2025-10-13T09:49:38-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 132980858 LOCAL 338 RWDSUUFCW HEALTH & WELFARE FUND LOCA 5162941338 1505 KELLUM PLACE MINEOLA NY 11501 JOHN R DURSO CHAIRMAN 5162941338 2025-10-13 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-13 2024 2025-03-06 01:10:19Z JOHN R DURSO 1505 KELLUM PLACE MINEOLA NY 11501 53761997 0 X N/A X 1939 NY TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTIONS AND OTHER WELFARE BENEFITS. 6 0 32 0 0 0 0 0 41158189 43113422 328352 2182226 27868 71751 41514409 45367399 0 0 39657505 41993246 3885026 3641467 0 0 0 2441185 2072207 45983716 47706920 -4469307 -2339521 44408603 43157337 620084 471418 43788519 42685919 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTIONS AND OTHER WELFARE BENEFITS. 0 0 TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTIONS AND OTHER WELFARE BENEFITS. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 32 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 5162941338 1505 KELLUM PLACE MINEOLA NY 11501 JOHN DURSO TRUSTEE 10.00 47.00 X 0 371269 54133 JOSEPH FONTANO TRUSTEE 9.00 26.00 X 0 236917 42102 NEIL GONZALVO TRUSTEE 9.00 26.00 X 0 224705 39095 FREDRICK WREN TRUSTEE 9.00 26.00 X 0 162081 45614 MICHAEL PASQUARETTA TRUSTEE 13.00 22.00 X 0 149409 64137 NIKKI KATEMAN TRUSTEE 9.00 26.00 X 0 149816 41746 HAROLD MITTEL CONTROLLER 10.00 25.00 X 0 207310 38070 LAURIE GREENSREIN FUND EMPLOYEE 40.00 0.00 X 149791 0 29700 DEBRA NALBACH FUND EMPLOYEE 40.00 0.00 X 162138 0 9372 MICHAEL VALENTI FUND EMPLOYEE 40.00 0.00 X 106608 0 29700 418537 1501507 393669 3 0 1 0 MAGNACARE 825 E GATE BLVD GARDEN CITY NY 11530 CLAIMS PROCESSING 1134945 GUARDIAN NURSES PO BOX 224 FLOURTOWN PA 19031 CLAIMS PROCESSING 399868 AMALGAMATED EMPLOYEE BENEFITS ADMINISTRA 333 WESTCHESTER AVE WEST HARRISON NY 10604 CLAIMS PROCESSING 337681 ANTHEM BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 100061404 CLAIMS PROCESSING 322709 FRIEDMAN & ANSPACH 1500 BROADWAY 2300 NEW YORK NY 10036 LEGAL SERVICES 229930 10 EMPLOYER CONTRIBUTIONS 900099 42912789 42912789 PARTICIPANT CONTRIBUTIONS 900099 200633 200633 43113422 303443 303443 10273381 8394598 1878783 1878783 1878783 MISCELLANOUS INCOME 900099 71751 71751 71751 45367399 43185173 0 2182226 41993246 2389433 353014 703265 195755 230960 59000 107329 247921 1130 356704 427220 317973 108108 4761 123410 87691 47706920 620966 2542042 2676625 3977130 4231658 136005 120055 1698310 1612210 165506 86100 13025717 10045252 24507221 25293930 54982 82751 44408603 43157337 620084 471418 620084 471418 X 0 0 0 0 43788519 42685919 43788519 42685919 44408603 43157337 -2339521 1236921 0 X X 0 1 X 1 0 668987 582887 86100 1029323 1029323 0 86100 COMMINGLED FUNDS 25293930 F 25293930 X 46496991 1236921 1236921 45260070 107329 107329 45367399 47599591 0 47599591 107329 107329 47706920 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CURCUMSTANCES OF THE PLAN. 0 0 0 JOHN DURSO TRUSTEE 0 371269 0 0 0 0 0 29395 0 24738 0 425402 0 0 JOSEPH FONTANO TRUSTEE 0 236917 0 0 0 0 0 17364 0 24738 0 279019 0 0 NEIL GONZALVO TRUSTEE 0 224705 0 0 0 0 0 14357 0 24738 0 263800 0 0 HAROLD MITTEL CONTROLLER 0 207310 0 0 0 0 0 13332 0 24738 0 245380 0 0 MICHAEL PASQUARETTA TRUSTEE 0 149409 0 0 0 0 0 39399 0 24738 0 213546 0 0 FREDRICK WREN TRUSTEE 0 162081 0 0 0 0 0 20876 0 24738 0 207695 0 0 NIKKI KATEMAN TRUSTEE 0 149816 0 0 0 0 0 17008 0 24738 0 191562 0 0 LAURIE GREENSREIN FUND EMPLOYEE 149791 0 0 0 0 0 4962 0 24738 0 179491 0 0 0 DEBRA NALBACH FUND EMPLOYEE 162138 0 0 0 0 0 1610 0 7762 0 171510 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED TO AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 RETAIL WHOLESALE & DEPARTMENT STORE UNION NO. 338 HEALTH AND WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: RETAIL WHOLESALE & DEPARTMENT STORE UNION UNION NO. 338 HEALTH AND WELFARE FUND'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. RWDSUUFCW LOCAL UNION 338 1505 KELLUM PLACE MINEOLA NY 11501 131215100 REPRESENTS MEMBERS IN COLLECTIVE BARGAINING MATTERS WITH EMPLOYERS NY 501(C)(5) N/A 0 LOCAL 338 BENEFITS FUND 1505 KELLUM PLACE MINEOLA NY 11501 136313146 PROVIDES MEDICAL, TEMPORARY DISABILITY, DEATH AND LEGAL BENEFITS NY 501(C)(9) N/A 0 LOCAL 338 RETIREMENT FUND 1505 KELLUM PLACE MINEOLA NY 11501 136533678 PROVIDES PENSION BENEFITS TO PARTICIPANTS NY 401(A) N/A 0 LOCAL 338 ANNUITY FUND 1505 KELLUM PLACE MINEOLA NY 11501 271596066 PROVIDES PENSION BENEFITS TO PARTICIPANTS NY 401(A) N/A 0 LOCAL 305 CIO PENSION FUND 120 SAW MILL RIVER ROAD HASTINGS ON THE HUDSON NY 10706 132864446 PROVIDES PENSION BENEFITS TO PARTICIPANTS NY 401(A) N/A 0 LOCAL 338 REAL ESTATE HOLDING CORP 1505 KELLUM PLACE MINEOLA NY 11501 562478579 ASSET HOLDING ENTITY NY 501(C)(2) N/A 0 131 DRIGGS AVE SUPERMARKET INC 2720 CHURCH GROCERY CORP 355 HALSTEAD CORP 486 HENRY SUPERMARKET INC 50-18 MEAT CORP 805 FRANKLIN AVE FOOD CORP ABIGAIL HOUSE ACME STORE GROUP ALEXAS FOOD CORP ALL AMERICAN RECYCLING CORP (UNION) ASSOCIATEOWNER S KIDS FOOD CO ATLANTIC COAST FIBERS AND RECYCLING LLC (LOCAL 312) BELLHAVEN CENTER FOT REHAB & NURSING CARE BELMONTE MKTS & MANAGEMENT INC BOGOPA SERVICE CORP BROADWAY HOUSING COMMUNITIES CABRERA STORES CORP D & T MINI DELICATESSEN DAN'S SUPREME DECICCO AND SON'S LLC DIEHARDPEST EXTERMINATIING (LOCAL 312) ECDO MANAGEMENT CORP ERNEST KLEIN STORE F P L FOOD INC & QUICK CHECK FERTITTA PRODUCE INC FMG AUTO CENTERS INC FOOD PARADE G & C FOODS INC GALLAGHER FAMILY MARKETS LLC GIUNTAS WAREHOUSE GREAT WAY FOOD INCKEYFOOD GRISTEDES DELIVERY SERVICE INC HB 84 FOOD CORP HEALTH NOW INC HOPE COMMUNITY INC JANSON SUPERMARKETS LLC JAY PEE JAY FOODS INC JEWISH HOME FOR REHAB & NURSING K S P SUPERMARKET INCASSOCIAT K THOMPSON FOODS LLC LABOR EDUCATION AND COMMUNITY SERVICES AGENCY LOCAL 338 HW LONG ISLAND FEDERATION OF LABOR AFL-CIO MAC PAINTING MURRAYS STURGEON SHOP NAMDORSLOANS NEPTUNE MEAT CORP PSK SUPERMARKETS INC PARAMOUNT SUPERMARKET INC PARVENA MARKETS INC PENN ENTERPRISES INC PICK QUICK FOODS R B G MANAGEMENT CORP RISEBORO COMMUNITY PARTNERSHIP (CASE WORKERS PROGRAM) ROMA ITALIAN DELICATESSEN RUSS & DAUGHTERS APPET S M E MANAGEMENT CORP SAFEGUARD LOCKSMITHS SAMUEL INFANTINO PRODUCE SECURITY AUTO SALES INC (UNION) SEVEN SEAS 42ND ST LLC SEVEN SEAS 49TH ST LLC SHOPRITE OF COMMACK (PHARM) STOP & SHOP TAPPS SM INC UFCW LOCAL 312 WESTHAMPTON CARE CENTER Z AND T FOOD CORP ASSOCIATED ZABARS & CO INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 LOCAL 338 REAL ESTATE HOLDING CORP K 387559 PAYROLL-BASED RATIO LOCAL 338 RWDSUUFCW O 2169220 PAYROLL-BASED RATIO LOCAL 338 RWDSUUFCW Q 448270 PAYROLL-BASED RATIO LOCAL 338 RWDSUUFCW RETIREMENT FUND Q 329704 PAYROLL-BASED RATIO LOCAL 338 RWDSUUFCW BENEFITS FUND Q 330655 PAYROLL-BASED RATIO LOCAL 338 ANNUITY FUND Q 194018 PAYROLL-BASED RATIO