2025-11-17T13:00:09-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 236737795 TEAMSTERS UNION LOCAL 331 HEALTH & WELFARE TRUST FUND TEAM 6094850837 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 082151168 ABIMAEL ORTIZ TRUSTEE 6094850837 2025-11-17 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2024 2025-03-06 01:10:19Z ABIMAEL ORTIZ 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 08215 168364 0 X N/A X 1983 NJ TO PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING & LEGAL SERVICES 5 5 2 0 0 0 0 0 86780 93781 31009 22124 11562 52459 129351 168364 0 0 96452 70924 23602 20861 0 0 0 65599 145446 185653 237231 -56302 -68867 900255 830705 116796 65597 783459 765108 TO PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING & LEGAL SERVICES 0 0 TO PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING & LEGAL SERVICES 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X TRUSTEES 6094850837 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 08215 MARCUS KING TRUSTEE 2.00 50.00 X 0 74125 60517 ABIMAEL ORTIZ TRUSTEE 2.00 50.00 X 0 91173 84514 THOMAS RITTER TRUSTEE 2.00 0.00 X 0 0 0 LUIS FONSECA TRUSTEE 2.00 0.00 X 0 0 0 RENEE TURNER-INMAN TRUSTEE 2.00 0.00 X 0 0 0 ERICA N RASSMANN FUND ADMINISTRATOR 50.00 25.00 X 0 77745 80313 0 243043 225344 0 0 1 0 0 EMPLOYERS' CONTRIBUTIO 525100 93781 93781 93781 22124 22124 MISCELLANEOUS 900099 41979 41979 SCHOLARSHIP BANQUET IN 900099 10480 10480 52459 168364 146240 0 22124 70924 9404 5989 5283 185 4000 15000 10300 4324 87614 15580 171 1644 1737 SCHOLARSHIP BANQUET EXP 5076 237231 106089 125316 0 154732 40726 36123 3835 6191 11504 1644 11504 9860 621305 438888 116796 59595 900255 830705 0 6002 116796 59595 116796 65597 X 0 0 0 0 783459 765108 783459 765108 900255 830705 -68867 50516 0 X X 0 1 X 1 0 11504 1644 9860 9860 RIGHT OF USE ASSET 59595 59595 LEASE LIABILITIES 59595 59595 X 218880 50516 50516 168364 0 168364 237231 0 237231 0 237231 PART X, LINE 2: THE PLAN OBTAINED A FAVORABLE TAX DETERMINATION LETTER, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 ABIMAEL ORTIZ TRUSTEE 0 91173 0 0 0 0 0 53978 0 30536 0 175687 0 0 ERICA N RASSMANN FUND ADMINISTRATOR 0 77745 0 0 0 0 0 51292 0 29021 0 158058 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO ISSUANCE. AFTER REVIEW OF THE FORM IT IS SIGNED & FORWARDED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) WHICH OUTLINES PROHIBITIVE TRANSACTIONS BETWEEN PARTIES IN INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, & FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR. TEAMSTERS LOCAL UNION 331 SEVERANCE TRUST FUND 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 082151168 236737793 TO PROVIDE SEVERANCE BENEFITS TO PARTICIPANTS NJ 401(A) N/A 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION 331 1 PHILADELPHIA AVENUE EGG HARBOR CITY NJ 082151168 210577323 TO SECURE BETTER WAGES, WORKING CONDITIONS, & BENEFITS THROUGH CBA NJ 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 TEAMSTERS LOCAL 331 SEVERANCE TRUST FUND Q 185175 ALLOCATED SHARE OF EXPENSES