2024-11-12T14:32:32-06:00 2023-12-31 131578842 BUCHBINDER TUNICK & COMPANY ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 133050863 METRO - ILA FRINGE BENEFIT FUND METR 2018420202 301 ROUTE 17N RUTHERFORD NJ 07070 GEORGE BUENO FUND ADMINISTRATOR 2018420202 2024-11-12 1 0 TED KIRSHENBAUM P01260796 2126955003 2023 2024-10-15 13:58:12Z JOSEPH A RAGUSA 301 ROUTE 17N RUTHERFORD NJ 07070 93095239 0 X METRO-ILA.COM X 1981 NJ TO PROVIDE FRINGE AND WELFARE BENEFITS. 4 4 9 0 0 0 0 0 51292298 48402665 543728 841348 11244 13498 51847270 49257511 0 0 45876972 47079549 520175 572850 0 0 0 448479 448230 46845626 48100629 5001644 1156882 69477700 73316234 173452 81348 69304248 73234886 THE FUND IS ESTABLISHED FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS TO PROVIDE CERTAIN FRINGE BENEFITS. 0 0 THE PLAN PROVIDES HEALTH BENEFITS (LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY, MAJOR MEDICAL, HOSPITALIZATION AND SURGICAL, CLINIC, PHARMACY, OPTICAL AND DENTAL SERVICES, AN EMPLOYEE ASSISTANCE PROGRAM, VACATION BENEFITS, PAID HOLIDAY BENEFITS, JURY DUTY AND BEREAVEMENT), FOR THE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES SUPPLEMENTAL CATASTROPHIC ILLNESS PROTECTION TO SUPPLEMENT MAJOR MEDICAL INSURANCE. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 9 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 X GEORGE BUENO PLAN ADMINISTRATOR 2018420202 301 ROUTE 17N RUTHERFORD NJ 07070 X JOSEPH A RAGUSA TRUSTEE 0.50 X 0 0 0 MICHAEL DEMEO TRUSTEE 0.50 X 0 0 0 MICHAEL VIGNERON TRUSTEE 0.50 X 0 0 0 FRANK AGOSTA TRUSTEE 0.50 X 0 0 0 MARK KIELY ALTERNATE TRUSTEE 0.50 X 0 0 0 JEROME BRANCATO BENEFIT DIRECTOR 14.00 X 251072 0 91025 GEORGE BUENO PLAN ADMINISTRATOR 12.00 X 163493 0 86989 414565 0 178014 2 0 1 0 0 CONTRIBUTIONS - EMPLOYERS 900099 48402665 48402665 48402665 1876200 1876200 42802876 43837728 -1034852 -1034852 -1034852 MISCELLANEOUS INCOME 900099 13498 13498 13498 49257511 48416163 0 841348 47079549 136065 261207 93758 46924 34896 79889 48000 132151 69895 51813 43159 4049 4268 13241 DUES, REGISTRATION FEES 1765 48100629 20613332 20831551 8769175 8864249 91763 101745 182459 96218 44109 86241 39530461 42838150 428860 594298 69477700 73316234 173452 81348 173452 81348 X 0 0 0 0 69304248 73234886 69304248 73234886 69477700 73316234 1156882 2773756 0 X 0 1 X 0 0 6128 5731 397 33692 31297 2395 142639 59190 83449 86241 X 51899116 2773756 2773756 49125360 132151 132151 49257511 47968478 0 47968478 132151 132151 48100629 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020 . X 0 0 0 JEROME BRANCATO BENEFIT DIRECTOR 251072 0 0 0 0 0 0 0 91025 0 342097 0 0 0 GEORGE BUENO PLAN ADMINISTRATOR 163493 0 0 0 0 0 0 0 86989 0 250482 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEWS AND AUTHORIZES COMPENSATION FOR ALL EMPLOYEES, INCLUDING FOR TOP MANAGEMENT OFFICIAL, BY USING MARKET COMPARABLE DATA. THE REVIEW PROCESS IS CONDUCTED AT THE BOARD MEETINGS AND DOCUMENTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF A PARTICIPANT'S WRITTEN REQUEST. FORM 990, PART V, LINE 2A: THE FUND ALSO ISSUED FORM W-3 FOR THEIR PARTICIPANTS WHO RECEIVED VACATION AND HOLIDAY BENEFITS. THEY ARE PARTICIPANTS AND THEY ARE NOT EMPLOYEES OF THE FUND. THE NUMBER OF FORM W-2 ISSUED TO THE PARTICIPANTS IN 2023 WAS 1,048 WHICH WAS ALSO STATED UNDER A SEPARATE FORM W-3. METRO-ILA PENSION FUND 301 ROUTE 17N RUTHERFORD NJ 07070 131939129 SHARED OFFICE ADMINISTRATIVE COSTS NJ 1.401-1(B)(3) 0 METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN 301 ROUTE 17N RUTHERFORD NJ 07070 223525303 SHARED OFFICE ADMINISTRATIVE COSTS NJ 1.401-1(B)(3) 0 ILA LOCAL 1804-1 ILA LOCAL 1814 AG SHIP MAINTENANCE CORP AMERICAN MARITIME APEXEL CORPORATION BAY CONTAINER REPAIR OF NJ CARGOTEC CRANE AND ELECTRICAL SERVICES USA INC COLUMBIA CONTAINERS CONTAINER SERVICES OF NJ INC F & S TIRE CORP INC INTER-MARINE INSPECTION CORP IRONBOUND INTERMODAL IND INC ISLAND SECURING & MAINTENANCE JR SMITH WELDING SERVICES INC MALONEY COMMODITY SERVIES PORT EQUIPMENT SPECIALISTS PORT NEWARK DEPOT INC PORT NEWARK MAINTENANCE & REPAIR LLC PORT SECURING & MAINTENANCE INC OF NJ PORTS AMERICA INC R MARKEY & SONS INC ZPMC NA EAST COAST INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 METRO-ILA PENSION FUND O 474931 SHARED ADM. COST AGREEMENT METRO-ILA PENSION FUND Q 544318 ACTUAL EXPENSES SHARED METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN O 327735 SHARED ADM. COST AGREEMENT METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN Q 408328 ACTUAL EXPENSES SHARED