2025 ANNUAL STATEMENTS FOR THE HEALTH AND BENEFIT FUND
The 2025 W-2 forms for Sick Fund and for the Health and Benefit Fund Loss of Time will be mailed to all participants by 2/02/26. If you withdrew money from your sick fund account or received loss of time payments in 2025 you should receive a W-2. PLEASE NOTE: If you have an email on file, you will receive an email on January 28th from Online Form Retrieval with the subject: IMPORTANT TAX RETURN DOCUMENT AVAILABLE. The email will contain a link so that you can view and print your W-2 form. Please check your spam mailbox if you do not see the email in your inbox. The 2025 1099R for the Death Benefit for the Health and Benefit Fund will be mailed to the paid beneficiary by 2/02/26. Please call (212) 331-1800 if you have any questions.

Health Coverage Tax Document - IRS Form 1095-B Available Upon Request
The IRS Form 1095-B provides important tax information about your health coverage. However, several years ago, the federal penalty for failing to enroll in health insurance was discontinued and, as a result, you are no longer required to submit an IRS Form 1095-B when filing your federal tax return (e.g. Form 1040). Later, Congress changed federal law to state that health plans are no longer required to mail copies of Form 1095-B to participants. As a result, Local 94 Health and Benefit Fund participants will no longer automatically receive a paper copy of Form 1095-B in the mail, except if required by state law, such as in New Jersey. Any Local 94 Health and Benefit Fund participants who want to receive a paper copy of Form 1095-B may follow the process set forth below to request a copy to be provided by mail. PLEASE NOTE: If you have an email on file, you will receive an email from Online Form Retrieval with the subject: IMPORTANT TAX RETURN DOCUMENT AVAILABLE. The email will contain a link so that you can view and print your Form 1095-B. Please check your spam mailbox if you do not see the email in your inbox. Read more or download the notice (pdf). Complete the 1095B Paper Request Form (pdf).