Civic Intelligence

Dist Council Iron Workers Welfare Fund of Northern New Jersey

990 • Fiscal year 2020 • EIN 22-6041517

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization Profilewww.ironworkersfunds.com

View Organization Page

12 Edison PlaceSpringfield, NJ 07081

(973) 376-7230

Siviq Scores

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

Liabilities / Assets

64th percentile

0.08x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.14x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

59th percentile

8.7%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$282,978

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

42nd percentile

6.3%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-7.4%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$88,463,790

Up $5,264,537 (+6.3%) from 2019

Net Assets

Up

$81,230,663

Up $6,965,415 (+9.4%) from 2019

Liabilities

Down

$7,233,127

Down $1,700,878 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin59th percentile

Revenue

Down

$50,704,206

Down $4,024,094 (-7.4%) from 2019

Expenses

Down

$46,311,472

Down $3,887,932 (-7.7%) from 2019

Net Income

Down

$4,392,734

Down $136,162 (-3.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100M$50M$0Assets 2010: $21,724,770Liabilities 2010: $5,720,598Net Assets 2010: $16,004,1722010Assets 2011: $19,302,764Liabilities 2011: $3,309,139Net Assets 2011: $15,993,6252011Assets 2012: $28,616,296Liabilities 2012: $4,753,149Net Assets 2012: $23,863,1472012Assets 2013: $36,264,701Liabilities 2013: $5,560,635Net Assets 2013: $30,704,0662013Assets 2014: $49,761,480Liabilities 2014: $7,001,036Net Assets 2014: $42,760,4442014Assets 2015: $57,108,016Liabilities 2015: $7,824,805Net Assets 2015: $49,283,2112015Assets 2016: $62,676,862Liabilities 2016: $8,034,764Net Assets 2016: $54,642,0982016Assets 2017: $73,003,636Liabilities 2017: $8,539,390Net Assets 2017: $64,464,2462017Assets 2018: $77,533,470Liabilities 2018: $9,151,272Net Assets 2018: $68,382,1982018Assets 2019: $83,199,253Liabilities 2019: $8,934,005Net Assets 2019: $74,265,2482019Assets 2020: $88,463,790Liabilities 2020: $7,233,127Net Assets 2020: $81,230,6632020Assets 2021: $86,304,874Liabilities 2021: $7,119,624Net Assets 2021: $79,185,2502021Assets 2022: $71,862,811Liabilities 2022: $7,464,514Net Assets 2022: $64,398,2972022Assets 2023: $66,938,989Liabilities 2023: $7,489,901Net Assets 2023: $59,449,0882023Assets 2024: $63,772,032Liabilities 2024: $8,216,873Net Assets 2024: $55,555,1592024

Highlighted filing

2020

Assets$88,463,790
Liabilities$7,233,127
Net Assets$81,230,663
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $38,343,6092010Expenses 2011: $30,595,5982011Expenses 2012: $27,424,9062012Revenue 2013: $35,983,479Expenses 2013: $29,592,366Net Income 2013: $6,391,1132013Revenue 2014: $44,232,081Expenses 2014: $33,543,955Net Income 2014: $10,688,1262014Revenue 2015: $48,623,156Expenses 2015: $40,830,445Net Income 2015: $7,792,7112015Revenue 2016: $48,677,073Expenses 2016: $42,804,048Net Income 2016: $5,873,0252016Revenue 2017: $54,521,838Expenses 2017: $44,725,070Net Income 2017: $9,796,7682017Revenue 2018: $60,206,287Expenses 2018: $50,252,181Net Income 2018: $9,954,1062018Revenue 2019: $54,728,300Expenses 2019: $50,199,404Net Income 2019: $4,528,8962019Revenue 2020: $50,704,206Expenses 2020: $46,311,472Net Income 2020: $4,392,7342020Revenue 2021: $44,185,744Expenses 2021: $48,711,897Net Income 2021: -$4,526,1532021Revenue 2022: $39,989,422Expenses 2022: $48,575,744Net Income 2022: -$8,586,3222022Revenue 2023: $42,065,543Expenses 2023: $45,856,847Net Income 2023: -$3,791,3042023Revenue 2024: $44,268,409Expenses 2024: $47,328,085Net Income 2024: -$3,059,6762024

Highlighted filing

2020

Revenue$50,704,206
Expenses$46,311,472
Net Income$4,392,734
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$74,701,826
Mission and Program Overview

Mission

To provide health benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$74,265,248$81,230,663▲ $6,965,415
Investments in Publicly Traded Securities$66,624,332$70,530,846▲ $3,906,514
Cash and Non-Interest-Bearing Accounts$12,424,402$14,198,859▲ $1,774,457
Accounts Receivable$3,578,938$2,998,337▼ $580,601
Land, Buildings, and Equipment, Net$152,307$124,116▼ $28,191
Prepaid Expenses and Deferred Charges$34,178$59,593▲ $25,415
Total Assets$83,199,253$88,463,790▲ $5,264,537
Other Assets Total$385,096$552,039▲ $166,943
Liabilities
Other Liabilities$8,795,944$7,102,721▼ $1,693,223
Accounts Payable and Accrued Expenses$138,061$130,406▼ $7,655
Total Liabilities$8,934,005$7,233,127▼ $1,700,878
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,265,248$81,230,663▲ $6,965,415
Total Liabilities and Net Assets / Fund Balance$83,199,253$88,463,790▲ $5,264,537

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$124,116$858,371$982,487
Land$0--
Other Assets Org$552,039--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raymond WoodallUnion Trustee--$282,978$282,978
Michael MckernanUnion Trustee--$282,964$282,964
Richard MalcolmUnion Trustee--$282,960$282,960
Michael LeslieUnion Trustee--$282,959$282,959
William a KolfenbachFund AdministratorFT$179,461$75,175$254,636
William a Kolfenbach--$179,461$75,175$254,636

Board Members and Trustees

NameTitle
David MurawskiEmployer Trustee
Fred ArcherEmployer Trustee
Jack Kocsis JrEmployer Trustee
Robert ShawEmployer Trustee
Stephen SweeneyUnion Trustee
Michael Leslie-
Michael Mckernan-
Raymond Woodall-
Richard Malcolm-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$49,122,794
Investment Income
$1,304,926
Other Revenue
$276,486
Change in Net Assets
$4,392,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,964,527
Revenue Not Reported on Financial Statements
$1,739,679
Revenue Not Reported on Form 990
$2,572,681
Other Revenue Adjustments
$1,614,880
Total Revenue per Audited Statements
$51,537,208
Total Revenue per Form 990
$50,704,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,838,186
Other Expenses$1,475,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$42,998,286
Other Salaries and Wages$0$0$0$1,000,868
Other Employee Benefits$0$0$0$750,402
Information Technology$0$0$0$395,521
Occupancy$0$0$0$342,012
Fees for Services Legal$0$0$0$152,254
Fees for Service Investment Mgmnt Fees$0$0$0$124,799
Payroll Taxes$0$0$0$86,916
Insurance$0$0$0$79,435
Fees for Services Other$0$0$0$79,199
Office Expenses$0$0$0$60,400
Fees for Services Accounting$0$0$0$42,500
Conferences and Meetings$0$0$0$38,368
Other Expenses$0$0$0$30,416
Depreciation Depletion$0$0$0$28,191
All Other Expenses$0$0$0$14,459
Travel$0$0$0$12,429
Total Functional Expenses$0$0$0$46,311,472

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$46,311,472
Total Expenses per Audited Statements$46,229,958
Expenses per Audited Statements$44,571,793
Expenses Not Reported on Financial Statements$1,739,679
Expenses Not Reported on Form 990$1,658,165
Other Expense Adjustments$1,614,880
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$7,102,721
Due to Related Funds$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ironworkers Local 11 Welfare Fund
EIN
22-6041517
Phone
9733767230
Address
12 EDISON PLACE, SPRINGFIELD, NJ 07081

Signing Officer

Name
William Kolfenbach Jr
Title
Administrator
Phone
9733767230
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Kolfenbach Jr
Formed
1950
Legal Domicile
Nj
Voting Board Members
9
Independent Board Members
5
Employees
14
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Organization is provided with a draft copy of the return prior to filing. The Administrator, a member of the governing body (Co-Chairman) and Legal Council review the return for completeness and accuracy. The Organization then provides a signed Form 8879-EO indicating that they have reviewed the return, that it is true, correct and complete, and that they are authorizing the third party to e-file the return.”

Pt VI, Line 19

“The Organization will furnish a copy of Form 990 upon request.”

Pt XII, Line 2C

“The Trustees assume responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

Financial Statement Notes

Pt XI, Line 4B

“Administrative overhead allocation reimbursement netted against expenses on the financial statements.”

Pt XII, Line 4B

“Administrative overhead allocation reimbursement netted against expenses on the financial statements.”

Pt XII, Line 2D

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 599 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/BOYAmt0138061
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0130406
IRS990/AccountsReceivableGrp/BOYAmt03578938
IRS990/AccountsReceivableGrp/EOYAmt02998337
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS.
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt014459
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt042998286
IRS990/BooksInCareOfDetail/PersonNm0THE FUND
IRS990/BooksInCareOfDetail/PhoneNum09733767230
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012 EDISON PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007081
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt012424402
IRS990/CashNonInterestBearingGrp/EOYAmt014198859
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt038368
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt042998286
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01304926
IRS990/CYOtherExpensesAmt01475000
IRS990/CYOtherRevenueAmt0276486
IRS990/CYProgramServiceRevenueAmt049122794
IRS990/CYRevenuesLessExpensesAmt04392734
IRS990/CYSalariesCompEmpBnftPaidAmt01838186
IRS990/CYTotalExpensesAmt046311472
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt050704206
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt028191
IRS990/Desc0CONTRIBUTIONS TO THE FUND ARE MADE BY ALL EMPLOYERS TO THE FUND BY USE OF A VOUCHER SYSTEM SUBJECT TO A COLLECTIVE BARGAINING AGREEMENT WITH THE DISTRICT COUNCIL IRONWORKERS OF NORTHERN NEW JERSEY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt042500
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0152254
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt079199
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0124799
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5116874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6116874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7116874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8116874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt975175
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED ARCHER
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK KOCSIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MURAWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHEN SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm5RAYMOND WOODALL
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL MCKERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD MALCOLM
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM A KOLFENBACH
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/ReportableCompFromOrgAmt9179461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5166104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6166090
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7166085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8166086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-697347
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023300273
IRS990/GrossReceiptsAmt074701826
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt0395521
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt079435
IRS990/InvestmentIncomeGrp/ExclusionAmt02002273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02002273
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt066624332
IRS990/InvestmentsPubTradedSecGrp/EOYAmt070530846
IRS990/IRPDocumentCnt050
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0858371
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0152307
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0124116
IRS990/LandBldgEquipCostOrOtherBssAmt0982487
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023997620
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt074265248
IRS990/NetAssetsOrFundBalancesEOYAmt081230663
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-697347
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-697347
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02572681
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt0342012
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt060400
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0385096
IRS990/OtherAssetsTotalGrp/EOYAmt0552039
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0750402
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt023677
IRS990/OtherExpensesGrp/TotalAmt11564
IRS990/OtherExpensesGrp/TotalAmt249776
IRS990/OtherExpensesGrp/TotalAmt330416
IRS990/OtherLiabilitiesGrp/BOYAmt08795944
IRS990/OtherLiabilitiesGrp/EOYAmt07102721
IRS990/OtherRevenueMiscGrp/BusinessCd0230000
IRS990/OtherRevenueMiscGrp/BusinessCd1230000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1INTEREST - DELINQUENT EMPLOYERS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0206693
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt169793
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0206693
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt169793
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0276486
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt01000868
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt086916
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034178
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt059593
IRS990/PrincipalOfficerNm0WILLIAM KOLFENBACH JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/BusinessCd3230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2FUND EMPLOYEE PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSED EXPENSES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt046836554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1356720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2314640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31614880
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt046912088
IRS990/PYInvestmentIncomeAmt04069307
IRS990/PYOtherExpensesAmt01351875
IRS990/PYOtherRevenueAmt0133281
IRS990/PYProgramServiceRevenueAmt050525712
IRS990/PYRevenuesLessExpensesAmt04528896
IRS990/PYSalariesCompEmpBnftPaidAmt01935441
IRS990/PYTotalExpensesAmt050199404
IRS990/PYTotalRevenueAmt054728300
IRS990/ReconcilationRevenueExpnssAmt04392734
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt074265248
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt081230663
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0124116
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0858371
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0982487
IRS990ScheduleD/ExpensesNotReportedAmt01658165
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01739679
IRS990ScheduleD/ExpensesSubtotalAmt044571793
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0124799
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0124799
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02572681
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0552039
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BLUE CROSS / BLUE SHIELD SECURITY DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt01658165
IRS990ScheduleD/OtherExpensesNotIncludedAmt01614880
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07102721
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01614880
IRS990ScheduleD/RevenueNotReportedAmt02572681
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01739679
IRS990ScheduleD/RevenueSubtotalAmt048964527
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Administrative overhead allocation reimbursement netted against expenses on the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Administrative overhead allocation reimbursement netted against expenses on the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Change in benefit obligations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0124116
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0552039
IRS990ScheduleD/TotalExpensesPerForm990Amt046311472
IRS990ScheduleD/TotalLiabilityAmt07102721
IRS990ScheduleD/TotalRevenuePerForm990Amt050704206
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051537208
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046229958
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4179461
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0166104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1166090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2166085
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3166086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00

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
$88,463,790
Liabilities
$7,233,127
Net assets
$81,230,663
Revenue
$50,704,206
Expenses
$46,311,472
Net income
$4,392,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.8$8.22$55.6$44.3$47.3$3.06
2023Detailed filing. Detailed filing data is available for this year.$66.9$7.49$59.4$42.1$45.9$3.79
2022Detailed filing. Detailed filing data is available for this year.$71.9$7.46$64.4$40.0$48.6$8.59
2021Detailed filing. Detailed filing data is available for this year.$86.3$7.12$79.2$44.2$48.7$4.53
2020Detailed filing. Detailed filing data is available for this year.$88.5$7.23$81.2$50.7$46.3$4.39
2019Detailed filing. Detailed filing data is available for this year.$83.2$8.93$74.3$54.7$50.2$4.53
2018Detailed filing. Detailed filing data is available for this year.$77.5$9.15$68.4$60.2$50.3$9.95
2017Detailed filing. Detailed filing data is available for this year.$73.0$8.54$64.5$54.5$44.7$9.80
2016Detailed filing. Detailed filing data is available for this year.$62.7$8.03$54.6$48.7$42.8$5.87
2015Detailed filing. Detailed filing data is available for this year.$57.1$7.82$49.3$48.6$40.8$7.79
2014Detailed filing. Detailed filing data is available for this year.$49.8$7.00$42.8$44.2$33.5$10.7
2013Summary only. Only limited summary data is available for this year.$36.3$5.56$30.7$36.0$29.6$6.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$4.75$23.9$27.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$3.31$16.0$30.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$5.72$16.0$38.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $50M-$100M nonprofits