Civic Intelligence

Sheet Metal Workers Union Local No 17 Insurance Fund

EIN 04-2088633 • 501(c)9 • Dorchester, MA

Profile

To provide health and welfare benefits to eligible participants

1157 Adams Street 1st FloorDorchester, MA 02124
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.03x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.07x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$229,865

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-1.1%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$117,678,714

Up $14,905,924 (+15%) from 2023

Liabilities

Down

$3,690,773

Down $2,087,923 (-36%) from 2023

Net Assets

Up

$113,987,941

Up $16,993,847 (+18%) from 2023

Revenue

Down

$54,726,366

Down $616,662 (-1.1%) from 2023

Expenses

Up

$46,600,375

Up $4,491,528 (+11%) from 2023

Net Income

Down

$8,125,991

Down $5,108,190 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $47,180,107Liabilities 2010: $4,026,061Net Assets 2010: $43,154,0462010Assets 2011: $47,438,670Liabilities 2011: $3,824,507Net Assets 2011: $43,614,1632011Assets 2012: $49,915,660Liabilities 2012: $3,839,982Net Assets 2012: $46,075,6782012Assets 2013: $54,590,713Liabilities 2013: $4,646,150Net Assets 2013: $49,944,5632013Assets 2014: $54,892,611Liabilities 2014: $5,032,748Net Assets 2014: $49,859,8632014Assets 2015: $53,774,041Liabilities 2015: $4,632,829Net Assets 2015: $49,141,2122015Assets 2016: $51,501,653Liabilities 2016: $5,170,780Net Assets 2016: $46,330,8732016Assets 2017: $54,154,394Liabilities 2017: $4,545,276Net Assets 2017: $49,609,1182017Assets 2018: $57,722,359Liabilities 2018: $4,746,956Net Assets 2018: $52,975,4032018Assets 2019: $65,814,278Liabilities 2019: $5,818,207Net Assets 2019: $59,996,0712019Assets 2020: $71,089,053Liabilities 2020: $4,397,140Net Assets 2020: $66,691,9132020Assets 2021: $86,646,775Liabilities 2021: $5,554,005Net Assets 2021: $81,092,7702021Assets 2022: $88,739,286Liabilities 2022: $6,259,818Net Assets 2022: $82,479,4682022Assets 2023: $102,772,790Liabilities 2023: $5,778,696Net Assets 2023: $96,994,0942023Assets 2024: $117,678,714Liabilities 2024: $3,690,773Net Assets 2024: $113,987,9412024

Highlighted filing

2024

Assets$117,678,714
Liabilities$3,690,773
Net Assets$113,987,941

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $21,984,8932010Expenses 2011: $22,469,7102011Expenses 2012: $24,386,8532012Revenue 2013: $27,314,890Expenses 2013: $25,580,754Net Income 2013: $1,734,1362013Revenue 2014: $27,791,104Expenses 2014: $28,401,333Net Income 2014: -$610,2292014Revenue 2015: $32,291,375Expenses 2015: $29,046,287Net Income 2015: $3,245,0882015Revenue 2016: $29,789,135Expenses 2016: $32,698,971Net Income 2016: -$2,909,8362016Revenue 2017: $33,566,315Expenses 2017: $31,070,114Net Income 2017: $2,496,2012017Revenue 2018: $40,001,487Expenses 2018: $35,186,735Net Income 2018: $4,814,7522018Revenue 2019: $44,513,965Expenses 2019: $40,533,072Net Income 2019: $3,980,8932019Revenue 2020: $38,175,947Expenses 2020: $35,372,241Net Income 2020: $2,803,7062020Revenue 2021: $47,289,162Expenses 2021: $38,768,815Net Income 2021: $8,520,3472021Revenue 2022: $50,015,354Expenses 2022: $42,269,588Net Income 2022: $7,745,7662022Revenue 2023: $55,343,028Expenses 2023: $42,108,847Net Income 2023: $13,234,1812023Revenue 2024: $54,726,366Expenses 2024: $46,600,375Net Income 2024: $8,125,9912024

Highlighted filing

2024

Revenue$54,726,366
Expenses$46,600,375
Net Income$8,125,991

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$3.69$114$54.7$46.6$8.13
2023Detailed filing. Detailed filing data is available for this year.$103$5.78$97.0$55.3$42.1$13.2
2022Detailed filing. Detailed filing data is available for this year.$88.7$6.26$82.5$50.0$42.3$7.75
2021Detailed filing. Detailed filing data is available for this year.$86.6$5.55$81.1$47.3$38.8$8.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.1$4.40$66.7$38.2$35.4$2.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$5.82$60.0$44.5$40.5$3.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.7$4.75$53.0$40.0$35.2$4.81
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.2$4.55$49.6$33.6$31.1$2.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.5$5.17$46.3$29.8$32.7$2.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$4.63$49.1$32.3$29.0$3.25
2014Detailed filing. Detailed filing data is available for this year.$54.9$5.03$49.9$27.8$28.4$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.6$4.65$49.9$27.3$25.6$1.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$3.84$46.1$24.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.4$3.82$43.6$22.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.2$4.03$43.2$22.0
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Sep 17, 2024
Return Version
2022v5.0
Gross Receipts
$88,549,377
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants

To provide health benefits for eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$82,479,468$96,994,094▲ $14,514,626
Investments Other Securities$74,532,145$87,572,399▲ $13,040,254
Accounts Receivable$7,389,454$7,620,222▲ $230,768
Savings and Temporary Cash Investments$3,444,844$4,209,034▲ $764,190
Land, Buildings, and Equipment, Net$542,249$583,720▲ $41,471
Prepaid Expenses and Deferred Charges$98,794$41,415▼ $57,379
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$88,739,286$102,772,790▲ $14,033,504
Other Assets Total$2,731,800$2,746,000▲ $14,200
Liabilities
Other Liabilities$6,099,907$5,639,885▼ $460,022
Accounts Payable and Accrued Expenses$159,911$138,811▼ $21,100
Total Liabilities$6,259,818$5,778,696▼ $481,122
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,479,468$96,994,094▲ $14,514,626
Total Liabilities and Net Assets / Fund Balance$88,739,286$102,772,790▲ $14,033,504

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$475,478$335,449-
Equipment$108,242$382,974-
Other Securities$8,647,197--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard B KeoghAdministratorFT$165,077$64,788$229,865

Board Members and Trustees

NameTitle
Jack DesmondTrustee
James WoolTrustee
Joseph CullenTrustee
Kevin GillTrustee
Richard KeoghTrustee
Robert ButlerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldHealth Claims Administration401 PARK DRIVE, Boston, MA 02215$1,270,600
Elixir SolutionsPrescription Claims Adminstration2181 E AURORA ROAD, Twinsburg, OH 44087$191,708
Delta DentalDental Claims Administration465 MEDOFRD STREET, Boston, MA 02129$120,903
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,955,047
Investment Income
$3,680,531
Other Revenue
$707,450
Change in Net Assets
$13,234,181

Audited Revenue Reconciliation

Revenue per Audited Statements
$55,167,505
Revenue Not Reported on Financial Statements
$175,523
Revenue Not Reported on Form 990
$1,280,445
Total Revenue per Audited Statements
$56,447,950
Total Revenue per Form 990
$55,343,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$812,796
Other Expenses$688,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$40,607,822
Other Salaries and Wages---$264,519
Pension Plan Contributions---$206,350
Fees for Services Other---$181,580
Fees for Service Investment Mgmnt Fees---$175,523
Current Officers, Directors, Trustees, and Key Employees---$159,423
Other Employee Benefits---$150,072
Information Technology---$76,291
Depreciation Depletion---$44,278
Insurance---$40,152
Occupancy---$38,635
Payroll Taxes---$32,432
Fees for Services Accounting---$31,350
Fees for Services Legal---$30,875
Office Expenses---$16,492
Travel---$10,187
Other Expenses---$3,828
All Other Expenses---$2,641
Total Functional Expenses$0$0$0$42,108,847

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$42,393,448
Total Expenses per Audited Statements$42,393,448
Total Expenses per Form 990$42,108,847
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-284,601
Other Expense Adjustments$-460,124
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Incurred But Not Reported Claims$5,366,430
Benefits Payable$259,406
Due to Affiliates$14,049
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Collectively bargained multiemployer plan for members and retirees of local 17 smw

Form 990, Part VI, Section B, Line 11B

Board of trustees has given authority to the fund administrator to review all tax documentation before filing.

Form 990, Part VI, Section B, Line 12

As an employee benefit plan we are subject to the conflicts of interest requirements of erisa.

Form 990, Part VI, Section B, Line 15B

Compensation is reviewed annually by the board of trustees.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local Union
EIN
04-2088633
Phone
6174265646
Address
1157 ADAMS STREET 1ST FLOOR, DORCHESTER, MA 02124

Signing Officer

Name
Richard Keogh
Title
Fund Administrator
Phone
6174265646
Signed
2024-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Keogh
Formed
1950
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
49
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change in oversight process or selection of independent accountant.

Financial Statement Notes

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 department of labor and internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of november 30, 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.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Net change in benefit obligations -460,124.

Raw XML AppendixShowing 400 of 738 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0159911
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0138811
IRS990/AccountsReceivableGrp/BOYAmt07389454
IRS990/AccountsReceivableGrp/EOYAmt07620222
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS
IRS990/AllOtherExpensesGrp/TotalAmt02641
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt040607822
IRS990/BooksInCareOfDetail/PersonNm0RICHARD KEOGH
IRS990/BooksInCareOfDetail/PhoneNum06174265646
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01157 ADAMS STREET 1ST FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0DORCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0159423
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01270600
IRS990/ContractorCompensationGrp/CompensationAmt1191708
IRS990/ContractorCompensationGrp/CompensationAmt2120903
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0401 PARK DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12181 E AURORA ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2465 MEDOFRD STREET
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd144087
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202129
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2DELTA DENTAL
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IRS990/CreditCounselingInd00
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IRS990/CYSalariesCompEmpBnftPaidAmt0812796
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt055343028
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IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt044278
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IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt664788
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES WOOL
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0542249
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0583720
IRS990/LandBldgEquipCostOrOtherBssAmt01302143
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033206349
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt082479468
IRS990/NetAssetsOrFundBalancesEOYAmt096994094
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01998168
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01998168
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01280445
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt038635
IRS990/OfficeExpensesGrp/TotalAmt016492
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02731800
IRS990/OtherAssetsTotalGrp/EOYAmt02746000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0150072
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1ACA FEES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/TotalAmt017154
IRS990/OtherExpensesGrp/TotalAmt114041
IRS990/OtherExpensesGrp/TotalAmt25202
IRS990/OtherExpensesGrp/TotalAmt33828
IRS990/OtherLiabilitiesGrp/BOYAmt06099907
IRS990/OtherLiabilitiesGrp/EOYAmt05639885
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN ASSESSMENTS
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc2DELINQUENT CONTRACTOR INTEREST
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0689339
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116905
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21206
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0689339
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116905
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21206
IRS990/OtherRevenueTotalAmt0707450
IRS990/OtherSalariesAndWagesGrp/TotalAmt0264519
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt032432
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0206350
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098794
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041415
IRS990/PrincipalOfficerNm0RICHARD KEOGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SASMI CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048974966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11495690
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2484391
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048974966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11495690
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2484391
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt040659507
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0898780
IRS990/PYOtherExpensesAmt0755464
IRS990/PYOtherRevenueAmt0815802
IRS990/PYProgramServiceRevenueAmt048300772
IRS990/PYRevenuesLessExpensesAmt07745766
IRS990/PYSalariesCompEmpBnftPaidAmt0854617
IRS990/PYTotalExpensesAmt042269588
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050015354
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt013234181
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt082479468
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt096994094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03444844
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04209034
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0475478
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0335449
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0810927
IRS990ScheduleD/EquipmentGrp/BookValueAmt0108242
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0382974
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0491216
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-284601
IRS990ScheduleD/ExpensesSubtotalAmt042393448
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0175523
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0175523
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01280445
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-460124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05366430
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1259406
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt214049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023788099
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt120697260
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25724813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328715030
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt48647197
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BAIRD INTERMEDIATE BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NHIT CORE PLUS DISCRETION TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2US REAL ESTATE INVEST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BNY MELLON AFL CIO
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BAIRD SHORT TERM BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt01280445
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0175523
IRS990ScheduleD/RevenueSubtotalAmt055167505
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFIT OBLIGATIONS -460,124.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0583720
IRS990ScheduleD/TotalBookValueSecuritiesAmt087572399
IRS990ScheduleD/TotalExpensesPerForm990Amt042108847
IRS990ScheduleD/TotalLiabilityAmt05639885
IRS990ScheduleD/TotalRevenuePerForm990Amt055343028
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt056447950
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt042393448
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt034774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt030014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD B KEOGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0229865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF LOCAL 17 SMW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS AN EMPLOYEE BENEFIT PLAN WE ARE SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd22MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd23MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd24RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd25MA

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