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PRIVATE SANITATION UNION-813 INSURANCE TRUST FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PRIVATE SANITATION UNION-813 INSURANCE TRUST FUND (EIN 13-5603868)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-11
IRS object ID
202512849349300616
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-10-11T13:24:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 SEVENTH AVENUE 16TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135603868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSURANCE TRUST FUNDBusinessNameLine1Txt
Business Name Line2PRIVATE SANITATION UNION LOCAL 813 IBTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSUBusinessNameControlTxt
Phone7189377150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148-18 VAN DAM STREETAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL WRIGHTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7189377150PhoneNum
Signature2025-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH MORELLOPreparerPersonNm
PTINP02146706PTIN
Phone2126951300PhoneNum
Preparation2025-10-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL WRIGHTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line148-18 VAN DAM STREETAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,110,456GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,459,378TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$26,350,116PYProgramServiceRevenueAmt
CY Program Service Revenue$26,727,297CYProgramServiceRevenueAmt
PY Investment Income$2,271,816PYInvestmentIncomeAmt
CY Investment Income$3,466,619CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$28,621,932PYTotalRevenueAmt
CY Total Revenue$30,193,916CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$26,699,530PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$30,172,102CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$420,642PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$480,661CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$707,560PYOtherExpensesAmt
CY Other Expenses$778,645CYOtherExpensesAmt
PY Total Expenses$27,827,732PYTotalExpensesAmt
CY Total Expenses$31,431,408CYTotalExpensesAmt
PY Revenues Less Expenses$794,200PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,237,492CYRevenuesLessExpensesAmt
Total Assets BOY$59,657,048TotalAssetsBOYAmt
Total Assets EOY$60,167,844TotalAssetsEOYAmt
Total Liabilities BOY$9,289,653TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,807,896TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$50,367,395NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,359,948NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7189377150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148-18 VAN DAM STREETAddressLine1Txt
CityLICCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SEAN T CAMPBELL
TRUSTEE2.008.00Yes (X)$38,400$0$0
JEFFREY GUTTERMAN
TRUSTEE2.004.00Yes (X)$0$0$0
ROBERT TILLIS
TRUSTEE2.008.00Yes (X)$0$0$0
NICHOLAS ORLANDO
TRUSTEE2.004.00Yes (X)$0$0$0
DANIEL WRIGHT
TRUSTEE2.0038.00Yes (X)$0$211,047$46,431
BONACIO CRESPI
TRUSTEE2.0038.00Yes (X)$0$135,500$51,811
NEAL SCHELBERG
TRUSTEE2.006.00Yes (X)$38,400$0$0
KIMBERLY ZAMBITO
TRUSTEE2.006.00Yes (X)$0$5,100$0
SHANAE JOHNSON
FUND ADMINISTRATOR8.0032.00$0$130,275$43,265Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$76,800TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$481,922TotReportableCompRltdOrgAmt
Total Other Compensation$141,507TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA LIFE INSURANCE COMPANY
151 FARMINGTON AVENUEHARTFORDCT06156CLAIMS PROCESSOR AND PPO ACCESS$805,423
PROSKAUER ROSE
ELEVEN TIMES SQUARENEW YORKNY10036LEGAL SERVICES$211,966
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$26,672,275$26,672,275
CONTRIBUTIONS (COBRA)525100$55,022$55,022
FieldValueIRS element (for citing)
Total Program Service Revenue$26,727,297TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,459,378TotalRevenueColumnAmt
Unrelated Business Revenue$1,459,378UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,923,781SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,916,540SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,007,241SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,007,241TotalRevenueColumnAmt
Exclusion$2,007,241ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,193,916TotalRevenueColumnAmt
Related Or Exempt Func Income$26,727,297RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,459,378UnrelatedBusinessRevenueAmt
Exclusion$2,007,241ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$30,172,102TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$76,800TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$251,425TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$135,554TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,882TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$211,966TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,963TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$187,121TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,456TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,212TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$101,504TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$68,596TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,483TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,344TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,431,408TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,210,228BOYAmt
EOY$3,706,605EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,064,037BOYAmt
EOY$754,042EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,492,970BOYAmt
EOY$2,698,414EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$50,024BOYAmt
EOY$241,419EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,275,649BOYAmt
EOY$39,369,915EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,564,140BOYAmt
EOY$13,397,449EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$59,657,048BOYAmt
EOY$60,167,844EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$140,965BOYAmt
EOY$72,896EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,148,688BOYAmt
EOY$8,735,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,289,653BOYAmt
EOY$8,807,896EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$50,367,395BOYAmt
EOY$51,359,948EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,367,395BOYAmt
EOY$51,359,948EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,657,048BOYAmt
EOY$60,167,844EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,237,492ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,230,045NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$13,397,449BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$13,397,449TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONSDesc
Amt$8,735,000Amt
FieldValueIRS element (for citing)
Total Liability$8,735,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$32,236,840TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,230,045NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,230,045RevenueNotReportedAmt
Revenue Subtotal$30,006,795RevenueSubtotalAmt
Investment Expenses Not Incld$187,121InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$187,121RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$30,193,916TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$31,635,287TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$31,635,287ExpensesSubtotalAmt
Investment Expenses Not Incld2$187,121InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$391,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$203,879ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$31,431,408TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 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 XII, LINE 4B - OTHER ADJUSTMENTS:DECREASE IN BENEFIT OBLIGATIONS

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DANIEL WRIGHT
TRUSTEE$0$193,297$0$0$0$17,750$0$18,663$0$27,768$0$257,478$0$0
BONACIO CRESPI
TRUSTEE$0$120,150$0$0$0$15,350$0$24,043$0$27,768$0$187,311$0$0
SHANAE JOHNSON
FUND ADMINISTRATOR$0$130,275$0$0$0$0$0$22,725$0$20,540$0$173,540$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ALINE 7A EXPLANATION - FUND IS A TAFT-HARTLEY PLAN GOVERNED BY A JOINT BOARD OF TRUSTEES. HALF ARE APPOINTED BY UNION AND HALF BY THE EMPLOYERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LOCAL 813 SAVINGS AND THRIFT TRUST FUND
48-18 VAN DAM STREETLONG ISLAND CITYNY11101800529051BENEFIT FUNDNY501(A)0
LOCAL 27 PENSION FUND
48-18 VAN DAM STREETLONG ISLAND CITYNY11101136567546BENEFIT FUNDNY501(A)0
LOCAL 813 PENSION FUND
48-18 VAN DAM STREETLONG ISLAND CITYNY11101131975659BENEFIT FUNDNY501(A)0
LOCAL 1034 PENSION FUND
48-18 VAN DAM STREETLONG ISLAND CITYNY11101136594795BENEFIT FUNDNY501(A)0
LOCAL 813 IBT
48-18 VAN DAM STREETLONG ISLAND CITYNY11101135603897LABOR UNIONNY501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (106 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
AA DANZO SANITATION INC
CONTRIBUTING EMPLOYER0
A & T FUNERAL HOME INC
CONTRIBUTING EMPLOYER0
AAC BUILDERS CARTING LLC
CONTRIBUTING EMPLOYER0
ADELPHIA CONTAINER CORP
CONTRIBUTING EMPLOYER0
ALIFFI FUNERAL SERVICES
CONTRIBUTING EMPLOYER0
ALITE AUTO SERVICE INC
CONTRIBUTING EMPLOYER0
AMRO CARTING
CONTRIBUTING EMPLOYER0
ARMA CONTAINER CORP
CONTRIBUTING EMPLOYER0
ASTORIA RUBBISH REMOVAL
CONTRIBUTING EMPLOYER0
BATESVILLE LOGISTICS INC
CONTRIBUTING EMPLOYER0
BAVARO CARTING CORP
CONTRIBUTING EMPLOYER0
BAVERSTOCK - DZIUBA FNRL
CONTRIBUTING EMPLOYER0
BELL CONTAINER CORPORATION
CONTRIBUTING EMPLOYER0
BETTER CARTING
CONTRIBUTING EMPLOYER0
BETTER-PAK CONTAINER CORP
CONTRIBUTING EMPLOYER0
BORO-WIDE
CONTRIBUTING EMPLOYER0
BRUNO CARACCIOLO FUNERAL
CONTRIBUTING EMPLOYER0
CARDELLA TRUCKING COMPANY
CONTRIBUTING EMPLOYER0
CASTLE HILL FUNERAL HOME
CONTRIBUTING EMPLOYER0
CASTLE SANITATION
CONTRIBUTING EMPLOYER0
CEDAR PARK CEMETERY
CONTRIBUTING EMPLOYER0
CENTURY DIRECT SOLUTINS LLC
CONTRIBUTING EMPLOYER0
CERASO-GENNARELLI FUNERAL
CONTRIBUTING EMPLOYER0
CERTIFIED CARTING INC
CONTRIBUTING EMPLOYER0
CHELSEA SANITATION
CONTRIBUTING EMPLOYER0
CITY HAULING LLC
CONTRIBUTING EMPLOYER0
CITY WASTE SERVICES
CONTRIBUTING EMPLOYER0
CITY WIDE CONTAINER
CONTRIBUTING EMPLOYER0
CLASSIC RECYCLING CLASSIC SANITATION
CONTRIBUTING EMPLOYER0
CLEARVIEW GARDENS
CONTRIBUTING EMPLOYER0
DANIELLO CARTING COMPANY
CONTRIBUTING EMPLOYER0
DEJANA INDUSTRIES
CONTRIBUTING EMPLOYER0
DELTA CORRUGATED PAPER PRODUCTS CORP
CONTRIBUTING EMPLOYER0
DONZA FUNERAL HOME INC
CONTRIBUTING EMPLOYER0
DOUGLAS R MATHIE FUN SER IN
CONTRIBUTING EMPLOYER0
EDCC SERVICES CORP
CONTRIBUTING EMPLOYER0
EVERGREEN FUNERAL HOME I
CONTRIBUTING EMPLOYER0
FERRARO FINE FOODS OF NY LLC
CONTRIBUTING EMPLOYER0
G & C FABCON LLC
CONTRIBUTING EMPLOYER0
GLASCOTT FUNERAL HOMES
CONTRIBUTING EMPLOYER0
GUTTERMANS INC
CONTRIBUTING EMPLOYER0
HARRY F BLAIR FUNERAL HOME INC
CONTRIBUTING EMPLOYER0
HERITAGE FUNERAL HOME
CONTRIBUTING EMPLOYER0
INDEPENDENCE CARTING
CONTRIBUTING EMPLOYER0
INWOOD TRADE SERVICE INC
CONTRIBUTING EMPLOYER0
JAMAICA ASH & RUBBISH
CONTRIBUTING EMPLOYER0
JOHN SENKO INC DBA HEMPSTEAD FUNERAL HOME
CONTRIBUTING EMPLOYER0
KANDEL & SON INC -
CONTRIBUTING EMPLOYER0
KLEINS AUTO RENTAL SERVIC
CONTRIBUTING EMPLOYER0
LAKEWOOD CEMETERY ASSO DBA RIVERSIDE CEMETERY
CONTRIBUTING EMPLOYER0
LEGACY CARTING
CONTRIBUTING EMPLOYER0
LIBERTY CONTRACTING
CONTRIBUTING EMPLOYER0
LONG ISLAND WASTE
CONTRIBUTING EMPLOYER0
M&M SANITATION
CONTRIBUTING EMPLOYER0
MAGGIO ENVIRONMENTAL
CONTRIBUTING EMPLOYER0
MANHATTAN INTERIOR CONTRACTING
CONTRIBUTING EMPLOYER0
MESTRANDREA FUNERAL CHAPELS DBA MAJESTIC FUN'L SVC
CONTRIBUTING EMPLOYER0
METROPOLITAN TRANSFER
CONTRIBUTING EMPLOYER0
METZGER LIMOUSINE INC
CONTRIBUTING EMPLOYER0
MICHAELS FUNERAL HOME INC
CONTRIBUTING EMPLOYER0
MILSO INDUSTRIES CORP AKA SO BKLYN CASKET CO
CONTRIBUTING EMPLOYER0
MONTEFIORE CEMETERY CORP REGULAR EMPLOYEE
CONTRIBUTING EMPLOYER0
N F WALKER INC
CONTRIBUTING EMPLOYER0
N F WALKER OF QUEENS IN
CONTRIBUTING EMPLOYER0
NATIONAL PACAGING SERVICE
CONTRIBUTING EMPLOYER0
NEW YORK FUNERAL CHAPEL LLC DBA GRAMERCY
CONTRIBUTING EMPLOYER0
OLINER FIBRE CO INC
CONTRIBUTING EMPLOYER0
PACCIONE FUNERAL DIRECTOR
CONTRIBUTING EMPLOYER0
PAPAVERO FUNERAL HOME
CONTRIBUTING EMPLOYER0
PHASE 1 REMOVALS INC
CONTRIBUTING EMPLOYER0
PYRAMID FLOOR COVERING INC
CONTRIBUTING EMPLOYER0
PYRAMID FUNERAL SERV OF B
CONTRIBUTING EMPLOYER0
R STUTZMANN & SON INC
CONTRIBUTING EMPLOYER0
R3 METRO NORTH (BUNZL SCHRIER BROTHERS)
CONTRIBUTING EMPLOYER0
RALPH GIORDANO FUNERAL HO
CONTRIBUTING EMPLOYER0
RC ENVIRONMENTAL
CONTRIBUTING EMPLOYER0
RC ENVIRONMENTAL LLC
CONTRIBUTING EMPLOYER0
RITE-WAY INTERNAL REMOVAL
CONTRIBUTING EMPLOYER0
ROMANO FUNERAL HOME
CONTRIBUTING EMPLOYER0
SAINT RAYMOND CEMETERY
CONTRIBUTING EMPLOYER0
SANI-PRO
CONTRIBUTING EMPLOYER0
SCISCHWARTZ BROS FUNERAL CO THOMAS M QUINN & SONS
CONTRIBUTING EMPLOYER0
SHERMANS FLATBUSH MEMORIA
CONTRIBUTING EMPLOYER0
SOUND TONE FLOOR INC
CONTRIBUTING EMPLOYER0
ST JOSEPH'S CEMETERY
CONTRIBUTING EMPLOYER0
STATEN ISLAND C&D
CONTRIBUTING EMPLOYER0
STATEWIDE DEMOLITION
CONTRIBUTING EMPLOYER0
STERICYCLE
CONTRIBUTING EMPLOYER0
STERLING SANITARY SUPPLY
CONTRIBUTING EMPLOYER0
SUPPLYONE NEW YOR INC
CONTRIBUTING EMPLOYER0
TAGLIA LYSAK & CO INC
CONTRIBUTING EMPLOYER0
THE HERTZ CORP
CONTRIBUTING EMPLOYER0
THE SEA GATE ASSOCIATION
CONTRIBUTING EMPLOYER0
THE SEA GATE ASSOCIATION
CONTRIBUTING EMPLOYER0
TRI-STATE DISMANTLING COR
CONTRIBUTING EMPLOYER0
TULLY ENVIRONMENTAL INC
CONTRIBUTING EMPLOYER0
TUNNEL BARREL & DRUM CO I
CONTRIBUTING EMPLOYER0
TUNNEL HILL ASH LLC
CONTRIBUTING EMPLOYER0
U-NEED-A-ROLL OFF CORP
CONTRIBUTING EMPLOYER0
UNIQUE SANITATION COMPANY
CONTRIBUTING EMPLOYER0
UNITED BASKET COMPANY INC
CONTRIBUTING EMPLOYER0
WASTE CONNECTIONS OF NEW YORK
CONTRIBUTING EMPLOYER0
WEINSTEIN FAMILY SERVICES OF NY LLC
CONTRIBUTING EMPLOYER0
WEST SIDE FUNERAL SERVICE SCI CO THOMAS M QUINN &
CONTRIBUTING EMPLOYER0
WHITESTONE FUNERAL LIVERY
CONTRIBUTING EMPLOYER0
WILLIAMSBURG PAPER STOCK
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LOCAL 813 PENSION FUND
O$404,904COST ALLOCATION STUDIES
LOCAL 813 PENSION FUND
N$215,922COST ALLOCATION STUDIES
LOCAL 813 PENSION FUND
P$620,826COST ALLOCATION STUDIES