Civic Intelligence

Massachusetts Bricklayers and Masons Health & Welfare Fund

990 • Fiscal year 2023 • EIN 04-2145367

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 12, 2024

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

0.05x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.08x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

31st percentile

-0.1%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$317,732

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

14th percentile

-3.6%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-1.9%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$53,101,991

Down $1,968,273 (-3.6%) from 2022

Net Assets

Down

$50,653,877

Down $3,106,262 (-5.8%) from 2022

Liabilities

Up

$2,448,114

Up $1,137,989 (+87%) from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin31st percentile

Revenue

Down

$32,035,431

Down $630,166 (-1.9%) from 2022

Expenses

Up

$32,058,528

Up $1,004,206 (+3.2%) from 2022

Net Income

Down

-$23,097

Down $1,634,372 (-101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2023

Assets$53,101,991
Liabilities$2,448,114
Net Assets$50,653,877
Open 2023 Filing

Operations Trend

Revenue Growth31st 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

2023

Revenue$32,035,431
Expenses$32,058,528
Net Income-$23,097
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Gross Receipts
$35,172,918
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$53,760,139$50,653,877▼ $3,106,262
Investments Other Securities$48,071,506$45,050,493▼ $3,021,013
Savings and Temporary Cash Investments$3,266,812$3,800,819▲ $534,007
Accounts Receivable$3,661,576$3,729,244▲ $67,668
Land, Buildings, and Equipment, Net$25,200$260,909▲ $235,709
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,070,264$53,101,991▼ $1,968,273
Other Assets Total$45,170$260,526▲ $215,356
Liabilities
Other Liabilities$1,058,337$2,021,678▲ $963,341
Accounts Payable and Accrued Expenses$251,788$426,436▲ $174,648
Total Liabilities$1,310,125$2,448,114▲ $1,137,989
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,760,139$50,653,877▼ $3,106,262
Total Liabilities and Net Assets / Fund Balance$55,070,264$53,101,991▼ $1,968,273

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$260,909$728,313$989,222
Other Securities$7,340,620--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chuck Raso IiExecutive DirectorPT$73,987$113,347$187,334
Ray Gaita JrAssistant to Executive DirectorPT$47,816$87,423$135,239

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldHealthcare And Stop Loss Insurance401 PARK DRIVE, Boston, MA 02215$839,544
Pillar Rx ConsultingPharmacy Benefit Solutions10700 W RESEARCH DRIVE SUITE 3, Wauwatosa, WI 53226$129,663
Delta DentalDental Care465 MEDFORD STREET, Boston, MA 02129$109,022
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,080,559
Investment Income
$954,872
Other Revenue
$0
Change in Net Assets
$-23,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,954,986
Revenue Not Reported on Financial Statements
$80,445
Revenue Not Reported on Form 990
$-3,083,165
Total Revenue per Audited Statements
$28,871,821
Total Revenue per Form 990
$32,035,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,526,278
Salaries, Compensation, and Employee Benefits$651,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$29,880,577
Other Salaries and Wages---$401,760
Other Employee Benefits---$127,084
Fees for Service Investment Mgmnt Fees---$80,445
Fees for Services Other---$77,386
Current Officers, Directors, Trustees, and Key Employees---$73,987
Information Technology---$69,431
Occupancy---$63,720
Payroll Taxes---$48,842
Fees for Services Legal---$45,277
Fees for Services Accounting---$36,630
Office Expenses---$33,394
Insurance---$19,267
Depreciation Depletion---$10,392
Travel---$9,900
Other Expenses---$9,752
Conferences and Meetings---$5,082
All Other Expenses---$4,447
Interest---$683
Total Functional Expenses$0$0$0$32,058,528

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,058,529
Expenses per Audited Statements$31,164,967
Total Expenses per Audited Statements$31,164,967
Expenses Not Reported on Financial Statements$893,562
Other Expense Adjustments$813,117
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
Health Claims Payable$1,871,453
Right-of-use Operating Liability, Net of Current$150,225
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
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
2024-02-12
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
42
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 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, 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:

“Change in plans total benefit obligation 813,117.”

Raw XML AppendixShowing 400 of 1,130 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/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16130398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1784273
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/TitleTxt17ASSISTANT TO EXECUTIVE DIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0604708
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03742195
IRS990/GrossReceiptsAmt035172918
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt069431
IRS990/InsuranceGrp/TotalAmt019267
IRS990/InterestGrp/TotalAmt0683
IRS990/InvestmentIncomeGrp/ExclusionAmt0350164
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0350164
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt048071506
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt045050493
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0728313
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025200
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0260909
IRS990/LandBldgEquipCostOrOtherBssAmt0989222
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03137487
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE MEDICAL BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt053760139
IRS990/NetAssetsOrFundBalancesEOYAmt050653877
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0604708
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0604708
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3083165
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt063720
IRS990/OfficeExpensesGrp/TotalAmt033394
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045170
IRS990/OtherAssetsTotalGrp/EOYAmt0260526
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0127084
IRS990/OtherExpensesGrp/Desc0STOP LOSS PREMIUMS
IRS990/OtherExpensesGrp/Desc1CONSULTING FEES - BCBS
IRS990/OtherExpensesGrp/Desc2PCORI TRANSITIONAL REIN
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/TotalAmt0966989
IRS990/OtherExpensesGrp/TotalAmt182507
IRS990/OtherExpensesGrp/TotalAmt210976
IRS990/OtherExpensesGrp/TotalAmt39752
IRS990/OtherLiabilitiesGrp/BOYAmt01058337
IRS990/OtherLiabilitiesGrp/EOYAmt02021678
IRS990/OtherSalariesAndWagesGrp/TotalAmt0401760
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt048842
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/RelatedOrExemptFuncIncomeAmt029769136
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11311423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029769136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11311423
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt029063844
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02996520
IRS990/PYOtherExpensesAmt01325065
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029669077
IRS990/PYRevenuesLessExpensesAmt01611275
IRS990/PYSalariesCompEmpBnftPaidAmt0665413
IRS990/PYTotalExpensesAmt031054322
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032665597
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-23097
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt053760139
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050653877
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03266812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03800819
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0893562
IRS990ScheduleD/ExpensesSubtotalAmt031164967
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt080445
IRS990ScheduleD/InvestmentExpensesNotIncldAmt080445
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3083165
IRS990ScheduleD/OtherExpensesNotIncludedAmt0813117
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0260909
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0728313
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0989222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01871453
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1150225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0HEALTH CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RIGHT-OF-USE OPERATING LIABILITY, NET OF CURRENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013925143
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115806481
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt27978249
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt37340620
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/RevenueNotReportedAmt0-3083165
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt080445
IRS990ScheduleD/RevenueSubtotalAmt031954986
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, 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/ExplanationTxt1CHANGE IN PLANS TOTAL BENEFIT OBLIGATION 813,117.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0260909
IRS990ScheduleD/TotalBookValueSecuritiesAmt045050493
IRS990ScheduleD/TotalExpensesPerForm990Amt032058529
IRS990ScheduleD/TotalLiabilityAmt02021678
IRS990ScheduleD/TotalRevenuePerForm990Amt032035431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028871821
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031164967
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt073987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt147816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0130398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt184273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0101937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt176013
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt111410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,101,991
Liabilities
$2,448,114
Net assets
$50,653,877
Revenue
$32,035,431
Expenses
$32,058,528
Net income
-$23,097
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