FURP.ORG / PUBLIC DATA EXPLORER

WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND (EIN 13-6123972)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202403119349303230
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-06T14:34:55-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR SUITE A220AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136123972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTCHESTER TEAMSTERS HEALTHBusinessNameLine1Txt
Business Name Line2& WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone9145929330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 SOUTH CENTRAL AVENUEAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS A PICANIPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone9145929330PhoneNum
Signature2024-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON PARSONSPreparerPersonNm
PTINP01519444PTIN
Phone7032814880PhoneNum
Preparation2024-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLOUIS A PICANIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 S CENTRAL AVEAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,772,841GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1948FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, DENTAL, DEATH, OPTICAL AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$20,840,218PYProgramServiceRevenueAmt
CY Program Service Revenue$21,043,364CYProgramServiceRevenueAmt
PY Investment Income$233,963PYInvestmentIncomeAmt
CY Investment Income$491,640CYInvestmentIncomeAmt
PY Other Revenue$1,121PYOtherRevenueAmt
CY Other Revenue$1,312CYOtherRevenueAmt
PY Total Revenue$21,075,302PYTotalRevenueAmt
CY Total Revenue$21,536,316CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,658,771PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$22,712,124CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$216,689PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$198,182CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,429,641PYOtherExpensesAmt
CY Other Expenses$2,179,062CYOtherExpensesAmt
PY Total Expenses$19,305,101PYTotalExpensesAmt
CY Total Expenses$25,089,368CYTotalExpensesAmt
PY Revenues Less Expenses$1,770,201PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,553,052CYRevenuesLessExpensesAmt
Total Assets BOY$14,610,313TotalAssetsBOYAmt
Total Assets EOY$12,000,372TotalAssetsEOYAmt
Total Liabilities BOY$989,759TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,275,629TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,620,554NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,724,743NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, DENTAL, DEATH, OPTICAL AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEMPLOYER CONTRIBUTIONS PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRENDA RITCH AND JEANNIE SALCEDOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9145929330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 SOUTH CENTRAL AVEAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10523ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROSS PEPE
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
JEFFREY ISAACS
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
LOUIS A PICANI
UNION TRUSTEE1.0039.00Yes (X)$0$311,914$85,406
DOMINICK CASSANELLI JR
UNION TRUSTEE1.0039.00Yes (X)$0$219,764$74,566
JOSEPH SANSONE
UNION TRUSTEE1.0039.00Yes (X)$0$243,304$79,740
ROGER TARANTO
UNION TRUSTEE1.0039.00Yes (X)$0$187,961$66,391
JOHN COONEY
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
SIMONE ALMEIDA
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
BRENDA GALEA-RITCH
FUND ADMINISTRATOR6.0034.00$0$144,733$34,038Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,107,676TotReportableCompRltdOrgAmt
Total Other Compensation$340,141TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLITMAN & KING LLP
443 N FRANKLIN STREET SUITE 300SYRACUSENY13204LEGAL$159,247
PARK AVENUE MEDICAL
160 SOUTH CENTRAL AVENUEELMSFORDNY10523MEDICAL CONSULTANT$137,547
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$21,043,364TotalRevenueColumnAmt
Related Or Exempt Func Income$21,043,364RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$21,043,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$337,251TotalRevenueColumnAmt
Related Or Exempt Func Income$337,251RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$390,914SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$236,525SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$154,389SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,389TotalRevenueColumnAmt
Related Or Exempt Func Income$154,389RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,312TotalRevenueColumnAmt
Related Or Exempt Func Income$1,312RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,312OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,536,316TotalRevenueColumnAmt
Related Or Exempt Func Income$21,536,316RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$22,712,124TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$139,948TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,982TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,682TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,570TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$159,247TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$71,319TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$36,311TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$887,015TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54,554TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$772TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$88,319TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,012TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$575TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$879,938TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,089,368TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,350,714BOYAmt
EOY$176,769EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$271,974BOYAmt
EOY$310,986EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$1,481,545EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$435,241LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$434,860LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$956BOYAmt
EOY$381EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,620,786BOYAmt
EOY$9,694,340EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$365,883BOYAmt
EOY$336,351EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,610,313BOYAmt
EOY$12,000,372EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,703BOYAmt
EOY$25,436EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$964,056BOYAmt
EOY$1,250,193EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$989,759BOYAmt
EOY$1,275,629EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,620,554BOYAmt
EOY$10,724,743EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,610,313BOYAmt
EOY$12,000,372EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,553,052ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$657,241NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$435,241OtherCostOrOtherBasisAmt
Depreciation$434,860DepreciationAmt
Book Value$381BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$381TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFITS PAYABLEDesc
Amt$1,250,193Amt
FieldValueIRS element (for citing)
Total Liability$1,250,193TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,157,246TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$657,241NetUnrealizedGainsInvstAmt
Revenue Not Reported$657,241RevenueNotReportedAmt
Revenue Subtotal$21,500,005RevenueSubtotalAmt
Investment Expenses Not Incld$36,311InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$36,311RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$21,536,316TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,766,920TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,766,920ExpensesSubtotalAmt
Investment Expenses Not Incld2$36,311InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$286,137OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$322,448ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,089,368TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN FBO 286,137.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LOUIS A PICANI
UNION TRUSTEE$0$252,670$0$0$0$59,244$0$83,226$0$2,180$0$397,320$0$0
JOSEPH SANSONE
UNION TRUSTEE$0$203,866$0$0$0$39,438$0$68,508$0$11,232$0$323,044$0$0
DOMINICK CASSANELLI JR
UNION TRUSTEE$0$183,708$0$0$0$36,056$0$63,334$0$11,232$0$294,330$0$0
ROGER TARANTO
UNION TRUSTEE$0$158,424$0$0$0$29,537$0$55,159$0$11,232$0$254,352$0$0
BRENDA GALEA-RITCH
FUND ADMINISTRATOR$0$136,000$0$2,615$0$6,118$0$24,210$0$9,828$0$178,771$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WAS SENT TO THE BOARD FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY AT THE BOARD OF TRUSTEE MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 - PART VII - COMPENSATION EXPLANATIONLOUIS A. PICANI IS A UNION TRUSTEE TO THE ORGANIZATION AND PRESIDENT OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39 HOURS AND 1 HOUR TO THE ORGANIZATION. DOMINICK CASSANELLI JR. IS A UNION TRUSTEE TO THE ORGANIZATION AND VICE PRESIDENT OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39 HOURS AND 1 HOUR TO THE ORGANIZATION. JOSEPH SANSONE IS A UNION TRUSTEE TO THE ORGANIZATION AND SECRETARY/TREASURER OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39 HOURS AND 1 HOUR TO THE ORGANIZATION. ROGER TARANTO IS A UNION TRUSTEE TO THE ORGANIZATION AND RECORDING SECRETARY OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39 HOURS AND 1 HOUR TO THE ORGANIZATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
INTERNATIONAL BROTHERHOOD OF TEAMSTERS
160 SOUTH CENTRAL AVENUEELMSFORDNY10523131739753REPRESENTATION OF MEMBERSNY501(C)(5)N/A0
WESTCHESTER MUNICIPAL EMPLOYEES WELFARE
160 SOUTH CENTRAL AVENUEELMSFORDNY10523136804536WELFARE BENEFITS TO PARTICIPANTSNY501(C)(9)N/A0
WESTCHESTER TEAMSTERS PENSION FUND
160 SOUTH CENTRAL AVENUEELMSFORDNY10523136123973TO PROVIDE PENSION BENEFITS TO PARTICIPANTSNY401(A)N/A0
TEAMSTERS LOCAL 456 ED & TRAINING FUND
160 SOUTH CENTRAL AVENUEELMSFORDNY10523133127233TO PROVIDE ED. & TRAIN. CLASSES TO PARTICIPANTS IN THE FUNDNY501(C)(3)N/A0PF
TEAMSTERS LOCAL 456 LEGAL SERVICES BEN
160 SOUTH CENTRAL AVENUEELMSFORDNY10523133133262TO PROVIDE LEGAL BENEFITSNY501(C)(9)N/A0
TEAMSTERS LOCAL 456 PAC FUND
160 SOUTH CENTRAL AVENUEELMSFORDNY10523134135385POLITICAL ORG. WHO REPRESENT UNION LABORNY527N/A0
WESTCHESTER TEAMSTERS ANNUITY FUND
160 SOUTH CENTRAL AVENUEELMSFORDNY10523136889226TO PROVIDE ANNUITY BENEFITS TO MEMBERSNY401(A)N/A0
LOCAL 456-CIC-BCA LABOR MANAGEMENT
160 SOUTH CENTRAL AVENUEELMSFORDNY10523453262099IMPROVE COMM. BETWEEN UNION & EMPLOYERSNY501(C)(5)N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (186 entries)

5050
ACP TRUCKING LLC
ACI MANAGEMENT CORP
AIM CARRIERS LLC
AIRGAS USA LLC
AJD CONSTRUCTION SERVICES CORP
ALL CTY MOBILE CONCR SPECIAL
ALL-WELD PRODUCTS CORP
ALMEIDA FUEL OIL
ALPINE TRUCKING LLC
ALTAR ENTERPRISES
AMA MARINELLI CONSTR INC
AMEC COMMERCIAL
AMERICAN TREE & LANDSCAPING
AMX CONTRACTING CORP
ARBEN GROUP LLC BUILDING
ASHBY FUEL OIL CORP
ATLANTIC MOBILE CONCRETE
AVANTI BUILDING CONST CORP
BAY CRANE SERVICE OF NY
BEDFORD STONE & MASONRY CORP
BEN CICCONE INC
BERARDI STONE SETTING INC
BILOTTA CONSTR CORP
BJY MATERIALS INC
BLACKRIDGE CONSTRUCTION LLC
BRADHURST SITE CONST CO
BREHM OTTO INC
BREWSTER TRANSIT MIX-CONCRETE
BURKE FUEL & HEATING
BYRAM CONCRETE & SUPPLY LLC
CK INDUSTRIES CORP
CAPITAL CONTAINER SERVICE CORP
CELTIC SHEETMETAL
CERTAIN TEED GYPSUMCONTINENTAL BLDG PROD LLC
CHAPPAQUA TRANSPORTATION
CHRIS MARTINEZ EXCAVATING
CJP CONSTRUCTION OF DUTCHESS
CLEAN AIR QUALITY SERVICE INC
CNB CONTRACTING CORP
COASTAL TILE & MARBLE INC
CONDOMITTI TRANS INC
CON-TECH CONSTTECH INC
COPPOLA PAVING & LANDSCORP
CRANESVILLE BLOCK CO
CROSS COUNTY SHOPPING CTR
D & J CONCRETE CORP
DANELLA CONST OF NY INC
DYKES LUMBER CO
ECCO III ENTERPRISES INC
EDNA TRUCKING INC
EE CRUZ & COMPANY INC
E-J ENERGY
ELDERLEE INC
ELITE FLOORING LLC
ELLAS OIL CO INC
ELQ INDUSTRIES INC
EMPIRE GYPSUM PROD & SUPPLY
EMPIRE STATE TRUCKING INC
FMG SITE DELEVOPMENT CORP
FTK TRUCKING LLC
GER INDUSTRIES INC
GIANFIA CORP
GRANITE WORKS INC
GREENS FARMS TRUCKING
HALMAR INTERNATIONAL LLC
HALSTEAD PROPANEAPPRENTICE
HARRISON&BURROWES BRIDGE CONST
HIGHWAY SAFETY PROTECTION CORP
HOME MASON SUPPLY
HULL CONST & RESTORATION
IMPERIAL ASPHALT&AGGRDIST INC
INTERSTATELAKELAND LUMBER (S)
J D'ANNUNZIO & SONS INC
JAS LANDSCAPING CORP
JAXX PUFF CONST
JECI CORP
JFJ FUELVALLEY OIL
JFY HAULING INC
JOHN P NOTO TRUCKING INC
JOKEN DEVELOPMENT CORP
JT CLEARY INC
JUDLAU-TC ELECTRIC JV
K&D AGGREGATES INC
K&D INDUSTRIES OF NY LLC
KANE CONTRACTING INC
KENT PLUMBING SUPPLY
KEVIN'S TRUCKING & TRANS CORP
KING LUMBER & PLYWOOD
KORZ TRUCKING LLC
KOSKI TRUCKING DBA AFFORDABLE
LANDI PETER J INC
LAURA LI INDUSTRIES LLC
LEGGIO MAINTENANCE-SPEC
LISBETH AGGREGATES INC
LM SESSLER EXCAV & WRECKING
LMD HAULING LLC
M & P TRANSPORT
M CHIULLI INDUSTRIES
M VELARDO ENTERPRISE INC
M FALANGA TRUCKING LLC
MPCC CORP
MADDALUNA TRUCKING
MARK & SON METAL PROD
MAT ENTERPRISES OF NY INC
MCCAREY LANDSCAPING
MCGEE'S TRUCKING LLC
MECT INC
MEK CONSTRUCTION INC
MELROSE LUMBER CO INC
MENACE INC
MID-HUDSON TRUCKING INC
MJB ENTERPRISES LLC
MOHEGAN ASSOC INC
MONTESANO BROTHERS INC
MORANO BROTHERS CORP
MY WAY EQUITIES CORP
N DAIN'S & SON'S
NAUGHTON ENERGY CORP
NEW CASTLE BUILDING PRODUCTS
NICKY DIGGS EXCAVATION
NORTH MILLS INDUSTRIES LLC
OLORI CRANE SERVICE
OUCH INDUSTRIES INC
PAB CONTRACTING CORP
PAGANELLI CONSTRUCTION CORP
PALADINO CONCRETE CREATIONS
PALEEN CONSTRUCTION CORP
PALUMBO BLOCK CO
PAT CORSETTI INC
PCI INDUSTRIES CORP
PECKHAM MATERIALS
PEDUTO CONSTRUCTION CORP
PETILLO LLC
PETRILLO CONTRACTING INC
PHANTOM CARTING
PINHEAD LEASING CORP
PRIME PETROLEUM SERVICES
PRO ASPHALT LLC
PRO-BUILD
PUTNAM MATERIALS CORP
R PUGNI & SON'S INC
REGIONAL TRUCKING INC
RESTANI CONSTRUCTION CORP
RIGGS DISTLER & CO INC
ROLLIN ROCKS CORP-WC
ROSE CONTR OF WESTCHESTER INC
RVS TRUCKING INC
RYAN OIL
SYGU TRUCKING LLC
SALTARELLI INDUSTIRIES INC
SAVIANO CONTR EQUITIES INC
SHAWN'S LAWNS INC
SHEAR HILL EQUIPMENT INC
SINGER HOLDING CORP
SITE WORKS INC
SOMERS SANITATION
SRMSMYRNA CONCRETE
SSB INDUSTRIES LLC
STATE CONTRACTING CORP
STEP-MAR CONTRACTING
STEVE GIORDANO BUILDERS INC
TNT CONTRACTING
TEAMSTERS 456 FUND OFFICE
TEAMSTERS LOCAL 456
TOMPKINS TRANSPORT LLC
TOWN & COUNTRY OIL CORP
TRANSIT CONSTRUCTION CORP
TRIPLE B MAINTENANCE
TRI-STAR BUILDING CORP
TRIUMPH CONSTRUCTION CORP
TRYUS X INC
UNITED IRON WORKS
VS CONSTCORP
VERDE ELECTRIC CORPORATION
VERNON HILLS CONTR CORP
VILLA CONSTRUCTION INC
W D EXCAVATING & CONTRINC
WESTCHESTER HILLS LANDSCAPING
WESTCHESTER METAL WORKS INC
WESTCHESTER OIL TERMINAL
WHALEN EXPRESS LLC
WILD WOMAN EARTHWORKS COMPANY INC
YABOO FENCE CO
YONKERS CONTR CO INC
ZERO BELOW TRUCKING CORP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd