2012-11-14T14:12:47-06:00 2011-12-31 990 2011-01-01 221461069 TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND TRUC 2018673553 707 SUMMIT AVE UNION CITY NJ 07087 ROBERT BLUMENFELD 2018673553 2012-11-14 2011 2016-02-24 21:20:13Z ROBERT BLUMENFELD 707 SUMMIT AVENUE UNION CITY NJ 07087 24244367 0 X WWW.560BENEFITFUNDS.COM X 1948 NJ TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 6 5 27 0 0 0 0 0 17931936 17224803 1520487 1255254 2582 294883 19455005 18774940 0 0 13664051 15300458 1098630 1031705 0 0 0 348445 389493 15111126 16721656 4343879 2053284 34442273 37588362 2267739 2262139 32174534 35326223 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 0 1 535 0 1 27 1 0 0 0 0 0 0 X 6 5 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X ROBERT BLUMENFELD 2018671477 707 SUMMIT AVENUE UNION CITY NJ 07087 ANTHONY VALDNER 2.00 X 0 0 0 MICHAEL GENTOSO 1.00 X 0 0 0 LAMAR E BEINHOWER 1.00 X 0 0 0 EDWIN H STIER 1.00 X 5273 9100 0 NICK PICARELLO 1.00 X 0 0 0 KEVIN BIGLEY 1.00 X 0 0 0 CHARLES D'ANGELO 1.00 X 0 0 0 ROBERT BLUMENFELD 15.00 X 183263 0 44190 JOHN HEIM 13.00 X 179804 0 37144 368340 9100 81334 2 0 1 0 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 3 EMPLOYER CONTRIBUTIONS 525100 12107560 12107560 PARTICIPANT CONTRIBUTI 525100 3388075 3388075 PARTICIPANT RX REVENUE 525100 1348128 1348128 COBRA CONTRIBUTIONS 525100 381040 381040 17224803 1192119 1192119 5532562 5469427 63135 63135 63135 PRESCRIPTION REBATE IN 525100 258371 258371 OTHER REVENUE 525100 36512 36512 294883 18774940 17519686 0 1255254 15300458 449674 369049 74588 97025 41369 102997 31000 62607 111827 131286 76246 85979 344 13760 23092 DUES AND SUBSCRIPTIONS 105 ADMINISTRATIVE EXPENSE -249750 16721656 1161313 1268014 1098333 1213189 8274 46564 414396 368173 20099 46223 31824711 34527562 329543 486810 34442273 37588362 178927 185134 2088812 2077005 2267739 2262139 X 0 0 0 0 32174534 35326223 32174534 35326223 34442273 37588362 X 2053284 1098405 X X 0 1 1 X 0 31716 31716 0 365897 319674 46223 16783 16783 0 46223 COMMON COLLECTIVE TRUSTS 28794981 F LIMITED PARTNERSHIPS 5732581 F 34527562 CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 1975600 OTHER LIABILITIES 101405 2077005 18774940 16721656 2053284 1098405 1098405 3151689 19810738 1098405 1098405 18712333 62607 62607 18774940 16698049 39000 39000 16659049 62607 62607 16721656 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. X 0 0 0 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 SUPPLEMENTAL INFORMATION PART III 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,098,405. FORM 990, PART XI, LINE 2C. THE BOARD OF TRUSTEES ASSUMES RESPOSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND 707 SUMMIT AVENUE UNION CITY NJ 07087 226063702 TO PROVIDE PENSION BENEFITS NJ 401 (A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 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