2026-09-23T12:14:58-05:00 2025-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2025-01-01 465297603 NEW JERSEY UNDERWRITING ASSOCIATION RETIREE MEDICAL TRUST NEWJ 9737186022 570 BROAD STREET NEWARK NJ 07102 MICHAEL LOSAVIO DIRECTOR 9737186022 2026-09-14 1 BENJAMIN MOON P01917062 8506688100 2025 MICHAEL LOSAVIO 570 BROAD STREET NEWARK NJ 07102 163440 0 X N/A X 2014 NJ TO PROVIDE A WELFARE BENEFITS PLAN FOR ALL ELIGIBLE RETIREES, AS WELL AS THEIR DEPENDENTS, OF THE NEW JERSEY INSURANCE UNDERWRITING ASSOCIATION. 3 3 0 0 0 0 0 0 0 0 181594 163440 0 0 181594 163440 0 0 202105 210991 0 0 0 0 0 0 0 202105 210991 -20511 -47551 4729035 4974641 0 0 4729035 4974641 X 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. 0 0 PROVIDE WELFARE BENEFITS PLAN FOR ELIGIBLE RETIREES, AS WELL AS THEIR DEPENDENTS, OF THE NEW JERSEY INSURANCE UNDERWRITING ASSOCIATION. IN 2025, THERE WERE 43 PARTICIPANTS WHICH WERE COMPROMISED OF 35 RETIREES AND 8 SPOUSES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MICHAEL LOSAVIO 9737186022 570 BROAD STREET NEWARK NJ 07102 X MICHAEL LOSAVIO DIRECTOR 1.00 X 0 0 0 JENNIFER PEAKS DIRECTOR 1.00 X 0 0 0 STEVE MUTTERPERL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 162524 162524 916 0 916 916 916 163440 0 0 163440 210991 210991 101537 109691 4550258 4797373 77240 67577 4729035 4974641 0 0 X 0 0 0 0 4729035 4974641 4729035 4974641 4729035 4974641 -47551 293157 0 X 0 0 0 FORM 990, PART VI, 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1023 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.