2024-09-24T15:16:33-05:00 2023-12-31 132550103 D'ARCANGELO & CO LLP 120 LOMOND COURT UTICA NY 135025950 990 2023-01-01 150551885 NEW YORK STATE TEAMSTERS COUNCIL HEALTH & HOSPITAL FUND NEWY 3154559790 151 NORTHERN CONCOURSE SYRACUSE NY 13221 KENNETH R STILWELL EXECUTIVE ADMINISTRATOR 3154559790 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 1385633893 0 X WWW.NYTFUND.ORG X 1952 NY THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS INCLUDING THEIR SPOUSES AND DEPENDENTS. 8 8 41 0 0 0 0 0 212259081 204994383 34110293 19293428 1065575 584906 247434949 224872717 0 0 181446942 188935620 2165025 2307113 0 0 0 10946895 12037221 194558862 203279954 52876087 21592763 744063100 821558095 98997638 97116047 645065462 724442048 THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE PARTICIPANTS INCLUDING THEIR SPOUSES AND DEPENDENTS. 0 0 PROVIDE HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, LEGAL, DISABILITY, PRESCRIPTION DRUG COVERAGE, AND DEATH BENEFITS TO PARTICIPATING MEMBERS OF TEAMSTER LOCALS OF THE NEW YORK STATE TEAMSTERS COUNCIL. 0 0 0 0 0 0 0 0 0 1 1 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 20 0 1 41 1 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 DANIEL W SCHMIDT EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 BRIAN K HAMMOND UNION TRUSTEE 0.50 0.50 X 0 0 0 JOHN A BULGARO UNION TRUSTEE CO-CHAIRMAN 0.50 0.50 X 0 0 0 MARK D MAY UNION TRUSTEE 0.50 0.50 X 0 0 0 SAMUEL PILGER EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 GEORGE F HARRIGAN UNION TRUSTEE 0.50 0.50 X 0 0 0 MARK A GLADFELTER EMPLOYER TRUSTEE 0.50 0.50 X 0 0 0 KENNETH STILWELL EXECUTIVE ADMINISTRATOR 20.00 20.00 X 111781 109393 63807 111781 109393 63807 1 0 1 0 EXCELLUS - BLUE CROSS BLUE SHIELD 333 BUTTERNUT DRIVE SYRACUSE NY 13214 TPA 4371821 MEDCO HEALTH SOLUTIONS INC 100 PARSONS POND DRIVE FRANKLIN LAKES NJ 07417 TPA 3416101 LIFETIME BENEFIT SOLUTIONS 115 CONTINUUM DRIVE LIVERPOOL NY 13088 TPA 1028049 PARAVATI KARL GREEN & DEBELLA LLP 520 SENECA STREET SUITE 105 UTICA NY 13502 LEGAL 279787 GALLAGHER BENEFIT SERVICES 85 CHESTNUT RIDGE ROAD SUITE 214 MONTVALE NJ 07645 ACTUARY 273410 5 EMPLOYER CONTRIBUTIONS 900099 204165903 204165903 COBRA & RETIREE CONTRIBUTIONS 900099 828480 828480 204994383 5040003 5040003 1175014601 1160761176 14253425 14253425 14253425 LEGAL SETTLEMENTS 900099 378407 378407 PAYROLL AND AUDIT FEE COLLECTIONS 541200 112329 112329 OTHER INCOME 900099 94170 94170 584906 224872717 219247808 0 5624909 188935620 1264723 490021 451584 100785 507801 56027 1077344 120230 44585 39644 38926 104961 650725 ADMINISTRATIVE & CONSUL 9094461 REPAIRS AND MAINTENANCE 183617 PCOR FEES 70937 MISCELLANEOUS EXPENSES 40844 7119 203279954 15516221 6947901 10499351 6080831 46417590 24498038 3589881 3903463 1866289 1466681 490756 399608 98045444 105177680 569503857 674550574 744063100 821558095 650948 622853 98346690 96493194 98997638 97116047 X 0 0 0 0 645065462 724442048 645065462 724442048 744063100 821558095 21592763 57783823 0 X X 0 1 X 1 0 25000 25000 1593671 1251515 342156 247618 215166 32452 399608 IFM GLOBAL INFRASTRUCTURE (US) 37766633 F BRIGADE HIGH YIELD FUND 18977732 F CBRE US CORE PARTNERS, LP 28612600 F RUSSELL 1000 NON LENDING CTF 18501339 F PASSIVE BOND MKT IDX CTF 117665009 F SSGA TIP INDEX CTF (CMY5) 109577809 F DFA EMERGING MARKETS SMALL CAP 8562017 F MSCI EMERGING MARKETS FREE CTF 9355514 F GQG PARTNERS EMERGING MARKETS 9792595 F U.S. HIGH YIELD BOND INDEX NL 19931845 F PASSIVE E M LOC CURR BD NL CTF 16337884 F GQG PARTNERS GLOBAL EQUITY 27654793 F MSCI EAFE INDEX NL CTF 23550526 F U S SHORT TERM GOVT CREDIT 84147126 F US TREASURY INFL PROCTECTED SE 84953860 F CTF EMERGING LOCAL DEBT 7666633 F LOOMIS SAYLES SENIOR LOAN FUND 51496659 F 674550574 PREPAID CONTRIBUTIONS 3018424 HRA LIABILITY 92453435 DUE TO PENSION FUND 60868 PAYABLE FOR SECURITIES PURCHASED 7378 PAYABLE TO UPS RETIREE FUND 953089 96493194 X 281757328 57783823 57783823 223973505 899212 899212 224872717 202380742 0 202380742 899212 899212 203279954 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS ASSETS OBTAINED AN UPDATED DETERMINATION LETTER DATED SEPTEMBER 2, 2009, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, CONSTITUTED 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 PLAN ADMINISTRATOR AND THE PLANS 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 PLANS FINANCIAL STATEMENTS. X X 0 0 0 KENNETH STILWELL EXECUTIVE ADMINISTRATOR 111781 109393 0 0 0 0 21334 20878 10914 10681 144029 140952 0 0 PART I, LINE 3 THE EXECUTIVE ADMINISTRATOR'S SALARY IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES 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 FORM 990 PART XII, THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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