Civic Intelligence

Sheet Metal Workers Local Union No 17 Insurance Fund

990 • Fiscal year 2019 • EIN 04-2088633

Dec 01, 2018 to Nov 30, 2019 • Filed on Sep 24, 2020

1157 Adams Street 1st FloorDorchester, MA 02124

(617) 426-5646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.09x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.13x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

57th percentile

8.9%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$358,889

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

61st percentile

14%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$65,814,278

Up $8,091,919 (+14%) from 2018

Net Assets

Up

$59,996,071

Up $7,020,668 (+13%) from 2018

Liabilities

Up

$5,818,207

Up $1,071,251 (+23%) from 2018

Revenue

Up

$44,513,965

Up $4,512,478 (+11%) from 2018

Expenses

Up

$40,533,072

Up $5,346,337 (+15%) from 2018

Net Income

Down

$3,980,893

Down $833,859 (-17%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$65,814,278
Liabilities$5,818,207
Net Assets$59,996,071

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$44,513,965
Expenses$40,533,072
Net Income$3,980,893
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Sep 24, 2020
Return Version
2018v3.2
Gross Receipts
$48,637,641
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$52,975,403$59,996,071▲ $7,020,668
Investments Other Securities$44,865,407$52,164,449▲ $7,299,042
Accounts Receivable$6,301,543$6,240,977▼ $60,566
Savings and Temporary Cash Investments$3,771,821$4,504,940▲ $733,119
Land, Buildings, and Equipment, Net$659,569$624,795▼ $34,774
Prepaid Expenses and Deferred Charges$39,799$58,364▲ $18,565
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$57,722,359$65,814,278▲ $8,091,919
Other Assets Total$2,084,220$2,220,753▲ $136,533
Liabilities
Other Liabilities$4,509,725$5,594,243▲ $1,084,518
Accounts Payable and Accrued Expenses$237,231$223,964▼ $13,267
Total Liabilities$4,746,956$5,818,207▲ $1,071,251
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,975,403$59,996,071▲ $7,020,668
Total Liabilities and Net Assets / Fund Balance$57,722,359$65,814,278▲ $8,091,919

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$555,737$251,923$807,660
Equipment$69,058$348,429$417,487
Other Securities$3,967,023--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert KeoghAdministratorFT$236,100$122,789$358,889

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$1,171,686
Envision RxPrescription Claims Adminstration2181 E AURORA ROAD, Twinsburg, OH 44087$115,571
Delta DentalDental Claims Administration465 MEDOFRD STREET, Boston, MA 02129$112,254
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$42,221,518
Investment Income
$1,650,168
Other Revenue
$642,279
Change in Net Assets
$3,980,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,400,293
Revenue Not Reported on Financial Statements
$113,672
Revenue Not Reported on Form 990
$3,039,775
Total Revenue per Audited Statements
$47,440,068
Total Revenue per Form 990
$44,513,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$873,150
Other Expenses$632,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$39,027,707
Other Salaries and Wages---$244,774
Current Officers, Directors, Trustees, and Key Employees---$239,185
Pension Plan Contributions---$217,449
Other Employee Benefits---$137,280
Fees for Service Investment Mgmnt Fees---$113,672
Fees for Services Other---$66,872
Information Technology---$49,104
Depreciation Depletion---$34,743
Payroll Taxes---$34,462
Occupancy---$32,450
Fees for Services Accounting---$26,350
Insurance---$22,940
Travel---$17,176
All Other Expenses---$14,334
Other Expenses---$11,043
Office Expenses---$9,708
Fees for Services Legal---$8,514
Total Functional Expenses$0$0$0$40,533,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$40,533,072
Expenses per Audited Statements$39,334,882
Total Expenses per Audited Statements$39,334,882
Expenses Not Reported on Financial Statements$1,198,190
Other Expense Adjustments$1,084,518
Expenses Not Reported on Form 990$0
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$4,945,464
Benefits Payable$648,779
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Robert Keogh
Title
Fund Administrator
Phone
6174265646
Signed
2020-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Keogh
Formed
1950
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
41
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, 2019, 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 1,084,518.

Raw XML AppendixShowing 400 of 788 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.

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IRS990/OtherRevenueMiscGrp/Desc0ADMIN ASSESSMENTS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0627522
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt114757
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0627522
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114757
IRS990/OtherRevenueTotalAmt0642279
IRS990/OtherSalariesAndWagesGrp/TotalAmt0244774
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt034462
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0217449
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039799
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058364
IRS990/PrincipalOfficerNm0ROBERT 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/RelatedOrExemptFuncIncomeAmt040913022
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11135042
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2173454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040913022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11135042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2173454
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034087049
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02140887
IRS990/PYOtherExpensesAmt0272523
IRS990/PYOtherRevenueAmt0726984
IRS990/PYProgramServiceRevenueAmt037133616
IRS990/PYRevenuesLessExpensesAmt04814752
IRS990/PYSalariesCompEmpBnftPaidAmt0827163
IRS990/PYTotalExpensesAmt035186735
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt040001487
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03980893
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052975403
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059996071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03771821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04504940
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0555737
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0251923
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0807660
IRS990ScheduleD/EquipmentGrp/BookValueAmt069058
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0348429
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0417487
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01198190
IRS990ScheduleD/ExpensesSubtotalAmt039334882
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0113672
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0113672
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03039775
IRS990ScheduleD/OtherExpensesNotIncludedAmt01084518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04945464
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1648779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INCURRED BUT NOT REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFITS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016093285
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13942360
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23890057
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt314747472
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt49524252
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt53967023
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LONGVIEW LARGECAP 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INSTITUTIONAL SENIOR LOAN FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INSTL MULTI-STRATEGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BAIRD INTERMEDIATE BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4NHIT CORE PLUS DISCRETION TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc5US REAL ESTATE INVEST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt03039775
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0113672
IRS990ScheduleD/RevenueSubtotalAmt044400293
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, 2019, 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 1,084,518.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0624795
IRS990ScheduleD/TotalBookValueSecuritiesAmt052164449
IRS990ScheduleD/TotalExpensesPerForm990Amt040533072
IRS990ScheduleD/TotalLiabilityAmt05594243
IRS990ScheduleD/TotalRevenuePerForm990Amt044513965
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt047440068
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt039334882
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0236100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt095333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt027456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT KEOGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0358889
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/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2RI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd8MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd9NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd10NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd11MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd12MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd13NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd14MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd15MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd16MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd17MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd18MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd19MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd20MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd21NH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd22MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd23MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd24ME
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd25MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd26MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd27MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd28MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd29MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd30MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd31MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd32MA

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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