2025-11-14T07:21:40-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 7900 WESTPARK DR SUITE A220 MCLEAN VA 22102 990 2024-01-01 136804536 WESTCHESTER TEAMSTERS MUNICIPAL EMPLOYEES WELFARE FUND WEST 9145929330 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 LOUIS A PICANI UNION TRUSTEE 9145929330 2025-10-27 1 1 ALLISON PARSONS P01519444 7032814880 2025-10-27 2024 2025-03-06 01:10:19Z LOUIS A PICANI 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 14515698 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 1977434 1989864 818539 -77760 0 0 2795973 1912104 0 0 1950199 3084655 84817 98995 0 0 0 312780 352157 2347796 3535807 448177 -1623703 26905012 29733933 2102484 3229813 24802528 26504120 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 39 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 AVENUE ELMSFORD NY 10523 X LOUIS A PICANI UNION TRUSTEE 1.00 39.00 X 0 316969 92319 JOSEPH SANSONE UNION TRUSTEE 1.00 39.00 X 0 266787 101797 DOMINICK CASSANELLI JR UNION TRUSTEE 1.00 39.00 X 0 232765 94838 ROGER TARANTO UNION TRUTEE 1.00 39.00 X 0 219258 89940 JOSEPH MARTIMUCCI TRUSTEE (YONKERS) 1.00 0.00 X 0 0 0 JAMES MCGRATH TRUSTEE (PEEKSKILL BLUE) 1.00 1.00 X 0 4200 0 ROBERT RICHARDSON TRUSTEE (MOUNT VERNON) 1.00 1.00 X 0 4200 0 GIUSEPPE SINDONA TRUSTEE (YONKERS) 1.00 0.00 X 0 0 0 BRENDA GALEA-RITCH ADMINISTRATOR 6.00 34.00 X 0 146815 48464 0 1190994 427358 5 0 1 0 MERRILL LYNCH 26 CENTURY HILL DRIVE LATHAM NY 12110 INVESTMENT CUSTODIAN/MANAGER 130877 1 CONTRIBUTIONS 900099 1989864 1989864 1989864 870355 870355 11655479 12603594 -948115 -948115 -948115 1912104 1989864 0 -77760 3084655 63193 15072 15532 5198 37156 44052 130877 52871 30140 17279 32501 223 7058 3535807 301192 9014 602767 639776 52504 52504 223 0 25946185 29056906 54645 28237 26905012 29733933 9440 2093044 3229813 2102484 3229813 X 0 0 0 0 24802528 26504120 24802528 26504120 26905012 29733933 -1623703 3325295 0 X 0 1 X 1 0 38547 38547 0 13957 13957 0 0 SEVERANCE BENEFITS PAYABLE 2983050 BENEFITS PAYABLE 246763 3229813 X 5106522 3325295 3325295 1781227 130877 130877 1912104 2266876 0 2266876 130877 1138054 1268931 3535807 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, 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 1,138,054. X 0 0 0 LOUIS A PICANI UNION TRUSTEE 0 261258 0 0 0 55711 0 89610 0 2709 0 409288 0 0 JOSEPH SANSONE UNION TRUSTEE 0 203169 0 0 0 63618 0 76763 0 25034 0 368584 0 0 DOMINICK CASSANELLI JR UNION TRUSTEE 0 189305 0 0 0 43460 0 69705 0 25133 0 327603 0 0 ROGER TARANTO UNION TRUTEE 0 168641 0 0 0 50617 0 64807 0 25133 0 309198 0 0 BRENDA GALEA-RITCH ADMINISTRATOR 0 140500 0 2709 0 3606 0 25955 0 22509 0 195279 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 EDUCATION & TRAINING FUND 160 SOUTH CENTRAL AVENUE ELMSFORD NY 10523 133217233 TO PROVIDE EDUCATION & TRAINING CLASSES NY 501(C)(3) PF N/A 0 TEAMSTERS LOCAL 456 LEGAL SERVICES BENEFIT FUND 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 ORGANIZATIONS & INDIVIDUALS WHO REPRESENT 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 COMMUNICATION 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