Liabilities / Assets
50th percentile
Higher debt load relative to assets than 50% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
50th percentile
Higher debt load relative to assets than 50% of similar nonprofits.
Liabilities / Revenue
49th percentile
Higher debt load relative to revenue than 49% of similar nonprofits.
Net Margin
63rd percentile
Higher net margin than 63% 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
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Assets
Up$110,129,034
Up $3,003,772 (+2.8%) from 2014
Net Assets
Up$107,588,333
Up $3,166,091 (+3.0%) from 2014
Liabilities
Down$2,540,701
Down $162,319 (-6.0%) from 2014
Revenue
Down$45,969,950
Down $1,085,991 (-2.3%) from 2014
Expenses
Up$42,803,859
Up $1,166,653 (+2.8%) from 2014
Net Income
Down$3,166,091
Down $2,252,644 (-42%) from 2014
Welfare fund - health/medical benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $93,983,778 | $99,909,981 | ▲ $5,926,203 |
| Accounts Receivable | $5,049,923 | $4,933,167 | ▼ $116,756 |
| Savings and Temporary Cash Investments | $7,275,937 | $4,380,660 | ▼ $2,895,277 |
| Total Assets | $107,125,262 | $110,129,034 | ▲ $3,003,772 |
| Other Assets Total | $815,624 | $905,226 | ▲ $89,602 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $2,703,020 | $2,540,701 | ▼ $162,319 |
| Total Liabilities | $2,703,020 | $2,540,701 | ▼ $162,319 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $104,422,242 | $107,588,333 | ▲ $3,166,091 |
| Total Net Assets Fund Balance | $104,422,242 | $107,588,333 | ▲ $3,166,091 |
| Total Liabilities and Net Assets / Fund Balance | $107,125,262 | $110,129,034 | ▲ $3,003,772 |
| Name | Title |
|---|---|
| Bernie Corrigan | Trustee |
| Bill Rossi | Trustee |
| David Fiore | Trustee |
| Gary Pfarr | Trustee |
| James Estabrook | Trustee |
| Louis Vito | Trustee |
| Robert Renaldi | Trustee |
| Robert Williamson Iii | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Horizon Bc Bs | Contract Administrator | 3 PENN PLAZA EAST, Newark, NJ 07105 | $1,085,716 |
| Global Pharmaceutical Benefits LLC | Contract Administrator | 222 LAFAYETTE STREET, Newark, NJ 07105 | $601,222 |
| Fabian & Byrn LLC | Claims Processing | 204 EAGLE ROCK AVE, Roseland, NJ 07068 | $443,053 |
| Ie Shaffer Co | Third Party Administrator | 830 BEAR TAVERN ROAD, West Trenton, NJ 08628 | $343,106 |
| Premier Healyhcare Exchange INC | Claims Review | 2 CROSSROADS DRIVE, Bedminster, NJ 07921 | $300,256 |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,431,620 |
| 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 | $39,372,239 | - | - | $39,372,239 |
| All Other Expenses | $364,997 | $0 | $0 | $364,997 |
| Fees for Service Investment Mgmnt Fees | $205,177 | $0 | $0 | $205,177 |
| Fees for Services Accounting | $28,350 | $0 | $0 | $28,350 |
| Fees for Services Legal | $27,989 | $0 | $0 | $27,989 |
| Other Expenses | $9,346 | $0 | $0 | $9,346 |
| Conferences and Meetings | $882 | $0 | $0 | $882 |
| Total Functional Expenses | $42,803,859 | $0 | $0 | $42,803,859 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $42,893,901 |
| Total Expenses per Form 990 | $42,803,859 |
| Expenses per Audited Statements | $40,456,577 |
| Expenses Not Reported on Form 990 | $2,437,324 |
| Expenses Not Reported on Financial Statements | $2,347,282 |
| Other Expense Adjustments | $2,142,105 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization utilizes the services of i.e. Shaffer, a th”
“A third party administrator, and fabian & byrne, llc, a cl”
“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 may have 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 32692. 32692. 0. 0.”
“Collection fees reimb-102 pension/surety 8599. 8599. 0. 0.”
“Discount claim fees 43609. 43609. 0. 0.”
“Patient centered outcome fee 13872. 13872. 0. 0.”
“Payroll audit fees 56881. 56881. 0. 0.”
“Transitional reinsurance fees 209344. 209344. 0. 0.”
“Accrued health claims 12/31/14 included in benefit obligations statement.”
“Accrued health claims 12/31/15 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 | 2703020 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2540701 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 5049923 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4933167 |
| 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 | 364997 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 364997 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 39372239 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 39372239 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | IE SHAFFER PLAN ADMINISTRATORS |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6098836688 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 830 BEAR TAVERN ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WEST TRENTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 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 | 882 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 882 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1085716 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 601222 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 443053 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 343106 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 300256 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3 PENN PLAZA EAST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 222 LAFAYETTE STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 204 EAGLE ROCK AVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 830 BEAR TAVERN ROAD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 2 CROSSROADS DRIVE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | NEWARK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | NEWARK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | ROSELAND |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | WEST TRENTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | BEDMINSTER |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | NJ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 07105 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 07068 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 08628 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 07921 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | HORIZON BC BS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | GLOBAL PHARMACEUTICAL BENEFITS LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | FABIAN & BYRN LLC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | IE SHAFFER CO |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 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 | 39372239 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2671807 |
| IRS990/CYOtherExpensesAmt | 0 | 3431620 |
| IRS990/CYOtherRevenueAmt | 0 | -1847383 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 45145526 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3166091 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 42803859 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 45969950 |
| 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/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 | 27989 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 27989 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 205177 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 205177 |
| 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 | BERNIE CORRIGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GARY PFARR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVID FIORE |
| 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 | -640382 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 14466712 |
| IRS990/GrossReceiptsAmt | 0 | 61077044 |
| 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 | 3312189 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3312189 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 93983778 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 99909981 |
| IRS990/IRPDocumentCnt | 0 | 28 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 15107094 |
| 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 | 104422242 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 107588333 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -640382 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -640382 |
| 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 | 815624 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 905226 |
| IRS990/OtherExpensesGrp/Desc | 0 | ACTUARY |
| IRS990/OtherExpensesGrp/Desc | 1 | OFFICE, 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 | 17526 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2773353 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 9346 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4000 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 17526 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2773353 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 9346 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | UNREALIZED APPRECIATION OF INVESTMENTS |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | -1847383 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -1847383 |
| IRS990/OtherRevenueTotalAmt | 0 | -1847383 |
| 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/Desc | 0 | EMPLOYER & PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | MEDICARE DRUG SUBSIDY |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 44213913 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 924362 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 7251 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 38230562 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 3892881 |
| IRS990/PYOtherExpensesAmt | 0 | 3406644 |
| IRS990/PYOtherRevenueAmt | 0 | 429431 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 42733629 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 5418735 |
| IRS990/PYTotalExpensesAmt | 0 | 41637206 |
| IRS990/PYTotalRevenueAmt | 0 | 47055941 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 3166091 |
| 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 | 7275937 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 4380660 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 2437324 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 2347282 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 40456577 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 205177 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 205177 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 2437324 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 2142105 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 205177 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 45764773 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCRUED HEALTH CLAIMS 12/31/14 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | ACCRUED HEALTH CLAIMS 12/31/15 INCLUDED IN BENEFIT OBLIGATIONS STATEMENT |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt XII, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt XII, Line 4b |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 42803859 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 45969950 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 45764773 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 42893901 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION UTILIZES THE SERVICES OF I.E. SHAFFER, A TH |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A THIRD PARTY ADMINISTRATOR, AND FABIAN & BYRNE, LLC, A CL |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CLAIMS ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE AT A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | MEETING PRIOR TO THE FILING DATE, WHERE QUESTIONS THAT A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | TRUSTEE MAY HAVE 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | COLLECTION FEES - LEGAL 32692. 32692. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | COLLECTION FEES REIMB-102 PENSION/SURETY 8599. 8599. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | DISCOUNT CLAIM FEES 43609. 43609. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | PATIENT CENTERED OUTCOME FEE 13872. 13872. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | PAYROLL AUDIT FEES 56881. 56881. 0. 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | TRANSITIONAL REINSURANCE FEES 209344. 209344. 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 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Form 990, Part IX, Line 24e |
| IRS990/SchoolOperatingInd | 0 | false |
| 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 |
| IRS990/TotalAssetsBOYAmt | 0 | 107125262 |
| IRS990/TotalAssetsEOYAmt | 0 | 110129034 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 107125262 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 110129034 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 42803859 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 42803859 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 2703020 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2540701 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 2703020 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2540701 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 104422242 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 107588333 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 45145526 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 824424 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 45145526 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 45969950 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 107125262 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 110129034 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 104422242 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 107588333 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 5355 |
| IRS990/USAddress/CityNm | 0 | PARSIPPANY |
| IRS990/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/USAddress/ZIPCd | 0 | 07054 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| 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 | 2016-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IBEW LOCAL 102 WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IBEW |
| ReturnHeader/Filer/EIN | 0 | 226487222 |
| ReturnHeader/Filer/PhoneNum | 0 | 9738871718 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 5355 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PARSIPPANY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 07054 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SHAUGHNESSY GIELLA CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 420 ROUTE 46 EAST SUITE 4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FAIRFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NJ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 07004 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9738820228 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-11-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL GIELLA |
| ReturnHeader/ReturnTs | 0 | 2016-11-04T07:09:06-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.