Civic Intelligence

Allied Industries Local 427 Welfare Fund

EIN 23-7170500 • 501(c)9 • New York, NY

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Profile

Multiemployer health benefit plan to pay or provide for the payment of benefits for the benefit of the employees or the dependents of any of the employees of contributing employers.

CO Dhcook 1040 Av Of AmericasNew York, NY 10018

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.02x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.25x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

12th percentile

-17%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$6,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

77%

Faster revenue growth than 93% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$8,363,038

Up $824,339 (+11%) from 2023

Liabilities

Down

$151,051

Down $133,682 (-47%) from 2023

Net Assets

Up

$8,211,987

Up $958,021 (+13%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin12th percentile

Revenue

Up

$596,430

Up $258,514 (+77%) from 2023

Expenses

Down

$697,390

Down $34,171 (-4.7%) from 2023

Net Income

Up

-$100,960

Up $292,685 (+74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $8,962,624Liabilities 2010: $43,260Net Assets 2010: $8,919,3642010Assets 2011: $8,917,680Liabilities 2011: $50,524Net Assets 2011: $8,867,1562011Assets 2012: $9,032,480Liabilities 2012: $175,585Net Assets 2012: $8,856,8952012Assets 2013: $8,668,155Liabilities 2013: $63,757Net Assets 2013: $8,604,3982013Assets 2014: $8,312,692Liabilities 2014: $90,775Net Assets 2014: $8,221,9172014Assets 2015: $7,809,049Liabilities 2015: $75,635Net Assets 2015: $7,733,4142015Assets 2016: $8,072,487Liabilities 2016: $153,742Net Assets 2016: $7,918,7452016Assets 2017: $7,866,892Liabilities 2017: $185,245Net Assets 2017: $7,681,6472017Assets 2018: $7,825,902Liabilities 2018: $61,493Net Assets 2018: $7,764,4092018Assets 2019: $8,261,767Liabilities 2019: $180,630Net Assets 2019: $8,081,1372019Assets 2020: $8,642,419Liabilities 2020: $258,195Net Assets 2020: $8,384,2242020Assets 2021: $9,176,750Liabilities 2021: $229,574Net Assets 2021: $8,947,1762021Assets 2022: $7,458,523Liabilities 2022: $249,535Net Assets 2022: $7,208,9882022Assets 2023: $7,538,699Liabilities 2023: $284,733Net Assets 2023: $7,253,9662023Assets 2024: $8,363,038Liabilities 2024: $151,051Net Assets 2024: $8,211,9872024

Highlighted filing

2024

Assets$8,363,038
Liabilities$151,051
Net Assets$8,211,987
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,196,4132010Expenses 2011: $1,172,1982011Expenses 2012: $1,493,8392012Expenses 2013: $1,204,3142013Revenue 2014: $1,057,535Expenses 2014: $1,385,293Net Income 2014: -$327,7582014Revenue 2015: $860,920Expenses 2015: $987,097Net Income 2015: -$126,1772015Revenue 2016: $618,159Expenses 2016: $951,083Net Income 2016: -$332,9242016Revenue 2017: $849,009Expenses 2017: $913,139Net Income 2017: -$64,1302017Revenue 2018: $586,440Expenses 2018: $792,574Net Income 2018: -$206,1342018Revenue 2019: $606,646Expenses 2019: $382,647Net Income 2019: $223,9992019Revenue 2020: $1,258,417Expenses 2020: $569,193Net Income 2020: $689,2242020Revenue 2021: $424,028Expenses 2021: $458,224Net Income 2021: -$34,1962021Revenue 2022: $336,524Expenses 2022: $799,339Net Income 2022: -$462,8152022Revenue 2023: $337,916Expenses 2023: $731,561Net Income 2023: -$393,6452023Revenue 2024: $596,430Expenses 2024: $697,390Net Income 2024: -$100,9602024

Highlighted filing

2024

Revenue$596,430
Expenses$697,390
Net Income-$100,960
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,363,038
Liabilities
$151,051
Net assets
$8,211,987
Revenue
$596,430
Expenses
$697,390
Net income
-$100,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.36$0.15$8.21$0.60$0.70$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.54$0.28$7.25$0.34$0.73$0.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.25$7.21$0.34$0.80$0.46
2021Detailed filing. Detailed filing data is available for this year.$9.18$0.23$8.95$0.42$0.46$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.64$0.26$8.38$1.26$0.57$0.69
2019Detailed filing. Detailed filing data is available for this year.$8.26$0.18$8.08$0.61$0.38$0.22
2018Detailed filing. Detailed filing data is available for this year.$7.83$0.06$7.76$0.59$0.79$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.87$0.19$7.68$0.85$0.91$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.07$0.15$7.92$0.62$0.95$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.08$7.73$0.86$0.99$0.13
2014Detailed filing. Detailed filing data is available for this year.$8.31$0.09$8.22$1.06$1.39$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.06$8.60$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$0.18$8.86$1.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.92$0.05$8.87$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.96$0.04$8.92$2.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$12,715,276
Mission and Program Overview

Mission

Multiemployer health benefits plan to pay or provide for the payment of benefits for the benefit of the employees or the dependents of any of the employees of contributing employers.

Multiemployer health benefit plan to pay or provide for the payment of benefits for the benefit of the employees or the dependents of any of the employees of contributing employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,754,544$7,815,668▲ $1,061,124
Savings and Temporary Cash Investments$579,111$285,826▼ $293,285
Cash and Non-Interest-Bearing Accounts$24,137$64,706▲ $40,569
Prepaid Expenses and Deferred Charges$22,455$21,649▼ $806
Accounts Receivable$7,046$15,586▲ $8,540
Total Assets$7,520,325$8,363,038▲ $842,713
Other Assets Total$133,032$159,603▲ $26,571
Liabilities
Accounts Payable and Accrued Expenses$147,931$108,207▼ $39,724
Other Liabilities$136,802$42,844▼ $93,958
Total Liabilities$284,733$151,051▼ $133,682
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,235,592$8,211,987▲ $976,395
Total Net Assets Fund Balance$7,235,592$8,211,987▲ $976,395
Total Liabilities and Net Assets / Fund Balance$7,520,325$8,363,038▲ $842,713
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Peter MitchellTrustee$6,000$6,000
Daniel SilvermanTrustee$3,000$3,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Cohen Weiss And Simon LLP-900 THIRD AVENUE, New York, NY 10022$160,010
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$211,175
Investment Income
$385,255
Other Revenue
$0
Change in Net Assets
$-100,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$549,504
Revenue Not Reported on Financial Statements
$46,926
Revenue Not Reported on Form 990
$1,077,355
Total Revenue per Audited Statements
$1,626,859
Total Revenue per Form 990
$596,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,816
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$277,574--$277,574
Fees for Services Legal$261,119--$261,119
Fees for Service Investment Mgmnt Fees$46,926--$46,926
Fees for Services Other$37,464--$37,464
Fees for Services Accounting$30,333--$30,333
Insurance$26,527--$26,527
Conferences and Meetings$12,416--$12,416
Office Expenses$2,916--$2,916
Other Expenses$240--$240
Total Functional Expenses$697,390$0$0$697,390

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$697,390
Expenses per Audited Statements$650,464
Total Expenses per Audited Statements$650,464
Expenses Not Reported on Financial Statements$46,926
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable - Ibnr$33,457
Due to Custodian$9,387
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 11B

“Form 990 is reviewed by the board for approval. If changes are required, the plan will then forward to the auditing firm and a final version will be distributed to all trustees prior to irs submission.”

Form 990, Part VI, Section B, Line 12C

“Any trustee or officer who has a direct or indirect financial interest has a duty to disclose the existence of financial interest and be given the opportunity to disclose all material facts to the board. Trustees or officers will annually disclose interest that can give rise to conflicts of interest. If ater a hearing the board determines that the individual has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 15

“Compensation is approved by the board and is compared to industry standards.”

Form 990, Part VI, Section C, Line 19

“Upon request a copy of the governing documents, conflict of interest policy, and financial statements are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Allied Industries Local 427 Welfare Fund
EIN
23-7170500
Phone
2125055050
Address
CO DHCOOK 1040 AV OF AMERICAS, NEW YORK, NY 10018

Signing Officer

Name
Kenneth Cook
Title
Plan Administrator
Phone
2125055050
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Cook
Formed
1967
Legal Domicile
Nj
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rogoff & Company Pc
Address
355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
Preparer
Abdellatif Elmaghrabi
Phone
2125575666
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The plan's board is responsible for oversight of the audit and selection of independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the appropriate taxing authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix354 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/BOYAmt0147931
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0108207
IRS990/AccountsReceivableGrp/BOYAmt07046
IRS990/AccountsReceivableGrp/EOYAmt015586
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MULTIEMPLOYER HEALTH BENEFIT PLAN TO PAY OR PROVIDE FOR THE PAYMENT OF BENEFITS FOR THE BENEFIT OF THE EMPLOYEES OR THE DEPENDENTS OF ANY OF THE EMPLOYEES OF CONTRIBUTING EMPLOYERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BenefitsToMembersGrp/ProgramServicesAmt0277574
IRS990/BenefitsToMembersGrp/TotalAmt0277574
IRS990/BooksInCareOfDetail/PersonNm0DHCOOK ASSOCIATES INC
IRS990/BooksInCareOfDetail/PhoneNum02125055050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 AV OF THE AMERICAS 24 FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010018
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024137
IRS990/CashNonInterestBearingGrp/EOYAmt064706
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012416
IRS990/ConferencesMeetingsGrp/TotalAmt012416
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0160010
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0900 THIRD AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010022
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0COHEN WEISS AND SIMON LLP
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0277574
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0385255
IRS990/CYOtherExpensesAmt0419816
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0211175
IRS990/CYRevenuesLessExpensesAmt0-100960
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0697390
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0596430
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN IS A MULTIEMPLOYER HEALTH BENEFIT PLAN DESIGNED TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0697390
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt030333
IRS990/FeesForServicesAccountingGrp/TotalAmt030333
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0261119
IRS990/FeesForServicesLegalGrp/TotalAmt0261119
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt037464
IRS990/FeesForServicesOtherGrp/TotalAmt037464
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt046926
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046926
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL SILVERMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0152577
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012271423
IRS990/GrossReceiptsAmt012715276
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt026527
IRS990/InsuranceGrp/TotalAmt026527
IRS990/InvestmentIncomeGrp/ExclusionAmt0232678
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0232678
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06754544
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07815668
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012118846
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MULTIEMPLOYER HEALTH BENEFIT PLAN TO PAY OR PROVIDE FOR THE PAYMENT OF BENEFITS FOR THE BENEFIT OF THE EMPLOYEES OR THE DEPENDENTS OF ANY OF THE EMPLOYEES OF CONTRIBUTING EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt08211987
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0152577
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0152577
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt02916
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0159603
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1LICENSES AND PERMITS
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IRS990/OtherExpensesGrp/TotalAmt01875
IRS990/OtherExpensesGrp/TotalAmt1240
IRS990/OtherLiabilitiesGrp/BOYAmt0136802
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021649
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0211175
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0306988
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0210508
IRS990/PYRevenuesLessExpensesAmt0-412019
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0749935
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0337916
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-100960
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0579111
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0285826
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt0650464
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt046926
IRS990ScheduleD/InvestmentExpensesNotIncldAmt046926
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01077355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133457
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CUSTODIAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE - IBNR
IRS990ScheduleD/RevenueNotReportedAmt01077355
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt046926
IRS990ScheduleD/RevenueSubtotalAmt0549504
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. 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/TotalExpensesPerForm990Amt0697390
IRS990ScheduleD/TotalLiabilityAmt042844
IRS990ScheduleD/TotalRevenuePerForm990Amt0596430
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01626859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0650464
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD FOR APPROVAL. IF CHANGES ARE REQUIRED, THE PLAN WILL THEN FORWARD TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL TRUSTEES PRIOR TO IRS SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY TRUSTEE OR OFFICER WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST HAS A DUTY TO DISCLOSE THE EXISTENCE OF FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. TRUSTEES OR OFFICERS WILL ANNUALLY DISCLOSE INTEREST THAT CAN GIVE RISE TO CONFLICTS OF INTEREST. IF ATER A HEARING THE BOARD DETERMINES THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS APPROVED BY THE BOARD AND IS COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN'S BOARD IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ALLIED INDUSTRIES PENSION FUND LOCAL 427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IUE LOCAL 81427
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0226195465
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1221405099
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS TO MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORGANIZATION IS A LABOL UNION REPRESENTING MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0155 CHANGEBRIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1155 CHANGEBRIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MONTVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MONTVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107045
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07520325
IRS990/TotalAssetsEOYAmt08363038
IRS990/TotalAssetsGrp/BOYAmt07520325
IRS990/TotalAssetsGrp/EOYAmt08363038
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0697390
IRS990/TotalFunctionalExpensesGrp/TotalAmt0697390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0284733
IRS990/TotalLiabilitiesEOYAmt0151051
IRS990/TotalLiabilitiesGrp/BOYAmt0284733
IRS990/TotalLiabilitiesGrp/EOYAmt0151051
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07235592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08211987
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0697390
IRS990/TotalProgramServiceRevenueAmt0211175
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt0385255
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211175
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0596430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07520325
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08363038
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O DHCOOK 1040 AV OF AMERICAS
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010018
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02125055050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED INDUSTRIES LOCAL 427 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0237170500
ReturnHeader/Filer/PhoneNum02125055050
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO DHCOOK 1040 AV OF AMERICAS
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132688836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGOFF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 LEXINGTON AVENUE 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100176603
ReturnHeader/PreparerPersonGrp/PhoneNum02125575666
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABDELLATIF ELMAGHRABI
ReturnHeader/ReturnTs02025-08-06T13:55:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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