2026-04-01T14:59:16-05:00 2025-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 2122475225 2026-04-01 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z HOLLY UBILLA 320 WEST 46TH STREET NEW YORK NY 10036 104207318 0 X FUNDONEIATSE.COM X 1965 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 5 5 0 0 0 0 0 0 59317018 66562920 903129 2191915 0 0 60220147 68754835 0 0 44332894 51883084 0 0 0 0 0 1800539 1741502 46133433 53624586 14086714 15130249 65507073 83475416 6560541 7720708 58946532 75754708 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HOLLY UBILLA 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL WEKSELBLATT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL CAFFREY TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER BROCKMEYER TRUSTEE 1.00 0.00 X 0 0 0 TODD A PALO TRUSTEE 1.00 0.00 X 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISTRATION 17.00 23.00 X 0 275308 86722 GLORIA SHEA WELFARE SUPERVISOR 17.00 23.00 X 0 127829 40266 MARIANN ZAPPALLA PE/AN SUPERVISOR 17.00 23.00 X 0 114689 36130 COLBERT CAMBRAN FUND OFFICE ACCOUNTANT 17.00 23.00 X 0 103271 32531 0 621097 195649 0 0 1 0 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATOR 1079250 SAVEONSP LLC 611 JAMISON RD SUITE 201 ELMA NY 14059 PRESCRIP. REVIEWER 651645 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SVCS/CONSULT 337648 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 ATTORNEY 201382 EXPRESS SCRIPTS ONE EXPRESS WAY SAINT LOUIS MO 63121 CLAIMS ADMINISTRATOR 155658 5 EMPLOYERS CONTRIBUTIONS 711100 61952089 61952089 PARTICIPANTS CONTRIBUTIONS 711100 4610831 4610831 66562920 2183365 2183365 35461033 35452483 8550 8550 8550 68754835 66562920 0 2191915 51883084 284244 42000 114677 199338 50310 29125 ALLOCATED ADMIN EXPENSE 908592 CREDIT CARD PROC FEES 85851 PRINTING 27365 53624586 426299 644291 11928596 9250508 12019988 19676551 1573 1573 410641 349878 83794 60763 36516304 47487223 4530519 6354507 65507073 83475416 170653 164443 1229230 1392723 5160658 6163542 6560541 7720708 X 0 0 0 0 58946532 75754708 58946532 75754708 65507073 83475416 15130249 1677927 0 X 0 1 X 1 0 175367 118667 56700 235274 231211 4063 60763 LONGVIEW BROAD MARKET 3000 INDEX FUND 6354507 F 6354507 CLAIMS PAYABLE, IBNR & INS PREM 6018179 NET TRADES PENDING SETTLEMENT 145363 6163542 70318085 1677927 1677927 68640158 114677 114677 68754835 52452069 0 52452069 114677 1057840 1172517 53624586 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAY, IBNR & INS PREM 1,057,840. 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISTRATION 0 275308 0 0 0 0 0 45426 0 41296 0 362030 0 0 GLORIA SHEA WELFARE SUPERVISOR 0 127829 0 0 0 0 0 21092 0 19174 0 168095 0 0 MARIANN ZAPPALLA PE/AN SUPERVISOR 0 114689 0 0 0 0 0 18925 0 17205 0 150819 0 0 SCHEDULE J SUPPLEMENTAL INFORMATION: HOLLY UBILLA, GLORIA SHEA AND MARIANN ZAPPALLA RECEIVED COMPENSATION AND BENEFITS IN THEIR CAPACITY AS DIRECTOR OF FUND ADMINISTRATION, WELFARE SUPERVISOR AND PE / AN SUPERVISOR, RESPECTIVELY, OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE ENTITY'S PORTION OF THE EXPENSES IS 43% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE UNION AND BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE DIRECTOR OF FUND ADMINISTRATION, WHO WORKS FULL TIME FOR THE PLAN. ONCE COMPLETE THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE FUND DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A CONFLICT OF INTEREST STATEMENT TO ALL OF ITS TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. ANNUITY FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 133022965 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 PENSION FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 136414973 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 THEATRICAL PROTECTIVE UNION LOCAL NO ONE 320 WEST 46TH STREET NEW YORK NY 10036 131374710 LABOR UNION NY 501(C)(5) N/A N/A 0 SEE SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R, PART II AND IV: CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION FOR SERVICES PROVIDED TO THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/TRUSTEES OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. 2024 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST 2024 FORM 990, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST EMPLOYER NAME 15/40 PRODUCTIONS LTD 36D PRODUTIONS LLC 92ND STREET YM-YWHA A.C.T. OF CONNECTICUT ABSOLUTELY CUCKOO INC. 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