Civic Intelligence

Gmp-Employers Retiree Trust

990 • Fiscal year 2013 • EIN 23-6411794

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 18, 2014

Organization ProfileWWW.GMPTRUST.COM

View Organization Page

5245 Big Pine Way SE33907

(239) 936-6242

Siviq Scores

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

Liabilities / Assets

55th percentile

0.02x

Higher debt load relative to assets than 55% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

72nd percentile

0.14x

Higher debt load relative to revenue than 72% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

8th percentile

$134,125

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • $250M-$1B nonprofits • Source year 2013

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$354,064,863

Up $40,775,140 (+13%) from 2012

Net Assets

Up

$346,618,581

Up $53,856,307 (+18%) from 2012

Liabilities

Down

$7,446,282

Down $13,081,167 (-64%) from 2012

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin78th percentile

Revenue

$51,558,545

No earlier filing loaded for comparison.

Expenses

Down

$38,633,777

Down $1,679,106 (-4.2%) from 2012

Net Income

$12,924,768

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600M$400M$200M$0Assets 2010: $261,503,225Liabilities 2010: $1,038,837Net Assets 2010: $260,464,3882010Assets 2011: $276,547,188Liabilities 2011: $14,506,761Net Assets 2011: $262,040,4272011Assets 2012: $313,289,723Liabilities 2012: $20,527,449Net Assets 2012: $292,762,2742012Assets 2013: $354,064,863Liabilities 2013: $7,446,282Net Assets 2013: $346,618,5812013Assets 2014: $366,240,343Liabilities 2014: $4,884,757Net Assets 2014: $361,355,5862014Assets 2015: $353,191,408Liabilities 2015: $6,983,634Net Assets 2015: $346,207,7742015Assets 2016: $376,075,813Liabilities 2016: $11,864,699Net Assets 2016: $364,211,1142016Assets 2017: $414,298,024Liabilities 2017: $10,548,555Net Assets 2017: $403,749,4692017Assets 2018: $381,155,222Liabilities 2018: $5,234,954Net Assets 2018: $375,920,2682018Assets 2019: $448,755,492Liabilities 2019: $8,413,112Net Assets 2019: $440,342,3802019Assets 2020: $495,659,060Liabilities 2020: $7,686,766Net Assets 2020: $487,972,2942020Assets 2021: $580,904,885Liabilities 2021: $6,905,320Net Assets 2021: $573,999,5652021Assets 2022: $532,292,322Liabilities 2022: $55,277,016Net Assets 2022: $477,015,3062022Assets 2023: $545,681,576Liabilities 2023: $4,444,468Net Assets 2023: $541,237,1082023Assets 2024: $597,598,177Liabilities 2024: $4,818,493Net Assets 2024: $592,779,6842024

Highlighted filing

2013

Assets$354,064,863
Liabilities$7,446,282
Net Assets$346,618,581
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2010: $43,783,4022010Expenses 2011: $44,078,7892011Expenses 2012: $40,312,8832012Revenue 2013: $51,558,545Expenses 2013: $38,633,777Net Income 2013: $12,924,7682013Revenue 2014: $38,096,539Expenses 2014: $37,050,179Net Income 2014: $1,046,3602014Revenue 2015: $25,272,647Expenses 2015: $38,019,098Net Income 2015: -$12,746,4512015Revenue 2016: $40,574,179Expenses 2016: $39,529,771Net Income 2016: $1,044,4082016Revenue 2017: $43,412,513Expenses 2017: $37,309,332Net Income 2017: $6,103,1812017Revenue 2018: $39,985,737Expenses 2018: $36,158,747Net Income 2018: $3,826,9902018Revenue 2019: $44,425,743Expenses 2019: $38,648,801Net Income 2019: $5,776,9422019Revenue 2020: $35,899,452Expenses 2020: $33,025,068Net Income 2020: $2,874,3842020Revenue 2021: $59,519,883Expenses 2021: $33,227,543Net Income 2021: $26,292,3402021Revenue 2022: $9,825,333Expenses 2022: $30,779,467Net Income 2022: -$20,954,1342022Revenue 2023: $43,787,172Expenses 2023: $31,202,129Net Income 2023: $12,585,0432023Revenue 2024: $48,346,239Expenses 2024: $28,840,110Net Income 2024: $19,506,1292024

Highlighted filing

2013

Revenue$51,558,545
Expenses$38,633,777
Net Income$12,924,768
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 18, 2014
Return Version
2013v3.0
Gross Receipts
$168,085,245
Mission and Program Overview

Mission

The g.m.p. Employers retiree trust was created in collective bargaining negotiations to provide post-retirement health care coverage to eligible retirees and their spouses. It also provides a $2,000 death benefit to eligible retirees.

Hold funds to provide benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$292,762,274$346,618,581▲ $53,856,307
Investments in Publicly Traded Securities$189,979,087$212,370,545▲ $22,391,458
Investments Other Securities$96,210,560$125,625,976▲ $29,415,416
Savings and Temporary Cash Investments$6,400,254$8,443,908▲ $2,043,654
Cash and Non-Interest-Bearing Accounts$647,863$600,702▼ $47,161
Accounts Receivable$38,385$0▼ $38,385
Prepaid Expenses and Deferred Charges$50,720$18,774▼ $31,946
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$313,289,723$354,064,863▲ $40,775,140
Other Assets Total$19,962,854$7,004,958▼ $12,957,896
Liabilities
Other Liabilities$19,728,818$5,512,392▼ $14,216,426
Accounts Payable and Accrued Expenses$798,631$1,933,890▲ $1,135,259
Total Liabilities$20,527,449$7,446,282▼ $13,081,167
Net Assets / Fund Balance
Total Net Assets Fund Balance$292,762,274$346,618,581▲ $53,856,307
Total Liabilities and Net Assets / Fund Balance$313,289,723$354,064,863▲ $40,775,140

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,130,000--
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ms Marilyn BarnesExecutive DirectorFT$128,125$6,000$134,125

Board Members and Trustees

NameTitle
Mr Bruce R SmithInternational President
Mr Ricky HunterInternational Vice President
Mr Randy J GouldInternational Secretary-treasurer
Mr Stephen a SegebarthSr. VP - Gov. Relations, Regulator, Affairs & Law
Mr David J EmmoVP Human Resources - Ardagh
Mr Craig T DukesVP of Human Resources - Oi

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross & Blue Shield Of South CaroliHealth Administrative Fees-$895,490
Medco Health SolutionsHealth Administrative Fees-$572,100
Dst Health SolutionsConsulting Fees/software Fees-$441,587
Bny Mellon Asset ServicesInvestment And Money Management-$255,871
Schneider Capital ManagementInvestment And Money Management-$233,401
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,403,828
Investment Income
$28,152,466
Other Revenue
$2,251
Change in Net Assets
$12,924,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,144,874
Revenue Not Reported on Financial Statements
$24,413,671
Revenue Not Reported on Form 990
$183,682
Other Revenue Adjustments
$22,957,264
Total Revenue per Audited Statements
$27,328,556
Total Revenue per Form 990
$51,558,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,341,956
Salaries, Compensation, and Employee Benefits$1,712,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$30,579,686--$30,579,686
Insurance-$3,547,767-$3,547,767
Fees for Service Investment Mgmnt Fees-$1,456,407-$1,456,407
Pension Plan Contributions-$997,602-$997,602
Other Salaries and Wages-$520,557-$520,557
Information Technology-$386,903-$386,903
Current Officers, Directors, Trustees, and Key Employees-$128,125-$128,125
Fees for Services Accounting-$120,409-$120,409
Fees for Services Legal-$85,288-$85,288
Office Expenses-$72,116-$72,116
Payroll Taxes-$52,350-$52,350
All Other Expenses-$51,027-$51,027
Other Expenses-$41,875-$41,875
Conferences and Meetings-$24,050-$24,050
Other Employee Benefits-$13,501-$13,501
Travel-$11,231-$11,231
Occupancy-$5,867-$5,867
Total Functional Expenses$30,579,686$8,054,091$0$38,633,777

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$38,633,777
Total Expenses per Audited Statements$37,407,575
Expenses per Audited Statements$37,177,370
Expenses Not Reported on Financial Statements$1,456,407
Expenses Not Reported on Form 990$230,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Broker Payable$4,540,451
Claims Payable Trust$452,043
Deferred Premium Revenue$415,093
Bank Overdraft$104,805
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 11

“A copy of the form 990 will be sent to each member of the governing body immediately following the completion and filing of the return.”

Form 990, Part VI, Section B, Line 15

“Compensation is compared with industry data by the actuary every three to five years and is approved by trustees for all salary based positions. These approvals are documented in the plan's minutes of which took place in august 2013.”

Form 990, Part VI, Section C, Line 19

“The trust provides copies to the public upon request.”

Filing and Contact Details

Filer

EIN
23-6411794
Phone
2399366242

Signing Officer

Name
Marilyn S Barnes
Title
Executive Director
Phone
2399366242
Signed
2014-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilyn S Barnes
Formed
1965
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
0

Preparer

Preparer
Gerald M Kimble
Phone
2394825522
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer funds from minton building to gmp -46,523.”

Form 990 Part XII, Line 2C

“The trust utilizes an audit committee that consists of officers and directors.”

Financial Statement Notes

PART X, LINE 2:

“The plan assesses uncertain tax positions in accordance with fasb asc 740 and has determined that all income tax filing positions would be sustained upon examination and accordingly, has not recorded any reserves or related accruals for interest and penalties at december 31, 2013 for uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Minton building rental 183,682.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Realized gain on investments 22,955,845. Bank interest 1,419.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“MINTON BUILDING 230,205.”

Form 990 Part XI Line 9

“Rental loss reported on the audited financial statements not reported on the form 990.”

Raw XML AppendixShowing 400 of 489 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/TitleTxt5INTERNATIONAL VICE PRESIDENT
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0212370545
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0116526700
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE G.M.P. EMPLOYERS RETIREE TRUST WAS CREATED IN COLLECTIVE BARGAINING NEGOTIATIONS TO PROVIDE POST-RETIREMENT HEALTH CARE COVERAGE TO ELIGIBLE RETIREES AND THEIR SPOUSES. IT ALSO PROVIDES $2,000 IN LIFE INSURANCE COVERAGE TO ELIGIBLE RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0292762274
IRS990/NetAssetsOrFundBalancesEOYAmt0346618581
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt022955845
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022955845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040978062
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05867
IRS990/OccupancyGrp/TotalAmt05867
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt072116
IRS990/OfficeExpensesGrp/TotalAmt072116
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019962854
IRS990/OtherAssetsTotalGrp/EOYAmt07004958
IRS990/OtherChangesInNetAssetsAmt0-46523
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013501
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013501
IRS990/OtherExpensesGrp/Desc0ELECTRONIC CLAIMS SERVI
IRS990/OtherExpensesGrp/Desc1POSTAGE AND MAILINGS
IRS990/OtherExpensesGrp/Desc2ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0226200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1206959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2105857
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt341875
IRS990/OtherExpensesGrp/TotalAmt0226200
IRS990/OtherExpensesGrp/TotalAmt1206959
IRS990/OtherExpensesGrp/TotalAmt2105857
IRS990/OtherExpensesGrp/TotalAmt341875
IRS990/OtherLiabilitiesGrp/BOYAmt019728818
IRS990/OtherLiabilitiesGrp/EOYAmt05512392
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE - RELATED OR EXEMPT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02251
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02251
IRS990/OtherRevenueTotalAmt02251
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0520557
IRS990/OtherSalariesAndWagesGrp/TotalAmt0520557
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052350
IRS990/PayrollTaxesGrp/TotalAmt052350
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0997602
IRS990/PensionPlanContributionsGrp/TotalAmt0997602
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050720
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018774
IRS990/PrincipalOfficerNm0MARILYN S BARNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017516175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017516175
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt032549113
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024884491
IRS990/PYOtherExpensesAmt06223795
IRS990/PYOtherRevenueAmt07596
IRS990/PYProgramServiceRevenueAmt025086646
IRS990/PYRevenuesLessExpensesAmt09665850
IRS990/PYSalariesCompEmpBnftPaidAmt01539975
IRS990/PYTotalExpensesAmt040312883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt049978733
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt012924768
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt087002692
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06400254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08443908
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0230205
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01456407
IRS990ScheduleD/ExpensesSubtotalAmt037177370
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01456407
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01456407
IRS990ScheduleD/OtherExpensesIncludedAmt0230205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04540451
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1415093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2452043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3104805
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BROKER PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED PREMIUM REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CLAIMS PAYABLE TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3BANK OVERDRAFT
IRS990ScheduleD/OtherRevenueAmt0183682
IRS990ScheduleD/OtherRevenuesNotIncludedAmt022957264
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0388346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt166342976
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt257519804
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3143543
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4101307
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51130000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PIMCO FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD TOTAL BOND MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BOSTON PROPERTIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FORTRESS INVESTMENT GROUP
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MINTON BUILDING
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt0183682
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt024413671
IRS990ScheduleD/RevenueSubtotalAmt027144874
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ASSESSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 AND HAS DETERMINED THAT ALL INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND ACCORDINGLY, HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES AT DECEMBER 31, 2013 FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MINTON BUILDING RENTAL 183,682.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REALIZED GAIN ON INVESTMENTS 22,955,845. BANK INTEREST 1,419.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3MINTON BUILDING 230,205.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4RENTAL LOSS REPORTED ON THE AUDITED FINANCIAL STATEMENTS NOT REPORTED ON THE FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XI LINE 9
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0125625976
IRS990ScheduleD/TotalExpensesPerForm990Amt038633777
IRS990ScheduleD/TotalLiabilityAmt05512392
IRS990ScheduleD/TotalRevenuePerForm990Amt051558545
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027328556
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt037407575
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WILL BE SENT TO EACH MEMBER OF THE GOVERNING BODY IMMEDIATELY FOLLOWING THE COMPLETION AND FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS COMPARED WITH INDUSTRY DATA BY THE ACTUARY EVERY THREE TO FIVE YEARS AND IS APPROVED BY TRUSTEES FOR ALL SALARY BASED POSITIONS. THESE APPROVALS ARE DOCUMENTED IN THE PLAN'S MINUTES OF WHICH TOOK PLACE IN AUGUST 2013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST PROVIDES COPIES TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER FUNDS FROM MINTON BUILDING TO GMP -46,523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST UTILIZES AN AUDIT COMMITTEE THAT CONSISTS OF OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10G M P-EMPLOYERS RETIREE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10THE MINTON BUILDING CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0650222251
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOLDING TITLE TO G M P'S BUILDING, COLLECTING RENTS, AND SUBMITTING RENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine105245 BIG PINE WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0FORT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode033907
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,064,863
Liabilities
$7,446,282
Net assets
$346,618,581
Revenue
$51,558,545
Expenses
$38,633,777
Net income
$12,924,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$598$4.82$593$48.3$28.8$19.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$546$4.44$541$43.8$31.2$12.6
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$532$55.3$477$9.83$30.8$21.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$581$6.91$574$59.5$33.2$26.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$496$7.69$488$35.9$33.0$2.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$449$8.41$440$44.4$38.6$5.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$381$5.23$376$40.0$36.2$3.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$414$10.5$404$43.4$37.3$6.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$376$11.9$364$40.6$39.5$1.04
2015Detailed filing. Detailed filing data is available for this year.$353$6.98$346$25.3$38.0$12.7
2014Detailed filing. Detailed filing data is available for this year.$366$4.88$361$38.1$37.1$1.05
2013Detailed filing. Detailed filing data is available for this year.$354$7.45$347$51.6$38.6$12.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$313$20.5$293$40.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$277$14.5$262$44.1
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$1.04$260$43.8