Civic Intelligence

Tma-Ila Welfare Plan

EIN 59-1960263 • 501(c)9 • Salem, VA

View Organization Page

Profile

To fund health and life insurance benefits for eligible participants who are members of the international longshoremen's association locals 1402 and 1691.

P O Box 1769Salem, VA 24153

n/A

Siviq Scores

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

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.09x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-5.5%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,440,289

Up $305,094 (+14%) from 2023

Liabilities

Up

$221,087

Up $39,701 (+22%) from 2023

Net Assets

Up

$2,219,202

Up $265,393 (+14%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin26th percentile

Revenue

Up

$2,350,134

Up $294,520 (+14%) from 2023

Expenses

Up

$2,478,438

Up $382,378 (+18%) from 2023

Net Income

Down

-$128,304

Down $87,858 (-217%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $759,712Liabilities 2011: $90,211Net Assets 2011: $669,5012011Assets 2012: $1,091,375Liabilities 2012: $107,327Net Assets 2012: $984,0482012Assets 2013: $1,340,502Liabilities 2013: $69,913Net Assets 2013: $1,270,5892013Assets 2014: $1,554,350Liabilities 2014: $79,147Net Assets 2014: $1,475,2032014Assets 2015: $1,656,743Liabilities 2015: $1,000Net Assets 2015: $1,655,7432015Assets 2016: $1,857,920Liabilities 2016: $1,390Net Assets 2016: $1,856,5302016Assets 2017: $1,846,817Liabilities 2017: $7,714Net Assets 2017: $1,839,1032017Assets 2018: $2,044,781Liabilities 2018: $1,000Net Assets 2018: $2,043,7812018Assets 2019: $1,931,045Liabilities 2019: $1,411Net Assets 2019: $1,929,6342019Assets 2020: $2,000,158Liabilities 2020: $717Net Assets 2020: $1,999,4412020Assets 2021: $2,207,923Liabilities 2021: $472Net Assets 2021: $2,207,4512021Assets 2022: $1,803,533Liabilities 2022: $1,274Net Assets 2022: $1,802,2592022Assets 2023: $2,135,195Liabilities 2023: $181,386Net Assets 2023: $1,953,8092023Assets 2024: $2,440,289Liabilities 2024: $221,087Net Assets 2024: $2,219,2022024

Highlighted filing

2024

Assets$2,440,289
Liabilities$221,087
Net Assets$2,219,202
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,556,586Expenses 2011: $1,230,815Net Income 2011: $325,7712011Revenue 2012: $1,480,169Expenses 2012: $1,165,622Net Income 2012: $314,5472012Revenue 2013: $1,560,366Expenses 2013: $1,274,211Net Income 2013: $286,1552013Revenue 2014: $1,469,417Expenses 2014: $1,264,803Net Income 2014: $204,6142014Revenue 2015: $1,500,530Expenses 2015: $1,299,560Net Income 2015: $200,9702015Revenue 2016: $1,291,384Expenses 2016: $1,201,482Net Income 2016: $89,9022016Revenue 2017: $1,246,262Expenses 2017: $1,364,998Net Income 2017: -$118,7362017Revenue 2018: $1,525,706Expenses 2018: $1,429,251Net Income 2018: $96,4552018Revenue 2019: $1,421,160Expenses 2019: $1,619,863Net Income 2019: -$198,7032019Revenue 2020: $1,287,717Expenses 2020: $1,405,633Net Income 2020: -$117,9162020Revenue 2021: $1,214,554Expenses 2021: $1,295,418Net Income 2021: -$80,8642021Revenue 2022: $1,844,698Expenses 2022: $1,948,792Net Income 2022: -$104,0942022Revenue 2023: $2,055,614Expenses 2023: $2,096,060Net Income 2023: -$40,4462023Revenue 2024: $2,350,134Expenses 2024: $2,478,438Net Income 2024: -$128,3042024

Highlighted filing

2024

Revenue$2,350,134
Expenses$2,478,438
Net Income-$128,304
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,440,289
Liabilities
$221,087
Net assets
$2,219,202
Revenue
$2,350,134
Expenses
$2,478,438
Net income
-$128,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.22$2.22$2.35$2.48$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.18$1.95$2.06$2.10$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$1.84$1.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.21$1.30$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.29$1.41$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.42$1.62$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.53$1.43$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$1.25$1.36$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.29$1.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.50$1.30$0.20
2014Summary only. Only limited summary data is available for this year.$1.55$0.08$1.48$1.47$1.26$0.20
2013Summary only. Only limited summary data is available for this year.$1.34$0.07$1.27$1.56$1.27$0.29
2012Summary only. Only limited summary data is available for this year.$1.09$0.11$0.98$1.48$1.17$0.31
2011Summary only. Only limited summary data is available for this year.$0.76$0.09$0.67$1.56$1.23$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 7, 2025
Return Version
2023v6.0
Gross Receipts
$2,350,134
Mission and Program Overview

Mission

To fund health and life insurance benefits for eligible participants who are members of the international longshoremen's association locals 1402 and 1691.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,953,809$2,219,202▲ $265,393
Investments in Publicly Traded Securities$1,694,594$1,919,083▲ $224,489
Cash and Non-Interest-Bearing Accounts$215,802$261,747▲ $45,945
Accounts Receivable$222,371$254,335▲ $31,964
Savings and Temporary Cash Investments$178$2,874▲ $2,696
Total Assets$2,135,195$2,440,289▲ $305,094
Other Assets Total$2,250$2,250→ $0
Liabilities
Accounts Payable and Accrued Expenses$181,386$221,087▲ $39,701
Total Liabilities$181,386$221,087▲ $39,701
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,953,809$2,219,202▲ $265,393
Total Liabilities and Net Assets / Fund Balance$2,135,195$2,440,289▲ $305,094
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andre DavisCo-chairman
Fred CastonguayCo-chairman
Joe HallAlt Trustee
Manny FernandezAlt Trustee
Trennell JohnsonAlt Trustee
Victoria DurandAlt Trustee
Leroy GreenTrustee
Matt YoungTrustee
Nicholas DifrescoTrustee
Travis RhodesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,315,727
Investment Income
$34,407
Other Revenue
$0
Change in Net Assets
$-128,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,343,788
Revenue Not Reported on Financial Statements
$6,346
Revenue Not Reported on Form 990
$393,697
Total Revenue per Audited Statements
$2,737,485
Total Revenue per Form 990
$2,350,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,662
Salaries, Compensation, and Employee Benefits$18,385
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,369,391
Fees for Services Management---$29,880
Fees for Services Accounting---$20,000
Other Salaries and Wages---$13,074
Fees for Services Legal---$8,588
Fees for Services Other---$7,680
Conferences and Meetings---$7,294
Office Expenses---$7,290
Fees for Service Investment Mgmnt Fees---$6,346
Other Employee Benefits---$4,065
Other Expenses---$2,267
Insurance---$1,317
Payroll Taxes---$1,246
Total Functional Expenses$0$0$0$2,478,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,478,438
Expenses per Audited Statements$2,472,092
Total Expenses per Audited Statements$2,472,092
Expenses Not Reported on Financial Statements$6,346
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
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“A copy of the form 990 was given to each trustee for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts are disclosed during trustee meetings, if a conflict arises the trustee abstains from voting.”

Form 990, Page 6, Part VI, Line 15A

“This question does not apply for this organization, as these positions do not exist.”

Form 990, Page 6, Part VI, Line 15B

“This question does not apply for this organization, as these positions do not exist.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, policies, and financial statements are available upon request. Summary plan information is mailed to participants.”

Filing and Contact Details

Filer

Filer Name
Tma-ila Welfare Plan
EIN
59-1960263
Phone
5403457735
Address
P O BOX 1769, SALEM, VA 24153

Signing Officer

Name
Andre Davis
Title
Co-chairman
Phone
5403451135
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Castonguay
Formed
1956
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Anderson & Reed Llp
Address
1515 FRANKLIN RD SW, ROANOKE, VA 24016-5206
Preparer
Martha K Boone
Phone
5403444333
Supplemental Narrative

Additional Explanations

Form 990, Part V

“Line 1a, number reported in box 3 of form 1096: for payments to service providers required to be reported on form 1099.”

Raw XML Appendix363 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/BOYAmt0181386
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0221087
IRS990/AccountsReceivableGrp/BOYAmt0222371
IRS990/AccountsReceivableGrp/EOYAmt0254335
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND HEALTH AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS WHO ARE MEMBERS OF THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCALS 1402 AND 1691.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02369391
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05403457735
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1769
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024153
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0215802
IRS990/CashNonInterestBearingGrp/EOYAmt0261747
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt07294
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02369391
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt034407
IRS990/CYOtherExpensesAmt090662
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02315727
IRS990/CYRevenuesLessExpensesAmt0-128304
IRS990/CYSalariesCompEmpBnftPaidAmt018385
IRS990/CYTotalExpensesAmt02478438
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02350134
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDED HEALTH AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt020000
IRS990/FeesForServicesLegalGrp/TotalAmt08588
IRS990/FeesForServicesManagementGrp/TotalAmt029880
IRS990/FeesForServicesOtherGrp/TotalAmt07680
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06346
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED CASTONGUAY
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDRE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2MATT YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3TRAVIS RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm4NICHOLAS DIFRESCO
IRS990/Form990PartVIISectionAGrp/PersonNm5LEROY GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm6MANNY FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm7JOE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm8VICTORIA DURAND
IRS990/Form990PartVIISectionAGrp/PersonNm9TRENNELL JOHNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALT TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02350134
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/TotalAmt01317
IRS990/InvestmentIncomeGrp/ExclusionAmt034407
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034407
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01694594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01919083
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND HEALTH AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS WHO ARE MEMBERS OF THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCALS 1402 AND 1691.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01953809
IRS990/NetAssetsOrFundBalancesEOYAmt02219202
IRS990/NetUnrlzdGainsLossesInvstAmt0393697
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt07290
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02250
IRS990/OtherAssetsTotalGrp/EOYAmt02250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04065
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt02267
IRS990/OtherSalariesAndWagesGrp/TotalAmt013074
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt01246
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FRED CASTONGUAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02276763
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02276763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138964
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01979004
IRS990/PYInvestmentIncomeAmt032379
IRS990/PYOtherExpensesAmt082221
IRS990/PYProgramServiceRevenueAmt02023235
IRS990/PYRevenuesLessExpensesAmt0-40446
IRS990/PYSalariesCompEmpBnftPaidAmt034835
IRS990/PYTotalExpensesAmt02096060
IRS990/PYTotalRevenueAmt02055614
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-128304
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01953809
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02219202
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02874
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06346
IRS990ScheduleD/ExpensesSubtotalAmt02472092
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06346
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06346
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0393697
IRS990ScheduleD/RevenueNotReportedAmt0393697
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06346
IRS990ScheduleD/RevenueSubtotalAmt02343788
IRS990ScheduleD/TotalExpensesPerForm990Amt02478438
IRS990ScheduleD/TotalRevenuePerForm990Amt02350134
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02737485
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02472092
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096: FOR PAYMENTS TO SERVICE PROVIDERS REQUIRED TO BE REPORTED ON FORM 1099.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS GIVEN TO EACH TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS ARE DISCLOSED DURING TRUSTEE MEETINGS, IF A CONFLICT ARISES THE TRUSTEE ABSTAINS FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS QUESTION DOES NOT APPLY FOR THIS ORGANIZATION, AS THESE POSITIONS DO NOT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS QUESTION DOES NOT APPLY FOR THIS ORGANIZATION, AS THESE POSITIONS DO NOT EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SUMMARY PLAN INFORMATION IS MAILED TO PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TMA-ILA PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TMA-ILA CONTAINER ROYALTY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTL LONGSHOREMEN'S ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0LOCAL 1402
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596145175
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1352250520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2590304134
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ROYALTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LABOR UN
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02135195
IRS990/TotalAssetsEOYAmt02440289
IRS990/TotalAssetsGrp/BOYAmt02135195
IRS990/TotalAssetsGrp/EOYAmt02440289
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02478438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0181386
IRS990/TotalLiabilitiesEOYAmt0221087
IRS990/TotalLiabilitiesGrp/BOYAmt0181386
IRS990/TotalLiabilitiesGrp/EOYAmt0221087
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01953809
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02219202
IRS990/TotalProgramServiceRevenueAmt02315727
IRS990/TotalRevenueGrp/ExclusionAmt034407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02315727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02350134
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02135195
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02440289
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1769
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024153
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05403451135
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TMA-ILA WELFARE PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INTERNATIONAL LONGSHOREMEN'S ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0TAMP
ReturnHeader/Filer/EIN0591960263
ReturnHeader/Filer/PhoneNum05403457735
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1769
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024153
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540617257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON & REED LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 FRANKLIN RD SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0240165206
ReturnHeader/PreparerPersonGrp/PhoneNum05403444333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA K BOONE
ReturnHeader/ReturnTs02025-08-13T14:05:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.