2025-08-13T16:35:00-05:00 2024-09-30 582663273 SYMPHONA LLP 118 PARK OF COMMERCE DR STE 200 SAVANNAH GA 31405 990 2023-10-01 566153337 EMPLOYERS - ILA NC PORTS CONTAINERIZATION VACATION PLAN EMPL 9107638577 P O BOX 1116 WILMINGTON NC 284021116 KATHY WOMACK ADMINISTRATOR 9107638577 2025-08-13 1 1 ROBERT C REESE P01282154 9122381001 2025-08-13 X 2023 2025-03-06 01:10:19Z GREGORY WASHINGTON P O BOX 1116 WILMINGTON NC 284021116 4243032 0 X N/A X 1972 NC TO COLLECT CONTAINER ROYALTY TONNAGE ASSESSMENTS AS DETERMINED BY THE MASTER CONTRACT, TO PAY WELFARE CONTAINER ROYALTY BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES AND TO PAY FOR THE PAYROLL TAXES RELATED TO THOSE BENEFITS. 9 4 1 0 0 0 0 0 4071283 4101769 112532 141263 0 0 4183815 4243032 0 0 3758153 3749816 138701 146984 0 0 0 165509 178694 4062363 4075494 121452 167538 4261353 4421737 3859001 3851847 402352 569890 TO COLLECT CONTAINER ROYALTY TONNAGE ASSESSMENTS AS DETERMINED BY THE MASTER CONTRACT, TO PAY WELFARE CONTAINER ROYALTY BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES AND TO PAY FOR THE PAYROLL TAXES RELATED TO THOSE BENEFITS. 0 0 COLLECTED CONTAINER ROYALTY TONNAGE ASSESSMENTS AND PAID WELFARE CONTAINERIZATION BENEFITS TO 333 ELIGIBLE PARTICIPANTS AND/OR BENEFICIARIES AND PAID THE RELATED PAYROLL TAXES ON THOSE BENEFITS. 0 0 0 0 0 0 0 0 0 1 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 8 0 1 1 1 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KATHY WOMACK 9107638577 PO BOX 1116 WILMINGTON NC 284021116 PAUL LOKEY EMPLOYER TRUSTEE 0.20 X 0 0 0 MICHAEL CLEMMONS UNION TRUSTEE 0.20 X 12165 28 0 CHARLES E SEATON UNION TRUSTEE 0.10 X 12165 83 0 JOHN W ELLIS UNION TRUSTEE 0.10 X 12165 0 0 RYAN MAYER EMPLOYER TRUSTEE CHAIRMAN 0.20 X 0 0 0 KEM FRINK UNION TRUSTEE 0.10 X 12165 28 0 GREGORY WASHINGTON UNION TRUSTEE CHAIRMAN 0.20 X 0 83 0 PERTY GRISSETT ALTERNATE-UNION TRUSTEE 0.10 X 12165 83 0 LUKE DOREMUS ALT. EMPLOYER TRUST. 0.20 X 0 0 0 ADAM BALDERSON EMPLOYER TRUSTEE 0.20 X 0 0 0 TERRY SYDNOR EMPLOYER TRUSTEE 0.20 X 0 0 0 GLEN HART ALTERNATE-UNION TRUSTEE 0.10 X 12165 13019 0 KENNETH EVANS ALTERNATE-UNION TRUSTEE 0.10 X 12165 0 0 GREGORY MELTON ALTERNATE-UNION TRUSTEE 0.10 X 12165 17 0 TONY THOMPSON ALT. EMPLOYER TRUST. 0.10 X 0 0 0 97320 13341 0 1 0 0 0 0 EMPLOYER CONTAINER ROY 525100 3759407 3759407 CRCCF ASSISTANCE FUNDI 525100 342362 342362 4101769 141263 141263 4243032 4243032 0 0 3749816 103340 14144 21446 8054 15110 5146 102 4554 7921 134865 72 7167 CONTRACTED SERVICES 3757 4075494 3888204 3772250 366764 643144 6119 6149 1941 1747 266 194 4261353 4421737 3859001 3851847 3859001 3851847 X 0 0 0 0 402352 569890 402352 569890 4261353 4421737 167538 0 X 0 1 X 1 0 1941 1747 194 194 X 4243032 0 4243032 0 4243032 4075494 0 4075494 0 4075494 PART X, LINE 2: GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN, AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OF LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE UNITED STATES FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEE BOARD REPRESENTS ELECTED PRESIDENTS AND VICE PRESIDENTS FROM PARTICIPATING LOCAL UNIONS AND REPRESENTATIVES OF EMPLOYERS THAT ARE BOTH PARTIES TO THE COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMEENTS. THE LOCAL UNION PRESIDENTS ARE ELECTED BY GOOD STANDING MEMBERS OF THEIR RESPECTIVE UNIONS. EMPLOYER REPRESENTATIVES ARE NORMALLY MEMBERS OF THE NORTH CAROLINA SHIPPING ASSOCIATION (NCSA). THE NCSA'S LOCAL MEMBERS HAVE THE AUTHORITY TO ELECT THE EMPLOYER/MANAGEMENT POSITIONS ON THE TRUSTEE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE MADE AWARE OF INFORMATION TO BE DISCLOSED ON FORM 990 DURING THE TRUSTEE'S MEETINGS DURING THE YEAR. ANY INFORMATION OF CONCERN IS DISCUSSED DURING THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE AWARE OF THE CONFLICT OF INTEREST POLICY BECAUSE THE SAME GUIDELINES ARE ALSO IN ERISA AND THE AGREEMENT AND DECLARATION OF THE TRUSTS OF THE PLAN, TO WHICH THE TRUSTEES MUST ADHERE AS FIDUCIARIES OF THE PLAN. ANY ITEMS OR ISSUES OF CONCERN THAT COME TO THE ATTENTION OF ANY TRUSTEE, ADMINISTRATOR, EMPLOYEE, ACTUARY, CONSULTANT, OR THE PLAN'S ATTORNEY MAY BE INITIALLY DISCUSSED WITH ANY TRUSTEE AND/OR THE PLAN'S ATTORNEY FOR CLARITY, AND RESEARCHED, IF REQUIRED. IF REQUIRED, THE ISSUE WOULD BE DISCUSSED AT THE NEXT SCHEDULED TRUSTEES' MEETING TO BE ADDRESSED BY THE ENTIRE TRUSTEE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN IS REQUIRED TO ANNUALLY DISTRIBUTE THE PLAN'S SUMMARY ANNUAL REPORT TO ALL PARTICIPANTS. THE SUMMARY ANNUAL REPORT IS REQUIRED TO INFORM THE PARTICIPANTS OF THEIR RIGHTS TO CERTAIN INFORMATION AND DOCUMENTS PERTAINING TO THE PLAN AND HOW THEY CAN OBTAIN THE INFORMATION. THE PLAN IS ALSO REQUIRED TO DISTRIBUTE TO EACH PARTICIPANT A SUMMARY PLAN DESCRIPTION OF THE PLAN THAT EXPLAINS THE PARTICIPANT'S BENEFITS AND RIGHTS UNDER THE PLAN. THE PLAN HAS AN EMPLOYEE HANDBOOK COVERING ALL POLICIES THAT HAVE BEEN APPROVED BY THE BOARD AND DISCUSSED WITH EMPLOYEES. EMPLOYERS - ILA NC PORTS PENSION PO BOX 1116 WILMINGTON NC 284021116 516102977 MULTIEMPLOYER PENSION PLAN NC 401 N/A 0 EMPLOYERS - ILA NC PORTS WELFARE PO BOX 1116 WILMINGTON NC 284021116 582126333 MULTIEMPLOYER WELFARE PLAN NC 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 EMPLOYERS - ILA NC PORTS WELFARE PLAN P 134865 PERCENTAGE ALLOCATION - S SCHEDULE R - ADDITIONAL INFORMATION TOTAL INDIRECT EXPENSES (OFFICE EXPENSE, OPERATING COSTS) OF THE WELFARE PLAN ARE ALLOCATED TO THE CONTAINERIZATION PLAN BASED ON PERCENTAGE OF TIME EMPLOYEES SPEND ON THE CONTAINERIZATION PLAN DURING THE PRIOR YEAR. ONCE AN AVERAGE PERCENTAGE IS DETERMINED, THE PERCENTAGE IS APPLIED TO LAST YEAR'S OPERATING COSTS TO DETERMINE A LUMP SUM AMOUNT THE CONTAINERIZATION PLAN WILL PAY AS AN ADMINISTRATIVE FEE FOR THE CURRENT YEAR.