2024-05-13T11:55:06-05:00 2023-06-30 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2022-07-01 060690083 LOCAL 443 HEALTH SVCE & INS PLAN LOCA 2036249817 P O BOX 1710 NEW HAVEN CT 06507 SALVATORE J ABATE UNION TRUSTEE 2036249817 2024-05-07 1 SALVATORE ABATE 999009999 0 DANA HARVEY CPA P01452206 2033877771 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SALVATORE J ABATE 200 WALLACE STREET NEW HAVEN CT 06511 84573868 0 X N/A X 1954 CT SELF-INSURED HEALTH BENEFIT PLAN 4 4 4 0 0 0 0 0 19764697 29571630 6258794 6600962 2264 544 26025755 36173136 0 0 20904631 33985024 509752 555927 0 0 0 1214882 1686194 22629265 36227145 3396490 -54009 68065861 98412586 3430410 8542888 64635451 89869698 PROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTER LOCAL 443 UNION. 0 0 PROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH & LIFE INSURANCE BENEFITS TO 3,077 ACTIVE AND RETIRED MEMBERS PLUS THEIR DEPENDENTS. 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 1 0 0 0 0 0 0 1 0 0 1 7 0 1 4 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 X SALVATORE J ABATE 2036249817 200 WALLACE STREET NEW HAVEN CT 06511 DENNIS MCGUIRE EMPLOYER TRUSTEE 2.00 X 2100 0 0 TIMOTHY CASEY EMPLOYER TRUSTEE 2.00 X 14700 0 0 THOMAS BAYUSIK UNION TRUSTEE 4.00 55.00 X 0 134596 51993 SALVATORE ABATE UNION TRUSTEE 4.00 55.00 X 0 147865 51786 16800 282461 103779 0 0 1 0 ANTHEM BLUE CROSS BLUE SHIELD 1351 WM HOWARD TAFT RD CINCINNATI OH 45206 REPRICING & ADMINISTRATION 470249 CRESENT CREDIT SOLUTIONS LP 11100 SANTA MONICA BLVD LOS ANGLES CA 90025 INVESTMENT EXPENSE & MANAGEMENT FEES 204799 2 EMPLOYER CONTRIBUTIONS 900099 29262784 29262784 SPECIAL RETIREE CONTRIBUTIONS 900099 118044 118044 PAYROLL AUDIT CONTRIUBTION 900099 105259 105259 COBRA CONTRIBUTIONS 900099 85543 85543 29571630 1645656 1645656 53356038 48400732 4955306 4955306 4955306 REFUNDS & REIMBURSEMENTS 900099 544 544 544 36173136 29572174 0 6600962 33985024 18200 304236 98736 109787 24968 18000 260078 1244051 49951 51840 23501 4100 9509 25164 36227145 199924 980960 440915 552656 1656884 2956896 5859 22042 168237 27543 150203 140694 51430051 25654979 13878063 66080193 303962 2024166 68065861 98412586 34538 42323 3395872 8500565 3430410 8542888 X 0 0 0 0 64635451 89869698 64635451 89869698 68065861 98412586 X -54009 -1157222 26445478 X X 0 1 X 1 0 168237 27543 140694 140694 LONGVIEW LARGE CAP S&P 500 - CCT 16652301 F LONGVIEW LARGE CAP 1000 GROWTH INDEX 9581581 F LONGVIEW LARGE CAP 1000 VALUE INEX 4660836 F LONGVIEW LARGE CAP BROAD MARKET 3000 INDEX 11006712 F BOYD WATTERSON GOVERNMENT REIT INC 15030186 F CRESCENT CREDIT SOLUTIONS, LP 1848152 F PRUDENTIAL - STABLE VALUE FIXED RATE GIC 7300425 F 66080193 HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED 7079900 ACCUMULATED ELIGIBILITY CREDITS 765965 HEALTH BENEFITS EXPERIENCE PAYABLE 591568 RIGHT OF USE LIABILITY - OPERATING LEASES 63132 8500565 X 34755836 -1157222 -1157222 35913058 260078 260078 36173136 31044298 0 31044298 260078 4922769 5182847 36227145 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2019 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS 4,922,770. ROUNDING -1. 0 0 0 SALVATORE ABATE UNION TRUSTEE 0 144645 0 0 0 3220 0 25684 0 26102 0 199651 0 0 THOMAS BAYUSIK UNION TRUSTEE 0 131280 0 0 0 3316 0 25684 0 26309 0 186589 0 0 PART I, LINE 3 UNION TRUSTEES ARE PAID BY THE LOCAL UNION FOR THEIR POSITION AS UNION OFFICERS OF TEAMSTERS LOCAL 443. SALARIES ARE DETERMINED BY THE UNION BYLAWS AND ARE APPROVED BY THE UNION EXECUTIVE BOARD. DANIELLE CROOK DAUGHTER OF SALVATORE ABATE 111053 PAYMENT OF WAGES AND BENEFITS FOR POSITION AS A CLAIMS PROCESSOR. 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH SERVICE & INSURANCE PLAN DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: ASSET TRANSFER FROM AFFILIATE DUE TO DISSOLUTION 26,445,478. FORM 990, PART X11, LINE 2C OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE TRUSTEE'S ASSUME RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR. IBT LOCAL UNION 443 200 WALLACE STREET NEW HAVEN CT 06511 060400785 REPRESENTATION OF UNION MEMBERS CT 501C-5 N/A 0 TRI STATE JOINT FUND 609 WEST JOHNSON AVE 2ND FLOOR CHESHIRE CT 06410 060850110 3RD PARTY ADMINISTRATOR FOR AFFILIATED ENTITIES CT 501C-9 N/A 0 LAFARGE NORTH AMERICA 20 OAK HOLLOW STREET SOUTHFIELD MI 48033 MI C 0 BLAKESLEE ARPAIA & CHAPMAN INC 200 N BRANFORD RD BRANFORD CT 06405 CT C 0 HEATING OIL PARTNERS 64 OAKLAND AVE EAST HARTFORD CT 06108 CT C 0 DICHELLO'S DISTRIBUTORS INC MARSH HILL ROAD ORANGE CT 06477 CT C 0 EDER BROTHERS INC PO BOX 26012 WEST HAVEN CT 06516 CT C 0 PETRO HEATING OIL PO BOX 283 TIVERTON RI 02878 RI C 0 BIMBO BAKERIES SALES INC 225 STEWART ROAD HANOVER TWP PA 18706 PA C 0 G&G BEVERAGE DISTRIBUTORS 207 CHURCH STREET YALESVILLE CT 06492 CT C 0 BRESCOME BARTON INC 69 DEFCO PARK ROAD NORTH HAVEN CT 06473 CT C 0 NEW HAVEN CHEMICALS INC PO BOX 9433 NEW HAVEN CT 06534 CT C 0 FIRST STUDENT 600 VINE STREET CINCINNATI OH 45202 OH C 0 MULITPRINTS INC 812 OLD COLONY ROAD MERIDEN CT 06451 CT C 0 TILCON OF CT INC 301 HARTFORD AVENUE NEWINGTON CT 06131 CT C 0 YRC INC 10990 ROE AVENUE OVERLAND PARK KS 66211 KS C 0 METAL MANAGEMENT CONN INC 234 UNIVERSAL DRIVE NORTH HAVEN CT 06473 CT C 0 UNITED PARCEL SERVICE 100 EAST CAMPUS VIEW BLVD COLUMBUS OH 43235 OH C 0 SMEDLEY COMPANY INC 40 FLAX MILL ROAD BRANFORD CT 06405 CT C 0 O&G INDUSTRIES INC PO BOX 907 TORRINGTON CT 06790 CT C 0 TOWN OF GUILFORD 31 PARK STREET GUILFORD CT 06437 CT C 0 STAMFORD WRECKING 30 NUTMEG DRIVE TRUMBULL CT 06611 CT C 0 L SUZIO CONSTRUCTION CO 975 WESTFIELD RD MERIDEN CT 06450 CT C 0 ARKANSAS BEST FREIGHT PO BOX 10048 FORT SMITH AR 72917 CT C 0 TOWN OF ANSONIA BOE 42 GROVE STREET ANSONIA CT 06401 CT C 0 TOWN OF ANSONIA PUBLIC WORKS 253 MAIN STREET ANSONIA CT 06401 CT C 0 BETHEL BOARD OF EDUCATION PO BOX 253 BETHEL CT 06801 CT C 0 CITY OF DANBURY 155 DEER HILL AVENUE DANBURY CT 06810 CT C 0 DANBURY BOARD OF EDUCATION 63 BEAVER BROOK ROAD DANBURY CT 06810 CT C 0 GRIFFIN HOSPITAL PAYROLL DEPT 130 DIVISION STREET DEBRY CT 06418 CT C 0 NEW MILFORD BOARD OF EDUCATION 25 SUNNY VALLEY ROAD NEW MILFORD CT 06776 CT C 0 NEW PENN MOTOR EXPRESS 10990 ROE AVENUE OVERLAND PARK KS 66211 KS C 0 PLYMOUTH WPCA 80 MAIN STREET PLYMOUTH CT 06786 CT C 0 REGIONAL SCHOOL DISTRICT #14 PO BOX 469 WOODBURY CT 06798 CT C 0 REGIONAL SCHOOL DISTRICT #15 286 WHITTEMORE ROAD MIDDLEBURY CT 06762 CT C 0 TOWN OF BRIDGEWATER PO BOX 216 BRIDGEWATER CT 06752 CT C 0 TOWN OF MIDDLEBURY 1212 WHITTEMORE ROAD MIDDLEBURY CT 06762 CT C 0 TOWN OF NEW FAIRFIELD DISPATCHERS 4 BRUSH HILL ROAD NEW FAIRFIELD CT 06812 CT C 0 TOWN OF NEW FAIRFIELD PUBLIC WORKS 4 BRUSH HILL ROAD NEW FAIRFIELD CT 06812 CT C 0 TOWN OF NEW MILFORD 10 MAIN STREET NEW MILFORD CT 06776 CT C 0 TOWN OF OXFORD 486 OXFORD ROAD OXFORD CT 06478 CT C 0 TOWN OF PLYMOUTH 80 MAIN STREET PLYMOUTH CT 06786 CT C 0 TWON OF ROXBURY 29 NORTH STREET ROXBURY CT 06783 CT C 0 TOWN OF SHARON PO BOX 385 SHARON CT 06069 CT C 0 TOWN OF SHERMAN PO BOX 39 SHERMAN CT 06784 CT C 0 TWON OF SOUTHBURY 501 MAIN STREET SOUTHBURY CT 06488 CT C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 TRISTATE JOINT FUND M 730408 CASH VALUE IBT LOCAL UNION 443 K 51840 CASH VALUE