2024-05-15T14:20:49-05:00 2023-06-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2022-07-01 137091101 BOCES TEACHER ASSOCIATION BENEFIT TRUST BOCE 9149976591 PO BOX 276 RYE NY 10580 MELISSA BARRETO CHAIRPERSON 9149976591 2024-05-13 1 MELISSA BARRETO 999009999 0 MATT SIMON P01306208 2126955003 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELISSA BARRETO PO BOX 276 RYE NY 10580 384227 0 X WWW.BOCESTA.NET X 1996 NY THE FUND PROVIDES DENTAL, LIFE, LEGAL SERVICES AND DISABILITY BENEFITS TO ACTIVE PARTICIPANTS. 4 0 0 0 0 0 0 0 429224 375521 38880 8706 0 0 468104 384227 0 0 244997 288833 12200 12200 0 0 0 31477 34023 288674 335056 179430 49171 925155 944730 33439 1121 891716 943609 THE FUND PROVIDES DENTAL, LIFE, LEGAL SERVICES, AND DISABILITY BENEFITS TO COVERED EMPLOYEES. 0 0 TO PROVIDE DENTAL, LIFE, LEGAL SERVICES, AND DISABILITY BENEFITS TO PARTICIPANTS OF THE FUND. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X MELISSA BARRETO 9149976591 PO BOX 276 RYE NY 10580 MELISSA BARRETO CHAIRPERSON 2.00 40.00 X 6500 2446 0 SUSAN CARFORO TRUSTEE 1.00 X 2750 0 0 STACEY DIPAOLA TREASURER/TRUSTEE 1.00 5.00 X 2750 6440 0 EILEEN MCGARVEY TRUSTEE 1.00 40.00 X 0 19566 0 12000 28452 0 0 0 0 0 0 CONTRIBUTIONS- EMPLOYE 900099 368900 368900 CONTRIBUTIONS- PARTICI 900099 6621 6621 375521 8706 8706 384227 375521 0 8706 288833 12200 13000 2698 16084 898 293 1050 335056 765548 801017 159607 143713 925155 944730 7895 1121 25544 0 33439 1121 X 0 0 0 0 891716 943609 891716 943609 925155 944730 49171 2722 0 X X 0 1 X 1 0 0 X 384251 2722 2722 381529 2698 2698 384227 332358 0 332358 2698 2698 335056 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 6 THE FUND HAS PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT AUDITOR AND IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR EXAMINATION AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. BOCES TEACHERS ASSOCIATION 2ND DISTRICT PO BOX 276 RYE NY 10580 237365746 REPRESENT MEMBERS NY 501(C)(5) N/A N/A 1 BOARD OF EDUCATION OF THE BOCES SOUTHERN WESTCHESTER DISTRICT #2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0