ROAD CARRIERS LOCAL 707 WELFARE TRUST FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROAD CARRIERS LOCAL 707 WELFARE TRUST FUND (EIN 11-2159859)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-06-19
IRS object ID
202501709349300010
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-19T07:44:53-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112159859EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROAD CARRIERS LOCAL 707 WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROADBusinessNameControlTxt
Phone5165608516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 FRONT STREETAddressLine1Txt
CityHEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11550ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN MCCAFFREYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5165608516PhoneNum
Signature2025-06-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2025-06-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN MCCAFFREYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 FRONT STREETAddressLine1Txt
CityHEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11550ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,548,129GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNAWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HOSPITAL, MEDICAL,DENTAL,DRUG,OPTICAL,LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ITS' ELIGIBLE MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,241,132PYProgramServiceRevenueAmt
CY Program Service Revenue$10,227,173CYProgramServiceRevenueAmt
PY Investment Income$622,340PYInvestmentIncomeAmt
CY Investment Income$1,881,308CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$11,024CYOtherRevenueAmt
PY Total Revenue$19,863,472PYTotalRevenueAmt
CY Total Revenue$12,119,505CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,973,730PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$10,423,402CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$371,047PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$350,627CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$735,847PYOtherExpensesAmt
CY Other Expenses$760,161CYOtherExpensesAmt
PY Total Expenses$19,080,624PYTotalExpensesAmt
CY Total Expenses$11,534,190CYTotalExpensesAmt
PY Revenues Less Expenses$782,848PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$585,315CYRevenuesLessExpensesAmt
Total Assets BOY$27,698,411TotalAssetsBOYAmt
Total Assets EOY$30,135,226TotalAssetsEOYAmt
Total Liabilities BOY$188,849TotalLiabilitiesBOYAmt
Total Liabilities EOY$145,546TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,509,562NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,989,680NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HOSPITAL, MEDICAL, DENTAL, DRUG, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ITS ELIGIBLE MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HOSPITAL, MEDICAL, DENTAL, DRUG, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ITS ELIGIBLE MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN MACCAFFREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5165608516PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 FRONT STREETAddressLine1Txt
CityHEMPSTEADCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11550ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEVIN MCCAFFREY
UNION TRUSTEE2.0040.00Yes (X)$0$132,036$50,828
MICHAEL DAY
EMPLOYER TRUSTEE (P)2.00Yes (X)$0$0$0
STEVE DUSKO
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
DANIEL PACHECO
UNION TRUSTEE (P)2.0040.00Yes (X)$0$86,799$42,496
DANIEL THOMAS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOHN ZIRPOLI III
UNION TRUSTEE2.0040.00Yes (X)$0$86,365$50,827
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$305,200TotReportableCompRltdOrgAmt
Total Other Compensation$144,151TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EMPIRE HEALTHCHOICE ASSURANCE INC
PO BOX 11744NEWARKNJ11744ADMINISTRATIVE FEE$300,618
BRIDGEWAY BENEFIT TECHNOLOGIES
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052DATA PROCESSING$153,002
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$10,002,542$10,002,542
COBRA CONTRIBUTIONS900099$224,631$224,631
FieldValueIRS element (for citing)
Total Program Service Revenue$10,227,173TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$859,932TotalRevenueColumnAmt
Exclusion$859,932ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,450,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,428,624SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,021,376SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,021,376TotalRevenueColumnAmt
Exclusion$1,021,376ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$11,024TotalRevenueColumnAmt
Related Or Exempt Func Income$11,024RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,024OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,119,505TotalRevenueColumnAmt
Related Or Exempt Func Income$10,238,197RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,881,308ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$10,423,402TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$207,013TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$62,755TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$63,448TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,411TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$73,246TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$107,588TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$52,440TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$55,057TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,889TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$206,353TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,649TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,769TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,088TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$58,419TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
ADMINISTRATOR REIMBURSE$86,401
FEE MANDATED BY ACA$6,453
TRUSTEE MEETING$3,809

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,534,190TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,597,703BOYAmt
EOY$1,187,770EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,148,521BOYAmt
EOY$2,621,351EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$802,635BOYAmt
EOY$859,737EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$56,977BOYAmt
EOY$69,733EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$284,250LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$258,817LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$31,954BOYAmt
EOY$25,433EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,996,527BOYAmt
EOY$25,268,552EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$64,094BOYAmt
EOY$102,650EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,698,411BOYAmt
EOY$30,135,226EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$188,849BOYAmt
EOY$123,931EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$21,615EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$188,849BOYAmt
EOY$145,546EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$27,509,562BOYAmt
EOY$29,989,680EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,509,562BOYAmt
EOY$29,989,680EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,698,411BOYAmt
EOY$30,135,226EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$585,315ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,894,803NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$200,464OtherCostOrOtherBasisAmt
Depreciation$200,132DepreciationAmt
Book Value$332BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,786OtherCostOrOtherBasisAmt
Depreciation$58,685DepreciationAmt
Book Value$25,101BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$25,433TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTIESDesc
Amt$21,615Amt
FieldValueIRS element (for citing)
Total Liability$21,615TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,961,868TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,894,803NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,894,803RevenueNotReportedAmt
Revenue Subtotal$12,067,065RevenueSubtotalAmt
Investment Expenses Not Incld$52,440InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$52,440RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,119,505TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,481,750TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,481,750ExpensesSubtotalAmt
Investment Expenses Not Incld2$52,440InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$52,440ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,534,190TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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 THE 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, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKEVIN MCCAFFREYPersonNm
TitleUNION TRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$120,336CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$11,700OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$24,482DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$26,346NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$182,864TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVEW PRIOR TO SIGNING.
FORM 990, PART VI, SECTION C, LINE 19THE WELFARE FUND'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE FUND'S MANAGEMENT ARE RESPONSIBILE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
ROAD CARRIERS 707 PENSION FUND
14 FRONT STREETHEMPSTEADNY11550516106510NY401 (A)0
TEAMSTERS LOCAL 707
14 FRONT STREETHEMPSTEADNY11550135559086NY501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)

4C FOODS CORP
ABF FREIGHT SYSTEMS INC
ARAMARK
ARTHUR SCHUMAN INC
COLONIAL HARDWARE CORP
DICARLO FOOD DISTRIBUTORS
ECOBAT RESOURCES NEW YORK LLC
GRYMES HILL APARTMENTS
HUDSON NEWS DISTRIBUTORS LLC
LIFELINE AMBULANCE SERVICE
PECK & HALE LLC
PENSKE TRUCK LEASING CO LP
RS INTEGRATED SUPPLY
SAPUTO CHEESE CO
TEACHERS COLLEGE
WEST FARMS PRESERVATION LLC
WEST SIDE TENNIS CLUB
WINDOWRAMA ENTERPRISES INC
WORLD CHEESE COMPANY
MIDWOOD AMBULANCE & OXYGEN INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ROAD CARRIERS 707 PENSION FUND
O$270,231FMV
TEAMSTERS LOCAL 707
N$38,649FMV
TEAMSTERS LOCAL 707
O$86,401FMV

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