2025-04-25T06:59:42-05:00 2024-07-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2023-08-01 226062063 LOCAL 522 WELFARE FUND OF NEW YORK AND NEW JERSEY LOCA 7188592326 2137 UTICA AVE BROOKLYN NY 11234 JAMES KANE TRUSTEE 7188592326 2025-04-25 1 1 JOSEPH MORELLO P02146706 2126951300 2025-04-25 2023 2025-03-06 01:10:19Z JAMES KANE 2137 UTICA AVE BROOKLYN NY 11234 41473147 0 X N/A X 1954 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 4 2 0 0 0 0 0 0 28014587 28081105 1647407 813933 0 0 29661994 28895038 0 0 32199210 30047433 0 0 0 0 0 782432 785961 32981642 30833394 -3319648 -1938356 12924279 11196784 4936494 5001000 7987785 6195784 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 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 40 0 1 0 0 0 0 0 0 0 0 0 X 4 2 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7188592326 2137 UTICA AVE BROOKLYN NY 11234 JAMES KANE TRUSTEE 2.00 40.00 X 0 116600 50060 DANIEL KANE SR TRUSTEE 2.00 2.00 X 0 0 0 JOHN WAGNER TRUSTEE 2.00 2.00 X 0 0 0 DENNIS MCGUIRE TRUSTEE 2.00 2.00 X 0 0 0 0 116600 50060 0 0 1 0 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 MEDICAL ADMINISTRATOR 1012277 UNITED TEAMSTER FUND 2137 UTICA AVENUE BROOKLYN NY 11234 THIRD PARTY ADMINISTRATOR 545091 DJ O'GRADY CONSULTANT 3219 E TREMONT AVENUE BRONX NY 10461 MENTAL HEALTH CONSULTING 208796 3 EMPLOYER CONTRIBUTIONS 525100 28022900 28022900 COBRA CONTRIBUTIONS 525100 58205 58205 28081105 284563 284563 13107479 12578109 529370 529370 529370 28895038 28081105 0 813933 30047433 45050 80884 25965 569091 17403 17659 4738 25171 30833394 -441739 88792 1923330 940665 1773370 2682015 67000 146993 9602318 7338319 12924279 11196784 136494 71000 4800000 4930000 4936494 5001000 X 0 0 0 0 7987785 6195784 7987785 6195784 12924279 11196784 X -1938356 134817 11538 X 0 1 X 0 0 0 CLAIMS INCURRED BUT NOT REPORTED 4930000 4930000 X 29015427 134817 11538 146355 28869072 25965 25965 28895037 30677428 0 30677428 25965 130000 155965 30833393 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE PLAN 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 IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2024 AND 2023, 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 XI, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS INVESTMENT INCOME 10,463. OTHER INCOME LITIGATION SETTLEMENT 1,075. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS 130,000. 0 0 0 JAMES KANE TRUSTEE 0 115601 0 0 0 999 0 34190 0 15870 0 166660 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - JAMES KANE AND DANIEL KANE, SR. - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH ITS ANNUAL FORM 5500 FILING WITH THE DOL AND IRS. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: MISCELLANEOUS INVESTMENT INCOME 10,463. OTHER INCOME LITIGATION SETTLEMENT 1,075. LOCAL UNION 522 IBT 1308 PIERCE STREET RAHWAY NJ 07065 221585985 LABOR UNION NY 501(C)(5) 0 LOCAL 522 PENSION FUND 2137 UTICA AVE BROOKLYN NY 11234 116171611 PENSION BENEFIT FUND NY 501(A) 0 700 SHORE ROAD WATERSEDGE CONTRIBUTING EMPLOYER 0 AABR INC CONTRIBUTING EMPLOYER 0 ABBE LUMBER CONTRIBUTING EMPLOYER 0 ABCO REFRIGERATION CONTRIBUTING EMPLOYER 0 ABM INDUSTRY CONTRIBUTING EMPLOYER 0 ALLIED BUILDING PRODUCT CORP CONTRIBUTING EMPLOYER 0 BAY RIDGE NISSAN CONTRIBUTING EMPLOYER 0 BEARINGS LIMITED CONTRIBUTING EMPLOYER 0 BIRCH LUMBER CONTRIBUTING EMPLOYER 0 BROOKLYN AUDI CONTRIBUTING EMPLOYER 0 BROWN BUILDERS CONTRIBUTING EMPLOYER 0 BUILDERS GENERAL SUPPLY CONTRIBUTING EMPLOYER 0 CBF TRUCKING INC CONTRIBUTING EMPLOYER 0 CITY LUMBER CONTRIBUTING EMPLOYER 0 COLGATE RENTALS CORP CONTRIBUTING EMPLOYER 0 CORE MAIN CONTRIBUTING EMPLOYER 0 CUSTOM EP LLC CONTRIBUTING EMPLOYER 0 DEEPDALE COUNTRY CLUB CONTRIBUTING EMPLOYER 0 ELCONGDON & SONS CONTRIBUTING EMPLOYER 0 EASTERN MILLWORK CONTRIBUTING EMPLOYER 0 EASTERN STEEL CONTRIBUTING EMPLOYER 0 ELECTRONIC HARDWARE CORP CONTRIBUTING EMPLOYER 0 FERRARA LUMBER CORP CONTRIBUTING EMPLOYER 0 FIREBIRD FREIGHT CONTRIBUTING EMPLOYER 0 FRED'S SERVICE CENTER CONTRIBUTING EMPLOYER 0 FRESH MEADOWS COUNTRY CLUB CONTRIBUTING EMPLOYER 0 GARBER BUILDING SUPPLIES CONTRIBUTING EMPLOYER 0 GARDEN STATE LUMBER PRODUCTS CONTRIBUTING EMPLOYER 0 GEMTOR CONTRIBUTING EMPLOYER 0 GERSHOW RECYCLING CORP CONTRIBUTING EMPLOYER 0 I RAUCH'S & SONS CONTRIBUTING EMPLOYER 0 ISLAND AUTOMOTIVE CONTRIBUTING EMPLOYER 0 J ALPERIN CONTRIBUTING EMPLOYER 0 JAD CORP CONTRIBUTING EMPLOYER 0 JFK TRUCKING CONTRIBUTING EMPLOYER 0 KINGS AUTOMOTIVE CONTRIBUTING EMPLOYER 0 KSK AUTOMOTIVE CONTRIBUTING EMPLOYER 0 LENOBLE CONTRIBUTING EMPLOYER 0 LOCAL UNION NO 522 CONTRIBUTING EMPLOYER 0 MANUFACTURES RESERVE SUPPLY CONTRIBUTING EMPLOYER 0 MAYFLOWER SALES CO CONTRIBUTING EMPLOYER 0 MERCURY PAINT CONTRIBUTING EMPLOYER 0 MILLERS AUTO PARTS OF MT KISKO CONTRIBUTING EMPLOYER 0 MOTIVE PARTS CONTRIBUTING EMPLOYER 0 MRZ TRUCKING CONTRIBUTING EMPLOYER 0 NEAT HEAT CLIMATE CONTROL CONTRIBUTING EMPLOYER 0 NEW ERA LUMBER CONTRIBUTING EMPLOYER 0 OMNI RECYCLING OF WESTBURY CONTRIBUTING EMPLOYER 0 OMNI RECYCLING OF INWOOD CONTRIBUTING EMPLOYER 0 OPERATIVE CAKE CONTRIBUTING EMPLOYER 0 PARTS AUTHORITY CONTRIBUTING EMPLOYER 0 POINT BAY FUEL CONTRIBUTING EMPLOYER 0 POST AIR FREIGHT TRUCKING CONTRIBUTING EMPLOYER 0 PRIME AUTO PARTS CONTRIBUTING EMPLOYER 0 PRO LINE WAREHOUSING CONTRIBUTING EMPLOYER 0 PUBLIC SERVICE TRUCK CONTRIBUTING EMPLOYER 0 RAMADA PLAZA CONTRIBUTING EMPLOYER 0 RONDI AUTOMOBILE CONTRIBUTING EMPLOYER 0 ROSENZWEIG LUMBER COMPANY CONTRIBUTING EMPLOYER 0 RP BAKING LLC CONTRIBUTING EMPLOYER 0 S&J SHEET METAL SUPPLY CONTRIBUTING EMPLOYER 0 SFELDMAN CONTRIBUTING EMPLOYER 0 SHEA NASSAU SUFFOLK DELIVERY CONTRIBUTING EMPLOYER 0 SHORE POINT DISTRIBUTING CONTRIBUTING EMPLOYER 0 SKYLINE WINDOWS CONTRIBUTING EMPLOYER 0 SRS DISTRIBUTION CONTRIBUTING EMPLOYER 0 STATION AUTO PARTS & PAINT CONTRIBUTING EMPLOYER 0 STEEL BUILDING COMPONENTS LLC CONTRIBUTING EMPLOYER 0 SYSTEM FREIGHT CONTRIBUTING EMPLOYER 0 TIFFANY LUMBER COM CONTRIBUTING EMPLOYER 0 TILDEN HUNTINGTON CONTRIBUTING EMPLOYER 0 TULNOY LUMBER CONTRIBUTING EMPLOYER 0 TYLER DISTRIBUTION CENTERS CONTRIBUTING EMPLOYER 0 UNITED SUPPLY CONTRIBUTING EMPLOYER 0 WORLD TRADE CFS LLC CONTRIBUTING EMPLOYER 0 WIL-BAR CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0