2018-07-13T07:42:28-05:00 2017-08-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2016-09-01 912003765 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST NEWJ 6095994561 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 Steve beatty secretary-TREASURER 6095994561 2018-07-13 1 Louis Verzella CPA P00360279 6106689400 2018-06-28 2016 2022-09-23 18:48:47Z MAREI E BLISTAN 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 36985025 0 X WWW.NJEA.ORG X 1998 NJ The welfare benefits provided by the Plan include medical, prescription, vision, dental, disability, life, accidental death and dismemberment benefits and Medicare B reimbursements. Participants should refer to the summary plan description for more complete information. 5 0 0 0 0 0 0 0 3926000 5028905 2785282 2513231 0 0 6711282 7542136 0 0 4550778 4878675 0 0 0 0 0 143393 133732 4694171 5012407 2017111 2529729 64968936 72612126 0 0 64968936 72612126 X The welfare benefits provided by the Plan include medical, prescription, vision, dental, disability, life, accidental death and dismemberment benefits and Medicare B reimbursements. Participants should refer to the summary plan description for more complete information. 0 0 TO PROVIDE medical, prescription, vision, dental, disability, life, accidental death and dismemberment benefits and Medicare B reimbursements. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PLAN ADMINISTRATOR 6095994561 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 wendell f steinhauer PRESIDENT 2.00 X 0 360013 335106 marie e blistan VICE PRESIDENT 2.00 X 0 243881 134548 sean m spiller SECRETARY / TREASURER 2.00 X 0 282717 88240 MATTHEW DIRADO ADMINISTRATOR 2.00 X 0 239134 84312 EDWARD RICHARDSON EXECUTIVE DIRECTOR 2.00 X 0 368568 104883 0 1494313 747089 0 0 1 0 BENISTAR ADMIN SERVICES 100 ILLINOIS STREET 260 ST CHARLES IL 60174 ADMINSTRATIVE 1265640 WELLS FARGO 123 S BROAD ST PHILADELPHIA PA 19109 INVESTMENT SERVICES 133732 horizon healthcare services inc 3 penn plaza newark NJ 07105 claims processing 100762 3 EMPLOYER CONTRIBUTIONS 525100 4987449 4987449 EMPLOYEE CONTRIBUTIONS 525100 41456 41456 5028905 1352711 1352711 30603409 29442889 1160520 1160520 1160520 7542136 5028905 0 2513231 4878675 133732 5012407 3967810 334175 202 648 211239 113951 60789685 72163352 64968936 72612126 0 0 X 0 0 0 0 64968936 72612126 64968936 72612126 64968936 72612126 2529729 5113461 0 X X 0 1 X 1 0 0 X 21398175 5113461 8742578 13856039 7542136 0 7542136 13754985 8742578 8742578 5012407 0 5012407 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 if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the Plan. Part XI, Line 2d - Other Adjustments: AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 8,742,578. Part XII, Line 2d - Other Adjustments: AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 8,742,578. X 0 0 0 wendell f steinhauer PRESIDENT 0 340927 0 0 0 19086 0 302903 0 32203 0 695119 0 0 marie e blistan VICE PRESIDENT 0 230450 0 0 0 13431 0 102345 0 32203 0 378429 0 0 sean m spiller SECRETARY / TREASURER 0 249868 0 0 0 32849 0 56037 0 32203 0 370957 0 0 MATTHEW DIRADO ADMINISTRATOR 0 229153 0 0 0 9981 0 52109 0 32203 0 323446 0 0 EDWARD RICHARDSON EXECUTIVE DIRECTOR 0 351406 0 0 0 17162 0 72680 0 32203 0 473451 0 0 Form 990, Part VI, Section B, line 11b NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. Form 990, Part VI, Section C, line 19 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. form 990, part x11, line 2c: NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. NEW JERSEY EDUCATION ASSOCIATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 LABOR ORGANIZATION NJ 501(C)(5) 0 NJEA EMPLOYEES' RETIREMENT TRUST FUND 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A)/501(A) 0 NJEA SUPPLEMENTAL SAVINGS PLAN 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A)/501(A) 0 NEW JERSEY EDUCATION ASSOCIATION POLITCIAL ACTION COMMITTEE 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222911965 POLITICAL ACTION COMMITTEE NJ SECTION 527 0 FREDERICK L HIPP FOUNDATION FOR EXCELLENCE IN EDUCATION INC 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 223277861 CHARITABLE ORGANIZATION NJ 501(C)(3) 170(B)(1)(A)(VI) 0 NJEA BOLIVAR L GRAHAM INTERN FOUNDATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222165927 CHARITABLE ORGANIZATION NJ 501(C)(3) 509(A)(3) 0 PAUL DIMITRIADIS RIGHTS FUND INC 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222306050 LABOR ORGANIZATION NJ 501(C)(5) 0 NJEA MEMBER BENEFIT FUND 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 134270499 WELFARE BENEFIT FUND NJ 501(C)(9) 0 GARDEN STATE FORWARD 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 462383979 POLITICAL ACTION COMMITTEE NJ SECTION 527 0 NJEA AFFILIATES RISK GROUP 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 472729925 CHARITABLE ORGANIZATION NJ 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NEW JERSEY EDUCATION ASSOCIATION S 4987449 FMV