2026-02-24T14:24:35-06:00 2025-06-30 Nanavaty Davenport Studley White 123 South Main St Suite 140 Newtown CT 06470 990 2024-07-01 237348596 Katonah-Lewisboro District Teachers Association Benefit Trust % PREFERRED GROUP PLANS INC KATO 2032697741 PO Box 15136 Albany NY 12212 Michael Perlin Chairperson 2032697741 2025-02-13 true true Azian A Kearney P02426278 2034268500 2025-02-13 2024 2025-03-06 01:10:19Z Michael Perlin PO Box 15136 Albany CT 12212 749590 false X N/A X 1978 NY To provide dental and vision benefits to members and their immediate family where, and if, applicable. 3 0 0 0 0 0 720329 741531 1498 8059 0 0 721827 749590 0 0 752102 618848 5400 6500 0 0 0 37561 45763 795063 671111 -73236 78479 84186 165458 77564 80357 6622 85101 X TO PROVIDE DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR IMMEDIATE FAMILY WHERE, AND IF, APPLICABLE. false false 658516 741531 Dental care and vision benefits provided to 444 members and their immediate family members. 658516 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 0 false true false false false false false true true false false true false false true false X PREFERRED GROUP PLANS INC 9292236587 PO BOX 15136 Albany NY 12212 Kathleen Dailey Chairperson 1.0 0.0 X X 2500 0 0 Sean Murphy Junior Trustee / Secretary 1.0 0.0 X X 2000 0 0 Michael Perlin Senior Trustee 1.0 0.0 X 2000 0 0 6500 0 0 0 false false false 0 0 CONTRIBUTIONS - BOARD OF EDUCATION 499462 499462 CONTRIBUTIONS - MEMBERS 242069 242069 741531 8059 8059 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 749590 741531 8059 0 0 0 618848 618848 6500 6500 0 0 0 0 0 0 0 5100 5100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 600 600 ADMINISTRATIVE FEES 32105 32105 ANTHEM FEES 7563 7563 MISCELLANEOUS 395 395 671111 658516 12595 31405 17749 52781 147709 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 84186 165458 77564 80357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 77564 80357 X 6622 85101 0 0 6622 85101 84186 165458 78479 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 2021. Form 990, Part VI, Line 3 - Management Delegated The payment of benefits and the books of account are maintained by a third party administrator. 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 administrators prior to filing. In the event changes are required, the accounting office is 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 administrators 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 HIPPA laws.