Civic Intelligence

Minnesota Teamsters Construction Division Fringe Benefit Funds

990 • Fiscal year 2017 • EIN 23-7115412

Dec 01, 2016 to Nov 30, 2017 • Filed on Sep 25, 2018

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

12th percentile

-10%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

14th percentile

-5.0%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-10%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$22,714,739

Down $1,200,508 (-5.0%) from 2016

Net Assets

Down

$22,694,179

Down $1,135,387 (-4.8%) from 2016

Liabilities

Down

$20,560

Down $65,121 (-76%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Down

$15,481,807

Down $1,797,283 (-10%) from 2016

Expenses

Down

$17,083,537

Down $491,061 (-2.8%) from 2016

Net Income

Down

-$1,601,730

Down $1,306,222 (-442%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$22,714,739
Liabilities$20,560
Net Assets$22,694,179
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$15,481,807
Expenses$17,083,537
Net Income-$1,601,730
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Sep 25, 2018
Return Version
2016v3.0
Gross Receipts
$31,494,690
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$23,829,566$22,694,179▼ $1,135,387
Investments in Publicly Traded Securities$18,856,785$16,180,384▼ $2,676,401
Savings and Temporary Cash Investments$2,427,361$3,486,456▲ $1,059,095
Cash and Non-Interest-Bearing Accounts$867,578$1,376,511▲ $508,933
Accounts Receivable$1,503,607$1,292,835▼ $210,772
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,915,247$22,714,739▼ $1,200,508
Other Assets Total$259,916$378,553▲ $118,637
Liabilities
Deferred Revenue$5,866$10,509▲ $4,643
Accounts Payable and Accrued Expenses$79,815$10,051▼ $69,764
Total Liabilities$85,681$20,560▼ $65,121
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,829,566$22,694,179▼ $1,135,387
Total Liabilities and Net Assets / Fund Balance$23,915,247$22,714,739▼ $1,200,508
Compensation and Service Providers
Top Officer Pay40th 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
Wayne PerlebergTrustee
Zachary RadzakTrustee
Abbey BryduckTrustee - New
Mike WelchTrustee - Past
Steve SauerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministrative, Claims Processing, Audit2520 PILOT KNOB ROAD SUITE 325, Mendota Heights, MN 55120$397,539
Bluelink TpaPpo Access Fees1200 YANKEE DOODLE ROAD PO BOX 6, St Paul, MN 55164$377,219
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,899,730
Investment Income
$559,008
Other Revenue
$23,069
Change in Net Assets
$-1,601,730

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,467,252
Revenue Not Reported on Financial Statements
$14,555
Revenue Not Reported on Form 990
$466,343
Total Revenue per Audited Statements
$15,933,595
Total Revenue per Form 990
$15,481,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,841
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---$16,655,696
Fees for Services Management---$159,383
Fees for Services Other---$83,282
Fees for Services Legal---$56,666
Office Expenses---$48,999
Fees for Services Accounting---$40,063
Fees for Service Investment Mgmnt Fees---$14,555
Conferences and Meetings---$6,901
Insurance---$5,406
Other Expenses---$800
Total Functional Expenses$0$0$0$17,083,537

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,083,537
Expenses per Audited Statements$17,068,982
Total Expenses per Audited Statements$17,068,982
Expenses Not Reported on Financial Statements$14,555
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 plan.”

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 11B

“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
2018-09-25
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:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize the tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan 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 760 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/BOYAmt079815
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010051
IRS990/AccountsReceivableGrp/BOYAmt01503607
IRS990/AccountsReceivableGrp/EOYAmt01292835
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt016655696
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS INC
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/BOYAmt0867578
IRS990/CashNonInterestBearingGrp/EOYAmt01376511
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt06901
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0397539
IRS990/ContractorCompensationGrp/CompensationAmt1377219
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MENDOTA HEIGHTS
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUELINK TPA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE, CLAIMS PROCESSING, AUDIT
IRS990/ContractorCompensationGrp/ServicesDesc1PPO ACCESS FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016655696
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0559008
IRS990/CYOtherExpensesAmt0427841
IRS990/CYOtherRevenueAmt023069
IRS990/CYProgramServiceRevenueAmt014899730
IRS990/CYRevenuesLessExpensesAmt0-1601730
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017083537
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015481807
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DelegationOfMgmtDutiesInd01
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt040063
IRS990/FeesForServicesLegalGrp/TotalAmt056666
IRS990/FeesForServicesManagementGrp/TotalAmt0159383
IRS990/FeesForServicesOtherGrp/TotalAmt083282
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014555
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW ERICHSON
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE SAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON ZINS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE SCHRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm5WAYNE PERLEBERG
IRS990/Form990PartVIISectionAGrp/PersonNm6SHANE BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF DIEDE
IRS990/Form990PartVIISectionAGrp/PersonNm8ZACHARY RADZAK
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM NELTON
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE BATTAGLIA
IRS990/Form990PartVIISectionAGrp/PersonNm11CHAD WARD
IRS990/Form990PartVIISectionAGrp/PersonNm12NICK JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13CHAD NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm14ABBEY BRYDUCK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE - NEW
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016143375
IRS990/GrossReceiptsAmt031494690
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0428516
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018856785
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016180384
IRS990/IRPDocumentCnt0392
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016012883
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/NetAssetsOrFundBalancesBOYAmt023829566
IRS990/NetAssetsOrFundBalancesEOYAmt022694179
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0130492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0130492
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0466343
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt048999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0259916
IRS990/OtherAssetsTotalGrp/EOYAmt0378553
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1GOVERNMENT COMPLIANCE
IRS990/OtherExpensesGrp/TotalAmt011786
IRS990/OtherExpensesGrp/TotalAmt1800
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt023069
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023069
IRS990/OtherRevenueTotalAmt023069
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID SCHRUNK
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP LOSS RECOVERIES
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION SETTLEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013257450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1889899
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2449027
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3287500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt415303
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013257450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1889899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2449027
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3287500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415303
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016452575
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0340449
IRS990/PYOtherExpensesAmt01122023
IRS990/PYOtherRevenueAmt027303
IRS990/PYProgramServiceRevenueAmt016911338
IRS990/PYRevenuesLessExpensesAmt0-295508
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017574598
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017279090
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1601730
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023829566
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022694179
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02427361
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03486456
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014555
IRS990ScheduleD/ExpensesSubtotalAmt017068982
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014555
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014555
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0466343
IRS990ScheduleD/RevenueNotReportedAmt0466343
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014555
IRS990ScheduleD/RevenueSubtotalAmt015467252
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE THE TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN 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/TotalExpensesPerForm990Amt017083537
IRS990ScheduleD/TotalRevenuePerForm990Amt015481807
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015933595
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017068982
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 PLAN.
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 11B
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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
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

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,714,739
Liabilities
$20,560
Net assets
$22,694,179
Revenue
$15,481,807
Expenses
$17,083,537
Net income
-$1,601,730
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