AUMdb

Smart Local 137 Insurance Fund

EIN 135520944 · 501(c)(9) · Public charity · Long Island City, NY · recognized 1958

Assets
$16.5M
Revenue
$6.8M
Expenses
$7.3M
Investment income
$306K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Empire Bcbs Medical claims admin $161,159
Schultheis & Panettieri Llp Accountant $123,230

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Richard Basulto Fund administrator $123,074 $67,253
Russell Capaldo Union trustee $1,638 $1,017
Dante Dano Jr Union trustee $0 $0
Anthony Fotiadis Union trustee $0 $0
Kevin Going Emplyr trustee $0 $0
Jonathan Bragoli Emplyr trustee $0 $0
Shanna Peras Emplyr trustee $0 $0