2024-11-13T13:56:13-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 136115078 UAW - LOCAL 259 SOCIAL SECURITY DEPT UAW- 2019478000 140 SYLVAN AVENUE 106 ENGLEWOOD CLIFFS NJ 07632 JEFFREY C ISAACS TRUSTEE 2019478000 2024-11-08 1 0 TED KIRSHENBAUM P01260796 2126955003 2023 2024-10-15 13:58:12Z JEFFREY C ISAACS 140 SYLVAN AVENUE 106 ENGLEWOOD CLIFFS NJ 07632 28977216 0 X N/A X EMPLOYEE BENEFIT PLAN 1949 NY THE PLAN PROVIDES DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY INCOME, HOSPITAL, SURGICAL, MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 1,260 ELIGIBLE ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES SUPPLEMENTAL BENEFITS TO ELIBIGLE RETIREES FOR WHOM MEDICARE IS THE PRIMARY CARRIER. 4 4 0 0 0 0 0 0 21742106 24200531 408577 494867 3414972 2598497 25565655 27293895 0 0 25544683 25315003 0 0 0 0 0 1657610 1584674 27202293 26899677 -1636638 394218 17277969 17936853 88280 122428 17189689 17814425 X FORMULATE, ADOPT AND ADMINISTER A PROGRAM OF BENEFITS FOR THE EXCLUSIVE BENEFIT OF THE FUND'S PARTICIPANTS AND THEIR DEPENDENTS OR OTHER SPECIFIED BENEFICIARIES IN ORDER TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND DEPENDENTS OR OTHER SPECIFIED BENEFICIARIES OF SUCH PARTICIPANTS. 0 0 TO PROVIDE HEALTH BENEFITS TO APPROXIMATELY 1,310 ACTIVE AND RETIRED PARTICIPANTS AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 1 1 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 0 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X ZENITH AMERICAN SOLUTIONS 2019478000 140 SYLVAN AVENUE ENGLEWOOD CLIFFS NJ 07632 X JEFFREY ISAACS EMPLOYER TRUSTEE 5.00 X 0 0 0 BRIAN SCHNECK UNION TRUSTEE 5.00 X 0 0 0 SCOTT TYRELL UNION TRUSTEE 5.00 X 0 0 0 JOE CHALOM EMPLOYER TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 ZENITH AMERICAN SOLUTIONS 302 KNIGHTS RUN AVE TAMPA FL 33602 CONTRACT ADMINISTRATOR 766647 1 EMPLOYER CONTRIBUTIONS 900099 24155460 24155460 COBRA CONTRIBUTIONS 900099 45071 45071 24200531 473367 473367 1704821 1683321 21500 21500 21500 STOP LOSS INSURANCE REIMBURSEMENT 900099 1390820 1390820 PRESCRIPTION DRUG REBATES 900099 1203686 1203686 SETTLEMENT OF SUBROGATION CLAIMS 900099 3991 3991 2598497 27293895 26799028 0 494867 25315003 97997 57395 16154 80152 27736 5165 18959 CONTRACT ADMINISTRATOR' 440827 PPO ACCESS FEES 432459 BENEFIT ADMINISTRATION 325820 UTILIZATION REVIEW-MED 54288 27722 26899677 927211 745170 5823230 5152489 1095844 1272758 5333 5333 4687889 5977679 3250059 3344168 1488403 1439256 17277969 17936853 39700 46240 48580 76188 88280 122428 X 0 0 0 0 17189689 17814425 17189689 17814425 17277969 17936853 394218 230518 0 X X 0 1 X 1 0 0 GUARANTEED RATE FUND 3344168 F 3344168 INTEREST RECEIVABLE 33316 OTHER RECEIVABLE 6228 SECURITY DEPOSITS 74000 STOP LOSS REIMBURSEMENTS RECEIVABLE 820034 PRESCRIPTION DRUG REBATES RECEIVABLE 505678 1439256 CONTRIBUTIONS RECEIVED IN ADVANCE 30380 DUE TO LOCAL 259 PENSION FUND 45808 76188 X 27508259 230518 230518 27277741 16154 16154 27293895 26883523 0 26883523 16154 16154 26899677 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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 DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONG SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES RECEIVE A COPY OF THE FORM 990 FOR THEIR REVIEW, PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JEFFREY ISAACS - 16 ROVEN ROAD, WESLEY HILLS, NY 10952. BRIAN SCHNECK - 80 JERUSALEM AVENUE, HICKSVILLE, NY 11801. SCOTT TYRELL - 80 JERUSALEM AVENUE, HICKSVILLE, NY 11801. JOE CHALOM - 5001 GLENWOOD ROAD, BROOKLYN, NY 11234. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. UAW LOCAL 259 PENSION FUND 140 SYLVAN AVENUE ENGLEWOOD CLIFFS NJ 07632 136115077 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS AND BENEFICIARIES NJ 401(A) N/A 0 1632 HYLAND BLVD AUTO LLC 676 WEST MERRICK ROAD LLC ABC BODY AND TRAILER CO AUDI LYNBROOK AUTO MALL HYUNDAI LTD B&Z AUTO ENTERPRISE-EAST CHESTER JEEP BARON BROTHERS AUTO GROUP BAYRIDGE CHEVROLET BAYRIDGE LEXUS BAYRIDGE TOYOTA BIBENDUM HOLDINGS LLC BICAL CHEVROLET BIENER AUTO GROUP INC BIENER FORD BMW OF MANHATTAN INC CADILLAC OF MANHATTAN CHARLES ROSS & SON INC CHAUMONT MOTORS LLC COUNTRY LINCOLN & MERCURY WEST DAVID DENNIS MOTORS LLC EAST HILLS CHEVROLET OF FREEPORT EAST HILLS CHRY JEEP & DODGE INC FRONTGRADE TECHNOLOGIES FULLERTON CHRYSLER-JEEP-DODGE INC FULLERTON FORD GJM OPCO LLC GREGORIS MOTORS INC IAG NISSAN OF WESTBURY INFINITI OF MASSAPEQUA LTD ISLAND AUTO GROUP- CHEVROLET J & C AUTO WOLC DBA ADVANTAGE TOYOTA JJM ATLANTIC AUTOMOTIVE LLC JM HUNTINGTON MOTORS LLC JS AUTOMALL EAST LLC JS BABYLON CHRYSLER PLYMOUTH JS BAYRIDGE MOTORS LLC JS HYUNDAI OF VALLEY STREAM LLC KRISTAL AUTO MALL CORP LEGEND NISSAN LEXUS OF MANHATTAN LEXUS OF QUEENS MADISON ACQUISITION GROUP LLC MC MAHON FORD METRO CHRYSLER-PLYMOUTH INC NEWINS BAY SHORE FORD INC NIELSEN CHEVROLET NISSAN OF GARDEN CITY NYSLI INC OPEN ROAD OF MANHATTAN LLC PATCHOGUE 112 MOTORS LLC PAUL CONTE CADILLAC INC PLANTE CONSULTING LLC PLATINUM VOLKSWAGEN LLC PREMIER FORD ROCKAWAY CARS LLC ROCKVILLE CENTRE GMC LLC ROSS METAL FABRICATORS S & H ASSOCIATES LLC SC AUTO SARANT CADILLAC CORP SKYLINE AUTOMOBILE INC SMG AUTOMOTIVE HOLDINGS LLC SOUTH SHORE MTRS ANA SAYVILLE FORD SOUTH SHORE NISSAN LLC STAMFORD LINCOLN MERCURY LLC STATEN ISLAND BUICK GMC LLC STOLER AUTOMOTIVE NEW YORK INC STOLER OF WESTBURY STORMS FORD LINCMERC INC SUN PONTIAC GMC INC TOWN MOTORS VALLEY STREAM FOREIGN CARS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0