2025-10-11T13:24:24-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-01-01 135603868 INSURANCE TRUST FUND PRIVATE SANITATION UNION LOCAL 813 IBT INSU 7189377150 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 DANIEL WRIGHT TRUSTEE 7189377150 2025-10-10 1 1 JOSEPH MORELLO P02146706 2126951300 2025-10-11 2024 2025-03-06 01:10:19Z DANIEL WRIGHT 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 33110456 0 X N/A X 1951 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 8 3 0 0 1459378 0 0 0 26350116 26727297 2271816 3466619 0 0 28621932 30193916 0 0 26699530 30172102 420642 480661 0 0 0 707560 778645 27827732 31431408 794200 -1237492 59657048 60167844 9289653 8807896 50367395 51359948 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 X 8 3 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 X THE ORGANIZATION 7189377150 48-18 VAN DAM STREET LIC NY 11101 SEAN T CAMPBELL TRUSTEE 2.00 8.00 X 38400 0 0 JEFFREY GUTTERMAN TRUSTEE 2.00 4.00 X 0 0 0 ROBERT TILLIS TRUSTEE 2.00 8.00 X 0 0 0 NICHOLAS ORLANDO TRUSTEE 2.00 4.00 X 0 0 0 DANIEL WRIGHT TRUSTEE 2.00 38.00 X 0 211047 46431 BONACIO CRESPI TRUSTEE 2.00 38.00 X 0 135500 51811 NEAL SCHELBERG TRUSTEE 2.00 6.00 X 38400 0 0 KIMBERLY ZAMBITO TRUSTEE 2.00 6.00 X 0 5100 0 SHANAE JOHNSON FUND ADMINISTRATOR 8.00 32.00 X 0 130275 43265 76800 481922 141507 0 0 1 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSOR AND PPO ACCESS 805423 PROSKAUER ROSE ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 211966 2 EMPLOYER CONTRIBUTIONS 525100 26672275 26672275 CONTRIBUTIONS (COBRA) 525100 55022 55022 26727297 1459378 1459378 4923781 2916540 2007241 2007241 2007241 30193916 26727297 1459378 2007241 30172102 76800 251425 135554 16882 211966 58963 187121 60456 53212 101504 68596 5483 31344 31431408 4210228 3706605 4064037 754042 2492970 2698414 50024 241419 35275649 39369915 13564140 13397449 59657048 60167844 140965 72896 9148688 8735000 9289653 8807896 X 0 0 0 0 50367395 51359948 50367395 51359948 59657048 60167844 -1237492 2230045 0 X 0 1 X 0 0 0 LIMITED PARTNERSHIPS 13397449 F 13397449 BENEFIT OBLIGATIONS 8735000 8735000 X 32236840 2230045 2230045 30006795 187121 187121 30193916 31635287 0 31635287 187121 -391000 -203879 31431408 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 0 0 0 DANIEL WRIGHT TRUSTEE 0 193297 0 0 0 17750 0 18663 0 27768 0 257478 0 0 BONACIO CRESPI TRUSTEE 0 120150 0 0 0 15350 0 24043 0 27768 0 187311 0 0 SHANAE JOHNSON FUND ADMINISTRATOR 0 130275 0 0 0 0 0 22725 0 20540 0 173540 0 0 FORM 990, PART VI, SECTION A, LINE 7A LINE 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 11B THE 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 19 THE 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. LOCAL 813 SAVINGS AND THRIFT TRUST FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 800529051 BENEFIT FUND NY 501(A) 0 LOCAL 27 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 136567546 BENEFIT FUND NY 501(A) 0 LOCAL 813 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 131975659 BENEFIT FUND NY 501(A) 0 LOCAL 1034 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 136594795 BENEFIT FUND NY 501(A) 0 LOCAL 813 IBT 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 135603897 LABOR UNION NY 501(C)(5) 0 AA DANZO SANITATION INC CONTRIBUTING EMPLOYER 0 A & T FUNERAL HOME INC CONTRIBUTING EMPLOYER 0 AAC BUILDERS CARTING LLC CONTRIBUTING EMPLOYER 0 ADELPHIA CONTAINER CORP CONTRIBUTING EMPLOYER 0 ALIFFI FUNERAL SERVICES CONTRIBUTING EMPLOYER 0 ALITE AUTO SERVICE INC CONTRIBUTING EMPLOYER 0 AMRO CARTING CONTRIBUTING EMPLOYER 0 ARMA CONTAINER CORP CONTRIBUTING EMPLOYER 0 ASTORIA RUBBISH REMOVAL CONTRIBUTING EMPLOYER 0 BATESVILLE LOGISTICS INC CONTRIBUTING EMPLOYER 0 BAVARO CARTING CORP CONTRIBUTING EMPLOYER 0 BAVERSTOCK - DZIUBA FNRL CONTRIBUTING EMPLOYER 0 BELL CONTAINER CORPORATION CONTRIBUTING EMPLOYER 0 BETTER CARTING CONTRIBUTING EMPLOYER 0 BETTER-PAK CONTAINER CORP CONTRIBUTING EMPLOYER 0 BORO-WIDE CONTRIBUTING EMPLOYER 0 BRUNO CARACCIOLO FUNERAL CONTRIBUTING EMPLOYER 0 CARDELLA TRUCKING COMPANY CONTRIBUTING EMPLOYER 0 CASTLE HILL FUNERAL HOME CONTRIBUTING EMPLOYER 0 CASTLE SANITATION CONTRIBUTING EMPLOYER 0 CEDAR PARK CEMETERY CONTRIBUTING EMPLOYER 0 CENTURY DIRECT SOLUTINS LLC CONTRIBUTING EMPLOYER 0 CERASO-GENNARELLI FUNERAL CONTRIBUTING EMPLOYER 0 CERTIFIED CARTING INC CONTRIBUTING EMPLOYER 0 CHELSEA SANITATION CONTRIBUTING EMPLOYER 0 CITY HAULING LLC CONTRIBUTING EMPLOYER 0 CITY WASTE SERVICES CONTRIBUTING EMPLOYER 0 CITY WIDE CONTAINER CONTRIBUTING EMPLOYER 0 CLASSIC RECYCLING CLASSIC SANITATION CONTRIBUTING EMPLOYER 0 CLEARVIEW GARDENS CONTRIBUTING EMPLOYER 0 DANIELLO CARTING COMPANY CONTRIBUTING EMPLOYER 0 DEJANA INDUSTRIES CONTRIBUTING EMPLOYER 0 DELTA CORRUGATED PAPER PRODUCTS CORP CONTRIBUTING EMPLOYER 0 DONZA FUNERAL HOME INC CONTRIBUTING EMPLOYER 0 DOUGLAS R MATHIE FUN SER IN CONTRIBUTING EMPLOYER 0 EDCC SERVICES CORP CONTRIBUTING EMPLOYER 0 EVERGREEN FUNERAL HOME I CONTRIBUTING EMPLOYER 0 FERRARO FINE FOODS OF NY LLC CONTRIBUTING EMPLOYER 0 G & C FABCON LLC CONTRIBUTING EMPLOYER 0 GLASCOTT FUNERAL HOMES CONTRIBUTING EMPLOYER 0 GUTTERMANS INC CONTRIBUTING EMPLOYER 0 HARRY F BLAIR FUNERAL HOME INC CONTRIBUTING EMPLOYER 0 HERITAGE FUNERAL HOME CONTRIBUTING EMPLOYER 0 INDEPENDENCE CARTING CONTRIBUTING EMPLOYER 0 INWOOD TRADE SERVICE INC CONTRIBUTING EMPLOYER 0 JAMAICA ASH & RUBBISH CONTRIBUTING EMPLOYER 0 JOHN SENKO INC DBA HEMPSTEAD FUNERAL HOME CONTRIBUTING EMPLOYER 0 KANDEL & SON INC - CONTRIBUTING EMPLOYER 0 KLEINS AUTO RENTAL SERVIC CONTRIBUTING EMPLOYER 0 LAKEWOOD CEMETERY ASSO DBA RIVERSIDE CEMETERY CONTRIBUTING EMPLOYER 0 LEGACY CARTING CONTRIBUTING EMPLOYER 0 LIBERTY CONTRACTING CONTRIBUTING EMPLOYER 0 LONG ISLAND WASTE CONTRIBUTING EMPLOYER 0 M&M SANITATION CONTRIBUTING EMPLOYER 0 MAGGIO ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 MANHATTAN INTERIOR CONTRACTING CONTRIBUTING EMPLOYER 0 MESTRANDREA FUNERAL CHAPELS DBA MAJESTIC FUN'L SVC CONTRIBUTING EMPLOYER 0 METROPOLITAN TRANSFER CONTRIBUTING EMPLOYER 0 METZGER LIMOUSINE INC CONTRIBUTING EMPLOYER 0 MICHAELS FUNERAL HOME INC CONTRIBUTING EMPLOYER 0 MILSO INDUSTRIES CORP AKA SO BKLYN CASKET CO CONTRIBUTING EMPLOYER 0 MONTEFIORE CEMETERY CORP REGULAR EMPLOYEE CONTRIBUTING EMPLOYER 0 N F WALKER INC CONTRIBUTING EMPLOYER 0 N F WALKER OF QUEENS IN CONTRIBUTING EMPLOYER 0 NATIONAL PACAGING SERVICE CONTRIBUTING EMPLOYER 0 NEW YORK FUNERAL CHAPEL LLC DBA GRAMERCY CONTRIBUTING EMPLOYER 0 OLINER FIBRE CO INC CONTRIBUTING EMPLOYER 0 PACCIONE FUNERAL DIRECTOR CONTRIBUTING EMPLOYER 0 PAPAVERO FUNERAL HOME CONTRIBUTING EMPLOYER 0 PHASE 1 REMOVALS INC CONTRIBUTING EMPLOYER 0 PYRAMID FLOOR COVERING INC CONTRIBUTING EMPLOYER 0 PYRAMID FUNERAL SERV OF B CONTRIBUTING EMPLOYER 0 R STUTZMANN & SON INC CONTRIBUTING EMPLOYER 0 R3 METRO NORTH (BUNZL SCHRIER BROTHERS) CONTRIBUTING EMPLOYER 0 RALPH GIORDANO FUNERAL HO CONTRIBUTING EMPLOYER 0 RC ENVIRONMENTAL CONTRIBUTING EMPLOYER 0 RC ENVIRONMENTAL LLC CONTRIBUTING EMPLOYER 0 RITE-WAY INTERNAL REMOVAL CONTRIBUTING EMPLOYER 0 ROMANO FUNERAL HOME CONTRIBUTING EMPLOYER 0 SAINT RAYMOND CEMETERY CONTRIBUTING EMPLOYER 0 SANI-PRO CONTRIBUTING EMPLOYER 0 SCISCHWARTZ BROS FUNERAL CO THOMAS M QUINN & SONS CONTRIBUTING EMPLOYER 0 SHERMANS FLATBUSH MEMORIA CONTRIBUTING EMPLOYER 0 SOUND TONE FLOOR INC CONTRIBUTING EMPLOYER 0 ST JOSEPH'S CEMETERY CONTRIBUTING EMPLOYER 0 STATEN ISLAND C&D CONTRIBUTING EMPLOYER 0 STATEWIDE DEMOLITION CONTRIBUTING EMPLOYER 0 STERICYCLE CONTRIBUTING EMPLOYER 0 STERLING SANITARY SUPPLY CONTRIBUTING EMPLOYER 0 SUPPLYONE NEW YOR INC CONTRIBUTING EMPLOYER 0 TAGLIA LYSAK & CO INC CONTRIBUTING EMPLOYER 0 THE HERTZ CORP CONTRIBUTING EMPLOYER 0 THE SEA GATE ASSOCIATION CONTRIBUTING EMPLOYER 0 THE SEA GATE ASSOCIATION CONTRIBUTING EMPLOYER 0 TRI-STATE DISMANTLING COR CONTRIBUTING EMPLOYER 0 TULLY ENVIRONMENTAL INC CONTRIBUTING EMPLOYER 0 TUNNEL BARREL & DRUM CO I CONTRIBUTING EMPLOYER 0 TUNNEL HILL ASH LLC CONTRIBUTING EMPLOYER 0 U-NEED-A-ROLL OFF CORP CONTRIBUTING EMPLOYER 0 UNIQUE SANITATION COMPANY CONTRIBUTING EMPLOYER 0 UNITED BASKET COMPANY INC CONTRIBUTING EMPLOYER 0 WASTE CONNECTIONS OF NEW YORK CONTRIBUTING EMPLOYER 0 WEINSTEIN FAMILY SERVICES OF NY LLC CONTRIBUTING EMPLOYER 0 WEST SIDE FUNERAL SERVICE SCI CO THOMAS M QUINN & CONTRIBUTING EMPLOYER 0 WHITESTONE FUNERAL LIVERY CONTRIBUTING EMPLOYER 0 WILLIAMSBURG PAPER STOCK CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LOCAL 813 PENSION FUND O 404904 COST ALLOCATION STUDIES LOCAL 813 PENSION FUND N 215922 COST ALLOCATION STUDIES LOCAL 813 PENSION FUND P 620826 COST ALLOCATION STUDIES