2024-08-26T10:10:56-05:00 2023-12-31 043728817 TRONCONI SEGARRA & ASSOCIATES LLP 8321 MAIN STREET WILLIAMSVILLE NY 14221 990 2023-01-01 266687118 UNITED STEELWORKERS LOCAL 625 BENEFIT TRUST UNIT 7162053367 2914 PINE AVENUE NIAGARA FALLS NY 14301 WADE MCCLURG CHAIRMAN 7162053367 2024-08-21 1 1 DIANE M STRAKA CPA P00165826 7166331373 2024-08-21 2023 2024-08-08 14:25:15Z WADE MCCLURG 2914 PINE AVENUE NIAGARA FALLS NY 14301 1717706 0 X N/A X 2009 NY TO PROVIDE EMPLOYEE BENEFITS AS PERMISSIBLE UNDER APPROPRIATE INTERNAL REVENUE CODES AND PURSUANT TO APPLICABLE IRS RULES AND REGULATIONS. 4 4 0 4 0 0 0 0 1661518 1682045 -2200 35661 0 0 1659318 1717706 0 0 1579935 1728920 0 0 0 0 0 13515 18916 1593450 1747836 65868 -30130 2043310 2017514 6535 3899 2036775 2013615 TO PROVIDE EMPLOYEE BENEFITS AS PERMISSIBLE UNDER APPROPRIATE INTERNAL REVENUE CODES AND PURSUANT TO APPLICABLE IRS RULES AND REGULATIONS. 0 0 TO PROVIDE EMPLOYEE BENEFITS FOR ELIGIBLE PARTICIPANT MEMBERS OF UNITED STEELWORKERS LOCAL 625. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CROWN BENEFITS GROUP INC 7162053367 2914 PINE AVE NIAGARA FALLS NY 14301 X ZACK GOODELL TRUSTEE 1.00 X 0 0 0 JOE VELEZ RECORDING SECRETARY 1.00 X X 0 0 0 WADE MCCLURG CHAIRMAN 1.00 X X 0 0 0 TROY POTTER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 1405031 1405031 EMPLOYEE CONTRIBUTIONS 525100 277014 277014 1682045 35661 35661 1717706 1682045 0 35661 1728920 3619 9316 2152 22 BAD DEBT EXPENSE 3693 BANK CHARGES 114 1747836 659247 828498 819772 842088 237589 2210 326702 344718 2043310 2017514 5335 3899 1200 0 6535 3899 X 0 0 0 0 2036775 2013615 2036775 2013615 2043310 2017514 -30130 6970 0 X 0 1 X 1 0 0 1722524 6970 6970 1715554 2152 2152 1717706 1745684 0 1745684 2152 2152 1747836 FORM 990, PART VI, SECTION A, LINE 8B THE TRUST HAS NO SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES WILL REVIEW THE FORM 990 AND SUBMIT ANY QUESTIONS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, PRIOR TO ELECTION AND ANNUALLY THEREAFTER, AS WELL AS EACH INTERESTED PERSON ANNUALLY SHALL SIGN THE CONFLICT OF INTEREST STATEMENT OF THE UNITED STEELWORKERS LOCAL 625 BENEFIT TRUST. IN ADDITION, EACH INTERESTED PERSON SHALL CONTINUALLY UPDATE HIS OR HER STATEMENT FOR AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS AND THOSE OF FAMILY MEMBERS. TO ENSURE THE TRUST OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, REGULAR AND CONSISTENT REVIEWS SHALL BE CONDUCTED AT LEAST ANNUALLY. THE REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: I) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S-LENGTH BARGAINING. II) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE TRUST'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. III) WHETHER THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS ARE PROPERLY IMPLEMENTING THE POLICY. IV) WHETHER ANY IMPROVEMENTS SHOULD BE MADE TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC UNITED STEELWORKERS LOCAL 625 MORTON SALT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0