2024-11-05T15:55:17-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 136086162 MANAGEMENT-LABOR WELFARE FUND LOCAL 1730 ILA MANA 6098836688 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 WAYNE WALSH TRUSTEE 6098836688 2024-11-05 1 1 RAYMOND HARGADON CPA P01780635 9082727000 2023 2024-10-15 13:58:12Z WAYNE WALSH 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 1376775 0 X N/A X 1963 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 2 1 0 0 0 0 0 0 1214944 609722 8407 -22706 0 0 1223351 587016 0 0 1391254 1366322 17806 13355 0 0 0 112382 102727 1521442 1482404 -298091 -895388 899191 12028 38310 1025 860881 11003 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. 0 0 PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 1 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 6098836688 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 WAYNE WALSH TRUSTEE (ALTERNATE) 1.00 18.75 X 0 0 0 MICHAEL DAY TRUSTEE (ALTERNATE) 1.00 X 0 0 0 MARK GLADFELTER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER WALSH TRUSTEE 15.00 37.50 X 0 0 0 MICHAEL BULL TRUSTEE 1.00 X 500 0 0 500 0 0 0 0 0 0 0 EMPLOYERS' CONTRIBUTIO 525100 609722 609722 609722 14424 14424 752629 789759 -37130 -37130 -37130 587016 609722 0 -22706 1366322 13355 6570 21647 12752 2288 50152 500 7428 BENEFIT CLAIMS ADMINIST 850 BANK CHARGES 540 1482404 64626 12028 104726 0 134 0 729705 0 899191 12028 38310 1025 38310 1025 X 0 0 0 0 860881 11003 860881 11003 899191 12028 -895388 45510 0 X 0 1 X 0 0 0 X 630238 45510 45510 584728 2288 2288 587016 1480116 0 1480116 2288 2288 1482404 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKENTHAT WOULD REQUIRE RECOGNITIONOF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 2 UNION TRUSTEE CHRISTOPHER WALSH AND ALTERNATE TRUSTEE WAYNE WALSH ARE OFFICERS OF ILA LOCAL UNION NO. 1730. EMPLOYER ALTERNATE TRUSTEE MICHAEL DAY IS EMPLOYED BY A COMPANY THAT HAS A COLLECTIVE BARGAINING AGREEMENT WITH ILA LOCAL UNION NO. 1730 IN WHICH UNION TRUSTEE CHRISTOPHER WALSH AND ALTERNATE TRUSTEE WAYNE WALSH ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE COMPANIES THAT THE EMPLOYER TRUSTEE'S REPRESENT AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYER 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 ILA LOCAL UNION NO. 1730. SINCE THERE WERE NO REMAINING CONTRIBUTING EMPLOYERS TO THE FUND EFFECTIVE AUGUST 7, 2023, THE TRUSTEES DETERMINED THAT IT WAS IN THE BEST INTEREST OF THE FUND TO PROVIDE FOR A PROFESSIONAL TRUSTEE TO ACT AS AN EMPLOYER TRUSTEE AND APPOINTED SUCH TRUSTEE. THE APPOINTING EMPLOYER TRUSTEE MAY NAME A SUCCESSOR WHO IS NOT AFFILIATED WITH ANY CONTRIBUTING EMPLOYER WHO WILL SERVE AS A SUBSEQUENT PROFESSIONAL TRUSTEE. 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. ILA 1730 PENSION FUND 830 BEAR TAVERN ROAD WEST TRENTON NJ 08628 136086163 PENSION FUND NY 501(A) N/A 0 NEW PENN MOTOR EXPRESS 625 SOUTH FIFTH AVENUE LEBANON PA 17042 232209533 TRUCKING PA N/A C 0 ROADWAY EXPRESS 10990 ROE AVENUE OVERLAND PARK KS 66211 340492670 TRUCKING DE N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0