Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Assets
Down$15,713,028
Down $230,100 (-1.4%) from 2017
Net Assets
Down$15,477,071
Down $227,238 (-1.4%) from 2017
Liabilities
Down$235,957
Down $2,862 (-1.2%) from 2017
Revenue
Up$9,750,378
Up $397,085 (+4.2%) from 2017
Expenses
Up$10,344,141
Up $2,369,320 (+30%) from 2017
Net Income
Down-$593,763
Down $1,972,235 (-143%) from 2017
The plan provides health and accident insurance coverage, disability, death, vision, prescription and dental benefits. The plan covers union members employed under the terms of a collective bargaining agreement, full time union employees and board of trustees.
Provide health & other benefits to eligible participants covered by collective bargaining agreement.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $15,757,618 | $15,477,071 | ▼ $280,547 |
| Investments in Publicly Traded Securities | $13,315,337 | $14,114,524 | ▲ $799,187 |
| Accounts Receivable | $998,823 | $961,100 | ▼ $37,723 |
| Cash and Non-Interest-Bearing Accounts | $1,667,997 | $631,982 | ▼ $1,036,015 |
| Prepaid Expenses and Deferred Charges | $14,280 | $5,422 | ▼ $8,858 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $15,996,437 | $15,713,028 | ▼ $283,409 |
| Liabilities | |||
| Other Liabilities | $76,507 | $129,029 | ▲ $52,522 |
| Accounts Payable and Accrued Expenses | $162,312 | $106,928 | ▼ $55,384 |
| Total Liabilities | $238,819 | $235,957 | ▼ $2,862 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $15,757,618 | $15,477,071 | ▼ $280,547 |
| Total Liabilities and Net Assets / Fund Balance | $15,996,437 | $15,713,028 | ▼ $283,409 |
| Name | Title |
|---|---|
| Doug Wilczek | Management Trustee |
| Gregg Bekelja | Management Trustee |
| Gregory Hardy | Management Trustee |
| Gregory Hess | Management Trustee |
| Jeffrey Wolff | Management Trustee |
| Clay Roach | Union Trustee |
| Jack Figured | Union Trustee |
| Joseph J Davis | Union Trustee |
| Joseph Smith | Union Trustee |
| Laine Gehres | Union Trustee |
| Lester Kauffman Iiix | Union Trustee |
| Melvin Watts | Union Trustee |
| Randy Eberly | Union Trustee |
| Thomas Smith | Union Trustee |
| Walter Sakowski | Union Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,156,784 |
| Salaries, Compensation, and Employee Benefits | $27,853 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $9,159,504 |
| Fees for Services Legal | - | - | - | $88,748 |
| Other Expenses | - | - | - | $76,407 |
| Office Expenses | - | - | - | $65,994 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $63,965 |
| Payroll Taxes | - | - | - | $27,853 |
| Fees for Services Accounting | - | - | - | $27,066 |
| Conferences and Meetings | - | - | - | $17,719 |
| Fees for Services Other | - | - | - | $9,089 |
| Insurance | - | - | - | $7,163 |
| All Other Expenses | - | - | - | $3,398 |
| Total Functional Expenses | $0 | $0 | $0 | $10,344,141 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $10,344,141 |
| Expenses per Audited Statements | $10,227,662 |
| Total Expenses per Audited Statements | $10,227,662 |
| Expenses Not Reported on Financial Statements | $116,479 |
| Other Expense Adjustments | $52,514 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Claims Payable | $102,703 |
| Employer Bond Deposits | $26,326 |
“The completed form 990 was presented to the board of trustees for signature. The board of trustees reviewed the form 990 before signing.”
“Available for inspection at the third party administrator's office upon request.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to april 30, 2016.”
“Change in benefits payable from prior year to current year 52,514.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 162312 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 106928 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 998823 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 961100 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3398 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 9159504 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2488139800 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 97 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TROY |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 480990097 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1667997 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 631982 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 17719 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 212497 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 140092 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 700 TOWER DRIVE SUITE 300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 644546 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | TROY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | PITTSBURGH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 480982808 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 152644546 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BENESYS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | CIGNA |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | THIRD PARTY ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PPO NETWORK ACCESS |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 9159504 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 490239 |
| IRS990/CYOtherExpensesAmt | 0 | 1156784 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 9260139 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -593763 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 27853 |
| IRS990/CYTotalExpensesAmt | 0 | 10344141 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9750378 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 9159504 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 27066 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 88748 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 9089 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 63965 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 10.00 |
| 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/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LESTER KAUFFMAN IIIX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MELVIN WATTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JACK FIGURED |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | RANDY EBERLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WALTER SAKOWSKI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOSEPH J DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | GREGG BEKELJA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | GREGORY HESS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | THOMAS SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JEFFREY WOLFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JOSEPH SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | GREGORY HARDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CLAY ROACH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LAINE GEHRES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | DOUG WILCZEK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | MANAGEMENT TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1961 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 137000 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 5910721 |
| IRS990/GrossReceiptsAmt | 0 | 15524099 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7163 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 353239 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 353239 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 13315337 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 14114524 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5773721 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT, FULL TIME UNION EMPLOYEES AND BOARD OF TRUSTEES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 15757618 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 15477071 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 137000 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 137000 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 313216 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 65994 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | RECIPROCAL PAYMENTS |
| IRS990/OtherExpensesGrp/Desc | 1 | CONTRACT ADMINISTRATION |
| IRS990/OtherExpensesGrp/Desc | 2 | PPO ACCESS FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | PRESCRIPTION, DENTAL & |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 441061 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 216082 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 140092 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 76407 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 76507 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 129029 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 27853 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 14280 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5422 |
| IRS990/PrincipalOfficerNm | 0 | LESTER W KAUFFMAN III |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | RECIPROCAL PLAN CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7960467 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 743847 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 555825 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7960467 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 743847 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 555825 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 6913793 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 418668 |
| IRS990/PYOtherExpensesAmt | 0 | 1048238 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8934625 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1378472 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 12790 |
| IRS990/PYTotalExpensesAmt | 0 | 7974821 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9353293 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -593763 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 15757618 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 15477071 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 116479 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 10227662 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 63965 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 63965 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 313216 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 52514 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 102703 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 26326 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CLAIMS PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | EMPLOYER BOND DEPOSITS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 313216 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 63965 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9686413 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2016. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR 52,514. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 10344141 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 129029 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9750378 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 9999629 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 10227662 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 3 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 4 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 5 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 231552288 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 410967099 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 2 | 231288830 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 3 | 232344847 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 4 | 231029270 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | MN |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 2 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 3 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 4 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 5 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 2 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 3 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 4 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 5 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CARETTI INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | FABCON LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | COST COMPANY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | ESHBACH BROTHERS INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | MASONRY PRESERVATION SERVICES |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 5 | ROMAN MOSAIC AND TILE CO INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 0 | 958027 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 1 | 2288300 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 2 | 382996 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 3 | 358068 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 4 | 379598 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt | 5 | 443500 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | PO BOX 331 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 1 | 611 WEST HIGHWAY 13 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 2 | 2400 ARDMORE BLVD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 3 | 1440 NORTH 9TH STREET |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 4 | PO BOX 324 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 5 | PO BOX 1567 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | CAMP HILL |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 1 | SAVAGE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 2 | PITTSBURGH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 3 | READING |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 4 | BERWICK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 5 | WEST CHESTER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 1 | MN |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 2 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 4 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 5 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 17001 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 1 | 55378 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 2 | 152215298 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 3 | 19604 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 4 | 18603 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 5 | 19380 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL UNION NO 5 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 251740666 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)5 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | PA |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.