2025-07-23T09:12:24-05:00 2024-09-30 720567396 DUPLANTIER HRAPMANN HOGAN & MAHER LLP 3510 N CAUSEWAY BLVD SUITE 500 METAIRIE LA 70002 990 2023-10-01 720570875 BOARD OF TRUSTEES NEW ORLEANS EMPLOYERS INTERNATIONAL LONGSHOREMEN'S ACCOC NEWO 5045250309 HEALTH AND WELFARE PLAN B NEW ORLEANS LA 701304505 THOMAS R DANIEL ADMINISTRATOR 5045250309 2025-07-22 1 1 LINDSAY J CALUB CPA P01268022 5045868866 2023 2025-03-06 01:10:19Z THOMAS R DANIEL 721 RICHARD STREET SUITE B NEW ORLEANS LA 701304505 2038183 0 X WWW.NOEILA.COM X 1957 LA TO PROVIDE MEDICAL, MENTAL HEALTH, DISABILITY, LIFE INS. AND COVID SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO QUALIFIED PARTICIPANTS. 10 8 9 0 0 0 0 0 1964011 2010769 23372 24842 0 2572 1987383 2038183 0 0 1316294 1293947 447009 450705 0 0 0 253651 264836 2016954 2009488 -29571 28695 1717433 1742480 1281147 1277498 436286 464982 TO PROVIDE MEDICAL, MENTAL HEALTH, LIFE/A&D AND TEMPORARY DISABILITY INCOME AND SUPPLEMENTAL UNEMPLOYMENT (COVID RELIEF) BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. 0 0 SOLE PROGRAM SERVICE ACTIVITY CONSISTS OF EMPLOYER AND RETIRED EMPLOYEE CONTRIBUTIONS. DISBURSEMENTS ARE BASED ON MEDICAL, DISABILITY, MENTAL HEALTH, LIFE BENEFITS AND SUPPLEMENTAL UNEMPLOYMENT (COVID RELIEF). 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 9 1 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THOMAS DANIEL 5045250309 721 RICHARD ST SUITE B NEW ORLEANS LA 70130 X NICK JUMONVILLLE CO-CHAIRMAN 2.00 3.00 X 0 0 0 KRISTOPHER CALKINS MANAGEMENT TRUSTEE 2.00 3.00 X 0 0 0 BERTRAND MAYLIN MANAGEMENT TRUSTEE 2.00 3.00 X 0 0 0 KEITH PALMISANO MANAGEMENT TRUSTEE 2.00 3.00 X 0 0 0 BLAINE ERLICH LABOR TRUSTEE 2.00 3.00 X 0 0 0 HENRY E GLOVER JR LABOR TRUSTEE 2.00 3.00 X 0 0 0 MICHAEL A HOELZEL CO-CHAIRMAN 2.00 38.00 X 0 149322 37872 KERRY BROWN LABOR TRUSTEE 2.00 3.00 X 0 0 0 WILLIAM FITZPATRICK MANAGEMENT TRUSTEE 2.00 3.00 X 0 0 0 CHRISTOPHER HAMMOND LABOR TRUSTEE 2.00 38.00 X 0 149322 37872 THOMAS R DANIEL ADMINISTRATOR 15.00 20.00 X 82202 85557 21397 82202 384201 97141 0 0 1 0 0 TRANSFER FROM ROYALTY 900099 1270000 1270000 TRANSFER FROM CPR FUND 900099 500000 500000 TRANSFER FROM MILA 900099 222967 222967 RETIRED EMPLOYEE CONTR 900099 17802 17802 2010769 24842 24842 EXPERIENCE REFUND-ULLI 900099 2449 2449 OTHER INCOME 900099 123 123 2572 2038183 2013341 0 24842 1293947 85207 236188 84745 44565 10296 27440 6360 33458 12360 71822 26233 33606 25719 MISCELLANEOUS 9070 COMMUNICATIONS 6976 EQUIPMENT RENTAL & MAIN 1496 2009488 79050 121009 337793 112772 1276064 1486799 24526 21900 1717433 1742480 43940 45340 1237207 1232158 1281147 1277498 X 0 0 0 0 436286 464982 436286 464982 1717433 1742480 X 28695 1 X 0 1 X 0 0 0 BENEFITS PAYABLE 1159290 DUE TO OTHER FUNDS 72868 1232158 2032841 0 2032841 5342 5342 2038183 1989173 0 1989173 5342 14973 20315 2009488 FORM 990 SCHEDULE 7 LINE 4B CHANGE IN HEALTH CLAIMS PAYABLE - 14973 X 0 0 0 THOMAS R DANIEL ADMINISTRATOR 82202 85557 0 0 0 0 0 0 21397 0 103599 85557 0 0 MICHAEL A HOELZEL CO-CHAIRMAN 0 149322 0 0 0 0 0 0 0 37872 0 187194 0 0 CHRISTOPHER HAMMOND LABOR TRUSTEE 0 149322 0 0 0 0 0 0 0 37872 0 187194 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS SIGNED BY THE PLAN ADMINISTRATOR AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AT A BOARD OF TRUSTEES MEETING FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE FOR REVIEW. FORM 990, PART VII, COMPENSATION OF OFFICER THE ORGANIZATION IS ALLOCATED A PORTION OF THE ADMINISTRATIVE SALARY BASED ON ACTUAL TIME SPENT PROVIDING ADMINISTRATION SERVICES. DURING THE CURRENT YEAR THE ORGANIZATION WAS ALLOCATED $82,202 OF THE ADMINISTRATOR'S TOTAL SALARY OF $167,759. FORM 990, PART XI, LINE 9: ROUNDING 1. NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO VACATION AND HOLIDAY 721 RICHARD ST STE B NEW ORLEANS LA 701304505 720501072 VACATION AND HOLIDAY BENEFIT LA 501(C)9 N/A N/A 0 NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO PENSION FUND 721 RICHARD ST STE B NEW ORLEANS LA 701304505 726023317 PENSION PLAN LA 501(A) N/A N/A 0 NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO ROYALTY ESCROW ACCT 721 RICHARD ST STE B NEW ORLEANS LA 701304505 720717007 DISTRIBUTES ROYALTY PAYMENTS LA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO ROYALTY ESCROW ACCOU Q 4416 SEE SUPPLEMENTAL INFORMATION NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO ROYALTY ESCROW ACCOU O 9300 SEE SUPPLEMENTAL INFORMATION NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO ROYALTY ESCROW ACCOU S 1270000 SEE SUPPLEMENTAL INFORMATION NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO PENSION FUND O 314837 SEE SUPPLEMENTAL INFORMATION NEW ORLEANS EMPLOYERS INT LONGSHOREMEN'S ASSOC AFL-CIO VACATION AND HOLIDAY O 19677 SHARED SERVICES AGREEMENT PART V LINE 2(A)(1) REIMBURSEMENT OF 6% OF MAIN OFFICE RENT EXPENSE FOR CYBER LIABILITY INSURANCE PREMIUM AND SOFTWARE MAINTENACE FEES BY THE ROYALTY ESCROW ACCOUNT TO THE VACATION AND HOLIDAY FUND. PART V LINE 2(A)(2) ANNUAL SALARIES PAID BY ROYALTY ACCOUNT TO FOUR FUND EMPLOYEES FOR PERFORMING ROYALTY RELATED SERVICES. PART V LINE 2(A)(3) DISTRIBUTION FROM NOE-ILA ROYALTY ACCOUNT IS ALLOCATED BETWEEN VACATION/HOLIDAY FUND AND WELFARE FUND BASED UPON ESTIMATED CLAIMS AND EXPENSES OF EACH FUND FOR UPCOMING YEAR. PART V LINE 2(A)(4) & (5) ANNUAL SALARIES PAID TO 9 FUND EMPLOYEES BY THE VACATION AND HOLIDAY FUND AND PENSION FUND