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← INTERNATIONAL LONGSHOREMANS ASSOC LOCAL 1964 HEALTH & INSURANCE FUND

Form 990 for tax year 2023

Filed by INTERNATIONAL LONGSHOREMANS ASSOC LOCAL 1964 HEALTH & INSURANCE FUND.

Totals

Total revenue
$8,229,662
Total expenses
$6,487,281
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,856,049
Investment income
$2,336,228
Other revenue
$37,385
Total assets, end of year
$35,351,543
Total liabilities, end of year
$76,375
Net assets or fund balances, end of year
$35,275,168
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: EMPLOYER CONTRIBUTIONS

    total $5,849,389 · related or exempt $5,849,389

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $6,660 · related or exempt $6,660

  • 3 · Investment income

    total $1,132,716 · excluded $1,132,716

  • 6a · Gross rents

    real property $37,151

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $37,151

  • 6d · Net rental income or loss

    total $37,151 · excluded $37,151

  • 7a · Gross sales of assets other than inventory

    securities $18,989,906

  • 7b · Less cost or other basis and sales expenses

    securities $17,786,394

  • 7c · Gain or loss

    securities $1,203,512

  • 7d · Net gain or loss

    total $1,203,512 · excluded $1,203,512

  • 11a · Other revenue: SETTLEMENT INCOME

    total $234 · related or exempt $234

  • 11e · Other revenue, total

    $234

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,536,260

  • 5 · Compensation of officers, directors and key employees

    total $98,901

  • 7 · Other salaries and wages

    total $770,760

  • 8 · Pension plan contributions

    total $80,333

  • 9 · Other employee benefits

    total $183,022

  • 10 · Payroll taxes

    total $64,402

  • 11b · Fees: legal

    total $37,238

  • 11c · Fees: accounting

    total $49,591

  • 11f · Fees: investment management

    total $104,831

  • 11g · Fees: other

    total $54,300

  • 13 · Office expenses

    total $63,445

  • 14 · Information technology

    total $257,169

  • 16 · Occupancy

    total $149,320

  • 22 · Depreciation, depletion and amortization

    total $11,876

  • 23 · Insurance

    total $20,514

  • 24a · Other expenses: GOVERNMENT FEES MANDATE

    total $5,319

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,000 · end of year $26,535

  • 2 · Savings and temporary cash investments

    beginning of year $5,790,566 · end of year $4,193,417

  • 4 · Accounts receivable

    beginning of year $558,365 · end of year $645,921

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,268 · end of year $20,184

  • 10a · Land, buildings and equipment: cost or other basis

    $1,705,578

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,655,065

  • 10c · Land, buildings and equipment, net

    beginning of year $24,402 · end of year $50,513

  • 11 · Investments: publicly traded securities

    beginning of year $26,444,729 · end of year $30,382,256

  • 15 · Other assets

    beginning of year $32,717 · end of year $32,717

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,226 · end of year $23,750

  • 25 · Other liabilities

    beginning of year $106,327 · end of year $52,625

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $32,724,494 · end of year $35,275,168

Mission and programs · 2023

Mission

THE PLAN PROVIDES HOSPITALIZATION, MAJOR MEDICAL, PRESCRIPTION DRUG, DENTAL, OPTICAL AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS. THE PLAN ALSO PROVIDES CERTAIN BENEFITS TO ELIGIBLE SPOUSES AND DEPENDENTS OF PARTICIPANTS.

  • THE ORGANIZATION PROVIDES HEALTH AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS AND THOSE ELECTING TO BE COVERED UNDER COBRA, EITHER THROUGH PAYMENTS FROM INSURANCE CARRIERS OR DIRECTLY THROUGH THE TRUST.

As filed on the 2023 return.

Listed in Part VII

  • Arnold Harris

    UNION TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Brian Wallach

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Paula Cusumano Esq

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Adam Harris

    FUND ADMINISTRATOR

    Total calculated
    $296,551
    From this org
    $83,075
    From related orgs
    $157,867
    Other
    $55,609
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $83,075 + $157,867 related
    Bonus
    $0
    Other
    $0
    Deferred
    $8,307 + $24,947 related
    Nontaxable benefits
    $7,519 + $14,836 related
    Filer's total
    $98,901 + $197,650 related

  • David Harris

    ASST FUND ADMINISTRATOR

    Total calculated
    $277,103
    From this org
    $77,343
    From related orgs
    $146,249
    Other
    $53,511
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $77,343 + $146,249 related
    Bonus
    $0
    Other
    $0
    Deferred
    $7,734 + $23,226 related
    Nontaxable benefits
    $7,505 + $15,046 related
    Filer's total
    $92,582 + $184,521 related

  • Richard Gallo

    ASST FUND ADMINISTRATOR

    Total calculated
    $283,678
    From this org
    $92,283
    From related orgs
    $135,939
    Other
    $55,456
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $92,283 + $135,939 related
    Bonus
    $0
    Other
    $0
    Deferred
    $9,228 + $23,662 related
    Nontaxable benefits
    $8,781 + $13,785 related
    Filer's total
    $110,292 + $173,386 related

  • Lorraine Levy

    OFFICE MANAGER

    Total calculated
    $197,368
    From this org
    $108,918
    From related orgs
    $38,180
    Other
    $50,270
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $108,918 + $38,180 related
    Bonus
    $0
    Other
    $0
    Deferred
    $10,892 + $14,659 related
    Nontaxable benefits
    $18,234 + $6,485 related
    Filer's total
    $138,044 + $59,324 related

  • Evelyn De Jesus

    FUND EMPLOYEE

    Total calculated
    $186,421
    From this org
    $66,973
    From related orgs
    $75,789
    Other
    $43,659
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $66,973 + $75,789 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,697 + $15,050 related
    Nontaxable benefits
    $9,749 + $12,163 related
    Filer's total
    $83,419 + $103,002 related

  • Hilda Sanchez

    BOOKKEEPER

    Total calculated
    $170,447
    From this org
    $109,578
    From related orgs
    $15,048
    Other
    $45,821
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $109,578 + $15,048 related
    Bonus
    $0
    Other
    $0
    Deferred
    $10,958 + $12,697 related
    Nontaxable benefits
    $19,145 + $3,021 related
    Filer's total
    $139,681 + $30,766 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

  • 3 · Approval by the board or compensation committee

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.

  • LOCAL 1964 ILA RETIREMENT FUND

    401(A)/501(A) · PENSION FUND · NJ

  • ILA LOCAL 1964 AFL-CIO

    501(C)(5) · UNION ORGANIZATION · NJ

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A J CIANCIULLI OCU - EMPLOYER NO I02521

  • ADP EXPRESS LLC - EMPLOYER NO I01090

  • COMPREHENSIVE CLEANING CO - EMPLOYER NO A01200

  • CONFIDENCE MANAGEMENT SYSTEMS - EMPLOYER NO A01300

  • FOREST HILLS NURSING HOME - EMPLOYER NO A01520

  • HAVEN MANOR NURSING HOME - EMPLOYER NO A01540

  • HAYM SOLOMAN - EMPLOYER NO A01350

  • HIGHLAND CARE CENTER - EMPLOYER NO A01560

  • KEYSTONE FRT OHIO - EMPLOYER NO I01750

  • KFC - BEST BUY - EMPLOYER NO I04930

  • KFC - JAMESBURG - EMPLOYER NO I04940

  • KFC - MACY'S EAST - EMPLOYER NO I04910

  • KFC - MARYLAND - EMPLOYER NO I04820

  • KFC MINOOKA - EMPLOYER NO I04920

  • KFC - NORTH BERGEN - EMPLOYER NO I03400

  • KFC-NORTH CAROLINA - EMPLOYER NO I03405

  • KINGS HARBOR CARE CENTER - EMPLOYER NO A02300

  • KINGS HARBOR DIALYSIS CENTER - EMPLOYER NO I02310

  • NRC - EMPLOYER NO I04900

  • NRT - EMPLOYER NO I04800

  • PARKER IMPERIAL ASSOC INC - EMPLOYER NO I03900

  • PERFORMANCE TEAM LLC - EMPLOYER NO I07020

  • PERFORMANCE TEAM LOGISTICS LLC - EMPLOYER NO I07040

  • PRECISION WERKS - EMPLOYER NO I04100

  • PRIORITY PORT EXPRESS LLC - EMPLOYER NO I09095

  • SANS SOUCI REHAB AND NURSING CENTER - EMPLOYER NO A03000

  • SHEEPSHEAD BAY NURSING HOME - EMPLOYER NO A03100

  • SURFSIDE NURSING HOME - EMPLOYER NO A03310

  • TOMORROW'S PERSONNEL INC - EMPLOYER NO I04567

  • TRIANGLE DISTRIBUTION - EMPLOYER NO I04560

  • WATERVIEW NURSING HOME - EMPLOYER NO A04000

  • WEST LAWRENCE NURSING HOME - EMPLOYER NO A04020

  • WILLIAMSBRIDGE MANOR NURSING HOME - EMPLOYER NO A04030

Provenance

Return type
form_990
Tax year
2023
Filed
16 May 2025
IRS schema version
2023v6.0
Source object
202501369349301805

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