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ObjectId: 202103159349305240 - Submission: 2021-11-11
TIN: 52-2174651
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
NATIONAL RAILWAY CARRIERS & UNITED
TRANSPORTATION UNION HLTH & WELFARE PLAN
Employer identification number
52-2174651
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
GOVERNING COMMITTEE
251 - 18TH ST SOUTH SUITE 750
ARLINGTON
,
VA
22202
80-0616629
PLAN SPONSOR
VA
501(C)9
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
ALTON & SOUTHERN RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(2)
THE BELT RAILWAY CO OF CHICAGO
CONTRIBUTING EMPLOYER
N/A
No
(3)
PORTLAND TERMINAL RAILROAD COMPANY
CONTRIBUTING EMPLOYER
N/A
No
(4)
CANTON RAILROAD CO
CONTRIBUTING EMPLOYER
N/A
No
(5)
NEW ORLEANS PUBLIC BELT RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(6)
PROVIDENCE & WORCHESTER RAILROAD CO
CONTRIBUTING EMPLOYER
N/A
No
(7)
THE COLORADO & WYOMING RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(8)
DELAWARE & HUDSON RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(9)
TERMINAL RAILROAD ALABAMA STATE DOCKS
CONTRIBUTING EMPLOYER
N/A
No
(10)
INDIANA HARBOR BELT
CONTRIBUTING EMPLOYER
N/A
No
(11)
ILLINOIS CENTRAL RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(12)
KANSAS CITY SOUTHERN RAILWAY CO
CONTRIBUTING EMPLOYER
N/A
No
(13)
SOO LINE RAILROAD COMPANY
CONTRIBUTING EMPLOYER
N/A
No
(14)
SOUTH CAROLINA PUBLIC RAILWAY
CONTRIBUTING EMPLOYER
N/A
No
(15)
CONSOLIDATED RAILWAY CORPORATION
CONTRIBUTING EMPLOYER
N/A
No
(16)
PORT TERMINAL RAILROAD ASSOC
CONTRIBUTING EMPLOYER
N/A
No
(17)
TEXAS CITY TERMINAL RAILWAY
CONTRIBUTING EMPLOYER
N/A
No
(18)
MISSISSIPPI EXPORT RAILROAD CO
CONTRIBUTING EMPLOYER
N/A
No
(19)
IOWA INTERSTATE RAILROAD LTD
CONTRIBUTING EMPLOYER
N/A
No
(20)
CSX TRANSPORTATION
CONTRIBUTING EMPLOYER
N/A
No
(21)
TERMINAL RAILROAD ASSOC OF ST LOUIS
CONTRIBUTING EMPLOYER
N/A
No
(22)
SPRINGFIELD TERMINAL RAILWAY CO
CONTRIBUTING EMPLOYER
N/A
No
(23)
PACIFIC & ARCTIC RAILWAY & NAVIGATION CO
CONTRIBUTING EMPLOYER
N/A
No
(24)
BURLINGTON NORTHERN INC
CONTRIBUTING EMPLOYER
N/A
No
(25)
UNION PACIFIC RAILROAD CO
CONTRIBUTING EMPLOYER
N/A
No
(26)
CHICAGO SOUTHSHORE & SOUTH BEND RAILROAD
CONTRIBUTING EMPLOYER
N/A
No
(27)
WICHITA TERMINAL ASSOCIATION
CONTRIBUTING EMPLOYER
N/A
No
(28)
ALBANY PORT RAILROAD CORPORATION
CONTRIBUTING EMPLOYER
N/A
No
(29)
NORTHEAST ILLINOIS CORPORATION
CONTRIBUTING EMPLOYER
N/A
No
(30)
NORFOLK SOUTHERN CORPORATION
CONTRIBUTING EMPLOYER
N/A
No
(31)
NORTH INDIANA COMMUTER TRANS DISTRICT
CONTRIBUTING EMPLOYER
N/A
No
(32)
FORE RIVER TRANSPORTATION CORP
CONTRIBUTING EMPLOYER
N/A
No
(33)
CHICAGO RAIL LINK
CONTRIBUTING EMPLOYER
N/A
No
(34)
CENTRAL CALIFORNIA TRACTION CO
CONTRIBUTING EMPLOYER
N/A
No
(35)
LOUISIANA & NORTHWEST RAILROAD CO
CONTRIBUTING EMPLOYER
N/A
No
(36)
LONGVIEW SWITCHING COMPANY
CONTRIBUTING EMPLOYER
N/A
No
(37)
ESCANABA & LAKE SUPERIOR RAILROAD COMPANY
CONTRIBUTING EMPLOYER
N/A
No
(38)
LOS ANGELES JUNCTION
CONTRIBUTING EMPLOYER
N/A
No
(39)
TRANSIT AMERICA SERVICES
CONTRIBUTING EMPLOYER
N/A
No
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Page 5
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2020
Additional Data
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