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Nonprofiteer
← SUFFOLK CTY ASSN MUN EMPLOYEES SUPPLEMENT BENEFITS FD TR

Form 990 for tax year 2022

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

Totals

Total revenue
$3,574,108
Total expenses
$35,033
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,289,358
Investment income
$284,750
Other revenue
$0
Total assets, end of year
$9,138,162
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,138,162
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 $3,289,358 · related or exempt $3,289,358

  • 3 · Investment income

    total $294,554 · excluded $294,554

  • 7a · Gross sales of assets other than inventory

    securities $21,677

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

    securities $31,481

  • 7c · Gain or loss

    securities -$9,804

  • 7d · Net gain or loss

    total -$9,804 · excluded -$9,804

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $9,500

  • 11f · Fees: investment management

    total $25,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,394,231 · end of year $50,673

  • 11 · Investments: publicly traded securities

    beginning of year $3,114,698 · end of year $9,087,489

  • 27 · Net assets without donor restrictions

    beginning of year $6,508,929 · end of year $9,138,162

Mission and programs · 2022

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 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAMES EDDINGS

    TRUSTEE VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • GORDON WARNOK

    TRUSTEE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • SCOTT MIRABELLA

    TRUSTEE, TREASURER

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • SANDRA PALMER

    TRUSTEE, RECORDING SECRETA

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • CHARLES BARTHA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • DANIEL C LEVLER

    FOC CHAIRMAN

    Total calculated
    $41,380
    From this org
    $0
    From related orgs
    $41,380
    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
2022
Filed
18 September 2023
IRS schema version
2022v5.0
Source object
202302659349300730

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