Form 990 for tax year 2024
Filed by LOCAL 1102 HEALTH AND BENEFIT FUND.
Totals
- Total revenue
- $34,297,053
- Total expenses
- $26,694,232
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $25,420,438
- Investment income
- $8,876,615
- Other revenue
- $0
- Total assets, end of year
- $173,725,980
- Total liabilities, end of year
- $577,020
- Net assets or fund balances, end of year
- $173,148,960
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $25,369,921 · related or exempt $25,369,921
-
2b · Program service revenue: COBRA CONTRIBUTIONS
total $50,517 · related or exempt $50,517
-
3 · Investment income
total $3,234,976 · excluded $3,234,976
-
7a · Gross sales of assets other than inventory
securities $80,720,951
-
7b · Less cost or other basis and sales expenses
securities $75,079,312
-
7c · Gain or loss
securities $5,641,639
-
7d · Net gain or loss
total $5,641,639 · excluded $5,641,639
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $24,077,511
-
11b · Fees: legal
total $114,456
-
11c · Fees: accounting
total $41,731
-
11f · Fees: investment management
total $448,089
-
11g · Fees: other
total $49,616
-
13 · Office expenses
total $84,046
-
14 · Information technology
total $101,657
-
16 · Occupancy
total $158,342
-
17 · Travel
total $445
-
23 · Insurance
total $43,956
-
24a · Other expenses: ALLOCATED PAYROLL AND R
total $1,526,486
-
24b · Other expenses: EQUIPMENT RENTAL
total $45,672
-
24c · Other expenses: TRUSTEE FEES
total $2,225
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,697,064 · end of year $2,953,139
-
2 · Savings and temporary cash investments
beginning of year $340,454 · end of year $1,079,065
-
4 · Accounts receivable
beginning of year $477,166 · end of year $482,885
-
11 · Investments: publicly traded securities
beginning of year $149,237,407 · end of year $168,368,207
-
14 · Intangible assets
end of year $286,263
-
15 · Other assets
beginning of year $918,129 · end of year $556,421
-
17 · Accounts payable and accrued expenses
beginning of year $23,500 · end of year $38,966
-
25 · Other liabilities
beginning of year $6,561,964 · end of year $538,054
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $148,084,756 · end of year $173,148,960
Mission and programs · 2024
Mission
V.E.B.A. FUND
Activities or mission (Part I)
TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS.
-
TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
Larry BienenfeldLARRY BIENENFELD
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Francis BurkeFRANCIS BURKE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Roger GrobstichROGER GROBSTICH
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Jack CaffeyJACK CAFFEY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 4 + 4 related
-
Thomas RowlandTHOMAS ROWLAND
COO
- Total calculated
- $191,524
- From this org
- $0
- From related orgs
- $182,878
- Other
- $8,646
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $182,878 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,216 related
- Nontaxable benefits
- $0 + $1,430 related
- Filer's total
- $0 + $191,524 related
-
Angelo CioneANGELO CIONE
DIR. INTERNAL OPERATIONS
- Total calculated
- $342,050
- From this org
- $0
- From related orgs
- $277,428
- Other
- $64,622
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $0 + $277,428 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $41,358 related
- Nontaxable benefits
- $0 + $23,264 related
- Filer's total
- $0 + $342,050 related
-
John SloaneJOHN SLOANE
ASST. CONTROLLER
- Total calculated
- $244,388
- From this org
- $0
- From related orgs
- $191,850
- Other
- $52,538
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $0 + $191,850 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $29,384 related
- Nontaxable benefits
- $0 + $23,154 related
- Filer's total
- $0 + $244,388 related
-
Eric SchwartzERIC SCHWARTZ
FIELD DIRECTOR
- Total calculated
- $192,042
- From this org
- $0
- From related orgs
- $160,876
- Other
- $31,166
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $0 + $160,876 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,834 related
- Nontaxable benefits
- $0 + $8,332 related
- Filer's total
- $0 + $192,042 related
-
Jennifer DeleonardisJENNIFER DELEONARDIS
FUNDS ADMINISTRATOR
- Total calculated
- $219,860
- From this org
- $0
- From related orgs
- $172,308
- Other
- $47,552
- Hours/week
- 19 + 21 related
Schedule J breakdown matched by us
- Base
- $0 + $172,308 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $24,535 related
- Nontaxable benefits
- $0 + $23,017 related
- Filer's total
- $0 + $219,860 related
-
Michael GerbeMICHAEL GERBE
I.T. MANAGER
- Total calculated
- $211,929
- From this org
- $0
- From related orgs
- $163,349
- Other
- $48,580
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $163,349 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,527 related
- Nontaxable benefits
- $0 + $23,053 related
- Filer's total
- $0 + $211,929 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LOCAL 1102 RETAIL WHOLESALE DEPT STORE
501(C)(5) · LABOR UNION · NY
-
LOCAL 1102 RETIREMENT TRUST
501 (A) · RETIREMENT PLAN · NY
-
LOCAL 1102 RETIREMENT FUND
501 (A) · RETIREMENT PLAN · NY
-
STOREWORKERS RETIREMENT PLAN
501 (A) · RETIREMENT PLAN · NY
-
LOCAL 1102 401 (K) RETIREMENT PLAN
501 (A) · RETIREMENT PLAN · NY
-
LOCAL 1102 AMALGAMATED PENSION FUND
501 (A) · RETIREMENT PLAN · NY
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
970 KENT CONDOMINIUM
-
A&A MAINTENANCE ENTERPRISE IN
-
ADELPHI UNIVERSITY
-
ARAMARK RAIL SERVICES
-
AUTRONICS PLASTICS INC
-
BARON NISSAN INC
-
BH COFFEE COMPANY INC
-
BROOKFIELD SD - COMPASS
-
BROWN'S BARGAIN STORE
-
CENTER MORICHES SD - WHITSONS
-
CHARTWELLS
-
CULINART NYU DENTAL - COMPASS
-
D ROSEN BAKERY SUPPLY
-
DARLING SHOE CORP
-
DAVIS AIRCRAFT PRODS CO
-
DD SERVICES INC
-
DUTY FREE AMERICA
-
DYNAMIC MARKETING INC
-
EAST HILLS SUBARU
-
EAST ISLIP SD - WHITSONS
-
ENESLOW ORTHOPEDICINC
-
EXCEL COMMERCIAL MAINTENANCE-E
-
FACULTY STUDENT ASSOCIATION
-
FLYING FOOD GROUPLLC (JFK)
-
FLYNN INC
-
GREENLIGHT BOOKSTORE LLC
-
HAMPTON BAY SD - ARAMARK
-
HAUPPAUGE SD - WHITSONS
-
HICKSVILLE SD - WHITSONS
-
HOFSTRA UNIVERSITY
-
HOLY TRINITY HS-LOYAL BUILDING
-
HUNTINGTON HILTON
-
IJ WHITE
-
INTERNATIONAL SHOPPES INC
-
INT'L MASONRY SVCE- ARAMARK
-
ISPICE FOODS
-
JERR SHOES INC
-
JILDOR SHOES INC
-
KINGS PARK SD - WHITSONS
-
LEN STOLER OF QUEENS
-
LINDENHURST SD- ARAMARK
-
MAX FINKELSTEIN INC
-
MENDON TRUCK LEASING
-
MICHAELVICTORIA INC
-
MIDDLE COUNTRY SD - WHITSONS
-
MORRISON MANAGEMENT-COMPASS
-
MR GLASS OF LONG ISLAND INC
-
MT VERNON SD - ARAMARK
-
NATHAN'S FAMOUS
-
NEW BRITAIN SD WHITSON
-
NYU - CHARTWELLS DIVISION OF C
-
OXFORD SD WHITSONS
-
PANA NISSAN LLC
-
PAUL STUART INC
-
PLAINVIEWOB SD - WHITSONS
-
PRATT INSTITUTE
-
PROPARK AMERICA LLC - NY REGI
-
RESTAURANT ASSOCIATES - COMPAS
-
SAFELITE GLASS CORP
-
SCCC-ARAMARK
-
SOUTH COUNTRY SD- WHITSONS
-
SOUTHSIDE UNITED HOUSING
-
ST JOHNS HS - LOYAL BUILDING
-
STONY BROOK
-
SUNY FARMINGDALE-ARAMARK
-
SUNY OLD WESTBURY-COMPASS FSW
-
THE CHANGE GROUP NEW YORK
-
THE WAY BACK INC
-
TIP TOP SALES CORP
-
TOWER OWNERS INC
-
WHITSONS CULINARY CENTER
-
WILLIAM FLOYD SD - ARAMARK
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202511339349302026
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