NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN (EIN 91-2003765)
Tax period: 2023-09-01 to 2024-08-31
Filed: 2025-07-11
IRS object ID: 202541929349300914
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-11T11:45:33-05:00	ReturnTs
Tax Period End	2024-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611436956	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NOVAK FRANCELLA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONUMENT RD 5TH FLR	AddressLine1Txt
City	BALA CYNWYD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	912003765	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NEW JERSEY EDUCATION ASSOCIATION	BusinessNameLine1Txt
Business Name Line2	HEALTH AND WELFARE BENEFITS TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NEWJ	BusinessNameControlTxt
Phone	6095994561	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 W STATE STREET PO BOX 1211	AddressLine1Txt
City	TRENTON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	086071211	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETAL ROBERTSON	PersonNm
Person Title	SECRETARY-TREASURER	PersonTitleTxt
Phone	6095994561	PhoneNum
Signature	2025-07-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOUIS VERZELLA CPA	PreparerPersonNm
PTIN	P00360279	PTIN
Phone	6106689400	PhoneNum
Preparation	2025-07-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SEAN M SPILLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 W STATE STREET PO BOX 1211	AddressLine1Txt
City	TRENTON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	086071211	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$42,405,543	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.NJEA.ORG	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1998	FormationYr
Legal Domicile State	NJ	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	41	VotingMembersGoverningBodyCnt
Voting Members Independent	38	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$15,167,202	PYProgramServiceRevenueAmt
CY Program Service Revenue	$15,046,441	CYProgramServiceRevenueAmt
PY Investment Income	$9,411,524	PYInvestmentIncomeAmt
CY Investment Income	$9,388,720	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$24,578,726	PYTotalRevenueAmt
CY Total Revenue	$24,435,161	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$6,607,612	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$6,785,215	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$423,621	PYOtherExpensesAmt
CY Other Expenses	$493,629	CYOtherExpensesAmt
PY Total Expenses	$7,031,233	PYTotalExpensesAmt
CY Total Expenses	$7,278,844	CYTotalExpensesAmt
PY Revenues Less Expenses	$17,547,493	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$17,156,317	CYRevenuesLessExpensesAmt
Total Assets BOY	$151,972,607	TotalAssetsBOYAmt
Total Assets EOY	$184,690,132	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$151,972,607	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$184,690,132	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROVIDE MEDICAL, PRESCRIPTION, VISION, DENTAL, DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS AND MEDICARE B REIMBURSEMENTS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	41	GoverningBodyVotingMembersCnt
Independent Voting Member	38	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PLAN ADMINISTRATOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6095994561	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 W STATE STREET PO BOX 1211	AddressLine1Txt
City	TRENTON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	086071211	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
SEAN M SPILLER
PRESIDENT	2.00	40.00	Yes (X)	$0	$382,148	$195,157
STEVE BEATTY
VICE PRESIDENT	2.00	40.00	Yes (X)	$0	$288,443	$151,655
PETAL T ROBERTSON
SECRETARY-TREASURER	2.00	40.00	Yes (X)	$0	$283,175	$71,736
ROBERT M LAMORTE
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
FRANCISCO C BARQUIN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
CHRISTINE SAMPSON-CLARK
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MARIE K BATTIST-ROCK
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
RICHARD F D'AVANZO
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
COLLEEN C GILMARTIN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
RONALD F GRECO
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
RYAN GRIFFIN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MICHAEL E FRANK
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MARK RICHARDS
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
THERESA L FULLER
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
JENNIFER HERRICK
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
STEVEN C KOUMOULIS
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
LAURIE A O'BRIEN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
SUSAN MCBRIDE
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
PETER J MORAN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
ASHANTI T RANKIN
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
BRENDA BRATHWAITE
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
TARSHA LAWSON
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
LOIS YUKNA
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
LAURIE GIBSON-PARKER
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
KERRI LEE FARRELL
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
AMY L SALINGER
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
ESTHER A FLETCHER
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
TAMMI J LEE
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
SUSAN R VALA
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MARCO A MARTINEZ
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
TAMARA Y BEATTY
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
BIANCA M NICOLESCU
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
TEMIKA LANGSTON-MYERS
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
CARLA MANCUSO
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
DAWN A NICHOL-MANNING
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
BARBARA B RHEAULT
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
LISA M SIMONE
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MELISSA TOMLINSON
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
JOAN M WRIGHT
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
STACY A YANKO
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MATTHEW YURO
EXECUTIVE COMMITTEE	2.00		Yes (X)	$0	$0	$0
MATTHEW DIRADO
ADMINISTRATOR	2.00	40.00		$0	$296,637	$155,671	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,250,403	TotReportableCompRltdOrgAmt
Total Other Compensation	$574,219	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BENISTAR ADMIN SERVICES
100 ILLINOIS STREET 260	ST CHARLES	IL	60174	ADMINSTRATIVE	$2,218,245
MERITAIN HEALTH
300 CORPORATE PKWY	AMHERST	NY	14226	ADMINSTRATIVE	$1,916,291
SEI INVESTMENTS
1 FREEDOM VALLEY DRIVE	OAKS	PA	19456	INVESTMENT SERVICES	$453,102

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	525100	$14,988,508	$14,988,508
EMPLOYEE CONTRIBUTIONS	525100	$57,933	$57,933

Field	Value	IRS element (for citing)
Total Program Service Revenue	$15,046,441	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,529,411	TotalRevenueColumnAmt
Exclusion	$5,529,411	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$21,829,691	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,970,382	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,859,309	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,859,309	TotalRevenueColumnAmt
Exclusion	$3,859,309	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,435,161	TotalRevenueColumnAmt
Related Or Exempt Func Income	$15,046,441	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,388,720	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$6,785,215	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$493,629	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,278,844	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$508,300	BOYAmt
EOY	$1,855,014	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$208,467	BOYAmt
EOY	$238,408	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$12,369	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$151,255,840	BOYAmt
EOY	$182,584,341	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$151,972,607	BOYAmt
EOY	$184,690,132	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$151,972,607	BOYAmt
EOY	$184,690,132	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$151,972,607	BOYAmt
EOY	$184,690,132	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$151,972,607	BOYAmt
EOY	$184,690,132	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$17,156,317	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$15,561,208	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$54,341,390	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$15,561,208	NetUnrealizedGainsInvstAmt
Other Revenue	$14,798,123	OtherRevenueAmt
Revenue Not Reported	$30,359,331	RevenueNotReportedAmt
Revenue Subtotal	$23,982,059	RevenueSubtotalAmt
Investment Expenses Not Incld	$453,102	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$453,102	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$24,435,161	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$21,623,865	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$14,798,123	OtherExpensesIncludedAmt
Expenses Not Reported	$14,798,123	ExpensesNotReportedAmt
Expenses Subtotal	$6,825,742	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$453,102	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$453,102	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,278,844	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 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 14,798,123.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	AMOUNTS PAID DIRECTLY BY PLAN SPONSOR 14,798,123.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SEAN M SPILLER
PRESIDENT	$0	$382,148	$0	$0	$0	$0	$0	$144,498	$0	$50,659	$0	$577,305	$0	$0
MATTHEW DIRADO
ADMINISTRATOR	$0	$296,637	$0	$0	$0	$0	$0	$105,012	$0	$50,659	$0	$452,308	$0	$0
STEVE BEATTY
VICE PRESIDENT	$0	$288,443	$0	$0	$0	$0	$0	$100,996	$0	$50,659	$0	$440,098	$0	$0
PETAL T ROBERTSON
SECRETARY-TREASURER	$0	$283,175	$0	$0	$0	$0	$0	$52,247	$0	$19,489	$0	$354,911	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	STEVE BEATTY, VICE-PRESIDENT AND TMARA 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 X11, LINE 2C:	NEW JERSEY EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
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)	0	170(B)(1)(A)(VI)
NJEA BOLIVAR L GRAHAM INTERN FOUNDATION
180 W STATE STREET PO BOX 1211	TRENTON	NJ	08607	222165927	CHARITABLE ORGANIZATION	NJ	501(C)(3)	0	509(A)(3)
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)	0	LINE 2

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NEW JERSEY EDUCATION ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$14,988,508	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt