2023-11-15T16:27:23-06:00 2022-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2022-01-01 136804536 WESTCHESTER TEAMSTERS MUNICIPAL EMPLOYEES WELFARE FUND WEST 9145929330 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 LOUIS A PICANI UNION TRUSTEE 9145929330 2023-11-14 1 LOUIS PICANI 999009999 0 JOHN ANTINORE P10557695 5163643390 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LOUIS A PICANI 160 S CENTRAL AVENUE ELMSFORD NY 10523 12606006 0 X N/A X 1981 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 8 4 0 0 0 0 0 0 1870053 1920739 1882349 2065096 0 0 3752402 3985835 0 0 1593923 1403134 93386 92737 0 0 0 314528 315435 2001837 1811306 1750565 2174529 28573775 24228083 2512389 2172358 26061386 22055725 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 0 0 CONTRIBUTIONS BY MUNICIPALITIES PROVIDE HEALTH AND WELFARE BENEFITS FOR THEIR EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS. 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 30 0 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 S CENTRAL AVE ELMSFORD NY 10523 X GIUSEPPE SINDONA YONKERS TRUSTEE 1.00 X 0 0 0 JOSEPH MARTIMUCCI YONKERS TRUSTEE 1.00 X 0 0 0 JAMES MCGRATH PEEKSKILL BLUE TRUSTEE 1.00 1.00 X 0 4200 0 LOUIS A PICANI UNION TRUSTEE 1.00 39.00 X 0 295887 85420 DOMINICK CASSANELLI JR UNION TRUSTEE 1.00 39.00 X 0 209998 74909 JOSEPH SANSONE UNION TRUSTEE 1.00 39.00 X 0 233333 80723 ROGER TARANTO UNION TRUTEE 1.00 39.00 X 0 178464 66499 ROBERT RICHARDSON MOUNT VERNON TRUSTEE 1.00 X 0 0 0 BRENDA GALEA-RITCH FUND ADMINISTRATOR 6.00 34.00 X 0 124284 31165 0 1046166 338716 0 0 1 0 MERRILL LYNCH 26 CENTURY HILL DRIVE LATHAM NY 12110 INVESTMENT CUSTODIAN/MANAGER 129001 1 CONTRIBUTIONS 900099 1920739 1920739 1920739 589664 589664 10095603 8620171 1475432 1475432 1475432 3985835 3985835 0 0 1403134 65359 10806 11135 5437 23948 33842 129001 51851 21200 15632 32501 336 7124 1811306 719144 574472 52504 51945 895 559 27822229 23571674 31507 81378 28573775 24228083 14847 2512389 2157511 2512389 2172358 X 0 0 0 0 26061386 22055725 26061386 22055725 28573775 24228083 2174529 -6180190 0 X 0 1 X 1 0 38547 37988 559 13957 13957 0 559 SEVERANCE BENEFITS PAYABLE 1946550 BENEFITS PAYABLE 210961 2157511 X -2323356 -6180190 -6180190 3856834 129001 129001 3985835 2020397 0 2020397 129001 -338092 -209091 1811306 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, 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 -338,092. X 0 0 0 LOUIS A PICANI UNION TRUSTEE 0 242741 0 0 0 53146 0 83248 0 2172 0 381307 0 0 JOSEPH SANSONE UNION TRUSTEE 0 197042 0 0 0 36291 0 69491 0 11232 0 314056 0 0 DOMINICK CASSANELLI JR UNION TRUSTEE 0 174148 0 0 0 35850 0 63677 0 11232 0 284907 0 0 ROGER TARANTO UNION TRUTEE 0 148722 0 0 0 29742 0 55267 0 11232 0 244963 0 0 BRENDA GALEA-RITCH FUND ADMINISTRATOR 0 108084 0 7918 0 8282 0 21337 0 9828 0 155449 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - 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, SECTION B, LINE 12C ANNUALLY AT THE BOARD OF TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES 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 TEAMSTER HEALTH WELFARE FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 136123972 TO PROVIDE WELFARE BENEFITS 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 & TRAIN FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 133217233 TO PROVIDE ED. & TRAIN. CLASSES 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 TO SUPPORT POLITICAL ORGAN. & INDIV. WHO REPESENT UNION 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 MANAGMENT 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 453262099 IMPROVE COMMUN BETWEEN UNION & EMPLOYERS NY 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0