2024-11-06T14:34:55-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 7900 WESTPARK DR SUITE A220 MCLEAN VA 22102 990 2023-01-01 136123972 WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND WEST 9145929330 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 LOUIS A PICANI UNION TRUSTEE 9145929330 2024-10-30 1 1 ALLISON PARSONS P01519444 7032814880 2024-10-30 2023 2024-10-15 13:58:12Z LOUIS A PICANI 160 S CENTRAL AVE ELMSFORD NY 10523 21772841 0 X N/A X 1948 NY TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, DENTAL, DEATH, OPTICAL AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 8 4 0 0 0 0 0 0 20840218 21043364 233963 491640 1121 1312 21075302 21536316 0 0 17658771 22712124 216689 198182 0 0 0 1429641 2179062 19305101 25089368 1770201 -3553052 14610313 12000372 989759 1275629 13620554 10724743 TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, DENTAL, DEATH, OPTICAL AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 EMPLOYER CONTRIBUTIONS PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRENDA RITCH AND JEANNIE SALCEDO 9145929330 160 SOUTH CENTRAL AVE ELMSFORD NY 10523 X ROSS PEPE EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 JEFFREY ISAACS EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 LOUIS A PICANI UNION TRUSTEE 1.00 39.00 X 0 311914 85406 DOMINICK CASSANELLI JR UNION TRUSTEE 1.00 39.00 X 0 219764 74566 JOSEPH SANSONE UNION TRUSTEE 1.00 39.00 X 0 243304 79740 ROGER TARANTO UNION TRUSTEE 1.00 39.00 X 0 187961 66391 JOHN COONEY EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 SIMONE ALMEIDA EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 BRENDA GALEA-RITCH FUND ADMINISTRATOR 6.00 34.00 X 0 144733 34038 0 1107676 340141 0 0 1 0 BLITMAN & KING LLP 443 N FRANKLIN STREET SUITE 300 SYRACUSE NY 13204 LEGAL 159247 PARK AVENUE MEDICAL 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 MEDICAL CONSULTANT 137547 2 EMPLOYER CONTRIBUTIONS 900099 21043364 21043364 21043364 337251 337251 390914 236525 154389 154389 154389 OTHER INCOME 900099 1312 1312 1312 21536316 21536316 0 0 22712124 139948 22982 23682 11570 159247 71319 36311 887015 54554 772 88319 1012 575 879938 25089368 5350714 176769 271974 310986 1481545 435241 434860 956 381 8620786 9694340 365883 336351 14610313 12000372 25703 25436 964056 1250193 989759 1275629 X 0 0 0 0 0 0 13620554 10724743 14610313 12000372 -3553052 657241 0 X 0 1 X 1 0 435241 434860 381 381 BENEFITS PAYABLE 1250193 1250193 X 22157246 657241 657241 21500005 36311 36311 21536316 24766920 0 24766920 36311 286137 322448 25089368 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. X 0 0 0 LOUIS A PICANI UNION TRUSTEE 0 252670 0 0 0 59244 0 83226 0 2180 0 397320 0 0 JOSEPH SANSONE UNION TRUSTEE 0 203866 0 0 0 39438 0 68508 0 11232 0 323044 0 0 DOMINICK CASSANELLI JR UNION TRUSTEE 0 183708 0 0 0 36056 0 63334 0 11232 0 294330 0 0 ROGER TARANTO UNION TRUSTEE 0 158424 0 0 0 29537 0 55159 0 11232 0 254352 0 0 BRENDA GALEA-RITCH FUND ADMINISTRATOR 0 136000 0 2615 0 6118 0 24210 0 9828 0 178771 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 - PART VII - COMPENSATION EXPLANATION LOUIS 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. INTERNATIONAL BROTHERHOOD OF TEAMSTERS 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 131739753 REPRESENTATION OF MEMBERS NY 501(C)(5) N/A 0 WESTCHESTER MUNICIPAL EMPLOYEES WELFARE 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136804536 WELFARE BENEFITS TO PARTICIPANTS NY 501(C)(9) N/A 0 WESTCHESTER TEAMSTERS PENSION FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136123973 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS NY 401(A) N/A 0 TEAMSTERS LOCAL 456 ED & TRAINING FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 133127233 TO PROVIDE ED. & TRAIN. CLASSES TO PARTICIPANTS IN THE FUND NY 501(C)(3) PF N/A 0 TEAMSTERS LOCAL 456 LEGAL SERVICES BEN 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 133133262 TO PROVIDE LEGAL BENEFITS NY 501(C)(9) N/A 0 TEAMSTERS LOCAL 456 PAC FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 134135385 POLITICAL ORG. WHO REPRESENT UNION LABOR NY 527 N/A 0 WESTCHESTER TEAMSTERS ANNUITY FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136889226 TO PROVIDE ANNUITY BENEFITS TO MEMBERS NY 401(A) N/A 0 LOCAL 456-CIC-BCA LABOR MANAGEMENT 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 453262099 IMPROVE COMM. 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