2024-11-13T13:14:30-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 111670612 UNITED UNION OF ROOFERS LOCAL 154 WELFARE FUND UNIT 6314350655 370 VANDERBILT MOTOR PKWY 1 HAUPPAUGE NY 11788 SAL GIOVANNIELLO UNION TRUSTEE 6314350655 2024-11-08 1 0 JOHN ANTINORE P10557695 5163643390 2024-11-08 2023 2024-10-15 13:58:12Z SAL GIOVANNIELLO 370 VANDERBILT MOTOR PKWY SUITE 1 HAUPPAUGE NY 11788 9129315 0 X N/A X 1951 NY TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND. 6 3 0 0 0 0 0 0 4426064 5490814 182746 229261 0 0 4608810 5720075 0 0 4535042 5135026 0 0 0 0 0 122859 130571 4657901 5265597 -49091 454478 5579983 6289850 699865 933939 4880118 5355911 TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND. 0 0 TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND 0 0 0 0 0 0 0 0 0 0 1 0 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SAL GIOVANNIELLO TRUSTEE 6314350655 370 VANDERBILT MOTOR PKWY SUITE 1 HAUPPAUGE NY 11788 THOMAS MARTIN EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 WAYNE MASKIELL EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 SAL GIOVANNIELLO UNION TRUSTEE 1.00 40.00 X 0 147200 74309 JOHN KEATING UNION TRUSTEE 1.00 39.00 X 0 129160 74309 NATE MARTONE EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 TIMOTHY MINNICK UNION TRUSTEE 1.00 3.00 X 0 90120 55732 0 366480 204350 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 5451188 5451188 COBRA CONTRIBUTIONS 900099 39626 39626 5490814 38167 38167 3600334 3409240 191094 191094 191094 5720075 5490814 0 229261 5135026 33777 26238 13947 42838 5022 4453 3506 EQUIP. RENTAL & MAINT. 790 5265597 841019 963220 726162 86717 991206 1354626 0 0 0 0 1036884 1184778 3178532 799934 706755 5579983 6289850 6001 3443 693864 930496 699865 933939 X 0 0 0 0 0 0 4880118 5355911 5579983 6289850 454478 21315 0 X 0 1 X 1 0 0 COMMOM COLLECTIVE TRUST 2897422 F LIMITED PARTNERSHIP 281110 F 3178532 GUARANTEED DEPOSIT ACCOUNT 514174 DUE FROM LOCAL 154 ADMINISTRATIVE ACCOUNT 191598 DUE FROM LOCAL 154 EDUCATION & TRAINING FUND 983 706755 VACATION BENEFITS PAYABLE 811779 DUE TO EMPLOYERS 86717 DUE TO LOCAL 154 PENSION FUND 29792 DUE TO LOCAL 154 ANNUITY 2208 930496 X 5727443 21315 21315 5706128 13947 13947 5720075 5030964 0 5030964 13947 220686 234633 5265597 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. ADDITIONALLY, PLAN MANAGEMENT BELIEVES THAT THE PLAN'S RETURNS FOR THE YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2020, ARE NO LONGER OPEN TO EXAMINATION, BASED ON THE STATUTORY PERIOD FOR YEARS SUBJECT TO AUDIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS PAYABLE 220,686. 0 0 0 SAL GIOVANNIELLO UNION TRUSTEE 0 138200 0 0 0 9000 0 35012 0 39297 0 221509 0 0 JOHN KEATING UNION TRUSTEE 0 120160 0 0 0 9000 0 35012 0 39297 0 203469 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. LOCAL 154 ANNUITY FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 112644048 PROVIDE ANNUITY BENEFITS FOR ELIGIBLE MEMBERS NY 401(A) N/A 0 LOCAL 154 PENSION FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 111982624 PROVIDE PENSION BENEFITS FOR ELIGIBLE MEMBERS NY 401(A) N/A 0 LOCAL 154 APPRENTICE & TRAINING FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 113375803 PROVIDE EDUCATION & TRAINING FOR PARTICPANTS IN THE FUND NY 501(C)(5) N/A 0 UNITED UNION OF ROOFERS LOCAL 154 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11787 110642285 ORGANIZING AND NEGOTIATING FOR MEMBERS NY 501(C)(5) N/A 0 D-STAR WATERPROOFERS DME CONTRACTING CO INC EAGLE ONE ROOFING CONTRACTORS ECHOSTAR CONSTRUCTION INC MASPETH C&S MELRIC SYSTEMS CORP METROPOLITAN CONSTRUCTION SYSTEMS MILCON CONSTRUCTION CORP MONAGHAN RESTORATION SERVICES NATIONWIDE RESTORATION INC NICHOLSON & GALLOWAY INC PARIS MAINTENANCE & MANAGEMENT RELATED SERVICES LLC ROTH BROTHERS INC SUMMIT BUILDING SERVICES SUPREME RESTORATION SERVICES LTD TITAN ROOFING UNITED UNION OF ROOFERS 154 US ALLEGRO DIMITRI ENTERPRISES INC DNA CONTRACTING JP PATTI COMPANY INC SCHNELL CONTRACTING SERVICES LLC TRIANGLE GENERAL CONTRACTORS INC WOLKOW BRAKER ROOFING CORP 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0