2024-11-04T15:11:20-06:00 2023-12-31 141624930 TEAL BECKER & CHIARAMONTE CPAS PC 7 WASHINGTON SQUARE ALBANY NY 12205 990 2023-01-01 141435258 TRUSTEES INSURANCE FUND LOCAL 83 TRUS 5184897144 900 COMMERCE DR CLIFTON PARK NY 12065 ROBERT MONAHAN REGIONAL MANAGER 5184897144 2024-10-14 1 1 SARAH ROBINSON CPA P01308715 5184566663 2024-10-14 2023 2024-10-15 13:58:12Z ROBERT MONAHAN 900 COMMERCE DR CLIFTON PARK NY 12065 11169031 0 X HTTPS://SMARTLU83.ORG/ X 1949 NY THE FUND'S MISSION IS TO PROVIDE PARTICIPATING MEMBERS AND CERTAIN DEPENDENTS WITH THE FOLLOWING BENEFITS: LIFE INSURANCE, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL AND MAJOR MEDICAL EXPENSES, PRESCRIPTIONS, DENTAL EXPENSES, VISION AND HEARING EXPENSES AND OTHER MISCELLANEOUS BENEFITS. 6 6 0 0 0 0 0 0 6305156 5918632 -96933 305488 0 0 6208223 6224120 0 0 5583461 5010754 0 0 0 0 0 494466 561999 6077927 5572753 130296 651367 17322018 18672504 1120524 771524 16201494 17900980 TO PROVIDE HEALTH INSURANCE TO ITS MEMBERS. 0 0 THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, DISABILITY, PRESCRIPTION, VISION CARE, HEARING CARE AND DEATH BENEFITS TO PLAN PARTICIPANTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X ROBERT MONAHAN 5184897144 900 COMMERCE DRIVE CLIFTON PARK NY 12065 X CORY RIFENBERICK TRUSTEE 1.00 X 0 0 0 WILLIAM MATTFELD TRUSTEE 1.00 X 0 0 0 GERALD JANNICELLI TRUSTEE 1.00 X 0 0 0 SID HUDSON TRUSTEE 1.00 X 0 0 0 MARK LANDAU TRUSTEE 1.00 X 0 0 0 FRANK PRUDHOMME TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 5166675 5166675 PARTICIPANT CONTRIBUTIONS-SELF 525100 751957 751957 5918632 518327 518327 4732072 4944911 -212839 -212839 -212839 6224120 5918632 0 305488 5010754 11500 63347 94498 23400 3162 27758 7356 4493 6913 CLERICAL SERVICES 206305 CONSULTANT FEE 76042 FUND MANAGER REIMBURSEM 24960 TAX ON DISABILITY BENEF 1222 11043 5572753 796339 922964 927750 892584 800057 681332 74824 1591 103786 103786 0 0 14723048 16174033 17322018 18672504 1057614 743461 61892 26249 1018 1814 1120524 771524 X 0 0 0 0 16201494 17900980 16201494 17900980 17322018 18672504 651367 1048119 0 X X 0 1 X 1 0 103786 103786 0 0 DUE TO AFFILIATED FUNDS 1814 1814 X 7177741 1048119 1048119 6129622 94498 94498 6224120 5777843 0 5777843 94498 -299588 -205090 5572753 PART X, LINE 2: THE PLAN FOLLOWS THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. AS OF DECEMBER 31, 2023, THE PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS RETURNS BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER. THE PLAN HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ESTIMATED LIABILITY FOR CLAIMS PAYABLE -299,588. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS NOT PROVIDED TO THE FUND'S GOVERNING BODY BEFORE IT WAS FILED, HOWEVER, A COPY OF THE AUDITED FINANCIAL STATEMENTS WAS PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C NO CHANGE FROM THE PRIOR YEAR. SMW LOCAL 83 ANNUITY FUND 900 COMMERCE DR CLIFTON PARK NY 12065 141758410 TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE UNION MEMBERS NY 401 N/A N/A 0 SMW LOCAL 83 JOINT APPRENTICESHIP AND TRAINING TRUST FUND 900 COMMERCE DR CLIFTON PARK NY 12065 237125961 TO PROMOTE TRAINING AND EDUCATION TO ELIGIBLE UNION MEMBERS NY 501 (C) 3 N/A N/A 0 SMW LOCAL UNION NO 83 900 COMMERCE DR CLIFTON PARK NY 12065 141059940 TO PROVIDE REPRESENTATION TO EMPLOYERS ON BEHALF OF MEMBERS NY 501 (C) 5 N/A N/A 0 SMW LOCAL UNION 83 TRAINING SCHOOL INC 900 COMMERCE DR CLIFTON PARK NY 12065 141724142 TO PROVIDE OFFICE AND TRAINING FACILITIES TO UNION AND BENEFIT FUNDS NY 501 (C) 5 N/A N/A 0 ACKROYD METAL FABRICATORS INC CONTRIBUTING EMPLOYER 0 CERNIGLIA METALS LLC CONTRIBUTING EMPLOYER 0 HT LYONS INC CONTRIBUTING EMPLOYER 0 JE MONAHAN FABRICATORS INC CONTRIBUTING EMPLOYER 0 JH BENNETT INC CONTRIBUTING EMPLOYER 0 JOHN W DANFORTH CONSTR LLC CONTRIBUTING EMPLOYER 0 K&L PLUMBING & HEATING INC CONTRIBUTING EMPLOYER 0 KASSELMAN ELECTRIC CO INC CONTRIBUTING EMPLOYER 0 KLEEBERG SHEET METAL INC CONTRIBUTING EMPLOYER 0 MCD METALS LLC CONTRIBUTING EMPLOYER 0 MECHANICAL TESTING INC CONTRIBUTING EMPLOYER 0 MONAHAN & LOUGHLIN INC CONTRIBUTING EMPLOYER 0 NEWPORT NEWS SHIPBUILDING CONTRIBUTING EMPLOYER 0 NORTHEASTERN AIR QUALITY INC CONTRIBUTING EMPLOYER 0 NORTHERN MECHANICALS INC CONTRIBUTING EMPLOYER 0 POSTLER & JAECKLE CORP CONTRIBUTING EMPLOYER 0 TLEMME INC DBA SELBY & SMIT CONTRIBUTING EMPLOYER 0 TECHNICAL BLDG SVC INC CONTRIBUTING EMPLOYER 0 TITAN ROOFING INC CONTRIBUTING EMPLOYER 0 VBI LLC CONTRIBUTING EMPLOYER 0 ADIRONDACK AIR BALANCE CO CONTRIBUTING EMPLOYER 0 MJL ADTEK ENTERPRISES INC CONTRIBUTING EMPLOYER 0 22ND CENTURY TECHNOLOGIES INC CONTRIBUTING EMPLOYER 0 BIM DESIGNS INCORPORATED CONTRIBUTING EMPLOYER 0 SAVIGNANO CONSTRUCTION SERVICE CONTRIBUTING EMPLOYER 0 JE MONAHAN METALS INC CONTRIBUTING EMPLOYER 0 DYNAMIC SYSTEMS CONTRIBUTING EMPLOYER 0 HYDE-STONE MECHANICAL 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 SMW LOCAL UNION NO 83 O 231265 ACTUAL PAID