Civic Intelligence

Unisys-Sperry Welfare Benefit Trust

990 • Fiscal year 2012 • EIN 13-3022826

Apr 01, 2011 to Mar 31, 2012 • Filed on Feb 13, 2013

Organization ProfileN/A
C/O The Bnym PO Box 53500715253-5007
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,622,455

Flat from 2012

Net Assets

Flat

$1,622,455

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$242,765

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,585,938Liabilities 2011: $0Net Assets 2011: $1,585,9382011Assets 2012: $1,622,455Liabilities 2012: $0Net Assets 2012: $1,622,4552012Assets 2012: $1,622,455Liabilities 2012: $0Net Assets 2012: $1,622,4552012Assets 2013: $1,708,101Liabilities 2013: $0Net Assets 2013: $1,708,1012013Assets 2014: $1,785,414Liabilities 2014: $0Net Assets 2014: $1,785,4142014Assets 2015: $35,390Liabilities 2015: $0Net Assets 2015: $35,3902015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$1,622,455
Liabilities$0
Net Assets$1,622,455
Open 2012 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $301,362Expenses 2011: $326,763Net Income 2011: -$25,4012011Expenses 2012: $242,7652012Revenue 2012: $279,282Expenses 2012: $242,765Net Income 2012: $36,5172012Revenue 2013: $293,475Expenses 2013: $207,829Net Income 2013: $85,6462013Revenue 2014: $410,991Expenses 2014: $335,642Net Income 2014: $75,3492014Revenue 2015: $111,384Expenses 2015: $1,861,408Net Income 2015: -$1,750,0242015Revenue 2016: $3Expenses 2016: $35,393Net Income 2016: -$35,3902016

Highlighted filing

2012

Revenue-
Expenses$242,765
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Feb 13, 2013
Return Version
2011v1.5
Gross Receipts
$507,028
Mission and Program Overview

Mission

To provide welfare benefits to its eligible participants.

Filing and Contact Details

Filer

EIN
13-3022826
Raw XML Appendix354 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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IRS990ScheduleO/GeneralExplanation/Explanation0THE BANK OF NEW YORK MELLON SERVES AS THE SOLE DIRECTED TRUSTEE OF UNISYS-SPERRY WELFARE BENEFIT TRUST. THE PLAN SPONSOR IS UNISYS CORPORATION. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE TRUST DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/GeneralExplanation/Explanation1THESE QUESTIONS ARE NOT APPLICABLE TO THE TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES; THEREFORE, NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR UNISYS-SPERRY WELFARE BENEFIT TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE'S FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH UNISYS CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation5UNISYS-SPERRY WELFARE BENEFIT TRUST HAS NOTED THAT ITS BOOKS AND RECORDS ARE REPORTED ON THE "MODIFIED CASH" BASIS WHICH IS A MORE ACCURATE DESCRIPTION OF THE ACCOUNTING METHOD USED BY THE UNISYS-SPERRY WELFARE BENEFIT TRUST AND IS IN COMPLIANCE WITH REG. 1.446-1(C)(IV). THOUGH THIS DESCRIPTION IS DIFFERENT FROM THE PRIOR YEAR, THERE HAS BEEN NO CHANGE IN THE ACCOUNTING METHOD AND IT IS IN CONFORMITY WITH THE METHOD USED FOR ITS BOOKS. UNISYS-SPERRY WELFARE BENEFIT TRUST BELIEVES THAT THE METHOD CLEARLY REFLECTS INCOME AND IS CONSISTENTLY USED.
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ReturnHeader/Filer/InCareOfName0% THE BANK OF NEW YORK MELLON
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ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-13
ReturnHeader/Officer/Name0BRENT HEINTZELMAN
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ERNST & YOUNG US LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102100 ONE PPG PLACE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode015222
ReturnHeader/Preparer/Phone04126447800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-13T09:34:58-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,622,455
Liabilities
$0
Net assets
$1,622,455
Revenue
-
Expenses
$242,765
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.11$1.86$1.75
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.41$0.34$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$0.29$0.21$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.24
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.28$0.24$0.04
2011Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.30$0.33$0.03