2024-09-24T15:16:48-05:00 2023-12-31 132550103 D'ARCANGELO & CO LLP 120 LOMOND COURT UTICA NY 135025950 990 2023-01-01 464111565 NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH FUN NEWY 3154559790 151 NORTHERN CONCOURSE SYRACUSE NY 13221 KENNETH R STILWELL EXECUTIVE ADMINISTRATOR 3154559760 2024-09-05 1 1 COURTNEY A PEARSALL CPA P01262321 3157355216 2024-09-05 2023 2024-08-08 14:25:15Z KENNETH R STILWELL 151 NORTHERN CONCOURSE SYRACUSE NY 13221 32790190 0 X WWW.NYTFUND.ORG X 2014 NY THE PLAN PROVIDES POST-RETIREMENT BENEFITS FOR ELIGIBLE RETIRED UPS EMPLOYEES. 8 8 0 0 0 0 0 0 1358700 8862641 1300103 1553248 0 0 2658803 10415889 0 0 5879535 7979294 0 0 0 0 0 559847 734651 6439382 8713945 -3780579 1701944 21493770 23284297 15529 11535 21478241 23272762 THE PLAN PROVIDES POST-RETIREMENT BENEFITS FOR ELIGIBLE RETIRED UPS EMPLOYEES, THEIR ELIGIBLE SPOUSES, AND UNMARRIED DEPENDENTS. 0 0 THE PLAN IS A POST-RETIREMENT BENEFIT FUND ESTABLISHED FOR THE BENEFIT OF ELIGIBLE RETIRED UPS EMPLOYEES. THE PLAN PROVIDES POST-RETIREMENT HEALTH AND RELATED BENEFITS, INCLUDING HOSPITAL, SURGICAL, MEDICAL, PRESCRIPTION, DENTAL, AND VISION CARE TO ELIGIBLE PARTICIPANTS INCLUDING THEIR ELIGIBLE SPOUSES AND UNMARRIED DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KENNETH STILWELL EXEC ADMINISTRATOR 3154559790 151 NORTHERN CONCOURSE SYRACUSE NY 13221 X MICHAEL S SCALZO SR EMPLOYER TRUSTEE CO-CHAIRM 0.50 0.50 X 0 0 0 BRIAN SPELLER EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 SAMUEL D PILGER EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 JOHN A BULGARO UNION TRUSTEE CO-CHAIRMAN 0.50 0.50 X 0 0 0 BRIAN K HAMMOND UNION TRUSTEE 0.50 0.50 X 0 0 0 MARK D MAY UNION TRUSTEE 0.50 0.50 X 0 0 0 MARK A GLADFELTER EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 GEORGE E HARRIGAN UNION TRUSTEE 0.50 0.50 X 0 0 0 KENNETH STILWELL EXECUTIVE ADMINISTRATOR 0.50 0.50 X 0 221174 63807 0 221174 63807 0 0 1 0 EXCELLUS - BLUE CROSS BLUE SHIELD 333 BUTTERNUT DRIVE SYRACUSE NY 13214 TPA 223469 MEDCO HEALTH SOLUTIONS INC 100 PARSONS POND DRIVE FRANKLIN LAKES NJ 07417 TPA 131286 2 EMPLOYER CONTRIBUTIONS 900099 7327491 7327491 RETIREE CONTRIBUTIONS 900099 1535150 1535150 8862641 187369 187369 23740180 22374301 1365879 1365879 1365879 10415889 10228520 0 187369 7979294 122056 8000 57996 225 237 53046 ADMINISTRATIVE & CONSUL 492603 BANK CHARGES 488 8713945 1708245 262693 2198043 6410 32324 544632 185043 19680035 19158964 1000000 1678 21493770 23284297 15529 11535 15529 11535 X 0 0 0 0 21478241 23272762 21478241 23272762 21493770 23284297 1701944 92577 0 X X 0 1 X 1 0 0 RUSSELL 1000 NON LENDING CTF 452861 F PASSIVE BOND MARKET INDEX CTF 3187280 F SSGA TIP INDEX CTF 2858466 F ARTISAN GLOBAL VALUE FUND 173498 F LOOMIS SAYLES SENIOR LOAN FUND 810067 F CTF EMERGING LOCAL DEBT MUTUAL FUND 1964893 F MSCI EMERGING MARKETS FREE CTF EMFUNL 122644 F MSCI EAFE INDEX NL CTF 160458 F BRIGADE HIGH YIELD FUND 1426836 F U.S. HIGH YIELD BOND INDEX NL 1765712 F SS INST US GOV MM ADMIN SALXX 581727 F U.S. TREASURY INFL SECURITY 2756031 F U.S. SHORT TERM GOVT CREDIT IND 2898491 F 19158964 X 10484262 92577 92577 10391685 24204 24204 10415889 8689741 0 8689741 24204 24204 8713945 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE FUND'S ASSETS HAS OBTAINED A DETERMINATION LETTER DATED MARCH 4, 2015 IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS DESIGNED, CONSTITUTES A TAX-EXEMPT ORGANIZATION, AND IS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE FUND'S ADMINISTRATOR AND 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 FINANCIAL STATEMENTS. 0 0 0 KENNETH STILWELL EXECUTIVE ADMINISTRATOR 0 221174 0 0 0 0 0 42212 0 21595 0 284981 0 0 PART I, LINE 3 THE EXECUTIVE ADMINISTRATOR'S SALARY IS PAID BY RELATED ORGANIZATIONS. THE SALARY IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES OF THE RELATED ORGANIZATIONS BASED ON A SURVEY PERFORMED BY AN OUTSIDE CONSULTING FIRM. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE GOVERNING BODY (TRUSTEES) ARE PROVIDED WITH A COPY OF THE 990 PRIOR TO FILING FOR REVIEW. THE 990 WILL ONLY BE FILED AFTER THE TRUSTEES HAVE HAD THE OPPORTUNITY TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE TRUSTEES AND TRUSTEES' IMMEDIATE FAMILY. A TRUSTEE WHO BECOMES AWARE OF A PROPOSED COVERED TRANSACTION SHOULD IMMEDIATELY DISCLOSE TO THE BOARD THE EXISTENCE AND CIRCUMSTANCES OF ANY TRANSACTION THAT THEY REASONABLY EXPECT COULD GIVE RISE TO A CONFLICT OF INTEREST, REFRAIN FROM USING THEIR PERSONAL INFLUENCE TO ENCOURAGE THE BOARD TO ENTER INTO THE TRANSACTION, AND PHYSICALLY EXCUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE TRANSACTION WITH THE TRUSTEES. IF THE BOARD OF TRUSTEES BELIEVES THERE HAS BEEN A VIOLATION OF THIS POLICY OR A FAILURE TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL TAKE ACTION NECESSARY TO CORRECT THE VIOLATION. THE TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN ACKNOWLEDGEMENT FORMS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. NEW YORK TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND 151 NORTHERN CONCOURSE SYRACUSE NY 13221 166063585 TO PROVIDE PENSION AND REITREMENT BENEFITS TO MEMBERS AND BENEFICIARIES NY 501(A) NO 0 NEW YORK TEAMSTERS COUNCIL HEALTH AND HOSPITAL FUND 151 NORTHERN CONCOURSE SYRACUSE NY 13221 150551885 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS NY 501(C)(5) NO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 NEW YORK TEAMSTERS COUNCIL HEALTH AND HOSPITAL FUND P 38013 ADMINISTRATION FEE PAYMENT NEW YORK TEAMSTERS CONFERENCE PENSION AND RETIREMENT FUND P 42278 ADMINISTRATION FEE PAYMENT