Civic Intelligence

Steamfitters' Industry Security Benefit Fund

990 • Fiscal year 2012 • EIN 13-6149681

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 28, 2013

5 Penn Plaza Room 21Floor10001-1887
Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2012 filings • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

89th percentile

19%

Faster asset growth than 89% of similar nonprofits.

2012 filings • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$162,257,915

Up $26,434,359 (+19%) from 2011

Net Assets

Up

$159,664,664

Up $25,415,326 (+19%) from 2011

Liabilities

Up

$2,593,251

Up $1,019,033 (+65%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,814,387

Down $3,773,499 (-12%) from 2011

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.

$400M$300M$200M$100M$0Assets 2010: $139,889,603Liabilities 2010: $4,274,414Net Assets 2010: $135,615,1892010Assets 2011: $135,823,556Liabilities 2011: $1,574,218Net Assets 2011: $134,249,3382011Assets 2012: $162,257,915Liabilities 2012: $2,593,251Net Assets 2012: $159,664,6642012Assets 2013: $193,500,448Liabilities 2013: $8,576,990Net Assets 2013: $184,923,4582013Assets 2014: $209,075,535Liabilities 2014: $7,740,187Net Assets 2014: $201,335,3482014Assets 2015: $206,029,022Liabilities 2015: $4,792,180Net Assets 2015: $201,236,8422015Assets 2016: $238,830,794Liabilities 2016: $7,518,581Net Assets 2016: $231,312,2132016Assets 2017: $268,904,337Liabilities 2017: $3,279,704Net Assets 2017: $265,624,6332017Assets 2018: $271,200,452Liabilities 2018: $4,618,473Net Assets 2018: $266,581,9792018Assets 2019: $310,081,021Liabilities 2019: $1,127,324Net Assets 2019: $308,953,6972019Assets 2020: $308,222,894Liabilities 2020: $4,459,748Net Assets 2020: $303,763,1462020Assets 2021: $326,665,741Liabilities 2021: $2,719,273Net Assets 2021: $323,946,4682021Assets 2022: $294,790,618Liabilities 2022: $4,591,008Net Assets 2022: $290,199,6102022Assets 2023: $306,310,129Liabilities 2023: $4,113,275Net Assets 2023: $302,196,8542023Assets 2024: $318,983,360Liabilities 2024: $3,700,948Net Assets 2024: $315,282,4122024

Highlighted filing

2012

Assets$162,257,915
Liabilities$2,593,251
Net Assets$159,664,664

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $33,620,7112010Expenses 2011: $31,587,8862011Expenses 2012: $27,814,3872012Revenue 2013: $51,920,050Expenses 2013: $33,276,909Net Income 2013: $18,643,1412013Revenue 2014: $50,632,330Expenses 2014: $33,850,359Net Income 2014: $16,781,9712014Revenue 2015: $51,339,609Expenses 2015: $37,329,942Net Income 2015: $14,009,6672015Revenue 2016: $53,151,316Expenses 2016: $28,570,975Net Income 2016: $24,580,3412016Revenue 2017: $62,964,611Expenses 2017: $37,351,855Net Income 2017: $25,612,7562017Revenue 2018: $62,620,487Expenses 2018: $37,652,698Net Income 2018: $24,967,7892018Revenue 2019: $62,339,226Expenses 2019: $48,175,826Net Income 2019: $14,163,4002019Revenue 2020: $46,679,611Expenses 2020: $68,781,034Net Income 2020: -$22,101,4232020Revenue 2021: $52,241,912Expenses 2021: $52,386,250Net Income 2021: -$144,3382021Revenue 2022: $45,014,108Expenses 2022: $55,243,098Net Income 2022: -$10,228,9902022Revenue 2023: $47,531,364Expenses 2023: $50,016,055Net Income 2023: -$2,484,6912023Revenue 2024: $54,422,288Expenses 2024: $46,196,922Net Income 2024: $8,225,3662024

Highlighted filing

2012

Revenue-
Expenses$27,814,387
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 28, 2013
Return Version
2012v2.2
Gross Receipts
$223,510,982
Mission and Program Overview

Mission

The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. The Fund is a multi- employer plan and is funded by employer contributions determined in accordance with the collective bargaining agreement.

Filing and Contact Details

Filer

EIN
13-6149681
Raw XML AppendixShowing 400 of 576 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY01574218
IRS990/AccountsPayableAccruedExpenses/EOY02593251
IRS990/AccountsReceivable/BOY01349920
IRS990/AccountsReceivable/EOY02347770
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. Participants become eligible to participate in the Plan beginning with the first day in which they work in covered employment for a contractor signed to a collective bargaining agreement.
IRS990/AddressPrincipalOfficerUS/AddressLine105 Penn Plaza 21st floor
IRS990/AddressPrincipalOfficerUS/City0New York
IRS990/AddressPrincipalOfficerUS/State0NY
IRS990/AddressPrincipalOfficerUS/ZIPCode0100011887
IRS990/Advertising/Total00
IRS990/AllOtherExpenses/Total00
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY026704001
IRS990/BenefitsPaidToMembersPriorYear030603101
IRS990/BenefitsToMembers/ProgramServices026704001
IRS990/BenefitsToMembers/Total026704001
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY0723456
IRS990/CashNonInterestBearing/EOY0924623
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral08155
IRS990/CompCurrentOfficersDirectors/Total08155
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0true
IRS990/CompensationProcessOther0true
IRS990/ConferencesMeetings/ManagementAndGeneral03811
IRS990/ConferencesMeetings/Total03811
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30false
IRS990/Description0Benefits paid to or for participants
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/Expense026704001
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral013627
IRS990/FeesForServicesAccounting/Total013627
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral0682236
IRS990/FeesForServicesInvstMgmntFees/Total0682236
IRS990/FeesForServicesLegal/ManagementAndGeneral036933
IRS990/FeesForServicesLegal/Total036933
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Total00
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek0002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek2002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek3002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek4002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek5002.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek6001.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek7001.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek8001.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek9005.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated0034.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated1034.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated2034.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated3037.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated4035.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated5035.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated6035.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated7035.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated8030.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee1X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee2X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee3X
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/KeyEmployee1X
IRS990/Form990PartVIISectionA/KeyEmployee2X
IRS990/Form990PartVIISectionA/NamePerson0Patrick Dolan Jr
IRS990/Form990PartVIISectionA/NamePerson1Scott Roche
IRS990/Form990PartVIISectionA/NamePerson2Raymond Dean Jr
IRS990/Form990PartVIISectionA/NamePerson3Anthony Saporito
IRS990/Form990PartVIISectionA/NamePerson4Ralph Montuoro Jr
IRS990/Form990PartVIISectionA/NamePerson5Peter C Vrankovic
IRS990/Form990PartVIISectionA/NamePerson6Kevin J Driscoll
IRS990/Form990PartVIISectionA/NamePerson7William J Turnbull
IRS990/Form990PartVIISectionA/NamePerson8Peter J Ruffner
IRS990/Form990PartVIISectionA/NamePerson9Thomas Goodwin
IRS990/Form990PartVIISectionA/NamePerson10Steven Cuadra
IRS990/Form990PartVIISectionA/NamePerson11Paul Hopkins
IRS990/Form990PartVIISectionA/NamePerson12Raymond Hereth
IRS990/Form990PartVIISectionA/NamePerson13Roger Ross
IRS990/Form990PartVIISectionA/NamePerson14Sean Driscoll
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation642500
IRS990/Form990PartVIISectionA/OtherCompensation740759
IRS990/Form990PartVIISectionA/OtherCompensation836139
IRS990/Form990PartVIISectionA/OtherCompensation988201
IRS990/Form990PartVIISectionA/OtherCompensation1078305
IRS990/Form990PartVIISectionA/OtherCompensation1178305
IRS990/Form990PartVIISectionA/OtherCompensation1278305
IRS990/Form990PartVIISectionA/OtherCompensation1378305
IRS990/Form990PartVIISectionA/OtherCompensation1421700
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization63694
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization72358
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization82103
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1416722
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs6365700
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs7233403
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs8208198
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs9166546
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10129337
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs11124844
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs12123349
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs13116729
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs14110926
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990PartVIISectionA/Title3Trustee
IRS990/Form990PartVIISectionA/Title4Trustee
IRS990/Form990PartVIISectionA/Title5Trustee
IRS990/Form990PartVIISectionA/Title6Executive Administrator
IRS990/Form990PartVIISectionA/Title7Controller
IRS990/Form990PartVIISectionA/Title8Assistant Administrator
IRS990/Form990PartVIISectionA/Title9Education Director
IRS990/Form990PartVIISectionA/Title10Education Instructor
IRS990/Form990PartVIISectionA/Title11Education Instructor
IRS990/Form990PartVIISectionA/Title12Education Instructor
IRS990/Form990PartVIISectionA/Title13SIAP Director
IRS990/Form990PartVIISectionA/Title14IT Director
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Other05372618
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Other0183921803
IRS990/GrossReceipts0223510982
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/ManagementAndGeneral044014
IRS990/InformationTechnology/Total044014
IRS990/Insurance/ManagementAndGeneral019481
IRS990/Insurance/Total019481
IRS990/Interest/Total00
IRS990/InvestmentIncomeCurrentYear09522142
IRS990/InvestmentIncomePriorYear06496534
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome04149524
IRS990/InvestmentIncome/TotalRevenueColumn04149524
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY014927261
IRS990/InvestmentsOtherSecurities/EOY017184142
IRS990/InvestmentsPubTradedSecurities/BOY0118281526
IRS990/InvestmentsPubTradedSecurities/EOY0141320920
IRS990/LessCostOthBasisSalesExpenses/Other0178549185
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0The Fund was established to accumulate funds to pay or provide supplemental benefits to participants. The Fund is a multi- employer plan and is funded by employer contributions determined in accordance with the collective bargaining agreement.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10Kevin J Driscoll Executive Administrator
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY0134249338
IRS990/NetAssetsOrFundBalancesEOY0159664664
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome05372618
IRS990/NetGainOrLossInvestments/TotalRevenueColumn05372618
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109602
IRS990/NumberIndependentVotingMembers06
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral027151
IRS990/Occupancy/Total027151
IRS990/OfficeExpenses/ManagementAndGeneral059825
IRS990/OfficeExpenses/Total059825
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0539067
IRS990/OtherAssetsTotal/EOY0478272
IRS990/OtherEmployeeBenefits/ManagementAndGeneral08616
IRS990/OtherEmployeeBenefits/Total08616
IRS990/OtherExpensePriorYear0795781
IRS990/OtherExpensesCurrentYear0889287
IRS990/OtherExpenses/Description0General Expense
IRS990/OtherExpenses/ManagementAndGeneral0428
IRS990/OtherExpenses/Total0428
IRS990/OtherRevenueCurrentYear031636
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0Miscellaneous Income
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome031636
IRS990/OtherRevenueMisc/TotalRevenueColumn031636
IRS990/OtherRevenuePriorYear048908
IRS990/OtherSalariesAndWages/ManagementAndGeneral0152639
IRS990/OtherSalariesAndWages/Total0152639
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral010873
IRS990/PayrollTaxes/Total010873
IRS990/PensionPlanContributions/ManagementAndGeneral040816
IRS990/PensionPlanContributions/Total040816
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY02326
IRS990/PrepaidExpensesDeferredCharges/EOY02188
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenueCY035408019
IRS990/ProgramServiceRevenue/Description0Employer contributions
IRS990/ProgramServiceRevenuePriorYear028578253
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome035408019
IRS990/ProgramServiceRevenue/TotalRevenueColumn035408019
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses017147410
IRS990/ReconciliationUnrealizedInvest08267916
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0true
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0true
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0134249338
IRS990/RetainedEarningsEndowmentEtc/EOY0159664664
IRS990/RevenuesLessExpensesCY017147410
IRS990/RevenuesLessExpensesPriorYear03535809
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear0221099
IRS990/SalariesEtcPriorYear0189004
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0682236
IRS990ScheduleD/ExpensesSubtotal027132151
IRS990ScheduleD/InvestmentExpensesNotIncluded0682236
IRS990ScheduleD/InvestmentExpensesNotIncluded20682236
IRS990ScheduleD/NetUnrealizedGainsInvestments08267916
IRS990ScheduleD/OtherLiabilities/Description0Federal income taxes
IRS990ScheduleD/OtherSecurities/BookValue017184142
IRS990ScheduleD/OtherSecurities/Description0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecurities/Description1Closely-held equity interests
IRS990ScheduleD/OtherSecurities/Description2Lord Abbett International Core Equity
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/RevenueNotRptdF99008267916
IRS990ScheduleD/RevenueNotRptdOnFinStmt0682236
IRS990ScheduleD/RevenueSubtotal044279561
IRS990ScheduleD/TotalExpensesPerForm990027814387
IRS990ScheduleD/TotalOfBookValueSecurities017184142
IRS990ScheduleD/TotalRevenuePerForm990044961797
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt027132151
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt052547477
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/EquityBasedCompArrangement0false
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg03694
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg12358
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg22103
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0306804
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1174160
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2170811
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3156998
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs4129337
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs5124844
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs6123349
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs7115000
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Kevin J Driscoll
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1William J Turnbull
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2Peter J Ruffner
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3Thomas Goodwin
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4Steven Cuadra
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5Paul Hopkins
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson6Raymond Hereth
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson7Roger Ross
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs042500
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs140759
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs236139
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs388201
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs478305
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs578305
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs678305
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs778305
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs058896
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs159243
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs237387
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs39548
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs41729
IRS990ScheduleJ/Form990ScheduleJPartII/Title0Executive Administrator
IRS990ScheduleJ/Form990ScheduleJPartII/Title1Controller
IRS990ScheduleJ/Form990ScheduleJPartII/Title2Assistant Administrator
IRS990ScheduleJ/Form990ScheduleJPartII/Title3Education Director
IRS990ScheduleJ/Form990ScheduleJPartII/Title4Education Instructor
IRS990ScheduleJ/Form990ScheduleJPartII/Title5Education Instructor
IRS990ScheduleJ/Form990ScheduleJPartII/Title6Education Instructor
IRS990ScheduleJ/Form990ScheduleJPartII/Title7SIAP Director
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg03694
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg12358
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg22103
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0408200
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1274162
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2244337
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3254747
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs4207642
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs5203149
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs6201654
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs7195034
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0Form 990 Part VI Section B Line 11A This tax return was prepared by staff and reviewed by the Funds Controller, who is a CPA. Then, it was provided to the Funds auditors and counsel for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature.
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990 Part VI Section B Line 15AB The Administrator of the Trust Funds negotiates with the Chariman and Co-Chairman of each Fund and agree to an increase in wages for all staff.
IRS990ScheduleO/GeneralExplanation/Explanation2Form 990 Part VI Section B Line 12C Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands the Policy. Also, the Trustees agree to comply with the Policy and understand that the Plan is a tax-exempt organization.
IRS990ScheduleO/GeneralExplanation/Explanation3Form 990 Part VI Section C Line 19 All of the organizations governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension because more time was requested to acquire all information needed from a third party to complete and file an accurate return.
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine105 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine115 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine125 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine135 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine145 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine155 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine165 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine175 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine185 Penn Plaza 21st floor
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City8New York
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6NY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$3.70$315$54.4$46.2$8.23
2023Summary only. Only limited summary data is available for this year.$306$4.11$302$47.5$50.0$2.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$295$4.59$290$45.0$55.2$10.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$327$2.72$324$52.2$52.4$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$308$4.46$304$46.7$68.8$22.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$310$1.13$309$62.3$48.2$14.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$271$4.62$267$62.6$37.7$25.0
2017Summary only. Only limited summary data is available for this year.$269$3.28$266$63.0$37.4$25.6
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$239$7.52$231$53.2$28.6$24.6
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$206$4.79$201$51.3$37.3$14.0
2014Detailed filing. Detailed filing data is available for this year.$209$7.74$201$50.6$33.9$16.8
2013Detailed filing. Detailed filing data is available for this year.$194$8.58$185$51.9$33.3$18.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$2.59$160$27.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$1.57$134$31.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$4.27$136$33.6