Civic Intelligence

Twu - Westchester Private Bus Lines Health Benefit Trust

EIN 13-6601635 • 501(c)9 • Roseland, NJ

View Organization Page

Profile

To provide health and other benefits to active and retired members and their dependents.

425 Eagle Rock Avenue 105Roseland, NJ 07068

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

60th percentile

9.3%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-8.6%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$26,210,097

Up $2,818,582 (+12%) from 2023

Liabilities

Down

$11,912

Down $23,554 (-66%) from 2023

Net Assets

Up

$26,198,185

Up $2,842,136 (+12%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin60th percentile

Revenue

Down

$25,729,518

Down $2,420,589 (-8.6%) from 2023

Expenses

Down

$23,340,701

Down $1,203,099 (-4.9%) from 2023

Net Income

Down

$2,388,817

Down $1,217,490 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $6,023,963Liabilities 2011: $1,675Net Assets 2011: $6,022,2882011Assets 2012: $2,707,319Liabilities 2012: $1,675Net Assets 2012: $2,705,6442012Assets 2013: $4,154,236Liabilities 2013: $1,900Net Assets 2013: $4,152,3362013Assets 2014: $5,140,668Liabilities 2014: $2,200Net Assets 2014: $5,138,4682014Assets 2015: $5,638,409Liabilities 2015: $61,666Net Assets 2015: $5,576,7432015Assets 2016: $6,887,708Liabilities 2016: $30,223Net Assets 2016: $6,857,4852016Assets 2017: $7,864,222Liabilities 2017: $725Net Assets 2017: $7,863,4972017Assets 2018: $10,197,252Liabilities 2018: $11,834Net Assets 2018: $10,185,4182018Assets 2019: $14,013,920Liabilities 2019: $21,361Net Assets 2019: $13,992,5592019Assets 2020: $18,641,101Liabilities 2020: $2,732Net Assets 2020: $18,638,3692020Assets 2021: $16,248,570Liabilities 2021: $2,635Net Assets 2021: $16,245,9352021Assets 2022: $19,398,333Liabilities 2022: $7,231Net Assets 2022: $19,391,1022022Assets 2023: $23,391,515Liabilities 2023: $35,466Net Assets 2023: $23,356,0492023Assets 2024: $26,210,097Liabilities 2024: $11,912Net Assets 2024: $26,198,1852024

Highlighted filing

2024

Assets$26,210,097
Liabilities$11,912
Net Assets$26,198,185
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $15,130,251Expenses 2011: $13,874,142Net Income 2011: $1,256,1092011Revenue 2012: $11,448,965Expenses 2012: $14,765,609Net Income 2012: -$3,316,6442012Revenue 2013: $17,199,487Expenses 2013: $15,752,795Net Income 2013: $1,446,6922013Revenue 2014: $18,290,826Expenses 2014: $17,304,694Net Income 2014: $986,1322014Revenue 2015: $20,732,956Expenses 2015: $20,294,681Net Income 2015: $438,2752015Revenue 2016: $21,169,634Expenses 2016: $19,888,892Net Income 2016: $1,280,7422016Revenue 2017: $20,159,044Expenses 2017: $19,153,032Net Income 2017: $1,006,0122017Revenue 2018: $22,083,710Expenses 2018: $19,761,789Net Income 2018: $2,321,9212018Revenue 2019: $24,323,689Expenses 2019: $20,516,548Net Income 2019: $3,807,1412019Revenue 2020: $27,661,138Expenses 2020: $23,015,328Net Income 2020: $4,645,8102020Revenue 2021: $20,384,690Expenses 2021: $22,777,124Net Income 2021: -$2,392,4342021Revenue 2022: $26,586,731Expenses 2022: $22,995,268Net Income 2022: $3,591,4632022Revenue 2023: $28,150,107Expenses 2023: $24,543,800Net Income 2023: $3,606,3072023Revenue 2024: $25,729,518Expenses 2024: $23,340,701Net Income 2024: $2,388,8172024

Highlighted filing

2024

Revenue$25,729,518
Expenses$23,340,701
Net Income$2,388,817
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$26,210,097
Liabilities
$11,912
Net assets
$26,198,185
Revenue
$25,729,518
Expenses
$23,340,701
Net income
$2,388,817
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.01$26.2$25.7$23.3$2.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.4$0.04$23.4$28.2$24.5$3.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.01$19.4$26.6$23.0$3.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$20.4$22.8$2.39
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.00$18.6$27.7$23.0$4.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.02$14.0$24.3$20.5$3.81
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.01$10.2$22.1$19.8$2.32
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.86$0.00$7.86$20.2$19.2$1.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.03$6.86$21.2$19.9$1.28
2015Summary only. Only limited summary data is available for this year.$5.64$0.06$5.58$20.7$20.3$0.44
2014Summary only. Only limited summary data is available for this year.$5.14$0.00$5.14$18.3$17.3$0.99
2013Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$17.2$15.8$1.45
2012Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$11.4$14.8$3.32
2011Summary only. Only limited summary data is available for this year.$6.02$0.00$6.02$15.1$13.9$1.26
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$26,586,731
Mission and Program Overview

Mission

To provide health and other benefits to active and retired members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,245,935$19,391,102▲ $3,145,167
Cash and Non-Interest-Bearing Accounts$11,628,207$10,312,537▼ $1,315,670
Investments in Publicly Traded Securities-$5,592,291-
Accounts Receivable$3,271,947$3,345,852▲ $73,905
Prepaid Expenses and Deferred Charges$1,246,416$12,653▼ $1,233,763
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$16,248,570$19,398,333▲ $3,149,763
Other Assets Total$102,000$135,000▲ $33,000
Liabilities
Accounts Payable and Accrued Expenses$2,635$7,231▲ $4,596
Total Liabilities$2,635$7,231▲ $4,596
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,245,935$19,391,102▲ $3,145,167
Total Liabilities and Net Assets / Fund Balance$16,248,570$19,398,333▲ $3,149,763
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bruce BernacchiaTrustee
Carlos BernabelTrustee
Gerard BernacchiaTrustee
Joseph MurphyTrustee
Manuel AgostoTrustee
Thomas MonacoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,521,940
Investment Income
$64,791
Other Revenue
$0
Change in Net Assets
$3,591,463

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,559,526
Revenue Not Reported on Financial Statements
$27,205
Revenue Not Reported on Form 990
$-446,296
Total Revenue per Audited Statements
$26,113,230
Total Revenue per Form 990
$26,586,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,691,260
Fees for Services Other---$71,100
Fees for Services Legal---$66,767
Fees for Services Management---$65,075
Office Expenses---$29,337
Fees for Service Investment Mgmnt Fees---$27,205
Insurance---$20,191
Fees for Services Accounting---$12,500
Other Expenses---$5,862
Total Functional Expenses$0$0$0$22,995,268

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$22,995,268
Expenses per Audited Statements$22,968,063
Total Expenses per Audited Statements$22,968,063
Expenses Not Reported on Financial Statements$27,205
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The completed form 990 was presented to the board of trustees for signature. The board of trustees reviewed the form 990 before signing.”

Form 990, Part VI, Section C, Line 19

“Available for inspection at the third party administrator's office upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Joseph murphy - 475 saw mill river rd, yonkers, ny 10701. Carlos bernabel - 80 west end avenue, new york, ny 10023-6398. Manuel agosto - 80 west end avenue, new york, ny 10023-6398. Gerard bernacchia - 475 saw mill river rd, yonkers, ny 10701. Bruce bernacchia - 475 saw mill river rd, yonkers, ny 10701. Thomas monaco - 80 west end avenue, new york, ny 10023-6398.”

Filing and Contact Details

Filer

Filer Name
Twu - Westchester Private Bus Lines
EIN
13-6601635
Phone
9732284200
Address
425 EAGLE ROCK AVENUE 105, ROSELAND, NJ 07068

Signing Officer

Name
Gerard Bernacchia
Title
Trustee
Phone
9732284200
Signed
2023-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerard Bernacchia
Formed
1973
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE COURT SUITE 100, READING, PA 19606
Preparer
Alan D Ross CPA
Phone
6107799555
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2B

“The board of trustees is the governing body that oversees the audit of the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions 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 is subject to routine audits by taxing jurisdictions; however,there are currently no audits for any tax years in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2020.”

Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02635
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07231
IRS990/AccountsReceivableGrp/BOYAmt03271947
IRS990/AccountsReceivableGrp/EOYAmt03345852
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt022691260
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FABIAN AND BYRN
IRS990/BooksInCareOfDetail/PhoneNum09732284200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 EAGLE ROCK AVENUE SUITE 105
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007068
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt011628207
IRS990/CashNonInterestBearingGrp/EOYAmt010312537
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt022691260
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt064791
IRS990/CYOtherExpensesAmt0304008
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt026521940
IRS990/CYRevenuesLessExpensesAmt03591463
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022995268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026586731
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HOSPITAL, MEDICAL, DENTAL, PRESCRIPTION DRUG, OPTICAL, AND SUBSTANCE ABUSE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PLAN ALSO PROVIDES MEDICARE PART B PREMIUM REIMBURSEMENT FOR PARTICIPANTS WHO RETIRE ON NORMAL, EARLY OR DISABILITY PENSION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt022691260
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012500
IRS990/FeesForServicesLegalGrp/TotalAmt066767
IRS990/FeesForServicesManagementGrp/TotalAmt065075
IRS990/FeesForServicesOtherGrp/TotalAmt071100
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027205
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm1CARLOS BERNABEL
IRS990/Form990PartVIISectionAGrp/PersonNm2MANUEL AGOSTO
IRS990/Form990PartVIISectionAGrp/PersonNm3GERARD BERNACCHIA
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE BERNACCHIA
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS MONACO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt020191
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064791
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-446296
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt029337
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc1PCORI FEES
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IRS990/OtherExpensesGrp/TotalAmt15862
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc2HEALTH INSURANCE REBATES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21754863
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYTotalRevenueAmt020384690
IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedEntityInd01
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt027205
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt027205
IRS990ScheduleD/RevenueSubtotalAmt026559526
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER,THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt022995268
IRS990ScheduleD/TotalRevenuePerForm990Amt026586731
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JOSEPH MURPHY - 475 SAW MILL RIVER RD, YONKERS, NY 10701. CARLOS BERNABEL - 80 WEST END AVENUE, NEW YORK, NY 10023-6398. MANUEL AGOSTO - 80 WEST END AVENUE, NEW YORK, NY 10023-6398. GERARD BERNACCHIA - 475 SAW MILL RIVER RD, YONKERS, NY 10701. BRUCE BERNACCHIA - 475 SAW MILL RIVER RD, YONKERS, NY 10701. THOMAS MONACO - 80 WEST END AVENUE, NEW YORK, NY 10023-6398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES IS THE GOVERNING BODY THAT OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2B
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0475 SAWMILL RIVER ROAD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt180 WEST END AVENUE
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERARD BERNACCHIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09732284200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWU - WESTCHESTER PRIVATE BUS LINES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TWU-
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ReturnHeader/Filer/USAddress/AddressLine1Txt0425 EAGLE ROCK AVENUE 105
ReturnHeader/Filer/USAddress/CityNm0ROSELAND
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02023-11-15T14:17:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNACCHIA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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