2025-09-29T15:28:37-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 136701607 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 237 RETIREES BENEFIT FUND INTE 2129242000 216 WEST 14TH ST NEW YORK NY 10011 GREGORY FLOYD TRUSTEE 2129242000 2025-09-29 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-29 2024 2025-03-06 01:10:19Z GREGORY FLOYD 216 WEST 14TH ST NEW YORK NY 10011 36012491 0 X WWW.LOCAL237.ORG X 1975 NY TO PROVIDE VARIOUS WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 6 0 6 0 0 0 0 0 19807925 20465303 365993 3932528 13828 2675 20187746 24400506 0 0 25575500 32437387 1688739 1629103 0 0 0 1036434 1482300 28300673 35548790 -8112927 -11148284 66913838 61809252 3585415 4480583 63328423 57328669 TO PROVIDE VARIOUS WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY CITY EMPLOYEES LOCAL UNION 237 I.B.T. 0 0 THE RETIREES BENEFIT FUND PROVIDED PRESCRIPTION DRUG, DENTAL, OPTICAL, HEARING AID, DEATH, LEGAL SERVICES, SUPPLEMENTAL MEDICAL, RETIREMENT PLANNING, PENSION COUNSELING AND EDUCATION BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY CITY EMPLOYEES LOCAL UNION 237 I.B.T. 0 0 0 0 0 0 0 0 0 1 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 6 0 6 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X GREGORY FLOYD TRUSTEE CHAIRMAN 2129242000 216 WEST 14TH ST NEW YORK NY 10011 GREGORY FLOYD TRUSTEE 0.50 40.00 X 0 180319 18059 RUBEN TORRES TRUSTEE 0.50 40.00 X 0 181594 12442 DEREK JACKSON TRUSTEE 0.50 40.00 X 0 200228 20737 JEANETTE TAVARES TRUSTEE 0.50 40.00 X 0 193716 39083 DWAYNE MONTGOMERY TRUSTEE 0.50 40.00 X 0 0 21777 DONALD ARNOLD TRUSTEE 0.50 40.00 X 0 254601 17464 JULIE KOBI CO-DIRECTOR 29.00 11.00 X 168236 0 44184 168236 1010458 173746 1 0 1 0 PART D ADVISORS INC 17199 N LAUREL PARK DRIVE 400 LIVONIA MI 48152 DRUG SUBSIDY ADMINISTRATOR 501903 UNITED HEALTHCARE 1 PENNSYLVANIA PLAZA 8 NEW YORK NY 10119 DENTAL CLAIMS ADMINISTRATOR 385457 STEPTOE & JOHNSON LLP PO BOX 603212 CHARLOTTE NC 282603212 LEGAL FEES 105361 3 EMPLOYER CONTRIBUTIONS 900099 18232437 18232437 MEDICARE REFUNDS 900099 2167777 2167777 COBRA CONTRIBUTIONS 900099 65089 65089 20465303 262408 262408 15282105 11611985 3670120 3670120 3670120 OTHER INCOME 900099 2675 2675 2675 24400506 20467978 0 3932528 32437387 1144284 105901 329101 49817 129913 44000 135882 554477 286471 25013 83498 13929 16843 29499 FEES MANDATED BY THE AF 61541 LEASE AMORTIZATION 61343 ADMIN FUND EXPENSE REIM 39891 35548790 5022629 2932512 50676 609398 11481880 14278573 12078 12078 792164 749178 59829 42986 49484215 41429070 500486 802531 2004149 66913838 61809252 494027 634785 3091388 3845798 3585415 4480583 X 0 0 0 0 63328423 57328669 63328423 57328669 66913838 61809252 X -11148284 4115073 -40000 1073457 X X 0 1 X 1 0 232355 231976 379 337699 337699 0 222110 179503 42607 42986 DUE TO AFFILIATES 1579740 ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION 1763168 OPERATING LEASE LIABILITY 502890 3845798 X 28379697 4115073 4115073 24264624 135882 135882 24400506 35412908 0 35412908 135882 135882 35548790 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST EXEMPTION LETTER ON OCTOBER 29, 1975, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(9). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 DONALD ARNOLD TRUSTEE 0 254601 0 0 0 0 0 17464 0 0 0 272065 0 0 JEANETTE TAVARES TRUSTEE 0 193716 0 0 0 0 0 14762 0 24321 0 232799 0 0 DEREK JACKSON TRUSTEE 0 200228 0 0 0 0 0 18457 0 2280 0 220965 0 0 JULIE KOBI CO-DIRECTOR 168236 0 0 0 0 0 9818 0 34366 0 212420 0 0 0 GREGORY FLOYD TRUSTEE 0 180319 0 0 0 0 0 18059 0 0 0 198378 0 0 RUBEN TORRES TRUSTEE 0 181594 0 0 0 0 0 12442 0 0 0 194036 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S FORM 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS THE TAX RETURN WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND STAFF SALARIES ARE SET BY DEPARTMENT DIRECTORS AND APPROVED BY THE BOARD OF TRUSTEES APPOINTED BY THE UNION. INCREASES ARE EQUIVALENT TO UNION SALARY INCREASES PURSUANT TO THE COLLECTIVE BARGAINING CONTRACT IN FORCE. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT ADJUSTMENT OTHER THAN NET PERIODIC PENSION COST 1,190,787. POSTRETIREMENT BENEFIT ADJ OTHER THAN NET PERIODIC POSTRETIREMENT BENE COST -117,330. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CITY EMPLOYEES UNION LOCAL 237 IBT 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE ASSISTANCE TO MEMBERS IN LABOR RELATED MATTERS NY 501(C)(5) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND 216 WEST 14TH STREET NEW YORK NY 10011 133017119 PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO ELIGIBLE MEMBERS NY 501(C)(3) N/A N/A 0 TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 132867113 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOYEES 216 WEST 14TH STREET NEW YORK NY 10011 133632883 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH & WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353516 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH & WELFARE TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353525 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132900165 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132953328 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS PLAINVIEW - OLD BETHPAGE CTR SCHOOL DISTRICT H&W TRUST 216 WEST 14TH STREET NEW YORK NY 10011 237442262 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237378882 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND 216 WEST 14TH STREET NEW YORK NY 10011 476794596 ADMINISTER FUNDS OF AFFILIATES NY 501(C)(5) N/A N/A 0 NEW YORK CITY OFFICE OF LABOR RELATIONS 22 CORTLANDT STREET FL 12-14 NEW YORK NY 10007 MUNICIPAL GOVERNMENT AGENCY NY N/A 0 NEW YORK CITY HOUSING AUTHORITY 90 CHURCH STREET NEW YORK NY 10007 MUNICIPAL GOVERNMENT AGENCY NY N/A 0 NEW YORK CITY HEALTH AND HOSPITALS CORPORATION 50 WATER ST FL 3 NEW YORK NY 100046010 132655001 PUBLIC BENEFIT CORPORATION NY 501(C)(3) N/A N/A 0 NEW YORK CITY DEPARTMENT OF EDUCATION 52 CHAMBERS STREET NEW YORK NY 10007 112302049 MUNICIPAL GOVERNMENT AGENCY NY 501(C)(3) N/A N/A 0 NEW YORK CITY TRANSIT AUTHORITY (MTA) 2 BROADWAY NEW YORK NY 10004 116002815 MUNICIPAL GOVERNMENT AGENCY NY N/A N/A 0 LOCAL 621 UNION NY LOCAL 832 UNION NY 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 TEAMSTERS LOCAL 237 WELFARE FUND P 1314066 FMV TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND S 4043422 FMV TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND N 275328 FMV