Civic Intelligence

Njbls Welfare Fund

990 • Fiscal year 2019 • EIN 22-1764453

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 14, 2020

Organization ProfileN/A

View Organization Page

3218 Kennedy BlvdJersey City, NJ 07306-3416

(201) 963-0633

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.15x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.33x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$360,123

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$105,913,819

Up $10,496,981 (+11%) from 2018

Net Assets

Up

$89,614,601

Up $8,555,637 (+11%) from 2018

Liabilities

Up

$16,299,218

Up $1,941,344 (+14%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Up

$48,976,223

Up $2,671,838 (+5.8%) from 2018

Expenses

Up

$43,636,405

Up $2,368,759 (+5.7%) from 2018

Net Income

Up

$5,339,818

Up $303,079 (+6.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$105,913,819
Liabilities$16,299,218
Net Assets$89,614,601
Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$48,976,223
Expenses$43,636,405
Net Income$5,339,818
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 14, 2020
Return Version
2019v5.1
Gross Receipts
$101,346,472
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

The purpose of the trust is to provide medical and death benefits to eligible active and retiree participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$81,058,964$89,614,601▲ $8,555,637
Investments in Publicly Traded Securities$63,656,573$71,342,060▲ $7,685,487
Cash and Non-Interest-Bearing Accounts$22,573,401$25,940,315▲ $3,366,914
Accounts Receivable$8,411,721$7,802,654▼ $609,067
Land, Buildings, and Equipment, Net$125,143$140,790▲ $15,647
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$95,416,838$105,913,819▲ $10,496,981
Other Assets Total$650,000$688,000▲ $38,000
Liabilities
Other Liabilities$13,090,887$15,353,278▲ $2,262,391
Accounts Payable and Accrued Expenses$1,115,666$805,949▼ $309,717
Deferred Revenue$151,321$139,991▼ $11,330
Total Liabilities$14,357,874$16,299,218▲ $1,941,344
Net Assets / Fund Balance
Total Net Assets Fund Balance$81,058,964$89,614,601▲ $8,555,637
Total Liabilities and Net Assets / Fund Balance$95,416,838$105,913,819▲ $10,496,981

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$123,700$93,195$216,895
Other Land Buildings$17,090$21,363$38,453
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary CastrovinciFund Admin.FT$296,063$64,060$360,123
Kimberly KempleCollections MgrFT$134,918$63,696$198,614

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Raymond M PocinoCo-chairman
Carl StylesTrustee
Christopher Cupo Eff 619Trustee
Joseph GiordanoTrustee
Michael FitzpatrickTrustee
Paul RoldanTrustee
Phil PricsoTrustee
Robert DrobishTrustee
Robert GariepyTrustee
Thomas Ramsay Thru 619Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$1,006,432
Kroll Heineman Carton LLCLegal99 WOOD AVE SO STE 307, Iselin, NJ 08830$629,067
Schultheis & Panettieri LLPAuditing450 WIRELESS BLVD, Hauppauge, NY 11788$568,975
Zenith American SolutionsThird Party Admin10440 LITTLE PATUXENT PKWY, Columbia, MD 21044$425,671
The Segal Company (eastern States) INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$165,561
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,608,912
Investment Income
$2,364,703
Other Revenue
$2,608
Change in Net Assets
$5,339,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,855,260
Revenue Not Reported on Financial Statements
$120,963
Revenue Not Reported on Form 990
$3,215,819
Total Revenue per Audited Statements
$52,071,079
Total Revenue per Form 990
$48,976,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,172,003
Other Expenses$176,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$41,288,192
Other Salaries and Wages---$788,947
Fees for Services Legal---$763,697
Fees for Services Accounting---$575,957
Current Officers, Directors, Trustees, and Key Employees---$558,737
Pension Plan Contributions---$430,536
Other Employee Benefits---$301,944
Insurance---$201,036
Fees for Services Other---$161,321
Office Expenses---$124,266
Fees for Service Investment Mgmnt Fees---$120,963
Payroll Taxes---$91,839
Occupancy---$81,900
Conferences and Meetings---$43,898
Information Technology---$28,361
Depreciation Depletion---$27,473
Other Expenses---$-2,378,333
Total Functional Expenses$0$0$0$43,636,405

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$43,636,405
Expenses per Audited Statements$42,422,268
Total Expenses per Audited Statements$42,422,268
Expenses Not Reported on Financial Statements$1,214,137
Other Expense Adjustments$1,093,174
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$9,763,335
Plans Current Benefit Obligations$5,462,385
Due to Broker$127,558
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
No
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
3218 KENNEDY BLVD, JERSEY CITY, NJ 07306-3416

Signing Officer

Name
Mary Castrovinci
Title
Fund Admin.
Phone
2019630633
Signed
2020-10-14
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
18
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 1,093,174.”

Raw XML AppendixShowing 400 of 717 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt12COLLECTIONS MGR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0536812
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052907061
IRS990/GrossReceiptsAmt0101346472
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt028361
IRS990/InsuranceGrp/TotalAmt0201036
IRS990/InvestmentIncomeGrp/ExclusionAmt01827891
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01827891
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt063656573
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071342060
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0114558
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0125143
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0140790
IRS990/LandBldgEquipCostOrOtherBssAmt0255348
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt052370249
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt081058964
IRS990/NetAssetsOrFundBalancesEOYAmt089614601
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0536812
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0536812
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03215819
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt081900
IRS990/OfficeExpensesGrp/TotalAmt0124266
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0650000
IRS990/OtherAssetsTotalGrp/EOYAmt0688000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0301944
IRS990/OtherExpensesGrp/Desc0THIRD PARTY ADMIN
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0425671
IRS990/OtherExpensesGrp/TotalAmt1-2378333
IRS990/OtherLiabilitiesGrp/BOYAmt013090887
IRS990/OtherLiabilitiesGrp/EOYAmt015353278
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02608
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02608
IRS990/OtherRevenueTotalAmt02608
IRS990/OtherSalariesAndWagesGrp/TotalAmt0788947
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt091839
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0430536
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043560146
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13048766
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043560146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13048766
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt039200035
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01665989
IRS990/PYOtherExpensesAmt0379751
IRS990/PYOtherRevenueAmt0111298
IRS990/PYProgramServiceRevenueAmt044527098
IRS990/PYRevenuesLessExpensesAmt05036739
IRS990/PYSalariesCompEmpBnftPaidAmt01687860
IRS990/PYTotalExpensesAmt041267646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046304385
IRS990/ReconcilationRevenueExpnssAmt05339818
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt081058964
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt089614601
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0123700
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093195
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0216895
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01214137
IRS990ScheduleD/ExpensesSubtotalAmt042422268
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0120963
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0120963
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03215819
IRS990ScheduleD/OtherExpensesNotIncludedAmt01093174
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017090
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021363
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09763335
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15462385
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2127558
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/RevenueNotReportedAmt03215819
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0120963
IRS990ScheduleD/RevenueSubtotalAmt048855260
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR 1,093,174.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0140790
IRS990ScheduleD/TotalExpensesPerForm990Amt043636405
IRS990ScheduleD/TotalLiabilityAmt015353278
IRS990ScheduleD/TotalRevenuePerForm990Amt048976223
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt052071079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042422268
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0296063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1134918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt034082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt134082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt123920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt06058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt15694
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARY CASTROVINCI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KIMBERLY KEMPLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COLLECTIONS MGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0360123
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1198614
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MARY CASTROVINCI RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 37% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. KIMBERLY KEMPLE RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS COLLECTIONS MANAGER OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 47% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY THE EMPLOYER ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE O: SUPPLEMENTAL INFORMATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,913,819
Liabilities
$16,299,218
Net assets
$89,614,601
Revenue
$48,976,223
Expenses
$43,636,405
Net income
$5,339,818
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
2019Detailed filing. Detailed filing data is available for this year.$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
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