Civic Intelligence

Seafarers Health and Benefits Plan

990 • Fiscal year 2013 • EIN 13-5557534

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileN/A

View Organization Page

5201 Auth Way20746

(301) 899-0675

Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

50th percentile

0.03x

Higher debt load relative to revenue than 50% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

28th percentile

2.0%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$83,528,368

Up $1,642,815 (+2.0%) from 2012

Net Assets

Up

$81,459,494

Up $2,269,093 (+2.9%) from 2012

Liabilities

Down

$2,068,874

Down $626,278 (-23%) from 2012

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin48th percentile

Revenue

$63,752,416

No earlier filing loaded for comparison.

Expenses

Up

$61,904,819

Up $8,194,948 (+15%) from 2012

Net Income

$1,847,597

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$600M$400M$200M$0Assets 2010: $72,781,565Liabilities 2010: $3,704,212Net Assets 2010: $69,077,3532010Assets 2011: $81,180,126Liabilities 2011: $2,466,084Net Assets 2011: $78,714,0422011Assets 2012: $81,885,553Liabilities 2012: $2,695,152Net Assets 2012: $79,190,4012012Assets 2013: $83,528,368Liabilities 2013: $2,068,874Net Assets 2013: $81,459,4942013Assets 2014: $86,932,645Liabilities 2014: $3,596,502Net Assets 2014: $83,336,1432014Assets 2015: $108,114,107Liabilities 2015: $2,019,101Net Assets 2015: $106,095,0062015Assets 2016: $140,540,281Liabilities 2016: $3,347,981Net Assets 2016: $137,192,3002016Assets 2017: $163,559,647Liabilities 2017: $1,852,378Net Assets 2017: $161,707,2692017Assets 2018: $201,548,809Liabilities 2018: $8,116,466Net Assets 2018: $193,432,3432018Assets 2019: $252,807,787Liabilities 2019: $3,692,689Net Assets 2019: $249,115,0982019Assets 2020: $315,119,275Liabilities 2020: $4,629,908Net Assets 2020: $310,489,3672020Assets 2021: $361,329,648Liabilities 2021: $7,596,146Net Assets 2021: $353,733,5022021Assets 2022: $357,482,022Liabilities 2022: $4,040,836Net Assets 2022: $353,441,1862022Assets 2023: $424,202,761Liabilities 2023: $4,065,867Net Assets 2023: $420,136,8942023Assets 2024: $492,981,810Liabilities 2024: $5,027,476Net Assets 2024: $487,954,3342024

Highlighted filing

2013

Assets$83,528,368
Liabilities$2,068,874
Net Assets$81,459,494
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0Expenses 2010: $55,112,8312010Expenses 2011: $53,690,8952011Expenses 2012: $53,709,8712012Revenue 2013: $63,752,416Expenses 2013: $61,904,819Net Income 2013: $1,847,5972013Revenue 2014: $72,431,557Expenses 2014: $70,658,383Net Income 2014: $1,773,1742014Revenue 2015: $96,161,380Expenses 2015: $70,008,221Net Income 2015: $26,153,1592015Revenue 2016: $100,436,301Expenses 2016: $71,549,149Net Income 2016: $28,887,1522016Revenue 2017: $98,328,444Expenses 2017: $76,669,275Net Income 2017: $21,659,1692017Revenue 2018: $126,566,342Expenses 2018: $86,087,219Net Income 2018: $40,479,1232018Revenue 2019: $135,818,273Expenses 2019: $93,846,979Net Income 2019: $41,971,2942019Revenue 2020: $140,259,030Expenses 2020: $89,215,058Net Income 2020: $51,043,9722020Revenue 2021: $134,289,956Expenses 2021: $95,725,955Net Income 2021: $38,564,0012021Revenue 2022: $129,192,451Expenses 2022: $87,444,281Net Income 2022: $41,748,1702022Revenue 2023: $135,819,228Expenses 2023: $100,555,001Net Income 2023: $35,264,2272023Revenue 2024: $164,732,059Expenses 2024: $101,581,749Net Income 2024: $63,150,3102024

Highlighted filing

2013

Revenue$63,752,416
Expenses$61,904,819
Net Income$1,847,597
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$80,396,107
Mission and Program Overview

Mission

To pay health and welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$79,190,401$81,459,494▲ $2,269,093
Investments in Publicly Traded Securities$58,699,711$73,573,435▲ $14,873,724
Accounts Receivable$10,989,930$4,512,983▼ $6,476,947
Cash and Non-Interest-Bearing Accounts$7,866,221$2,398,047▼ $5,468,174
Savings and Temporary Cash Investments$2,689,398$1,491,624▼ $1,197,774
Land, Buildings, and Equipment, Net$1,424,771$1,294,476▼ $130,295
Prepaid Expenses and Deferred Charges$215,522$257,803▲ $42,281
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$81,885,553$83,528,368▲ $1,642,815
Liabilities
Accounts Payable and Accrued Expenses$2,695,152$2,068,874▼ $626,278
Total Liabilities$2,695,152$2,068,874▼ $626,278
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,190,401$81,459,494▲ $2,269,093
Total Liabilities and Net Assets / Fund Balance$81,885,553$83,528,368▲ $1,642,815

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$474,200$1,602,641$2,076,841
Leasehold Improvements$513,511$612,346$1,125,857
Land$303,953-$303,953
Other Land Buildings$2,812-$2,812
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
B PowellAlternate Trustee
Ed HanleyAlternate Trustee
Edward MorganAlternate Trustee
G KennyAlternate Trustee
H GalbisoAlternate Trustee
J McgregorAlternate Trustee
J VincenzoAlternate Trustee
John SullivanAlternate Trustee
M BlankenshipAlternate Trustee
N GauslowAlternate Trustee
Nick CelonaAlternate Trustee
Philip FisherAlternate Trustee
T MayhewAlternate Trustee
Todd BrdakAlternate Trustee
Ambrose CucinottaTrustee
Anthony NaccaratoTrustee
C WheelerTrustee
David HeindelTrustee
Dean CorgeyTrustee
JdragoneTrustee
Joseph SoresiTrustee
Nicholas MarroneTrustee
R LemingTrustee
Robert RogersTrustee
Thomas OrzechowskiTrustee
Todd JohnsonTrustee
William PagendarmTrustee
Margaret BowenAdministrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Cglic-bloomfield EascNetwork Leasing-$1,615,690
Out Of Network Savings ProgramMedical Consultant-$294,688
Buchbinder Tunick & Company LLPNetwork Leasing-$292,113
-Auditor-$129,985
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$59,337,768
Investment Income
$3,995,970
Other Revenue
$418,678
Change in Net Assets
$1,847,597

Audited Revenue Reconciliation

Revenue per Audited Statements
$63,163,331
Revenue Not Reported on Financial Statements
$589,085
Revenue Not Reported on Form 990
$421,496
Other Revenue Adjustments
$397,803
Total Revenue per Audited Statements
$63,584,827
Total Revenue per Form 990
$63,752,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,769,712
Grants and Similar Amounts Paid$82,750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$51,052,357
Fees for Services Other---$2,145,533
Fees for Service Investment Mgmnt Fees---$191,282
Office Expenses---$148,263
Occupancy---$135,713
Insurance---$130,416
Fees for Services Accounting---$129,985
Depreciation Depletion---$115,928
Other Expenses---$95,479
All Other Expenses---$94,297
Grants to Domestic Individuals---$82,750
Conferences and Meetings---$57,621
Travel---$1,971
Fees for Services Legal---$1,952
Total Functional Expenses$0$0$0$61,904,819

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$61,904,819
Expenses per Audited Statements$61,315,734
Total Expenses per Audited Statements$61,315,734
Expenses Not Reported on Financial Statements$589,085
Other Expense Adjustments$397,803
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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 11

“The board of trustees reviews the 990 prior to filing.”

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

“The organization asks all such individuals on a regular basis to disclose any potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The administrator's salary is reviewed annually by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request from the plan office.”

Filing and Contact Details

Filer

EIN
13-5557534
Phone
3018990675

Signing Officer

Name
David Heindel
Title
Trustee
Phone
3018990675
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Heindel
Formed
1950
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Preparer
John Zimmerman
Phone
2402001400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibiity for oversight of the audit. This is consistent with prior years.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Medicare part d rebates net against benefits for financial statement purpose 397,803.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Medicare part d rebates net against benefits for financial statement purpose 397,803.”

Raw XML AppendixShowing 400 of 628 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/PersonNm21T MAYHEW
IRS990/Form990PartVIISectionAGrp/PersonNm22B POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm23C WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm24JDRAGONE
IRS990/Form990PartVIISectionAGrp/PersonNm25R LEMING
IRS990/Form990PartVIISectionAGrp/PersonNm26J VINCENZO
IRS990/Form990PartVIISectionAGrp/PersonNm27MARGARET BOWEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02097853
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt082750
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018741544
IRS990/GrossReceiptsAmt080396107
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0130416
IRS990/InvestmentIncomeGrp/ExclusionAmt01898117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01898117
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058699711
IRS990/InvestmentsPubTradedSecGrp/EOYAmt073573435
IRS990/IRPDocumentCnt04369
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02214987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01424771
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01294476
IRS990/LandBldgEquipCostOrOtherBssAmt03509463
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016643691
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PAY HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt079190401
IRS990/NetAssetsOrFundBalancesEOYAmt081459494
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02097853
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02097853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0421496
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0135713
IRS990/OfficeExpensesGrp/TotalAmt0148263
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE CHARGE-S
IRS990/OtherExpensesGrp/Desc1SHARED SERVICES
IRS990/OtherExpensesGrp/Desc2PROVISION FOR DOUBTFUL
IRS990/OtherExpensesGrp/Desc3LICENSES AND PERMITS
IRS990/OtherExpensesGrp/TotalAmt05286687
IRS990/OtherExpensesGrp/TotalAmt11560810
IRS990/OtherExpensesGrp/TotalAmt2673775
IRS990/OtherExpensesGrp/TotalAmt395479
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MEDICARE PART D REBATES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0397803
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120875
IRS990/OtherRevenueTotalAmt0418678
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0215522
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0257803
IRS990/PrincipalOfficerNm0DAVID HEINDEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PENSIONER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt058804868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1532900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt058804868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1532900
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDER THE FUND'S MEDICAL EXAMINATION PROGRAM THE FUND PROVIDES FOR PHYSICAL EXAMINATIONS AND DRUG SCREENING TESTS NECESSARY TO ENABLE THE APPROXIMATELY 9,100 UNION MEMBERS TO WORK IN COVERED EMPLOYMENT.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FUND PROVIDES OTHER ANCILLARY BENEFITS INCLUDING RECREATIONAL BENEFITS AT APPROXIMATELY 20 LOCATIONS THROUGHOUT THE UNITED STATES AND US TERRITORIES AND SCHOLARSHIP BENEFITS TO DEPENDENTS OF THE UNION MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt042640668
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0112500
IRS990/PYInvestmentIncomeAmt04327841
IRS990/PYOtherExpensesAmt010956703
IRS990/PYOtherRevenueAmt0446535
IRS990/PYProgramServiceRevenueAmt049363332
IRS990/PYRevenuesLessExpensesAmt0427837

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,528,368
Liabilities
$2,068,874
Net assets
$81,459,494
Revenue
$63,752,416
Expenses
$61,904,819
Net income
$1,847,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$493$5.03$488$165$102$63.2
2023Summary only. Only limited summary data is available for this year.$424$4.07$420$136$101$35.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$357$4.04$353$129$87.4$41.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$361$7.60$354$134$95.7$38.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$315$4.63$310$140$89.2$51.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$253$3.69$249$136$93.8$42.0
2018Summary only. Only limited summary data is available for this year.$202$8.12$193$127$86.1$40.5
2017Summary only. Only limited summary data is available for this year.$164$1.85$162$98.3$76.7$21.7
2016Summary only. Only limited summary data is available for this year.$141$3.35$137$100$71.5$28.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$2.02$106$96.2$70.0$26.2
2014Summary only. Only limited summary data is available for this year.$86.9$3.60$83.3$72.4$70.7$1.77
2013Detailed filing. Detailed filing data is available for this year.$83.5$2.07$81.5$63.8$61.9$1.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.9$2.70$79.2$53.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.2$2.47$78.7$53.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.8$3.70$69.1$55.1