2026-07-14T15:57:18-05:00 2025-08-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-09-01 912003765 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS TRUST NEWJ 6095994561 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 TINA DARE SECRETARY-TREASURER 6095994561 2026-07-14 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-07-09 2024 2025-03-06 01:10:19Z STEVE BEATTY 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 188340943 0 X WWW.NJEA.ORG X 1998 NJ THE WELFARE BENEFITS PROVIDED BY THE PLAN INCLUDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS. PARTICIPANTS SHOULD REFER TO THE SUMMARY PLAN DESCRIPTION FOR MORE COMPLETE INFORMATION. 43 40 0 0 0 0 0 0 15046441 14020531 9388720 6599716 0 0 24435161 20620247 0 0 6785215 7787468 0 0 0 0 0 493629 664411 7278844 8451879 17156317 12168368 184690132 196445238 0 0 184690132 196445238 X THE WELFARE BENEFITS PROVIDED BY THE PLAN INCLUDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS. PARTICIPANTS SHOULD REFER TO THE SUMMARY PLAN DESCRIPTION FOR MORE COMPLETE INFORMATION. 0 0 TO PROVIDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 43 40 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PLAN ADMINISTRATOR 6095994561 180 W STATE STREET PO BOX 1211 TRENTON NJ 086071211 X SEAM M SPILLER PRESIDENT 2.00 40.00 X 0 395879 166736 STEVE BEATTY VICE PRESIDENT 2.00 40.00 X 0 302475 120888 PETAL T ROBERTSON SECRETARY-TREASURER 2.00 40.00 X 0 298886 62606 ROBERT M LAMORTE EXECUTIVE COMMITTEE 2.00 X 0 0 0 MADISON F BACA EXECUTIVE COMMITTEE 2.00 X 0 0 0 CHRISTINE SAMPSON-CLARK EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARIE K BATTIST-ROCK EXECUTIVE COMMITTEE 2.00 X 0 0 0 RICHARD F D'AVANZO EXECUTIVE COMMITTEE 2.00 X 0 0 0 COLLEEN C GILMARTIN EXECUTIVE COMMITTEE 2.00 X 0 0 0 RONALD F GRECO EXECUTIVE COMMITTEE 2.00 X 0 0 0 RYAN GRIFFIN EXECUTIVE COMMITTEE 2.00 X 0 0 0 KAROLINE BETHEA-JONES EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARK RICHARDS EXECUTIVE COMMITTEE 2.00 X 0 0 0 THERESA L FULLER EXECUTIVE COMMITTEE 2.00 X 0 0 0 LAUREN B GREENFIELD EXECUTIVE COMMITTEE 2.00 X 0 0 0 JENNIFER HERRICK EXECUTIVE COMMITTEE 2.00 X 0 0 0 STEVEN C KOUMOULIS EXECUTIVE COMMITTEE 2.00 X 0 0 0 LAURIE A O'BRIEN EXECUTIVE COMMITTEE 2.00 X 0 0 0 SUSAN MCBRIDE EXECUTIVE COMMITTEE 2.00 X 0 0 0 PETER J MORAN EXECUTIVE COMMITTEE 2.00 X 0 0 0 ASHANTI T RANKIN EXECUTIVE COMMITTEE 2.00 X 0 0 0 BRENDA BRATHWAITE EXECUTIVE COMMITTEE 2.00 X 0 0 0 TARSHA LAWSON EXECUTIVE COMMITTEE 2.00 X 0 0 0 LOIS YUKNA EXECUTIVE COMMITTEE 2.00 X 0 0 0 LAURIE GIBSON-PARKER EXECUTIVE COMMITTEE 2.00 X 0 0 0 KERRI LEE FARRELL EXECUTIVE COMMITTEE 2.00 X 0 0 0 AMY L SALINGER EXECUTIVE COMMITTEE 2.00 X 0 0 0 ESTHER A FLETCHER EXECUTIVE COMMITTEE 2.00 X 0 0 0 TAMMI J LEE EXECUTIVE COMMITTEE 2.00 X 0 0 0 SUSAN R VALA EXECUTIVE COMMITTEE 2.00 X 0 0 0 MARCO A MARTINEZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 TAMARA Y BEATTY EXECUTIVE COMMITTEE 2.00 X 0 0 0 TOBYN DE MARCO EXECUTIVE COMMITTEE 2.00 X 0 0 0 TEMIKA LANGSTON-MYERS EXECUTIVE COMMITTEE 2.00 X 0 0 0 CARLA MANCUSO EXECUTIVE COMMITTEE 2.00 X 0 0 0 BIANCA M NICOLESCU EXECUTIVE COMMITTEE 2.00 X 0 0 0 SHARON L ORTIZ EXECUTIVE COMMITTEE 2.00 X 0 0 0 BARBARA B RHEAULT EXECUTIVE COMMITTEE 2.00 X 0 0 0 LISA M SIMONE EXECUTIVE COMMITTEE 2.00 X 0 0 0 MELISSA TOMLINSON EXECUTIVE COMMITTEE 2.00 X 0 0 0 JOAN M WRIGHT EXECUTIVE COMMITTEE 2.00 X 0 0 0 MELISSA VEGA EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW YURO EXECUTIVE COMMITTEE 2.00 X 0 0 0 MATTHEW DIRADO ADMINISTRATOR 2.00 40.00 X 0 312856 102163 0 1310096 452393 0 0 1 0 MERITAIN HEALTH 300 CORPORATE PKWY AMHERST NY 14226 ADMINSTRATIVE 2731318 BENISTAR ADMIN SERVICES 100 ILLINOIS STREET 260 ST CHARLES IL 60174 ADMINSTRATIVE 2256158 SEI INVESTMENTS 1 FREEDOM VALLEY DRIVE OAKS PA 19456 INVESTMENT SERVICES 601779 3 EMPLOYER CONTRIBUTIONS 525100 13488156 13488156 EMPLOYEE CONTRIBUTIONS 525100 532375 532375 14020531 5723631 5723631 168596781 167720696 876085 876085 876085 20620247 14020531 0 6599716 7787468 664411 8451879 1855014 741209 238408 351506 12369 0 182584341 195352523 184690132 196445238 0 0 X 0 0 0 0 184690132 196445238 184690132 196445238 184690132 196445238 12168368 -413262 0 X X 0 1 X 1 0 0 X 34928273 -413262 15323067 14909805 20018468 601779 601779 20620247 23173167 15323067 15323067 7850100 601779 601779 8451879 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 15,323,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 15,323,067. X 0 0 0 SEAM M SPILLER PRESIDENT 0 395879 0 0 0 0 0 111244 0 55492 0 562615 0 0 STEVE BEATTY VICE PRESIDENT 0 302475 0 0 0 0 0 65396 0 55492 0 423363 0 0 MATTHEW DIRADO ADMINISTRATOR 0 312856 0 0 0 0 0 46671 0 55492 0 415019 0 0 PETAL T ROBERTSON SECRETARY-TREASURER 0 298886 0 0 0 0 0 41367 0 21239 0 361492 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEVE BEATTY, VICE-PRESIDENT AND TAMARA R. BEATTY, EXECUTIVE COMMITTEE MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S FORM 990 IS PREPARED BY ITS INDEPENDENT ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. NEW JERSEY EDUCATION ASSOCIATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 LABOR ORGANIZATION NJ 501(C)(5) 0 NJEA EMPLOYEES' RETIREMENT TRUST FUND 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A)/501(A) 0 NJEA SUPPLEMENTAL SAVINGS PLAN 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 210524390 PENSION FUND NJ 401(A)/501(A) 0 NEW JERSEY EDUCATION ASSOCIATION POLITCIAL ACTION COMMITTEE 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222911965 POLITICAL ACTION COMMITTEE NJ SECTION 527 0 FREDERICK L HIPP FOUNDATION FOR EXCELLENCE IN EDUCATION INC 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 223277861 CHARITABLE ORGANIZATION NJ 501(C)(3) 170(B)(1)(A)(VI) 0 NJEA BOLIVAR L GRAHAM INTERN FOUNDATION 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222165927 CHARITABLE ORGANIZATION NJ 501(C)(3) 509(A)(3) 0 PAUL DIMITRIADIS RIGHTS FUND INC 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 222306050 LABOR ORGANIZATION NJ 501(C)(5) 0 NJEA MEMBER BENEFIT FUND 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 134270499 WELFARE BENEFIT FUND NJ 501(C)(9) 0 GARDEN STATE FORWARD 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 462383979 POLITICAL ACTION COMMITTEE NJ SECTION 527 0 NJEA AFFILIATES RISK GROUP 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 472729925 CHARITABLE ORGANIZATION NJ 501(C)(3) 0 NJEA TEACHERS LEADER ACADEMY 180 W STATE STREET PO BOX 1211 TRENTON NJ 08607 364929813 SCHOOL NJ 501(C)(3) LINE 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NEW JERSEY EDUCATION ASSOCIATION S 13488156 FMV