Civic Intelligence

Carpenters Industrial Council Trust Fund

EIN 23-7331128 • 501(c)9 • Goodlettsville, TN

View Organization Page

Profile

Providing health and welfare benefits

PO Box 1449Goodlettsville, TN 37070

n/A

Siviq Scores

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

Liabilities / Assets

56th percentile

0.06x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.20x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

3.2%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$62,763,383

Up $3,783,440 (+6.4%) from 2023

Liabilities

Down

$3,579,518

Down $445,355 (-11%) from 2023

Net Assets

Up

$59,183,865

Up $4,228,795 (+7.7%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin74th percentile

Revenue

Up

$18,327,666

Up $3,538,136 (+24%) from 2023

Expenses

Up

$14,842,075

Up $1,077,630 (+7.8%) from 2023

Net Income

Up

$3,485,591

Up $2,460,506 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$80M$60M$40M$20M$0Assets 2011: $32,362,483Liabilities 2011: $5,820,841Net Assets 2011: $26,541,6422011Assets 2012: $34,697,693Liabilities 2012: $5,422,210Net Assets 2012: $29,275,4832012Assets 2013: $36,339,232Liabilities 2013: $4,464,322Net Assets 2013: $31,874,9102013Assets 2014: $38,638,069Liabilities 2014: $5,375,974Net Assets 2014: $33,262,0952014Assets 2015: $41,507,762Liabilities 2015: $4,692,685Net Assets 2015: $36,815,0772015Assets 2017: $45,873,794Liabilities 2017: $4,663,477Net Assets 2017: $41,210,3172017Assets 2018: $49,736,145Liabilities 2018: $4,120,306Net Assets 2018: $45,615,8392018Assets 2019: $49,860,112Liabilities 2019: $4,200,527Net Assets 2019: $45,659,5852019Assets 2020: $55,477,977Liabilities 2020: $4,386,481Net Assets 2020: $51,091,4962020Assets 2021: $59,909,755Liabilities 2021: $4,417,933Net Assets 2021: $55,491,8222021Assets 2022: $61,050,279Liabilities 2022: $3,577,468Net Assets 2022: $57,472,8112022Assets 2023: $58,979,943Liabilities 2023: $4,024,873Net Assets 2023: $54,955,0702023Assets 2025: $62,763,383Liabilities 2025: $3,579,518Net Assets 2025: $59,183,8652025

Highlighted filing

2025

Assets$62,763,383
Liabilities$3,579,518
Net Assets$59,183,865
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$15M$10M$5.0M$0Expenses 2011: $17,762,0192011Expenses 2012: $15,271,0442012Expenses 2013: $13,432,9252013Revenue 2014: $15,287,296Expenses 2014: $13,046,086Net Income 2014: $2,241,2102014Revenue 2015: $16,345,328Expenses 2015: $13,155,213Net Income 2015: $3,190,1152015Revenue 2017: $15,982,756Expenses 2017: $12,568,488Net Income 2017: $3,414,2682017Revenue 2018: $19,939,826Expenses 2018: $16,375,221Net Income 2018: $3,564,6052018Revenue 2019: $16,774,595Expenses 2019: $16,685,673Net Income 2019: $88,9222019Revenue 2020: $17,971,329Expenses 2020: $15,162,048Net Income 2020: $2,809,2812020Revenue 2021: $17,731,108Expenses 2021: $14,179,463Net Income 2021: $3,551,6452021Revenue 2022: $17,638,933Expenses 2022: $14,923,640Net Income 2022: $2,715,2932022Revenue 2023: $14,789,530Expenses 2023: $13,764,445Net Income 2023: $1,025,0852023Revenue 2025: $18,327,666Expenses 2025: $14,842,075Net Income 2025: $3,485,5912025

Highlighted filing

2025

Revenue$18,327,666
Expenses$14,842,075
Net Income$3,485,591
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$62,763,383
Liabilities
$3,579,518
Net assets
$59,183,865
Revenue
$18,327,666
Expenses
$14,842,075
Net income
$3,485,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.8$3.58$59.2$18.3$14.8$3.49
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.0$4.02$55.0$14.8$13.8$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.1$3.58$57.5$17.6$14.9$2.72
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$4.42$55.5$17.7$14.2$3.55
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.5$4.39$51.1$18.0$15.2$2.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.9$4.20$45.7$16.8$16.7$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.7$4.12$45.6$19.9$16.4$3.56
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.9$4.66$41.2$16.0$12.6$3.41
2015Detailed filing. Detailed filing data is available for this year.$41.5$4.69$36.8$16.3$13.2$3.19
2014Detailed filing. Detailed filing data is available for this year.$38.6$5.38$33.3$15.3$13.0$2.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$4.46$31.9$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$5.42$29.3$15.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$5.82$26.5$17.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Oct 16, 2025
Return Version
2024v5.0
Gross Receipts
$18,327,666
Mission and Program Overview

Mission

Providing health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,318,477$60,960,858▲ $2,642,381
Rtn Earn Endowment Incm Other Fnds$54,838,044$59,183,865▲ $4,345,821
Savings and Temporary Cash Investments$981,725$1,498,704▲ $516,979
Accounts Receivable$628,919$243,216▼ $385,703
Prepaid Expenses and Deferred Charges$59,600$60,605▲ $1,005
Total Assets$59,988,721$62,763,383▲ $2,774,662
Liabilities
Other Liabilities$5,024,381$3,445,543▼ $1,578,838
Accounts Payable and Accrued Expenses$126,296$133,975▲ $7,679
Total Liabilities$5,150,677$3,579,518▼ $1,571,159
Net Assets / Fund Balance
Total Net Assets Fund Balance$54,838,044$59,183,865▲ $4,345,821
Total Liabilities and Net Assets / Fund Balance$59,988,721$62,763,383▲ $2,774,662
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steve HerringChairman
Darcy HarrisTrustee
Larry WyattTrustee
Sam SpencerTrustee
Tony HadleyTrustee
John SkedgellSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Insurance Companies INCAdmin Fees3075 VANDERCAR WAY, Cincinnati, OH 45209$642,804
Southern Benefit AdministratorsAdmin Fees2001 CALDWELL DRIVE, Goodlettsville, TN 37072$396,019
Slevin & Hart PCLegal1625 MASSACHUSETTS AVE NW SUITE 450, Washington, DC 20036$139,957
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,323,247
Investment Income
$3,004,419
Other Revenue
$0
Change in Net Assets
$3,485,591

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,137,760
Revenue Not Reported on Financial Statements
$189,906
Revenue Not Reported on Form 990
$860,230
Total Revenue per Audited Statements
$18,997,990
Total Revenue per Form 990
$18,327,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,555,100
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---$13,286,975
Fees for Services Management---$334,000
Fees for Service Investment Mgmnt Fees---$189,906
Fees for Services Legal---$139,957
Fees for Services Accounting---$57,631
Conferences and Meetings---$44,861
Fees for Services Other---$43,987
Depreciation Depletion---$13,941
Other Expenses---$6,096
Total Functional Expenses$0$0$0$14,842,075

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,842,075
Expenses per Audited Statements$14,652,169
Total Expenses per Audited Statements$14,652,169
Expenses Not Reported on Financial Statements$189,906
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
Benefit Obligation$3,221,698
Checks Written in Excess of Cash$223,845
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 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.”

Form 990, Page 6, Part VI, Line 3

“The board of trustees has outsourced the day to day administration of the trust fund to healthsmart benefit solutions tpa.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is available to each trustee prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“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.”

Form 990, Page 6, Part VI, Line 19

“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. 0”

Filing and Contact Details

Filer

Filer Name
Ubc Healthcare Trust Fund
EIN
23-7331128
Phone
8008314914
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070

Signing Officer

Name
Steve Herring
Title
Chairman
Phone
8008314914
Signed
2025-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Herring
Formed
1972
Legal Domicile
Tn
Voting Board Members
6
Independent Board Members
6
Employees
80
Volunteers
6

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
James J Cline
Phone
3175661000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund obtained a favorable determination letter on june 28, 1974, in which the internal revenue service stated that the fund, as then designed, was in compliance with the applicable requirements of the code. The fund has been amended since receiving the determination letter. However, 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 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, 2025, there are no uncertain 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's informational returns are subject to examination by taxing authorities for a period of three years from the date they are filed.”

Raw XML Appendix370 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0126296
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0133975
IRS990/AccountsReceivableGrp/BOYAmt0628919
IRS990/AccountsReceivableGrp/EOYAmt0243216
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt013286975
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TPA
IRS990/BooksInCareOfDetail/PhoneNum08008314914
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 CALDWELL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GOODLETTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037072
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt044861
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0642804
IRS990/ContractorCompensationGrp/CompensationAmt1396019
IRS990/ContractorCompensationGrp/CompensationAmt2139957
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03075 VANDERCAR WAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12001 CALDWELL DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21625 MASSACHUSETTS AVE NW SUITE 450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CINCINNATI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1GOODLETTSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045209
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd137072
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd220036
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM INSURANCE COMPANIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SOUTHERN BENEFIT ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SLEVIN & HART PC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN FEES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMIN FEES
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt013286975
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03004419
IRS990/CYOtherExpensesAmt01555100
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015323247
IRS990/CYRevenuesLessExpensesAmt03485591
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt014842075
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018327666
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt013941
IRS990/Desc0THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt080
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt057631
IRS990/FeesForServicesLegalGrp/TotalAmt0139957
IRS990/FeesForServicesManagementGrp/TotalAmt0334000
IRS990/FeesForServicesOtherGrp/TotalAmt043987
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0189906
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY WYATT
IRS990/Form990PartVIISectionAGrp/PersonNm1TONY HADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2SAM SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm3DARCY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE HERRING
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SKEDGELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01036495
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01036495
IRS990/GrossReceiptsAmt018327666
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01967924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01967924
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058318477
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060960858
IRS990/IRPDocumentCnt0174
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt054838044
IRS990/NetAssetsOrFundBalancesEOYAmt059183865
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01036495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01036495
IRS990/NetUnrlzdGainsLossesInvstAmt0860230
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1FIDUCIARY INSURANCE
IRS990/OtherExpensesGrp/Desc2PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc3PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0683817
IRS990/OtherExpensesGrp/TotalAmt122508
IRS990/OtherExpensesGrp/TotalAmt218396
IRS990/OtherExpensesGrp/TotalAmt36096
IRS990/OtherLiabilitiesGrp/BOYAmt05024381
IRS990/OtherLiabilitiesGrp/EOYAmt03445543
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt060605
IRS990/PrincipalOfficerNm0STEVE HERRING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015271507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt151740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015271507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151740
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt017243008
IRS990/PYInvestmentIncomeAmt0409927
IRS990/PYOtherExpensesAmt01704601
IRS990/PYProgramServiceRevenueAmt016043835
IRS990/PYRevenuesLessExpensesAmt0-2493847
IRS990/PYTotalExpensesAmt018947609
IRS990/PYTotalRevenueAmt016453762
IRS990/ReconcilationRevenueExpnssAmt03485591
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt054838044
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059183865
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0981725
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01498704
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0189906
IRS990ScheduleD/ExpensesSubtotalAmt014652169
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0189906
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0189906
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0860230
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03221698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1223845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHECKS WRITTEN IN EXCESS OF CASH
IRS990ScheduleD/RevenueNotReportedAmt0860230
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0189906
IRS990ScheduleD/RevenueSubtotalAmt018137760
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND OBTAINED A FAVORABLE DETERMINATION LETTER ON JUNE 28, 1974, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, 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 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, 2025, THERE ARE NO UNCERTAIN 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'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt014842075
IRS990ScheduleD/TotalLiabilityAmt03445543
IRS990ScheduleD/TotalRevenuePerForm990Amt018327666
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018997990
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014652169
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION 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/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSMART BENEFIT SOLUTIONS TPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/ExplanationTxt4THE 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. 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DOREL JUVENILE GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1JOHNSTON TOMBIGBEE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2KLIPSCH GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3OVERHEAD DOOR - OHIO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4WEYERHAEUSER - EMERSON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0GEORGIA-PACIFIC WOOD PRODUCTS LLC
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt059988721
IRS990/TotalAssetsEOYAmt062763383
IRS990/TotalAssetsGrp/BOYAmt059988721
IRS990/TotalAssetsGrp/EOYAmt062763383
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt080
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014842075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05150677
IRS990/TotalLiabilitiesEOYAmt03579518
IRS990/TotalLiabilitiesGrp/BOYAmt05150677
IRS990/TotalLiabilitiesGrp/EOYAmt03579518
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054838044
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059183865
IRS990/TotalProgramServiceRevenueAmt015323247
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018327666
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018327666
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt059988721
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062763383
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1449
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037070
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HERRING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08008314914
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UBC HEALTHCARE TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UBC HEALTHCARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UBCH
ReturnHeader/Filer/EIN0237331128
ReturnHeader/Filer/PhoneNum08008314914
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J CLINE
ReturnHeader/ReturnTs02025-10-31T13:38:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $50M-$100M nonprofits