2025-11-14T07:50:45-06:00 2024-12-31 010723685 DERMODY BURKE & BROWN CPAS LLC 443 N FRANKLIN ST STE 100 SYRACUSE NY 132041441 990 2024-01-01 156022551 ASBESTOS WORKERS SYRACUSE WELFARE FUND ASBE 3154241809 5 ADLER DRIVE SUITE 3 EAST SYRACUSE NY 13057 DONNA THOMAS FUND MANAGER 3154241809 2025-11-06 1 1 LORI A CIARLA CPA P01278148 3154719171 2025-11-06 2024 2025-03-06 01:10:19Z DONNA THOMAS 5 ADLER DRIVE SUITE 3 EAST SYRACUSE NY 13057 2865255 0 X N/A X 1952 NY THE FUND PROVIDES HEALTH, DISABILITY AND DEATH BENEFITS TO THE EMPLOYEES OF PARTICIPATING EMPLOYERS IN THE CENTRAL NEW YORK AREA MEETING THE FUND ELIGIBILITY REQUIREMENTS, SUBJECT TO THE PROVISIONS OF ERISA. 4 4 0 0 0 0 0 0 936480 989696 62200 117945 0 0 998680 1107641 0 0 816305 841000 0 0 0 0 0 132248 146934 948553 987934 50127 119707 2565303 2733126 8032 4651 2557271 2728475 TO PROVIDE PARTICIPANTS OR THEIR BENEFICIARIES WITH LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS. 0 0 TO PROVIDE PARTICIPANTS OR THEIR BENEFICIARIES WITH LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DONNA THOMAS FUND MANAGER 3154241809 5 ADLER DRIVE SUITE 3 EAST SYRACUSE NY 13057 THOMAS CLARK UNION TRUSTEE 0.10 0.20 X X 0 0 0 JAMES LISTER UNION TRUSTEE 0.10 0.20 X X 0 0 0 PAUL RUGGIO UNION TRUSTEE 0.10 0.20 X 0 0 0 MARK SABERT EMPLOYER TRUSTEE 0.10 0.20 X 0 0 0 RICHARD MULLEN EMPLOYER TRUSTEE 0.10 0.20 X 0 0 0 DONNA THOMAS FUND MANAGER 14.00 14.00 X 0 39055 0 0 39055 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 967556 967556 PARTICIPANT CONTRIBUTIONS 525100 22140 22140 989696 73554 73554 1802005 1757614 44391 44391 44391 1107641 1107641 0 0 841000 68399 18648 18928 19248 1200 6406 2750 5093 6262 987934 333192 302710 61620 28454 103306 122841 14040 14040 0 0 2067185 2279121 2565303 2733126 7334 4651 698 0 8032 4651 X 2557271 2728475 2557271 2728475 2565303 2733126 119707 51497 0 X X 0 1 X 1 0 14040 14040 0 0 X 1139890 51497 51497 1088393 19248 19248 1107641 968686 0 968686 19248 19248 987934 PART X, LINE 2: THE UNITED STATES TREASURY DEPARTMENT ORIGINALLY ADVISED IN JULY 23, 1957, THAT THE PLAN CONSTITUTES A TAX-EXEMPT ORGANIZATION AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISION OF SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. HOWEVER, FROM TIME TO TIME, INCOME MAY BE DERIVED FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE PLAN'S TAX-EXEMPT PURPOSE AND THUS WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE FUND MANAGER RECEIVES THE DRAFT 990 PREPARED BY THE AUDITOR AND REVIEWS THE FORM. THE DRAFT 990 IS THEN SENT TO THE TRUSTEE CHAIRMAN FOR REVIEW. ANY QUESTIONS ARE ADDRESSED WITH THE FUND MANAGER. THE FINAL DRAFT FORM 990 IS PRESENTED BY THE AUDITORS AND REVIEWED WITH THE BOARD OF TRUSTEES. THE 990 IS FILED ONCE ALL QUESTIONS HAVE BEEN ADDRESSED AND ALL SIGNATURES OBTAINED. FORM 990, PART VI, SECTION B, LINE 12C THE FUND REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING TRUSTEES TO ANNUALLY ACKNOWLEDGE THEY HAVE READ THE POLICY IN THE PRESENCE OF THE FUND'S LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE TRUSTEE CHAIRMAN EVALUATES AND DETERMINES THE FUND MANAGER'S COMPENSATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE IRS FORM 990 IS AVAILABLE ON THE WEBSITE WWW.GUIDESTAR.COM. FINANCIAL INFORMATION, THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUND HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. ASBESTOS WORKERS SYRACUSE PENSION FUND 5 ADLER DR SUITE 3 E SYRACUSE NY 13057 156022550 MULTIEMPLOYER PENSION PLAN NY 501(A) N/A 0 ASBESTOS WORKERS SYRACUSE ANNUITY FUND 5 ADLER DR SUITE 3 E SYRACUSE NY 13057 161298413 MULTIEMPLOYER ANNUITY PLAN NY 501(A) N/A 0 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 5 ADLER DR SUITE 3 E SYRACUSE NY 13057 166051036 MULTIEMPLOYER UNION NY 501(C)(5) N/A 0 SYRACUSE ASBESTOS WORKERS APPRENTICE FUND 5 ADLER DR SUITE 3 E SYRACUSE NY 13057 166089904 MULTIEMPLOYER APPRENTICE FUND NY 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0