Civic Intelligence

Minnesota Teamsters Construction Division Fringe Benefit Funds

990 • Fiscal year 2016 • EIN 23-7115412

Dec 01, 2015 to Nov 30, 2016 • Filed on Oct 04, 2017

Organization ProfileN/A
2520 Pilot Knob Road No 325Mendota Heights, MN 55120

(651) 256-1900

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

29th percentile

-1.7%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

33rd percentile

-1.1%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

20%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$23,915,247

Down $269,832 (-1.1%) from 2015

Net Assets

Down

$23,829,566

Down $215,412 (-0.9%) from 2015

Liabilities

Down

$85,681

Down $54,420 (-39%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin29th percentile

Revenue

Up

$17,279,090

Up $2,933,953 (+20%) from 2015

Expenses

Up

$17,574,598

Up $2,743,132 (+18%) from 2015

Net Income

Up

-$295,508

Up $190,821 (+39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $20,881,224Liabilities 2010: $100,129Net Assets 2010: $20,781,0952010Assets 2011: $19,841,329Liabilities 2011: $39,354Net Assets 2011: $19,801,9752011Assets 2012: $21,844,971Liabilities 2012: $90,038Net Assets 2012: $21,754,9332012Assets 2013: $24,063,327Liabilities 2013: $22,586Net Assets 2013: $24,040,7412013Assets 2014: $25,137,908Liabilities 2014: $161,427Net Assets 2014: $24,976,4812014Assets 2015: $24,185,079Liabilities 2015: $140,101Net Assets 2015: $24,044,9782015Assets 2016: $23,915,247Liabilities 2016: $85,681Net Assets 2016: $23,829,5662016Assets 2017: $22,714,739Liabilities 2017: $20,560Net Assets 2017: $22,694,1792017Assets 2018: $20,359,065Liabilities 2018: $18,928Net Assets 2018: $20,340,1372018Assets 2019: $20,622,776Liabilities 2019: $31,245Net Assets 2019: $20,591,5312019Assets 2020: $23,175,929Liabilities 2020: $27,335Net Assets 2020: $23,148,5942020Assets 2021: $30,866,404Liabilities 2021: $23,524Net Assets 2021: $30,842,8802021Assets 2022: $24,844,524Liabilities 2022: $18,334Net Assets 2022: $24,826,1902022Assets 2023: $29,203,517Liabilities 2023: $49,901Net Assets 2023: $29,153,6162023Assets 2024: $34,083,794Liabilities 2024: $30,905Net Assets 2024: $34,052,8892024

Highlighted filing

2016

Assets$23,915,247
Liabilities$85,681
Net Assets$23,829,566
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,272,0152010Expenses 2011: $12,079,0562011Expenses 2012: $11,325,2882012Expenses 2013: $11,388,9852013Revenue 2014: $13,732,559Expenses 2014: $13,151,085Net Income 2014: $581,4742014Revenue 2015: $14,345,137Expenses 2015: $14,831,466Net Income 2015: -$486,3292015Revenue 2016: $17,279,090Expenses 2016: $17,574,598Net Income 2016: -$295,5082016Revenue 2017: $15,481,807Expenses 2017: $17,083,537Net Income 2017: -$1,601,7302017Revenue 2018: $15,224,448Expenses 2018: $17,283,760Net Income 2018: -$2,059,3122018Revenue 2019: $18,013,578Expenses 2019: $18,408,234Net Income 2019: -$394,6562019Revenue 2020: $18,170,944Expenses 2020: $16,405,301Net Income 2020: $1,765,6432020Revenue 2021: $23,683,343Expenses 2021: $16,319,351Net Income 2021: $7,363,9922021Revenue 2022: $18,573,780Expenses 2022: $23,467,225Net Income 2022: -$4,893,4452022Revenue 2023: $19,298,920Expenses 2023: $15,386,186Net Income 2023: $3,912,7342023Revenue 2024: $20,826,837Expenses 2024: $17,131,053Net Income 2024: $3,695,7842024

Highlighted filing

2016

Revenue$17,279,090
Expenses$17,574,598
Net Income-$295,508
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Oct 4, 2017
Return Version
2015v3.0
Gross Receipts
$23,280,790
Mission and Program Overview

Mission

To provide health care, dental, disability, life, and accidental death and dismemberment benefits to members.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,044,978$23,829,566▼ $215,412
Investments in Publicly Traded Securities$20,290,197$18,856,785▼ $1,433,412
Savings and Temporary Cash Investments$1,656,133$2,427,361▲ $771,228
Accounts Receivable$1,174,853$1,503,607▲ $328,754
Cash and Non-Interest-Bearing Accounts$1,044,377$867,578▼ $176,799
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,185,079$23,915,247▼ $269,832
Other Assets Total$19,519$259,916▲ $240,397
Liabilities
Accounts Payable and Accrued Expenses$125,082$79,815▼ $45,267
Deferred Revenue$15,019$5,866▼ $9,153
Total Liabilities$140,101$85,681▼ $54,420
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,044,978$23,829,566▼ $215,412
Total Liabilities and Net Assets / Fund Balance$24,185,079$23,915,247▼ $269,832
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Dave SchrunkChairman
Andrew ErichsonAlternate Trustee
Chad WardAlternate Trustee
Joe BattagliaAlternate Trustee
Nick JohnsonAlternate Trustee
Shane BlockAlternate Trustee
Tom NeltonAlternate Trustee
Chad NelsonTrustee
Jason ZinsTrustee
Jeff DiedeTrustee
Mike WelchTrustee
Wayne PerlebergTrustee
Zachary RadzakTrustee
Martha HenricksonTrustee - Past
Steve SauerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministrative, Claims Processing, Audit2520 PILOT KNOB ROAD SUITE 325, Mendota Heights, MN 55120$393,217
Bluelink TpaPpo Access Fees1200 YANKEE DOODLE ROAD PO BOX 6, St Paul, MN 55164$391,823
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,911,338
Investment Income
$340,449
Other Revenue
$27,303
Change in Net Assets
$-295,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,265,263
Revenue Not Reported on Financial Statements
$13,827
Revenue Not Reported on Form 990
$80,096
Total Revenue per Audited Statements
$17,345,359
Total Revenue per Form 990
$17,279,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,122,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$16,452,575
Fees for Services Other---$712,661
Fees for Services Management---$157,804
Office Expenses---$57,636
Fees for Services Legal---$56,456
Fees for Services Accounting---$39,569
Fees for Service Investment Mgmnt Fees---$13,827
Other Expenses---$6,705
Insurance---$5,818
Conferences and Meetings---$4,992
Total Functional Expenses$0$0$0$17,574,598

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,574,598
Expenses per Audited Statements$17,560,771
Total Expenses per Audited Statements$17,560,771
Expenses Not Reported on Financial Statements$13,827
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the trustees have delegated the day to day administrative duties to zenith american solutions inc. As the third party administrator of the fund.”

Form 990, Part VI, Section A, Line 7A

“The plan is administered by four employer association trustees and four union trustees. The four employer association trustees shall be designated by the employer association. The four union trustees shall be designated by the negotiating committee. Six alternate trustees are appointed, three from the employer association and three from the unions. Each trustee and alternate trustee may be removed only by the party which appointed them.”

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“Form 990 is provided to and reviewed by the entire board of trustees before the form 990 is filed.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents, conflict of interest policy and financial statements available to participants at the plan office.”

Filing and Contact Details

Filer

Filer Name
Minnesota Teamsters Construction
EIN
23-7115412
Phone
6512561900
Address
2520 PILOT KNOB ROAD NO 325, MENDOTA HEIGHTS, MN 55120

Signing Officer

Name
David Schrunk
Title
Trustee
Phone
6512561900
Signed
2017-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Schrunk
Formed
1970
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expire.”

Raw XML AppendixShowing 400 of 756 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0125082
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt079815
IRS990/AccountsReceivableGrp/BOYAmt01174853
IRS990/AccountsReceivableGrp/EOYAmt01503607
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt016452575
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IRS990/BooksInCareOfDetail/PhoneNum06512561900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02520 PILOT KNOB ROAD SUITE 325
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENDOTA HEIGHTS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055120
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01044377
IRS990/CashNonInterestBearingGrp/EOYAmt0867578
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04992
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/CompensationAmt1391823
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUELINK TPA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE, CLAIMS PROCESSING, AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc1PPO ACCESS FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016452575
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0340449
IRS990/CYOtherExpensesAmt01122023
IRS990/CYOtherRevenueAmt027303
IRS990/CYProgramServiceRevenueAmt016911338
IRS990/CYRevenuesLessExpensesAmt0-295508
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017574598
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017279090
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt015019
IRS990/DeferredRevenueGrp/EOYAmt05866
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PAYMENT OF HEALTH CARE, DENTAL, DISABILITY, LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE SUMMARY PLAN DESCRIPTION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt039569
IRS990/FeesForServicesLegalGrp/TotalAmt056456
IRS990/FeesForServicesManagementGrp/TotalAmt0157804
IRS990/FeesForServicesOtherGrp/TotalAmt0712661
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013827
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARTHA HENRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW ERICHSON
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm4JASON ZINS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE SCHRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm6WAYNE PERLEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7SHANE BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF DIEDE
IRS990/Form990PartVIISectionAGrp/PersonNm9ZACHARY RADZAK
IRS990/Form990PartVIISectionAGrp/PersonNm10TOM NELTON
IRS990/Form990PartVIISectionAGrp/PersonNm11JOE BATTAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm12CHAD WARD
IRS990/Form990PartVIISectionAGrp/PersonNm13NICK JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm14CHAD NELSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt2ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1700
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt023280790
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt05818
IRS990/InvestmentIncomeGrp/ExclusionAmt0342149
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt018856785
IRS990/IRPDocumentCnt0379
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06001700
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH CARE, DENTAL, DISABILITY, LIFE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024044978
IRS990/NetAssetsOrFundBalancesEOYAmt023829566
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1700
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080096
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt057636
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019519
IRS990/OtherAssetsTotalGrp/EOYAmt0259916
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1GOVERNMENT COMPLIANCE
IRS990/OtherExpensesGrp/TotalAmt066555
IRS990/OtherExpensesGrp/TotalAmt16705
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027303
IRS990/OtherRevenueTotalAmt027303
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID SCHRUNK
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS RECOVERIES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION SETTLEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015863829
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1451962
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2259916
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3245771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt485822
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015863829
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1451962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2259916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3245771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt485822
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt013556097
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0480531
IRS990/PYOtherExpensesAmt01275369
IRS990/PYOtherRevenueAmt05823
IRS990/PYProgramServiceRevenueAmt013858783
IRS990/PYRevenuesLessExpensesAmt0-486329
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014831466
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014345137
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-295508
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024044978
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023829566
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01656133
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02427361
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013827
IRS990ScheduleD/ExpensesSubtotalAmt017560771
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013827
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013827
IRS990ScheduleD/NetUnrealizedGainsInvstAmt080096
IRS990ScheduleD/RevenueNotReportedAmt080096
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013827
IRS990ScheduleD/RevenueSubtotalAmt017265263
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt017574598
IRS990ScheduleD/TotalRevenuePerForm990Amt017279090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017345359
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017560771
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO ZENITH AMERICAN SOLUTIONS INC. AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN IS ADMINISTERED BY FOUR EMPLOYER ASSOCIATION TRUSTEES AND FOUR UNION TRUSTEES. THE FOUR EMPLOYER ASSOCIATION TRUSTEES SHALL BE DESIGNATED BY THE EMPLOYER ASSOCIATION. THE FOUR UNION TRUSTEES SHALL BE DESIGNATED BY THE NEGOTIATING COMMITTEE. SIX ALTERNATE TRUSTEES ARE APPOINTED, THREE FROM THE EMPLOYER ASSOCIATION AND THREE FROM THE UNIONS. EACH TRUSTEE AND ALTERNATE TRUSTEE MAY BE REMOVED ONLY BY THE PARTY WHICH APPOINTED THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS AT THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,915,247
Liabilities
$85,681
Net assets
$23,829,566
Revenue
$17,279,090
Expenses
$17,574,598
Net income
-$295,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.03$34.1$20.8$17.1$3.70
2023Detailed filing. Detailed filing data is available for this year.$29.2$0.05$29.2$19.3$15.4$3.91
2022Detailed filing. Detailed filing data is available for this year.$24.8$0.02$24.8$18.6$23.5$4.89
2021Detailed filing. Detailed filing data is available for this year.$30.9$0.02$30.8$23.7$16.3$7.36
2020Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.1$18.2$16.4$1.77
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.03$20.6$18.0$18.4$0.39
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.02$20.3$15.2$17.3$2.06
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.02$22.7$15.5$17.1$1.60
2016Detailed filing. Detailed filing data is available for this year.$23.9$0.09$23.8$17.3$17.6$0.30
2015Detailed filing. Detailed filing data is available for this year.$24.2$0.14$24.0$14.3$14.8$0.49
2014Detailed filing. Detailed filing data is available for this year.$25.1$0.16$25.0$13.7$13.2$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.02$24.0$11.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.09$21.8$11.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.04$19.8$12.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.10$20.8$11.3