WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND (EIN 13-6123972)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-10-27
IRS object ID: 201633019349300203
Schema version: 2015v2.0
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-10-27T05:32:30-07:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Wagner & Zwerman LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 Wireless Boulevard	AddressLine1Txt
City	Hauppauge	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136123972	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WESTCHESTER TEAMSTERS HEALTH	BusinessNameLine1Txt
Business Name Line2	& WELFARE FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	WEST	BusinessNameControlTxt
Phone	9145929330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	160 SOUTH CENTRAL AVENUE	AddressLine1Txt
City	ELMSFORD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10523	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LOUIS A PICANI	PersonNm
Person Title	UNION TRUSTEE	PersonTitleTxt
Signature	2016-10-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW M ZWERMAN CPA	PreparerPersonNm
PTIN	P00641815	PTIN
Phone	6317771000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	$15,016,382	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1948	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$11,099,642	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,334,085	CYProgramServiceRevenueAmt
PY Investment Income	$337,041	PYInvestmentIncomeAmt
CY Investment Income	$918,626	CYInvestmentIncomeAmt
PY Other Revenue	$86,340	PYOtherRevenueAmt
CY Other Revenue	$184,000	CYOtherRevenueAmt
PY Total Revenue	$11,523,023	PYTotalRevenueAmt
CY Total Revenue	$13,436,711	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$12,175,014	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$11,890,701	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$462,769	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$476,739	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$806,286	PYOtherExpensesAmt
CY Other Expenses	$1,972,853	CYOtherExpensesAmt
PY Total Expenses	$13,444,069	PYTotalExpensesAmt
CY Total Expenses	$14,340,293	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,921,046	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$903,582	CYRevenuesLessExpensesAmt
Total Assets BOY	$7,657,557	TotalAssetsBOYAmt
Total Assets EOY	$6,104,055	TotalAssetsEOYAmt
Total Liabilities BOY	$434,148	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$672,177	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,223,409	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$5,431,878	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	EMPLOYER CONTRIBUTIONS PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ANDREW MACKLE	PersonNm
Phone	9145299330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	160 S CENTRAL AVE	AddressLine1Txt
City	ELMSFORD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10523	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROSS PEPE
EMPLYR TRUSTEE	1.00	2.00	Yes (X)	$0	$0	$0
THOMAS GESUALDI
UNION TRUSTEE	0.00	1.00	Yes (X)	$0	$0	$0
SAUL SINGER
EMPLYR TRUSTEE	1.00	2.00	Yes (X)	$0	$0	$0
BERNADETTE KELLY
UNION TRUSTEE	0.00	40.00	Yes (X)	$0	$59,308	$0
LOUIS A PICANI
UNION TRUSTEE	1.00	23.50	Yes (X)	$0	$33,300	$273
ANDREW MACKLE
ADMINISTRATOR	6.00	34.00		$0	$135,810	$32,720	Yes (X)

Field	Value	IRS element (for citing)
Tot Reportable Comp Rltd Org	$228,418	TotReportableCompRltdOrgAmt
Total Other Compensation	$32,993	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
WAGNER & ZWERMAN LLP
450 WIRELESS BLVD	HAUPPAUGE	NY	11788	ACCOUNTANTS	$178,965
EMPIRE HEALTH CHOICE ASSURANCE INC
15 METRO TECH CENTER SO	BROOKLYN	NY	11201	CLAIMS PROCESSOR	$258,956
BARNES IACCARINO & SHEPHERD LLC
3 SURREY LANE	HEMPSTEAD	NY	11550	LEGAL	$108,660
CLARITY TESTING SERVICES
150 WHITE PLAINS ROAD SUITE 204	TARRYTOWN	NY	10591	CLAIMS PROCESSOR	$150,000
TRIVELLA & FORTE LLP
1311 MAMARONECK AVENUE	WHITE PLAINS	NY	10605	LEGAL	$109,975

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COBRA CONTRIBUTIONS	900099	$131,466	$131,466
EAP MUNI. CONTRIBUTION	900099	$21,474	$21,474
EMPLOYER CONTRIBUTIONS	900099	$12,175,312	$12,175,312
PARTICIPANT CONTRIBUTIONS	900099	$5,833	$5,833

Field	Value	IRS element (for citing)
Total Program Service Revenue	$12,334,085	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$139,707	TotalRevenueColumnAmt
Exclusion	$139,707	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,358,590	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,579,671	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$778,919	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$778,919	TotalRevenueColumnAmt
Exclusion	$778,919	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	SUBROGATION CLAIM	Desc
Business	900099	BusinessCd
Total Revenue Column	$184,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$184,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$184,000	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,436,711	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,518,085	RelatedOrExemptFuncIncomeAmt
Exclusion	$918,626	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$11,890,701	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$357,367	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$50,040	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$40,278	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$29,054	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$218,635	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$178,965	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,250	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$852,782	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$63,793	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,467	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$133,876	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,187	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,130	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,071	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
ACA REINSURANCE FEE	$239,047
STOP LOSS INSURANCE	$226,247
Postage and Shipping	$24,474
EQUIPMENT RENTAL AND MAINTENAN	$11,632

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,297	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,340,293	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$631,497	BOYAmt
EOY	$318,066	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,548	BOYAmt
EOY	$6,585	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$432,368	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$427,933	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,565	BOYAmt
EOY	$4,435	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,230,318	BOYAmt
EOY	$3,079,519	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,656,160	BOYAmt
EOY	$2,250,449	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$112,469	BOYAmt
EOY	$445,001	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,657,557	BOYAmt
EOY	$6,104,055	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$102,628	BOYAmt
EOY	$240,116	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$331,520	BOYAmt
EOY	$432,061	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$434,148	BOYAmt
EOY	$672,177	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$7,223,409	BOYAmt
EOY	$5,431,878	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,223,409	BOYAmt
EOY	$5,431,878	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,657,557	BOYAmt
EOY	$6,104,055	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$903,582	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$887,949	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$432,368	OtherCostOrOtherBasisAmt
Depreciation	$427,933	DepreciationAmt
Book Value	$4,435	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,435	TotalBookValueLandBuildingsAmt
Total Book Value Securities	$2,250,449	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM ADMINISTRATIVE	Desc
Book Value	$445,001	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$445,001	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	BENEFITS PAYABLE	Desc
Amt	$432,061	Amt

Field	Value	IRS element (for citing)
Total Liability	$432,061	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$12,544,512	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$887,949	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$887,949	RevenueNotReportedAmt
Revenue Subtotal	$13,432,461	RevenueSubtotalAmt
Investment Expenses Not Incld	$4,250	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$4,250	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,436,711	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$14,440,834	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$100,541	OtherExpensesIncludedAmt
Expenses Not Reported	$100,541	ExpensesNotReportedAmt
Expenses Subtotal	$14,340,293	ExpensesSubtotalAmt
Total Expenses Per Form990	$14,340,293	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part X : FIN48 Footnote

The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2015 and 2014, 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 31,2012 are no longer subject to examination based on the normal statutory periods subject to audit.

Part XII, Line 2d: Other expenses and losses per audited F/S

CHANGE IN FBO $100541

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANDREW MACKLE	PersonNm
Title	ADMINISTRATOR	TitleTxt
Compensation Based On Rltd Orgs	$135,810	CompensationBasedOnRltdOrgsAmt
Deferred Comp Rltd Orgs	$23,201	DeferredCompRltdOrgsAmt
Nontaxable Benefits Rltd Orgs	$9,519	NontaxableBenefitsRltdOrgsAmt
Total Compensation Rltd Orgs	$168,530	TotalCompensationRltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 6: Explanation of Classes of Members or Shareholder	EMPLOYER CONTRIBUTIONS ARE MADE TO THE FUND ON BEHALF OF PARTICIPATING MEMBERS.
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 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	UPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
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 ORGAN. WHO REPRESENT UNION LAB	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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	160 SOUTH CENTRAL AVENUE	AddressLine1Txt
City	ELMSFORD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10523	ZIPCd

Field	Value	IRS element (for citing)
Legal Domicile State	NY	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R- Part IV	FormAndLineReferenceDesc
Explanation	SEE ATTACHED LIST OF RELATED ORGANIZATIONS	ExplanationTxt