2025-11-06T14:44:06-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 221552880 TEAMSTERS LOCAL 469 WELFARE FUND TEAM 7322649000 3400 ROUTE 35 HAZLET NJ 07730 MICHAEL BRODERICK TRUSTEE 7322649000 2025-11-06 1 1 RAYMOND HARGADON CPA P01780635 9082727000 2024 2025-03-06 01:10:19Z MICHAEL BRODERICK 3400 ROUTE 35 HAZLET NJ 07730 22645896 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 13793233 13255935 289657 455274 600 4405 14083490 13715614 0 0 11252686 11977734 128526 144428 0 0 0 608518 697570 11989730 12819732 2093760 895882 19073434 19909254 392141 309029 18681293 19600225 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 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 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 128801 78050 MICHAEL TKATCH TRUSTEE 1.00 40.00 X 0 126449 76716 MARCELO AFONSO TRUSTEE 1.00 X 0 0 0 CHRISTINA MONTORIO TRUSTEE 1.00 40.00 X 0 112986 73620 RICK WORKMAN TRUSTEE 1.00 X 0 0 0 DANIEL NEVILLE TRUSTEE 1.00 X 0 0 0 0 368236 228386 0 0 1 0 HORIZON HEALTH CARE SERVICES 3 PENN PLAZA NEWARK NJ 07105 CLAIMS ADMINISTRATION 176601 1 EMPLOYERS' CONTRIBUTIONS 525100 13134627 13134627 PARTICIPANTS' CONTRIBUTIONS 525100 121308 121308 13255935 477713 477713 8907843 8930282 -22439 -22439 -22439 OTHER INCOME 900099 4405 4405 4405 13715614 13260340 0 455274 11977734 76275 25237 36235 6681 42764 57166 55688 354787 45599 98679 24361 3346 1167 8999 PCORI FEE 3777 CONFERENCES, SEMINARS, 1237 12819732 3720151 4302672 742588 549118 453384 524955 80781 79178 2770 1603 10431782 11484849 2571903 2055114 1150856 990943 19073434 19909254 313192 280943 78949 28086 392141 309029 X 0 0 0 0 18681293 19600225 18681293 19600225 19073434 19909254 895882 23050 0 X 0 1 X 0 0 80781 79178 1603 1603 BOYD WATTERSON GSA FUND, LP 2055114 F 2055114 OPERATING LEASE LIABILITIES 28086 28086 X 13682976 23050 23050 13659926 55688 55688 13715614 12764044 0 12764044 55688 55688 12819732 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 128801 0 0 0 0 0 47855 0 30195 0 206851 0 0 MICHAEL TKATCH TRUSTEE 0 126449 0 0 0 0 0 46521 0 30195 0 203165 0 0 CHRISTINA MONTORIO TRUSTEE 0 112986 0 0 0 0 0 43425 0 30195 0 186606 0 0 FORM 990, PART VI, SECTION A, LINE 2 UNION TRUSTEES 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 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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135207035 VEBA EMPLOYER NJ N/A 0 LDL ENTERPRIZES NORTH INC 99 AGRESS ROAD CLARKSBURG NJ 08510 223665728 VEBA EMPLOYER NJ N/A 0 MICHELS CORPORATION PO BOX 128 BROWNSVILLE WI 53006 390970311 VEBA EMPLOYER WI N/A 0 MITCHELL SUPREME FUEL CO 532 FREEMAN STREET ORANGE NJ 07050 221688446 VEBA EMPLOYER NJ N/A 0 NEW YORK TERMINALS II LLC 534 SOUTH FRONT STREET ELIZABETH NJ 07202 203711316 VEBA EMPLOYER NJ N/A 0 NORTHEAST REMSCO CONST INC 1433 HIGHWAY 34 SOUTH FARMINGDALE NJ 07727 223131714 VEBA EMPLOYER NJ N/A 0 PETILLO INC 167 FLANDERS-NETCONG RD FLANDERS NJ 07836 VEBA EMPLOYER 0 PETRO FUEL 1000 WOODBURY RD WOODBURY NY 11747 VEBA EMPLOYER 0 PRIME LUBE INC 800 ROOSEVELT AVE CARTERET NJ 07008 223036992 VEBA EMPLOYER NJ N/A 0 SIL CRETE INC 355 NEWBOLD ROAD FAIRLESS HILLS PA 19020 231707627 VEBA EMPLOYER NJ N/A C 0 SIL KEMP CONCRETE 355 NEWBOLD ROAD FAIRLESS HILLS PA 19020 231607518 VEBA EMPLOYER NJ N/A C 0 SIX FLAGS GREAT ADVENTURE PO BOX 120 JACKSON NJ 08527 208398235 VEBA EMPLOYER NJ N/A 0 STAVOLA ASPHALT CO INC PO BOX 482 RED BANK NJ 07701 223016299 VEBA EMPLOYER NJ N/A 0 TAYLOR OIL CO INC PO BOX 974 SOMERVILLE NJ 08876 221739466 VEBA EMPLOYER NJ N/A 0 TRUMBULL CORPORATION PO BOX 6774 PITTSBURGH PA 15212 251021993 VEBA EMPLOYER PA N/A 0 US PIPELINE INC 8100 WASHINGTON AVE SUITE 200 HOUSTON TX 77007 522129576 VEBA EMPLOYER TX N/A 0 YARDVILLE SUPPLY CO PO BOX 8427 HAMILTON NJ 08650 210626198 VEBA EMPLOYER NJ N/A 0 ML RUBERTON CONSTRUCTION CO INC 1512 MAYS LANDING RD HAMMONTON NJ 08037 VEBA EMPLOYER NJ N/A 0 AMERICAN PILE AND FOUNDATION LLC 61 COUNTY LINE RD SOMERVILLE NJ 08876 320400145 VEBA EMPLOYER NJ N/A 0 APPLIED LANDSCAPE TECHNOLOGIES PO BOX 608 MONTVILLE NJ 07045 223144785 VEBA EMPLOYER NJ N/A 0 BERTO CONSTRUCTIONS 625 LEESVILLE AVE RAHWAY NJ 07065 221863748 VEBA EMPLOYER NJ N/A 0 CARSON CORP 171 NJ-94 LAFAYETTE NJ 07848 222852356 VEBA EMPLOYER NJ N/A 0 DELAWARE TOWNSHIP 570 ROSEMONT-RINGOES RD SERGEANTSVILLE NJ 08557 226001744 VEBA EMPLOYER NJ N/A 0 HOP ENERGY 36 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 33653 CASH TEAMSTERS 469 ANNUITY FUND O 16203 CASH