2012-10-25T09:20:02-07:00 2011-12-31 Wagner & Zwerman LLP 450 Wireless Boulevard Hauppauge NY 11788 990 2011-01-01 136123972 WESTCHESTER TEAMSTERS HEALTH & WELFARE FUND WEST 9145929330 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 ROSS PEPE 2012-10-25 true ANDREW M ZWERMAN CPA 6317771000 2011 2016-02-24 21:20:13Z 42407896 false false X N/A X 1948 NY TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, AND DISABILITY BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 8 5 146 0 0 12208499 12162406 550704 576548 0 12759203 12738954 0 11931769 12748915 443495 419246 0 0 856455 883754 13231719 14051915 -472516 -1312961 11354112 10195469 458356 592472 10895756 9602997 TO PROVIDE HEALTH AND WELFARE, SUPPLEMENTAL UNEMPLOYMENT, 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 false true true 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 false false false false false true false false false false true 4 0 true 146 true false false false false false false false false false false false false false false false X 8 5 false false false false true false false true true false false false true true true true true true true true false false X FUND ADMINISTRATOR 9145299330 160 S CENTRAL AVE ELMSFORD NY 10523 JAMES REILLY 1.00 X 0 0 0 LOUIS A PICANI 1.00 X 0 62644 6150 SYD GOLDSTEIN 1.00 X 0 145635 36049 EDWARD DOYLE JR 1.00 X 0 171160 38601 SAUL SINGER 1.00 X 0 0 0 LOUIS NAPPI 1.00 X 0 0 0 ROSS PEPE 1.00 X 0 0 0 CARL PETRILLO 1.00 X 0 0 0 379439 80800 0 false true false WAGNER & ZWERMAN LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANTS 172798 SEGAL COMPANY 333 W 33TH STREET NEW YORK NY 10001 ACTUARIAL 107738 BARNES IACCARINO & SHEPHERD LLC 3 SURREY LANE HEMPSTEAD NY 11550 LEGAL 169068 3 0 PARTICIPANT CONTRIBUTIONS 900099 62562 62562 EMPLOYER CONTRIBUTIONS 900099 11870443 11870443 EAP MUNI. CONTRIBUTION 900099 30624 30624 COBRA CONTRIBUTIONS 900099 198777 198777 12162406 309188 309188 0 0 0 29936302 29668942 267360 267360 267360 0 0 0 0 12738954 12162406 576548 0 0 0 12748915 0 0 295792 43545 53222 26687 0 169068 172798 0 0 25663 214376 0 73909 4173 0 144079 0 0 1028 0 0 19794 6221 TELEPHONE 6285 Printing and Publications 1032 Postage and Shipping 27687 EQUIPMENT RENTAL AND MAINTENAN 13058 DUES AND SUBSCRIPTIONS 4583 0 14051915 0 0 0 567051 564845 278359 143747 0 0 0 0 0 0 0 426737 415821 28176 10916 6488363 5501279 3672281 3747989 0 0 319882 226693 11354112 10195469 128194 235197 330162 357275 458356 592472 X 10895756 9602997 10895756 9602997 11354112 10195469 X -1312961 20202 X X false true true X false false 426737 415821 10916 10916 3747989 BENEFITS PAYABLE 357275 357275 12738954 14051915 -1312961 47315 47315 -1265646 12760606 47315 47315 12713291 25663 25663 12738954 14026252 14026252 25663 25663 14051915 Part X Part X : FIN48 Footnote The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2011 and 2010, 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 2008 are no longer subject to examination based on the normal statutory period for audits. Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN FBO $ -27113 X false false false SYD GOLDSTEIN 145635 25233 10816 181684 EDWARD DOYLE JR 171160 27785 10816 209761 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15b 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 12c 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 11 Form 990, Part VI, Line 11: Form 990 Review Process FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. Form 990, Part VI, Line 6 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. Client Note 1 - THE PLAN SHARES OFFICE SPACE, PERSONNEL AND ADMINISTRATIVE EXPENSES WITH THE WESTCHESTER TEAMSTERS PENSION, ANNUITY, LEGAL, EDUCATION AND TRAINING, AND MUNICIPAL WELFARE 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. WESTCHESTER TEAMSTERS ANNUITY FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136889226 TO PROVIDE ANNUITY BENEFITS TO MEMBERS NY 401(A) N/A false TEAMSTERS LOCAL 456 PAC FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 134135385 TO SUPPORT POLITICAL ORGAN. & INDIV. WHO REPRESENT UNION LAB NY 527 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 ED & TRAIN 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 WESTCHESTER TEAMSTERS PENSION FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136123973 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS NY 401(A) 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 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 131739753 REPRESENTATION OF MEMBERS NY 501(C)(5) N/A false false false false false false false false false false true false false false true true false false false