2021-03-30T10:16:34-05:00 2020-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2019-07-01 136209963 DISTRICT COUNCIL 37 HEALTH & SECURITY PLAN TRUST DIST 2128151290 55 WATER ST NEW YORK NY 10041 MAF MISBAH UDDIN TRUSTEE 2128151290 2021-03-30 1 CAROL WESTFALL P00539069 6312734778 2019 2022-09-23 18:48:47Z 55 WATER ST NEW YORK NY 10041 222417426 0 X WWW.DC37.NET X 1966 NY TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 7 7 310 0 0 0 0 0 224411116 222356858 0 60568 0 0 224411116 222417426 0 0 209188633 204572363 6498349 6382412 0 0 0 8724134 11462651 224411116 222417426 0 0 72072870 78413248 72072870 78413248 0 0 TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 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 2362 0 1 310 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEPHEN JOHNSON 2128151290 55 WATER ST NEW YORK NY 10041 X OLIVER GRAY TRUSTEE - THRU 6/20 5.00 0.00 X 0 0 0 JAMES TUCCIARELLI TRUSTEE 5.00 0.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 0.00 X 0 0 0 CARMEN CHARLES TRUSTEE 5.00 0.00 X 0 0 0 JUDITH ARROYO TRUSTEE 5.00 0.00 X 0 0 0 NEAL FRUMKIN TRUSTEE 5.00 0.00 X 0 0 0 PETER STEIN TRUSTEE 5.00 0.00 X 0 0 0 JEFF OSHINS TRUSTEE 5.00 0.00 X 0 0 0 JODI P GOLDMAN ASSOC ADMIN 35.00 0.00 X 177434 0 39226 GLENN SWIRSON CONTROLLER 35.00 0.00 X 152820 0 48317 WILLIAM WHALEN DIR/CHIEF COUNSEL 35.00 0.00 X 172964 0 38341 SHELDON BARASCH SUPERVISING ATTY 35.00 0.00 X 148689 0 47151 YVETTE CHARMANT ASST CONTROLLER 35.00 0.00 X 147402 0 40960 JOSEPH PAOLOZZI III DIRECTOR OF OPERATIONS 25.00 0.00 X 147847 0 49097 JACQUELINE FRANCIS SENIOR ATTORNEY 25.00 0.00 X 136786 0 47533 GARY DEAN FORMER CONTROLLER 23.00 2.00 X 13000 110000 0 1096942 110000 310625 42 1 1 0 OPTUM RX INC DEPT NO 8765 LOS ANGELES CA 90088 PRESCRIPTION BEN ADM 1321007 MILLIMAN INC 1 PENN PLAZA 38TH FL NEW YORK NY 10019 ACTUARIAL SERVICES 124996 STONE EAGLE SVCS INC 111 W SPRING VALLEY RD RICHARDSON TX 75081 DENTAL ADMIN 109942 3 CONTRIBUTIONS - DC 37 BFT 525100 221303645 221303645 MEDICARE PART "D" SUBSIDY 525100 1053213 1053213 222356858 60568 60568 222417426 222356858 0 60568 204572363 412871 4116323 503104 945272 404842 226287 65000 633965 682427 5569857 1041111 41556 47620 113132 POSTRETIREMENT BENEFIT 1959440 ABANDONMENT FIXED ASSET 397095 COMPENSATED ABSENCES 269613 WITHDRAWAL LIABILITY 268382 147166 222417426 9671936 6981072 58181099 62812087 3748293 8527917 3693202 3601030 471542 92172 72072870 78413248 2983980 5607935 3314190 960597 65774700 71844716 72072870 78413248 X 0 0 0 0 0 0 0 0 72072870 78413248 0 0 X 0 1 X 1 0 0 1 X 582590 582590 0 3110612 3018440 92172 92172 NET OPEB OBLIGATION 57038423 WITHDRAWAL LIABILITY 6736571 EMPLOYEE'S ACCOM SEV, SICK & VAC 8069722 71844716 222417426 0 222417426 0 222417426 222417426 0 222417426 0 222417426 PART IV, LINE 2B: FUNDS FOR CERTAIN HEALTH BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNT HELD BY THE PLAN AS CUSTODIAN. 0 0 0 JODI P GOLDMAN ASSOC ADMIN 177434 0 0 0 0 0 25756 0 13470 0 216660 0 0 0 GLENN SWIRSON CONTROLLER 152820 0 0 0 0 0 21383 0 26934 0 201137 0 0 0 WILLIAM WHALEN DIR/CHIEF COUNSEL 172964 0 0 0 0 0 24946 0 13395 0 211305 0 0 0 SHELDON BARASCH SUPERVISING ATTY 148689 0 0 0 0 0 20316 0 26835 0 195840 0 0 0 YVETTE CHARMANT ASST CONTROLLER 147402 0 0 0 0 0 19906 0 21054 0 188362 0 0 0 JOSEPH PAOLOZZI III DIRECTOR OF OPERATIONS 147847 0 0 0 0 0 22096 0 27001 0 196944 0 0 0 JACQUELINE FRANCIS SENIOR ATTORNEY 136786 0 0 0 0 0 20670 0 26863 0 184319 0 0 0 GARY DEAN FORMER CONTROLLER 13000 110000 0 0 0 0 0 0 0 0 13000 110000 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND'S CONTROLLER AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND MANAGERIAL EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. POSSIBLE CONFLICTS ARE REQUIRED TO BE REPORTED TO THE ETHICAL PRACTICES COMMITTEE WHICH IS CHARGED WITH REVIEWING SUCH POSSIBLE CONFLICTS. A TRUSTEE OR MANAGERIAL EMPLOYEE IS PROHIBITED FROM MAKING A DECISION CONCERNING A BUSINESS RELATIONSHIP BETWEEN THE FUND AND A FIRM IN WHICH A CLOSE FAMILY MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990 PART VII, SECTION A, LINE 1A: THE FORMER OFFICER/KEY EMPLOYEE LISTED IN PART VII, SECTION A, RETIRED DURING 2018 AND WAS RETAINED AS A CONSULTANT TO ASSIST IN THE TRANSITION PERIOD. DC 37 BENEFITS FUND TRUST 55 WATER STREET NEW YORK NY 10041 132988369 EMPLOYEE BENEFIT PLAN TRUST NY 501(C)(5) N/A 0 DC 37 AFSCME AFL-CIO 55 WATER STREET NEW YORK NY 10041 135673101 LABOR ORGANIZATION NY 501(C)(5) N/A 0 JORALEMON DENTAL SERVICES PC 55 WATER STREET NEW YORK NY 10041 112538770 DENTAL SERVICES NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 FORM 990 PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM DC 37 AFSME, AFL-CIO IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF DC 37. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF DC 37.