Liabilities / Assets
45th percentile
Higher debt load relative to assets than 45% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
45th percentile
Higher debt load relative to assets than 45% of similar nonprofits.
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 1.3% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
77th percentile
Faster revenue growth than 77% of similar nonprofits.
Assets
Up$11,601,109
Up $768,174 (+7.1%) from 2013
Net Assets
Up$11,302,876
Up $582,782 (+5.4%) from 2013
Liabilities
Up$298,233
Up $185,392 (+164%) from 2013
Revenue
Up$14,981,001
Up $1,842,264 (+14%) from 2013
Expenses
Up$14,290,423
Up $706,930 (+5.2%) from 2013
Net Income
Up$690,578
Up $1,135,334 (+255%) from 2013
To provide health and welfare benefits to all eligible members and their dependents.
To provide health and welfare benefits to participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $10,720,094 | $11,302,876 | ▲ $582,782 |
| Investments in Publicly Traded Securities | $8,093,572 | $8,481,754 | ▲ $388,182 |
| Accounts Receivable | $1,090,610 | $1,094,313 | ▲ $3,703 |
| Savings and Temporary Cash Investments | $155,582 | $456,916 | ▲ $301,334 |
| Cash and Non-Interest-Bearing Accounts | $363,741 | $220,096 | ▼ $143,645 |
| Land, Buildings, and Equipment, Net | $4,565 | $6,856 | ▲ $2,291 |
| Total Assets | $10,832,935 | $11,601,109 | ▲ $768,174 |
| Other Assets Total | $1,124,865 | $1,341,174 | ▲ $216,309 |
| Liabilities | |||
| Other Liabilities | - | $160,000 | - |
| Accounts Payable and Accrued Expenses | $112,841 | $138,233 | ▲ $25,392 |
| Total Liabilities | $112,841 | $298,233 | ▲ $185,392 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $10,720,094 | $11,302,876 | ▲ $582,782 |
| Total Liabilities and Net Assets / Fund Balance | $10,832,935 | $11,601,109 | ▲ $768,174 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $6,856 | $123,038 | $129,894 |
| Other Assets Org | $633,892 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Maria Catenacci | Fund Manager | FT | $47,718 | $143,151 | $190,869 |
| Michael Broderick | Trustee | - | - | $166,557 | $166,557 |
| Fredrick Potter Jr | Trustee | - | - | $165,680 | $165,680 |
| Michael Tkatch | Trustee | - | - | $159,077 | $159,077 |
| Fredrick Potter Jr | - | - | $47,718 | $14,345 | $62,063 |
| Name | Title |
|---|---|
| William Giannico | Alternate Trustee |
| George Kreis | Trustee |
| Jack Kocsis Jr | Trustee |
| Rick Workman | Trustee |
| Maria Catenacci | - |
| Michael Broderick | - |
| Michael Tkatch | - |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Horizon Health Care Services | Claims Administration | 3 Penn Plaza, Newark, NJ 07105 | $384,017 |
| Line Item | Amount |
|---|---|
| Other Expenses | $843,480 |
| Salaries, Compensation, and Employee Benefits | $221,131 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $13,225,812 |
| Fees for Services Other | - | - | - | $529,791 |
| Other Expenses | - | - | - | $85,491 |
| Other Salaries and Wages | - | - | - | $81,432 |
| Fees for Services Legal | - | - | - | $76,668 |
| Fees for Services Accounting | - | - | - | $52,868 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $47,718 |
| Other Employee Benefits | - | - | - | $45,195 |
| Pension Plan Contributions | - | - | - | $36,646 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $29,409 |
| Occupancy | - | - | - | $20,946 |
| Office Expenses | - | - | - | $18,978 |
| Information Technology | - | - | - | $17,494 |
| Payroll Taxes | - | - | - | $10,140 |
| Insurance | - | - | - | $3,545 |
| Conferences and Meetings | - | - | - | $2,087 |
| Depreciation Depletion | - | - | - | $2,009 |
| Total Functional Expenses | $0 | $0 | $0 | $14,290,423 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $14,290,423 |
| Expenses per Audited Statements | $14,260,173 |
| Total Expenses per Audited Statements | $14,260,173 |
| Expenses Not Reported on Financial Statements | $30,250 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Brokers for Securities Purchased | $160,000 |
“See attached for explanation”
“See attached for explanation”
“See attached for explanation”
“See attached for explanation”
“All documents are made available to the public upon request and at the Fund's office.”
“See attached”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 112841 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 138233 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1090610 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1094313 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To provide health and welfare benefits to participants. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 13225812 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7322649000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3400 Route 35 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Hazlet |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07730 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 363741 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 220096 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 47718 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2087 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 384017 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3 Penn Plaza |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Newark |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Horizon Health Care Services |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Claims Administration |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 13225812 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 220431 |
| IRS990/CYOtherExpensesAmt | 0 | 843480 |
| IRS990/CYOtherRevenueAmt | 0 | 25004 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 14735566 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 690578 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 221131 |
| IRS990/CYTotalExpensesAmt | 0 | 14290423 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 14981001 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 2009 |
| IRS990/Desc | 0 | PROVIDED HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 52868 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 76668 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 529791 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 29409 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 24014 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 47766 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 44112 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 42792 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | FREDRICK POTTER JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JACK KOCSIS JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHAEL BRODERICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM GIANNICO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RICK WORKMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GEORGE KREIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MARIA CATENACCI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MICHAEL TKATCH |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 47718 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 141666 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 118791 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 99039 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 116285 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Alternate Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Fund Manager |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1955 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -38465 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 11171109 |
| IRS990/GrossReceiptsAmt | 0 | 26190575 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 17494 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3545 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 258896 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 258896 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8093572 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 8481754 |
| IRS990/IRPDocumentCnt | 0 | 11 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 123038 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 4565 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 6856 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 129894 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 11209574 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To provide health and welfare benefits |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 10720094 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 11302876 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -38465 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -38465 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -107796 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 20946 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 18978 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1124865 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1341174 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 45195 |
| IRS990/OtherExpensesGrp/Desc | 0 | Miscellaneous |
| IRS990/OtherExpensesGrp/Desc | 1 | Transitional Reinsurance Fee |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4194 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 85491 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 160000 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other Income |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 25004 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 25004 |
| IRS990/OtherRevenueTotalAmt | 0 | 25004 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 81432 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 10140 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 36646 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | Board of Trustess |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employers' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Participants' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | High Claims Stop Loss |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 12336494 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 225028 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 2174044 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 12582773 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 215701 |
| IRS990/PYOtherExpensesAmt | 0 | 784665 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 12923036 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -444756 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 216055 |
| IRS990/PYTotalExpensesAmt | 0 | 13583493 |
| IRS990/PYTotalRevenueAmt | 0 | 13138737 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 690578 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 10720094 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 11302876 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 155582 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 456916 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 6856 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 123038 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 129894 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 30250 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 14260173 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 30250 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 30250 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -107796 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 74454 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 355898 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 236790 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 13780 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | 26360 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 5 | 633892 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | Accrued Interest and Dividends |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | Prescription Program Rebates Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | Stop-Loss Insurance Recoveries Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | Advance Deposit |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | Due From Local 469 Pension Fund |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 5 | Due From Local 469 Annuity Fund |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 6 | Other Receivable |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 160000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Due to Brokers for Securities Purchased |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -107796 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 30250 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 14950751 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | See attached |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt X, Line 2 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 6856 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1341174 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 14290423 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 160000 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 14981001 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 14842955 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 14260173 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 47718 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 139602 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 116663 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 2 | 99039 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 114543 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 14345 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 24014 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 47766 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 29767 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 3 | 42792 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 2064 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 2128 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 2 | 1742 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | FREDRICK POTTER JR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | MICHAEL BRODERICK |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | MARIA CATENACCI |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 3 | MICHAEL TKATCH |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 62063 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 165680 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 166557 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 2 | 128806 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 3 | 159077 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | See attached for explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | See attached for explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | See attached for explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | See attached for explanation |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | All documents are made available to the public upon request and at the Fund's office. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 2 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 3 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 4 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 5 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 6 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 7 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 8 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 9 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 10 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 11 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 12 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 13 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 14 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 15 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 16 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 17 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 18 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 19 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 20 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 21 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 22 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 23 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 24 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 25 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 26 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 27 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 28 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 29 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 30 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 31 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt | 32 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 223220409 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 222007293 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 2 | 223368707 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 3 | 222485848 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 4 | 210475060 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 5 | 221734209 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 6 | 222461848 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 7 | 203706600 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 8 | 223141658 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 9 | 222382970 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 10 | 221712199 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 11 | 221521165 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 12 | 731285864 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 13 | 592364035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 14 | 231535602 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 15 | 210665029 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 16 | 221200060 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 17 | 135207035 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 18 | 223665728 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 19 | 221688446 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 20 | 203711316 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 21 | 223131714 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 22 | 223036992 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 23 | 231707627 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 24 | 231607518 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 25 | 208398235 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 26 | 223016299 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 27 | 221739466 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 28 | 141662980 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 29 | 221735299 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 30 | 221549727 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 31 | 621260585 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 32 | 210626198 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | S |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 1 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 2 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 3 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 4 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 5 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 6 | S |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.