2014-07-14T16:27:51-05:00 2013-08-31 464001827 SAXBST LLP 28 WEST 44TH STREET NEW YORK NY 10036 990 2012-09-01 112159859 ROAD CARRIERS LOCAL 707 WELFARE FUND ROAD 5165608516 14 FRONT ST HEMPSTEAD NY 11550 KEVIN MCCAFFREY 5165608516 2014-07-10 1 DAVID C LEE P00178190 2126618640 2012 2015-11-30 17:44:51Z KEVIN MCCAFFREY 14 FRONT ST HEMPSTEAD NY 11550 20707689 0 X N/A X 1950 NY TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DRUG, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ELIGIBLE MEMBERS. 4 4 8 0 0 0 0 0 17270442 17306909 128135 104007 10897 19194 17409474 17430110 0 0 14771766 14660075 536696 455115 0 0 0 585363 622950 15893825 15738140 1515649 1691970 8554251 10271970 104900 110152 8449351 10161818 TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DRUG, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ELIGIBLE MEMBERS. 0 0 TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DRUG, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE AND OTHER BENEFITS TO ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 1 8 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 5165608516 14 FRONT ST HEMPSTEAD NY 11550 KEVIN MCCAFFERY 1.00 X 0 105180 35894 VINCENT CANGELOSI 1.00 X 0 0 0 LAMAR BEINHOWER 1.00 X 0 0 0 THOMAS VENTURA 1.00 X 0 0 0 0 105180 35894 0 0 0 0 ANTHEM BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA NEW YORK NY 10006 MEDICAL ADMINISTRATION 451668 1 EMPLOYER CONTRIBUTIONS 900099 15930061 15930061 RETIREE CONTRIBUTIONS 900099 1252640 1252640 COBRA CONTRIBUTIONS 900099 124208 124208 17306909 110045 110045 3271541 3277579 -6038 -6038 -6038 OTHER INCOME 900099 19194 19194 19194 17430110 17326103 0 104007 14660075 264530 94670 73605 22310 142996 97531 44478 58733 36218 9478 4828 33108 BENEFIT CONSULTING 59276 DATA PROCESSING 56892 ADMINISTRATOR REIMBURSE 56307 POSTAGE 23095 10 15738140 X 2256311 1698082 1075982 1494780 1355151 1488677 47243 52410 459146 452703 7436 6443 3791640 5500402 20488 31176 8554251 10271970 102456 110152 2444 0 104900 110152 X 0 0 0 0 8449351 10161818 8449351 10161818 8554251 10271970 1691970 20497 0 X X 0 1 X 1 0 237322 232603 4719 221824 220100 1724 6443 X 17406129 20497 20497 17385632 44478 44478 17430110 15693662 0 15693662 44478 44478 15738140 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER DATED SEPTEMBER 8, 1997, FROM THE INTERNAL REVENUE SERVICE (IRS). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ANNUALLY, THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE IRS, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE DEPARTMENT OF LABOR, BOTH OF WHICH ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S TAX FILINGS NOTED ABOVE ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEARS ENDED AUGUST 31, 2009, AND PRIOR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE EXAMINED AT THE ORGANIZATION'S OFFICE. FORM 990, PART X, LINE 33 GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ALLOW FOR PRESENTATION OF ESTIMATED CURRENT CLAIMS OBLIGATIONS ON A SEPARETE STATEMENT IN THE FUND'S AUDITED FINANCIAL STATEMENTS. FOR CONSISTENCY, THE BALANCE SHEET FOR FORM 990 WILL ALSO NOT INCLUDE LIABILITIES FOR ESTIMATED CURRENT CLAIMS OBLIGATIONS. NET ASSETS PER THE AUDITED FINACIAL STATEMENTS DO NOT INCLUDE ESTIMATED CURRENT CLAIMS OBLIGATIONS OF $5,415,593 AND ESTIMATED POST RETIREMENT OBLIGATIONS OF $22,356,329. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. ROAD CARRIERS 707 PENSION FUND 14 FRONT STREET HEMPSTEAD NY 11550 516106510 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND THEIR BENEFICIARIES NY 401(A) N/A 0 TEAMSTERS LOCAL 707 14 FRONT STREET HEMPSTEAD NY 11550 135559086 LABOR ORGANIZATION NY 501 (C) (5) N/A 0 ABF FREIGHT NY ALPERT CONSTRUCTION NY GROCERY HAULERS NY GRYMES HILL NY HUDSON NEWS NY JRS NY LIFELINE AMBULANCE NY MIDWOOD AMBULANCE NY NEW PENN MOTOR EXPRESS NY PECK & HALE NY PUMPERNICKEL EXPRESS NY RSR CORP NY SILFEN BERMAN CND NY STOREROOM SOLUTIONS NY TEACHERS COLLEGE NY UPS NY VESUVIUS USA NY WEST SIDE TENNIS NY WINDOWRAMA NY YELLOW FREIGHT NY SODEXHO SERVICES NY 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ROAD CARRIERS 707 PENSION FUND O 122020 FAIR MARKET VALUE ROAD CARRIERS 707 PENSION FUND N 123657 FAIR MARKET VALUE ROAD CARRIERS 707 PENSION FUND Q 245677 FAIR MARKET VALUE