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← SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR

Form 990 for tax year 2024

Filed by SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR.

Totals

Total revenue
$3,599,770
Total expenses
$104,619
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,196,108
Investment income
$403,662
Other revenue
$0
Total assets, end of year
$17,889,060
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,889,060
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $3,196,108 · related or exempt $3,196,108

  • 3 · Investment income

    total $405,049 · excluded $405,049

  • 7b · Less cost or other basis and sales expenses

    securities $1,387

  • 7c · Gain or loss

    securities -$1,387

  • 7d · Net gain or loss

    total -$1,387 · excluded -$1,387

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,400

  • 11c · Fees: accounting

    total $11,150

  • 11f · Fees: investment management

    total $68,438

  • 13 · Office expenses

    total $1,986

  • 17 · Travel

    total $660

  • 19 · Conferences, conventions and meetings

    total $10,307

  • 24a · Other expenses: SALARY REIMBURSEMENT

    total $6,678

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,746 · end of year $36,569

  • 2 · Savings and temporary cash investments

    beginning of year $26,355 · end of year $379,544

  • 11 · Investments: publicly traded securities

    beginning of year $13,249,399 · end of year $17,472,947

  • 27 · Net assets without donor restrictions

    beginning of year $13,348,500 · end of year $17,889,060

Mission and programs · 2024

Mission

THE TRUST IS CREATED, ESTABLISHED, AND MAINTAINED. THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE COUNTY OF SUFFOLK, AND TO HOLD ALL MONEY OR PROPERTY RECIEVED AND ADMINISTER IT BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING SUPPLEMENTAL BENEFITS TO PARTICIPANTS AND MEMBERS, AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN THE AGREEMENT HEREIN AND IN THE PLAN TO DEVISE AND IMPLEMENT SUCH OTHER PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FORGOING OBJECTIVES.

  • THE TRUST IS CREATED, ESTABLISHED, AND MAINTAINED. THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE COUNTY OF SUFFOLK, AND TO HOLD ALL MONEY OR PROPERTY RECIEVED AND ADMINISTER IT BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING SUPPLEMENTAL BENEFITS TO PARTICIPANTS AND MEMBERS, AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH IN THE AGREEMENT HEREIN AND IN THE PLAN TO DEVISE AND IMPLEMENT SUCH OTHER PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FORGOING OBJECTIVES.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gordon Warnok

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • James Eddings

    VICE CHAIR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    5 + 40 related

  • Scott Mirabella

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • Sandra Palmer

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • Charles Bartha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • Daniel C Levler

    FINANCIAL OVERSIGHT CHAIRMAN

    Total calculated
    $37,858
    From this org
    $0
    From related orgs
    $37,858
    Other
    $0
    Hours/week
    5 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
25 November 2025
IRS schema version
2024v5.2
Source object
202543299349300314

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