Civic Intelligence

Njbls Welfare Fund

EIN 22-1764453 • 501(c)9 • Iselin, NJ

View Organization Page

Profile

To provide health and other benefits to eligible participants.

485 Route 1 B-401Iselin, NJ 08830

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.41x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$385,323

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

50th percentile

7.3%

Faster asset growth than 50% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

7.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$125,049,099

Up $8,480,873 (+7.3%) from 2023

Liabilities

Up

$19,631,416

Up $1,993,543 (+11%) from 2023

Net Assets

Up

$105,417,683

Up $6,487,330 (+6.6%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin69th percentile

Revenue

Up

$47,690,432

Up $3,322,568 (+7.5%) from 2023

Expenses

Up

$41,514,929

Up $569,866 (+1.4%) from 2023

Net Income

Up

$6,175,503

Up $2,752,702 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $21,661,874Liabilities 2010: $8,546,603Net Assets 2010: $13,115,2712010Assets 2011: $37,336,630Liabilities 2011: $9,126,747Net Assets 2011: $28,209,8832011Assets 2012: $49,998,778Liabilities 2012: $9,190,623Net Assets 2012: $40,808,1552012Assets 2013: $63,575,212Liabilities 2013: $9,779,534Net Assets 2013: $53,795,6782013Assets 2014: $73,514,674Liabilities 2014: $11,302,643Net Assets 2014: $62,212,0312014Assets 2015: $80,869,114Liabilities 2015: $11,713,031Net Assets 2015: $69,156,0832015Assets 2016: $85,944,335Liabilities 2016: $14,159,094Net Assets 2016: $71,785,2412016Assets 2017: $92,173,159Liabilities 2017: $13,675,887Net Assets 2017: $78,497,2722017Assets 2018: $95,416,838Liabilities 2018: $14,357,874Net Assets 2018: $81,058,9642018Assets 2019: $105,913,819Liabilities 2019: $16,299,218Net Assets 2019: $89,614,6012019Assets 2020: $108,198,197Liabilities 2020: $13,188,402Net Assets 2020: $95,009,7952020Assets 2021: $110,871,064Liabilities 2021: $19,334,324Net Assets 2021: $91,536,7402021Assets 2022: $109,082,418Liabilities 2022: $18,789,038Net Assets 2022: $90,293,3802022Assets 2023: $116,568,226Liabilities 2023: $17,637,873Net Assets 2023: $98,930,3532023Assets 2024: $125,049,099Liabilities 2024: $19,631,416Net Assets 2024: $105,417,6832024

Highlighted filing

2024

Assets$125,049,099
Liabilities$19,631,416
Net Assets$105,417,683
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $42,736,0542010Revenue 2011: $48,793,455Expenses 2011: $33,663,555Net Income 2011: $15,129,9002011Expenses 2012: $32,222,0602012Revenue 2013: $43,506,634Expenses 2013: $30,781,438Net Income 2013: $12,725,1962013Revenue 2014: $43,737,011Expenses 2014: $35,776,586Net Income 2014: $7,960,4252014Revenue 2015: $46,826,382Expenses 2015: $39,555,287Net Income 2015: $7,271,0952015Revenue 2016: $43,351,999Expenses 2016: $41,499,467Net Income 2016: $1,852,5322016Revenue 2017: $46,915,555Expenses 2017: $41,378,944Net Income 2017: $5,536,6112017Revenue 2018: $46,304,385Expenses 2018: $41,267,646Net Income 2018: $5,036,7392018Revenue 2019: $48,976,223Expenses 2019: $43,636,405Net Income 2019: $5,339,8182019Revenue 2020: $42,193,271Expenses 2020: $38,390,904Net Income 2020: $3,802,3672020Revenue 2021: $43,109,332Expenses 2021: $46,342,137Net Income 2021: -$3,232,8052021Revenue 2022: $45,310,061Expenses 2022: $37,709,691Net Income 2022: $7,600,3702022Revenue 2023: $44,367,864Expenses 2023: $40,945,063Net Income 2023: $3,422,8012023Revenue 2024: $47,690,432Expenses 2024: $41,514,929Net Income 2024: $6,175,5032024

Highlighted filing

2024

Revenue$47,690,432
Expenses$41,514,929
Net Income$6,175,503
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,049,099
Liabilities
$19,631,416
Net assets
$105,417,683
Revenue
$47,690,432
Expenses
$41,514,929
Net income
$6,175,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$125$19.6$105$47.7$41.5$6.18
2023Summary only. Only limited summary data is available for this year.$117$17.6$98.9$44.4$40.9$3.42
2022Summary only. Only limited summary data is available for this year.$109$18.8$90.3$45.3$37.7$7.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$19.3$91.5$43.1$46.3$3.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$13.2$95.0$42.2$38.4$3.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$16.3$89.6$49.0$43.6$5.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.4$14.4$81.1$46.3$41.3$5.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.2$13.7$78.5$46.9$41.4$5.54
2016Summary only. Only limited summary data is available for this year.$85.9$14.2$71.8$43.4$41.5$1.85
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$11.7$69.2$46.8$39.6$7.27
2014Detailed filing. Detailed filing data is available for this year.$73.5$11.3$62.2$43.7$35.8$7.96
2013Detailed filing. Detailed filing data is available for this year.$63.6$9.78$53.8$43.5$30.8$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$9.19$40.8$32.2
2011Summary only. Only limited summary data is available for this year.$37.3$9.13$28.2$48.8$33.7$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$8.55$13.1$42.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$102,796,580
Mission and Program Overview

Mission

THE PURPOSE OF THE trust IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.

Provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$98,930,353$105,417,683▲ $6,487,330
Investments in Publicly Traded Securities$71,702,268$75,008,538▲ $3,306,270
Cash and Non-Interest-Bearing Accounts$19,897,508$23,478,526▲ $3,581,018
Investments Other Securities$14,797,828$16,179,340▲ $1,381,512
Accounts Receivable$9,378,984$9,595,881▲ $216,897
Land, Buildings, and Equipment, Net$103,638$98,814▼ $4,824
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$116,568,226$125,049,099▲ $8,480,873
Other Assets Total$688,000$688,000→ $0
Liabilities
Other Liabilities$16,845,854$19,056,551▲ $2,210,697
Accounts Payable and Accrued Expenses$655,247$443,391▼ $211,856
Deferred Revenue$136,772$131,474▼ $5,298
Total Liabilities$17,637,873$19,631,416▲ $1,993,543
Net Assets / Fund Balance
Total Net Assets Fund Balance$98,930,353$105,417,683▲ $6,487,330
Total Liabilities and Net Assets / Fund Balance$116,568,226$125,049,099▲ $8,480,873

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$98,814$93,580$192,394
Other Land Buildings$0$34,479$34,479
Other Securities$4,306,272--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria Peterson-mitchellFund Admin - Thru 12/2024PT$222,116$163,207$385,323
Kimberly KempleFund Admin - Eff 12/2024PT$164,013$82,941$246,954
Andrew GodzwonControllerPT$116,311$60,337$176,648
Susan DominguezSenior CA AnalystPT$102,175$68,566$170,741
Maritza PerezExecutive AssistantPT$98,292$68,531$166,823

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Michael E HellstromCo-chairman
Joseph GiordanoEmployer Trustee
Michael FitzpatrickEmployer Trustee
Phil PricsoEmployer Trustee
Robert GariepyEmployer Trustee
Bryan HalfenUnion Trustee
Carl E StylesUnion Trustee
Christopher CupoUnion Trustee
Paul RoldanUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$928,026
Kroll Heineman Ptasiewicz & ParsonsLegal91 FIELDCREST AVE STE 35, Edison, NJ 08837$613,568
Schultheis & Panettieri LLPAuditing450 WIRELESS BLVD, Hauppauge, NY 11788$539,267
Woodbridge Executive LLCRent550 HILLS DRIVE, Bedminster, NJ 07921$264,366
The Segal Company (eastern States) INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$127,835
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,782,676
Investment Income
$4,897,234
Other Revenue
$10,522
Change in Net Assets
$6,175,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,446,433
Revenue Not Reported on Financial Statements
$243,999
Revenue Not Reported on Form 990
$311,827
Total Revenue per Audited Statements
$47,758,260
Total Revenue per Form 990
$47,690,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,470,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-1,421,341

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$39,465,300
Other Salaries and Wages---$1,538,251
Fees for Services Legal---$759,715
Pension Plan Contributions---$725,929
Current Officers, Directors, Trustees, and Key Employees---$632,277
Fees for Services Accounting---$542,517
Other Employee Benefits---$425,040
Insurance---$255,417
Occupancy---$244,003
Fees for Service Investment Mgmnt Fees---$243,999
Fees for Services Other---$210,335
Payroll Taxes---$149,473
Information Technology---$128,700
Conferences and Meetings---$29,774
Depreciation Depletion---$26,354
Other Expenses---$-3,950,305
Total Functional Expenses$0$0$0$41,514,929

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$41,514,929
Expenses per Audited Statements$39,354,892
Total Expenses per Audited Statements$39,354,892
Expenses Not Reported on Financial Statements$2,160,037
Other Expense Adjustments$1,916,038
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family MemberSalary/benNo$129,823
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$12,835,488
Plans Current Benefit Obligations$5,883,578
Due to Broker$337,485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The plan is jointly administered by trustees who are appointed by the district council and by the employer association.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was prepared in coordination with management of the organization and was reviewed with the board of trustees prior to submission.”

Form 990, Part VI, Section B, Line 12C

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“No documents available to public. Participants may view documents at the fund office upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Njbls Welfare Fund
EIN
22-1764453
Phone
2019630633
Address
485 ROUTE 1 B-401, ISELIN, NJ 08830

Signing Officer

Name
Michael Hellstrom
Title
Co-chairman
Phone
2019630633
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Kemple
Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
22
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

SCHEDULE O: SUPPLEMENTAL INFORMATION

“The retiree plan of the njbls was formed during year ended december 31, 2011 with a separate plan number but the same ein number as the njbls welfare fund. This form 990 includes the activity from the audited financial statements of the njbls welfare fund and the audited financial statements of the retiree plan of the njbls.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in ibnr 1,916,038.”

Raw XML AppendixShowing 400 of 864 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0655247
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0443391
IRS990/AccountsReceivableGrp/BOYAmt09378984
IRS990/AccountsReceivableGrp/EOYAmt09595881
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt039465300
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIMBERLY KEMPLE
IRS990/BooksInCareOfDetail/PhoneNum02019630633
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0485 ROUTE 1 SUITE B-401
IRS990/BooksInCareOfDetail/USAddress/CityNm0ISELIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008830
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019897508
IRS990/CashNonInterestBearingGrp/EOYAmt023478526
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0632277
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt029774
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0928026
IRS990/ContractorCompensationGrp/CompensationAmt1613568
IRS990/ContractorCompensationGrp/CompensationAmt2539267
IRS990/ContractorCompensationGrp/CompensationAmt3264366
IRS990/ContractorCompensationGrp/CompensationAmt4127835
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0185 ASYLUM STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt191 FIELDCREST AVE STE 35
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2450 WIRELESS BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3550 HILLS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4333 WEST 34TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1EDISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HAUPPAUGE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BEDMINSTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd108837
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd211788
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd307921
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0UNITED HEALTH CARE SERVICES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1KROLL HEINEMAN PTASIEWICZ & PARSONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SCHULTHEIS & PANETTIERI LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3WOODBRIDGE EXECUTIVE LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4THE SEGAL COMPANY (EASTERN STATES) INC
IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL SERVICE FEES
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc2AUDITING
IRS990/ContractorCompensationGrp/ServicesDesc3RENT
IRS990/ContractorCompensationGrp/ServicesDesc4ACTUARIAL CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt039465300
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04897234
IRS990/CYOtherExpensesAmt0-1421341
IRS990/CYOtherRevenueAmt010522
IRS990/CYProgramServiceRevenueAmt042782676
IRS990/CYRevenuesLessExpensesAmt06175503
IRS990/CYSalariesCompEmpBnftPaidAmt03470970
IRS990/CYTotalExpensesAmt041514929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt047690432
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0136772
IRS990/DeferredRevenueGrp/EOYAmt0131474
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt026354
IRS990/Desc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0542517
IRS990/FeesForServicesLegalGrp/TotalAmt0759715
IRS990/FeesForServicesOtherGrp/TotalAmt0210335
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0243999
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt312.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt415.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt017.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt117.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt417.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt058725
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt164760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt254952
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt364760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt464760
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0VICTORIA PETERSON-MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KIMBERLY KEMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW GODZWON
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN DOMINGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4MARITZA PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER CUPO
IRS990/Form990PartVIISectionAGrp/PersonNm6BRYAN HALFEN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL E HELLSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL ROLDAN
IRS990/Form990PartVIISectionAGrp/PersonNm9CARL E STYLES
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT GARIEPY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSEPH GIORDANO
IRS990/Form990PartVIISectionAGrp/PersonNm13JACK KOCSIS
IRS990/Form990PartVIISectionAGrp/PersonNm14PHIL PRICSO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0326598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1182194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2121696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3105981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4102063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0FUND ADMIN - THRU 12/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt1FUND ADMIN - EFF 12/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR CA ANALYST
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01544188
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt056650336
IRS990/GrossReceiptsAmt0102796580
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0128700
IRS990/InsuranceGrp/TotalAmt0255417
IRS990/InvestmentIncomeGrp/ExclusionAmt03353046
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03353046
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt014797828
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016179340
IRS990/InvestmentsPubTradedSecGrp/BOYAmt071702268
IRS990/InvestmentsPubTradedSecGrp/EOYAmt075008538
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0128059
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0103638
IRS990/LandBldgEquipBasisNetGrp/EOYAmt098814
IRS990/LandBldgEquipCostOrOtherBssAmt0226873
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt055106148
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt098930353
IRS990/NetAssetsOrFundBalancesEOYAmt0105417683
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01544188
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01544188
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0311827
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0244003
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0688000
IRS990/OtherAssetsTotalGrp/EOYAmt0688000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0425040
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt088150
IRS990/OtherExpensesGrp/TotalAmt1-3950305
IRS990/OtherLiabilitiesGrp/BOYAmt016845854
IRS990/OtherLiabilitiesGrp/EOYAmt019056551
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010522
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010522
IRS990/OtherRevenueTotalAmt010522
IRS990/OtherSalariesAndWagesGrp/TotalAmt01538251
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0149473
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0725929
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIMBERLY KEMPLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039569411
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13213265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039569411
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13213265
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt038487396
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02590983
IRS990/PYOtherExpensesAmt0-628510
IRS990/PYOtherRevenueAmt09528
IRS990/PYProgramServiceRevenueAmt041767353
IRS990/PYRevenuesLessExpensesAmt03422801
IRS990/PYSalariesCompEmpBnftPaidAmt03086177
IRS990/PYTotalExpensesAmt040945063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt044367864
IRS990/ReconcilationRevenueExpnssAmt06175503
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt098930353
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0105417683
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt098814
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0192394
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02160037
IRS990ScheduleD/ExpensesSubtotalAmt039354892
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0243999
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0243999
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0311827
IRS990ScheduleD/OtherExpensesNotIncludedAmt01916038
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034479
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012835488
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15883578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2337485
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07318944
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14554124
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24306272
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ULLICO SEPARATE ACCT W1
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NT COMMON EAFE INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AFL-CIO HOUSING
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0311827
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0243999
IRS990ScheduleD/RevenueSubtotalAmt047446433
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR 1,916,038.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098814
IRS990ScheduleD/TotalBookValueSecuritiesAmt016179340
IRS990ScheduleD/TotalExpensesPerForm990Amt041514929
IRS990ScheduleD/TotalLiabilityAmt019056551
IRS990ScheduleD/TotalRevenuePerForm990Amt047690432
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt047758260
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039354892
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0222116
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1164013
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2116311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3102175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt498292
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount09615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount16731
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount25385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount33806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount43771
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.