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Nonprofiteer
← LOCAL 338 BENEFITS TRUST FUND

Form 990 for tax year 2023

Filed by LOCAL 338 BENEFITS TRUST FUND.

Totals

Total revenue
$1,833,937
Total expenses
$3,653,270
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,854,366
Investment income
-$20,429
Other revenue
$0
Total assets, end of year
$8,503,811
Total liabilities, end of year
$336,259
Net assets or fund balances, end of year
$8,167,552
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 $1,837,189 · related or exempt $1,837,189

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $9,131 · related or exempt $9,131

  • 2c · Program service revenue: OTHER INCOME

    total $8,046 · related or exempt $8,046

  • 3 · Investment income

    total $64 · excluded $64

  • 7a · Gross sales of assets other than inventory

    securities $2,050,657

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

    securities $2,071,150

  • 7c · Gain or loss

    securities -$20,493

  • 7d · Net gain or loss

    total -$20,493 · excluded -$20,493

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,477,674

  • 11b · Fees: legal

    total $97,463

  • 11c · Fees: accounting

    total $37,500

  • 11f · Fees: investment management

    total $12,013

  • 11g · Fees: other

    total $55,394

  • 13 · Office expenses

    total $70,523

  • 14 · Information technology

    total $2,545

  • 16 · Occupancy

    total $60,771

  • 17 · Travel

    total $20,942

  • 19 · Conferences, conventions and meetings

    total $2,225

  • 22 · Depreciation, depletion and amortization

    total $28,200

  • 23 · Insurance

    total $28,298

  • 24a · Other expenses: ALLOCATED SALARIES AND

    total $567,730

  • 24b · Other expenses: ALLOCATED EMPLOYEE BENE

    total $189,272

  • 24c · Other expenses: ALLOCATED DEPRECIATION

    total $2,720

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $403,507 · end of year $222,123

  • 2 · Savings and temporary cash investments

    beginning of year $82

  • 4 · Accounts receivable

    beginning of year $372,420 · end of year $308,939

  • 9 · Prepaid expenses and deferred charges

    beginning of year $958 · end of year $958

  • 10a · Land, buildings and equipment: cost or other basis

    $305,939

  • 10b · Land, buildings and equipment: accumulated depreciation

    $263,639

  • 10c · Land, buildings and equipment, net

    beginning of year $70,500 · end of year $42,300

  • 12 · Investments: other securities

    beginning of year $8,382,030 · end of year $7,859,491

  • 15 · Other assets

    beginning of year $70,000 · end of year $70,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $211,158 · end of year $336,259

  • 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 $9,088,339 · end of year $8,167,552

Mission and programs · 2023

Mission

TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH, LEGAL AND OTHER BENEFITS TO PARTICIPANTS.

Activities or mission (Part I)

TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH AND LEGAL SERVICES BENEFITS.

  • TO PROVIDE DENTAL, VISION, TEMPORARY DISABILITY, DEATH, LEGAL AND OTHER BENEFITS TO PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • John R Durso

    CHAIRMAN OF THE BOARD

    Total calculated
    $399,008
    From this org
    $0
    From related orgs
    $347,281
    Other
    $51,727
    Hours/week
    5 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $347,281 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,975 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $399,008 related

  • Joseph Fontano

    UNION TRUSTEE

    Total calculated
    $260,035
    From this org
    $0
    From related orgs
    $221,182
    Other
    $38,853
    Hours/week
    5 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,182 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,101 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $260,035 related

  • Neil Gonzalvo

    UNION TRUSTEE

    Total calculated
    $248,619
    From this org
    $0
    From related orgs
    $209,732
    Other
    $38,887
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,732 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,135 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $248,619 related

  • Jon Greenfield

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Angelo Avena

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • John Decicco Jr

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Harold Mittel

    CONTROLLER

    Total calculated
    $242,939
    From this org
    $0
    From related orgs
    $191,886
    Other
    $51,053
    Hours/week
    3 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,886 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,301 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $242,939 related

  • Earl Mathurin

    FUND ADMINISTRATOR

    Total calculated
    $218,200
    From this org
    $0
    From related orgs
    $183,650
    Other
    $34,550
    Hours/week
    2 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,650 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,798 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $218,200 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.

  • RWDSUUFCW LOCAL UNION 338

    501(C)(5) · REPRESENTS MEMBERS IN COLLECTIVE BARGAINING MATTERS WITH EMPLOYERS · NY

  • LOCAL 338 HEALTH AND WELFARE FUND

    501(C)(9) · PROVIDES MEDICAL, TEMPORARY DISABILITY, DEATH AND LEGAL BENEFITS · NY

  • LOCAL 338 RETIREMENT FUND

    401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

  • LOCAL 338 ANNUITY FUND

    401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

  • LOCAL 305 CIO PENSION FUND

    401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

  • LOCAL 338 REAL ESTATE HOLDING CORP

    501(C)(2) · ASSET HOLDING ENTITY · 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.

  • 131 DRIGGS AVE SUPERMARKET INC

  • 1533 BROADWAY INC

  • 2720 CHURCH GROCERY CORP

  • 355 HALSTEAD CORP

  • 486 HENRY SUPERMARKET INC

  • 50-18 MEAT CORP

  • 805 FRANKLIN AVE FOOD CORP

  • ACME STORE GROUP

  • ALEXAS FOOD CORP

  • ASSOCIATEOWNER S KIDS FOOD CO

  • BELMONTE MKTS & MANAGEMENT INC

  • BROADWAY HOUSING COMMUNITIES

  • CABRERA STORES CORP

  • CARNEGIE EAST HOUSE

  • CHELSEA TRUCKINGHUDSON DELIVE

  • CHILD CENTER OF NY

  • CHILD CENTER OF NY (YOUTH DEVELOPMENT DIVISION)

  • D & T MINI DELICATESSEN

  • DE CICCO OF CORNWALL

  • DE CICCO OF JEFFERSON VALLEY

  • DE CICCO OF KATONAH

  • DE CICCO OF NEW CITY

  • DE CICCO OF SCARSDALE

  • DECICCO AND SON'S LLC

  • ECDO MANAGEMENT CORP

  • ERNEST KLEIN STORE

  • F AND J BAGELS INC

  • F P L FOOD INC & QUICK CHECK

  • FERTITTA PRODUCE INC

  • FIRST GROUP AMERICA INC

  • FOOD PARADE

  • FOUR COUSINS REALTY

  • G & C FOODS INC

  • G & S CORP

  • GALLAGHER FAMILY MARKETS LLC

  • GIUNTAS WAREHOUSE

  • GREAT WAY FOOD INCKEYFOOD

  • GRISTEDES DELIVERY SERVICE INC

  • GU MARKETPLACE

  • HB 84 FOOD CORP

  • HOPE COMMUNITY INC

  • JANSON SUPERMARKETS LLC

  • JAY PEE JAY FOODS INC

  • K S P SUPERMARKET INCASSOCIAT

  • K THOMPSON FOODS LLC

  • KEY FOOD CO-OP (BAYSIDE)

  • LABOR EDUCATION AND COMMUNITY SERVICES AGENCY

  • LANE BRYANTCHARMING SHOPPES

  • LOCAL 338 HW

  • LOCAL 338 OFFICERS

  • LONG ISLAND FEDERATION OF LABOR AFL-CIO

  • MAMA S RESTAURANT

  • MURRAYS STURGEON SHOP

  • NAMDORSLOANS

  • NEPTUNE MEAT CORP

  • PSK SUPERMARKETS INC

  • PARAMOUNT SUPERMARKET INC

  • PARVENA MARKETS INC

  • PICK QUICK FOODS

  • QUANTUM REHABILITATION AND NURSING

  • R B G MANAGEMENT CORP

  • RISEBORO COMMUNITY PARTNERSHIP (CASE WORKERS PROGRAM)

  • ROMA ITALIAN DELICATESSEN

  • RUSS & DAUGHTERS APPET

  • S M E MANAGEMENT CORP

  • SAMUEL INFANTINO PRODUCE

  • SEVEN SEAS 42ND ST LLC

  • SEVEN SEAS 49TH ST LLC

  • SHOPRITE OF COMMACK (PHARM)

  • SURGE REHABILITATION AND NURSING

  • TAPPS SM INC

  • Z AND T FOOD CORP ASSOCIATED

  • ZABARS & CO INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349305901

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