Civic Intelligence

Building Trades Health and Welfare Fund

EIN 23-1700500 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

To provide medical benefits to members of a trade union, their spouses and their dependents.

650 Ridge Road 300Pittsburgh, PA 15205-9503

www.carpenterscombinedfunds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $59,368,572 (-100%) from 2021

Liabilities

Down

$0

Down $70,617 (-100%) from 2021

Net Assets

Down

$0

Down $59,297,955 (-100%) from 2021

Operations
Liabilities / Revenue38th percentileNet Margin7th percentile

Revenue

Down

$7,684,380

Down $13,175,128 (-63%) from 2021

Expenses

Down

$14,542,748

Down $6,700,130 (-32%) from 2021

Net Income

Down

-$6,858,368

Down $6,474,998 (-1689%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $30,967,953Liabilities 2011: $54,571Net Assets 2011: $30,913,3822011Assets 2012: $30,676,294Liabilities 2012: $154,860Net Assets 2012: $30,521,4342012Assets 2013: $33,242,111Liabilities 2013: $161,543Net Assets 2013: $33,080,5682013Assets 2014: $36,510,558Liabilities 2014: $171,692Net Assets 2014: $36,338,8662014Assets 2015: $39,067,059Liabilities 2015: $206,398Net Assets 2015: $38,860,6612015Assets 2016: $40,397,481Liabilities 2016: $44,238Net Assets 2016: $40,353,2432016Assets 2017: $46,100,585Liabilities 2017: $173,955Net Assets 2017: $45,926,6302017Assets 2018: $50,441,548Liabilities 2018: $227,176Net Assets 2018: $50,214,3722018Assets 2019: $53,748,053Liabilities 2019: $227,183Net Assets 2019: $53,520,8702019Assets 2020: $51,480,100Liabilities 2020: $169,279Net Assets 2020: $51,310,8212020Assets 2021: $59,368,572Liabilities 2021: $70,617Net Assets 2021: $59,297,9552021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $15,017,9182011Expenses 2012: $16,056,3972012Expenses 2013: $14,407,0402013Revenue 2014: $18,509,416Expenses 2014: $14,773,301Net Income 2014: $3,736,1152014Revenue 2015: $19,185,131Expenses 2015: $15,429,225Net Income 2015: $3,755,9062015Revenue 2016: $18,963,605Expenses 2016: $16,041,826Net Income 2016: $2,921,7792016Revenue 2017: $21,025,912Expenses 2017: $17,941,500Net Income 2017: $3,084,4122017Revenue 2018: $22,776,076Expenses 2018: $19,635,943Net Income 2018: $3,140,1332018Revenue 2019: $24,471,745Expenses 2019: $20,136,720Net Income 2019: $4,335,0252019Revenue 2020: $20,281,989Expenses 2020: $20,621,442Net Income 2020: -$339,4532020Revenue 2021: $20,859,508Expenses 2021: $21,242,878Net Income 2021: -$383,3702021Revenue 2022: $7,684,380Expenses 2022: $14,542,748Net Income 2022: -$6,858,3682022

Highlighted filing

2022

Revenue$7,684,380
Expenses$14,542,748
Net Income-$6,858,368
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$7,684,380
Expenses
$14,542,748
Net income
-$6,858,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.68$14.5$6.86
2021Detailed filing. Detailed filing data is available for this year.$59.4$0.07$59.3$20.9$21.2$0.38
2020Detailed filing. Detailed filing data is available for this year.$51.5$0.17$51.3$20.3$20.6$0.34
2019Detailed filing. Detailed filing data is available for this year.$53.7$0.23$53.5$24.5$20.1$4.34
2018Detailed filing. Detailed filing data is available for this year.$50.4$0.23$50.2$22.8$19.6$3.14
2017Detailed filing. Detailed filing data is available for this year.$46.1$0.17$45.9$21.0$17.9$3.08
2016Detailed filing. Detailed filing data is available for this year.$40.4$0.04$40.4$19.0$16.0$2.92
2015Detailed filing. Detailed filing data is available for this year.$39.1$0.21$38.9$19.2$15.4$3.76
2014Detailed filing. Detailed filing data is available for this year.$36.5$0.17$36.3$18.5$14.8$3.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.2$0.16$33.1$14.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$0.15$30.5$16.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$0.05$30.9$15.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
May 24, 2024
Return Version
2021v4.2
Gross Receipts
$7,684,380
Mission and Program Overview

Mission

Participants receive medical, dental, vision, surgical, hospital, major medical, prescription, wellness, death and disability benefits

To provide medical benefits to members of a trade union, their spouses and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$59,297,955$0▼ $59,297,955
Investments in Publicly Traded Securities$49,029,464$0▼ $49,029,464
Investments Other Securities$5,776,209$0▼ $5,776,209
Accounts Receivable$3,672,722$0▼ $3,672,722
Cash and Non-Interest-Bearing Accounts$558,060$0▼ $558,060
Savings and Temporary Cash Investments$170,941$0▼ $170,941
Prepaid Expenses and Deferred Charges$113,859$0▼ $113,859
Land, Buildings, and Equipment, Net$1,012$0▼ $1,012
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$59,368,571$0▼ $59,368,571
Other Assets Total$46,304$0▼ $46,304
Liabilities
Accounts Payable and Accrued Expenses$70,616$0▼ $70,616
Total Liabilities$70,616$0▼ $70,616
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,297,955$0▼ $59,297,955
Total Liabilities and Net Assets / Fund Balance$59,368,571$0▼ $59,368,571
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
William SprouleChairman - Labor Trustee
David D DaquelenteCo-chairman - Management Trustee
Donald J MadejaLabor Trustee
Joel L NiecgorskiLabor Trustee
Kenneth W UmbelLabor Trustee
Paul a Simpson IiiLabor Trustee
Richard F FoleyLabor Trustee
Sean P FoleyLabor Trustee
Wade J BaumgartnerLabor Trustee
Frederick EpiscopoManagement Trustee
John MorrisManagement Trustee
Raymond a Volpatt JrManagement Trustee
Robert BuechelManagement Trustee
Robert F LeaheyManagement Trustee
Robert M Cane IiManagement Trustee
Thomas BeggsManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,672,106
Investment Income
$1,393,345
Other Revenue
$618,929
Change in Net Assets
$-6,858,368

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,684,380
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,684,380
Total Revenue per Form 990
$7,684,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$326,522
Salaries, Compensation, and Employee Benefits$97,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,118,406
Other Salaries and Wages---$97,820
Fees for Services Accounting---$60,269
Insurance---$43,715
Fees for Services Legal---$39,990
Other Expenses---$13,504
Occupancy---$12,912
Fees for Service Investment Mgmnt Fees---$3,867
Total Functional Expenses$0$0$0$14,542,748

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,542,748
Total Expenses per Audited Statements$14,542,748
Total Expenses per Form 990$14,542,748
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

Governance Explanations

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

“The form 990 is prepared by certified public accountants. Upon completion it is reviewed by the controller, chairman and co-chairman before final submission.”

Form 990, Part VI, Section C, Line 19

“The governing documents and all financial statements are maintained in the administrative office and are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Building Trades Health and Welfare Fund
EIN
23-1700500
Phone
4129225330
Address
650 RIDGE ROAD 300, PITTSBURGH, PA 15205-9503

Signing Officer

Name
William Sproule
Title
Chairman
Phone
4129225330
Signed
2024-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Sproule
Formed
1950
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
25
Volunteers
0

Preparer

Firm
Henry Rossi & Co Llp
Address
50 SECO ROAD SUITE A, MONROEVILLE, PA 15146
Preparer
Timothy Schneider CPA
Phone
4128564880
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers due to merger -51,926,325. Transfers due to merger after 4/30/22 -513,262.”

Part XII Line 2C

“The fund's board of trustees assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service has determined that the fund is qualified under section 501(c)(9) of the internal revenue code and is exempt from income tax under section 501(a) of the code. The fund administrator and the fund's legal counsel believe that the fund is currently designed and being appreciated in compliance with the applicable requirements of the internal revenue code. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 460 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIRMAN - LABOR TRUSTEE
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07684380
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt043715
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01393345
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01393345
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05776209
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt049029464
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01012
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt059297955
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt012912
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046304
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-52439587
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1ACTUARIAL SERVICES
IRS990/OtherExpensesGrp/TotalAmt0152265
IRS990/OtherExpensesGrp/TotalAmt113504
IRS990/OtherOrganizationDsc0EMPLOYEE BENEFIT PLAN
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0NET CHANGE IN FAIR VAL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0618929
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0618929
IRS990/OtherRevenueTotalAmt0618929
IRS990/OtherSalariesAndWagesGrp/TotalAmt097820
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113859
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM SPROULE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05173813
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1498293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05173813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1498293
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018913662
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011153253
IRS990/PYOtherExpensesAmt01631378
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017635543
IRS990/PYRevenuesLessExpensesAmt07987134
IRS990/PYSalariesCompEmpBnftPaidAmt0256622
IRS990/PYTotalExpensesAmt020801662
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028788796
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-6858368
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07684380
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt059297955
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0170941
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014542748
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07684380
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FUND IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) OF THE CODE. THE FUND ADMINISTRATOR AND THE FUND'S LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING APPRECIATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt014542748
IRS990ScheduleD/TotalRevenuePerForm990Amt07684380
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07684380
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014542748
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ON SEPTEMBER 28, 2021, THE FUND ENTERED INTO A MERGER AGREEMENT TO TRANSFER ALL ASSETS AND LIABILITIES OF THE FUND TO THE GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN AS OF JANUARY 1, 2022, INCLUDING AMOUNTS RECEIVABLE FOR, AND PAYABLE BY THE FUND ANYTIME THEREAFTER. THE FAIR VALUE OF THE ASSETS TRANSFERRED ON DECEMBER 31, 2021 WAS $44,297,927. ADDITIONAL ASSETS OF $7,628,398 WERE TRANSFERRED BETWEEN JANUARY 1, 2022 AND APRIL 30, 2022. THE REMAINING $513,262 IN ASSETS WAS TRANSFERRED BETWEEN MAY 1, 2022 AND DECEMBER 31, 2022. THE LIABILITIES AND OBLIGATIONS WERE TRANSFERRED ON JANUARY 1, 2022 AND THE FUND CEASED OPERATIONS.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1GREATER PENNSYLVANIA CARPENTERS' MEDICAL PLAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12022-04-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0237007718
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1237007718
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt044297927
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt17628398
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)9
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)9
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0650 RIDGE ROAD 300
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1650 RIDGE ROAD 300
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PITTSBURGH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1PITTSBURGH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd015205
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd115205
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY CERTIFIED PUBLIC ACCOUNTANTS. UPON COMPLETION IT IS REVIEWED BY THE CONTROLLER, CHAIRMAN AND CO-CHAIRMAN BEFORE FINAL SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND ALL FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFERS DUE TO MERGER -51,926,325. TRANSFERS DUE TO MERGER AFTER 4/30/22 -513,262.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0INFORMATION IS MAINTAINED BY THE FUND ADMINISTRATOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INFORMATION IS MAINTAINED BY THE FUND ADMINISTRATOR
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0RELATED ORGANIZATIONS ARE CONTRIBUTING EMPLOYERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R PARTS II AND IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt059368571
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt059368571
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/TotalAmt014542748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070616
IRS990/TotalLiabilitiesEOYAmt00

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