2023-04-17T14:20:36-05:00 2022-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2021-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 HOLLY UBILLA DIR. OF FUND ADMINISTRATION 2122475225 2023-04-17 1 HOLLY UBILLA 999009999 CAROL WESTFALL P00539069 6312734778 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z HOLLY UBILLA 320 WEST 46TH STREET NEW YORK NY 10036 68817959 0 X FUNDONEIATSE.COM X 1965 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 8 0 0 0 0 0 0 93940 17611472 44939394 4143589 -133646 0 0 21755061 44899688 0 0 44166006 33153631 0 0 0 0 0 1384823 1328929 45550829 34482560 -23795768 10417128 24783752 33199049 6051698 5092774 18732054 28106275 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 1 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 8 0 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 0 0 0 MICHAEL WEKSELBLATT TRUSTEE - EFF 06/2022 1.00 0.00 X X 0 0 0 MICHAEL CAFFREY - EFF 062022 TRUSTEE 1.00 0.00 X X 0 0 0 JAMES JCLAFFEY JR - TO 052022 TRUSTEE 1.00 0.00 X X 0 0 0 CHRISTOPHER BROCKMEYER TRUSTEE 1.00 0.00 X 0 0 0 DIANA FORTUNA TRUSTEE 1.00 0.00 X 0 0 0 SEAN QUINN TRUSTEE 1.00 0.00 X X 0 0 0 ROBERT SCORE - TO 052022 TRUSTEE 1.00 0.00 X 0 0 0 HOLLY UBILLA - EFF 062022 DIR OF FUND ADMINISRTATION 17.00 23.00 X 0 0 0 SCOTT COOL - TO 062022 DIR OF FUND ADMINISTRATION 17.00 23.00 X 0 200000 63000 0 200000 63000 0 0 1 0 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATOR 1083562 SAVEONSP LLC 611 JAMISON RD SUITE 201 ELMA NY 14059 PRESCRIP. REVIEWER 390400 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 152061 EXPRESS SCRIPTS 528 EDITH ROAD LANDING NJ 07850 CLAIMS ADMINISTRATOR 147316 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SVCS/CONSULT 115230 5 93940 93940 EMPLOYERS CONTRIBUTIONS 711100 41467415 41467415 PARTICIPANTS CONTRIBUTIONS 711100 3471979 3471979 44939394 405261 405261 23379364 23918271 -538907 -538907 -538907 44899688 44939394 0 -133646 33153631 176300 41501 38834 147513 26982 17094 ALLOCATED ADMIN EXPENSE 821203 CREDIT CARD PROC FEES 59502 34482560 147747 143564 1806004 6708643 8586897 6583048 1573 1573 364314 272342 118954 91972 14122577 19670249 24783752 33199049 209255 166117 367216 872065 93940 5381287 4054592 6051698 5092774 X 18732054 28106275 18732054 28106275 24783752 33199049 10417128 -1042907 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175367 92717 82650 188947 179625 9322 91972 CLAIMS PAYABLE, IBNR & INS PREM 3901394 NET TRADES PENDING SETTLEMENT 153198 4054592 43817947 -1042907 -1042907 44860854 38834 38834 44899688 35923619 0 35923619 38834 -1479893 -1441059 34482560 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAY, IBNR & INS PREM -1,479,893. X 0 0 0 SCOTT COOL - TO 062022 DIR OF FUND ADMINISTRATION 0 200000 0 0 0 0 0 33000 0 30000 0 263000 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, WHEN HE RETIRED. 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 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 2021 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST EMPLOYER NAME 15/40 PRODUCTIONS LTD 360 PRODUCTIONS 36D PRODUCTIONS LLC 4 WALL LIGHTING 92ND STREET YM-YWHA AEG MANAGEMENT NASSAU, LLC AMALGAMATED HOSTING AMERICAN BROADCASTING COMPANY ANASTASIA MUSICAL LLC APOLLO THEATRE ARTISTA SCENERY ATTICUS LIMITED LIABILITY COMPANY AUDIBLE DIFFERENCE AUDIO RESOURCE GROUP AUTUMN SMILE BROADWAY, LLC BB PROP SERVICES LLC BEETLEJUICE BROADWAY LLC BESPOKE THEATRICALS BML PRODUCTIONS INC. BROADWAY CALLS CAPITOL ENTERPRISES CARNEGIE HALL CORPORATION CBS CORPORATION CCMD - KOCH THEATER CHELSEA DISTRIBUTION GROUP CIRCLE IN THE SQUARE CITY PARKS FOUNDATION CITY UNIVERSITY OF NEW YORK CMS PRODUCTIONS CONTROL ETC CREATIVE NEWS GROUP CREW YOU INC. CREWS UNLIMITED II, INC. DAN CASSIDY RIGGING DESIGNATRONIX IND INC. EAST COAST STAGING EASTERN LIGHTING DESIGN INC. ESSAY VIDEO, LLC EVENT RESOURCE PROFESSIONALS EVENTS UNITED F&D PRODUCTIONS MAIN FOX TELEVISION STATION G5 EVENT PRODUCTIONS, LLC GIMME DAT MONEY GOOD SENSE & CO HAIRSPRAY TOURING II, LLC HAMILTON UPTOWN LLC HARD ROCK CAFE HUDSON SCENIC STUDIO INC / SOUND & LIGHT HUDSON THEATRE LLC HUDSON THEATRICAL ASSOCIATES JAZZ AT LINCOLN CENTER JMX, LLC JOYCE THEATER FOUNDATION JUJAMCYN THEATRE LDM WORLDWIDE PRODUCTIONS LINCOLN CENTER LINCOLN CENTER THEATER LIVE NATION NY LNC CONCRETE INC. LYRIC THEATRE MADISON SQUARE GARDEN COMPANY (MSG) MANHATTAN THEATRE CLUB METROPOLITAN OPERA MOLLOY COLLEGE MRB MUSICAL LLC MULTI IMAGE GROUP NATIONAL BROADCASTING COMPANY NATIONAL YIDDISH THEATRE FOLKSBIENE, INC. NEDERLANDER ORGANIZATION NEW VICTORY THEATRE NEW YORK CITY LITES NEW YORK PHILHARMONIC NEW YORK STAGE SHOW INC. NICK TALK PRODUCTIONS INC. NMR STAGING NY CITY CENTER INC NY SHAKESPEARE FESTIVAL PACE UNIVERSITY PIER PRODUCTIONS & ENTERTAINMENT PREMIERE STAGE PRODUCTIONS PRODUCTION MANAGEMENT LLC PRODUCTION SUPPORT SERVICES PROFESSIONAL THEATRICAL SERVICES LLC PSAV PRESENTATION SERVICES RIGGING DYNAMICS, INC. ROB ROSS DESIGN INC. ROUNDABOUT THEATRE COMPANY SCHARFF WEISBERG LIGHTING LLC SECOND STAGE THEATRE SHOWMAN FABRICATORS SHUBERT ORGANIZATION SOUND ASSOCIATES STAGE CALL INC TECHNICAL OPERATIONS INC. TEXAS SCENIC COMPANY, INC. THE LIGHTING DESIGN GROUP THE MUNY THE SHED NYC, LLC THEATRICAL RESOURCES THEATRICAL VENTURES, INC. TOP DOG SPOTLIGHTING INC TOWN HALL FOUNDATION INC TRAINING EDUCATION & TECHNOLOGY FUND OF TPU UNITED STAGE ASSOCIATES UNLIMITED PRODUCTIONS VDA, INC WICKED WORKING THEATRE CO.,INC WPIX INC.