Civic Intelligence

New Jersey Ins Underwriting Assoc Retirement Medical Benefit Trust

990 • Fiscal year 2017 • EIN 46-5297603

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization Profilen/a
744 Broad Street STE 1100Newark, NJ 07102

(973) 718-6021

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

75%

Higher net margin than 92% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

22%

Faster asset growth than 90% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,848,025

Up $695,041 (+22%) from 2016

Net Assets

Up

$3,848,025

Up $695,041 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin92nd percentile

Revenue

Down

$929,330

Down $369,191 (-28%) from 2016

Expenses

Down

$234,289

Down $19,895 (-7.8%) from 2016

Net Income

Down

$695,041

Down $349,296 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,147,500Liabilities 2014: $0Net Assets 2014: $1,147,5002014Assets 2015: $2,108,647Liabilities 2015: $0Net Assets 2015: $2,108,6472015Assets 2016: $3,152,984Liabilities 2016: $0Net Assets 2016: $3,152,9842016Assets 2017: $3,848,025Liabilities 2017: $0Net Assets 2017: $3,848,0252017Assets 2018: $3,876,065Liabilities 2018: $0Net Assets 2018: $3,876,0652018Assets 2019: $4,110,766Liabilities 2019: $0Net Assets 2019: $4,110,7662019Assets 2020: $4,283,126Liabilities 2020: $0Net Assets 2020: $4,283,1262020Assets 2021: $4,453,648Liabilities 2021: $0Net Assets 2021: $4,453,6482021Assets 2022: $4,281,260Liabilities 2022: $0Net Assets 2022: $4,281,2602022Assets 2023: $4,590,426Liabilities 2023: $0Net Assets 2023: $4,590,4262023Assets 2024: $4,729,035Liabilities 2024: $0Net Assets 2024: $4,729,0352024

Highlighted filing

2017

Assets$3,848,025
Liabilities$0
Net Assets$3,848,025
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,423,873Expenses 2014: $276,373Net Income 2014: $1,147,5002014Revenue 2015: $1,247,754Expenses 2015: $286,607Net Income 2015: $961,1472015Revenue 2016: $1,298,521Expenses 2016: $254,184Net Income 2016: $1,044,3372016Revenue 2017: $929,330Expenses 2017: $234,289Net Income 2017: $695,0412017Revenue 2018: $278,769Expenses 2018: $212,331Net Income 2018: $66,4382018Revenue 2019: $281,142Expenses 2019: $180,518Net Income 2019: $100,6242019Revenue 2020: $271,676Expenses 2020: $210,765Net Income 2020: $60,9112020Revenue 2021: $250,715Expenses 2021: $211,578Net Income 2021: $39,1372021Revenue 2022: $251,787Expenses 2022: $207,115Net Income 2022: $44,6722022Revenue 2023: $346,822Expenses 2023: $198,553Net Income 2023: $148,2692023Revenue 2024: $181,594Expenses 2024: $202,105Net Income 2024: -$20,5112024

Highlighted filing

2017

Revenue$929,330
Expenses$234,289
Net Income$695,041
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$1,012,330
Mission and Program Overview

Mission

The purpose of the new jersey underwriting association retiree medical trust (the "trust") is to provide a welfare benefits plan for all eligible retirees, as well as their dependents, of the new jersey insurance underwriting association (the "association"). The icso group health and welfare insurance plan (the "plan") provides payments and reimbursements of qualified medical premiums and expenses incurred by the participants. The payments are for qualifying medical care expenses, defined by section 213(d)(1) of the code, or medical insurance coverage. Membership benefits from the plan are not limited to officers, shareholders, or highly compensated employees. The appointed trustees will be responsible for the managing of the fund.

to provide a welfare benefits plan for all eligible retirees, as well as their dependents, of the new jersey insurance underwriting association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,152,984$3,848,025▲ $695,041
Rtn Earn Endowment Incm Other Fnds$3,152,984$3,848,025▲ $695,041
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,152,984$3,848,025▲ $695,041
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,152,984$3,848,025▲ $695,041
Total Liabilities and Net Assets / Fund Balance$3,152,984$3,848,025▲ $695,041
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Albert ChinDirector
Jennifer PeaksDirector
Steve MutterperlDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$899,289
Investment Income
$30,041
Other Revenue
$0
Change in Net Assets
$695,041
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$234,289
Total Functional Expenses$0$0$0$234,289
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI: Governance, Management, and Disclosure

“Section B, Line 11b Form 990 and accompanying schedules are prepared by an independent accounting firm. the association reviews the form 990 and accompanying schedules. all questions and issues are resolved with the independent accounting firm prior to filing with the internal revenue service center. Section C, Line 19 The organization makes its governing documents and three most current years of financial statements and Form 990s available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Jersey Underwriting Association Retiree
EIN
46-5297603
In Care Of
% ALBERT CHIN
Phone
9737186021
Address
744 Broad Street STE 1100, Newark, NJ 07102

Signing Officer

Name
Albert K Chin
Title
Director
Phone
9732975235
Signed
2018-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mutterperl
Formed
2014
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Thomas Howell Ferguson PA
Address
2615 Centennial Blvd Suite 200, Tallahassee, FL 32308
Preparer
Stacey T Kolka
Phone
8506688100
Raw XML Appendix329 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0to provide a welfare benefits plan for all eligible retirees, as well as their dependents, of the new jersey insurance underwriting association.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt0234289
IRS990/BooksInCareOfDetail/PersonNm0ALBERT CHIN
IRS990/BooksInCareOfDetail/PhoneNum09737186021
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0744 BROAD STREET STE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Newark
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007102
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03152984
IRS990/CashNonInterestBearingGrp/EOYAmt03848025
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0234289
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030041
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0899289
IRS990/CYRevenuesLessExpensesAmt0695041
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0234289
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0929330
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide welfare benefits plans for eligible retirees, as well as their dependents, of the new jersey insurance underwriting association. In 2017, there were 47 participants which were comprised of 39 retirees and 8 spouses.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ALBERT CHIN
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER PEAKS
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE MUTTERPERL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-348
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt082652
IRS990/GrossReceiptsAmt01012330
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt030389
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030389
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt083000
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE NEW JERSEY UNDERWRITING ASSOCIATION RETIREE MEDICAL TRUST (THE "TRUST") IS TO PROVIDE A WELFARE BENEFITS PLAN FOR ALL ELIGIBLE RETIREES, AS WELL AS THEIR DEPENDENTS, OF THE NEW JERSEY INSURANCE UNDERWRITING ASSOCIATION (THE "ASSOCIATION"). THE ICSO GROUP HEALTH AND WELFARE INSURANCE PLAN (THE "PLAN") PROVIDES PAYMENTS AND REIMBURSEMENTS OF QUALIFIED MEDICAL PREMIUMS AND EXPENSES INCURRED BY THE PARTICIPANTS. THE PAYMENTS ARE FOR QUALIFYING MEDICAL CARE EXPENSES, DEFINED BY SECTION 213(D)(1) OF THE CODE, OR MEDICAL INSURANCE COVERAGE. MEMBERSHIP BENEFITS FROM THE PLAN ARE NOT LIMITED TO OFFICERS, SHAREHOLDERS, OR HIGHLY COMPENSATED EMPLOYEES. THE APPOINTED TRUSTEES WILL BE RESPONSIBLE FOR THE MANAGING OF THE FUND.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03152984
IRS990/NetAssetsOrFundBalancesEOYAmt03848025
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-348
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-348
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Steve Mutterperl
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER (NJIUA) CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0899289
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0899289
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0254184
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013087
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01285434
IRS990/PYRevenuesLessExpensesAmt01044337
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0254184
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01298521
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0695041
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03152984
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03848025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Section B, Line 11b Form 990 and accompanying schedules are prepared by an independent accounting firm. the association reviews the form 990 and accompanying schedules. all questions and issues are resolved with the independent accounting firm prior to filing with the internal revenue service center. Section C, Line 19 The organization makes its governing documents and three most current years of financial statements and Form 990s available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI: Governance, Management, and Disclosure
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03152984
IRS990/TotalAssetsEOYAmt03848025
IRS990/TotalAssetsGrp/BOYAmt03152984
IRS990/TotalAssetsGrp/EOYAmt03848025
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03152984
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03848025
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0899289
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030041
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0899289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0929330
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03152984
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03848025
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0744 Broad Street
IRS990/USAddress/CityNm0Newark
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007102
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT K CHIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09732975235
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0New Jersey Underwriting Association Retiree
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Medical Trust
ReturnHeader/Filer/BusinessNameControlTxt0NEWJ
ReturnHeader/Filer/EIN0465297603
ReturnHeader/Filer/InCareOfNm0% ALBERT CHIN
ReturnHeader/Filer/PhoneNum09737186021
ReturnHeader/Filer/USAddress/AddressLine1Txt0744 Broad Street STE 1100
ReturnHeader/Filer/USAddress/CityNm0Newark
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0659A660FF7EEF5077EC2AF40854F0BAF41E64EEC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046ECAC868BAE963C26C0E7E670263DBD5ADD0DB6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059163320182355000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.173.162.90
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas Howell Ferguson PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02615 Centennial Blvd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tallahassee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08506688100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacey T Kolka
ReturnHeader/ReturnTs02018-08-27T17:08:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,848,025
Liabilities
$0
Net assets
$3,848,025
Revenue
$929,330
Expenses
$234,289
Net income
$695,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.18$0.20$0.02
2023Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$0.35$0.20$0.15
2022Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.25$0.21$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.25$0.21$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.00$4.28$0.27$0.21$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.28$0.18$0.10
2018Summary only. Only limited summary data is available for this year.$3.88$0.00$3.88$0.28$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.93$0.23$0.70
2016Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$1.30$0.25$1.04
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.25$0.29$0.96
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$1.42$0.28$1.15