2025-05-14T13:59:54-05:00 2024-12-31 931982484 RRBB ADVISORS LLC 265 DAVIDSON AVE SUITE 210 SOMERSET NJ 08873 990 2024-01-01 222230709 LOCAL 464A EDUCATIONAL BENEFIT FUND LOCA 9732566790 245 PATERSON AVENUE LITTLE FALLS NJ 07424 JOHN T NICCOLLAI TRUSTEE 9732566790 2025-05-14 1 0 GARY SHERMAN P00055309 9082311000 2024 2025-03-06 01:10:19Z JOHN T NICCOLLAI 245 PATERSON AVENUE LITTLE FALLS NJ 07424 1992776 0 X UFCW464A.ORG X 1978 NJ EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS. 6 0 1 0 0 0 0 0 176717 179790 187651 422676 0 0 364368 602466 0 0 0 0 208181 214780 0 0 0 119995 166056 328176 380836 36192 221630 6805996 7776892 9100 9211 6796896 7767681 TO PROVIDE EDUCATIONAL SERVICES, SUCH AS WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS FOR APPROXIMATELY 12,827 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO. 0 0 380836 602466 EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 12,827 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO. 380836 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 1 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 1 0 X JOHN T NICCOLLAI 9732566790 245 PATERSON AVENUE LITTLE FALLS NJ 07424 JOHN T NICCOLLAI TRUSTEE 1.00 X X 0 734126 599 RICHARD WHALEN TRUSTEE 1.00 X X 0 478585 599 JOHN NICCOLLAI III TRUSTEE 1.00 X X 0 357919 599 ROBERT SPINELLA TRUSTEE 1.00 X 0 0 0 DAN DOSENBACH TRUSTEE 1.00 X 0 0 0 PATRICK DURNING TRUSTEE 1.00 X 0 0 0 JOAN WILLIAMSON ALTERNATE 1.00 X 0 0 0 JUSTIN RAMOS ALTERNATE 1.00 X 0 83034 599 MATTHEW DURANTE EMPLOYEE 40.00 X 176084 0 0 176084 1653664 2396 1 0 1 0 0 EMPLOYERS CONTRIBUTIONS 445100 179790 179790 179790 134502 134502 1678484 1390310 288174 288174 288174 602466 602466 0 0 169379 16612 15182 13607 8025 10358 20902 12503 3500 3665 SCHOLARSHIPS 84000 INVESTMENT ADVISORY AC 12480 DELEGATE EXPENSE 5460 INVESTMENT CONSULTING F 2862 2301 380836 25300 13665 7883 8564 629 1791 56980 56980 0 0 6734652 7725232 16185 12520 21347 15120 6805996 7776892 9100 9211 9100 9211 X 0 0 0 0 6796896 7767681 6796896 7767681 6805996 7776892 221630 749155 0 X 0 1 X 0 0 1 0 0 56980 56980 0 0 SHORT TERM INVESTMENT FUNDS 182980 F CORPORATE STOCKS & MUTUAL FUNDS 5787916 F CORPORATE BONDS 428395 F US GOVERNMENT SECURITIES 1325941 F 7725232 602466 0 602466 0 602466 380836 0 380836 0 380836 0 0 0 JOHN T NICCOLLAI TRUSTEE 0 734126 0 0 0 0 0 0 0 0 0 734126 0 0 RICHARD WHALEN TRUSTEE 0 478585 0 0 0 0 0 0 0 0 0 478585 0 0 JOHN NICCOLLAI III TRUSTEE 0 357919 0 0 0 0 0 0 0 0 0 357919 0 0 MATTHEW DURANTE EMPLOYEE 176084 0 0 0 0 0 0 0 0 0 176084 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN T. NICCOLLAI AND JOHN NICCOLLAI III ARE FATHER AND SON. JOHN NICCOLLAI III AND JUSTIN RAMOS ARE FATHER AND STEP-SON. FORM 990, PART VI, SECTION A, LINE 6 THE UNION CONSISTS OF APPROXIMATELY 12,251 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE UNION MEMBERSHIP VOTE FOR MEMBERS OF THE GOVERNING BODY EVERY THREE YEARS, INCLUDING THE CONSTITUTIONAL OFFICERS AND THE MEMBERS OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE COMPLETED FORM 990 IS REVIEWED IN DETAIL BY JOHN T.NICCOLLAI. THE FORM IS PRESENTED AT A TRUSTEES MEETING AND APPROVAL FOR FILING THE RETURN IS VOTED ON. FORM 990, PART VI, SECTION B, LINE 12 PART VI-GOVERNANCE, MANAGEMENT, AND DISCLOSURE-SECTION B-POLICIES-QUESTION 12, 13 AND 14-THE FUND AND ITS TRUSTEES HAVE LONG BEEN SUBJECT TO COMPREHENSIVE FEDERAL STATUTES, INCLUDING ERISA AND THE TAFT-HARTLEY ACT, THAT GOVERN THE FINANCIAL RELATIONSHIPS BETWEEN THE TRUSTEES AND THE FUND. THESE LAWS PROHIBIT FINANCIAL TRANSACTIONS BETWEEN THE FUND AND "INTERESTED PARTIES", INCLUDING THE TRUSTEES, THE FUND'S EMPLOYEES AND SERVICE PROVIDERS, RELATIVES OF THE TRUSTEES, EMPLOYEES AND SERVICE PROVIDERS AND OTHER PERSONS. THE REGULATIONS REQUIRE BOTH DISCLOSURE BY TRUSTEES OF CONFLICTS OF INTEREST IN ANY TRANSACTIONS TO BE ENTERED INTO BY THE FUND, AND A VOTE BY THE DISINTERESTED TRUSTEES REGARDING ANY SUCH TRANSACTIONS. REGULATIONS ISSUED UNDER THESE LAWS DEFINE "CONFLICT OF INTEREST" MORE BROADLY THAN THE INSTRUCTIONS FOR FORM 990, AND REQUIRE REPORTING OF FINANCIAL TRANSACTIONS AT MUCH LOWER THRESHOLDS THAN THOSE CONTAINED ON THE SCHEDULES FOR FORM 990. THE FUND AND THE TRUSTEES HAVE CONSISTENTLY OPERATED IN COMPLIANCE WITH THESE COMPREHENSIVE REGULATIONS GOVERNING CONFLICTS OF INTEREST. IN ADDITION TO BEING SUBJECT TO FEDERAL AND STATE WHISTLEBLOWER LAWS, THE FUND AND ITS TRUSTEES HAVE LONG BEEN SUBJECT TO COMPREHENSIVE FEDERAL LAWS, SUCH AS ERISA, THAT PROTECT THE RIGHT OF EMPLOYEES, PARTICIPANTS AND BENEFICIARIES TO ACCESS INFORMATION REGARDING THE FUND'S OPERATIONS AND RAISE QUESTIONS AND CONCERNS WITHOUT RETALIATION. THE FUND AND ITS TRUSTEES HAVE CONSISTENTLY OPERATED IN COMPLIANCE WITH THESE COMPREHENSIVE REGULATIONS. THE FUND HAS LONG BEEN SUBJECT TO COMPREHENSIVE FEDERAL REGULATIONS ENFORCED BY THE DOL, GOVERNING RECORD RETENTION AND RECORD DESTRUCTION FOR PURPOSES OF AUDITS OF UNIONS AND THEIR RELATED FUNDS PERFORMED BY THE DOL. ADDITIONALLY, FEDERAL LAWS SUCH AS THE LMRDA GRANT MEMBERS ACCESS TO CERTAIN DOCUMENTS MAINTAINED BY THE FUND, THEREBY NECESSITATING RETENTION OF CERTAIN DOCUMENTS BY THE FUND. THE FUND HAS CONSISTENTLY OPERATED IN COMPLIANCE WITH THESE COMPREHENSIVE LAWS. FORM 990, PART VI, SECTION B, LINE 15B JOHN T. NICCOLLAI AND A TRUSTEE REVIEW COMPENSATION ON AN ANNUAL BASIS AND UTILIZE COMPARATIVE DATA FROM VARIOUS SOURCES, INCLUDING TYING EXECUTIVE AND WORKFORCE INCREASES TO CONTRACTS NEGOTIATED ON BEHALF OF THE MEMBERSHIP. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN FINANCIAL INFORMATION IS PUBLISHED IN THE UNION NEWSLETTER AND ALL DOCUMENTATION IS AVAILABLE FOR INSPECTION UPON REQUEST. UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 464A AFL-CIO 245 PATERSON AVENUE LITTLE FALLS NJ 07424 221435504 NJ 0 WELFARE & PENSION FUNDS OF LOCAL 464A - PENSION FUND 245 PATERSON AVENUE LITTLE FALLS NJ 07424 226051600 NJ 0 LOCAL 464A WELFARE SERVICE BENEFIT FUND 245 PATERSON AVENUE LITTLE FALLS NJ 07424 221582446 NJ 0 LOCAL 464A WELFARE & PENSION BUILDING INC 245 PATERSON AVENUE LITTLE FALLS NJ 07424 222144162 NJ 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 LOCAL 464A WELFARE AND PENSION BUILDING FUND K 12503 CASH PAID