TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND INC: Form 990, tax year 2011
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- Organization
- TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND INC (EIN 22-1461069)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349303123
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T14:12:47-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221461069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUC | NameControl |
| Phone | 2018673553 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 SUMMIT AVE | AddressLine1 |
| City | UNION CITY | City |
| State | NJ | State |
| ZIP Code | 07087 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BLUMENFELD | Name |
| Title | FUND ADMINISTRATOR | Title |
| Phone | 2018673553 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT BLUMENFELD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 SUMMIT AVENUE | AddressLine1 |
| City | UNION CITY | City |
| State | NJ | State |
| ZIP Code | 07087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24244367 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.560BENEFITFUNDS.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17931936 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17224803 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1520487 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1255254 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2582 | OtherRevenuePriorYear |
| Other Revenue Current Year | 294883 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19455005 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18774940 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 13664051 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 15300458 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1098630 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1031705 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 348445 | OtherExpensePriorYear |
| Other Expenses Current Year | 389493 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15111126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16721656 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4343879 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2053284 | RevenuesLessExpensesCY |
| Total Assets BOY | 34442273 | TotalAssetsBOY |
| Total Assets EOY | 37588362 | TotalAssetsEOY |
| Total Liabilities BOY | 2267739 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2262139 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32174534 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35326223 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 535 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BLUMENFELD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2018671477 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 SUMMIT AVENUE | AddressLine1 |
| City | UNION CITY | City |
| State | NJ | State |
| ZIP Code | 07087 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| ANTHONY VALDNER | |||||||
| UNION TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL GENTOSO | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LAMAR E BEINHOWER | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWIN H STIER | |||||||
| UNION TRUSTEE | 1.00 | X | 5273 | 9100 | 0 | ||
| NICK PICARELLO | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN BIGLEY | |||||||
| UNION TRUSTEE ALTERNATE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES D'ANGELO | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BLUMENFELD | |||||||
| FUND ADMINISTRATOR | 15.00 | 183263 | 0 | 44190 | X | ||
| JOHN HEIM | |||||||
| CONTROLLER | 13.00 | 179804 | 0 | 37144 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 368340 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 9100 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81334 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HORIZON BLUE CROSS BLUE SHEILD | |||||
| PO BOX 15306 | NEWARK | NJ | 07105 | HEALTH CARE PROVIDER | 320693 |
| TC3 HEALTH INC | |||||
| 19732 MACARTHUR BLVD SUITE 100 | IRVINE | CA | 92612 | CLAIMS REPRICING AGENT | 127134 |
| SEGAL COMPANY | |||||
| 333 WEST 3TH STREET | NEW YORK | NY | 10001 | ACTUARY | 100488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 12107560 | 12107560 |
| PARTICIPANT CONTRIBUTI | 525100 | 3388075 | 3388075 |
| PARTICIPANT RX REVENUE | 525100 | 1348128 | 1348128 |
| COBRA CONTRIBUTIONS | 525100 | 381040 | 381040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17224803 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1192119 | TotalRevenueColumn |
| Exclusion | $1,192,119 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5532562 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5469427 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63135 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63135 | TotalRevenueColumn |
| Exclusion | $63,135 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PRESCRIPTION REBATE IN | 525100 | 258371 | 258371 |
| OTHER REVENUE | 525100 | 36512 | 36512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 294883 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18774940 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17519686 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,255,254 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15300458 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 449674 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369049 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74588 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97025 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41369 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102997 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31000 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62607 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111827 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131286 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76246 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85979 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13760 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23092 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| DUES AND SUBSCRIPTIONS | 105 |
| ADMINISTRATIVE EXPENSE | -249750 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16721656 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1161313 | BOY |
| EOY | 1268014 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1098333 | BOY |
| EOY | 1213189 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8274 | BOY |
| EOY | 46564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 414396 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 368173 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20099 | BOY |
| EOY | 46223 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31824711 | BOY |
| EOY | 34527562 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329543 | BOY |
| EOY | 486810 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34442273 | BOY |
| EOY | 37588362 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178927 | BOY |
| EOY | 185134 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2088812 | BOY |
| EOY | 2077005 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2267739 | BOY |
| EOY | 2262139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32174534 | BOY |
| EOY | 35326223 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32174534 | BOY |
| EOY | 35326223 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34442273 | BOY |
| EOY | 37588362 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2053284 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1098405 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31716 | OtherCostOrOtherBasis |
| Depreciation | 31716 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 365897 | OtherCostOrOtherBasis |
| Depreciation | 319674 | Depreciation |
| Book Value | 46223 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16783 | OtherCostOrOtherBasis |
| Depreciation | 16783 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46223 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON COLLECTIVE TRUSTS | 28794981 | F |
| LIMITED PARTNERSHIPS | 5732581 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34527562 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED | $1,975,600 |
| OTHER LIABILITIES | $101,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2077005 | TotalOfAmounts |
| Total Revenue | 18774940 | TotalRevenue |
| Total Expenses | 16721656 | TotalExpenses |
| Excess Or Deficit For Year | 2053284 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1098405 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1098405 | TotalAdjustments |
| Excess Or Deficit Per FS | 3151689 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19810738 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1098405 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1098405 | RevenueNotRptdF990 |
| Revenue Subtotal | 18712333 | RevenueSubtotal |
| Investment Expenses Not Included | 62607 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 62607 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18774940 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16698049 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 39000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 39000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16659049 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 62607 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 62607 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16721656 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITION TAKEN BY THE PLAN, AND HAS CALULATED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XIII, LINE 2D - CHANGE IN BENEFIT OBLIGATIONS $39,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT BLUMENFELD | |||||||||||||
| 173263 | 0 | 10000 | 0 | 0 | 0 | 27057 | 0 | 17133 | 0 | 227453 | 0 | 0 | 0 |
| JOHN HEIM | |||||||||||||
| 163304 | 0 | 16500 | 0 | 0 | 0 | 20011 | 0 | 17133 | 0 | 216948 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I, LINE 3-1. THE BOARD OF TRUSTEES REVIEWS THE SALARY INCREASE ANNUALLY FOR ALL MANAGERS BASED ON PERFORMANCE, MARKET FORCES AND INDUSTRY PERFORMANCE. LAST REVIEW WAS DONE IN THE YEAR 2011. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE FUND HAS PARTICIPANTS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2011. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION PREPARES THE FORM 990. THE INDEPENDENT AUDITOR REVIEWS THE FORM 990. A COPY OF THE FORM 990 WAS PROVIDED TO THE TRUSTEES OF THE ORGANIZATION BEFORE IT WAS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PLAN IS BOUND BY ERISA PROHIBITED TRANSACTION RULES WHICH PRECLUDE THE PLAN FROM ENGAGING IN ANY NON-EXEMPT PARTY IN INTEREST TRANSACTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS THE SALARY INCREASES ANNUALLY FOR ALL MANAGERS BASED ON PERFORMANCE, MARKET FORCES AND INDUSTRY PERFORMANCE. LAST REVIEW WAS DONE IN 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE PROVIDED TO PARTICIPANTS AND OTHER INTERESTED PARTIES UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,098,405. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C. THE BOARD OF TRUSTEES ASSUMES RESPOSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 SUMMIT AVENUE | AddressLine1 |
| City | UNION CITY | City |
| State | NJ | State |
| ZIP Code | 07087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226063702 | EIN |
| Primary Activities | TO PROVIDE PENSION BENEFITS | PrimaryActivities |
| Legal Domicile State | NJ | LegalDomicileState |
| Exempt Code Section | 401 (A) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND INC-PENSION FUND | |
| M | 59437 |
| TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND INC-PENSION FUND | |
| N | 364248 |
| TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND INC-PENSION FUND | |
| P | 423142 |