Civic Intelligence

District Council 37 Health & Security Plan Trust

990 • Fiscal year 2014 • EIN 13-6209963

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 01, 2015

Organization Profilewww.dc37.net

View Organization Page

125 Barclay Street10007

(212) 815-1294

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.27x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$266,374

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Asset Growth

29th percentile

-1.2%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-5.0%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$64,070,723

Down $769,710 (-1.2%) from 2013

Net Assets

Flat

$0

Flat from 2013

Liabilities

Down

$64,070,723

Down $769,710 (-1.2%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin43rd percentile

Revenue

$241,412,957

No earlier filing loaded for comparison.

Expenses

Up

$241,412,957

Up $18,137,653 (+8.1%) from 2013

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$150M$100M$50M$0Assets 2010: $44,818,356Liabilities 2010: $44,818,356Net Assets 2010: $02010Assets 2011: $50,925,311Liabilities 2011: $50,925,311Net Assets 2011: $02011Assets 2012: $60,727,854Liabilities 2012: $60,727,854Net Assets 2012: $02012Assets 2013: $64,840,433Liabilities 2013: $64,840,433Net Assets 2013: $02013Assets 2014: $64,070,723Liabilities 2014: $64,070,723Net Assets 2014: $02014Assets 2015: $67,251,204Liabilities 2015: $67,251,204Net Assets 2015: $02015Assets 2016: $73,102,645Liabilities 2016: $73,102,645Net Assets 2016: $02016Assets 2017: $76,150,964Liabilities 2017: $76,150,964Net Assets 2017: $02017Assets 2018: $73,355,594Liabilities 2018: $73,355,594Net Assets 2018: $02018Assets 2019: $72,072,870Liabilities 2019: $72,072,870Net Assets 2019: $02019Assets 2020: $78,413,248Liabilities 2020: $78,413,248Net Assets 2020: $02020Assets 2021: $81,563,603Liabilities 2021: $81,563,603Net Assets 2021: $02021Assets 2022: $93,475,022Liabilities 2022: $93,475,022Net Assets 2022: $02022Assets 2023: $93,870,050Liabilities 2023: $93,870,050Net Assets 2023: $02023Assets 2024: $108,497,588Liabilities 2024: $108,497,588Net Assets 2024: $02024

Highlighted filing

2014

Assets$64,070,723
Liabilities$64,070,723
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$300M$200M$100M$0Expenses 2010: $264,146,5512010Expenses 2011: $271,657,4672011Revenue 2012: $267,372,810Expenses 2012: $267,372,810Net Income 2012: $02012Expenses 2013: $223,275,3042013Revenue 2014: $241,412,957Expenses 2014: $241,412,957Net Income 2014: $02014Revenue 2015: $239,402,721Expenses 2015: $239,402,721Net Income 2015: $02015Revenue 2016: $262,194,153Expenses 2016: $262,194,153Net Income 2016: $02016Revenue 2017: $260,931,328Expenses 2017: $260,931,328Net Income 2017: $02017Revenue 2018: $234,117,443Expenses 2018: $234,117,443Net Income 2018: $02018Revenue 2019: $224,411,116Expenses 2019: $224,411,116Net Income 2019: $02019Revenue 2020: $222,417,426Expenses 2020: $222,417,426Net Income 2020: $02020Revenue 2021: $237,327,714Expenses 2021: $237,327,714Net Income 2021: $02021Revenue 2022: $231,691,750Expenses 2022: $231,691,750Net Income 2022: $02022Revenue 2023: $224,972,090Expenses 2023: $224,972,090Net Income 2023: $02023Revenue 2024: $219,026,304Expenses 2024: $219,026,304Net Income 2024: $02024

Highlighted filing

2014

Revenue$241,412,957
Expenses$241,412,957
Net Income$0
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 1, 2015
Return Version
2013v4.0
Gross Receipts
$241,412,957
Mission and Program Overview

Mission

To provide supplemental health and welfare benefits to eligible participants and their dependents.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$8,028,673$13,426,884▲ $5,398,211
Cash and Non-Interest-Bearing Accounts$3,606,232$2,582,007▼ $1,024,225
Savings and Temporary Cash Investments$2,905,305$2,026,470▼ $878,835
Land, Buildings, and Equipment, Net$1,114,762$738,669▼ $376,093
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$64,840,433$64,070,723▼ $769,710
Other Assets Total$49,185,461$45,296,693▼ $3,888,768
Liabilities
Other Liabilities$58,617,453$58,151,224▼ $466,229
Accounts Payable and Accrued Expenses$4,567,856$3,679,012▼ $888,844
Escrow Account Liability$1,655,124$2,240,487▲ $585,363
Total Liabilities$64,840,433$64,070,723▼ $769,710
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$64,840,433$64,070,723▼ $769,710

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$456,705$6,356,747$6,813,452
Leasehold Improvements$281,964$1,894,416$2,176,380
Other Assets Org$8,382,776--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert TerrusoDirector of PSUFT$234,530$31,844$266,374
Cynthia Chin-marshallAdministratorFT$205,301$43,744$249,045
Karen GreenbergStaff AttorneyFT$186,119$28,319$214,438
Joan BeranbaumDir/Chief CounselFT$170,075$34,006$204,081
Bernadette OrangeAdmin of JDS P.C.FT$171,942$19,516$191,458

Board Members and Trustees

NameTitle
Carmen CharlesTrustee
James TucciarelliTrustee
Judith ArroyoTrustee
Maf Misbah UddinTrustee
Neal FrumkinTrustee
Oliver GrayTrustee
Ralph PalladinoTrustee
Sirra CrippenTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
District Council 37 AfscmeData Proc Provider-$4,491,317
Optum Rx INCPrescription Ben Adm-$2,345,510
District Council 37 AfscmePuch & Personnel Svc-$511,043
Chaim Reich MdMedical Consultant-$112,667
Antal F Borberly MdPsych Consultant-$100,725
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$241,412,957
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$241,412,957
Total Revenue per Audited Statements
$241,412,957
Total Revenue per Form 990
$241,412,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,383,191
Salaries, Compensation, and Employee Benefits$7,725,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$217,303,979
Other Salaries and Wages---$3,791,481
Other Employee Benefits---$2,591,635
Occupancy---$1,150,502
All Other Expenses---$870,104
Pension Plan Contributions---$682,097
Depreciation Depletion---$494,223
Payroll Taxes---$411,529
Other Expenses---$343,921
Fees for Services Legal---$293,871
Current Officers, Directors, Trustees, and Key Employees---$249,045
Office Expenses---$142,305
Insurance---$121,084
Fees for Services Accounting---$66,076
Conferences and Meetings---$35,158
Total Functional Expenses$0$0$0$241,412,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$241,412,957
Total Expenses per Audited Statements$241,412,957
Total Expenses per Form 990$241,412,957
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Opeb Obligation$25,476,734
Estimated Liability for Claims Ibnr$10,659,294
EMPLOYEE'S ACCUMULATED SEV SICK & VACA$8,665,265
Pension Withdrawal Liability$7,834,529
Claims Payable$3,441,506
Due to Affiliates$2,073,896
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 was reviewed in detail with the key members of the fund's management and a copy of the return was made available to the board of trustees. After the detailed review, the return was approved for filing with the internal revenue service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The process by which the policy is monitored and enforced includes recommended attendance at continuing professional education conferences and seminars that discuss, among many things, sound fiduciary practices and policies, as well as thorough internal training sessions that are mandated for all new trustees, and on-going communications at executive board and board of trustees meetings.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“As part of the fund's budgetary review and approval process, salaries of all contractual and non-contractual personnel are initially reviewed by the fund's management. Final budget recommendations are presented to the fund's board of trustees for discussion and approval.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“SAME AS OR QUESTION 15a.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The fund makes its governing documents and financial statements available to the public opon request. Once a request is made, the management of the fund arranges a mutually convenient meeting to review all requested information to the requested parties satisfaction.”

Filing and Contact Details

Filer

EIN
13-6209963

Signing Officer

Name
Oliver Gray
Title
Trustee
Signed
2015-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Oliver Gray
Formed
1966
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
0
Employees
314

Preparer

Preparer
Joseph E Manfre CPA
Phone
9147300700
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Funds for the health benefits are maintained in separate accounts held by the trust as custodian.”

Raw XML AppendixShowing 400 of 614 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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9Dir/Chief Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt10Admin of JDS P.C.
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of PSU
IRS990/Form990PartVIISectionAGrp/TitleTxt12Staff Attorney
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0241412957
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt0121084
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08251163
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01114762
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0738669
IRS990/LandBldgEquipCostOrOtherBssAmt08989832
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt01150502
IRS990/OfficeExpensesGrp/TotalAmt0142305
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt049185461
IRS990/OtherAssetsTotalGrp/EOYAmt045296693
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02591635
IRS990/OtherExpensesGrp/Desc0PENSION WITHDRAWAL LIAB EXP
IRS990/OtherExpensesGrp/Desc1ALLOC DATA PROCESSING COSTS
IRS990/OtherExpensesGrp/Desc2POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc3ALLOC MAIL & DISTRIB. COSTS
IRS990/OtherExpensesGrp/TotalAmt07834529
IRS990/OtherExpensesGrp/TotalAmt14671536
IRS990/OtherExpensesGrp/TotalAmt2359882
IRS990/OtherExpensesGrp/TotalAmt3343921
IRS990/OtherLiabilitiesGrp/BOYAmt058617453
IRS990/OtherLiabilitiesGrp/EOYAmt058151224
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt03791481
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0411529
IRS990/PensionPlanContributionsGrp/TotalAmt0682097
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08028673
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013426884
IRS990/PrincipalOfficerNm0OLIVER GRAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS - DC 37 BFT
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE PART "D" SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2OTHER - SETTLE LITIGATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0240532331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1863054
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0240532331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1863054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217572
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0206681004
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08820732
IRS990/PYProgramServiceRevenueAmt0223275304
IRS990/PYSalariesCompEmpBnftPaidAmt07773568
IRS990/PYTotalExpensesAmt0223275304
IRS990/PYTotalRevenueAmt0223275304
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt00
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02905305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02026470
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0456705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06356747
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06813452
IRS990ScheduleD/ExpensesSubtotalAmt0241412957
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0281964
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01894416
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02176380
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt036502130
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1411787
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt28382776
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM DISTRICT COUNCIL 37 BFT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MEDICARE PART "D" SUBSIDY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REFUNDS AND REIMBURSEMENTS FROM OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03441506
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12073896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28665265
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt310659294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt425476734
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt57834529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EMPLOYEE'S ACCUMULATED SEV SICK & VACA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ESTIMATED LIABILITY FOR CLAIMS IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4NET OPEB OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5PENSION WITHDRAWAL LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt0241412957
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS FOR THE HEALTH BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNTS HELD BY THE TRUST AS CUSTODIAN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0738669
IRS990ScheduleD/TotalBookValueOtherAssetsAmt045296693
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IRS990ScheduleD/TotalLiabilityAmt058151224
IRS990ScheduleD/TotalRevenuePerForm990Amt0241412957
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0241412957
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0171942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1205301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2170075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3186119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4234530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019516
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt143744

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,070,723
Liabilities
$64,070,723
Net assets
$0
Revenue
$241,412,957
Expenses
$241,412,957
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$108$0.00$219$219$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.9$93.9$0.00$225$225$0.00
2022Detailed filing. Detailed filing data is available for this year.$93.5$93.5$0.00$232$232$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.6$81.6$0.00$237$237$0.00
2020Detailed filing. Detailed filing data is available for this year.$78.4$78.4$0.00$222$222$0.00
2019Detailed filing. Detailed filing data is available for this year.$72.1$72.1$0.00$224$224$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.4$73.4$0.00$234$234$0.00
2017Detailed filing. Detailed filing data is available for this year.$76.2$76.2$0.00$261$261$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.1$73.1$0.00$262$262$0.00
2015Detailed filing. Detailed filing data is available for this year.$67.3$67.3$0.00$239$239$0.00
2014Detailed filing. Detailed filing data is available for this year.$64.1$64.1$0.00$241$241$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.8$64.8$0.00$223
2012Summary only. Only limited summary data is available for this year.$60.7$60.7$0.00$267$267$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.9$50.9$0.00$272
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.8$44.8$0.00$264