2024-10-14T15:09:45-05:00 2023-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2023-01-01 136601635 TWU - WESTCHESTER PRIVATE BUS LINES HEALTH BENEFIT TRUST TWU- 9732284200 425 EAGLE ROCK AVENUE 105 ROSELAND NJ 07068 GERARD BERNACCHIA TRUSTEE 9732284200 2024-10-12 1 1 ALAN D ROSS CPA P00072435 6107799555 2023 2024-10-15 13:58:12Z GERARD BERNACCHIA 80 WEST END AVENUE NEW YORK NY 100236398 28150107 0 X N/A X 1973 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS. 6 0 0 0 0 0 0 0 26521940 27755595 64791 394512 0 0 26586731 28150107 0 0 22691260 24253025 0 0 0 0 0 304008 290775 22995268 24543800 3591463 3606307 19398333 23391515 7231 35466 19391102 23356049 TO PROVIDE HEALTH AND OTHER BENEFITS TO ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS. 0 0 24654219 THE PLAN PROVIDES HOSPITAL, MEDICAL, DENTAL, PRESCRIPTION DRUG, OPTICAL, AND SUBSTANCE ABUSE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PLAN ALSO PROVIDES MEDICARE PART B PREMIUM REIMBURSEMENT FOR PARTICIPANTS WHO RETIRE ON NORMAL, EARLY OR DISABILITY PENSION. 24654219 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FABIAN AND BYRN 9732284200 425 EAGLE ROCK AVENUE SUITE 105 ROSELAND NJ 07068 X JOSEPH MURPHY TRUSTEE 2.00 X 0 0 0 CARLOS BERNABEL TRUSTEE 2.00 X 0 0 0 MANUEL AGOSTO TRUSTEE 2.00 X 0 0 0 GERARD BERNACCHIA TRUSTEE 2.00 X 0 0 0 BRUCE BERNACCHIA TRUSTEE 2.00 X 0 0 0 THOMAS MONACO TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 23799383 23799383 EMPLOYEE CONTRIBUTION 525100 2132419 2132419 HEALTH INSURANCE REBATES 525100 1593092 1593092 MEDICARE PART D SUBSIDY 525100 230701 230701 27755595 394512 394512 28150107 27755595 0 394512 24253025 66847 66094 12750 39826 69600 10529 15095 PCORI FEES 6138 TRUSTEE EXPS 3896 24543800 10312537 3216065 3345852 4460302 12653 14508 5592291 15565640 135000 135000 19398333 23391515 7231 35466 7231 35466 X 0 0 0 0 19391102 23356049 19391102 23356049 19398333 23391515 3606307 358640 0 X X 0 1 X 0 0 0 X 28468921 358640 358640 28110281 39826 39826 28150107 24503974 0 24503974 39826 39826 24543800 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER,THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOSEPH MURPHY - 475 SAW MILL RIVER RD, YONKERS, NY 10701. CARLOS BERNABEL - 80 WEST END AVENUE, NEW YORK, NY 10023-6398. MANUEL AGOSTO - 80 WEST END AVENUE, NEW YORK, NY 10023-6398. GERARD BERNACCHIA - 475 SAW MILL RIVER RD, YONKERS, NY 10701. BRUCE BERNACCHIA - 475 SAW MILL RIVER RD, YONKERS, NY 10701. THOMAS MONACO - 80 WEST END AVENUE, NEW YORK, NY 10023-6398. FORM 990, PART XII, LINE 2B THE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS. TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST 425 EAGLE ROCK AVENUE SUITE 105 ROSELAND NJ 07068 136580055 COLLECTIVELY BARGAINED MULTIEMPLOYER PENSION TRUST NY 401(A) N/A 0 TRANSPORT WORKERS UNION LOCAL NO 100 80 WEST END AVENUE NEW YORK NY 10023 131395076 LABOR UNION NY 501(C)5 N/A 0 LIBERTY LINES 475 SAWMILL RIVER ROAD YONKERS NY 10701 CONTRIBUTING EMPLOYER PA 19919945 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 LIBERTY LINES S 19919945 COLLECTIVE BARGAINING AGREEMENT TRANSPORT WORKERS UNION LOCAL NO 100 S 38679 COLLECTIVE BARGAINING AGREEMENT