2025-11-10T12:42:30-06:00 2024-12-31 132550103 D'ARCANGELO & CO LLP 120 LOMOND COURT UTICA NY 135025950 990 2024-01-01 156025166 PLUMBERS & STEAMFITTERS LOCAL 81 INSURANCE FUND PLUM 3154331554 107 TWIN OAKS DRIVE SYRACUSE NY 13206 MICHAEL D NANNO FUND MANAGER 3154331554 2025-10-31 1 0 COURTNEY A PEARSALL CPA P01262321 3157355216 2025-10-31 2024 2025-03-06 01:10:19Z X MICHAEL D NANNO 107 TWIN OAKS DRIVE SYRACUSE NY 13206 39160149 0 X WWW.UALOCAL81.ORG X 1954 NY EMPLOYEE BENEFITS FUND 14 7 16 0 0 0 0 0 11039830 14823183 1288535 2656130 228046 8947794 12556411 26427107 0 0 9981901 12873149 353199 625827 0 0 0 590195 708198 10925295 14207174 1631116 12219933 36905870 48939368 338034 396006 36567836 48543362 THE ORGANIZATION'S MISSION IS TO PROVIDE VARIOUS BENEFITS TO MEMBERS WHOSE EMPLOYERS ARE SUBJECT TO UNION AGREEMENTS REQUIRING CONTRIBUTIONS TO THE FUND. 0 0 THE PROGRAM PROVIDES HEALTH, DENTAL, AND LIFE INSURANCE BENEFITS. 0 0 0 0 0 0 0 0 0 1 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 10 0 1 16 1 0 0 0 0 0 0 0 0 X 14 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X MICHAEL NANNO FUND MANAGER 3154377397 107 TWIN OAKS DRIVE SYRACUSE NY 13206 JOHN DINEEN EMPLOYER TRUSTEE 0.50 X 0 0 0 STEVE PERRY EMPLOYER TRUSTEE 0.50 X 0 0 0 MARCO BERTRON EMPLOYER TRUSTEE 0.50 X 0 0 0 EARL HALL EMPLOYER TRUSTEE 0.50 X 0 0 0 MARK STAUB EMPLOYER TRUSTEE 0.50 X 0 0 0 GREGORY LANCETTE UNION TRUSTEE 0.50 X 0 167255 91130 BRADLEY WARD UNION TRUSTEE 0.50 X 0 153904 87746 MARCUS WILLAMEE UNION TRUSTEE 0.50 X 0 145283 85771 GERALD MORLEY JR UNION TRUSTEE 0.50 X 0 145283 85884 DAVID WABY UNION TRUSTEE 0.50 X 0 0 0 JAMES FREDENBURG UNION TRUSTEE 0.50 X 0 1171 0 GERAD HANLEY EMPLOYER TRUSTEE 0.50 X 0 0 0 CHRISTOPHER STONE EMPLOYER TRUSTEE 0.50 X 0 0 0 JOHN JASKULA UNION TRUSTEE 0.50 X 0 0 0 MICHAEL D NANNO FUND MANAGER 16.00 X 117128 0 51646 117128 612896 402177 1 0 1 0 UMR 2425 JAMES ST SYRACUSE NY 13206 BENEFIT CLAIMS ADMINISTRATOR 244028 1 EMPLOYER CONTRIBUTION 900099 14619863 14619863 PARTICIPANT CONTRIBUTIONS 900099 188177 188177 MADOFF RELATED RECOVERIES 900099 15143 15143 14823183 1325011 1325011 14064161 12733042 1331119 1331119 1331119 TRANSFER IN FROM MERGER 900099 8657180 8657180 REIMBURSED EXPENSES 900099 290614 290614 8947794 26427107 25102096 0 1325011 12873149 368660 211453 45714 44563 75257 111028 31358 30469 50240 7874 4360 19995 CLAIMS PROCESSING ADMIN 257057 PRESCRIPTION DRUG ADMIN 63454 TRUSTEE MEETINGS AND CO 9645 ACA REINSURANCE FEES 2148 750 14207174 1372108 1432999 2595591 4666181 1775573 1538719 22221 25524 161500 138047 916 23453 26813720 29598818 4181082 11504261 144659 149413 36905870 48939368 142575 168876 195459 227130 338034 396006 X 0 0 0 0 36567836 48543362 36567836 48543362 36905870 48939368 12219933 -244407 0 X X 0 1 X 1 0 17487 16795 692 144013 121252 22761 23453 REALTY COLLECTIVE TRUST 7218766 F STABLE VALUE FUND 4285495 F 11504261 RECIPROCITY PAYABLE 211875 DUE TO AFFILIATED FUND 15255 227130 X 25781058 -244407 -244407 26025465 111028 290614 401642 26427107 13805532 -290614 -290614 14096146 111028 111028 14207174 PART X, LINE 2: THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 290,614. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED EXPENSES -290,614. 0 0 0 GREGORY LANCETTE UNION TRUSTEE 0 161855 0 0 0 5400 0 68334 0 22796 0 258385 0 0 BRADLEY WARD UNION TRUSTEE 0 148504 0 0 0 5400 0 64950 0 22796 0 241650 0 0 GERALD MORLEY JR UNION TRUSTEE 0 139883 0 0 0 5400 0 63088 0 22796 0 231167 0 0 MARCUS WILLAMEE UNION TRUSTEE 0 139883 0 0 0 5400 0 62975 0 22796 0 231054 0 0 MICHAEL D NANNO FUND MANAGER 117128 0 0 0 0 0 28850 0 22796 0 168774 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF MANAGEMENT ARE PROVIDED WITH A COPY OF THE 990 PRIOR TO FILING FOR REVIEW. THE 990 WILL ONLY BE FILED ONCE MANAGEMENT GIVES APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE TRUSTEES, EMPLOYEES, SERVICE PROVIDERS AND THEIR FAMILY MEMBERS. IF ANY MEMBER OF THE AFFECTED GROUP BELIEVES THERE MAY BE A CONFLICT OF INTEREST, SUCH INFORMATION SHALL BE PROVIDED TO THE ADMINISTRATOR OF THE FUNDS WHO SHALL SO ADVISE THE BOARD AT THE NEXT SCHEDULED MEETING UNLESS THE MATTER IS URGENT. ANY DELIBERATION BY THE BOARD ON SUCH INFORMATION SHALL NOT INCLUDE THE INDIVIDUAL(S) INVOLVED. THE BOARD SHALL CONDUCT AN INVESTIGATION AND THEREAFTER REVIEW THE INVESTIGATIVE REPORT AND ACT AS DETERMINED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF MANAGEMENT MEET TO DETERMINE COMPENSATION FOR EMPLOYEES BY USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. CONTEMPORANEOUSLY DOCUMENTING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND NO CONFLICT OF INTEREST IS INVOLVED.THE LAST POSITION FOR WHICH THIS PROCESS WAS USED TO ESTABLISH COMPENSATION WAS FUND MANAGER. THE YEAR IN WHICH THIS WAS LAST UNDERTAKEN WAS 2006. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AT THE UNION OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. LOCAL UNION NO 81 107 TWIN OAKS DRIVE SYRACUSE NY 13206 853095954 UNION NY 501 (C)(6) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 81 JATC FUND 107 TWIN OAKS DRIVE SYRACUSE NY 13206 161330386 PROVIDE INSTRUCTION & TRAINING TO APPRENTICES & JOURNEMAN OF THE LOCAL 267 NY 501 (C)(3) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND 107 TWIN OAKS DRIVE SYRACUSE NY 13206 150347955 PENSION FUND NY 401 (A) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND 107 TWIN OAKS DRIVE SYRACUSE NY 13206 161103194 ANNUITY FUND NY 401 (A) N/A 0 AFT NY AIR TEMP HEATING & AC INC NY AIRSIDE TECHNOLOGY NY BETLEM SERVICE NY BRANDELES NY BURNS BROS CONTRACTORS NY C&S TECHNICAL RESOURCES NY CARRIER BUILDING SERVICES NY CORNELL NY CROSBY BROWNLIE NY JOHN W DANFORTH COMPANY NY DAVIS MECHANICAL INC NY DFM MECHANICAL SERVICES INC NY DW AND CREW MECHANICALS INC NY FREY & CAMPBELL INC NY HONEYWELL INC NY HYDE-STONE NY ICE BUILDERS INC NY J & K PLUMBING AND HEATING CO INC NY J&A MECHANICAL NY JOHNSON CONTROLS INC NY KIMBLE MECHANICAL CONTRACTOR NY FRANK LILL & SONS NY KISTLER NY MONROE PIPING NY MRL NY LMC NY GM MCMROSSIN INC NY OSWEGO MECHANICAL NY MOLLENBERG-BETZ NY PICCIANO NY POSTLER & JAECKLE CORP NY PROFESSIONAL TRADESMEN NY SIRACUSA NY S&R KING MECHANICAL NY SIEMENS NY STEPHEN S STARR NY TRANE NY TECH TEMP TRANSFER NY MULLALLY BROS NY CITY OF SYRACUSE NY M A FERRAUILO NY HMI NY KING & KING BELL MECH T BELL MECH RIGGS DISTLER UPSTATE PIPING WILTSIE DAIKIN APPELATION PRE-FAB LLC DAY & ZIMMERMAN JETT INDUSTRIES STEWART PLUMBING LLC TOTAL FACILITIES 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND O 189042 GENERAL LEDGER PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND O 72608 GENERAL LEDGER PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND K 7874 GENERAL LEDGER