Civic Intelligence

Njbls Welfare Fund

990 • Fiscal year 2017 • EIN 22-1764453

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

Organization ProfileN/A

View Organization Page

3218 Kennedy BlvdJersey City, NJ 07306

(201) 963-0633

Siviq Scores

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

Liabilities / Assets

68th percentile

0.15x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.29x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$321,314

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

46th percentile

7.2%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

8.2%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$92,173,159

Up $6,228,824 (+7.2%) from 2016

Net Assets

Up

$78,497,272

Up $6,712,031 (+9.4%) from 2016

Liabilities

Down

$13,675,887

Down $483,207 (-3.4%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin64th percentile

Revenue

Up

$46,915,555

Up $3,563,556 (+8.2%) from 2016

Expenses

Down

$41,378,944

Down $120,523 (-0.3%) from 2016

Net Income

Up

$5,536,611

Up $3,684,079 (+199%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150M$100M$50M$0Assets 2010: $21,661,874Liabilities 2010: $8,546,603Net Assets 2010: $13,115,2712010Assets 2011: $37,336,630Liabilities 2011: $9,126,747Net Assets 2011: $28,209,8832011Assets 2012: $49,998,778Liabilities 2012: $9,190,623Net Assets 2012: $40,808,1552012Assets 2013: $63,575,212Liabilities 2013: $9,779,534Net Assets 2013: $53,795,6782013Assets 2014: $73,514,674Liabilities 2014: $11,302,643Net Assets 2014: $62,212,0312014Assets 2015: $80,869,114Liabilities 2015: $11,713,031Net Assets 2015: $69,156,0832015Assets 2016: $85,944,335Liabilities 2016: $14,159,094Net Assets 2016: $71,785,2412016Assets 2017: $92,173,159Liabilities 2017: $13,675,887Net Assets 2017: $78,497,2722017Assets 2018: $95,416,838Liabilities 2018: $14,357,874Net Assets 2018: $81,058,9642018Assets 2019: $105,913,819Liabilities 2019: $16,299,218Net Assets 2019: $89,614,6012019Assets 2020: $108,198,197Liabilities 2020: $13,188,402Net Assets 2020: $95,009,7952020Assets 2021: $110,871,064Liabilities 2021: $19,334,324Net Assets 2021: $91,536,7402021Assets 2022: $109,082,418Liabilities 2022: $18,789,038Net Assets 2022: $90,293,3802022Assets 2023: $116,568,226Liabilities 2023: $17,637,873Net Assets 2023: $98,930,3532023Assets 2024: $125,049,099Liabilities 2024: $19,631,416Net Assets 2024: $105,417,6832024

Highlighted filing

2017

Assets$92,173,159
Liabilities$13,675,887
Net Assets$78,497,272
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $42,736,0542010Revenue 2011: $48,793,455Expenses 2011: $33,663,555Net Income 2011: $15,129,9002011Expenses 2012: $32,222,0602012Revenue 2013: $43,506,634Expenses 2013: $30,781,438Net Income 2013: $12,725,1962013Revenue 2014: $43,737,011Expenses 2014: $35,776,586Net Income 2014: $7,960,4252014Revenue 2015: $46,826,382Expenses 2015: $39,555,287Net Income 2015: $7,271,0952015Revenue 2016: $43,351,999Expenses 2016: $41,499,467Net Income 2016: $1,852,5322016Revenue 2017: $46,915,555Expenses 2017: $41,378,944Net Income 2017: $5,536,6112017Revenue 2018: $46,304,385Expenses 2018: $41,267,646Net Income 2018: $5,036,7392018Revenue 2019: $48,976,223Expenses 2019: $43,636,405Net Income 2019: $5,339,8182019Revenue 2020: $42,193,271Expenses 2020: $38,390,904Net Income 2020: $3,802,3672020Revenue 2021: $43,109,332Expenses 2021: $46,342,137Net Income 2021: -$3,232,8052021Revenue 2022: $45,310,061Expenses 2022: $37,709,691Net Income 2022: $7,600,3702022Revenue 2023: $44,367,864Expenses 2023: $40,945,063Net Income 2023: $3,422,8012023Revenue 2024: $47,690,432Expenses 2024: $41,514,929Net Income 2024: $6,175,5032024

Highlighted filing

2017

Revenue$46,915,555
Expenses$41,378,944
Net Income$5,536,611
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.2
Gross Receipts
$74,994,710
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

THE PURPOSE OF THE trust IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$71,785,241$78,497,272▲ $6,712,031
Investments in Publicly Traded Securities$37,218,553$48,916,810▲ $11,698,257
Cash and Non-Interest-Bearing Accounts$21,419,342$20,679,453▼ $739,889
Savings and Temporary Cash Investments$18,390,221$13,162,094▼ $5,228,127
Accounts Receivable$7,418,583$7,843,117▲ $424,534
Land, Buildings, and Equipment, Net$40,863$31,212▼ $9,651
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$85,944,335$92,173,159▲ $6,228,824
Other Assets Total$1,456,773$1,540,473▲ $83,700
Liabilities
Other Liabilities$12,138,702$12,262,703▲ $124,001
Accounts Payable and Accrued Expenses$1,773,757$1,244,586▼ $529,171
Deferred Revenue$246,635$168,598▼ $78,037
Total Liabilities$14,159,094$13,675,887▼ $483,207
Net Assets / Fund Balance
Total Net Assets Fund Balance$71,785,241$78,497,272▲ $6,712,031
Total Liabilities and Net Assets / Fund Balance$85,944,335$92,173,159▲ $6,228,824

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,212$64,799$96,011
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
mary castrovincifund admin.FT$261,206$60,108$321,314
kimberly kemplecollections mgrFT$116,438$60,108$176,546

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Raymond M PocinoCo-chairman
Alfred CastagnaTrustee
Carl StylesTrustee
Gary RamseyTrustee
Michael FitzpatrickTrustee
Robert EpifanoTrustee
Robert GariepyTrustee
Stanley ThompsonTrustee
Thomas RamsayTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$912,278
Schultheis & Panettieri LLPAuditing210 MARCUS BLVD, Hauppauge, NY 11788$664,814
Kroll Heineman Carton LLCLegal99 WOOD AVE SO STE 307, Iselin, NJ 08830$607,899
Zenith American SolutionsThird Party Admin10440 LITTLE PATUXENT PKWY, Columbia, MD 21044$368,078
The Segal Company Eastern States INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$159,863
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,805,084
Investment Income
$1,049,216
Other Revenue
$61,255
Change in Net Assets
$5,536,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,779,527
Revenue Not Reported on Financial Statements
$136,028
Revenue Not Reported on Form 990
$1,175,420
Total Revenue per Audited Statements
$47,954,947
Total Revenue per Form 990
$46,915,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,583,075
Other Expenses$291,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$39,504,632
Fees for Services Legal---$734,128
Fees for Services Accounting---$651,518
Other Salaries and Wages---$550,106
Current Officers, Directors, Trustees, and Key Employees---$497,859
Pension Plan Contributions---$259,617
Insurance---$210,908
Other Employee Benefits---$205,712
Fees for Services Other---$161,324
Fees for Service Investment Mgmnt Fees---$136,028
Occupancy---$86,400
Payroll Taxes---$69,781
Information Technology---$65,511
Office Expenses---$48,074
Depreciation Depletion---$13,041
Conferences and Meetings---$3,336
Other Expenses---$-2,245,118
Total Functional Expenses$0$0$0$41,378,944

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$41,465,224
Total Expenses per Audited Statements$41,465,224
Total Expenses per Form 990$41,378,944
Expenses Not Reported on Financial Statements$-86,280
Other Expense Adjustments$-222,308
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$8,271,271
Plans Current Benefit Obligations$3,991,432
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

Governance Explanations

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

“THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE board of trustees PRIOR TO SUBMISSION.”

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

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

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

“No documents available to public. Participants may view documents at the fund office upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Njbls Welfare Fund
EIN
22-1764453
Phone
2019630633
Address
3218 KENNEDY BLVD, JERSEY CITY, NJ 07306

Signing Officer

Name
mary castrovinci
Title
fund administrator
Signed
2018-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
13

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Schedule O - Supplemental Information

“The retiree plan of the njbls was formed during year end december 31, 2011 with a separate plan number but the same ein number as the njbls welfare fund. This 990 includes the activity from the audited financial statements of the njbls welfare fund and the audited financial statements of the retiree plan of the njbls.”

Raw XML AppendixShowing 400 of 547 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10fund admin.
IRS990/Form990PartVIISectionAGrp/TitleTxt11collections mgr
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IRS990/Form990TFiledInd0false
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-56966
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InsuranceGrp/TotalAmt0210908
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028079155
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE trust IS TO PROVIDE MEDICAL AND DEATH BENEFITS TO ELIGIBLE ACTIVE AND RETIREE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt071785241
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01175420
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt086400
IRS990/OfficeExpensesGrp/TotalAmt048074
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01456773
IRS990/OtherAssetsTotalGrp/EOYAmt01540473
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0205712
IRS990/OtherExpensesGrp/Desc0THIRD PARTY ADMIN
IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0367968
IRS990/OtherExpensesGrp/TotalAmt145773
IRS990/OtherExpensesGrp/TotalAmt212346
IRS990/OtherExpensesGrp/TotalAmt3-2245118
IRS990/OtherLiabilitiesGrp/BOYAmt012138702
IRS990/OtherLiabilitiesGrp/EOYAmt012262703
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt061255
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt061255
IRS990/OtherRevenueTotalAmt061255
IRS990/OtherSalariesAndWagesGrp/TotalAmt0550106
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt069781
IRS990/PensionPlanContributionsGrp/TotalAmt0259617
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1medicare part d
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIB
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1224083
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043129238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1224083
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22451763
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt039589332
IRS990/PYInvestmentIncomeAmt01067213
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0354996
IRS990/PYOtherRevenueAmt018880
IRS990/PYProgramServiceRevenueAmt042265906
IRS990/PYRevenuesLessExpensesAmt01852532
IRS990/PYSalariesCompEmpBnftPaidAmt01555139
IRS990/PYTotalExpensesAmt041499467
IRS990/PYTotalRevenueAmt043351999
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05536611
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt078497272
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-86280
IRS990ScheduleD/ExpensesSubtotalAmt041465224
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0136028
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0136028
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01175420
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-222308
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt031212
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt064799
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt096011
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08271271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13991432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt01175420
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0136028
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IRS990ScheduleD/TotalLiabilityAmt012262703
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1261206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt130188
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt16000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0kimberly kemple
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1mary castrovinci
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0collections mgr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1fund admin.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1321314
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0part i, line 3, relevant information regarding compensation and benefitsMARY CASTROVINCI RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 37% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.kimberly kemple RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS COLLECTIONS MANAGER OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 47% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,173,159
Liabilities
$13,675,887
Net assets
$78,497,272
Revenue
$46,915,555
Expenses
$41,378,944
Net income
$5,536,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$125$19.6$105$47.7$41.5$6.18
2023Summary only. Only limited summary data is available for this year.$117$17.6$98.9$44.4$40.9$3.42
2022Summary only. Only limited summary data is available for this year.$109$18.8$90.3$45.3$37.7$7.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$19.3$91.5$43.1$46.3$3.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$13.2$95.0$42.2$38.4$3.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$16.3$89.6$49.0$43.6$5.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.4$14.4$81.1$46.3$41.3$5.04
2017Detailed filing. Detailed filing data is available for this year.$92.2$13.7$78.5$46.9$41.4$5.54
2016Summary only. Only limited summary data is available for this year.$85.9$14.2$71.8$43.4$41.5$1.85
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$11.7$69.2$46.8$39.6$7.27
2014Detailed filing. Detailed filing data is available for this year.$73.5$11.3$62.2$43.7$35.8$7.96
2013Detailed filing. Detailed filing data is available for this year.$63.6$9.78$53.8$43.5$30.8$12.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$9.19$40.8$32.2
2011Summary only. Only limited summary data is available for this year.$37.3$9.13$28.2$48.8$33.7$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$8.55$13.1$42.7