2026-03-25T08:04:47-05:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-07-01 510243781 LOCAL 295 IBT EMPLOYER GROUP WELFARE FUND LOCA 2123084200 5 GRAND CENTRAL EAST 1200 NEW YORK NY 10017 LOUIS CALEMINE TRUSTEE 2123084200 2026-03-24 1 1 JOSEPH MORELLO P02146706 2126951300 2026-03-24 2024 2025-03-06 01:10:19Z X LOUIS CALEMINE 5 GRAND CENTRAL EAST 1200 NEW YORK NY 10017 50313414 0 X N/A X 1953 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 4 0 0 0 0 0 0 44462680 43806724 750092 1862980 0 0 45212772 45669704 0 0 32322663 31340625 0 0 0 0 0 2402680 2386284 34725343 33726909 10487429 11942795 82217538 100510237 5590899 6694105 76626639 93816132 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X SAVASTA AND CO 2123084200 5 GRAND CENTRAL EAST SUITE 1200 NEW YORK NY 10017 VINCENT BRUNO TRUSTEE 2.00 40.00 X 0 141212 46069 LOUIS CALEMINE TRUSTEE 2.00 40.00 X 0 158987 46339 ROBERT WHITAKER TRUSTEE 2.00 2.00 X 0 0 0 JOSEPH YATES TRUSTEE 2.00 2.00 X 0 0 0 GREGG DECKER ALTERNATE TRUSTEE 2.00 40.00 X 0 138873 46069 WILLIAM ROBERTSON TRUSTEE 2.00 2.00 X 0 21373 0 BRADLEY PASKIEVITCH TRUSTEE 2.00 2.00 X 0 0 0 PHILIP SACCOMANNO TRUSTEE 2.00 2.00 X 0 5717 0 MATTHEW WILIM TRUSTEE 2.00 2.00 X 0 0 0 JAMES MCNALLY ALTERNATE TRUSTEE 2.00 2.00 X 0 5450 0 MARCIA LIN ALTERNATE TRUSTEE 2.00 2.00 X 0 0 0 0 471612 138477 0 0 1 0 SAVASTA AND COMPANY INC 5 GRAND CENTRAL SUITE 1200 NEW YORK NY 10017 CONTRACT ADMINISTRATOR/ACTUARY 1776717 ANTHEM BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 HEALTH CLAIMS ADMINISTRATOR AND PPO 494985 PITTA LLP 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 LEGAL COUNSEL 139380 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE SILVER SPRING MD 20910 ACTUARY AND CONSULTING 104310 4 EMPLOYER CONTRIBUTIONS 525100 41344372 41344372 RETIREE CONTRIBUTIONS 525100 2411491 2411491 PARTICIPANT CONTRIBUTIONS 525100 50861 50861 43806724 1812149 1812149 4694541 4643710 50831 50831 50831 45669704 43857555 0 1812149 31340625 209785 63337 113323 1881027 65889 40292 12631 33726909 4503931 4517675 4061082 3633864 6244 6935 35515933 78828133 38130348 13523630 82217538 100510237 116899 96105 5474000 6598000 5590899 6694105 X 0 0 0 0 76626639 93816132 76626639 93816132 82217538 100510237 11942795 5246698 0 X 0 1 X 0 0 0 COLLECTIVE TRUST FUND 9206065 F REAL ESTATE LLC 4317450 F HEDGE FUND (IN LIQUIDATION) 115 F 13523630 CLAIMS INCURRED BUT NOT REPORTED 6598000 6598000 X 50803079 5246698 5246698 45556381 113323 113323 45669704 32489586 0 32489586 113323 1124000 1237323 33726909 PART X, LINE 2: 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS 0 0 0 LOUIS CALEMINE TRUSTEE 0 158987 0 0 0 0 0 13480 0 32859 0 205326 0 0 VINCENT BRUNO TRUSTEE 0 141212 0 0 0 0 0 13480 0 32589 0 187281 0 0 GREGG DECKER ALTERNATE TRUSTEE 0 138873 0 0 0 0 0 13480 0 32589 0 184942 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING TO THE DOL AND IRS. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. LOCAL 295 I B OF T 33 WEST HAWTHORNE AVENUE VALLEY STREAM NY 11580 131831351 LABOR UNION NY 501(C)(5) 0 LOCAL 295 IBT EMPLOYER GROUP PENSION FUND 655 THIRD AVE SUITE 1200 NEW YORK NY 10017 116172155 PENSION FUND NY 501(A) 0 AIR EXPRESS INTERNATIONAL-DHL CONTRIBUTING EMPLOYER 0 AIRBORNE EXPRESS-DHL CONTRIBUTING EMPLOYER 0 BAX GLOBAL CONTRIBUTING EMPLOYER 0 COMPASS FORWARDING CO CONTRIBUTING EMPLOYER 0 DF YOUNG TRANSPORTATION INC CONTRIBUTING EMPLOYER 0 KUEHNE & NAGEL AIR FREIGHT CONTRIBUTING EMPLOYER 0 UPS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0