2025-07-14T08:56:25-05:00 2024-09-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-10-01 570381219 WATERFRONT EMPLOYERS - ILA WELFARE PL WATE 8437235561 899 MORRISON DRIVE PO BOX 21889 CHARLESTON SC 294131889 JAMES BENNETT PLAN ADMINISTRATOR 8437235561 2025-07-14 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z 899 MORRISON DRIVE PO BOX 21889 CHARLESTON SC 294131889 21990599 0 X N/A X 1948 SC SEE SCHEDULE O 6 6 1506 0 0 0 0 0 17293351 17280449 572619 258399 63480 71274 17929450 17610122 0 0 16814924 15339191 0 0 0 0 0 977583 1062609 17792507 16401800 136943 1208322 11892617 12636014 2625524 1860416 9267093 10775598 THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, PRESCRIPTION, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, PRESCRIPTION, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 56 0 1 1506 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES BENNETT 8437235561 899 MORRISON DRIVE CHARLESTON SC 29413 NEAL EDGERTON CO-CHAIRMAN/TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM J BEAN CO-CHAIRMAN/TRUSTEE 1.00 0.00 X 0 0 0 PAUL FERRI - THRU 1123 MGMT TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH HAIGLER - EFF 1123 MGMT TRUSTEE 1.00 0.00 X 0 0 0 MARK WEATHERFORD MGMT TRUSTEE 1.00 0.00 X 0 0 0 CHARLES BRAVE JR LABOR TRUSTEE 1.00 0.00 X 0 0 0 SAM CLAXTON ALT MGMT TRUSTEE 1.00 0.00 X 0 0 0 JEREMIAH PERRY JR ALT LABOR TRUSTEE 1.00 0.00 X 0 0 0 JASON DOUGLAS ALT MGMT TRUSTEE 1.00 0.00 X 0 0 0 BILL YOUNG ALT MGMT TRUSTEE 1.00 0.00 X 0 0 0 JAMES HOLLIDAY ALT LABOR TRUSTEE 1.00 0.00 X 0 0 0 BENJAMIN FLOWERS JR ALT LABOR TRUSTEE 1.00 0.00 X 0 0 0 LEONARD A BAILEY LABOR TRUSTEE 1.00 0.00 X 0 0 0 JAMES BENNETT PLAN ADMINISTRATOR 8.00 32.00 X 0 194602 36438 DEBORAH SMALLS PENSION COORDINATOR 8.00 32.00 X 0 128308 36438 SUSAN BAKER SENIOR ACCOUNTANT 8.00 32.00 X 0 114786 36438 0 437696 109314 0 0 1 0 0 EMPLOYERS' CONTRIBUTIONS 483000 17173546 17173546 INCOME FROM CR-5 FUND 483000 106903 106903 17280449 257195 257195 4381681 4380477 1204 1204 1204 OTHER INCOME 483000 71274 71274 71274 17610122 17280449 0 329673 15339191 29627 62000 23326 73739 31213 109933 92132 25628 12308 82630 REIMB P/R AND BENEFITS 503610 PRINTING & POSTAGE 8632 TELEPHONE 7831 16401800 3156882 2295182 713310 1601395 1291315 1031908 245315 259407 7777110 8480030 11892617 12636014 593586 576362 2031938 1284054 2625524 1860416 X 0 0 0 0 9267093 10775598 9267093 10775598 11892617 12636014 1208322 300183 0 X X 0 1 X 1 0 215732 215732 797594 785872 11722 254504 222551 31953 23485 23485 0 259407 BENEFITS PAYABLE 1284054 1284054 17886979 300183 300183 17586796 23326 23326 17610122 17126358 0 17126358 23326 -747884 -724558 16401800 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE -747,884. X 0 0 0 JAMES BENNETT PLAN ADMINISTRATOR 0 194602 0 0 0 0 0 14670 0 21768 0 231040 0 0 DEBORAH SMALLS PENSION COORDINATOR 0 128308 0 0 0 0 0 14670 0 21768 0 164746 0 0 SUSAN BAKER SENIOR ACCOUNTANT 0 114786 0 0 0 0 0 14670 0 21768 0 151224 0 0 FORM 990 - PART I SUMMARY LINE 1 THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, PRESCRIPTION, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE UNIONS AND EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE PLAN ADMINISTRATOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL AFIRMATION OF THE CONFLICT OF INTEREST POLICY IS PERFORMED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT OFFICIALS, OTHER OFFICERS & KEY EMPLOYEES IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART XII, LINE 2C ACCRUAL WATERFRONT EMPLOYERS - ILA PENSION PL 899 MORRISON DRIVE CHARLESTON SC 29413 576027499 BENEFIT FUND SC 501(A) N/A N/A 0 CONTAINER ROYALTY SUP CASH BENEFIT 899 MORRISON DRIVE CHARLESTON SC 29413 570551096 ROYALTY SC 501(C)(5) N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST (A) NAME CERES MARINE TERMINALS CHARLESTON GATE CHARLESTON PORT SVC CHARLESTON STEVEDORING CO COASTAL GREAT SOUTHERN MRS. CONTAINER MAINTENANCE PORTS AMERICA - MTC SOUTHEAST CRESCENT STEVEDORING SVC OF AMER-SSA/COOPER PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM THEIR APPOINTING UNIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE UNIONS. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE 990 OF THEIR UNION.