Civic Intelligence

International Union of Operating Engineers

EIN 04-6040880 • 501(c)9 • Medway, MA

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Profile

To provide health and welfare benefits to eligible participants and their dependents.

16 Trotter DriveMedway, MA 02053

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.09x

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

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

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$362,142

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

61st percentile

9.4%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

40th percentile

4.3%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$150,131,904

Up $12,942,673 (+9.4%) from 2023

Liabilities

Up

$7,847,046

Up $679,021 (+9.5%) from 2023

Net Assets

Up

$142,284,858

Up $12,263,652 (+9.4%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin49th percentile

Revenue

Up

$87,549,733

Up $3,613,065 (+4.3%) from 2023

Expenses

Up

$84,125,948

Up $8,217,381 (+11%) from 2023

Net Income

Down

$3,423,785

Down $4,604,316 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$200M$150M$100M$50M$0Assets 2010: $62,953,321Liabilities 2010: $2,361,472Net Assets 2010: $60,591,8492010Assets 2011: $65,982,588Liabilities 2011: $2,657,258Net Assets 2011: $63,325,3302011Assets 2012: $68,448,644Liabilities 2012: $2,639,014Net Assets 2012: $65,809,6302012Assets 2013: $75,338,473Liabilities 2013: $3,320,053Net Assets 2013: $72,018,4202013Assets 2014: $79,429,601Liabilities 2014: $2,120,864Net Assets 2014: $77,308,7372014Assets 2015: $82,220,246Liabilities 2015: $3,710,410Net Assets 2015: $78,509,8362015Assets 2016: $85,440,008Liabilities 2016: $3,881,705Net Assets 2016: $81,558,3032016Assets 2017: $82,882,473Liabilities 2017: $4,660,331Net Assets 2017: $78,222,1422017Assets 2018: $78,714,879Liabilities 2018: $4,557,792Net Assets 2018: $74,157,0872018Assets 2019: $92,055,634Liabilities 2019: $3,845,663Net Assets 2019: $88,209,9712019Assets 2020: $103,951,507Liabilities 2020: $5,710,305Net Assets 2020: $98,241,2022020Assets 2021: $119,296,293Liabilities 2021: $6,930,218Net Assets 2021: $112,366,0752021Assets 2022: $117,848,189Liabilities 2022: $4,188,673Net Assets 2022: $113,659,5162022Assets 2023: $137,189,231Liabilities 2023: $7,168,025Net Assets 2023: $130,021,2062023Assets 2024: $150,131,904Liabilities 2024: $7,847,046Net Assets 2024: $142,284,8582024

Highlighted filing

2024

Assets$150,131,904
Liabilities$7,847,046
Net Assets$142,284,858
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$100M$50M$0-$50MExpenses 2010: $33,250,1812010Expenses 2011: $35,574,6982011Expenses 2012: $36,159,0172012Revenue 2013: $41,398,398Expenses 2013: $37,251,028Net Income 2013: $4,147,3702013Revenue 2014: $43,361,201Expenses 2014: $38,755,923Net Income 2014: $4,605,2782014Revenue 2015: $48,705,288Expenses 2015: $44,117,595Net Income 2015: $4,587,6932015Revenue 2016: $48,529,966Expenses 2016: $47,744,868Net Income 2016: $785,0982016Revenue 2017: $52,832,125Expenses 2017: $56,786,697Net Income 2017: -$3,954,5722017Revenue 2018: $59,269,483Expenses 2018: $60,737,896Net Income 2018: -$1,468,4132018Revenue 2019: $65,206,360Expenses 2019: $55,969,115Net Income 2019: $9,237,2452019Revenue 2020: $64,631,160Expenses 2020: $58,572,738Net Income 2020: $6,058,4222020Revenue 2021: $74,908,842Expenses 2021: $66,737,967Net Income 2021: $8,170,8752021Revenue 2022: $76,552,973Expenses 2022: $67,606,610Net Income 2022: $8,946,3632022Revenue 2023: $83,936,668Expenses 2023: $75,908,567Net Income 2023: $8,028,1012023Revenue 2024: $87,549,733Expenses 2024: $84,125,948Net Income 2024: $3,423,7852024

Highlighted filing

2024

Revenue$87,549,733
Expenses$84,125,948
Net Income$3,423,785
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$150,131,904
Liabilities
$7,847,046
Net assets
$142,284,858
Revenue
$87,549,733
Expenses
$84,125,948
Net income
$3,423,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$7.85$142$87.5$84.1$3.42
2023Detailed filing. Detailed filing data is available for this year.$137$7.17$130$83.9$75.9$8.03
2022Detailed filing. Detailed filing data is available for this year.$118$4.19$114$76.6$67.6$8.95
2021Detailed filing. Detailed filing data is available for this year.$119$6.93$112$74.9$66.7$8.17
2020Detailed filing. Detailed filing data is available for this year.$104$5.71$98.2$64.6$58.6$6.06
2019Detailed filing. Detailed filing data is available for this year.$92.1$3.85$88.2$65.2$56.0$9.24
2018Detailed filing. Detailed filing data is available for this year.$78.7$4.56$74.2$59.3$60.7$1.47
2017Detailed filing. Detailed filing data is available for this year.$82.9$4.66$78.2$52.8$56.8$3.95
2016Detailed filing. Detailed filing data is available for this year.$85.4$3.88$81.6$48.5$47.7$0.79
2015Detailed filing. Detailed filing data is available for this year.$82.2$3.71$78.5$48.7$44.1$4.59
2014Detailed filing. Detailed filing data is available for this year.$79.4$2.12$77.3$43.4$38.8$4.61
2013Detailed filing. Detailed filing data is available for this year.$75.3$3.32$72.0$41.4$37.3$4.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.4$2.64$65.8$36.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.0$2.66$63.3$35.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.0$2.36$60.6$33.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$112,186,430
Mission and Program Overview

Mission

To provide health and welfare benefits

To provide health and welfare benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$130,021,206$142,284,858▲ $12,263,652
Investments in Publicly Traded Securities$80,653,394$88,927,082▲ $8,273,688
Investments Other Securities$29,729,204$37,155,959▲ $7,426,755
Savings and Temporary Cash Investments$15,544,097$12,691,152▼ $2,852,945
Accounts Receivable$10,948,679$10,978,790▲ $30,111
Prepaid Expenses and Deferred Charges$313,857$378,921▲ $65,064
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$137,189,231$150,131,904▲ $12,942,673
Liabilities
Other Liabilities$6,607,150$7,679,026▲ $1,071,876
Accounts Payable and Accrued Expenses$560,875$168,020▼ $392,855
Total Liabilities$7,168,025$7,847,046▲ $679,021
Net Assets / Fund Balance
Total Net Assets Fund Balance$130,021,206$142,284,858▲ $12,263,652
Total Liabilities and Net Assets / Fund Balance$137,189,231$150,131,904▲ $12,942,673

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$62,815$62,815
Leasehold Improvements$0$15,325$15,325
Other Securities$37,155,959--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory a GeimanFund AdministratorPT$294,213$67,929$362,142
Rebecca ZaccardiControllerPT$170,544$56,810$227,354
Donald ChristyCollections ManagerPT$135,895$58,544$194,439
Laura-jean HickeyAssistant Fund AdministratorPT$134,104$57,317$191,421
James M BurnsIt DirectorPT$115,387$56,810$172,197

Board Members and Trustees

NameTitle
Angelo ColosanteEmployer Trustee
David Marr JrEmployer Trustee
Jim RegerEmployer Trustee
David SheaUnion Trustee
Michael BowesUnion Trustee
Paul C DiminicoUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MassMedical401 PARK DR 14, Boston, MA 02215$2,017,957
Lyra HealthMember Assistance Program270 EAST LANE, Burlingame, CA 94010$148,329
Vitech Systems Group INCInformation Technology401 PARK AVENUE SOUTH, New York, NY 10016$145,014
Willis Towers Watson NortheasConsulting75 ARLINGTON ST FL 2, Boston, MA 02116$126,000
Healthlinx LLCConsulting933 PIONEER RD BLDG 103, Draper, UT 84020$112,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$84,351,295
Investment Income
$3,184,925
Other Revenue
$13,513
Change in Net Assets
$3,423,785

Audited Revenue Reconciliation

Revenue per Audited Statements
$87,417,199
Revenue Not Reported on Financial Statements
$132,534
Revenue Not Reported on Form 990
$8,839,867
Total Revenue per Audited Statements
$96,257,066
Total Revenue per Form 990
$87,549,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,651,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-444,976

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$81,919,014
Other Salaries and Wages---$1,345,435
Pension Plan Contributions---$531,420
Current Officers, Directors, Trustees, and Key Employees---$362,142
Fees for Services Other---$296,400
Other Employee Benefits---$272,019
Information Technology---$234,099
Office Expenses---$159,675
Fees for Services Legal---$143,289
Payroll Taxes---$140,894
Fees for Service Investment Mgmnt Fees---$132,534
Fees for Services Accounting---$58,960
Insurance---$52,122
Occupancy---$51,115
Conferences and Meetings---$4,781
Other Expenses---$-1,587,876
Total Functional Expenses$0$0$0$84,125,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$84,125,948
Expenses per Audited Statements$82,921,538
Total Expenses per Audited Statements$82,921,538
Expenses Not Reported on Financial Statements$1,204,410
Other Expense Adjustments$1,071,876
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
Benefit Oblig. Currently Payable$7,679,026
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 was prepared in coordination with the fund administrator and controller of the organization. Once completed, the form was provided to trustees of the organization prior to submission.”

Form 990, Part VI, Section B, Line 12C

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available to all participants upon request. Documents are available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Iuoe Local 4 Health & Welfare Plan
EIN
04-6040880
Phone
5085331400
Address
16 TROTTER DRIVE, MEDWAY, MA 02053

Signing Officer

Name
Michael Bowes
Title
Chairman of Board of Trustees
Phone
5085331400
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory a Geiman
Formed
1957
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
0
Employees
19
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims payable and ibnr 1,071,876.”

Raw XML AppendixShowing 400 of 594 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/PersonNm10JAMES M BURNS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8135895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9134104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10115387
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COLLECTIONS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10IT DIRECTOR
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IRS990/FormationYr01957
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-31572
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024605125
IRS990/GrossReceiptsAmt0112186430
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt052122
IRS990/InvestmentIncomeGrp/ExclusionAmt03216497
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03216497
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037155959
IRS990/InvestmentsPubTradedSecGrp/BOYAmt080653394
IRS990/InvestmentsPubTradedSecGrp/EOYAmt088927082
IRS990/IRPDocumentCnt015
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt078140
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024636697
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0130021206
IRS990/NetAssetsOrFundBalancesEOYAmt0142284858
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-31572
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31572
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08839867
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt0159675
IRS990/OfficerMailingAddressInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0272019
IRS990/OtherExpensesGrp/Desc0MAINTENANCE AND SECURIT
IRS990/OtherExpensesGrp/Desc1REIMB.PR, PR TAX, BENEF
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IRS990/OtherExpensesGrp/TotalAmt1-1587876
IRS990/OtherLiabilitiesGrp/BOYAmt06607150
IRS990/OtherLiabilitiesGrp/EOYAmt07679026
IRS990/OtherRevenueMiscGrp/BusinessCd0237310
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IRS990/OtherRevenueTotalAmt013513
IRS990/OtherSalariesAndWagesGrp/TotalAmt01345435
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0531420
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0378921
IRS990/PrincipalOfficerNm0GREGORY A GEIMAN
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IRS990/ProgramServiceRevenueGrp/BusinessCd1237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1603655
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1603655
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02302333
IRS990/PYOtherExpensesAmt0-374190
IRS990/PYOtherRevenueAmt027031
IRS990/PYProgramServiceRevenueAmt081607304
IRS990/PYRevenuesLessExpensesAmt08028101
IRS990/PYSalariesCompEmpBnftPaidAmt02457257
IRS990/PYTotalExpensesAmt075908567
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt083936668
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03423785
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0142284858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015544097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012691152
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062815
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01204410
IRS990ScheduleD/ExpensesSubtotalAmt082921538
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0132534
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0132534
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015325
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015325
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08839867
IRS990ScheduleD/OtherExpensesNotIncludedAmt01071876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07679026
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIG. CURRENTLY PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt037155959
IRS990ScheduleD/OtherSecuritiesGrp/Desc0S&P 500 INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt08839867
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0132534
IRS990ScheduleD/RevenueSubtotalAmt087417199
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE AND IBNR 1,071,876.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt037155959
IRS990ScheduleD/TotalExpensesPerForm990Amt084125948
IRS990ScheduleD/TotalLiabilityAmt07679026
IRS990ScheduleD/TotalRevenuePerForm990Amt087549733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt096257066
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt082921538
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0294213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1170544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2135895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3134104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4115387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt049363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt139230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt240178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt339507
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt439230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018566
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt117580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt218366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt317810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt417580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30

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