Civic Intelligence

Snap-On Incorporated Amended and Restated Benefit Tr Fo Col Bar Emp

EIN 11-6629080 • 501(c)9 • Kenosha, WI

Profile

NONE

2801 80th Street PO Box 1410Kenosha, WI 53141
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$11,420

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

3.0%

Faster asset growth than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-5.5%

Faster revenue growth than 20% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$11,646,862

Up $336,436 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,646,862

Up $336,436 (+3.0%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin7th percentile

Revenue

Down

$465,334

Down $26,863 (-5.5%) from 2023

Expenses

Down

$652,980

Down $458,483 (-41%) from 2023

Net Income

Up

-$187,646

Up $431,620 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $13,856,299Liabilities 2010: $0Net Assets 2010: $13,856,2992010Assets 2011: $13,560,754Liabilities 2011: $0Net Assets 2011: $13,560,7542011Assets 2012: $15,146,869Liabilities 2012: $0Net Assets 2012: $15,146,8692012Assets 2013: $15,024,844Liabilities 2013: $0Net Assets 2013: $15,024,8442013Assets 2014: $14,772,662Liabilities 2014: $0Net Assets 2014: $14,772,6622014Assets 2015: $13,702,134Liabilities 2015: $0Net Assets 2015: $13,702,1342015Assets 2016: $13,231,085Liabilities 2016: $0Net Assets 2016: $13,231,0852016Assets 2017: $13,410,912Liabilities 2017: $0Net Assets 2017: $13,410,9122017Assets 2018: $12,148,323Liabilities 2018: $0Net Assets 2018: $12,148,3232018Assets 2019: $12,759,422Liabilities 2019: $0Net Assets 2019: $12,759,4222019Assets 2020: $13,250,996Liabilities 2020: $0Net Assets 2020: $13,250,9962020Assets 2021: $13,788,676Liabilities 2021: $0Net Assets 2021: $13,788,6762021Assets 2022: $11,251,780Liabilities 2022: $0Net Assets 2022: $11,251,7802022Assets 2023: $11,310,426Liabilities 2023: $0Net Assets 2023: $11,310,4262023Assets 2024: $11,646,862Liabilities 2024: $0Net Assets 2024: $11,646,8622024

Highlighted filing

2024

Assets$11,646,862
Liabilities$0
Net Assets$11,646,862
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $56,040Expenses 2010: $150,697Net Income 2010: -$94,6572010Revenue 2011: $297,535Expenses 2011: $147,764Net Income 2011: $149,7712011Revenue 2012: $376,890Expenses 2012: $137,949Net Income 2012: $238,9412012Revenue 2013: $280,433Expenses 2013: $2,572,559Net Income 2013: -$2,292,1262013Revenue 2014: $1,839,200Expenses 2014: $1,227,736Net Income 2014: $611,4642014Revenue 2015: $169,599Expenses 2015: $1,059,616Net Income 2015: -$890,0172015Revenue 2016: $297,977Expenses 2016: $1,008,810Net Income 2016: -$710,8332016Revenue 2017: $268,683Expenses 2017: $1,137,665Net Income 2017: -$868,9822017Revenue 2018: $1,079,642Expenses 2018: $1,115,436Net Income 2018: -$35,7942018Revenue 2019: $184,267Expenses 2019: $801,824Net Income 2019: -$617,5572019Revenue 2020: $183,209Expenses 2020: $788,600Net Income 2020: -$605,3912020Revenue 2021: $498,135Expenses 2021: $746,970Net Income 2021: -$248,8352021Revenue 2022: $391,350Expenses 2022: $547,772Net Income 2022: -$156,4222022Revenue 2023: $492,197Expenses 2023: $1,111,463Net Income 2023: -$619,2662023Revenue 2024: $465,334Expenses 2024: $652,980Net Income 2024: -$187,6462024

Highlighted filing

2024

Revenue$465,334
Expenses$652,980
Net Income-$187,646
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
$11,646,862
Liabilities
$0
Net assets
$11,646,862
Revenue
$465,334
Expenses
$652,980
Net income
-$187,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.00$11.6$0.47$0.65$0.19
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.49$1.11$0.62
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.39$0.55$0.16
2021Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.50$0.75$0.25
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.18$0.79$0.61
2019Summary only. Only limited summary data is available for this year.$12.8$0.00$12.8$0.18$0.80$0.62
2018Summary only. Only limited summary data is available for this year.$12.1$0.00$12.1$1.08$1.12$0.04
2017Summary only. Only limited summary data is available for this year.$13.4$0.00$13.4$0.27$1.14$0.87
2016Summary only. Only limited summary data is available for this year.$13.2$0.00$13.2$0.30$1.01$0.71
2015Summary only. Only limited summary data is available for this year.$13.7$0.00$13.7$0.17$1.06$0.89
2014Summary only. Only limited summary data is available for this year.$14.8$0.00$14.8$1.84$1.23$0.61
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$0.28$2.57$2.29
2012Summary only. Only limited summary data is available for this year.$15.1$0.00$15.1$0.38$0.14$0.24
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$13.6$0.30$0.15$0.15
2010Summary only. Only limited summary data is available for this year.$13.9$0.00$13.9$0.06$0.15$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$1,469,068
Mission and Program Overview

Mission

NONE

The trust provides funding for health benefits for union retirees. Benefits include medical, hospital, surgical, major medical, retiree reimbursement accounts and Medicare Part B premiums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,310,426$11,646,862▲ $336,436
Investments in Publicly Traded Securities$8,290,923$8,269,702▼ $21,221
Investments Other Securities$2,806,709$3,183,932▲ $377,223
Savings and Temporary Cash Investments$211,463$192,507▼ $18,956
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$11,310,426$11,646,862▲ $336,436
Other Assets Total$1,331$721▼ $610
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,310,426$11,646,862▲ $336,436
Total Liabilities and Net Assets / Fund Balance$11,310,426$11,646,862▲ $336,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,183,932--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleBaseTotal
-777 E. Wisconsin Ave, Milwaukee WI 53202$11,420$11,420
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$465,334
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-187,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,161
Salaries, Compensation, and Employee Benefits$11,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$623,399--$623,399
Fees for Services Accounting$16,500$0$0$16,500
Current Officers, Directors, Trustees, and Key Employees$11,420$0$0$11,420
Fees for Service Investment Mgmnt Fees$1,661$0$0$1,661
Total Functional Expenses$652,980$0$0$652,980
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 8A

“The organization is a 501(c)(9) trust and does not hold meetings or take written actions”

Form 990, Part VI, Section A, Line 8B

“The organization is a 501(c)(9) trust and does not hold meetings or take written actions”

Form 990, Part VI, Section A, Line 9

“US Bank NA, 777 E. Wisconsin Avenue, Milwaukee, WI 53202”

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

“The completed form 990 was prepared and reviewed by Snap-on Incorporated”

Form 990, Part VI, Section B, Line 15

“There are no officers, directors or employees receiving compensation for the Trust”

Form 990, Part VI, Section C, Line 19

“These items are provided upon request to participants in the VEBA”

Filing and Contact Details

Filer

Filer Name
Snap-on Incorporated Amended and Restated Benefit Tr Fo Col Bar Emp
EIN
11-6629080
Phone
2626565200
Address
2801 80th Street PO Box 1410, Kenosha, WI 53141

Signing Officer

Name
Scott Rugg
Title
VP, Tax
Phone
2626564784
Signed
2025-11-11

Organization Details

Formed
2007
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Expenses of $1,661 for Investment Advisory and Management Fees paid to BlackRock Msci Acwi Equity Index fund”

Form 990, Part XI, Line 9

“Other changes in new assets is the change in accrued income recorded by the Trust at year-end (Current-Prior)”

Financial Statement Notes

Schedule D, Part X, Line 2

“Financial statements read: The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits to be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2024, there were no uncertain positions taken or expected to be taken. The Plan has recognized no interest or penalties related to uncertain income tax positions. Therefore, no provision for income taxes has been included in the Plan's financial statements. The Plan is subject to routine audits by taxing jurisdictions and there are currently no audits in progress.”

Raw XML AppendixShowing 400 of 475 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/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011310426
IRS990/NetAssetsOrFundBalancesEOYAmt011646862
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0270246
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0270246
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0524692
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01331
IRS990/OtherAssetsTotalGrp/EOYAmt0721
IRS990/OtherChangesInNetAssetsAmt0-610
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Snap-on Amended and Restated Benefit Trust for Collectively Bargained Emplo
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Compensation of current officers, directors, trustees, and key employees
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011420
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Accounting
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Investment management fees
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01661
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01082679
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0492197
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017801
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-619266
IRS990/PYSalariesCompEmpBnftPaidAmt010983
IRS990/PYTotalExpensesAmt01111463
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0492197
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-187646
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0211463
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192507
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03183932
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Pinehurst Institutional Ltd., a private fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Financial statements read: The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits to be sustained upon examination by the IRS. The Plan administrator has analyzed the tax positions taken by the Plan and has concluded that, as of December 31, 2024, there were no uncertain positions taken or expected to be taken. The Plan has recognized no interest or penalties related to uncertain income tax positions. Therefore, no provision for income taxes has been included in the Plan's financial statements. The Plan is subject to routine audits by taxing jurisdictions and there are currently no audits in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueSecuritiesAmt03183932
IRS990ScheduleD/TotalLiabilityAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses of $1,661 for Investment Advisory and Management Fees paid to BlackRock Msci Acwi Equity Index fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization is a 501(c)(9) trust and does not hold meetings or take written actions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization is a 501(c)(9) trust and does not hold meetings or take written actions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3US Bank NA, 777 E. Wisconsin Avenue, Milwaukee, WI 53202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The completed form 990 was prepared and reviewed by Snap-on Incorporated
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5There are no officers, directors or employees receiving compensation for the Trust
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6These items are provided upon request to participants in the VEBA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other changes in new assets is the change in accrued income recorded by the Trust at year-end (Current-Prior)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00

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