2025-08-12T07:44:25-05:00 2024-09-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990 2023-10-01 223614840 ULSTER BOCES TEACHERS ORGANIZATION BENEFIT TRUST FUND ULST 8453316680 PO BOX 61 PORT EWEN NY 12466 JASON YOUNG TRUSTEE 8453316680 2025-08-07 1 0 MARC NEWMAN CPA P00293703 2126955003 2023 2025-03-06 01:10:19Z JASON YOUNG PO BOX 61 PORT EWEN NY 12466 624008 0 X N/A X 1998 NY PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS. 4 4 0 0 0 0 0 0 551026 608438 5049 15570 0 0 556075 624008 0 0 330402 351723 0 0 0 0 0 27770 32207 358172 383930 197903 240078 1442063 1692284 10500 20643 1431563 1671641 THE FUND WAS ESTABLISHED UNDER THE PROVISIONS OF AN AGREEMENT AND DECLARATION OF TRUST, BETWEEN ULSTER BOCES TEACHERS ORGANIZATION AND THE TRUSTEES. THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING BENEFITS TO UNION MEMBERS AND THEIR FAMILIES. 0 0 PLAN PROVIDES DENTAL, OPTICAL AND LEGAL SERVICES BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 X 4 4 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X THE PREFERRED GROUP 8005737474 418 BROADWAY - 2ND FLOOR ALBANY NY 12207 X JASON YOUNG TRUSTEE 1.00 X 0 0 0 BRIDGET FERRER FORMER TRUSTEE 1.00 X 0 0 0 CHRISTINA DRONEY TRUSTEE 1.00 X 0 0 0 DINA MELE TRUSTEE 1.00 X 0 0 0 GILLIAN MURPHY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 464962 464962 PARTICIPANT CONTRIBUTI 900099 86576 86576 COBRA AND RETIREE CONT 900099 56900 56900 608438 15570 15570 624008 608438 0 15570 351723 9450 7478 1400 294 1050 MISCELLANEOUS 12535 383930 426854 867556 799198 814637 215570 9944 882 735 441 147 1442063 1692284 10500 20643 10500 20643 X 0 0 0 0 1431563 1671641 1431563 1671641 1442063 1692284 240078 0 X 0 1 X 0 0 882 735 147 147 X 624008 0 624008 0 624008 383930 0 383930 0 383930 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 TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTARTOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024, 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. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY A TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON WRITTEN REQUEST. AMERICAN FEDERATION OF TEACHERS 2041 ULSTER COUNTY BOCES 54 BREEZY HILL ROAD KINGSTON NY 12401 237105198 RELATED LABOR UNION NY 501C(5) N/A N/A 0 ULSTER COUNTY BOARD OF COOPERATIVE EDUCATIONAL SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0