2021-11-12T10:57:39-08:00 2020-12-31 112836481 Wagner & Zwerman LLP 201 Old Country Road Ste 202 Melville NY 11747 990 2020-01-01 136123972 WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND WEST 9145929330 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 LOUIS A PICANI UNION TRUSTEE 2021-11-12 true LOUIS A PICANI 999009999 ANDREW M ZWERMAN CPA P00641815 6317771000 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 17202158 false 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 62 0 0 17371444 16481752 211842 346992 93705 6000 17676991 16834744 0 14233435 15956738 213489 209582 0 0 920019 836243 15366943 17002563 2310048 -167819 11559872 11908335 36623 55077 11523249 11853258 TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, DENTAL, DEATH, OPTICAL AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. false false EMPLOYER CONTRIBUTIONS PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND false false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 6 0 false 62 false false false false false false false false false X 8 4 false false false false false false false true true false false true true true true true true true true false X ANDREW MACKLE 9145299330 160 S CENTRAL AVE ELMSFORD NY 10523 X LOUIS A PICANI UNION TRUSTEE 1.00 39.00 X 0 295106 101074 JOSEPH SANSONE UNION TRUSTEE 1.00 39.00 X 0 231746 92384 DOMINICK CASSANELLI JR UNION TRUSTEE 1.00 39.00 X 0 205424 84286 ROGER TARANTO UNION TRUSTEE 1.00 39.00 X 0 175188 74448 ANDREW MACKLE ADMINISTRATOR 6.00 34.00 0 157550 35562 ROSS PEPE EMPLYR TRUSTEE 1.00 2.00 X 0 0 0 SAUL SINGER EMPLYR TRUSTEE 1.00 2.00 X 0 0 0 JEFFREY ISAACS EMPLYR TRUSTEE 1.00 2.00 X 0 0 0 JOHN COONEY EMPLYR TRUSTEE 1.00 2.00 X 0 0 0 1065014 387754 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 900099 16481752 16481752 16481752 268762 268762 0 0 0 445644 367414 78230 78230 78230 0 0 0 OTHER INCOME 900099 6000 6000 6000 16834744 16834744 0 0 0 15956738 49501 0 100535 31841 17656 10049 0 222176 81413 0 0 30567 356012 0 29457 447 0 88322 0 0 156 0 0 575 5607 POSTAGE AND PRINTING 9958 TELEPHONE 6920 EQUIPMENT RENTAL AND MAINTENAN 4633 0 17002563 0 0 0 2324988 1977284 211907 310666 0 0 0 0 0 0 0 435241 433135 2681 2106 7311812 9024231 0 0 0 1708484 594048 11559872 11908335 10449 7374 26174 47703 36623 55077 X 11523249 11853258 11523249 11853258 11559872 11908335 -167819 497828 X X false true X true false 435241 433135 2106 2106 BENEFITS PAYABLE 47703 47703 X 17302005 497828 497828 16804177 30567 30567 16834744 16950467 16950467 30567 21529 52096 17002563 Part X : FIN48 Footnote The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2020 and 2019, 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. The Plan administrator believes that the Plan's returns for the years prior to the year ended December 31,2017 are no longer subject to examination based on the normal statutory periods subject to audit. Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN FBO $21529 X false false false ANDREW MACKLE ADMINISTRATOR 157179 371 25567 9995 193112 DOMINICK CASSANELLI JR UNION TRUSTEE 194517 10907 73037 11249 289710 JOSEPH SANSONE UNION TRUSTEE 219980 11766 81048 11336 324130 LOUIS A PICANI UNION TRUSTEE 263557 31549 98212 2862 396180 ROGER TARANTO UNION TRUSTEE 162097 13091 63286 11162 249636 Client Note 1 Client Note 1 - THE PLAN SHARES OFFICE SPACE, PERSONNEL AND ADMINISTRATIVE EXPENSES WITH THE WESTCHESTER TEAMSTERS PENSION, ANNUITY, LEGAL, EDUCATION AND TRAINING, MUNICIPAL WELFARE, AND JOINT LABOR MANAGEMENT FUNDS. THESE EXPENSES ARE PAID OUT OF A COMMON ADMINISTRATIVE CHECKING ACCOUNT CALLED THE WESTCHESTER TEAMSTERS ALLIED ACCOUNT AND ARE ALLOCATED TO THE FUNDS BASED UPON PERCENTAGES APPROVED BY THE BOARD OF TRUSTEES. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. INTERNATIONAL BROTHERHOOD OF TEAMSTERS 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 131739753 REPRESENTATION OF MEMBERS NY 501(C)(5) N/A false WESTCHESTER MUNICIPAL EMPLOYEES WELFARE 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136804536 WELFARE BENEFITS TO PARTICIPANTS NY 501(C)(9) N/A false WESTCHESTER TEAMSTERS PENSION FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136123973 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS NY 401(A) N/A false 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)(5) N/A false TEAMSTERS LOCAL 456 LEGAL SERVICES BEN 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 133133262 TO PROVIDE LEGAL BENEFITS NY 501(C)(9) N/A false TEAMSTERS LOCAL 456 PAC FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 134135385 POLITICAL ORG. WHO REPRESENT UNION LABOR NY 527 N/A false WESTCHESTER TEAMSTERS ANNUITY FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136889226 TO PROVIDE ANNUITY BENEFITS TO MEMBERS NY 401(A) N/A false LOCAL 456-CIC-BCA LABOR MANAGEMENT 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 453262099 IMPROVE COMM. BETWEEN UNION & EMPLOYERS NY 501(C)(5) N/A false SEE ATTACHED SCHEDULE 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 NY N/A false false false false false false false false false false false true false false true true true true false false Schedule R- Part IV SEE ATTACHED LIST OF RELATED ORGANIZATIONS