2024-11-12T13:04:23-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 221552880 TEAMSTERS LOCAL 469 WELFARE FUND TEAM 7322649000 3400 ROUTE 35 HAZLET NJ 07730 MICHAEL BRODERICK TRUSTEE 7322649000 2024-11-12 1 1 RAYMOND HARGADON CPA P01780635 9082727000 2023 2024-10-15 13:58:12Z MICHAEL BRODERICK 3400 ROUTE 35 HAZLET NJ 07730 21732725 0 X N/A X 1955 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS AND DEPENDENTS. 6 0 2 0 0 0 0 0 13339762 13793233 271830 289657 0 600 13611592 14083490 0 0 13340180 11252686 134651 128526 0 0 0 800779 608518 14275610 11989730 -664018 2093760 16374061 19073434 142107 392141 16231954 18681293 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 THE TEAMSTERS 469 WELFARE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 1 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 1 7 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 7322649000 3400 ROUTE 35 HAZLET NJ 07730 MICHAEL BRODERICK TRUSTEE 1.00 40.00 X 0 127497 76435 RICK WORKMAN TRUSTEE 1.00 X 0 0 0 MICHAEL TKATCH TRUSTEE 1.00 40.00 X 0 125169 75456 MARCELO AFONSO TRUSTEE 1.00 X 0 0 0 DANIEL NEVILLE TRUSTEE 1.00 X 0 0 0 CHRISTINA MONTORIO TRUSTEE 1.00 40.00 X 0 111842 72431 0 364508 224322 0 0 1 0 HORIZON HEALTH CARE SERVICES 3 PENN PLAZA NEWARK NJ 07105 CLAIMS ADMINISTRATION 205233 1 EMPLOYERS' CONTRIBUTIONS 525100 13670104 13670104 PARTICIPANTS' CONTRIBUTIONS 525100 123129 123129 13793233 417815 417815 7521077 7649235 -128158 -128158 -128158 OTHER INCOME 900099 600 600 600 14083490 13793833 0 289657 11252686 68444 22512 28815 8755 32399 37179 50863 378497 34828 38717 24023 1167 9453 PCORI FEE 1392 11989730 671194 3720151 423546 742588 472124 453384 80781 78011 3937 2770 10083248 10431782 2764267 2571903 1955745 1150856 16374061 19073434 45457 313192 96650 78949 142107 392141 X 0 0 0 0 16231954 18681293 16231954 18681293 16374061 19073434 2093760 355579 0 X 0 1 X 0 0 80781 78011 2770 2770 BOYD WATTERSON GSA FUND, LP 2571903 F 2571903 ACCRUED INTEREST 105589 PRESCRIPTION PROGRAM REBATES 328916 STOP LOSS REIMBURSEMENTS 421515 ADVANCE DEPOSIT 205051 RIGHT OF USE ASSET-OPERATING LEASE 41870 DUE FROM BROKERS 47915 1150856 OPERATING LEASE LIABILITIES 41870 DUE TO AFFILIATES 37079 78949 X 14388206 355579 355579 14032627 50863 50863 14083490 11938867 0 11938867 50863 50863 11989730 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 MICHAEL BRODERICK TRUSTEE 0 127497 0 0 0 0 0 46831 0 29604 0 203932 0 0 MICHAEL TKATCH TRUSTEE 0 125169 0 0 0 0 0 45852 0 29604 0 200625 0 0 CHRISTINA MONTORIO TRUSTEE 0 111842 0 0 0 0 0 42827 0 29604 0 184273 0 0 FORM 990, PART VI, SECTION A, LINE 2 UNION TRUSTEES MICHAEL BRODERICK, MICHAEL TKATCH, AND CHRISTINA MONTORIO ARE OFFICERS OF TEAMSTERS LOCAL UNION NO. 469. EACH OF THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO. 469 IN WHICH UNION TRUSTEES BRODERICK, TKATCH, AND MONTORIO ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS. FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF TEAMSTERS LOCAL UNION NO. 469. EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO, 469. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY EACH OF THE TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE FUND AND CONSISTS OF ALL OF THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THIS ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. SECTIONS 404 AND 406 OF THAT ACT PROVIDE THE LEGAL STANDARD AND PROCEDURES WITH REGARD TO CONFLICTS OF INTEREST FOR THE BOARD OF TRUSTEES. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND TO REPORT THEM WHEN THEY OCCUR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT THE FUND'S OFFICE. TEAMSTERS LOCAL 469 WELFARE FUND 3400 HIGHWAY 35 HAZLET NJ 07730 226172237 VEBA EMPLOYER NJ 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 469 UNION 3400 HIGHWAY 35 HAZLET NJ 07730 221010250 VEBA EMPLOYER NJ 501(C)(5) N/A N/A 0 TEAMSTERS LOCAL 469 ANNUITY FUND 3400 HIGHWAY 35 HAZLET NJ 07730 222980666 VEBA EMPLOYER NJ 501(A) N/A N/A 0 TEAMSTERS LOCAL 469 PENSION FUND 3400 HIGHWAY 35 HAZLET NJ 07730 226172237 VEBA EMPLOYER NJ 501(A) N/A N/A 0 BORO OF LAVALLETTE 1306 GRAND CENTRAL AVE LAVALLETTE NJ 08735 216000788 VEBA EMPLOYER NJ N/A N/A 0 BOROUGH OF MANVILLE 325 NORTH MAIN STREET MANVILLE NJ 08835 226002063 VEBA EMPLOYER NJ N/A N/A 0 BOROUGH OF POINT PLEASANT 2233 BRIDGE AVENUE POINT PLEASANT NJ 08742 216001021 VEBA EMPLOYER NJ N/A N/A 0 TOWNSHIP OF BRICK 401 CHAMBERSBRIDGE RD BRICK NJ 08723 216000379 VEBA EMPLOYER NJ N/A N/A 0 TOWNSHIP OF WOODBRIDGE 1 MAIN STREET WOODBRIDGE NJ 07095 226002416 VEBA EMPLOYER NJ N/A N/A 0 WASHINGTON TOWNSHIP 43 SCHOOLEYS MOUNTAIN ROAD LONG VALLEY NJ 07853 226002377 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BROWNSTONE AVE PORTLAND CT 06480 061434797 VEBA EMPLOYER CT N/A 0 SEVENSON ENVIRONMENTAL SERV 2749 LOCKPORT RD NIAGARA FALLS NY 14305 160997941 VEBA EMPLOYER NY N/A 0 STERLING PIPELINE SOLUTIONS INC 501 E 151ST STREET PHOENIX IL 60426 814474612 VEBA EMPLOYER IL N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 TEAMSTERS 469 PENSION FUND O 36307 CASH TEAMSTERS 469 ANNUITY FUND O 14054 CASH