Civic Intelligence

1992 Benefit Plan Retiree Health Benefit Reserve Trust

990 • Fiscal year 2020 • EIN 22-3462890

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization ProfileWWW.UMWAFUNDS.ORG
2121 K Street NWWashington, DC 20037

(202) 521-2200

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$58,424

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1129.6% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

35th percentile

0.4%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,413,064

Up $5,816 (+0.4%) from 2019

Net Assets

Up

$1,411,238

Up $5,172 (+0.4%) from 2019

Liabilities

Up

$1,826

Up $644 (+54%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin100th percentile

Revenue

Down

$5,172

Down $24,088 (-82%) from 2019

Expenses

Down

$0

Down $255,000 (-100%) from 2019

Net Income

Up

$5,172

Up $230,912 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,892,789Liabilities 2010: $0Net Assets 2010: $1,892,7892010Assets 2011: $4,587,622Liabilities 2011: $0Net Assets 2011: $4,587,6222011Assets 2012: $3,694,390Liabilities 2012: $0Net Assets 2012: $3,694,3902012Assets 2013: $3,695,621Liabilities 2013: $0Net Assets 2013: $3,695,6212013Assets 2014: $1,741,618Liabilities 2014: $0Net Assets 2014: $1,741,6182014Assets 2015: $1,740,618Liabilities 2015: $0Net Assets 2015: $1,740,6182015Assets 2016: $1,744,634Liabilities 2016: $0Net Assets 2016: $1,744,6342016Assets 2017: $1,604,898Liabilities 2017: $0Net Assets 2017: $1,604,8982017Assets 2018: $1,631,806Liabilities 2018: $0Net Assets 2018: $1,631,8062018Assets 2019: $1,407,248Liabilities 2019: $1,182Net Assets 2019: $1,406,0662019Assets 2020: $1,413,064Liabilities 2020: $1,826Net Assets 2020: $1,411,2382020Assets 2021: $1,411,387Liabilities 2021: $1Net Assets 2021: $1,411,3862021Assets 2022: $1,321,484Liabilities 2022: $0Net Assets 2022: $1,321,4842022Assets 2023: $1,386,719Liabilities 2023: $0Net Assets 2023: $1,386,7192023

Highlighted filing

2020

Assets$1,413,064
Liabilities$1,826
Net Assets$1,411,238
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $8602010Expenses 2011: $5,0392011Expenses 2012: $920,7142012Revenue 2013: $3,640Expenses 2013: $2,409Net Income 2013: $1,2312013Revenue 2014: $1,653Expenses 2014: $1,955,656Net Income 2014: -$1,954,0032014Revenue 2015: $750Expenses 2015: $1,750Net Income 2015: -$1,0002015Revenue 2016: $4,016Expenses 2016: $0Net Income 2016: $4,0162016Revenue 2017: $12,607Expenses 2017: $152,343Net Income 2017: -$139,7362017Revenue 2018: $26,908Expenses 2018: $0Net Income 2018: $26,9082018Revenue 2019: $29,260Expenses 2019: $255,000Net Income 2019: -$225,7402019Revenue 2020: $5,172Expenses 2020: $0Net Income 2020: $5,1722020Revenue 2021: $144Expenses 2021: $0Net Income 2021: $1442021Revenue 2022: $18,625Expenses 2022: $108,527Net Income 2022: -$89,9022022Revenue 2023: $65,235Expenses 2023: $0Net Income 2023: $65,2352023

Highlighted filing

2020

Revenue$5,172
Expenses$0
Net Income$5,172
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Gross Receipts
$5,172
Mission and Program Overview

Mission

Secure the provision of health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,407,248$1,413,064▲ $5,816
Rtn Earn Endowment Incm Other Fnds$1,406,066$1,411,238▲ $5,172
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,407,248$1,413,064▲ $5,816
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,182$1,826▲ $644
Total Liabilities$1,182$1,826▲ $644
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,406,066$1,411,238▲ $5,172
Total Liabilities and Net Assets / Fund Balance$1,407,248$1,413,064▲ $5,816
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Lorraine LewisExecutive Director$58,424$58,424
Samuel RodriguezDirector$18,904$18,904

Board Members and Trustees

NameTitle
Northern Trust TrusteeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,172
Other Revenue
$0
Change in Net Assets
$5,172
Expenses and Functional Allocation

Major Expense Lines

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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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 8: Explanation of No Contemporaneously Documentation of Meetings

“The 1992 benefit plan retireee heath benefit reserve trust does not have any committees.”

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

“The management and staff of the plan have reviewed the prepared form 990 prior to signing and filling the form with the Internal Revenue Service.”

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

“The 1992 benefit plan as trust settler and sponsor requests staff, on annual basis, to review the organization's conflict of interest policy, to provide a list of potential conflicts of interest to management and to declare that, to the best of their knowledge, they have no other potential conflicts of interest.”

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

“The organization makes its governing documents, whistle blowing, conflict of interest and financial statements available to the public by providing copies upon request or inspection at the office of the organization.”

Filing and Contact Details

Filer

Filer Name
1992 Benefit Plan Retiree
EIN
22-3462890
Phone
2025212200
Address
2121 K STREET NW, WASHINGTON, DC 20037

Signing Officer

Name
Samuel Rodriguez
Title
Director
Signed
2021-05-04

Organization Details

Formed
2008
Legal Domicile
Dc
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix315 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/BOYAmt01182
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01826
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SECURE THE PROVISION OF HEALTH BENEFITS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SAMUEL RODRIGUEZ
IRS990/BooksInCareOfDetail/PhoneNum02025212287
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 K STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0200371879
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01407248
IRS990/CashNonInterestBearingGrp/EOYAmt01413064
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05172
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05172
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05172
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FUNDED WELFARE BENEFITS PROVIDED UNDER THE UMWA 1992 BENEFIT PLAN FOR RETIREES OF COAL OPERATORS MAINTAINING I.R.C. SEC. 9711 HEALTH PLANS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.33
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LORRAINE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1SAMUEL RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2NORTHERN TRUST TRUSTEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt058424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt118904
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05172
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05172
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05172
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SECURE THE PROVISION OF HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01406066
IRS990/NetAssetsOrFundBalancesEOYAmt01411238
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt029260
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0255000
IRS990/PYRevenuesLessExpensesAmt0-225740
IRS990/PYTotalExpensesAmt0255000
IRS990/PYTotalRevenueAmt029260
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05172
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01406066
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01411238
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 1992 benefit plan retireee heath benefit reserve trust does not have any committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The management and staff of the plan have reviewed the prepared form 990 prior to signing and filling the form with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 1992 benefit plan as trust settler and sponsor requests staff, on annual basis, to review the organization's conflict of interest policy, to provide a list of potential conflicts of interest to management and to declare that, to the best of their knowledge, they have no other potential conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its governing documents, whistle blowing, conflict of interest and financial statements available to the public by providing copies upon request or inspection at the office of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMWA 1992 BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOARD OF TRUSTEES - UMWA 1992 BENEFIT PL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521805437
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1521805437
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c) 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MANAGEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02121 K STREET NW SUITE 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12121 K STREET NW SUITE 350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020037
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120037
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01407248
IRS990/TotalAssetsEOYAmt01413064
IRS990/TotalAssetsGrp/BOYAmt01407248
IRS990/TotalAssetsGrp/EOYAmt01413064
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01182
IRS990/TotalLiabilitiesEOYAmt01826
IRS990/TotalLiabilitiesGrp/BOYAmt01182
IRS990/TotalLiabilitiesGrp/EOYAmt01826
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01406066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01411238
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05172
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05172
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01407248
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01413064
IRS990/TotReportableCompRltdOrgAmt077328
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02121 K STREET NW 350
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200371879
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.UMWAFUNDS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL RODRIGUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01992 BENEFIT PLAN RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFIT RESERVE TRUST
ReturnHeader/Filer/BusinessNameControlTxt01992
ReturnHeader/Filer/EIN0223462890
ReturnHeader/Filer/PhoneNum02025212200
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 K STREET NW
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020037
ReturnHeader/ReturnTs02021-05-04T05:22:31-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODRIGUEZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,413,064
Liabilities
$1,826
Net assets
$1,411,238
Revenue
$5,172
Expenses
$0
Net income
$5,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.01$0.00$0.01
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.03$0.26$0.23
2018Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.03$0.00$0.03
2017Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.01$0.15$0.14
2016Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.00$1.96$1.95
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.00$4.59$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.00