Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$34,697,693
Up $2,335,210 (+7.2%) from 2011
Net Assets
Up$29,275,483
Up $2,733,841 (+10%) from 2011
Liabilities
Down$5,422,210
Down $398,631 (-6.8%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$15,271,044
Down $2,490,975 (-14%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Providing health and welfare benefits
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/AccountantCompileOrReview | 0 | false |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 52740 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 198631 |
| IRS990/AccountsReceivable/BOY | 0 | 667373 |
| IRS990/AccountsReceivable/EOY | 0 | 277979 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 602 VIRGINIA STREET EAST |
| IRS990/AddressPrincipalOfficerUS/City | 0 | CHARLESTON |
| IRS990/AddressPrincipalOfficerUS/State | 0 | WV |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 25301 |
| IRS990/AllOtherExpenses/Total | 0 | 23301 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | true |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 13603914 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 15763056 |
| IRS990/BenefitsToMembers/Total | 0 | 13603914 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 220 VIRGINIA STREET |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 602 VIRGINIA ST EAST |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | INDIANAPOLIS |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | CHARLESTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | IN |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | WV |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 46204 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 25301 |
| IRS990/ContractorCompensation/Compensation | 0 | 950083 |
| IRS990/ContractorCompensation/Compensation | 1 | 292969 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | CLAIM PROCESSIN |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | GENERAL PLAN AD |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | ANTHEM INSURANCE COMPANIES INC |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | WELLS FARGO TPA |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | true |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | true |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/Total | 0 | 32784 |
| IRS990/FeesForServicesLegal/Total | 0 | 93042 |
| IRS990/FinancialStatementConsolidated | 0 | X |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form8282PropertyDisposedOf | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 12.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | STEVE HERRING |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | CARL YOUNG |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | LARRY WYATT |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | MIKE PIETI |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | MICHELE ASTEMBORSKI |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | BROOKS BURTON |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | CLOVIS YOUNG |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionA/Title | 1 | SECRETARY |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/FundsToPayPremiums | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | 899106 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 65093154 |
| IRS990/GrossReceipts | 0 | 81260397 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IndependentAuditFinancialStmt | 0 | true |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 1687676 |
| IRS990/InvestmentIncomePriorYear | 0 | 1657676 |
| IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome | 0 | 788570 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 788570 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 28851608 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 31603540 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 64194048 |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | STEVE HERRING |
| IRS990/NbrIndependentVotingMembers | 0 | 6 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 6 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 6 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 26541642 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 29275483 |
| IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome | 0 | 899106 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 899106 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 300 |
| IRS990/NumberIndependentVotingMembers | 0 | 6 |
| IRS990/NumberOfContractorsGT100K | 0 | 2 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 1998963 |
| IRS990/OtherExpensesCurrentYear | 0 | 1667130 |
| IRS990/OtherExpenses/Description | 0 | ADMINISTRATION FEES |
| IRS990/OtherExpenses/Description | 1 | BANK & INVESTMENT FEES |
| IRS990/OtherExpenses/Description | 2 | TRUSTEE MEETINGS |
| IRS990/OtherExpenses/Description | 3 | FIDUCIARY INSURANCE |
| IRS990/OtherExpenses/Total | 0 | 1253591 |
| IRS990/OtherExpenses/Total | 1 | 173070 |
| IRS990/OtherExpenses/Total | 2 | 49786 |
| IRS990/OtherExpenses/Total | 3 | 41556 |
| IRS990/OtherLiabilities/BOY | 0 | 5768101 |
| IRS990/OtherLiabilities/EOY | 0 | 5223579 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PremiumsPaid | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/BOY | 0 | 17029 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 15803 |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 525100 |
| IRS990/ProgramServiceRevenueCY | 0 | 15378673 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 2 | COBRA SUBSIDY REIMBURSEMENT |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 18025565 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 15089303 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 231756 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 57614 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 15089303 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 231756 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 57614 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/QuidProQuoContributions | 0 | false |
| IRS990/ReconcilationOtherChanges | 0 | 938536 |
| IRS990/ReconcilationRevenueExpenses | 0 | 1795305 |
| IRS990/RegularMonitoringEnforcement | 0 | true |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | true |
| IRS990/ReportInvestOthSecurities | 0 | true |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | true |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 26541642 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 29275483 |
| IRS990/RevenuesLessExpensesCY | 0 | 1795305 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 1921222 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2826473 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 2800371 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/AgentTrusteeEtc | 0 | false |
| IRS990ScheduleD/AreRelatedOrgsListedScheduleR | 0 | false |
| IRS990ScheduleD/DisclosedForCharitablePurposes | 0 | false |
| IRS990ScheduleD/DisclosedOrgsLegalControl | 0 | false |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | false |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | false |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 1795305 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 2733841 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 734574 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 14536470 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | THE FUND'S TRUSTEES AND LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JANUARY 31, 2012, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE TAX YEARS PRIOR TO 2008. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION 561,504 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION 561,504 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | LIABILITY UNDER FIN 48 FOOTNOTE |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | RECONCILIATION OF CHANGES - OTHER |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | SCHEDULE D, PAGE 4, PART XI, LINE 8 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 2 | SCHEDULE D, PAGE 4, PART XIII, LINE 4B |
| IRS990ScheduleD/IncludedOnFS | 0 | false |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 173070 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 173070 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 377032 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 377032 |
| IRS990ScheduleD/OtherAmount | 0 | 561504 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | 561504 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 5143359 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 80220 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | BENEFIT OBLIGATION |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | CHECKS WRITTEN IN EXCESS OF |
| IRS990ScheduleD/OtherLiabilities/Description | 2 | AVAILABLE BALANCES |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 16118765 |
| IRS990ScheduleD/OtherSecurities/BookValue | 1 | 8099823 |
| IRS990ScheduleD/OtherSecurities/BookValue | 2 | 4614512 |
| IRS990ScheduleD/OtherSecurities/BookValue | 3 | 2770440 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | U.S. GOV'T/MORTGAGE-BACKED SEC. |
| IRS990ScheduleD/OtherSecurities/Description | 1 | CORPORATE & FOREIGN BONDS |
| IRS990ScheduleD/OtherSecurities/Description | 2 | MUTUAL FUNDS |
| IRS990ScheduleD/OtherSecurities/Description | 3 | PREFERRED & COMMON STOCK |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 1 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 2 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 3 | F |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 377032 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 173070 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 16893279 |
| IRS990ScheduleD/Sect170hRequirementsSatisfied | 0 | false |
| IRS990ScheduleD/SolicitedAssetsForSale | 0 | false |
| IRS990ScheduleD/TotalAdjustments | 0 | 938536 |
| IRS990ScheduleD/TotalExpenses | 0 | 15271044 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 15271044 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 5223579 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 31603540 |
| IRS990ScheduleD/TotalRevenue | 0 | 17066349 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 17066349 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 14536470 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 17270311 |
| IRS990ScheduleD/WrittenPolicyMonitoring | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. SECTION C, LINE 18: THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO MAKING ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSMART BENEFIT SOLUTIONS TPA. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | CURRENT YEAR ACTUARIAL CHANGE IN BENEFIT OBLIGATION : 561,504 NET CHANGE IN UNREALIZED APPRECIATION IN FAIR VALUE OF INVESTMENTS : 377,032 TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: 938,536 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | ADDITIONAL INFORMATION |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | MANAGEMENT DELEGATED |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | ENFORCEMENT OF CONFLICTS POLICY |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | OTHER CHANGES IN NET ASSETS EXPLANATION |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PAGE 6, PART VI, LINE 3 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART XI, LINE 5 |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/AddressLine1 | 0 | 133 PEACHTREE STREET NE |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/City | 0 | ATLANTA |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/State | 0 | GA |
| IRS990ScheduleR/Form990ScheduleRPartIII/AddressUS/ZIPCode | 0 | 30303 |
| IRS990ScheduleR/Form990ScheduleRPartIII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/EIN | 0 | 562306364 |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartIII/LegalDomicileState | 0 | DE |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 0 | GEORGIA-PACIFIC WOOD PRODUCTS LLC |
| IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity | 0 | MANUFACTUR |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1 | 0 | 33663 WEYERHAEUSER WAY SOUTH |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City | 0 | FEDERAL WAY |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State | 0 | WA |
| IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode | 0 | 98003 |
| IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartIV/EIN | 0 | 263481257 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.