Civic Intelligence

Massachusetts Bricklayers and Masons Health & Welfare Fund

990 • Fiscal year 2017 • EIN 04-2145367

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 12, 2018

Organization ProfileN/A

View Organization Page

645 Morrissey BlvdBoston, MA 02122

(617) 436-5000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.11x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

14th percentile

-9.6%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$243,216

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

15th percentile

-4.5%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-5.2%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$40,669,463

Down $1,897,019 (-4.5%) from 2016

Net Assets

Down

$37,872,869

Down $1,200,268 (-3.1%) from 2016

Liabilities

Down

$2,796,594

Down $696,751 (-20%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin14th percentile

Revenue

Down

$26,445,017

Down $1,464,505 (-5.2%) from 2016

Expenses

Up

$28,989,985

Up $2,738,607 (+10%) from 2016

Net Income

Down

-$2,544,968

Down $4,203,112 (-253%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60M$40M$20M$0Assets 2010: $28,836,173Liabilities 2010: $2,598,020Net Assets 2010: $26,238,1532010Assets 2011: $28,834,443Liabilities 2011: $2,997,729Net Assets 2011: $25,836,7142011Assets 2012: $28,647,196Liabilities 2012: $2,675,079Net Assets 2012: $25,972,1172012Assets 2013: $32,129,689Liabilities 2013: $3,300,098Net Assets 2013: $28,829,5912013Assets 2014: $37,462,567Liabilities 2014: $2,677,725Net Assets 2014: $34,784,8422014Assets 2015: $39,310,563Liabilities 2015: $2,541,246Net Assets 2015: $36,769,3172015Assets 2016: $42,566,482Liabilities 2016: $3,493,345Net Assets 2016: $39,073,1372016Assets 2017: $40,669,463Liabilities 2017: $2,796,594Net Assets 2017: $37,872,8692017Assets 2018: $43,832,148Liabilities 2018: $2,739,641Net Assets 2018: $41,092,5072018Assets 2019: $49,980,193Liabilities 2019: $2,580,092Net Assets 2019: $47,400,1012019Assets 2020: $51,740,431Liabilities 2020: $3,116,028Net Assets 2020: $48,624,4032020Assets 2021: $56,562,864Liabilities 2021: $2,976,930Net Assets 2021: $53,585,9342021Assets 2022: $55,070,264Liabilities 2022: $1,310,125Net Assets 2022: $53,760,1392022Assets 2023: $53,101,991Liabilities 2023: $2,448,114Net Assets 2023: $50,653,8772023Assets 2024: $57,010,212Liabilities 2024: $3,623,952Net Assets 2024: $53,386,2602024Assets 2025: $54,239,210Liabilities 2025: $3,224,056Net Assets 2025: $51,015,1542025

Highlighted filing

2017

Assets$40,669,463
Liabilities$2,796,594
Net Assets$37,872,869
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2010: $22,110,6022010Revenue 2011: $19,873,053Expenses 2011: $23,881,731Net Income 2011: -$4,008,6782011Expenses 2012: $24,328,2282012Revenue 2013: $24,532,153Expenses 2013: $23,178,416Net Income 2013: $1,353,7372013Revenue 2014: $27,378,045Expenses 2014: $23,148,596Net Income 2014: $4,229,4492014Revenue 2015: $24,781,793Expenses 2015: $24,873,947Net Income 2015: -$92,1542015Revenue 2016: $27,909,522Expenses 2016: $26,251,378Net Income 2016: $1,658,1442016Revenue 2017: $26,445,017Expenses 2017: $28,989,985Net Income 2017: -$2,544,9682017Revenue 2018: $29,796,159Expenses 2018: $27,100,511Net Income 2018: $2,695,6482018Revenue 2019: $32,650,993Expenses 2019: $28,443,739Net Income 2019: $4,207,2542019Revenue 2020: $30,883,431Expenses 2020: $29,770,106Net Income 2020: $1,113,3252020Revenue 2021: $27,395,018Expenses 2021: $29,331,935Net Income 2021: -$1,936,9172021Revenue 2022: $32,665,597Expenses 2022: $31,054,322Net Income 2022: $1,611,2752022Revenue 2023: $32,035,431Expenses 2023: $32,058,528Net Income 2023: -$23,0972023Revenue 2024: $34,685,172Expenses 2024: $34,834,765Net Income 2024: -$149,5932024Revenue 2025: $33,994,153Expenses 2025: $36,383,311Net Income 2025: -$2,389,1582025

Highlighted filing

2017

Revenue$26,445,017
Expenses$28,989,985
Net Income-$2,544,968
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$36,654,622
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$39,073,137$37,872,869▼ $1,200,268
Investments Other Securities$33,500,109$35,675,118▲ $2,175,009
Accounts Receivable$2,530,856$2,582,426▲ $51,570
Savings and Temporary Cash Investments$6,454,884$2,333,803▼ $4,121,081
Land, Buildings, and Equipment, Net$44,100$38,621▼ $5,479
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,566,482$40,669,463▼ $1,897,019
Other Assets Total$36,533$39,495▲ $2,962
Liabilities
Other Liabilities$2,600,851$2,107,136▼ $493,715
Accounts Payable and Accrued Expenses$892,494$689,458▼ $203,036
Total Liabilities$3,493,345$2,796,594▼ $696,751
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,073,137$37,872,869▼ $1,200,268
Total Liabilities and Net Assets / Fund Balance$42,566,482$40,669,463▼ $1,897,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$38,621$661,097$699,718
Other Securities$5,546,549--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck Raso IiExecutive DirectorPT$53,901$10,180$64,081
Ray Gaita JrAssistant to Executive DirectorPT$41,241$10,180$51,421
Gregory SarnoEmployeePT$40,452$10,180$50,632

Board Members and Trustees

NameTitle
Charles RasoTrustee
David Riley KreamerTrustee
Gregory SalvucciTrustee
James Dailey JrTrustee
James PimentalTrustee
Joseph GrenhamTrustee
Joseph IacopucciTrustee
Leslie CarrioTrustee
Patrick FolanTrustee
Paul Ferraro SrTrustee
Richard LavoieTrustee
Richard PachecoTrustee
Robert RizziTrustee
Stephen GrandeTrustee
Thomas MccormickTrustee
William McconnellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldHealthcare And Stop Loss Insurance401 PARK DRIVE, Boston, MA 02215$800,769
Delta DentalDental Care465 MEDFORD STREET, Boston, MA 02129$107,992
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,565,544
Investment Income
$879,473
Other Revenue
$0
Change in Net Assets
$-2,544,968

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,402,138
Revenue Not Reported on Financial Statements
$42,879
Revenue Not Reported on Form 990
$1,344,700
Total Revenue per Audited Statements
$27,746,838
Total Revenue per Form 990
$26,445,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,030
Salaries, Compensation, and Employee Benefits$626,994
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,475,961
Other Salaries and Wages---$456,498
Other Employee Benefits---$123,851
Occupancy---$96,898
Fees for Services Other---$65,000
Fees for Services Legal---$57,964
Information Technology---$47,254
Payroll Taxes---$46,645
Fees for Service Investment Mgmnt Fees---$42,879
Insurance---$37,669
Fees for Services Accounting---$35,560
Office Expenses---$16,687
Depreciation Depletion---$9,528
Conferences and Meetings---$7,841
Other Expenses---$7,790
Travel---$6,520
All Other Expenses---$2,671
Total Functional Expenses$0$0$0$28,989,985

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$29,440,821
Total Expenses per Audited Statements$29,440,821
Total Expenses per Form 990$28,989,985
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-450,836
Other Expense Adjustments$-493,715
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
Health Claims Payable$2,107,136
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
Yes
Other officer compensation reviewed
No
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 of masachusetts bricklayers and masons union”

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

“Trustees review and approve the form 990 prior to filing”

Form 990, Part VI, Section B, Line 12

“Fund is subject to rules and regulations of employee retirement security act (erisa)”

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

“Compensation subject to approval of the board of trustees”

Form 990, Part VI, Section C, Line 19

“No documents available to public”

Filing and Contact Details

Filer

Filer Name
Massachusetts Bricklayers & Masons
EIN
04-2145367
Phone
6174365000
Address
645 MORRISSEY BLVD, BOSTON, MA 02122

Signing Officer

Name
Charles Raso Ii
Title
Executive Director
Phone
6174965003
Signed
2018-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Raso Ii
Formed
1952
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
40
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:

“The organization has not changed its oversight porcess during the tax year.”

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 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 march 31, 2017, 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:

“Change in plans total benefit obligation -493,715.”

Raw XML AppendixShowing 400 of 1,001 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/Form990PartVIISectionAGrp/PersonNm0WILLIAM MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK FOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm2GREGORY SALVUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH IACOPUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHEN GRANDE
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARLES RASO
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES DAILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT RIZZI
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD LAVOIE
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IRS990/Form990PartVIISectionAGrp/PersonNm11LESLIE CARRIO
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD PACHECO
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IRS990/Form990PartVIISectionAGrp/PersonNm16CHUCK RASO II
IRS990/Form990PartVIISectionAGrp/PersonNm17GREGORY SARNO
IRS990/Form990PartVIISectionAGrp/PersonNm18RAY GAITA JR
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1694997
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1771293
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1872685
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT TO EXECUTIVE DIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0790395
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011000000
IRS990/GrossReceiptsAmt036654622
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt047254
IRS990/InsuranceGrp/TotalAmt037669
IRS990/InvestmentIncomeGrp/ExclusionAmt089078
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089078
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt033500109
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt035675118
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0661097
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044100
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038621
IRS990/LandBldgEquipCostOrOtherBssAmt0699718
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010209605
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039073137
IRS990/NetAssetsOrFundBalancesEOYAmt037872869
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0790395
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0790395
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01344700
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt096898
IRS990/OfficeExpensesGrp/TotalAmt016687
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt036533
IRS990/OtherAssetsTotalGrp/EOYAmt039495
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0123851
IRS990/OtherExpensesGrp/Desc0STOP LOSS PREMIUMS
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2HEALTH CARE FEES
IRS990/OtherExpensesGrp/Desc3CONSULTING FEES - BCBS
IRS990/OtherExpensesGrp/TotalAmt0432788
IRS990/OtherExpensesGrp/TotalAmt110991
IRS990/OtherExpensesGrp/TotalAmt28990
IRS990/OtherExpensesGrp/TotalAmt37790
IRS990/OtherLiabilitiesGrp/BOYAmt02600851
IRS990/OtherLiabilitiesGrp/EOYAmt02107136
IRS990/OtherSalariesAndWagesGrp/TotalAmt0456498
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt046645
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES RASO II
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024447519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11118025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024447519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11118025
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024785539
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057943
IRS990/PYOtherExpensesAmt0868460
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt027851579
IRS990/PYRevenuesLessExpensesAmt01658144
IRS990/PYSalariesCompEmpBnftPaidAmt0597379
IRS990/PYTotalExpensesAmt026251378
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027909522
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2544968
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt039073137
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt037872869
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06454884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02333803
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-450836
IRS990ScheduleD/ExpensesSubtotalAmt029440821
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042879
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042879
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01344700
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-493715
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038621
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0661097
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0699718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02107136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010246402
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt114287081
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25595086
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt35546549
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INTERMEDIATE US GOVT/CRD BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE STREET S&P 500 FLAGSHIP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRU CORE PLUS BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3INCOME RESEARCH MANAGEMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt01344700
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt042879
IRS990ScheduleD/RevenueSubtotalAmt026402138
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 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 MARCH 31, 2017, 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/ExplanationTxt1CHANGE IN PLANS TOTAL BENEFIT OBLIGATION -493,715.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038621
IRS990ScheduleD/TotalBookValueSecuritiesAmt035675118
IRS990ScheduleD/TotalExpensesPerForm990Amt028989985
IRS990ScheduleD/TotalLiabilityAmt02107136
IRS990ScheduleD/TotalRevenuePerForm990Amt026445017
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027746838
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029440821
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt053901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt140452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt241241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt094997
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt171293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt272685
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt084138
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt166215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt266736
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010180

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,669,463
Liabilities
$2,796,594
Net assets
$37,872,869
Revenue
$26,445,017
Expenses
$28,989,985
Net income
-$2,544,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.2$3.22$51.0$34.0$36.4$2.39
2024Detailed filing. Detailed filing data is available for this year.$57.0$3.62$53.4$34.7$34.8$0.15
2023Detailed filing. Detailed filing data is available for this year.$53.1$2.45$50.7$32.0$32.1$0.02
2022Detailed filing. Detailed filing data is available for this year.$55.1$1.31$53.8$32.7$31.1$1.61
2021Detailed filing. Detailed filing data is available for this year.$56.6$2.98$53.6$27.4$29.3$1.94
2020Detailed filing. Detailed filing data is available for this year.$51.7$3.12$48.6$30.9$29.8$1.11
2019Detailed filing. Detailed filing data is available for this year.$50.0$2.58$47.4$32.7$28.4$4.21
2018Detailed filing. Detailed filing data is available for this year.$43.8$2.74$41.1$29.8$27.1$2.70
2017Detailed filing. Detailed filing data is available for this year.$40.7$2.80$37.9$26.4$29.0$2.54
2016Detailed filing. Detailed filing data is available for this year.$42.6$3.49$39.1$27.9$26.3$1.66
2015Detailed filing. Detailed filing data is available for this year.$39.3$2.54$36.8$24.8$24.9$0.09
2014Detailed filing. Detailed filing data is available for this year.$37.5$2.68$34.8$27.4$23.1$4.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$3.30$28.8$24.5$23.2$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$2.68$26.0$24.3
2011Summary only. Only limited summary data is available for this year.$28.8$3.00$25.8$19.9$23.9$4.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$2.60$26.2$22.1