Civic Intelligence

Iron Workers Local 40 & 361 Topping Out Out Fund

EIN 13-3156507 • 501(c)9 • New York, NY

View Organization Page

Profile

The plan was able to provide death, disability, unemployment, and unreimbursed medical expense payments to members

451 Park Ave SouthNew York, NY 10016

www.ironworkers.net

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

86th percentile

$385,103

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

48th percentile

5.1%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

6.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$318,766,675

Up $15,600,097 (+5.1%) from 2023

Liabilities

Down

$704,525

Down $142,612 (-17%) from 2023

Net Assets

Up

$318,062,150

Up $15,742,709 (+5.2%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin70th percentile

Revenue

Up

$51,999,666

Up $2,961,769 (+6.0%) from 2023

Expenses

Down

$44,206,466

Down $5,814,396 (-12%) from 2023

Net Income

Up

$7,793,200

Up $8,776,165 (+893%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$400M$300M$200M$100M$0Assets 2010: $104,700,922Liabilities 2010: $461,316Net Assets 2010: $104,239,6062010Assets 2011: $123,244,568Liabilities 2011: $2,478,469Net Assets 2011: $120,766,0992011Assets 2012: $137,617,481Liabilities 2012: $1,418,087Net Assets 2012: $136,199,3942012Assets 2013: $150,149,389Liabilities 2013: $863,001Net Assets 2013: $149,286,3882013Assets 2014: $158,839,798Liabilities 2014: $507,555Net Assets 2014: $158,332,2432014Assets 2015: $176,694,187Liabilities 2015: $618,827Net Assets 2015: $176,075,3602015Assets 2016: $208,480,481Liabilities 2016: $1,799,856Net Assets 2016: $206,680,6252016Assets 2017: $232,463,242Liabilities 2017: $761,721Net Assets 2017: $231,701,5212017Assets 2018: $237,136,032Liabilities 2018: $1,266,799Net Assets 2018: $235,869,2332018Assets 2019: $275,938,823Liabilities 2019: $2,654,372Net Assets 2019: $273,284,4512019Assets 2020: $290,427,400Liabilities 2020: $1,038,455Net Assets 2020: $289,388,9452020Assets 2021: $314,693,043Liabilities 2021: $1,565,277Net Assets 2021: $313,127,7662021Assets 2022: $290,630,517Liabilities 2022: $1,680,384Net Assets 2022: $288,950,1332022Assets 2023: $303,166,578Liabilities 2023: $847,137Net Assets 2023: $302,319,4412023Assets 2024: $318,766,675Liabilities 2024: $704,525Net Assets 2024: $318,062,1502024

Highlighted filing

2024

Assets$318,766,675
Liabilities$704,525
Net Assets$318,062,150
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $17,051,1282010Expenses 2011: $21,826,1552011Expenses 2012: $27,633,5422012Revenue 2013: $36,458,194Expenses 2013: $30,603,628Net Income 2013: $5,854,5662013Revenue 2014: $40,722,490Expenses 2014: $27,456,068Net Income 2014: $13,266,4222014Revenue 2015: $48,675,694Expenses 2015: $23,184,199Net Income 2015: $25,491,4952015Revenue 2016: $62,388,357Expenses 2016: $34,734,892Net Income 2016: $27,653,4652016Revenue 2017: $62,055,277Expenses 2017: $42,417,195Net Income 2017: $19,638,0822017Revenue 2018: $61,136,680Expenses 2018: $43,490,085Net Income 2018: $17,646,5952018Revenue 2019: $63,535,067Expenses 2019: $40,673,692Net Income 2019: $22,861,3752019Revenue 2020: $56,489,344Expenses 2020: $44,085,418Net Income 2020: $12,403,9262020Revenue 2021: $57,976,282Expenses 2021: $41,991,961Net Income 2021: $15,984,3212021Revenue 2022: $58,496,866Expenses 2022: $50,099,711Net Income 2022: $8,397,1552022Revenue 2023: $49,037,897Expenses 2023: $50,020,862Net Income 2023: -$982,9652023Revenue 2024: $51,999,666Expenses 2024: $44,206,466Net Income 2024: $7,793,2002024

Highlighted filing

2024

Revenue$51,999,666
Expenses$44,206,466
Net Income$7,793,200
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
$318,766,675
Liabilities
$704,525
Net assets
$318,062,150
Revenue
$51,999,666
Expenses
$44,206,466
Net income
$7,793,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$0.70$318$52.0$44.2$7.79
2023Detailed filing. Detailed filing data is available for this year.$303$0.85$302$49.0$50.0$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$291$1.68$289$58.5$50.1$8.40
2021Detailed filing. Detailed filing data is available for this year.$315$1.57$313$58.0$42.0$16.0
2020Detailed filing. Detailed filing data is available for this year.$290$1.04$289$56.5$44.1$12.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$276$2.65$273$63.5$40.7$22.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$237$1.27$236$61.1$43.5$17.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$0.76$232$62.1$42.4$19.6
2016Detailed filing. Detailed filing data is available for this year.$208$1.80$207$62.4$34.7$27.7
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$0.62$176$48.7$23.2$25.5
2014Detailed filing. Detailed filing data is available for this year.$159$0.51$158$40.7$27.5$13.3
2013Detailed filing. Detailed filing data is available for this year.$150$0.86$149$36.5$30.6$5.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$138$1.42$136$27.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$2.48$121$21.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$0.46$104$17.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$216,902,999
Mission and Program Overview

Mission

The plan was able to provide death, disability, unemployment, and unreimbursed medical expense payments to members

To provide death, disability, unemployment and unreimbursed medical expense to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$302,319,441$318,062,150▲ $15,742,709
Investments in Publicly Traded Securities$274,544,348$291,253,606▲ $16,709,258
Investments Other Securities$15,331,829$16,709,564▲ $1,377,735
Savings and Temporary Cash Investments$7,803,271$5,676,290▼ $2,126,981
Accounts Receivable$4,315,078$4,053,763▼ $261,315
Cash and Non-Interest-Bearing Accounts$542,805$391,935▼ $150,870
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$303,166,578$318,766,675▲ $15,600,097
Other Assets Total$629,247$681,517▲ $52,270
Liabilities
Other Liabilities$771,630$404,213▼ $367,417
Accounts Payable and Accrued Expenses$75,507$300,312▲ $224,805
Total Liabilities$847,137$704,525▼ $142,612
Net Assets / Fund Balance
Total Net Assets Fund Balance$302,319,441$318,062,150▲ $15,742,709
Total Liabilities and Net Assets / Fund Balance$303,166,578$318,766,675▲ $15,600,097

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,203,148--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Alan SeidmanEmployer Trustee
Bill MatreEmployer Trustee
Daniel TeutulEmployer Trustee
David PisacritaEmployer Trustee
Jake BidoskyEmployer Trustee
Robert SamelaEmployer Trustee
Robert WeissEmployer Trustee
Barry KingEmployer Trustee - Eff 01/24
Gord LederEmployer Trustee - Thru 01/24
Anthony DeblasieUnion Trustee
Christopher WalshUnion Trustee
Daniel DoyleUnion Trustee
John CushUnion Trustee
Keith EisgruberUnion Trustee
Matthew ChartrandUnion Trustee
Matthew P StoddardUnion Trustee
Robert JohnsonUnion Trustee
Michael DunnUnion Trustee - Eff 07/24
Michael GaydosUnion Trustee - Thru 07/24
Brian J SabbaghFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Lazard Asset Management LLCInvestment Manager30 ROCKEFELLER PLAZA, New York, NY 10112$164,228
Manning & Napier Advisors LLCInvestment Manager290 WOODCLIFF DRIVE, Fairport, NY 14450$140,794
Insight North AmericaInvestment Manager200 PARK AVE STE 7, New York, NY 10166$105,305
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,688,745
Investment Income
$11,310,921
Other Revenue
$0
Change in Net Assets
$7,793,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,282,989
Revenue Not Reported on Financial Statements
$716,677
Revenue Not Reported on Form 990
$7,949,509
Total Revenue per Audited Statements
$59,232,498
Total Revenue per Form 990
$51,999,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,433,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$42,772,825
Fees for Service Investment Mgmnt Fees---$716,677
Other Expenses---$594,334
Fees for Services Accounting---$80,053
Fees for Services Legal---$29,248
Office Expenses---$13,329
Total Functional Expenses$0$0$0$44,206,466

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$44,206,466
Expenses per Audited Statements$43,489,789
Total Expenses per Audited Statements$43,489,789
Expenses Not Reported on Financial Statements$716,677
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
Operating Lease Liability$401,196
Due to Related Organizations$3,017
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 who work full time for the plans. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“The plan monitors its conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The plan's governing documents, policies and financial statements are made available to participants upon request.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Locals 40 361 & 417
EIN
13-3156507
Phone
2126841586
Address
451 PARK AVE SOUTH, NEW YORK, NY 10016

Signing Officer

Name
Matthew Chartrand
Title
Union Trustee
Phone
2126841586
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian J Sabbagh
Formed
1982
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Raw XML AppendixShowing 400 of 548 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/PersonNm4DAVID PISACRITA
IRS990/Form990PartVIISectionAGrp/PersonNm5ALAN SEIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL TEUTUL
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL MATRE
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT WEISS
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL GAYDOS
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN CUSH
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTOPHER WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm14KEITH EISGRUBER
IRS990/Form990PartVIISectionAGrp/PersonNm15MATTHEW P STODDARD
IRS990/Form990PartVIISectionAGrp/PersonNm16ANTHONY DEBLASIE
IRS990/Form990PartVIISectionAGrp/PersonNm17MATTHEW CHARTRAND
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm19BRIAN J SABBAGH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19243115
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE - EFF 01/24
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE - THRU 01/24
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10UNION TRUSTEE - THRU 07/24
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18UNION TRUSTEE - EFF 07/24
IRS990/Form990PartVIISectionAGrp/TitleTxt19FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02384461
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0167287794
IRS990/GrossReceiptsAmt0216902999
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08926460
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08926460
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015331829
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016709564
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0274544348
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0291253606
IRS990/IRPDocumentCnt01533
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0164903333
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE DEATH, DISABILITY, UNEMPLOYMENT AND UNREIMBURSED MEDICAL EXPENSE TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0302319441
IRS990/NetAssetsOrFundBalancesEOYAmt0318062150
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02384461
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02384461
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07949509
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt013329
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0629247
IRS990/OtherAssetsTotalGrp/EOYAmt0681517
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMB TO RELATED
IRS990/OtherExpensesGrp/TotalAmt0594334
IRS990/OtherLiabilitiesGrp/BOYAmt0771630
IRS990/OtherLiabilitiesGrp/EOYAmt0404213
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN J SABBAGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040688745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040688745
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt048656973
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07443080
IRS990/PYOtherExpensesAmt01363889
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt041594817
IRS990/PYRevenuesLessExpensesAmt0-982965
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt050020862
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt049037897
IRS990/ReconcilationRevenueExpnssAmt07793200
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0318062150
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07803271
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05676290
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0716677
IRS990ScheduleD/ExpensesSubtotalAmt043489789
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0716677
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0716677
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07949509
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03017
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1401196
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010506416
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16203148
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt07949509
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0716677
IRS990ScheduleD/RevenueSubtotalAmt051282989
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt016709564
IRS990ScheduleD/TotalExpensesPerForm990Amt044206466
IRS990ScheduleD/TotalLiabilityAmt0404213
IRS990ScheduleD/TotalRevenuePerForm990Amt051999666
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt059232498
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt043489789
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0243115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt072724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt069264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN J SABBAGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0385103
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0BRIAN J. SABBAGH RECEIVED COMPENSATION AND BENEFITS IN HIS CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY, APPRENTICE, PENSION, AND HEALTH FUNDS. COMPENSATION AND BENEFITS ARE APPROVED BY THE BOARD OF TRUSTEES, PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE TOPPING OUT FUND'S PORTION OF THESE EXPENSES IS 8% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III - ADDITIONAL INFORMATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR AND CONTROLLER WHO WORK FULL TIME FOR THE PLANS. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C

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