2025-04-07T11:02:10-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2023-07-01 510243781 LOCAL 295 IBT EMPLOYER GROUP WELFARE FUND LOCA 2123084200 655 3RD AVENUE 1200 NEW YORK NY 10017 LOUIS CALEMINE TRUSTEE 2123084200 2025-04-07 1 1 JOSEPH MORELLO P02146706 2126951300 2025-04-07 2023 2025-03-06 01:10:19Z LOUIS CALEMINE 655 3RD AVENUE 1200 NEW YORK NY 10017 61649361 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 43200574 44462680 1010727 750092 0 0 44211301 45212772 0 0 29875602 32322663 0 0 0 0 0 2324380 2402680 32199982 34725343 12011319 10487429 66253079 82217538 6078385 5590899 60174694 76626639 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 26 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 655 3RD AVENUE 12TH FLOOR NEW YORK NY 10017 VINCENT BRUNO TRUSTEE 2.00 40.00 X 0 132604 37118 LOUIS CALEMINE TRUSTEE 2.00 40.00 X 0 150594 37118 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 83150 22961 WILLIAM ROBERTSON TRUSTEE 2.00 2.00 X 0 22257 0 BRADLEY PASKIEVITCH TRUSTEE 2.00 2.00 X 0 0 0 PHILIP SACCOMANNO TRUSTEE 2.00 2.00 X 0 7182 0 MATTHEW WILIM TRUSTEE 2.00 2.00 X 0 0 0 0 395787 97197 0 0 1 0 SAVASTA AND COMPANY INC 655 THIRD AVE SUITE 1200 NEW YORK NY 10017 CONTRACT ADMINISTRATOR/ACTUARY 1788860 ANTHEM BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 HEALTH CLAIMS ADMINISTRATOR AND PPO 508234 HORIZON ACTUARIAL SERVICES 8601 GEORGIA AVE SILVER SPRING MD 20910 ACTUARY AND CONSULTING 178505 MORGAN LEWIS & BOCKIUS LLP 101 PARK AVENUE NEW YORK NY 10178 LEGAL COUNSEL 118410 PITTA LLP 120 BROADWAY 28TH FLOOR NEW YORK NY 10271 LEGAL COUNSEL 105315 5 EMPLOYER CONTRIBUTIONS 525100 42001742 42001742 RETIREE CONTRIBUTIONS 525100 2428934 2428934 PARTICIPANT CONTRIBUTIONS 525100 32004 32004 44462680 918100 918100 16268581 16436589 -168008 -168008 -168008 45212772 44294672 0 918100 32322663 193725 61711 102831 1967365 41513 24672 10863 34725343 1842819 4503931 4801966 4061082 5559 6244 28718796 35515933 30883939 38130348 66253079 82217538 126385 116899 5952000 5474000 6078385 5590899 X 0 0 0 0 60174694 76626639 60174694 76626639 66253079 82217538 10487429 5964516 0 X 0 1 X 0 0 0 COLLECTIVE TRUST FUND 7866766 F 103-12 INVESTMENT ENTITY 26049690 F REAL ESTATE LLC 4213777 F HEDGE FUND (IN LIQUIDATION) 115 F 38130348 CLAIMS INCURRED BUT NOT REPORTED 5474000 5474000 X 51074457 5964516 5964516 45109941 102831 102831 45212772 35100512 0 35100512 102831 -478000 -375169 34725343 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, 2024, 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: DECREASE IN BENEFIT OBLIGATIONS 0 0 0 LOUIS CALEMINE TRUSTEE 0 150594 0 0 0 0 0 10585 0 26533 0 187712 0 0 VINCENT BRUNO TRUSTEE 0 132604 0 0 0 0 0 10585 0 26533 0 169722 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 RDS LOGISTICS CONTRIBUTING EMPLOYER 0 DF YOUNG TRANSPORTATION INC CONTRIBUTING EMPLOYER 0 J & J AIR CONTAINER STATION CONTRIBUTING EMPLOYER 0 KUEHNE & NAGEL AIR FREIGHT CONTRIBUTING EMPLOYER 0 UPS CONTRIBUTING EMPLOYER 0 STG LOGISTICS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0