Civic Intelligence

Massachusetts Bricklayers and Masons Health & Welfare Fund

990 • Fiscal year 2018 • EIN 04-2145367

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 11, 2019

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

56th percentile

0.06x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

60th percentile

9.0%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$257,531

Higher top officer pay than 87% of similar nonprofits.

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

66th percentile

7.8%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

13%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$43,832,148

Up $3,162,685 (+7.8%) from 2017

Net Assets

Up

$41,092,507

Up $3,219,638 (+8.5%) from 2017

Liabilities

Down

$2,739,641

Down $56,953 (-2.0%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin60th percentile

Revenue

Up

$29,796,159

Up $3,351,142 (+13%) from 2017

Expenses

Down

$27,100,511

Down $1,889,474 (-6.5%) from 2017

Net Income

Up

$2,695,648

Up $5,240,616 (+206%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$43,832,148
Liabilities$2,739,641
Net Assets$41,092,507
Open 2018 Filing

Operations Trend

Revenue Growth77th 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

2018

Revenue$29,796,159
Expenses$27,100,511
Net Income$2,695,648
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 11, 2019
Return Version
2017v2.3
Gross Receipts
$31,091,613
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,872,869$41,092,507▲ $3,219,638
Investments Other Securities$35,675,118$36,279,948▲ $604,830
Savings and Temporary Cash Investments$2,333,803$4,314,301▲ $1,980,498
Accounts Receivable$2,582,426$3,161,065▲ $578,639
Land, Buildings, and Equipment, Net$38,621$35,695▼ $2,926
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$40,669,463$43,832,148▲ $3,162,685
Other Assets Total$39,495$41,139▲ $1,644
Liabilities
Other Liabilities$2,107,136$1,869,278▼ $237,858
Accounts Payable and Accrued Expenses$689,458$870,363▲ $180,905
Total Liabilities$2,796,594$2,739,641▼ $56,953
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,872,869$41,092,507▲ $3,219,638
Total Liabilities and Net Assets / Fund Balance$40,669,463$43,832,148▲ $3,162,685

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$35,695$670,081$705,776
Other Securities$6,769,935--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck Raso IiExecutive DirectorPT$58,479$10,750$69,229
Gregory SarnoEmployeePT$42,779$10,750$53,529
Ray Gaita JrAssistant to Executive DirectorPT$42,319$10,750$53,069

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$800,584
Delta DentalDental Care465 MEDFORD STREET, Boston, MA 02129$109,134
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,329,081
Investment Income
$1,467,078
Other Revenue
$0
Change in Net Assets
$2,695,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,729,072
Revenue Not Reported on Financial Statements
$67,087
Revenue Not Reported on Form 990
$523,990
Total Revenue per Audited Statements
$30,253,062
Total Revenue per Form 990
$29,796,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$891,605
Salaries, Compensation, and Employee Benefits$657,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,551,607
Other Salaries and Wages---$469,421
Other Employee Benefits---$135,712
Fees for Service Investment Mgmnt Fees---$67,087
Fees for Services Other---$66,497
Occupancy---$54,966
Information Technology---$52,502
Payroll Taxes---$52,166
Fees for Services Legal---$46,171
Fees for Services Accounting---$35,560
Office Expenses---$35,119
Insurance---$25,373
Depreciation Depletion---$8,984
Travel---$5,804
Conferences and Meetings---$4,245
Other Expenses---$3,144
All Other Expenses---$2,810
Total Functional Expenses$0$0$0$27,100,511

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,271,282
Total Expenses per Audited Statements$27,271,282
Total Expenses per Form 990$27,100,511
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-170,771
Other Expense Adjustments$-237,858
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$1,869,278
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
2019-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Raso Ii
Formed
1952
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
43
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 process 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, 2018, 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 -237,858.”

Raw XML AppendixShowing 400 of 1,031 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/PersonNm1PATRICK FOLAN
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IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES DAILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT RIZZI
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD LAVOIE
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IRS990/Form990PartVIISectionAGrp/PersonNm17GREGORY SARNO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16103065
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1775395
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1874584
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/SecuritiesAmt01237217
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02532671
IRS990/GrossReceiptsAmt031091613
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt052502
IRS990/InsuranceGrp/TotalAmt025373
IRS990/InvestmentIncomeGrp/ExclusionAmt0229861
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0229861
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt035675118
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt036279948
IRS990/IRPDocumentCnt051
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0670081
IRS990/LandBldgEquipBasisNetGrp/BOYAmt038621
IRS990/LandBldgEquipBasisNetGrp/EOYAmt035695
IRS990/LandBldgEquipCostOrOtherBssAmt0705776
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01295454
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037872869
IRS990/NetAssetsOrFundBalancesEOYAmt041092507
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01237217
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01237217
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0523990
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt054966
IRS990/OfficeExpensesGrp/TotalAmt035119
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt039495
IRS990/OtherAssetsTotalGrp/EOYAmt041139
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0135712
IRS990/OtherExpensesGrp/Desc0STOP LOSS PREMIUMS
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2HEALTH CARE FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt0465752
IRS990/OtherExpensesGrp/TotalAmt19231
IRS990/OtherExpensesGrp/TotalAmt28360
IRS990/OtherExpensesGrp/TotalAmt33144
IRS990/OtherLiabilitiesGrp/BOYAmt02107136
IRS990/OtherLiabilitiesGrp/EOYAmt01869278
IRS990/OtherSalariesAndWagesGrp/TotalAmt0469421
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt052166
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/RelatedOrExemptFuncIncomeAmt027176342
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11152739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027176342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11152739
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027475961
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0879473
IRS990/PYOtherExpensesAmt0887030
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025565544
IRS990/PYRevenuesLessExpensesAmt0-2544968
IRS990/PYSalariesCompEmpBnftPaidAmt0626994
IRS990/PYTotalExpensesAmt028989985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026445017
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02695648
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037872869
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt041092507
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02333803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04314301
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-170771
IRS990ScheduleD/ExpensesSubtotalAmt027271282
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt067087
IRS990ScheduleD/InvestmentExpensesNotIncldAmt067087
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0523990
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-237858
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035695
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0670081
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0705776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01869278
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010282743
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113458908
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25768362
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt36769935
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/RevenueNotReportedAmt0523990
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067087
IRS990ScheduleD/RevenueSubtotalAmt029729072
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, 2018, 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 -237,858.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035695
IRS990ScheduleD/TotalBookValueSecuritiesAmt036279948
IRS990ScheduleD/TotalExpensesPerForm990Amt027100511
IRS990ScheduleD/TotalLiabilityAmt01869278
IRS990ScheduleD/TotalRevenuePerForm990Amt029796159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030253062
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027271282
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt058479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt142779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt242319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0103065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt175395
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt274584
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/DeferredCompRltdOrgsAmt085237
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt167144
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt266666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010750

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,832,148
Liabilities
$2,739,641
Net assets
$41,092,507
Revenue
$29,796,159
Expenses
$27,100,511
Net income
$2,695,648
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