Civic Intelligence

Cement & Concrete Workers District Council Welfare Fund

990 • Fiscal year 2023 • EIN 13-5542693

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

Organization ProfileWWW.CCWBF.ORG

View Organization Page

214-38 42nd Avenue 2nd FloorBayside, NY 11361

(718) 762-6133

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.07x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.21x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

84th percentile

$292,536

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

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

Asset Growth

7th percentile

-10%

Faster asset growth than 7% of similar nonprofits.

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

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$80,647,433

Flat from 2023

Net Assets

Flat

$75,300,894

Flat from 2023

Liabilities

Flat

$5,346,539

Flat from 2023

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin9th percentile

Revenue

Flat

$25,905,933

Flat from 2023

Expenses

Flat

$37,536,201

Flat from 2023

Net Income

Flat

-$11,630,268

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$150M$100M$50M$0Assets 2011: $77,899,935Liabilities 2011: $2,748,273Net Assets 2011: $75,151,6622011Assets 2012: $84,019,284Liabilities 2012: $3,019,598Net Assets 2012: $80,999,6862012Assets 2013: $89,543,412Liabilities 2013: $3,035,902Net Assets 2013: $86,507,5102013Assets 2014: $93,389,899Liabilities 2014: $2,261,695Net Assets 2014: $91,128,2042014Assets 2015: $103,665,927Liabilities 2015: $3,435,313Net Assets 2015: $100,230,6142015Assets 2016: $115,632,910Liabilities 2016: $9,125,349Net Assets 2016: $106,507,5612016Assets 2017: $125,359,592Liabilities 2017: $12,846,097Net Assets 2017: $112,513,4952017Assets 2018: $114,605,489Liabilities 2018: $10,438,286Net Assets 2018: $104,167,2032018Assets 2019: $116,121,628Liabilities 2019: $8,241,261Net Assets 2019: $107,880,3672019Assets 2020: $115,159,029Liabilities 2020: $8,660,355Net Assets 2020: $106,498,6742020Assets 2021: $115,712,146Liabilities 2021: $7,772,016Net Assets 2021: $107,940,1302021Assets 2022: $89,661,297Liabilities 2022: $6,447,117Net Assets 2022: $83,214,1802022Assets 2023: $80,647,433Liabilities 2023: $5,346,539Net Assets 2023: $75,300,8942023Assets 2023: $80,647,433Liabilities 2023: $5,346,539Net Assets 2023: $75,300,8942023Assets 2024: $70,043,469Liabilities 2024: $7,690,705Net Assets 2024: $62,352,7642024

Highlighted filing

2023

Assets$80,647,433
Liabilities$5,346,539
Net Assets$75,300,894
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $22,604,215Expenses 2011: $20,891,061Net Income 2011: $1,713,1542011Revenue 2012: $22,648,532Expenses 2012: $21,425,964Net Income 2012: $1,222,5682012Revenue 2013: $22,670,705Expenses 2013: $22,824,738Net Income 2013: -$154,0332013Revenue 2014: $26,821,656Expenses 2014: $24,129,026Net Income 2014: $2,692,6302014Revenue 2015: $35,173,042Expenses 2015: $23,851,192Net Income 2015: $11,321,8502015Revenue 2016: $41,317,079Expenses 2016: $29,521,411Net Income 2016: $11,795,6682016Revenue 2017: $31,762,879Expenses 2017: $33,655,259Net Income 2017: -$1,892,3802017Revenue 2018: $34,318,844Expenses 2018: $37,666,603Net Income 2018: -$3,347,7592018Revenue 2019: $39,163,367Expenses 2019: $38,444,874Net Income 2019: $718,4932019Revenue 2020: $26,974,249Expenses 2020: $36,854,931Net Income 2020: -$9,880,6822020Revenue 2021: $34,540,506Expenses 2021: $37,758,131Net Income 2021: -$3,217,6252021Revenue 2022: $23,284,267Expenses 2022: $34,553,735Net Income 2022: -$11,269,4682022Revenue 2023: $25,905,933Expenses 2023: $37,536,201Net Income 2023: -$11,630,2682023Revenue 2023: $25,905,933Expenses 2023: $37,536,201Net Income 2023: -$11,630,2682023Revenue 2024: $31,733,715Expenses 2024: $39,578,600Net Income 2024: -$7,844,8852024

Highlighted filing

2023

Revenue$25,905,933
Expenses$37,536,201
Net Income-$11,630,268
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$52,538,057
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$83,214,180$75,300,894▼ $7,913,286
Investments Other Securities$57,664,785$43,901,427▼ $13,763,358
Investments in Publicly Traded Securities$20,946,670$26,052,086▲ $5,105,416
Accounts Receivable$5,376,712$5,139,247▼ $237,465
Cash and Non-Interest-Bearing Accounts$3,502,729$3,443,797▼ $58,932
Savings and Temporary Cash Investments$1,827,301$1,514,054▼ $313,247
Land, Buildings, and Equipment, Net$343,100$596,822▲ $253,722
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$89,661,297$80,647,433▼ $9,013,864
Liabilities
Other Liabilities$6,355,217$5,282,157▼ $1,073,060
Accounts Payable and Accrued Expenses$91,900$64,382▼ $27,518
Total Liabilities$6,447,117$5,346,539▼ $1,100,578
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,214,180$75,300,894▼ $7,913,286
Total Liabilities and Net Assets / Fund Balance$89,661,297$80,647,433▼ $9,013,864

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$339,515$183,287$522,802
Leasehold Improvements$257,307$18,379$275,686
Other Securities$11,317,499--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abby KaplanInterim Fund AdministratorPT$218,169$74,367$292,536
Alexa AngeloneEmployeePT$132,476$47,679$180,155
Jessica SchippellPen Fd Mgr-$100,440$40,874$141,314

Board Members and Trustees

NameTitle
Eric LeeEmployer Trustee
Joseph MitrioneEmployer Trustee
KEVIN O'BRIENEmployer Trustee
Michael SalgoEmployer Trustee
Angelo AngeloneUnion Trustee
Anthony AmellaUnion Trustee
John PetersUnion Trustee
KIERAN O'SULLIVANUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Empire Healthchoice Assurance INCHealth Claims ProcesONE LIBERTY PLAZA STE 200, New York, NY 10006$545,356
Gorlick Kravitz & Listhaus PCLegal17 STATE STREET 4TH FLR, New York, NY 10004-1501$519,441
Fitzsimmons Abrams LLPPayroll Audit7600 JERICHO TURNPIKE 403, Woodbury, NY 11797$251,602
Proskauer Rose LLPLegal11 TIMES SQUARE, New York, NY 10036$185,298
BasysComputer15300 W 105TH TERRACE, Lenexa, KS 66219$176,070
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,602,604
Investment Income
$4,914,020
Other Revenue
$389,309
Change in Net Assets
$-11,630,268

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,797,536
Revenue Not Reported on Financial Statements
$108,397
Revenue Not Reported on Form 990
$3,716,982
Total Revenue per Audited Statements
$29,514,518
Total Revenue per Form 990
$25,905,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,379,409
Other Expenses$431,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$35,725,322
Other Salaries and Wages---$894,219
Fees for Services Legal---$704,739
Fees for Services Accounting---$322,332
Information Technology---$275,012
Pension Plan Contributions---$258,442
Office Expenses---$183,887
Occupancy---$149,357
Fees for Services Other---$140,653
Insurance---$119,548
Fees for Service Investment Mgmnt Fees---$108,397
Other Employee Benefits---$97,731
Depreciation Depletion---$75,382
Payroll Taxes---$74,543
Current Officers, Directors, Trustees, and Key Employees---$54,474
Other Expenses---$-1,647,837
Total Functional Expenses$0$0$0$37,536,201

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$38,211,442
Total Expenses per Audited Statements$38,211,442
Total Expenses per Form 990$37,536,201
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-675,241
Other Expense Adjustments$-783,638
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alexa AngeloneFamily MemberEmploymentNo$180,155
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Plans Current Benefit Obligations$4,987,411
Due to Affiliates$294,746
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
Yes
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 A, Line 7A

“The plan is jointly administered by trustees who are appointed by the district council and by employer associations.”

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

“A copy of form 990 is provided to all voting members of the governing body and reviewed at a regularly scheduled board meeting 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

“Documents are available to the public to the extent required by law. Participants may view documents at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Cement and Concrete Workers Dc
EIN
13-5542693
Phone
7187626133
Address
214-38 42ND AVENUE 2ND FLOOR, BAYSIDE, NY 11361

Signing Officer

Name
Angelo Angelone
Title
Union Trustee
Phone
7187626133
Signed
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina Maderich
Formed
1949
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
11
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 IBNR -783,638.”

Raw XML AppendixShowing 400 of 682 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/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8INTERIM FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PEN FD MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03504160
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt030136284
IRS990/GrossReceiptsAmt052538057
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0275012
IRS990/InsuranceGrp/TotalAmt0119548
IRS990/InvestmentIncomeGrp/ExclusionAmt01409860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01409860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt057664785
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt043901427
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020946670
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026052086
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0201666
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0343100
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0596822
IRS990/LandBldgEquipCostOrOtherBssAmt0798488
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026632124
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt083214180
IRS990/NetAssetsOrFundBalancesEOYAmt075300894
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03504160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03504160
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03716982
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0149357
IRS990/OfficeExpensesGrp/TotalAmt0183887
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt097731
IRS990/OtherExpensesGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0-1647837
IRS990/OtherLiabilitiesGrp/BOYAmt06355217
IRS990/OtherLiabilitiesGrp/EOYAmt05282157
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/BusinessCd1238900
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0371377
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt117932
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0371377
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt117932
IRS990/OtherRevenueTotalAmt0389309
IRS990/OtherSalariesAndWagesGrp/TotalAmt0894219
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt074543
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0258442
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINA MADERICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015962855
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14639749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015962855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14639749
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032681390
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02918554
IRS990/PYOtherExpensesAmt0230638
IRS990/PYOtherRevenueAmt0352210
IRS990/PYProgramServiceRevenueAmt020013503
IRS990/PYRevenuesLessExpensesAmt0-11269468
IRS990/PYSalariesCompEmpBnftPaidAmt01641707
IRS990/PYTotalExpensesAmt034553735
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023284267
IRS990/ReconcilationRevenueExpnssAmt0-11630268
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt083214180
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt075300894
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01827301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01514054
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-675241
IRS990ScheduleD/ExpensesSubtotalAmt038211442
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0108397
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0108397
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0257307
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt018379
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0275686
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03716982
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-783638
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0339515
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0183287
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0522802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0294746
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14987411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013553579
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117668982
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21361367
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt311317499
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIP/JOINT VENTURE INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2UNALLOCATED INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3103-12 INVESTMENT ENTITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt03716982
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0108397
IRS990ScheduleD/RevenueSubtotalAmt025797536
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR -783,638.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0596822
IRS990ScheduleD/TotalBookValueSecuritiesAmt043901427
IRS990ScheduleD/TotalExpensesPerForm990Amt037536201
IRS990ScheduleD/TotalLiabilityAmt05282157
IRS990ScheduleD/TotalRevenuePerForm990Amt025905933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029514518
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt038211442
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0218169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1132476
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt063319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt136652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt111027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ABBY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ALEXA ANGELONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0INTERIM FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0292536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1180155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALEXA ANGELONE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0180155
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY EMPLOYER ASSOCIATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY AND REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO SUBMISSION.

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Filings

Displayed year

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

Open filing
Assets
$80,647,433
Liabilities
$5,346,539
Net assets
$75,300,894
Revenue
$25,905,933
Expenses
$37,536,201
Net income
-$11,630,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$7.69$62.4$31.7$39.6$7.84
2023Detailed filing. Detailed filing data is available for this year.$80.6$5.35$75.3$25.9$37.5$11.6
2023Summary only. Only limited summary data is available for this year.$80.6$5.35$75.3$25.9$37.5$11.6
2022Summary only. Only limited summary data is available for this year.$89.7$6.45$83.2$23.3$34.6$11.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$7.77$108$34.5$37.8$3.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$8.66$106$27.0$36.9$9.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$8.24$108$39.2$38.4$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$10.4$104$34.3$37.7$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$12.8$113$31.8$33.7$1.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$9.13$107$41.3$29.5$11.8
2015Detailed filing. Detailed filing data is available for this year.$104$3.44$100$35.2$23.9$11.3
2014Detailed filing. Detailed filing data is available for this year.$93.4$2.26$91.1$26.8$24.1$2.69
2013Detailed filing. Detailed filing data is available for this year.$89.5$3.04$86.5$22.7$22.8$0.15
2012Summary only. Only limited summary data is available for this year.$84.0$3.02$81.0$22.6$21.4$1.22
2011Summary only. Only limited summary data is available for this year.$77.9$2.75$75.2$22.6$20.9$1.71