Form 990 for tax year 2022
Filed by INTERNATIONAL LONGSHOREMENS ASSN EMPLOYEES WELFARE FUND.
Totals
- Total revenue
- $42,458,499
- Total expenses
- $30,021,999
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $31,626,061
- Investment income
- $10,623,417
- Other revenue
- $209,021
- Total assets, end of year
- $29,055,171
- Total liabilities, end of year
- $38,621
- Net assets or fund balances, end of year
- $29,016,550
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: HEALTH AND WELFARE BENEFITS
total $31,626,061 · related or exempt $31,626,061
-
3 · Investment income
total $319,931 · excluded $319,931
-
7a · Gross sales of assets other than inventory
other assets $10,451,845
-
7b · Less cost or other basis and sales expenses
other assets $148,359
-
7c · Gain or loss
other assets $10,303,486
-
7d · Net gain or loss
total $10,303,486 · related or exempt $10,303,486
-
11a · Other revenue: BAD DEBT RECOVERIES
total $186,000 · related or exempt $186,000
-
11b · Other revenue: MISCELLANEOUS
total $20,550 · related or exempt $20,550
-
11c · Other revenue: PANDEMIC RELIEF
total $2,471 · related or exempt $2,471
-
11e · Other revenue, total
$209,021
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $27,892,842
-
5 · Compensation of officers, directors and key employees
total $87,065
-
7 · Other salaries and wages
total $298,754
-
8 · Pension plan contributions
total $11,038
-
10 · Payroll taxes
total $668,241
-
11b · Fees: legal
total $78,337
-
11c · Fees: accounting
total $174,251
-
11g · Fees: other
total $8,500
-
13 · Office expenses
total $11,533
-
14 · Information technology
total $247,582
-
16 · Occupancy
total $114,240
-
19 · Conferences, conventions and meetings
total $67,474
-
22 · Depreciation, depletion and amortization
total $162,986
-
23 · Insurance
total $43,606
-
24a · Other expenses: PROPERTY TAXES
total $54,840
-
24b · Other expenses: LICENSES AND PERMITS
total $36,118
-
24c · Other expenses: BANK CHARGES
total $28,330
-
24d · Other expenses: TELEPHONE AND UTILITIES
total $16,120
-
24e · All other expenses
total $20,142
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,765,850 · end of year $743,468
-
2 · Savings and temporary cash investments
beginning of year $500,322 · end of year $17,148,114
-
4 · Accounts receivable
beginning of year $4,416,657 · end of year $3,122,639
-
9 · Prepaid expenses and deferred charges
beginning of year $299,676 · end of year $381,363
-
10a · Land, buildings and equipment: cost or other basis
$3,696,188
-
10b · Land, buildings and equipment: accumulated depreciation
$1,243,974
-
10c · Land, buildings and equipment, net
beginning of year $2,565,625 · end of year $2,452,214
-
15 · Other assets
beginning of year $4,071,528 · end of year $5,207,373
-
17 · Accounts payable and accrued expenses
beginning of year $39,608 · end of year $38,621
-
27 · Net assets without donor restrictions
beginning of year $16,580,050 · end of year $29,016,550
Mission and programs · 2022
Mission
THE ORGANIZATION IS A PARTIALLY INSURED PLAN PROVIDING HEALTH AND OTHER BENEFITS TO ALL ELIGIBLE PARTICIPANTS OF THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO) EMPLOYERS' FRINGE BENEFIT FUNDS, SOUTHEAST FLORIDA PORTS, AND COVERED DEPENDENTS, UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS.
-
DURING THE PLAN YEAR ENDED SEPTEMBER 30, 2023, THE PLAN PROVIDED MEDICAL, DENTAL, PRESCRIPTION DRUGS AND VISION BENEFITS TO 1,676 PARTICIPANTS AND THEIR DEPENDENTS; LIFE INSURANCE BENEFITS TO 1,701 PARTICIPANTS AND THEIR DEPENDENTS; REIMBURSEMENT OF MEDICARE PREMIUMS TO 487 PATICIPANTS AND THEIR DEPENDENTS; VACATION AND HOLIDAY BENEFITS TO 1,186 PARTICIPANTS AND LEGAL REIMBURSEMENT BENEFIT TO 1,738 PARTICPANTS AND THEIR DEPENDENTS. THERE WERE NO SUPPLEMENTAL INCOME BENEFITS PROVIDED TO PLAN PARTICIPANTS.
-
DURING THE PLAN YEAR ENDED SEPTEMBER 30, 2023, THE PLAN PROVIDED MEDICAL, DENTAL, PRESCRIPTION DRUGS AND VISION BENEFITS TO 1,676 PARTICIPANTS AND THEIR DEPENDENTS; LIFE INSURANCE BENEFITS TO 1,701 PARTICIPANTS AND THEIR DEPENDENTS; REIMBURSEMENT OF MEDICARE PREMIUMS TO 487 PATICIPANTS AND THEIR DEPENDENTS; VACATION AND HOLIDAY BENEFITS TO 1,186 PARTICIPANTS AND LEGAL REIMBURSEMENT BENEFIT TO 1,738 PARTICPANTS AND THEIR DEPENDENTS. THERE WERE NO SUPPLEMENTAL INCOME BENEFITS PROVIDED TO PLAN PARTICIPANTS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Elise DixonELISE DIXON
FUND MANAGER
- Total calculated
- $159,686
- From this org
- $87,065
- From related orgs
- $45,859
- Other
- $26,762
- Hours/week
- 20.4 + 19.6 related
Schedule J breakdown matched by us
- Base
- $87,065 + $45,859 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $5,415 related
- Nontaxable benefits
- $21,347
- Filer's total
- $108,412 + $51,274 related
-
Eugene DixonEUGENE DIXON
TRUSTEE
- Total calculated
- $185,798
- From this org
- $5,200
- From related orgs
- $180,175
- Other
- $423
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $166,996 related
- Bonus
- not reported
- Other
- $5,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $5,525 + $180,273 related
-
Dana FergusonDANA FERGUSON
TRUSTEE
- Total calculated
- $185,064
- From this org
- $5,200
- From related orgs
- $179,441
- Other
- $423
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $166,262 related
- Bonus
- not reported
- Other
- $5,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $5,525 + $179,539 related
-
Johnnie DixonJOHNNIE DIXON
TRUSTEE
- Total calculated
- $257,202
- From this org
- $4,200
- From related orgs
- $252,579
- Other
- $423
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $239,400 related
- Bonus
- not reported
- Other
- $4,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $4,525 + $252,677 related
-
Anthony GrossANTHONY GROSS
TRUSTEE
- Total calculated
- $160,973
- From this org
- $5,200
- From related orgs
- $155,350
- Other
- $423
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $142,171 related
- Bonus
- not reported
- Other
- $5,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $5,525 + $155,448 related
-
Luis GonzalezLUIS GONZALEZ
TRUSTEE
- Total calculated
- $288,786
- From this org
- $0
- From related orgs
- $288,412
- Other
- $374
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $275,233 related
- Bonus
- not reported
- Other
- not reported + $13,179 related
- Deferred
- not reported + $49 related
- Nontaxable benefits
- $325
- Filer's total
- $325 + $288,461 related
-
Juan LosadaJUAN LOSADA
TRUSTEE
- Total calculated
- $273,186
- From this org
- $0
- From related orgs
- $272,812
- Other
- $374
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $259,633 related
- Bonus
- not reported
- Other
- not reported + $13,179 related
- Deferred
- not reported + $49 related
- Nontaxable benefits
- $325
- Filer's total
- $325 + $272,861 related
-
Anthony ArrufatANTHONY ARRUFAT
TRUSTEE
- Total calculated
- $273,186
- From this org
- $0
- From related orgs
- $272,812
- Other
- $374
- Hours/week
- 0.51 + 39.49 related
Schedule J breakdown matched by us
- Base
- not reported + $259,633 related
- Bonus
- not reported
- Other
- not reported + $13,179 related
- Deferred
- not reported + $49 related
- Nontaxable benefits
- $325
- Filer's total
- $325 + $272,861 related
-
Frances DampierFRANCES DAMPIER
TRUSTEE
- Total calculated
- $8,404
- From this org
- $800
- From related orgs
- $7,604
- Other
- $0
- Hours/week
- 0.51 + 39.49 related
-
Eduardo MontotoEDUARDO MONTOTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Jorge RovirosaJORGE ROVIROSA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Frank V RovirosaFRANK V ROVIROSA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
George Preville JrGEORGE PREVILLE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Michelle PorterMICHELLE PORTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Hugh HealeyHUGH HEALEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Tim TouzetTIM TOUZET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Justin WeirJUSTIN WEIR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.51 + 0.49 related
-
Torin RaginTORIN RAGIN
FORMER TRUST
- Total calculated
- $220,224
- From this org
- $5,200
- From related orgs
- $214,601
- Other
- $423
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $201,422 related
- Bonus
- not reported
- Other
- $5,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $5,525 + $214,699 related
-
Richard RossRICHARD ROSS
FORMER TRUST
- Total calculated
- $123,571
- From this org
- $4,200
- From related orgs
- $118,948
- Other
- $423
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $105,769 related
- Bonus
- not reported
- Other
- $4,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $4,525 + $119,046 related
-
Terrence SmithTERRENCE SMITH
FORMER TRUST
- Total calculated
- $19,802
- From this org
- $6,200
- From related orgs
- $13,179
- Other
- $423
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- $6,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $6,525 + $13,277 related
-
Christopher RolandCHRISTOPHER ROLAND
FORMER TRUST
- Total calculated
- $22,802
- From this org
- $9,200
- From related orgs
- $13,179
- Other
- $423
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- $9,200 + $13,179 related
- Deferred
- not reported + $98 related
- Nontaxable benefits
- $325
- Filer's total
- $9,525 + $13,277 related
-
Ellis CantyELLIS CANTY
FORMER TRUST
- Total calculated
- $72,103
- From this org
- $0
- From related orgs
- $71,362
- Other
- $741
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $71,362 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $49 related
- Nontaxable benefits
- $692
- Filer's total
- $692 + $71,411 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
INTERNATIONAL LONGSHOREMENS ASSOCIA
401A · DEFINED BE · FL
Directly controlled by NA
-
ILA AFL-CIO SE FL PORTS DEFINE
401K · DEFINED CO · FL
Directly controlled by NA
-
ILA-SEFP ADMINISTRATIVE OFFICE R
401K · DEFINED CO · FL
Directly controlled by NA
-
INTERNATIONAL LONGSHOREMEN'S ASSOCI LOCAL 1416
501C5 · LOCAL UNIO · FL
Directly controlled by NA
-
INTERNATIONAL LONGSHOREMEN'S ASSOCI LOCAL 1922
501C5 · LOCAL UNIO · FL
Directly controlled by NA
-
INTERNATIONAL LONGSHOREMEN'S ASSOCI LOCAL 1526
501C5 · LOCAL UNIO · FL
Directly controlled by NA
-
INTERNATIONAL LONGSHOREMEN'S ASSOCI LOCAL 1359
501C5 · LOCAL UNIO · FL
Directly controlled by NA
-
SOUTH FL ILA CONTAINER ROYALTY FUND
501C17 · NON-INSURE · FL
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402289349302290
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