Civic Intelligence

Lucent Supplemental Healthcare Benefits Plan for Formerly Represented Retirees

EIN 20-6673883 • 501(c)9 • Murray Hill, NJ

Profile

The plan provides benefit payments directly to the retiree health plans or, where medical benefits are advanced by nokia of america corporation ("noac") (formerly alcatel-lucent usa inc.), reimbursement to noac for a portion of the participants' medical/dental expenses.

600 Mountain Avenue Room 2t-314Murray Hill, NJ 07974

n/A

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

1st percentile

-615%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$260,802

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

16th percentile

-9.1%

Faster asset growth than 16% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

23%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Down

$172,253,223

Down $17,322,391 (-9.1%) from 2023

Liabilities

Down

$79,793

Down $742 (-0.9%) from 2023

Net Assets

Down

$172,173,430

Down $17,321,649 (-9.1%) from 2023

Revenue

Up

$3,562,263

Up $655,851 (+23%) from 2023

Expenses

Up

$25,479,227

Up $19,023,454 (+295%) from 2023

Net Income

Down

-$21,916,964

Down $18,367,603 (-517%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $129,212,100Liabilities 2011: $98,911Net Assets 2011: $129,113,1892011Assets 2012: $298,566,276Liabilities 2012: $2,422,698Net Assets 2012: $296,143,5782012Assets 2013: $245,711,489Liabilities 2013: $193,331Net Assets 2013: $245,518,1582013Assets 2014: $238,989,760Liabilities 2014: $273,653Net Assets 2014: $238,716,1072014Assets 2015: $213,019,994Liabilities 2015: $108,706Net Assets 2015: $212,911,2882015Assets 2016: $208,379,718Liabilities 2016: $187,628Net Assets 2016: $208,192,0902016Assets 2017: $193,132,693Liabilities 2017: $275,866Net Assets 2017: $192,856,8272017Assets 2018: $179,451,076Liabilities 2018: $83,718Net Assets 2018: $179,367,3582018Assets 2019: $188,063,495Liabilities 2019: $84,185Net Assets 2019: $187,979,3102019Assets 2020: $195,952,481Liabilities 2020: $131,445Net Assets 2020: $195,821,0362020Assets 2021: $195,854,614Liabilities 2021: $84,523Net Assets 2021: $195,770,0912021Assets 2022: $186,447,706Liabilities 2022: $85,132Net Assets 2022: $186,362,5742022Assets 2023: $189,575,614Liabilities 2023: $80,535Net Assets 2023: $189,495,0792023Assets 2024: $172,253,223Liabilities 2024: $79,793Net Assets 2024: $172,173,4302024

Highlighted filing

2024

Assets$172,253,223
Liabilities$79,793
Net Assets$172,173,430

Operations Trend

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

$50M$0-$50MRevenue 2011: $42,057,635Expenses 2011: $8,628,504Net Income 2011: $33,429,1312011Expenses 2012: $29,719,6972012Revenue 2013: $1,200,783Expenses 2013: $49,964,176Net Income 2013: -$48,763,3932013Revenue 2014: $1,623,651Expenses 2014: $10,059,820Net Income 2014: -$8,436,1692014Revenue 2015: $1,351,358Expenses 2015: $27,323,654Net Income 2015: -$25,972,2962015Revenue 2016: $1,524,563Expenses 2016: $8,407,950Net Income 2016: -$6,883,3872016Revenue 2017: $1,234,774Expenses 2017: $18,087,790Net Income 2017: -$16,853,0162017Revenue 2018: $1,695,901Expenses 2018: $15,823,427Net Income 2018: -$14,127,5262018Revenue 2019: $2,624,612Expenses 2019: $313,844Net Income 2019: $2,310,7682019Revenue 2020: $1,619,132Expenses 2020: $301,644Net Income 2020: $1,317,4882020Revenue 2021: $512,015Expenses 2021: $305,508Net Income 2021: $206,5072021Revenue 2022: $276,798Expenses 2022: $302,664Net Income 2022: -$25,8662022Revenue 2023: $2,906,412Expenses 2023: $6,455,773Net Income 2023: -$3,549,3612023Revenue 2024: $3,562,263Expenses 2024: $25,479,227Net Income 2024: -$21,916,9642024

Highlighted filing

2024

Revenue$3,562,263
Expenses$25,479,227
Net Income-$21,916,964

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$0.08$172$3.56$25.5$21.9
2023Detailed filing. Detailed filing data is available for this year.$190$0.08$189$2.91$6.46$3.55
2022Detailed filing. Detailed filing data is available for this year.$186$0.09$186$0.28$0.30$0.03
2021Detailed filing. Detailed filing data is available for this year.$196$0.08$196$0.51$0.31$0.21
2020Detailed filing. Detailed filing data is available for this year.$196$0.13$196$1.62$0.30$1.32
2019Detailed filing. Detailed filing data is available for this year.$188$0.08$188$2.62$0.31$2.31
2018Detailed filing. Detailed filing data is available for this year.$179$0.08$179$1.70$15.8$14.1
2017Detailed filing. Detailed filing data is available for this year.$193$0.28$193$1.23$18.1$16.9
2016Detailed filing. Detailed filing data is available for this year.$208$0.19$208$1.52$8.41$6.88
2015Detailed filing. Detailed filing data is available for this year.$213$0.11$213$1.35$27.3$26.0
2014Detailed filing. Detailed filing data is available for this year.$239$0.27$239$1.62$10.1$8.44
2013Detailed filing. Detailed filing data is available for this year.$246$0.19$246$1.20$50.0$48.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$299$2.42$296$29.7
2011Summary only. Only limited summary data is available for this year.$129$0.10$129$42.1$8.63$33.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$54,293,545
Mission and Program Overview

Mission

The plan provides benefit payments directly to the retiree health plans or, where medical benefits are advanced by alcatel-lucent usa inc., reimbursement to alcatel-lucent usa inc., for a portion of the participants' medical and or dental expenses.

Provide medical and dental benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$106,989,460$85,755,205▼ $21,234,255
Investments in Publicly Traded Securities$82,026,761$85,702,046▲ $3,675,285
Total Assets$189,575,614$172,253,223▼ $17,322,391
Other Assets Total$559,393$795,972▲ $236,579
Liabilities
Accounts Payable and Accrued Expenses$80,535$79,793▼ $742
Total Liabilities$80,535$79,793▼ $742
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,495,079$172,173,430▼ $17,321,649
Total Net Assets Fund Balance$189,495,079$172,173,430▼ $17,321,649
Total Liabilities and Net Assets / Fund Balance$189,575,614$172,253,223▼ $17,322,391

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,510,767--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian R SawyerTrustee
Jon Scott ZilligTrustee
Arto SirvioTrustee (eff 09/2024)
Diana WuTrustee (eff 09/2024)
Drew ObreinTrustee (thru 09/2024)
Joseph AbramczykTrustee (thru 09/2024)
Shannon MatarazzoTrustee (thru 09/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Payden And RygelInvestment Management333 SOUTH GRAND AVENUE 39TH FLOOR, Los Angeles, CA 90071$114,180
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,562,263
Other Revenue
$0
Change in Net Assets
$-21,916,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,562,263
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,595,315
Total Revenue per Audited Statements
$8,157,578
Total Revenue per Form 990
$3,562,263
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,180,028
Fees for Service Investment Mgmnt Fees---$253,842
Fees for Services Accounting---$8,565
Other Expenses---$7,889
Insurance---$7,084
Fees for Services Legal---$6,819
Total Functional Expenses$0$0$0$25,479,227

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,479,227
Total Expenses per Audited Statements$25,479,227
Total Expenses per Form 990$25,479,227
Expenses Not Reported on Financial Statements$0
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
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 8B

No committees have the authority to act on behalf of the board of trustees.

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

Form 990 is prepared by the plan's auditors and reviewed for accuracy and completeness by the plan's administrative service provider, nokia investment management corporation, formerly alcatel-lucent investment management corporation, in advance of review and approval (prior to filing) by the board of trustees.

Form 990, Part VI, Section C, Line 19

The documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Lucent Supplemental Healthcare Benefits
EIN
20-6673883
Phone
9085176606
Address
600 MOUNTAIN AVENUE ROOM 2T-314, MURRAY HILL, NJ 07974

Signing Officer

Name
Arto Sirvio
Title
Trustee
Phone
9085176606
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arto Sirvio
Formed
2005
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Erin Cranmer
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan follows the authoritative guidance relating to accounting for uncertainty in income taxes included in accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting of uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in the tax return. The plan performed an evaluation of uncertain tax positions for the years ended december 31, 2024 and 2023, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax exempt status. As of december 31, 2024, the statute of limitations for tax years 2021 through 2023 remains open with the u.s. Federal jurisdiction in which the plan files its return. It is the plan's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in unrelated business income tax expense.

Raw XML Appendix398 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0SSGA US AGGREGATE BOND INDEX CCT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SSGA BC 1-3 YEAR CCT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2WELLINGTON CTF CORE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt04595315
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03562263
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE PLAN FILES ITS RETURN. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt085755205
IRS990ScheduleD/TotalExpensesPerForm990Amt025479227
IRS990ScheduleD/TotalRevenuePerForm990Amt03562263
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08157578
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025479227
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0209190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132916
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123964
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt135848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01356
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JON SCOTT ZILLIG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRIAN R SAWYER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0260802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1192945
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE PLAN'S AUDITORS AND REVIEWED FOR ACCURACY AND COMPLETENESS BY THE PLAN'S ADMINISTRATIVE SERVICE PROVIDER, NOKIA INVESTMENT MANAGEMENT CORPORATION, FORMERLY ALCATEL-LUCENT INVESTMENT MANAGEMENT CORPORATION, IN ADVANCE OF REVIEW AND APPROVAL (PRIOR TO FILING) BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt0PO BOX 226 FI-00045 NOKIA GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd0FI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0FI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0COMMUNICATIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NOKIA CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COMMUNICATIONS WORKERS OF AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 3RD STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1900 SEVENTH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0189575614
IRS990/TotalAssetsEOYAmt0172253223
IRS990/TotalAssetsGrp/BOYAmt0189575614
IRS990/TotalAssetsGrp/EOYAmt0172253223
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt025479227
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080535
IRS990/TotalLiabilitiesEOYAmt079793
IRS990/TotalLiabilitiesGrp/BOYAmt080535
IRS990/TotalLiabilitiesGrp/EOYAmt079793
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0189495079
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0172173430
IRS990/TotalOtherCompensationAmt0110068
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03562263
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03562263
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0189575614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0172253223
IRS990/TotReportableCompRltdOrgAmt0343679
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 MOUNTAIN AVENUE ROOM 2T-314
IRS990/USAddress/CityNm0MURRAY HILL
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007974
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTO SIRVIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09085176606
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCENT SUPPLEMENTAL HEALTHCARE BENEFITS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAN FOR FORMERLY REPRESENTED RETIREES
ReturnHeader/Filer/BusinessNameControlTxt0LUCE
ReturnHeader/Filer/EIN0206673883
ReturnHeader/Filer/PhoneNum09085176606
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 MOUNTAIN AVENUE ROOM 2T-314
ReturnHeader/Filer/USAddress/CityNm0MURRAY HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007974
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN CRANMER
ReturnHeader/ReturnTs02025-09-29T13:13:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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