Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Liabilities / Revenue
57th percentile
Higher debt load relative to revenue than 57% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$101,626,779
Up $5,750,027 (+6.0%) from 2012
Net Assets
Up$99,003,507
Up $4,826,417 (+5.1%) from 2012
Liabilities
Up$2,623,272
Up $923,610 (+54%) from 2012
Revenue
$46,332,730
No earlier filing loaded for comparison.
Expenses
Down$41,506,313
Down $760,853 (-1.8%) from 2012
Net Income
$4,826,417
No earlier filing loaded for comparison.
Welfare fund - health/medical benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $84,544,709 | $87,725,498 | ▲ $3,180,789 |
| Savings and Temporary Cash Investments | $4,867,551 | $8,226,136 | ▲ $3,358,585 |
| Accounts Receivable | $6,014,492 | $4,957,848 | ▼ $1,056,644 |
| Total Assets | $95,876,752 | $101,626,779 | ▲ $5,750,027 |
| Other Assets Total | $450,000 | $717,297 | ▲ $267,297 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $1,699,662 | $2,623,272 | ▲ $923,610 |
| Total Liabilities | $1,699,662 | $2,623,272 | ▲ $923,610 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $94,177,090 | $99,003,507 | ▲ $4,826,417 |
| Total Net Assets Fund Balance | $94,177,090 | $99,003,507 | ▲ $4,826,417 |
| Total Liabilities and Net Assets / Fund Balance | $95,876,752 | $101,626,779 | ▲ $5,750,027 |
| Name | Title |
|---|---|
| Bernie Corrigan | Trustee |
| Bill Rossi | Trustee |
| Gary Pfarr | Trustee |
| James Estabrook | Trustee |
| Louis Vito | Trustee |
| Patrick Delle Cava | Trustee |
| Robert Renaldi | Trustee |
| Robert Williamson Iii | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Horizon Bc Bs | Contract Administrator | - | $624,214 |
| Premier Healyhcare Exchange INC | Claims Review | - | $531,803 |
| Fabian & Byrn LLC | Claims Processing | - | $444,545 |
| Ie Shaffer Co | Third Party Administrator | - | $345,786 |
| Global Pharmaceutical Benefits LLC | Contract Administrator | - | $168,098 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,692,626 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $38,813,687 | - | - | $38,813,687 |
| Fees for Service Investment Mgmnt Fees | $179,415 | $0 | $0 | $179,415 |
| All Other Expenses | $106,165 | $0 | $0 | $106,165 |
| Fees for Services Accounting | $28,350 | $0 | $0 | $28,350 |
| Fees for Services Legal | $21,567 | $0 | $0 | $21,567 |
| Other Expenses | $7,268 | $0 | $0 | $7,268 |
| Conferences and Meetings | $767 | $0 | $0 | $767 |
| Total Functional Expenses | $41,506,313 | $0 | $0 | $41,506,313 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $41,506,313 |
| Total Expenses per Audited Statements | $40,551,053 |
| Expenses per Audited Statements | $39,154,936 |
| Expenses Not Reported on Financial Statements | $2,351,377 |
| Other Expense Adjustments | $2,171,962 |
| Expenses Not Reported on Form 990 | $1,396,117 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization utilizes the services of i.e. Shaffer,”
“A third party administrator, and fabian & byrn, llc,”
“A CLAIMS ADMINISTRATOR.”
“A copy of the form 990 is provided to each trustee at a meeting”
“Prior to the filing date, where questions that a trustee has”
“ARE ADDRESSED.”
“The organization has a regularly scheduled quarterly”
“Meeting where it monitors compliance with the policy.”
“No compensation - employee benefit plan”
“The documents are available to participants and the public upon request”
“Collection fees - legal 36166. 36166. 0. 0. Collection fees reimb-102 pension/surety 17486. 17486. 0. 0. Discount claim fees 12184. 12184. 0. 0. Patient centered outcome fee 6890. 6890. 0. 0. Payroll audit fees 33439. 33439. 0. 0.”
“Accrued health claims 12/31/12 included in benefit obligations statement”
“Accrued health claims 12/31/13 included in benefit obligations statement”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 1699662 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2623272 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 6014492 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4957848 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | WELFARE FUND - HEALTH/MEDICAL BENEFITS |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 106165 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 106165 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 38813687 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 38813687 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | IE SHAFFER PLAN ADMINISTRATORS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6098836688 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 830 BEAR TAVERN ROAD |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | WEST TRENTON |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 08628 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 767 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 767 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 624214 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 168098 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 444545 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 345786 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 531803 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 3 PENN PLAZA EAST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 1 | 222 LAFAYETTE STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 2 | 204 EAGLE ROCK AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 3 | 830 BEAR TAVERN ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 4 | 2 CROSSROADS DRIVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | NEWARK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 1 | NEWARK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 2 | ROSELAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 3 | WEST TRENTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 4 | BEDMINSTER |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 1 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 2 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 3 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 4 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 1 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 2 | 07068 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 3 | 08628 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 4 | 07921 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | HORIZON BC BS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 1 | GLOBAL PHARMACEUTICAL BENEFITS LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 2 | FABIAN & BYRN LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 3 | IE SHAFFER CO |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 4 | PREMIER HEALYHCARE EXCHANGE INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONTRACT ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | CLAIMS PROCESSING |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | CLAIMS REVIEW |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 38813687 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5166690 |
| IRS990/CYOtherExpensesAmt | 0 | 2692626 |
| IRS990/CYOtherRevenueAmt | 0 | -3808015 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 44974055 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4826417 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 41506313 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 46332730 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | PROVIDING HEALTH & MEDICAL BENEFITS TO THE PARTICIPANTS |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 41506313 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 28350 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 28350 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 21567 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 21567 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 179415 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 179415 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JAMES ESTABROOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | PATRICK DELLE CAVA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GARY PFARR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BERNIE CORRIGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LOUIS VITO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BILL ROSSI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ROBERT WILLIAMSON III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ROBERT RENALDI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1991 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2371091 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 25844328 |
| IRS990/GrossReceiptsAmt | 0 | 69805967 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2795599 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2795599 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 84544709 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 87725498 |
| IRS990/IRPDocumentCnt | 0 | 64 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 23473237 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | WELFARE FUND - HEALTH/MEDICAL BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 94177090 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 99003507 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 2371091 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2371091 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 450000 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 717297 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACTUARY |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING & POSTAGE |
| IRS990/OtherExpensesGrp/Desc | 2 | CONTRACT ADMINISTRATOR FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | INSURANCE |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 4000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 8325 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2336769 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 7268 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4000 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 8325 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2336769 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 7268 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | UNREALIZED APPRECIATION OF INVESTMENTS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | -3808015 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -3808015 |
| IRS990/OtherRevenueTotalAmt | 0 | -3808015 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | BERNARD CORRIGAN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER & PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEDICARE DRUG SUBSIDY |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | STOP LOSS INSURANCE REIMBURSEMENT |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | OTHER |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 44030664 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 590982 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 334342 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 18067 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 39814741 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 3561948 |
| IRS990/PYOtherExpensesAmt | 0 | 2452425 |
| IRS990/PYOtherRevenueAmt | 0 | 1327715 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 41758167 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 4380664 |
| IRS990/PYTotalExpensesAmt | 0 | 42267166 |
| IRS990/PYTotalRevenueAmt | 0 | 46647830 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 4826417 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 4867551 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 8226136 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 1396117 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 2351377 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 39154936 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 179415 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 179415 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 1396117 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 2171962 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 179415 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 46153315 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCRUED HEALTH CLAIMS 12/31/12 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | ACCRUED HEALTH CLAIMS 12/31/13 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt XII Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt XII Line 4b |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 41506313 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 46332730 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 46153315 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 40551053 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION UTILIZES THE SERVICES OF I.E. SHAFFER, |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A THIRD PARTY ADMINISTRATOR, AND FABIAN & BYRN, LLC, |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | A CLAIMS ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE AT A MEETING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PRIOR TO THE FILING DATE, WHERE QUESTIONS THAT A TRUSTEE HAS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ARE ADDRESSED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE ORGANIZATION HAS A REGULARLY SCHEDULED QUARTERLY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MEETING WHERE IT MONITORS COMPLIANCE WITH THE POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | NO COMPENSATION - EMPLOYEE BENEFIT PLAN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | THE DOCUMENTS ARE AVAILABLE TO PARTICIPANTS AND THE PUBLIC UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | COLLECTION FEES - LEGAL 36166. 36166. 0. 0. COLLECTION FEES REIMB-102 PENSION/SURETY 17486. 17486. 0. 0. DISCOUNT CLAIM FEES 12184. 12184. 0. 0. PATIENT CENTERED OUTCOME FEE 6890. 6890. 0. 0. PAYROLL AUDIT FEES 33439. 33439. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Pt VI, Line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part IX, Line 24f |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 101626779 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 95876752 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 101626779 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
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| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 41506313 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 41506313 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1699662 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2623272 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1699662 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2623272 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 94177090 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 99003507 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 41506313 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 44974055 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 1358675 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 44974055 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 46332730 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 95876752 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 101626779 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 94177090 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 99003507 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | PO BOX 5355 |
| IRS990/USAddress/City | 0 | PARSIPPANY |
| IRS990/USAddress/State | 0 | NJ |
| IRS990/USAddress/ZIPCode | 0 | 07054 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BERNARD CORRIGAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9738871718 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | IBEW LOCAL 102 WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IBEW |
| ReturnHeader/Filer/EIN | 0 | 226487222 |
| ReturnHeader/Filer/PhoneNum | 0 | 9738871718 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 5355 |
| ReturnHeader/Filer/USAddress/City | 0 | PARSIPPANY |
| ReturnHeader/Filer/USAddress/State | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 07054 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | SHAUGHNESSY GIELLA CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 420 ROUTE 46 EAST SUITE 4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | FAIRFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NJ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 07004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9738820228 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL GIELLA |
| ReturnHeader/ReturnTs | 0 | 2014-10-20T20:46:39-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.