2024-05-14T07:44:44-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 32 FOSTERTOWN ROAD NEWBURGH NY 12550 990 2022-07-01 061064678 CARMEL TEACHERS ASSOCIATION WELFARE TRUST FUND CARM 9145828183 ATTN DINO MAZZOTTA 281 FAIR STREE CARMEL NY 10512 DINO MAZZOTTA TRUSTEE 9145828183 2024-05-06 1 DINO MAZZOTTA 999009999 1 TRACY L BADGLEY P00152200 8455655400 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DINO MAZZOTTA 281 FAIR STREET CARMEL NY 10512 1231218 0 X N/A X 1982 NY HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR IMMEDIATE FAMILIES 8 8 0 8 0 0 0 0 1115558 1230199 390 1019 0 0 1115948 1231218 0 0 1049315 1047563 0 0 0 0 0 49948 72155 1099263 1119718 16685 111500 1371892 1392108 368834 201775 1003058 1190333 TO PROVIDE SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE MEMBERS 0 0 HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR IMMEDIATE FAMILIES 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 1 0 0 1 X 211 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 X STIRLING BENEFITS INC 2038761660 291 SOUTH LAMBERT ROAD SUITE 4 ORANGE CT 06477 AMBER BOYLE TRUSTEE 10.00 X 1000 0 0 SUSAN TORNATORE TRUSTEE 10.00 X 1000 0 0 DINO MAZZOTTA PRESIDENT 10.00 X X 3500 0 0 ANTONIETTA FELICIOTTO TRUSTEE 10.00 X 1000 0 0 NICOLE STICHBURY TRUSTEE 10.00 X 1000 0 0 JENNIFER HUNTER TRUSTEE 10.00 X 1000 0 0 ORNELLA SALZA TRUSTEE 10.00 X 500 0 0 HEATHER CARLSON TRUSTEE 10.00 X 500 0 0 EDWARD LONG TRUSTEE 10.00 X 500 0 0 JAIME ZIMMERMAN TRUSTEE 10.00 X 500 0 0 MARK JENNETTE TRUSTEE 10.00 X 1000 0 0 11500 0 0 0 0 0 0 0 BOARD OF ED CONTRIBUTI 900001 774876 774876 COBRA CONTRIBUTIONS 900001 289155 289155 EMPLOYEE CONTRIBUTIONS 900001 166168 166168 1230199 1019 1019 1231218 1230199 0 1019 1047563 13000 7404 ADMINISTRATION FEES 51751 1119718 509645 366988 844459 1007502 9414 9363 5304 5185 3070 3070 1371892 1392108 6900 16000 264167 110892 97767 74883 368834 201775 X 1003058 1190333 0 0 0 0 1003058 1190333 1371892 1392108 111500 75775 0 X 0 0 0 0 CLAIMS PAYABLE 74883 74883 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE JURISDICTIONS FOR TAX YEARS PRIOR TO JUNE 30, 2020. FORM 990, PART V, LINE 1A THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, 90 DEGREE BENEFITS, ID # 06-0892635, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, CARMEL TEACHERS ASSOCIATION WELFARE TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. 90 DEGREE BENEFITS FILED FORM 1099 FOR APPROXIMATELY 211 PROVIDERS ON THE ORGANIZATION'S BEHALF. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PARTICIPANTS AND A BOARD OF TRUSTEES FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS ELECTED TO GOVERN THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 8B ALL MEETINGS HELD ARE DOCUMENTED WITH MINUTES. FORM 990, PART VI, SECTION B, LINE 11B WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CARMEL CENTRAL SCHOOL DISTRICT EDUCATION NY 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1