Civic Intelligence

Minnesota Teamsters Construction Division Fringe Benefit Funds

990 • Fiscal year 2020 • EIN 23-7115412

Dec 01, 2019 to Nov 30, 2020 • Filed on Oct 11, 2021

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

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

57th percentile

9.7%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

0.9%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$23,175,929

Up $2,553,153 (+12%) from 2019

Net Assets

Up

$23,148,594

Up $2,557,063 (+12%) from 2019

Liabilities

Down

$27,335

Down $3,910 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin57th percentile

Revenue

Up

$18,170,944

Up $157,366 (+0.9%) from 2019

Expenses

Down

$16,405,301

Down $2,002,933 (-11%) from 2019

Net Income

Up

$1,765,643

Up $2,160,299 (+547%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2020

Assets$23,175,929
Liabilities$27,335
Net Assets$23,148,594
Open 2020 Filing

Operations Trend

Revenue Growth56th 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

2020

Revenue$18,170,944
Expenses$16,405,301
Net Income$1,765,643
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Oct 11, 2021
Return Version
2019v5.2
Gross Receipts
$28,809,449
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$20,591,531$23,148,594▲ $2,557,063
Investments in Publicly Traded Securities$15,162,153$17,374,444▲ $2,212,291
Accounts Receivable$1,719,444$2,007,193▲ $287,749
Savings and Temporary Cash Investments$2,508,087$1,922,898▼ $585,189
Cash and Non-Interest-Bearing Accounts$1,126,661$1,821,158▲ $694,497
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,622,776$23,175,929▲ $2,553,153
Other Assets Total$106,431$50,236▼ $56,195
Liabilities
Accounts Payable and Accrued Expenses$24,120$16,573▼ $7,547
Deferred Revenue$7,125$10,762▲ $3,637
Total Liabilities$31,245$27,335▼ $3,910
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,591,531$23,148,594▲ $2,557,063
Total Liabilities and Net Assets / Fund Balance$20,622,776$23,175,929▲ $2,553,153
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Zachary RadzakChairman
Dave SchrunkChairman - Past
Andrew ErichsonAlternate Trustee
Jason ZinsAlternate Trustee
Jeff OvesonAlternate Trustee
Nick JohnsonAlternate Trustee
Rich FrederickAlternate Trustee
Shane BlockAlternate Trustee
Virgil ChristoffersenAlternate Trustee
Tom NeltonAlternate Trustee - Past
Chad NelsonTrustee
Chad WardTrustee
Jeff DiedeTrustee
Molly BarnesTrustee
Scott KroonaTrustee
Wayne PerlebergTrustee
Steven SauerSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministrative, Claims Processing, Audit2520 PILOT KNOB ROAD SUITE 325, Mendota Heights, MN 55120$382,192
Bluelink TpaPpo Access Fees1200 YANKEE DOODLE ROAD PO BOX 6, St Paul, MN 55164$343,934
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,901,969
Investment Income
$251,621
Other Revenue
$17,354
Change in Net Assets
$1,765,643

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,153,206
Revenue Not Reported on Financial Statements
$17,738
Revenue Not Reported on Form 990
$791,420
Total Revenue per Audited Statements
$18,944,626
Total Revenue per Form 990
$18,170,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$394,792
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---$16,010,509
Fees for Services Management---$135,395
Fees for Services Other---$70,198
Fees for Services Legal---$66,339
Office Expenses---$48,885
Fees for Services Accounting---$37,636
Fees for Service Investment Mgmnt Fees---$17,738
Other Expenses---$8,082
Insurance---$7,169
Conferences and Meetings---$3,350
Total Functional Expenses$0$0$0$16,405,301

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,405,301
Expenses per Audited Statements$16,387,563
Total Expenses per Audited Statements$16,387,563
Expenses Not Reported on Financial Statements$17,738
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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
Zachary Radzak
Title
Trustee
Phone
6512561900
Signed
2021-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zachary Radzak
Formed
1970
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
3
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 a tax liability if the plan has taken uncertain tax positions 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 823 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
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016573
IRS990/AccountsReceivableGrp/BOYAmt01719444
IRS990/AccountsReceivableGrp/EOYAmt02007193
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd00
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IRS990/BooksInCareOfDetail/PhoneNum06512561900
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ServicesDesc1PPO ACCESS FEES
IRS990/CreditCounselingInd00
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
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IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesLegalGrp/TotalAmt066339
IRS990/FeesForServicesManagementGrp/TotalAmt0135395
IRS990/FeesForServicesOtherGrp/TotalAmt070198
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017738
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAIRMAN - PAST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-42579
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt028809449
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt0294200
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0294200
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015162153
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017374444
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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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/NetAssetsOrFundBalancesBOYAmt020591531
IRS990/NetAssetsOrFundBalancesEOYAmt023148594
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-42579
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-42579
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0791420
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt048885
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AFFORDABLE CARE ACT FEE
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/Desc1CREDIT CARD FEE CONTRIB
IRS990/OtherRevenueMiscGrp/ExclusionAmt015157
IRS990/OtherRevenueMiscGrp/ExclusionAmt12197
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015157
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12197
IRS990/OtherRevenueTotalAmt017354
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ZACHARY RADZAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2SELF PAY - EMPLOYEES
IRS990/ProgramServiceRevenueGrp/Desc3STOP-LOSS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION RECEIPTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016458420
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1801277
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2370978
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3249594
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt421700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016458420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1801277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2370978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3249594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt421700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017988873
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0489847
IRS990/PYOtherExpensesAmt0419361
IRS990/PYOtherRevenueAmt0707
IRS990/PYProgramServiceRevenueAmt017523024
IRS990/PYRevenuesLessExpensesAmt0-394656
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018408234
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018013578
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01765643
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020591531
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023148594
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02508087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01922898
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017738
IRS990ScheduleD/ExpensesSubtotalAmt016387563
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017738
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017738
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0791420
IRS990ScheduleD/RevenueNotReportedAmt0791420
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017738
IRS990ScheduleD/RevenueSubtotalAmt018153206
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS 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/TotalExpensesPerForm990Amt016405301
IRS990ScheduleD/TotalRevenuePerForm990Amt018170944
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018944626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016387563
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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
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

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,175,929
Liabilities
$27,335
Net assets
$23,148,594
Revenue
$18,170,944
Expenses
$16,405,301
Net income
$1,765,643
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