2024-11-13T09:57:50-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 133329865 BRIDGE & TUNNEL OFFICERS BENEVOLENT ASSOCIATION FAMILY PROTECTION PLAN INC BRID 7187277613 5372 MERRICK ROAD MASSAPEQUA NY 11758 WILEENA MEDLEY CHAIRMAN 7187277613 2024-11-12 1 1 JOHN ANTINORE P10557695 5163643390 2024-11-12 2023 2024-10-15 13:58:12Z WAYNE JOSEPH 5372 MERRICK ROAD MASSAPEQUA NY 11758 4803178 0 X N/A X 1976 NY THE PURPOSE OF THE ASSOCIATION IS TO ACQUIRE AND PROVIDE BENEFITS TO THE MEMBERS OF THE BRIDGE & TUNNEL OFFICERS UNION INCLUDING DENTAL, OPTICAL, PRESCRIPTION DRUG, LIFE AND DISABILITY INSURANCE, AND CERTAIN BASIC LEGAL SERVICES. THE ASSOCIATION IS FUNDED BY THE TRIBOROUGH BRIDGE & TUNNEL AUTHORITY OF NEW YORK, WHICH PAYS A STIPULATED AMOUNT FOR EACH ACTIVE AND RETIRED EMPLOYEE OF THE BRIDGE AND TUNNEL OFFICERS UNION. 5 4 1 0 0 0 0 0 3102501 4191637 129525 18320 0 0 3232026 4209957 0 0 4088229 3587020 61649 16406 0 0 0 122848 265568 4272726 3868994 -1040700 340963 1790072 2229770 229042 200390 1561030 2029380 X THE PURPOSE OF THE ASSOCIATION IS TO ACQUIRE AND PROVIDE BENEFITS TO THE MEMBERS OF THE BRIDGE & TUNNEL OFFICERS UNION INCLUDING DENTAL, OPTICAL, PRESCRIPTION DRUG, LIFE AND DISABILITY INSURANCE, AND CERTAIN BASIC LEGAL SERVICES. THE ASSOCIATION IS FUNDED BY THE TRIBOROUGH BRIDGE & TUNNEL AUTHORITY OF NEW YORK, WHICH PAYS A STIPULATED AMOUNT FOR EACH ACTIVE AND RETIRED EMPLOYEE OF THE BRIDGE AND TUNNEL OFFICERS UNION. 0 0 THE PURPOSE OF THE ASSOCIATION IS TO ACQUIRE AND PROVIDE BENEFITS TO THE MEMBERS OF THE BRIDGE & TUNNEL OFFICERS UNION INCLUDING DENTAL, OPTICAL, PRESCRIPTION DRUG, LIFE AND DISABILITY INSURANCE, AND CERTAIN BASIC LEGAL SERVICES. THE ASSOCIATION IS FUNDED BY THE TRIBOROUGH BRIDGE & TUNNEL AUTHORITY OF NEW YORK, WHICH PAYS A STIPULATED AMOUNT FOR EACH ACTIVE AND RETIRED EMPLOYEE OF THE BRIDGE AND TUNNEL OFFICERS UNION. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WILEENA MEDLEY 7187277613 5372 MERRICK ROAD MASSAPEQUA NY 11758 RICARDO CRUZ 1ST VICE PRESIDENT 35.00 X 15000 0 0 BRYAN WALSH TRUSTEE 1.00 X 0 0 0 ANTHONY BARBATO 2ND VICE PRESIDENT 1.00 X 0 0 0 WAYNE JOSEPH PRESIDENT 1.00 X 0 0 0 WILEENA MEDLEY CHAIRMAN 35.00 X 0 0 0 15000 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 3729446 3729446 PRESCRIPTION REBATE 900099 253407 253407 MEDICARE REIMBURSEMENT 900099 182470 182470 COBRA CONTRIBUTIONS 900099 26314 26314 4191637 19192 19192 592349 593221 -872 -872 -872 4209957 4191637 0 18320 3587020 15000 1406 26021 21000 2168 2250 15505 34311 7200 1748 141 CLAIMS ADMINISTRATION F 126010 MEDICARE PART D ADMIN F 16799 OFFICER'S RELEASE TIME 12390 BANK FEES 25 3868994 245137 1039614 31652 63083 154505 252997 186420 75000 48424 48424 0 0 584158 94913 587847 703810 353 353 1790072 2229770 24758 22700 204284 177690 229042 200390 X 1561030 2029380 1561030 2029380 1790072 2229770 340963 127387 0 X 0 1 X 0 0 48424 48424 0 0 SKYBRIDGE MUL-AD SER G 163810 F INVESTMENT IN REAL ESTATE HOLDING COMPANY 540000 F 703810 CLAIMS AND INSURANCE PREM. PAYABLE 177690 177690 X 4081769 127387 127387 3954382 2168 253407 255575 4209957 3640013 0 3640013 2168 226813 228981 3868994 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITION 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, 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 PROCESS. ADDITIONALLY, PLAN MANAGEMENT BELIEVES THAT THE PLAN'S RETURNS FOR THE YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2020 ARE NO LONGER OPEN TO EXAMINATION, BASED ON THE STATUTORY PERIOD FOR YEARS SUBJECT TO AUDIT. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRESCRIPTION REBATE 253,407. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PLAN BENEFIT OBLIGATIONS -26,594. PRESCRIPTION REBATE 253,407. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS SENT TO THE BOARD OF TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REGULARLY MONITORS AND ENFORCES THE PLANS CONFLICT OF INTEREST POLICY, WITH THE ASSISTANCE OF THE PLANS PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE NO SALARIES PAID TO THE EXECUTIVE BOARD OR TOP MANAGEMENT OFFICIALS. ALL SALARIES MUST BE APPROVED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC, AS REQUIRED BY APPLICABLE LAW. BRIDGE & TUNNEL OFF BENEVOLANT ASSOC 5372 MERRICK ROAD MASSAPEQUA NY 11758 132749633 UNION REPRESENTING MEMBERSHIP NY 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0