LOCAL 1102 HEALTH AND BENEFIT FUND: Form 990, tax year 2024
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- Organization
- LOCAL 1102 HEALTH AND BENEFIT FUND (EIN 13-1768188)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349302026
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T10:12:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131768188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 1102 HEALTH AND BENEFIT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 5166831102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 CROSSWAYS PARK DRIVE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER GROBSTICH | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5166831102 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROGER GROBSTICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 CROSSWAYS PARK DRIVE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,376,365 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LOCAL1102.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | EMPLOYEE BENEFIT PLAN | OtherOrganizationDsc |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,875,902 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,420,438 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,467,070 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,876,615 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $31,342,972 | PYTotalRevenueAmt |
| CY Total Revenue | $34,297,053 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $23,626,474 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,077,511 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,793,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,018,509 | PYOtherExpensesAmt |
| CY Other Expenses | $2,616,721 | CYOtherExpensesAmt |
| PY Total Expenses | $26,438,177 | PYTotalExpensesAmt |
| CY Total Expenses | $26,694,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,904,795 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,602,821 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $154,670,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,725,980 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,585,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $577,020 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,084,756 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $173,148,960 | NetAssetsOrFundBalancesEOYAmt |
| Mission | V.E.B.A. FUND | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER GROBSTICH | PersonNm |
| Phone | 5166831102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 CROSSWAYS PARK DRIVE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LARRY BIENENFELD | ||||||||
| EMPLOYER TRUSTEE | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS BURKE | ||||||||
| EMPLOYER TRUSTEE | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER GROBSTICH | ||||||||
| CHAIRMAN | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK CAFFEY | ||||||||
| UNION TRUSTEE | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ROWLAND | ||||||||
| COO | 30.00 | 10.00 | $0 | $182,878 | $8,646 | Yes (X) | ||
| ANGELO CIONE | ||||||||
| DIR. INTERNAL OPERATIONS | 9.00 | 31.00 | $0 | $277,428 | $64,622 | Yes (X) | ||
| JOHN SLOANE | ||||||||
| ASST. CONTROLLER | 9.00 | 31.00 | $0 | $191,850 | $52,538 | Yes (X) | ||
| ERIC SCHWARTZ | ||||||||
| FIELD DIRECTOR | 9.00 | 31.00 | $0 | $160,876 | $31,166 | Yes (X) | ||
| JENNIFER DELEONARDIS | ||||||||
| FUNDS ADMINISTRATOR | 19.00 | 21.00 | $0 | $172,308 | $47,552 | Yes (X) | ||
| MICHAEL GERBE | ||||||||
| I.T. MANAGER | 16.00 | 24.00 | $0 | $163,349 | $48,580 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,148,689 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,104 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HUDSON CANYON CAPITAL MGT LLC | |||||
| 10 EAST 39TH STREET SUITE 908 | NEW YORK | NY | 10016 | INVESTMENT ADVISOR | $352,833 |
| EXPRESS SCRIPTS INC | |||||
| ONE EXPRESS WAY | ST LOUIS | MO | 63121 | BENEFIT ADMIN FEES | $229,264 |
| ROTHMAN ROCCO LAFRUFFA LLP | |||||
| 3 WEST MAIN STREET SUITE 200 | ELMSFORD | NY | 10523 | LEGAL | $114,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $25,369,921 | $25,369,921 |
| COBRA CONTRIBUTIONS | 900099 | $50,517 | $50,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,420,438 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,234,976 | TotalRevenueColumnAmt |
| Exclusion | $3,234,976 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,720,951 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,079,312 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,641,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,641,639 | TotalRevenueColumnAmt |
| Exclusion | $5,641,639 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,297,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,420,438 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,876,615 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,077,511 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,456 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,731 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,089 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,616 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,046 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,657 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,342 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,956 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ALLOCATED PAYROLL AND R | $1,526,486 |
| EQUIPMENT RENTAL | $45,672 |
| TRUSTEE FEES | $2,225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,694,232 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,697,064 | BOYAmt |
| EOY | $2,953,139 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,454 | BOYAmt |
| EOY | $1,079,065 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,166 | BOYAmt |
| EOY | $482,885 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,237,407 | BOYAmt |
| EOY | $168,368,207 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $286,263 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,129 | BOYAmt |
| EOY | $556,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,670,220 | BOYAmt |
| EOY | $173,725,980 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,500 | BOYAmt |
| EOY | $38,966 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,964 | BOYAmt |
| EOY | $538,054 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,585,464 | BOYAmt |
| EOY | $577,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,084,756 | BOYAmt |
| EOY | $173,148,960 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,084,756 | BOYAmt |
| EOY | $173,148,960 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,670,220 | BOYAmt |
| EOY | $173,725,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,602,821 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,564,383 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,897,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED ENTITIES | $240,348 |
| OPERATING LEASE LIABILITIES | $297,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $538,054 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,413,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,564,383 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,564,383 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,848,964 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $448,089 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $448,089 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,297,053 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,246,143 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,246,143 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $448,089 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $448,089 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,694,232 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP") REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELO CIONE | ||||||||||||||
| DIR. INTERNAL OPERATIONS | $0 | $277,428 | $0 | $0 | $0 | $0 | $0 | $41,358 | $0 | $23,264 | $0 | $342,050 | $0 | $0 |
| JOHN SLOANE | ||||||||||||||
| ASST. CONTROLLER | $0 | $191,850 | $0 | $0 | $0 | $0 | $0 | $29,384 | $0 | $23,154 | $0 | $244,388 | $0 | $0 |
| JENNIFER DELEONARDIS | ||||||||||||||
| FUNDS ADMINISTRATOR | $0 | $172,308 | $0 | $0 | $0 | $0 | $0 | $24,535 | $0 | $23,017 | $0 | $219,860 | $0 | $0 |
| MICHAEL GERBE | ||||||||||||||
| I.T. MANAGER | $0 | $163,349 | $0 | $0 | $0 | $0 | $0 | $25,527 | $0 | $23,053 | $0 | $211,929 | $0 | $0 |
| ERIC SCHWARTZ | ||||||||||||||
| FIELD DIRECTOR | $0 | $160,876 | $0 | $0 | $0 | $0 | $0 | $22,834 | $0 | $8,332 | $0 | $192,042 | $0 | $0 |
| THOMAS ROWLAND | ||||||||||||||
| COO | $0 | $182,878 | $0 | $0 | $0 | $0 | $0 | $7,216 | $0 | $1,430 | $0 | $191,524 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS PLEDGE AT MEETINGS THAT NO CONFLICTS OF INTEREST EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OFFICER SALARIES ARE DETERMINED AND AGREED UPON BY A CLOSED MEETING OF EXECUTIVE BOARD MEMBERS. OFFICERS WHOSE SALARIES ARE BEING DISCUSSED ARE NOT PRESENT FOR THIS DISCUSSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION RELEASES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON FORMAL REQUEST. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO REMOVE CLAIMS INCURRED BUT NOT REPORTED (IBNR) FROM FORM 990 5,897,000. |
| FORM 990. PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOCAL 1102 RETAIL WHOLESALE DEPT STORE | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 131215130 | LABOR UNION | NY | 501(C)(5) | N/A | N/A | 0 |
| LOCAL 1102 RETIREMENT TRUST | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 131847329 | RETIREMENT PLAN | NY | 501 (A) | N/A | N/A | 0 |
| LOCAL 1102 RETIREMENT FUND | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 135669982 | RETIREMENT PLAN | NY | 501 (A) | N/A | N/A | 0 |
| STOREWORKERS RETIREMENT PLAN | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 136415958 | RETIREMENT PLAN | NY | 501 (A) | N/A | N/A | 0 |
| LOCAL 1102 401 (K) RETIREMENT PLAN | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 116149563 | RETIREMENT PLAN | NY | 501 (A) | N/A | N/A | 0 |
| LOCAL 1102 AMALGAMATED PENSION FUND | ||||||||||
| 311 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | 116189397 | RETIREMENT PLAN | NY | 501 (A) | N/A | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (72 entries)
| 970 KENT CONDOMINIUM |
| A&A MAINTENANCE ENTERPRISE IN |
| ADELPHI UNIVERSITY |
| ARAMARK RAIL SERVICES |
| AUTRONICS PLASTICS INC |
| BARON NISSAN INC |
| BH COFFEE COMPANY INC |
| BROOKFIELD SD - COMPASS |
| BROWN'S BARGAIN STORE |
| CENTER MORICHES SD - WHITSONS |
| CHARTWELLS |
| CULINART NYU DENTAL - COMPASS |
| D ROSEN BAKERY SUPPLY |
| DARLING SHOE CORP |
| DAVIS AIRCRAFT PRODS CO |
| DD SERVICES INC |
| DUTY FREE AMERICA |
| DYNAMIC MARKETING INC |
| EAST HILLS SUBARU |
| EAST ISLIP SD - WHITSONS |
| ENESLOW ORTHOPEDICINC |
| EXCEL COMMERCIAL MAINTENANCE-E |
| FACULTY STUDENT ASSOCIATION |
| FLYING FOOD GROUPLLC (JFK) |
| FLYNN INC |
| GREENLIGHT BOOKSTORE LLC |
| HAMPTON BAY SD - ARAMARK |
| HAUPPAUGE SD - WHITSONS |
| HICKSVILLE SD - WHITSONS |
| HOFSTRA UNIVERSITY |
| HOLY TRINITY HS-LOYAL BUILDING |
| HUNTINGTON HILTON |
| IJ WHITE |
| INTERNATIONAL SHOPPES INC |
| INT'L MASONRY SVCE- ARAMARK |
| ISPICE FOODS |
| JERR SHOES INC |
| JILDOR SHOES INC |
| KINGS PARK SD - WHITSONS |
| LEN STOLER OF QUEENS |
| LINDENHURST SD- ARAMARK |
| MAX FINKELSTEIN INC |
| MENDON TRUCK LEASING |
| MICHAELVICTORIA INC |
| MIDDLE COUNTRY SD - WHITSONS |
| MORRISON MANAGEMENT-COMPASS |
| MR GLASS OF LONG ISLAND INC |
| MT VERNON SD - ARAMARK |
| NATHAN'S FAMOUS |
| NEW BRITAIN SD WHITSON |
| NYU - CHARTWELLS DIVISION OF C |
| OXFORD SD WHITSONS |
| PANA NISSAN LLC |
| PAUL STUART INC |
| PLAINVIEWOB SD - WHITSONS |
| PRATT INSTITUTE |
| PROPARK AMERICA LLC - NY REGI |
| RESTAURANT ASSOCIATES - COMPAS |
| SAFELITE GLASS CORP |
| SCCC-ARAMARK |
| SOUTH COUNTRY SD- WHITSONS |
| SOUTHSIDE UNITED HOUSING |
| ST JOHNS HS - LOYAL BUILDING |
| STONY BROOK |
| SUNY FARMINGDALE-ARAMARK |
| SUNY OLD WESTBURY-COMPASS FSW |
| THE CHANGE GROUP NEW YORK |
| THE WAY BACK INC |
| TIP TOP SALES CORP |
| TOWER OWNERS INC |
| WHITSONS CULINARY CENTER |
| WILLIAM FLOYD SD - ARAMARK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LOCAL 1102 RETIREMENT TRUST | ||
| P | $917,800 | FMV |
| LOCAL 1102 RETAIL WHOLESALE DEPT STORE | ||
| P | $990,056 | FMV |