2024-02-01T15:41:47-06:00 2023-06-30 Nanavaty Davenport Studley White 123 South Main St Suite 140 NEWTOWN CT 06470 990 2022-07-01 237348596 Katonah-Lewisboro District Teachers Association Benefit Trust % ZENITH AMERICAN SOLUTIONS KATO 2032697741 PO Box 5817 Wallingford CT 064926717 Kathleen Dailey Chairperson 2032697741 2024-01-17 true Kathleen Dailey 999009999 Azian A Kearney CPA P02426278 2034268500 2024-01-17 2 2022 2023-04-26 12:10:37Z Kathleen Dailey PO Box 5817 Wallingford CT 064926717 687029 false X N/A X 1978 NY To provide dental and vision benefits to members and their immediate family where, and if, applicable. 3 3 0 0 0 0 675163 683339 63 3690 0 0 675226 687029 0 0 728946 715017 3850 3960 0 0 0 34833 36210 767629 755187 -92403 -68158 218574 118816 70558 38958 148016 79858 TO PROVIDE DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR IMMEDIATE FAMILY WHERE, AND IF, APPLICABLE. false false 745457 683339 Dental care and vision benefits provided to 468 members and their immediate family members. 745457 false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false X 3 3 false true false false false false false true true false false true false false true false X ZENITH AMERICAN SOLUTIONS 8004468646 10 TECHNOLOGY DRIVE Wallingford CT 06492 Kathleen Dailey Chairperson 1.0 0.0 X X 1800 0 0 Michael Perlin Senior Trustee 1.0 0.0 X X 1440 0 0 Sean Murphy Junior Trustee / Secretary 1.0 0.0 X X 720 0 0 3960 0 0 0 false false false 0 0 CONTRIBUTIONS - BOARD OF EDUCATION 461547 461547 CONTRIBUTIONS - RETIREES 220988 220988 CONTRIBUTIONS - MEMBER COBRA 804 804 683339 3690 3690 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 687029 683339 3690 0 0 0 715017 715017 3960 3960 0 0 0 0 0 0 0 4600 4600 0 0 0 0 0 270 270 0 0 0 0 0 0 0 0 0 600 600 ADMINISTRATIVE FEES 30440 30440 BANK CHARGES 300 300 755187 745457 9730 25076 17533 193498 101283 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 218574 118816 70558 38958 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70558 38958 X 148016 79858 0 0 148016 79858 218574 118816 -68158 X true X false true false 0 0 X PART X, FIN 48 FOOTNOTE The Association recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The Association is subject to routine audits by the Internal Revenue Service. There are currently no audits for any tax periods in progress and the Association believes that it is no longer subject to audits for years prior to 2019. Form 990, Part VI, Line 3 - Management Delegated The payment of benefits and the books of account are maintained by a third-party plan administrator, Zenith American Solutions. Management of the fund or plan activities is controlled by the trustees with assistance from the plan administrator. Form 990, Part VI, Line 11B - Organization's Process to Review Form 990 Upon completion of the federal tax return, Form 990, a copy of such is forwarded to both the plan chairperson and the plan administrator prior to filing. In the event changes are required, the accountants are notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan chairperson signs form 8879-TE and returns it to the accountants, constituting their approval of content and electronic filing with the IRS. Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation There are a variety of methods of making documents available to those who inquire. The individual can request copies to be forwarded to them over the internet, faxed, or they can come in to the plan administrator's facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPAA laws.