Civic Intelligence

Teamsters Local 469 Welfare Fund

990 • Fiscal year 2013 • EIN 22-1552880

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

3400 Route 3507730

(732) 264-9000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

27th percentile

-3.4%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$190,038

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

22nd percentile

-5.5%

Faster asset growth than 22% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M 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

Assets

Down

$10,832,935

Down $628,243 (-5.5%) from 2012

Net Assets

Down

$10,720,094

Down $489,831 (-4.4%) from 2012

Liabilities

Down

$112,841

Down $138,412 (-55%) from 2012

Revenue

$13,138,737

No earlier filing loaded for comparison.

Expenses

Up

$13,583,493

Up $1,194,062 (+9.6%) from 2012

Net Income

-$444,756

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.

$20M$15M$10M$5.0M$0Assets 2010: $10,331,508Liabilities 2010: $193,785Net Assets 2010: $10,137,7232010Assets 2011: $10,965,084Liabilities 2011: $130,869Net Assets 2011: $10,834,2152011Assets 2012: $11,461,178Liabilities 2012: $251,253Net Assets 2012: $11,209,9252012Assets 2013: $10,832,935Liabilities 2013: $112,841Net Assets 2013: $10,720,0942013Assets 2014: $11,601,109Liabilities 2014: $298,233Net Assets 2014: $11,302,8762014Assets 2015: $12,733,764Liabilities 2015: $191,056Net Assets 2015: $12,542,7082015Assets 2016: $12,114,399Liabilities 2016: $151,922Net Assets 2016: $11,962,4772016Assets 2017: $12,676,942Liabilities 2017: $148,085Net Assets 2017: $12,528,8572017Assets 2018: $13,986,796Liabilities 2018: $88,489Net Assets 2018: $13,898,3072018Assets 2019: $15,163,398Liabilities 2019: $541,281Net Assets 2019: $14,622,1172019Assets 2020: $17,480,576Liabilities 2020: $145,598Net Assets 2020: $17,334,9782020Assets 2021: $17,498,095Liabilities 2021: $100,439Net Assets 2021: $17,397,6562021Assets 2022: $16,374,061Liabilities 2022: $142,107Net Assets 2022: $16,231,9542022Assets 2023: $19,073,434Liabilities 2023: $392,141Net Assets 2023: $18,681,2932023Assets 2024: $19,909,254Liabilities 2024: $309,029Net Assets 2024: $19,600,2252024

Highlighted filing

2013

Assets$10,832,935
Liabilities$112,841
Net Assets$10,720,094

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $12,522,3182010Expenses 2011: $11,090,5082011Expenses 2012: $12,389,4312012Revenue 2013: $13,138,737Expenses 2013: $13,583,493Net Income 2013: -$444,7562013Revenue 2014: $14,981,001Expenses 2014: $14,290,423Net Income 2014: $690,5782014Revenue 2015: $13,544,151Expenses 2015: $12,297,503Net Income 2015: $1,246,6482015Revenue 2016: $12,772,392Expenses 2016: $13,666,160Net Income 2016: -$893,7682016Revenue 2017: $13,777,466Expenses 2017: $13,349,528Net Income 2017: $427,9382017Revenue 2018: $14,376,987Expenses 2018: $13,070,206Net Income 2018: $1,306,7812018Revenue 2019: $14,525,444Expenses 2019: $14,002,108Net Income 2019: $523,3362019Revenue 2020: $13,446,930Expenses 2020: $10,899,781Net Income 2020: $2,547,1492020Revenue 2021: $13,712,354Expenses 2021: $13,629,278Net Income 2021: $83,0762021Revenue 2022: $13,611,592Expenses 2022: $14,275,610Net Income 2022: -$664,0182022Revenue 2023: $14,083,490Expenses 2023: $11,989,730Net Income 2023: $2,093,7602023Revenue 2024: $13,715,614Expenses 2024: $12,819,732Net Income 2024: $895,8822024

Highlighted filing

2013

Revenue$13,138,737
Expenses$13,583,493
Net Income-$444,756
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.1
Gross Receipts
$22,953,863
Mission and Program Overview

Mission

To provide health and welfare benefits to all eligible members and their dependents.

To provide health and welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,209,925$10,720,094▼ $489,831
Investments in Publicly Traded Securities$8,284,812$8,093,572▼ $191,240
Accounts Receivable$1,426,207$1,090,610▼ $335,597
Cash and Non-Interest-Bearing Accounts$466,538$363,741▼ $102,797
Savings and Temporary Cash Investments$501,543$155,582▼ $345,961
Land, Buildings, and Equipment, Net$6,144$4,565▼ $1,579
Total Assets$11,461,178$10,832,935▼ $628,243
Other Assets Total$775,934$1,124,865▲ $348,931
Liabilities
Other Liabilities$143,015--
Accounts Payable and Accrued Expenses$108,238$112,841▲ $4,603
Total Liabilities$251,253$112,841▼ $138,412
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,209,925$10,720,094▼ $489,831
Total Liabilities and Net Assets / Fund Balance$11,461,178$10,832,935▼ $628,243

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,565$121,029$125,594
Other Assets Org$9,907--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria CatenacciFund ManagerFT$50,076$139,962$190,038
Fredrick Potter JrTrustee--$189,797$189,797
Michael BroderickTrustee--$183,087$183,087
Michael TkatchTrustee--$181,468$181,468
Fredrick Potter Jr--$50,076$14,767$64,843

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Health Care ServicesClaims Administration-$400,702
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,923,036
Investment Income
$215,701
Other Revenue
$0
Change in Net Assets
$-444,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,106,666
Revenue Not Reported on Financial Statements
$32,071
Revenue Not Reported on Form 990
$-45,075
Total Revenue per Audited Statements
$13,061,591
Total Revenue per Form 990
$13,138,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$784,665
Salaries, Compensation, and Employee Benefits$216,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,582,773
Fees for Services Other---$543,151
Fees for Services Legal---$79,483
Other Salaries and Wages---$77,173
Fees for Services Accounting---$63,846
Current Officers, Directors, Trustees, and Key Employees---$50,076
Other Employee Benefits---$43,696
Pension Plan Contributions---$35,579
Fees for Service Investment Mgmnt Fees---$30,244
Occupancy---$21,727
Office Expenses---$19,654
Information Technology---$17,094
Payroll Taxes---$9,531
Insurance---$3,945
Other Expenses---$2,195
Conferences and Meetings---$1,747
Depreciation Depletion---$1,579
Total Functional Expenses$0$0$0$13,583,493

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,583,493
Expenses per Audited Statements$13,551,422
Total Expenses per Audited Statements$13,551,422
Expenses Not Reported on Financial Statements$32,071
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local 469 Pension Fund-
Due to Local 469 Annuity Fund-
Due to Brokers for Securities Purchased-
Governance and Compliance

Governance Checklist

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

Filer

EIN
22-1552880
Phone
7322649000

Signing Officer

Name
Fredrick Potter
Title
Trustee
Phone
7322649000
Signed
2014-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
2
Employees
4
Volunteers
0

Preparer

Preparer
Raymond Hargadon
Phone
2018718710
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

See Attached Explanation

Pt VI, Line 11B

See Attached Explanation

Pt VI, Line 12C

See Attached Explanation

Pt VI, Line 2

See Attached Explanation

Pt VI, Line 19

All documents are made available to the public upon request and at the Fund's office.

Schedule R

See Attached

Raw XML AppendixShowing 400 of 1,121 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0108238
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0112841
IRS990/AccountsReceivableGrp/BOYAmt01426207
IRS990/AccountsReceivableGrp/EOYAmt01090610
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide health and welfare benefits to participants.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt012582773
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10Board of Trustees
IRS990/BooksInCareOfDetail/PhoneNum07322649000
IRS990/BooksInCareOfDetail/USAddress/AddressLine103400 Route 35
IRS990/BooksInCareOfDetail/USAddress/City0Hazlet
IRS990/BooksInCareOfDetail/USAddress/State0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCode007730
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0466538
IRS990/CashNonInterestBearingGrp/EOYAmt0363741
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050076
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt01747
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0400702
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine103 Penn Plaza
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0Newark
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode007105
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10Horizon Health Care Services
IRS990/ContractorCompensationGrp/ServicesDesc0Claims Administration
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt012582773
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0215701
IRS990/CYOtherExpensesAmt0784665
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012923036
IRS990/CYRevenuesLessExpensesAmt0-444756
IRS990/CYSalariesCompEmpBnftPaidAmt0216055
IRS990/CYTotalExpensesAmt013583493
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013138737
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt01579
IRS990/Desc0PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt063846
IRS990/FeesForServicesLegalGrp/TotalAmt079483
IRS990/FeesForServicesOtherGrp/TotalAmt0543151
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030244
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt049596
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt266308
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt643281
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt767135
IRS990/Form990PartVIISectionAGrp/PersonNm0FREDRICK POTTER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK KOCSIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL BRODERICK
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM GIANNICO
IRS990/Form990PartVIISectionAGrp/PersonNm4RICK WORKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE KREIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARIA CATENACCI
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL TKATCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt650076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0140201
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2116779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt696681
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7114333
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Fund Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-53189
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09761937
IRS990/GrossReceiptsAmt022953863
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt017094
IRS990/InsuranceGrp/TotalAmt03945
IRS990/InvestmentIncomeGrp/ExclusionAmt0268890
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0268890
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08284812
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08093572
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0121029
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06144
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04565
IRS990/LandBldgEquipCostOrOtherBssAmt0125594
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09815126
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health and welfare benefits
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011209925
IRS990/NetAssetsOrFundBalancesEOYAmt010720094
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-53189
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-53189
IRS990/NetUnrlzdGainsLossesInvstAmt0-45075
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt021727
IRS990/OfficeExpensesGrp/TotalAmt019654
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0775934
IRS990/OtherAssetsTotalGrp/EOYAmt01124865
IRS990/OtherEmployeeBenefitsGrp/TotalAmt043696
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/TotalAmt02195
IRS990/OtherLiabilitiesGrp/BOYAmt0143015
IRS990/OtherSalariesAndWagesGrp/TotalAmt077173
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt09531
IRS990/PensionPlanContributionsGrp/TotalAmt035579
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10Board of Trustess
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0Employers' Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participants' Contributions
IRS990/ProgramServiceRevenueGrp/Desc2High Claims Stop Loss
IRS990/ProgramServiceRevenueGrp/Desc3Interest on Employer Delinquencies
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011885361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1246051
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2772619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319005
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011793925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0155269
IRS990/PYOtherExpensesAmt0359121
IRS990/PYOtherRevenueAmt0340
IRS990/PYProgramServiceRevenueAmt012483851
IRS990/PYRevenuesLessExpensesAmt0250029
IRS990/PYSalariesCompEmpBnftPaidAmt0236385
IRS990/PYTotalExpensesAmt012389431
IRS990/PYTotalRevenueAmt012639460
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-444756
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011209925
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010720094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0501543
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0155582
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04565
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0121029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0125594
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt032071
IRS990ScheduleD/ExpensesSubtotalAmt013551422
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032071
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032071
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-45075
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt067835
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt144153
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2736484
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3254844
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt411642
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt59907
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest and Dividends
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Prescription Program Rebates Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Stop-Loss Insurance Recoveries Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Advance Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4Due From Local 469 Pension Fund
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5Due From Local 469 Annuity Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Local 469 Pension Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Local 469 Annuity Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Due to Brokers for Securities Purchased
IRS990ScheduleD/RevenueNotReportedAmt0-45075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032071
IRS990ScheduleD/RevenueSubtotalAmt013106666
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04565
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01124865
IRS990ScheduleD/TotalExpensesPerForm990Amt013583493
IRS990ScheduleD/TotalRevenuePerForm990Amt013138737
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013061591
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013551422
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt050076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0138194
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1114715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt296681
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3112622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt166308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt228514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt367135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02007
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDRICK POTTER JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL BRODERICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MARIA CATENACCI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MICHAEL TKATCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt064843
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0189797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1183087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2125195
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3181468
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See Attached Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See Attached Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See Attached Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See Attached Explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All documents are made available to the public upon request and at the Fund's office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5See Attached
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Schedule R
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine11NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine12NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine13NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine14NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine15NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine16NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine17NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine18NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine19NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine110NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine111NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine112NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine113NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine114NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine115NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine116NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine117NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine118NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine119NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine120NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine121NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine122NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine123NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine124NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine125NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine126NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine127NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine128NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine129NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine130NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine131NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine132NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine133NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine134NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine135NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine136NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine137NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine138NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine139NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine140NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine141NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine142NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine143NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine144NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine145NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine146NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0223220409
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1222346498
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2222007293
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3223368707
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4222485848
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5210475060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6221734209
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7222461848
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8203706600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9222382970
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10221712199
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11221521165
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12221413988
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13731285864
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14592364035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15221615691
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16223299791
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17231699847
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18231535602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19221925876
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20210665029
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21221200060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN22135207035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN23223665728
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN24208048384
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN25221688446
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN26203711316
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN27223131714
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN28223036992
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN29362590063

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.$19.9$0.31$19.6$13.7$12.8$0.90
2023Detailed filing. Detailed filing data is available for this year.$19.1$0.39$18.7$14.1$12.0$2.09
2022Detailed filing. Detailed filing data is available for this year.$16.4$0.14$16.2$13.6$14.3$0.66
2021Detailed filing. Detailed filing data is available for this year.$17.5$0.10$17.4$13.7$13.6$0.08
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.15$17.3$13.4$10.9$2.55
2019Detailed filing. Detailed filing data is available for this year.$15.2$0.54$14.6$14.5$14.0$0.52
2018Detailed filing. Detailed filing data is available for this year.$14.0$0.09$13.9$14.4$13.1$1.31
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.15$12.5$13.8$13.3$0.43
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.15$12.0$12.8$13.7$0.89
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.19$12.5$13.5$12.3$1.25
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.30$11.3$15.0$14.3$0.69
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.11$10.7$13.1$13.6$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.25$11.2$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.13$10.8$11.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.19$10.1$12.5