2025-09-25T11:45:03-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 100 JERICHO QUADRANGLE SUITE 342 JERICHO NY 11753 990 2024-01-01 061697982 AMALGAMATED UNION LOCAL 450-A WELFARE FUND AMAL 7184284167 PO BOX 604921 BAYSIDE NY 113604921 CHARLES FERZOLA TRUSTEE 7184284167 2025-09-24 1 1 JOHN ANTINORE P10557695 5169313100 2025-09-21 2024 2025-03-06 01:10:19Z X CHARLES FERZOLA PO BOX 604921 BAYSIDE NY 113604921 8127285 0 X N/A X 2003 NY TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 2 2 0 0 0 0 0 0 7693805 8127285 0 0 0 0 7693805 8127285 0 0 7504827 7957120 0 0 0 0 0 149794 152432 7654621 8109552 39184 17733 588737 606470 0 0 588737 606470 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARMELA PECONE 7184284167 PO BOX 604921 BAYSIDE NY 113604921 PAUL SCHAUBER TRUSTEE 3.00 X 0 0 0 CHARLES FERZOLA TRUSTEE 3.00 X 0 46000 0 0 46000 0 0 0 0 0 DIOSCURI ADMINISTRATORS INC PO BOX 604921 BAYSIDE NY 113604921 THIRD PARTY ADMIN 110000 1 EMPLOYER CONTRIBUTIONS 900099 8118124 8118124 PARTICIPANT CONTRIBUTI 900099 9161 9161 8127285 8127285 8127285 0 0 7957120 18000 16200 113600 210 4422 8109552 579737 606470 9000 0 588737 606470 0 0 X 0 0 0 0 0 0 588737 606470 588737 606470 17733 0 X X 0 1 X 1 0 0 X 8127285 0 8127285 0 8127285 8109552 0 8109552 0 8109552 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023 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 PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS 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 TRUSTEES MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: THE FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP"). THAT BASIS DIFFERS FROM U.S. GAAP PRINCIPALLY BECAUSE EMPLOYER CONTRIBUTIONS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED. ACCORDINGLY, RECEIVABLES FROM EMPLOYER CONTRIBUTIONS AND THEIR RELATED EFFECTS ON EARNINGS HAVE NOT BEEN RECOGNIZED IN THESE FINANCIAL STATEMENTS. HOWEVER, INVESTMENT INCOME IS RECORDED WHEN EARNED AND EXPENSES ARE RECORDED WHEN INCURRED. AMALGAMATED UNION LOCAL 450A 258 SAW MILL RIVER ROAD ELMSFORD NY 10523 200044948 ORGANIZING AND NEGOTIATING NY 501(C)(5) N/A 0 AMERICANS FOR FINANCIAL INDEPENDENCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0