2024-04-10T13:04:56-05:00 2023-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 2122475225 2024-04-10 1 ROBERT MCDONOUGH 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOLLY UBILLA 320 WEST 46TH STREET NEW YORK NY 10036 81848807 0 X FUNDONEIATSE.COM X 1965 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 0 0 0 0 93940 0 44939394 55790673 -133646 451572 0 0 44899688 56242245 0 0 33153631 38901998 0 0 0 0 0 1328929 1517246 34482560 40419244 10417128 15823001 33199049 49336606 5092774 5723043 28106275 43613563 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HOLLY UBILLA 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 1.00 0.00 X X 0 0 0 MICHAEL WEKSELBLATT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL CAFFREY TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER BROCKMEYER TRUSTEE 1.00 0.00 X X 0 0 0 DIANA FORTUNA TRUSTEE 1.00 0.00 X 0 0 0 SEAN QUINN - TO 102022 TRUSTEE 1.00 0.00 X X 0 0 0 TODD A PALO - EFF 102022 TRUSTEE 1.00 0.00 X 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISRTATION 17.00 23.00 X 0 148231 46692 SCOTT COOL - TO 062022 DIR OF FUND ADMINISTRATION 17.00 23.00 X 0 138461 43615 GLORIA SHEA WELFARE SUPERVISOR 23.00 17.00 X 0 110700 34871 MARIANN ZAPPALLA PE/AN SUPERVISOR 17.00 23.00 X 0 101561 31992 0 498953 157170 4 0 1 0 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATOR 978708 SAVEONSP LLC 611 JAMISON RD SUITE 201 ELMA NY 14059 PRESCRIP. REVIEWER 456879 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SVCS/CONSULT 230444 EXPRESS SCRIPTS 528 EDITH ROAD LANDING NJ 07850 CLAIMS ADMINISTRATOR 139340 4 EMPLOYERS CONTRIBUTIONS 711100 51863711 51863711 PARTICIPANTS CONTRIBUTIONS 711100 3926962 3926962 55790673 1024745 1024745 25033389 25606562 -573173 -573173 -573173 56242245 55790673 0 451572 38901998 139938 40000 52772 259258 62597 17972 19059 ALLOCATED ADMIN EXPENSE 842915 CREDIT CARD PROC FEES 64979 PRINTING 17756 40419244 143564 264541 6708643 13730703 6583048 8812744 1573 1573 391247 290314 91972 100933 19670249 25442516 983596 33199049 49336606 166117 245833 872065 959018 4054592 4518192 5092774 5723043 X 28106275 43613563 28106275 43613563 33199049 49336606 15823001 -315713 0 X 0 1 X 1 0 175367 101367 74000 215880 188947 26933 100933 CLAIMS PAYABLE, IBNR & INS PREM 4518192 4518192 55873760 -315713 -315713 56189473 52772 52772 56242245 39749674 0 39749674 52772 616798 669570 40419244 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAY, IBNR & INS PREM 616,798. X 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISRTATION 0 148231 0 0 0 0 0 24458 0 22234 0 194923 0 0 SCOTT COOL - TO 062022 DIR OF FUND ADMINISTRATION 0 138461 0 0 0 0 0 22846 0 20769 0 182076 0 0 SCHEDULE J SUPPLEMENTAL INFORMATION: SCOTT COOL RECEIVED COMPENSATION AND BENEFITS IN HIS CAPACITY AS DIRECTOR OF FUND OPERATIONS OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS THROUGH JUNE 2022. COMPENSATION AND BENEFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE ENTITY'S PORTION OF THE EXPENSES IS 43% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE UNION AND BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE DIRECTOR OF FUND ADMINISTRATION, WHO WORKS FULL TIME FOR THE PLAN. ONCE COMPLETE THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE FUND DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A CONFLICT OF INTEREST STATEMENT TO ALL OF ITS TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. ANNUITY FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 133022965 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 PENSION FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 136414973 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 THEATRICAL PROTECTIVE UNION LOCAL NO ONE 320 WEST 46TH STREET NEW YORK NY 10036 131374710 LABOR UNION NY 501(C)(5) N/A N/A 0 SEE SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 2022 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST 15/40 PRODUCTIONS LTD 36D PRODUCTIONS LLC 92ND STREET YM-YWHA AEG MANAGEMENT NASSAU, LLC AKC PRODUCTIONS LLC ALLEY THEATRE AMALGAMATED HOSTING AMERICAN BROADCASTING COMPANY AMPLIFY ANASTASIA MUSICAL LLC APOLLO THEATRE ARENA STAGE AUDIBLE DIFFERENCE AUDIO RESOURCE GROUP BB PROP SERVICES LLC BEETLEJUICE BROADWAY LLC BROADWAY RHYTHM & RHYME LLC BUILT PRODUCTIONS LLC CAPITOL ENTERPRISES CARNEGIE HALL CORPORATION CBS CORPORATION CCMD - KOCH THEATER CENTER THEATRE GROUP CHELSEA DISTRIBUTION GROUP CIRCLE IN THE SQUARE CITY PARKS FOUNDATION CITY PRODUCTION SERVICES CITY UNIVERSITY OF NEW YORK COMMUNICATIONS PLUS, INC. 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LYRIC THEATRE MADISON SQUARE GARDEN COMPANY (MSG) MAINE STATE MUSIC THEATRE MANHATTAN THEATRE CLUB MARK 2 PRODUCTIONS LLC METROPOLITAN OPERA MOLLOY COLLEGE MRB MUSICAL LLC MULTI IMAGE GROUP NATIONAL BROADCASTING COMPANY NATIONAL YIDDISH THEATRE FOLKSBIENE, INC. NEDERLANDER ORGANIZATION NEW HOPE THEATRICALS LLC NEW VICTORY THEATRE NEW YORK PHILHARMONIC NEXSTAR NMR STAGING NY ARENA PARTNERS LLC NY CITY CENTER INC NY SHAKESPEARE FESTIVAL PACE UNIVERSITY PALMETTO SOUND WORKS LLC PAQUIN ENTERTAINMENT PIER PRODUCTIONS & ENTERTAINMENT PRODUCTION MANAGEMENT ONE PRODUCTION SUPPORT SERVICES PROFESSIONAL THEATRICAL SERVICES LLC PSAV PRESENTATION SERVICES PURPLE TALLY PRODUCTIONS INC. RIGGING DYNAMICS, INC. ROANOKE ISLAND HISTORICAL ASSOCIATION ROUNDABOUT THEATRE COMPANY SECOND STAGE THEATRE SERIOUS FUN CHILDREN'S NETWORK INC. SHOWMAN FABRICATORS SHUBERT ORGANIZATION SOUND ASSOCIATES ST. GEORGE THEATRE STAGE CALL INC TBD CREATIVE LLC TECHNICAL OPERATIONS INC. TEXAS SCENIC COMPANY, INC. THE KENNEDY CENTER THE LIGHTING DESIGN GROUP THE MUNY THE SHED NYC, LLC THEATRICAL RESOURCES THEATRICAL VENTURES, INC. THIRTEEN PRODUCTIONS LLC TOP DOG SPOTLIGHTING INC TRAINING EDUCATION & TECHNOLOGY FUND OF TPU UNITED STAGE ASSOCIATES UNLIMITED PRODUCTIONS UPA PRODUCTION SERVICES WAGNER JOHNSON PRODUCTIONS