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← PRIVATE SANITATION UNION-813 INSURANCE TRUST FUND

Form 990 for tax year 2023

Filed by PRIVATE SANITATION UNION-813 INSURANCE TRUST FUND.

Totals

Total revenue
$28,621,932
Total expenses
$27,827,732
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$26,350,116
Investment income
$2,271,816
Other revenue
$0
Total assets, end of year
$59,657,048
Total liabilities, end of year
$9,289,653
Net assets or fund balances, end of year
$50,367,395
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 $26,254,600 · related or exempt $26,254,600

  • 2b · Program service revenue: CONTRIBUTIONS (COBRA)

    total $95,516 · related or exempt $95,516

  • 3 · Investment income

    total $1,730,959 · unrelated business $1,730,959

  • 7a · Gross sales of assets other than inventory

    securities $1,725,707

  • 7b · Less cost or other basis and sales expenses

    securities $1,184,850

  • 7c · Gain or loss

    securities $540,857

  • 7d · Net gain or loss

    total $540,857 · excluded $540,857

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $26,699,530

  • 5 · Compensation of officers, directors and key employees

    total $38,400

  • 7 · Other salaries and wages

    total $240,051

  • 9 · Other employee benefits

    total $123,961

  • 10 · Payroll taxes

    total $18,230

  • 11b · Fees: legal

    total $172,038

  • 11c · Fees: accounting

    total $56,410

  • 11f · Fees: investment management

    total $205,797

  • 11g · Fees: other

    total $52,651

  • 13 · Office expenses

    total $44,846

  • 14 · Information technology

    total $81,903

  • 16 · Occupancy

    total $58,541

  • 19 · Conferences, conventions and meetings

    total $7,319

  • 23 · Insurance

    total $28,055

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,735,238 · end of year $4,210,228

  • 2 · Savings and temporary cash investments

    beginning of year $484,542 · end of year $4,064,037

  • 4 · Accounts receivable

    beginning of year $2,884,250 · end of year $2,492,970

  • 9 · Prepaid expenses and deferred charges

    beginning of year $51,611 · end of year $50,024

  • 11 · Investments: publicly traded securities

    beginning of year $33,217,967 · end of year $35,275,649

  • 12 · Investments: other securities

    beginning of year $16,118,937 · end of year $13,564,140

  • 17 · Accounts payable and accrued expenses

    beginning of year $164,174 · end of year $140,965

  • 25 · Other liabilities

    beginning of year $9,683,000 · end of year $9,148,688

  • 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 $46,645,371 · end of year $50,367,395

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Sean T Campbell

    TRUSTEE

    Total calculated
    $127,200
    From this org
    $38,400
    From related orgs
    $88,800
    Other
    $0
    Hours/week
    2 + 8 related

  • Jeffrey Gutterman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Robert Tillis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • Nicholas Orlando

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Daniel Wright

    TRUSTEE

    Total calculated
    $239,356
    From this org
    $0
    From related orgs
    $200,760
    Other
    $38,596
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,100 related
    Bonus
    $0
    Other
    $0 + $17,660 related
    Deferred
    $0 + $17,016 related
    Nontaxable benefits
    $0 + $21,580 related
    Filer's total
    $0 + $239,356 related

  • Richard Laecca

    TRUSTEE

    Total calculated
    $4,500
    From this org
    $0
    From related orgs
    $4,500
    Other
    $0
    Hours/week
    2 + 10 related

  • Bonacio Crespi

    TRUSTEE

    Total calculated
    $168,627
    From this org
    $0
    From related orgs
    $124,080
    Other
    $44,547
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,210 related
    Bonus
    $0
    Other
    $0 + $14,870 related
    Deferred
    $0 + $22,967 related
    Nontaxable benefits
    $0 + $21,580 related
    Filer's total
    $0 + $168,627 related

  • Sharon Huang

    FUND ADMINISTRATOR

    Total calculated
    $279,665
    From this org
    $0
    From related orgs
    $236,400
    Other
    $43,265
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,400 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,725 related
    Nontaxable benefits
    $0 + $20,540 related
    Filer's total
    $0 + $279,665 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 813 SAVINGS AND THRIFT TRUST FUND

    501(A) · BENEFIT FUND · NY

  • LOCAL 27 PENSION FUND

    501(A) · BENEFIT FUND · NY

  • LOCAL 813 PENSION FUND

    501(A) · BENEFIT FUND · NY

  • LOCAL 1034 PENSION FUND

    501(A) · BENEFIT FUND · NY

  • LOCAL 813 IBT

    501(C)(5) · LABOR UNION · 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.

  • AA DANZO SANITATION INC

    CONTRIBUTING EMPLOYER

  • A & T FUNERAL HOME INC

    CONTRIBUTING EMPLOYER

  • AAC BUILDERS CARTING LLC

    CONTRIBUTING EMPLOYER

  • ADELPHIA CONTAINER CORP

    CONTRIBUTING EMPLOYER

  • ALIFFI FUNERAL SERVICES

    CONTRIBUTING EMPLOYER

  • ALITE AUTO SERVICE INC

    CONTRIBUTING EMPLOYER

  • AMRO CARTING

    CONTRIBUTING EMPLOYER

  • ARMA CONTAINER CORP

    CONTRIBUTING EMPLOYER

  • ASTORIA RUBBISH REMOVAL

    CONTRIBUTING EMPLOYER

  • BATESVILLE LOGISTICS INC

    CONTRIBUTING EMPLOYER

  • BAVARO CARTING CORP

    CONTRIBUTING EMPLOYER

  • BAVERSTOCK - DZIUBA FNRL

    CONTRIBUTING EMPLOYER

  • BELL CONTAINER CORPORATION

    CONTRIBUTING EMPLOYER

  • BETTER CARTING

    CONTRIBUTING EMPLOYER

  • BETTER-PAK CONTAINER CORP

    CONTRIBUTING EMPLOYER

  • BORO-WIDE

    CONTRIBUTING EMPLOYER

  • BRUNO CARACCIOLO FUNERAL

    CONTRIBUTING EMPLOYER

  • CARDELLA TRUCKING COMPANY

    CONTRIBUTING EMPLOYER

  • CASTLE HILL FUNERAL HOME

    CONTRIBUTING EMPLOYER

  • CASTLE SANITATION

    CONTRIBUTING EMPLOYER

  • CEDAR PARK CEMETERY

    CONTRIBUTING EMPLOYER

  • CENTURY DIRECT SOLUTINS LLC

    CONTRIBUTING EMPLOYER

  • CERASO-GENNARELLI FUNERAL

    CONTRIBUTING EMPLOYER

  • CERTIFIED CARTING INC

    CONTRIBUTING EMPLOYER

  • CHELSEA SANITATION

    CONTRIBUTING EMPLOYER

  • CITY HAULING LLC

    CONTRIBUTING EMPLOYER

  • CITY WASTE SERVICES

    CONTRIBUTING EMPLOYER

  • CITY WIDE CONTAINER

    CONTRIBUTING EMPLOYER

  • CLASSIC RECYCLING CLASSIC SANITATION

    CONTRIBUTING EMPLOYER

  • CLEARVIEW GARDENS

    CONTRIBUTING EMPLOYER

  • DANIELLO CARTING COMPANY

    CONTRIBUTING EMPLOYER

  • DEJANA INDUSTRIES

    CONTRIBUTING EMPLOYER

  • DELTA CORRUGATED PAPER PRODUCTS CORP

    CONTRIBUTING EMPLOYER

  • DONZA FUNERAL HOME INC

    CONTRIBUTING EMPLOYER

  • DOUGLAS R MATHIE FUN SER IN

    CONTRIBUTING EMPLOYER

  • EDCC SERVICES CORP

    CONTRIBUTING EMPLOYER

  • EVERGREEN FUNERAL HOME I

    CONTRIBUTING EMPLOYER

  • FERRARO FINE FOODS OF NY LLC

    CONTRIBUTING EMPLOYER

  • G & C FABCON LLC

    CONTRIBUTING EMPLOYER

  • GLASCOTT FUNERAL HOMES

    CONTRIBUTING EMPLOYER

  • GUTTERMANS INC

    CONTRIBUTING EMPLOYER

  • HARRY F BLAIR FUNERAL HOME INC

    CONTRIBUTING EMPLOYER

  • HERITAGE FUNERAL HOME

    CONTRIBUTING EMPLOYER

  • INDEPENDENCE CARTING

    CONTRIBUTING EMPLOYER

  • INWOOD TRADE SERVICE INC

    CONTRIBUTING EMPLOYER

  • JAMAICA ASH & RUBBISH

    CONTRIBUTING EMPLOYER

  • JOHN SENKO INC DBA HEMPSTEAD FUNERAL HOME

    CONTRIBUTING EMPLOYER

  • KANDEL & SON INC -

    CONTRIBUTING EMPLOYER

  • KLEINS AUTO RENTAL SERVIC

    CONTRIBUTING EMPLOYER

  • LAKEWOOD CEMETERY ASSO DBA RIVERSIDE CEMETERY

    CONTRIBUTING EMPLOYER

  • LEGACY CARTING

    CONTRIBUTING EMPLOYER

  • LIBERTY CONTRACTING

    CONTRIBUTING EMPLOYER

  • LONG ISLAND WASTE

    CONTRIBUTING EMPLOYER

  • M&M SANITATION

    CONTRIBUTING EMPLOYER

  • MAGGIO ENVIRONMENTAL

    CONTRIBUTING EMPLOYER

  • MANHATTAN INTERIOR CONTRACTING

    CONTRIBUTING EMPLOYER

  • MESTRANDREA FUNERAL CHAPELS DBA MAJESTIC FUN'L SVC

    CONTRIBUTING EMPLOYER

  • METROPOLITAN TRANSFER

    CONTRIBUTING EMPLOYER

  • METZGER LIMOUSINE INC

    CONTRIBUTING EMPLOYER

  • MICHAELS FUNERAL HOME INC

    CONTRIBUTING EMPLOYER

  • MILSO INDUSTRIES CORP AKA SO BKLYN CASKET CO

    CONTRIBUTING EMPLOYER

  • MONTEFIORE CEMETERY CORP REGULAR EMPLOYEE

    CONTRIBUTING EMPLOYER

  • N F WALKER INC

    CONTRIBUTING EMPLOYER

  • N F WALKER OF QUEENS IN

    CONTRIBUTING EMPLOYER

  • NATIONAL PACAGING SERVICE

    CONTRIBUTING EMPLOYER

  • NEW YORK FUNERAL CHAPEL LLC DBA GRAMERCY

    CONTRIBUTING EMPLOYER

  • OLINER FIBRE CO INC

    CONTRIBUTING EMPLOYER

  • PACCIONE FUNERAL DIRECTOR

    CONTRIBUTING EMPLOYER

  • PAPAVERO FUNERAL HOME

    CONTRIBUTING EMPLOYER

  • PHASE 1 REMOVALS INC

    CONTRIBUTING EMPLOYER

  • PYRAMID FLOOR COVERING INC

    CONTRIBUTING EMPLOYER

  • PYRAMID FUNERAL SERV OF B

    CONTRIBUTING EMPLOYER

  • R STUTZMANN & SON INC

    CONTRIBUTING EMPLOYER

  • R3 METRO NORTH (BUNZL SCHRIER BROTHERS)

    CONTRIBUTING EMPLOYER

  • RALPH GIORDANO FUNERAL HO

    CONTRIBUTING EMPLOYER

  • RC ENVIRONMENTAL

    CONTRIBUTING EMPLOYER

  • RC ENVIRONMENTAL LLC

    CONTRIBUTING EMPLOYER

  • RITE-WAY INTERNAL REMOVAL

    CONTRIBUTING EMPLOYER

  • ROMANO FUNERAL HOME

    CONTRIBUTING EMPLOYER

  • SAINT RAYMOND CEMETERY

    CONTRIBUTING EMPLOYER

  • SANI-PRO

    CONTRIBUTING EMPLOYER

  • SCISCHWARTZ BROS FUNERAL CO THOMAS M QUINN & SONS

    CONTRIBUTING EMPLOYER

  • SHERMANS FLATBUSH MEMORIA

    CONTRIBUTING EMPLOYER

  • SOUND TONE FLOOR INC

    CONTRIBUTING EMPLOYER

  • ST JOSEPH'S CEMETERY

    CONTRIBUTING EMPLOYER

  • STATEN ISLAND C&D

    CONTRIBUTING EMPLOYER

  • STATEWIDE DEMOLITION

    CONTRIBUTING EMPLOYER

  • STERICYCLE

    CONTRIBUTING EMPLOYER

  • STERLING SANITARY SUPPLY

    CONTRIBUTING EMPLOYER

  • SUPPLYONE NEW YOR INC

    CONTRIBUTING EMPLOYER

  • TAGLIA LYSAK & CO INC

    CONTRIBUTING EMPLOYER

  • THE HERTZ CORP

    CONTRIBUTING EMPLOYER

  • THE SEA GATE ASSOCIATION

    CONTRIBUTING EMPLOYER

  • THE SEA GATE ASSOCIATION

    CONTRIBUTING EMPLOYER

  • TRI-STATE DISMANTLING COR

    CONTRIBUTING EMPLOYER

  • TULLY ENVIRONMENTAL INC

    CONTRIBUTING EMPLOYER

  • TUNNEL BARREL & DRUM CO I

    CONTRIBUTING EMPLOYER

  • TUNNEL HILL ASH LLC

    CONTRIBUTING EMPLOYER

  • U-NEED-A-ROLL OFF CORP

    CONTRIBUTING EMPLOYER

  • UNIQUE SANITATION COMPANY

    CONTRIBUTING EMPLOYER

  • UNITED BASKET COMPANY INC

    CONTRIBUTING EMPLOYER

  • WASTE CONNECTIONS OF NEW YORK

    CONTRIBUTING EMPLOYER

  • WEINSTEIN FAMILY SERVICES OF NY LLC

    CONTRIBUTING EMPLOYER

  • WEST SIDE FUNERAL SERVICE SCI CO THOMAS M QUINN &

    CONTRIBUTING EMPLOYER

  • WHITESTONE FUNERAL LIVERY

    CONTRIBUTING EMPLOYER

  • WILLIAMSBURG PAPER STOCK

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202432889349301653

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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