2026-03-06T09:39:36-06:00 2025-04-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990 2024-05-01 111782177 BD OF TRUSTEES BCTGM LOCAL 53 HEALTH BENEFITS FUND BAKE 2019334365 1425 BROAD STREET 4 CLIFTON NJ 07013 JARED CUMMINGS TRUSTEE 2019334365 2026-03-02 1 1 MATTHEW SIMON P01306208 2126955003 2024 2025-03-06 01:10:19Z X JARED CUMMINGS 1425 BROAD STREET 4 CLIFTON NJ 07013 40514057 0 X N/A X 1956 NJ TO PROVIDE FUND PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS WITH HEALTH & WELFARE BENEFITS. 6 2 3 0 0 0 0 0 32545204 32106916 267658 654931 1839493 3044866 34652355 35806713 0 0 27728866 30854497 320091 332410 0 0 0 408835 477994 28457792 31664901 6194563 4141812 24994504 29710352 1088330 1063276 23906174 28647076 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION DRUG, LIFE AND DISABILITY, AS WELL AS DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE FUND PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION DRUG, LIFE AND DISABILITY, AS WELL AS DEATH BENEFITS TO 1,573 PARTICIPANTS AND THEIR DEPENDENTS. 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 5 0 1 3 1 0 0 0 0 0 0 0 0 X 6 2 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 1 0 1 1 0 X THE ORGANIZATION 2019334365 1425 BROAD STREET SUITE 4 CLIFTON NJ 07013 JOYCE ALSTON TRUSTEE 5.00 35.00 X 0 104572 55088 JOSEPH WEINBEL TRUSTEE 1.00 39.00 X 0 36271 55085 JOSEPH RODRIGUEZ TRUSTEE 1.00 39.00 X 0 72398 55085 CALVIN WILLIAMS TRUSTEE 1.00 39.00 X 0 72398 55088 JEANNE CARRIERI TRUSTEE 1.00 X 0 0 0 KEVIN ATKINSON TRUSTEE 1.00 X 0 0 0 0 285639 220346 0 0 1 0 EMBLEMHEALTH 55 WATER STREET NEW YORK NY 10014 CLAIMS PROCESSING 882024 QUANTUM FINANCIAL STRATEGIES INC 118 NORTH BEDFORD ROAD SUITE 100 MOUNT KISCO NY 10549 CLAIMS PROCESSING 180363 ZENITH AMERICAN SOLUTIONS 5511 W 56TH AVE SUITE 250 ARVADA CO 80002 CLAIMS PROCESSING 144772 UNITED HEALTH CARE 8 FAIRFIELD BLVD SUITE 105 PO BOX WALLINGFORD CT 06492 CLAIMS PROCESSING 143734 4 EMPLOYER CONTRIBUTIONS 900099 32058914 32058914 COBRA CONTRIBUTIONS 900099 48002 48002 32106916 582009 582009 4780266 4707344 72922 72922 72922 PRESCRIPTION REBATES 900099 1762968 1762968 STOP LOSS INSURANCE REIMB. 900099 1281157 1281157 OTHER 900099 741 741 3044866 35806713 35151782 0 654931 30854497 188779 42640 77157 23834 78000 96266 161977 35208 15190 36000 32105 23248 31664901 8972683 17045675 2022502 1755452 779441 1137988 634440 384489 70270 70270 0 0 12585438 9340248 0 46500 24994504 29710352 52245 229302 1036085 833974 1088330 1063276 X 0 0 0 0 23906174 28647076 23906174 28647076 24994504 29710352 4141812 599090 0 X X 0 1 X 1 0 61509 61509 0 8761 8761 0 0 DEFERRED INCOME 733316 DUE TO BROKER 100658 833974 X 36243826 599090 599090 35644736 161977 161977 35806713 31502924 0 31502924 161977 161977 31664901 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. PLAN MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE PERIODS PRIOR TO PLAN YEAR 2021. 0 0 0 JOYCE ALSTON TRUSTEE 0 104572 0 0 0 0 0 27808 0 27280 0 159660 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO ANNUAL REVIEW AND APPROVAL BY TRUSTEES AT BOARD MEETINGS BY MAJORITY VOTE. THE LEVEL OF COMPENSATION IS SET UP BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITION AT OTHER BENEFIT FUNDS OF SIMILAR SIZE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ITS PARTICIPANTS FOR PUBLIC INSPECTION UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION'S OFFICE. FORM 990, PART VXII, LINE 2C: THE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12A: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE, BUT IT IS NOT IN THE WRITTEN FORMAT. ACCORDING TO THIS POLICY, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 13: THE ORGANIZATION HAS A WHISTLEBLOWER POLICY IN PLACE, BUT IT IS NOT IN A WRITTEN FORMAT. BAKERY CONFECTIONARY TOBACCO WORKERS & GRAIN MILLERS UNION LOCAL 53 1425 BROAD STREET CLIFTON NJ 07013 273678122 RELATED LABOR UNION NY 501C(5) N/A N/A 1 LOCAL 2179 UAW 15TH AVENUE FD CORP PROD WKS ARON STREIT INC BAGELS BY BELL LTD BAY STATE MILLING CO BIMBO BAKERIES CARIBBEAN FOODS COACH USA DONUT BELLE INC DR OETKERELLIOS FLORAL PARK BAKERY FRANCESCO INC GREYSTON BAKERY LINDEN COOKIES INC LORD'S FOODS INC MARSTAN BK SHPPE INC MORRISON PASTRY INC PRESSERS KOSHER BAKING CORP REISMAN WHOLESALE BAKERY INC RESTAURANT ASSOCIATES INC RIESTERER BAKERY ROCKLAND BAKERY ROYAL CARIBBEAN BAKERY SGFW 2 BAKERS INC STOP & SHOP SUBURBAN TRANSIT SWEET TREATS PASTRY TOM CAT TRAN SERVICE ZADIES BAKE SHOP ZAG ENTERPRISES INC ZOMICKS BEECHNUT NUTRITION CORP FREIHOFER'S OROGRAIN BAKERIES RIVERVIEW SERVICES 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0