Civic Intelligence

Teamsters Local 469 Welfare Fund

990 • Fiscal year 2014 • EIN 22-1552880

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

3400 Route 35Hazlet, NJ 07730

(732) 264-9000

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

53rd percentile

4.6%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$190,869

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

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

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

2014

Assets$11,601,109
Liabilities$298,233
Net Assets$11,302,876

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

2014

Revenue$14,981,001
Expenses$14,290,423
Net Income$690,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$26,190,575
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$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 Categories

AssetBook ValueDepreciationBasis
Equipment$6,856$123,038$129,894
Other Assets Org$633,892--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria CatenacciFund ManagerFT$47,718$143,151$190,869
Michael BroderickTrustee--$166,557$166,557
Fredrick Potter JrTrustee--$165,680$165,680
Michael TkatchTrustee--$159,077$159,077
Fredrick Potter Jr--$47,718$14,345$62,063

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Health Care ServicesClaims Administration3 Penn Plaza, Newark, NJ 07105$384,017
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,735,566
Investment Income
$220,431
Other Revenue
$25,004
Change in Net Assets
$690,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,950,751
Revenue Not Reported on Financial Statements
$30,250
Revenue Not Reported on Form 990
$-107,796
Total Revenue per Audited Statements
$14,842,955
Total Revenue per Form 990
$14,981,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
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 Brokers for Securities Purchased$160,000
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

Filer Name
Teamsters Local 469 Welfare Fund
EIN
22-1552880
Phone
7322649000
Address
3400 Route 35, Hazlet, NJ 07730

Signing Officer

Name
Fredrick Potter
Title
Trustee
Phone
7322649000
Signed
2015-03-31
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

Firm
Ennis Hargadonllc
Address
739 PALISADE AVE, CLIFFSIDE PARK, NJ 07010-3255
Preparer
Raymond Hargadon
Phone
2018718710
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

See attached for explanation

Pt VI, Line 7A

See attached for explanation

Pt VI, Line 11B

See attached for explanation

Pt VI, Line 12C

See attached for explanation

Pt VI, Line 19

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

Financial Statement Notes

Pt X, Line 2

See attached

Raw XML AppendixShowing 400 of 1,011 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/BOYAmt0112841
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0138233
IRS990/AccountsReceivableGrp/BOYAmt01090610
IRS990/AccountsReceivableGrp/EOYAmt01094313
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide health and welfare benefits to participants.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt013225812
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Board of Trustees
IRS990/BooksInCareOfDetail/PhoneNum07322649000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03400 Route 35
IRS990/BooksInCareOfDetail/USAddress/CityNm0Hazlet
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007730
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0363741
IRS990/CashNonInterestBearingGrp/EOYAmt0220096
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt047718
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt02087
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0384017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03 Penn Plaza
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Newark
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd007105
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Horizon Health Care Services
IRS990/ContractorCompensationGrp/ServicesDesc0Claims Administration
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013225812
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0220431
IRS990/CYOtherExpensesAmt0843480
IRS990/CYOtherRevenueAmt025004
IRS990/CYProgramServiceRevenueAmt014735566
IRS990/CYRevenuesLessExpensesAmt0690578
IRS990/CYSalariesCompEmpBnftPaidAmt0221131
IRS990/CYTotalExpensesAmt014290423
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014981001
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt02009
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/TotalAmt052868
IRS990/FeesForServicesLegalGrp/TotalAmt076668
IRS990/FeesForServicesOtherGrp/TotalAmt0529791
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029409
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/OtherCompensationAmt024014
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt247766
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt644112
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt742792
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/ReportableCompFromOrgAmt647718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0141666
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2118791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt699039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7116285
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/SecuritiesAmt0-38465
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011171109
IRS990/GrossReceiptsAmt026190575
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt017494
IRS990/InsuranceGrp/TotalAmt03545
IRS990/InvestmentIncomeGrp/ExclusionAmt0258896
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0258896
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08093572
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08481754
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0123038
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04565
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06856
IRS990/LandBldgEquipCostOrOtherBssAmt0129894
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011209574
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/NetAssetsOrFundBalancesBOYAmt010720094
IRS990/NetAssetsOrFundBalancesEOYAmt011302876
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-38465
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-38465
IRS990/NetUnrlzdGainsLossesInvstAmt0-107796
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt020946
IRS990/OfficeExpensesGrp/TotalAmt018978
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01124865
IRS990/OtherAssetsTotalGrp/EOYAmt01341174
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045195
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Transitional Reinsurance Fee
IRS990/OtherExpensesGrp/TotalAmt04194
IRS990/OtherExpensesGrp/TotalAmt185491
IRS990/OtherLiabilitiesGrp/EOYAmt0160000
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025004
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025004
IRS990/OtherRevenueTotalAmt025004
IRS990/OtherSalariesAndWagesGrp/TotalAmt081432
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt010140
IRS990/PensionPlanContributionsGrp/TotalAmt036646
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Board of Trustess
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0Employers' Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participants' Contributions
IRS990/ProgramServiceRevenueGrp/Desc2High Claims Stop Loss
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012336494
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1225028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22174044
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt012582773
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0215701
IRS990/PYOtherExpensesAmt0784665
IRS990/PYProgramServiceRevenueAmt012923036
IRS990/PYRevenuesLessExpensesAmt0-444756
IRS990/PYSalariesCompEmpBnftPaidAmt0216055
IRS990/PYTotalExpensesAmt013583493
IRS990/PYTotalRevenueAmt013138737
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0690578
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010720094
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011302876
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155582
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0456916
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06856
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129894
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030250
IRS990ScheduleD/ExpensesSubtotalAmt014260173
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030250
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030250
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-107796
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074454
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1355898
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2236790
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt313780
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt426360
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5633892
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/OtherAssetsOrgGrp/Desc6Other Receivable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0160000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Brokers for Securities Purchased
IRS990ScheduleD/RevenueNotReportedAmt0-107796
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030250
IRS990ScheduleD/RevenueSubtotalAmt014950751
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0See attached
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06856
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01341174
IRS990ScheduleD/TotalExpensesPerForm990Amt014290423
IRS990ScheduleD/TotalLiabilityAmt0160000
IRS990ScheduleD/TotalRevenuePerForm990Amt014981001
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014842955
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014260173
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt047718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0139602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1116663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt299039
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3114543
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt147766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt229767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt342792
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21742
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDRICK POTTER JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHAEL BRODERICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MARIA CATENACCI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MICHAEL TKATCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt062063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0165680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1166557
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2128806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3159077
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached for explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See attached for explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See attached for explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See attached for explanation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All documents are made available to the public upon request and at the Fund's office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt8NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt9NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt10NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt11NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt12NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt13NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt14NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt15NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt16NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt17NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt18NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt19NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt20NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt21NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt22NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt23NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt24NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt25NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt26NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt27NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt28NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt29NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt30NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt31NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt32NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0223220409
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1222007293
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2223368707
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3222485848
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4210475060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5221734209
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN6222461848
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN7203706600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN8223141658
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN9222382970
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN10221712199
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN11221521165
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN12731285864
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN13592364035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN14231535602
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN15210665029
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN16221200060
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN17135207035
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN18223665728
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN19221688446
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN20203711316
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN21223131714
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN22223036992
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN23231707627
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN24231607518
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN25208398235
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN26223016299
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN27221739466
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN28141662980
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN29221735299
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN30221549727
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN31621260585
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN32210626198
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt3C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt4C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt5C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt6S

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