MID-JERSEY TRUCKING INDUSTRY LOCAL 701 WELFARE FUND PLAN A & B: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MID-JERSEY TRUCKING INDUSTRY LOCAL 701 WELFARE FUND PLAN A & B (EIN 22-1594458)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-03-16
- IRS object ID
- 201140759349300314
- Schema version
- 2009v1.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-16T16:48:28-07:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENNIS PREZIOSO & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 739 PALISADE AVE | AddressLine1 |
| City | CLIFFSIDE PARK | City |
| State | NJ | State |
| ZIP Code | 070103255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221594458 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID-JERSEY TRUCKING INDUSTRY LOCAL 701 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MID- | NameControl |
| Phone | 7322973900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2003 US ROUTE 130 | AddressLine1 |
| City | NORTH BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY SIDOTI | Name |
| Title | TRUSTEE | Title |
| Phone | 7322973900 | Phone |
| Date Signed | 2011-01-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GIANCARLO PREZIOSO | Name |
| Phone | 2018718710 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2003 US ROUTE 130 | AddressLine1 |
| City | NORTH BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47615421 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | To provide health and welfare benefits for participants | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2710047 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7504824 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -109998 | InvestmentIncomePriorYear |
| Investment Income Current Year | 644266 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7 | OtherRevenuePriorYear |
| Other Revenue Current Year | 21162 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2600056 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8170252 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 2902591 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 8536817 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 215105 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 336819 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 280748 | OtherExpensePriorYear |
| Other Expenses Current Year | 739981 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3398444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9613617 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -798388 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1443365 | RevenuesLessExpensesCY |
| Total Assets BOY | 5622278 | TotalAssetsBOY |
| Total Assets EOY | 14834560 | TotalAssetsEOY |
| Total Liabilities BOY | 135594 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 326705 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5486684 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14507855 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide health and welfare benefits for participants | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 313 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7322973900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2003 US ROUTE 130 | AddressLine1 |
| City | NORTH BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08902 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ERNEST SOEHL | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| JOHN DEVEREAUX | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| GENE HILL | ||||||
| Trustee | 1.00 | X | 1449 | 0 | 1195 | |
| ROCCO MORONGELLO | ||||||
| Trustee | 1.00 | X | 8515 | 12773 | 0 | |
| ANTHONY SIDOTI JR | ||||||
| Trustee/Fund Manager | 16.00 | X | 42251 | 48125 | 7566 | X |
| ROBERT WEISER | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| RAYMOND MILMOE | ||||||
| Trustee | 1.00 | X | 1983 | 0 | 0 | |
| DAVID RUSSELL | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| RODNEY MALARCHIK | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| RONALD LAKE | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 54198 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 60898 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8761 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORESOURCE INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26-28 WEST KING ST | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Claims Processing | DescriptionOfServices |
| Compensation | 203718 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Employers' Contributions | 525100 | 7115834 | 7115834 |
| Retirees' Contributions | 525100 | 94500 | 94500 |
| Cobra Contributions | 525100 | 268963 | 268963 |
| Claims Refunds | 525100 | 25527 | 25527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7504824 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345330 | TotalRevenueColumn |
| Exclusion | $345,330 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39744105 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39445169 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 298936 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298936 | TotalRevenueColumn |
| Exclusion | $298,936 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Late Fee | 525100 | 85 | 85 |
| Write-Off Stale Checks | 525100 | 21077 | 21077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21162 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8170252 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7525986 | RelatedOrExemptFunctionIncome |
| Exclusion | $644,266 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8536817 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54198 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167097 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46162 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40342 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29020 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160645 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63170 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36928 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278973 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49146 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24575 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60221 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13072 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1851 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50322 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Automobile Expenses | Description |
| Total | 1078 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9613617 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389621 | BOY |
| EOY | 1255738 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200209 | BOY |
| EOY | 701047 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4582 | BOY |
| EOY | 4276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 347514 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 344164 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5201 | BOY |
| EOY | 3350 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4855770 | BOY |
| EOY | 11999155 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166895 | BOY |
| EOY | 870994 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5622278 | BOY |
| EOY | 14834560 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64917 | BOY |
| EOY | 160858 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70677 | BOY |
| EOY | 165847 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135594 | BOY |
| EOY | 326705 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5486684 | BOY |
| EOY | 14507855 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5486684 | BOY |
| EOY | 14507855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5622278 | BOY |
| EOY | 14834560 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 347514 | OtherCostOrOtherBasis |
| Depreciation | 344164 | Depreciation |
| Book Value | 3350 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3350 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Accrued Interest and Dividends | 73059 |
| Due From Affiliated Plans | |
| Due From Brokers for Securities Sold | 62530 |
| Deposits | 719401 |
| Cobra Subsidy Receivable | 16004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 870994 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to Brokers for Securities Purchased | $144,660 |
| Due From Affiliated Funds | $21,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 165847 | TotalOfAmounts |
| Total Revenue | 8170252 | TotalRevenue |
| Total Expenses | 9613617 | TotalExpenses |
| Excess Or Deficit For Year | -1443365 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 408718 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 408718 | TotalAdjustments |
| Excess Or Deficit Per FS | -1034647 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8535123 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 408718 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 408718 | RevenueNotRptdF990 |
| Revenue Subtotal | 8126405 | RevenueSubtotal |
| Investment Expenses Not Included | 43847 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 43847 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8170252 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9569770 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 9569770 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 43847 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 43847 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9613617 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-A, Line 2 | See attachment for explanation |
| Pt VI-A, Line 7a | See attachment for explanation |
| Pt VI-B, Line 11A | See attachment for explanation |
| Pt VI-B, Line 12c | See attachment for explanation |
| Pt VI-B, Line 15 | See attachment for explanation |
| Pt VI-C, Line 19 | See attachment for explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID-JERSEY TRUCKING IND LOCAL 701 PENSION FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2003 US ROUTE 130 | AddressLine1 |
| City | NORTH BRUNSWICK | City |
| State | NJ | State |
| ZIP Code | 08902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136043977 | EIN |
| Primary Activities | PENSION FUND | PrimaryActivities |
| Legal Domicile State | NJ | LegalDomicileState |
| Exempt Code Section | 501(a) | ExemptCodeSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MID-JERSEY TRUCKING INDUSTRY AND TEANSTERS LOCAL 701 PENSION FUND | |
| j | 60221 |
| MID-JERSEY TRUCKING INDUSTRY AND TEANSTERS LOCAL 701 PENSION FUND | |
| n | 176286 |
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