Civic Intelligence

Njbls Welfare Fund

990 • Fiscal year 2023 • EIN 22-1764453

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 08, 2024

485 Route 1 B-401Iselin, NJ 08830

(201) 963-0633

Siviq Scores

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

Liabilities / Assets

71st percentile

0.15x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.40x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

62nd percentile

7.7%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$321,287

Higher top officer pay than 80% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

45th percentile

6.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-2.1%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$116,568,226

Flat from 2023

Net Assets

Flat

$98,930,353

Flat from 2023

Liabilities

Flat

$17,637,873

Flat from 2023

Revenue

Flat

$44,367,864

Flat from 2023

Expenses

Flat

$40,945,063

Flat from 2023

Net Income

Flat

$3,422,801

Flat from 2023

Historical Trend

Balance Sheet Trend

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 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

2023

Assets$116,568,226
Liabilities$17,637,873
Net Assets$98,930,353

Operations Trend

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 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

2023

Revenue$44,367,864
Expenses$40,945,063
Net Income$3,422,801
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 8, 2024
Return Version
2023v5.1
Gross Receipts
$77,599,250
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$90,293,380$98,930,353▲ $8,636,973
Investments in Publicly Traded Securities$67,063,179$71,702,268▲ $4,639,089
Cash and Non-Interest-Bearing Accounts$23,684,916$19,897,508▼ $3,787,408
Investments Other Securities$10,380,886$14,797,828▲ $4,416,942
Accounts Receivable$7,087,738$9,378,984▲ $2,291,246
Land, Buildings, and Equipment, Net$128,910$103,638▼ $25,272
Prepaid Expenses and Deferred Charges$48,789--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$109,082,418$116,568,226▲ $7,485,808
Other Assets Total$688,000$688,000→ $0
Liabilities
Other Liabilities$17,664,153$16,845,854▼ $818,299
Accounts Payable and Accrued Expenses$993,272$655,247▼ $338,025
Deferred Revenue$131,613$136,772▲ $5,159
Total Liabilities$18,789,038$17,637,873▼ $1,151,165
Net Assets / Fund Balance
Total Net Assets Fund Balance$90,293,380$98,930,353▲ $8,636,973
Total Liabilities and Net Assets / Fund Balance$109,082,418$116,568,226▲ $7,485,808

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100,121$70,743$170,864
Other Land Buildings$3,517$30,962$34,479
Other Securities$4,364,581--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria Peterson-mitchellFund AdminPT$246,154$75,133$321,287
Kimberly KempleCollections MgrPT$165,530$75,936$241,466
Susan DominguezSenior AnalystPT$117,798$64,028$181,826
Maritza PerezExecutive AssistantPT$100,639$64,028$164,667

Board Members and Trustees

NameTitle
Jack KocsisCo-chairman
Michael E HellstromCo-chairman
Joseph GiordanoEmployer Trustee
Michael FitzpatrickEmployer Trustee
Phil PricsoEmployer Trustee
Robert GariepyEmployer Trustee
Bryan HalfenUnion Trustee
Carl E StylesUnion Trustee
Christopher CupoUnion Trustee
Paul RoldanUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Health Care Services INCMedical Service Fees185 ASYLUM STREET, Hartford, CT 06103$1,123,367
Kroll Heineman Ptasiewicz & ParsonsLegal99 WOOD AVE SO STE 307, Iselin, NJ 08830$563,849
Schultheis & Panettieri LLPAuditing450 WIRELESS BLVD, Hauppauge, NY 11788$526,762
The Segal Company (eastern States) INCActuarial Consulting333 WEST 34TH STREET, New York, NY 10001$195,653
Elite Technology Management LLPInformation Technology16 ROOSEVELT TERRACE, Bayonne, NJ 07002$179,616
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,767,353
Investment Income
$2,590,983
Other Revenue
$9,528
Change in Net Assets
$3,422,801

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,170,447
Revenue Not Reported on Financial Statements
$197,417
Revenue Not Reported on Form 990
$5,214,172
Total Revenue per Audited Statements
$49,384,619
Total Revenue per Form 990
$44,367,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,086,177
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-628,510

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$38,487,396
Other Salaries and Wages---$1,534,662
Pension Plan Contributions---$673,219
Fees for Services Legal---$632,184
Fees for Services Accounting---$498,369
Other Employee Benefits---$414,092
Office Expenses---$360,615
Current Officers, Directors, Trustees, and Key Employees---$321,287
Information Technology---$231,108
Fees for Service Investment Mgmnt Fees---$197,417
Fees for Services Other---$195,653
Insurance---$184,905
Payroll Taxes---$142,917
Conferences and Meetings---$46,519
Occupancy---$44,851
Depreciation Depletion---$25,273
Other Expenses---$-3,187,635
Total Functional Expenses$0$0$0$40,945,063

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$40,945,063
Expenses per Audited Statements$40,493,074
Total Expenses per Audited Statements$40,493,074
Expenses Not Reported on Financial Statements$451,989
Other Expense Adjustments$254,572
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family MemberSalary and BenefitsNo$55,935
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$12,751,642
Plans Current Benefit Obligations$3,967,540
Due to Broker$126,672
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 35% controlled entity
No
Business relationship with family members
Yes
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, Section A, Line 7A

The plan is jointly administered by trustees who are appointed by the district council and by the employer association.

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

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, Section B, Line 12C

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, Section C, Line 19

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
485 ROUTE 1 B-401, ISELIN, NJ 08830

Signing Officer

Name
Michael Hellstrom
Title
Co-chairman
Phone
2019630633
Signed
2024-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Nj
Voting Board Members
10
Independent Board Members
10
Employees
27
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

SCHEDULE O: SUPPLEMENTAL INFORMATION

The retiree plan of the njbls was formed during year ended december 31, 2011 with a separate plan number but the same ein number as the njbls welfare fund. This form 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.

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN IBNR 254,572.

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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/PersonNm13MARITZA PEREZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10257259
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11177438
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12117798
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100639
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10FUND ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt11COLLECTIONS MGR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR ANALYST
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE ASSISTANT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-283102
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032948284
IRS990/GrossReceiptsAmt077599250
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0231108
IRS990/InsuranceGrp/TotalAmt0184905
IRS990/InvestmentIncomeGrp/ExclusionAmt02874085
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02874085
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010380886
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014797828
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067063179
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071702268
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0101705
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0128910
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0103638
IRS990/LandBldgEquipCostOrOtherBssAmt0205343
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033231386
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt090293380
IRS990/NetAssetsOrFundBalancesEOYAmt098930353
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-283102
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-283102
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05214172
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt044851
IRS990/OfficeExpensesGrp/TotalAmt0360615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0688000
IRS990/OtherAssetsTotalGrp/EOYAmt0688000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0414092
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0142231
IRS990/OtherExpensesGrp/TotalAmt1-3187635
IRS990/OtherLiabilitiesGrp/BOYAmt017664153
IRS990/OtherLiabilitiesGrp/EOYAmt016845854
IRS990/OtherRevenueMiscGrp/BusinessCd0238900
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09528
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09528
IRS990/OtherRevenueTotalAmt09528
IRS990/OtherSalariesAndWagesGrp/TotalAmt01534662
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0142917
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0673219
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048789
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0238900
IRS990/ProgramServiceRevenueGrp/BusinessCd1238900
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038835901
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12931452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038835901
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12931452
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt035622760
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0591255
IRS990/PYOtherExpensesAmt0-1037051
IRS990/PYOtherRevenueAmt0177493
IRS990/PYProgramServiceRevenueAmt044541313
IRS990/PYRevenuesLessExpensesAmt07600370
IRS990/PYSalariesCompEmpBnftPaidAmt03123982
IRS990/PYTotalExpensesAmt037709691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt045310061
IRS990/ReconcilationRevenueExpnssAmt03422801
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt090293380
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt098930353
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100121
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070743
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0170864
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0451989
IRS990ScheduleD/ExpensesSubtotalAmt040493074
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0197417
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0197417
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05214172
IRS990ScheduleD/OtherExpensesNotIncludedAmt0254572
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03517
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030962
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012751642
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13967540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2126672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PLANS CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06901569
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13531678
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24364581
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ULLICO SEPARATE ACCT W1
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NT COMMON EAFE INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AFL-CIO HOUSING
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt05214172
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0197417
IRS990ScheduleD/RevenueSubtotalAmt044170447
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN IBNR 254,572.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0103638
IRS990ScheduleD/TotalBookValueSecuritiesAmt014797828
IRS990ScheduleD/TotalExpensesPerForm990Amt040945063
IRS990ScheduleD/TotalLiabilityAmt016845854
IRS990ScheduleD/TotalRevenuePerForm990Amt044367864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt049384619
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt040493074
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0246154
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1165530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2117798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3100639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10

Document Assets

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Filings

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
2023Detailed filing. Detailed filing data is available for this year.$117$17.6$98.9$44.4$40.9$3.42
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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