2024-02-20T13:41:45-06:00 2023-06-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2022-07-01 200225592 ALLIANCE OF WESTERN NEW YORK BENEFIT FUND ALLI 7162053367 2914 PINE AVENUE NIAGARA FALLS NY 14301 JAMES L BRIGGS CHAIRMAN/TRUSTEE 7162053367 2024-02-02 1 JAMES BRIGGS XXX-XX-XXXX 1 MICHAEL J GRIMALDI CPA P01295846 7168563300 2024-02-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES L BRIGGS 2914 PINE AVENUE NIAGARA FALLS NY 14301 43357505 0 X N/A X 2003 NY THE TRUST WAS ESTABLISHED TO ACT AS AGENT OF PLANS ADOPTED BY EMPLOYERS THROUGH COLLECTIVE BARGAINING AGREEMENT OR BY UNION TRUSTS FOR THE PURPOSE OF COLLECTING, MANAGING, AND PAYING FUNDS TO OBTAIN INSURANCE FOR HEALTH BENEFITS IN ACCORDANCE WITH SUCH PLANS. 5 5 0 0 21587 0 0 0 46946690 43335918 6276 21587 0 0 46952966 43357505 0 0 45076571 43392718 0 0 0 0 0 1445015 1384223 46521586 44776941 431380 -1419436 6976289 8036388 1370238 3859820 5606051 4176568 THE TRUST WAS ESTABLISHED TO ACT AS AGENT OF PLANS ADOPTED BY EMPLOYERS THROUGH COLLECTIVE BARGAINING AGREEMENT OR BY UNION TRUSTS FOR THE PURPOSE OF COLLECTING, MANAGING, AND PAYING FUNDS TO OBTAIN INSURANCE FOR HEALTH BENEFITS IN ACCORDANCE WITH SUCH PLANS. 0 0 THE TRUST WAS ESTABLISHED TO ACT AS THE AGENT OF PLANS ADOPTED BY THE EMPLOYERS THROUGH COLLECTIVE BARGAINING AGREEMENT OR BY UNION TRUSTS FOR THE PURPOSE OF COLLECTING, MANAGING, AND PAYING FUNDS TO OBTAIN INSURANCE FOR HEALTH CARE BENEFITS IN ACCORDANCE WITH SUCH PLANS. OBTAINING PREFERABLE GROUP RATES FROM THIRD PARTY PROVIDERS OF HEALTH AND DENTAL INSURANCE. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 1 1 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CROWN BENEFITS GROUP INC PLAN ADMINISTRATOR 7162053367 2914 PINE AVENUE NIAGARA FALLS NY 14301 X JAMES L BRIGGS CHAIRMAN/TRUSTEE 2.00 X X 0 0 0 MARK DOTTERWEICH TRUSTEE 1.00 X 0 0 0 MIKE GAISER TRUSTEE 1.00 X 0 0 0 RAYMOND KING TRUSTEE 1.00 X 0 0 0 JOHN C WELCH JR TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 PARTICIPATING EMPLOYERS 525100 43305690 43305690 COBRA & RETIRED 525100 30228 30228 43335918 21587 21587 43357505 43335918 21587 0 43392718 1309405 1075 16703 5788 23513 26579 BANK CHARGES 1160 44776941 3238479 3680347 2645110 3034136 433900 433900 658800 888005 6976289 8036388 1184853 3626235 185385 233585 1370238 3859820 X 5606051 4176568 5606051 4176568 6976289 8036388 -1419436 -10047 0 X X 0 1 X 1 0 0 43341670 -10047 -10047 43351717 5788 5788 43357505 44771153 0 44771153 5788 5788 44776941 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON INVESTMENTS FORM 990, PART VI, SECTION A, LINE 3 THE TRUST UTILIZES A PLAN ADMINISTRATOR TO ADMINISTER THE TRUST AND PERFORM DAILY DUTIES. THE PLAN ADMINISTRATOR REPORTS DIRECTLY TO THE TRUST'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 EMPLOYERS - BUSINESS AND GOVERNMENT ENTITIES AND UNION TRUSTS. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE ELECTED TO THE GOVERNING BOARD BY CURRENT TRUSTEES. TRUSTEES (GOVERNING BOARD) MEETINGS ARE HELD TO CONDUCT ORGANIZATION'S BUSINESS. MEMBERS ARE NOTIFIED OF TRUSTEE DECISIONS AND GOVERN THEIR ACTIONS BY CONTINUED PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 11B PLAN ADMINISTRATOR REVIEWS AND PRESENTS TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE FUND'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH TRUSTEE AND THE PLAN ADMINISTRATOR ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 COPY AVAILABLE AT OFFICE OF PLAN ADMINISTRATOR. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE PROCESS FROM PRIOR YEAR.