Civic Intelligence

Sheet Metal Workers Local No 12 Welfare Fund

EIN 25-0994888 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

To pay health and welfare benefits

5 Hot Metal StreetPittsburgh, PA 15203

n/A

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.11x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

52nd percentile

5.7%

Higher net margin than 52% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

50th percentile

7.0%

Faster asset growth than 50% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

9.9%

Faster revenue growth than 59% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$44,238,393

Up $2,889,788 (+7.0%) from 2023

Liabilities

Up

$2,391,659

Up $178,472 (+8.1%) from 2023

Net Assets

Up

$41,846,734

Up $2,711,316 (+6.9%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin52nd percentile

Revenue

Up

$22,700,618

Up $2,048,794 (+9.9%) from 2023

Expenses

Up

$21,404,847

Up $887,069 (+4.3%) from 2023

Net Income

Up

$1,295,771

Up $1,161,725 (+867%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$60M$40M$20M$0Assets 2010: $19,782,733Liabilities 2010: $170,883Net Assets 2010: $19,611,8502010Assets 2011: $23,492,661Liabilities 2011: $304,456Net Assets 2011: $23,188,2052011Assets 2012: $26,817,479Liabilities 2012: $195,032Net Assets 2012: $26,622,4472012Assets 2013: $29,292,980Liabilities 2013: $273,523Net Assets 2013: $29,019,4572013Assets 2014: $31,468,183Liabilities 2014: $378,539Net Assets 2014: $31,089,6442014Assets 2015: $30,897,156Liabilities 2015: $201,919Net Assets 2015: $30,695,2372015Assets 2016: $33,120,128Liabilities 2016: $1,615,603Net Assets 2016: $31,504,5252016Assets 2017: $34,509,292Liabilities 2017: $1,774,918Net Assets 2017: $32,734,3742017Assets 2018: $34,472,285Liabilities 2018: $1,884,944Net Assets 2018: $32,587,3412018Assets 2019: $39,074,375Liabilities 2019: $2,117,207Net Assets 2019: $36,957,1682019Assets 2020: $41,300,685Liabilities 2020: $2,169,493Net Assets 2020: $39,131,1922020Assets 2021: $43,864,039Liabilities 2021: $2,182,940Net Assets 2021: $41,681,0992021Assets 2022: $39,166,504Liabilities 2022: $2,132,825Net Assets 2022: $37,033,6792022Assets 2023: $41,348,605Liabilities 2023: $2,213,187Net Assets 2023: $39,135,4182023Assets 2024: $44,238,393Liabilities 2024: $2,391,659Net Assets 2024: $41,846,7342024

Highlighted filing

2024

Assets$44,238,393
Liabilities$2,391,659
Net Assets$41,846,734
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,846,9862010Expenses 2011: $13,298,2852011Expenses 2012: $13,655,5792012Revenue 2013: $16,128,337Expenses 2013: $14,719,836Net Income 2013: $1,408,5012013Revenue 2014: $16,458,278Expenses 2014: $14,753,942Net Income 2014: $1,704,3362014Revenue 2015: $15,937,332Expenses 2015: $16,014,964Net Income 2015: -$77,6322015Revenue 2016: $17,022,273Expenses 2016: $16,714,885Net Income 2016: $307,3882016Revenue 2017: $17,494,289Expenses 2017: $17,227,933Net Income 2017: $266,3562017Revenue 2018: $19,368,240Expenses 2018: $18,664,290Net Income 2018: $703,9502018Revenue 2019: $20,484,227Expenses 2019: $18,017,425Net Income 2019: $2,466,8022019Revenue 2020: $19,737,386Expenses 2020: $19,917,103Net Income 2020: -$179,7172020Revenue 2021: $19,934,211Expenses 2021: $19,522,616Net Income 2021: $411,5952021Revenue 2022: $20,126,002Expenses 2022: $20,392,212Net Income 2022: -$266,2102022Revenue 2023: $20,651,824Expenses 2023: $20,517,778Net Income 2023: $134,0462023Revenue 2024: $22,700,618Expenses 2024: $21,404,847Net Income 2024: $1,295,7712024

Highlighted filing

2024

Revenue$22,700,618
Expenses$21,404,847
Net Income$1,295,771
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$44,238,393
Liabilities
$2,391,659
Net assets
$41,846,734
Revenue
$22,700,618
Expenses
$21,404,847
Net income
$1,295,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$2.39$41.8$22.7$21.4$1.30
2023Detailed filing. Detailed filing data is available for this year.$41.3$2.21$39.1$20.7$20.5$0.13
2022Detailed filing. Detailed filing data is available for this year.$39.2$2.13$37.0$20.1$20.4$0.27
2021Detailed filing. Detailed filing data is available for this year.$43.9$2.18$41.7$19.9$19.5$0.41
2020Detailed filing. Detailed filing data is available for this year.$41.3$2.17$39.1$19.7$19.9$0.18
2019Detailed filing. Detailed filing data is available for this year.$39.1$2.12$37.0$20.5$18.0$2.47
2018Detailed filing. Detailed filing data is available for this year.$34.5$1.88$32.6$19.4$18.7$0.70
2017Detailed filing. Detailed filing data is available for this year.$34.5$1.77$32.7$17.5$17.2$0.27
2016Detailed filing. Detailed filing data is available for this year.$33.1$1.62$31.5$17.0$16.7$0.31
2015Detailed filing. Detailed filing data is available for this year.$30.9$0.20$30.7$15.9$16.0$0.08
2014Detailed filing. Detailed filing data is available for this year.$31.5$0.38$31.1$16.5$14.8$1.70
2013Detailed filing. Detailed filing data is available for this year.$29.3$0.27$29.0$16.1$14.7$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.20$26.6$13.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.30$23.2$13.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$0.17$19.6$14.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.2
Gross Receipts
$32,402,895
Mission and Program Overview

Mission

The fund is a health and welfare plan providing medical benefits, life insurance, accident insurance and weekly disability income for the eligible members of the sheet metal workers international association local union no. 12 and their dependents.

To pay health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$39,135,418$41,846,734▲ $2,711,316
Investments in Publicly Traded Securities$29,862,472$31,332,660▲ $1,470,188
Accounts Receivable$4,117,947$5,014,290▲ $896,343
Cash and Non-Interest-Bearing Accounts$3,972,586$4,050,895▲ $78,309
Savings and Temporary Cash Investments$3,380,777$3,828,194▲ $447,417
Prepaid Expenses and Deferred Charges$13,989$11,854▼ $2,135
Land, Buildings, and Equipment, Net$834$500▼ $334
Total Assets$41,348,605$44,238,393▲ $2,889,788
Liabilities
Other Liabilities$2,059,802$2,246,240▲ $186,438
Deferred Revenue$114,326$78,384▼ $35,942
Accounts Payable and Accrued Expenses$39,059$67,035▲ $27,976
Total Liabilities$2,213,187$2,391,659▲ $178,472
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,135,418$41,846,734▲ $2,711,316
Total Liabilities and Net Assets / Fund Balance$41,348,605$44,238,393▲ $2,889,788

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$500$2,836$3,336
Land$0--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Donny LeishmanAlternate Employer Trustee
Todd DietrickAlternate Union Trustee
Adam RenickEmployer Trustee
James StrotherEmployer Trustee
John SzymczakEmployer Trustee
Geoff ForingerUnion Trustee
Gregory BloseUnion Trustee
Kevin MalleyUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,044,115
Investment Income
$1,624,586
Other Revenue
$31,917
Change in Net Assets
$1,295,771

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,614,514
Revenue Not Reported on Financial Statements
$86,104
Revenue Not Reported on Form 990
$1,415,545
Total Revenue per Audited Statements
$24,030,059
Total Revenue per Form 990
$22,700,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$524,397
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$0--$20,880,450
Fees for Service Investment Mgmnt Fees$0$0$0$86,104
Other Expenses$0$0$0$62,434
Fees for Services Accounting$0$0$0$39,671
Office Expenses$0$0$0$21,699
Conferences and Meetings$0$0$0$19,747
Fees for Services Legal$0$0$0$15,483
All Other Expenses$0$0$0$13,404
Insurance$0$0$0$6,730
Depreciation Depletion$0$0$0$334
Total Functional Expenses$0$0$0$21,404,847

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,404,847
Expenses per Audited Statements$21,318,743
Total Expenses per Audited Statements$21,318,743
Expenses Not Reported on Financial Statements$86,104
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
Vacation Account Balances$2,246,240
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
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
No
Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local No 12 Welfare Fund
EIN
25-0994888
Phone
4124321142
Address
5 HOT METAL STREET, PITTSBURGH, PA 15203

Signing Officer

Name
Gregory Blose
Title
Trustee
Phone
4124321142
Signed
2025-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Blose
Formed
1957
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
59
Volunteers
0

Preparer

Firm
Diclaudio & Kramer LLC
Address
5000 WATERDAM PLAZA DR STE 220, MCMURRAY, PA 15317
Preparer
Jonathan W Byerly
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by principal officer and signing trustee.”

Pt VI, Line 19

“Form 990 is available upon request.”

Pt XII, Line 2C

“Board of trustees selects and has oversight over auditor.”

Pt VI, Line 12C

“Enforcement of conflicts policy review performed by board of trustees at their periodic meetings.”

Raw XML AppendixShowing 400 of 1,127 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/BOYAmt039059
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt067035
IRS990/AccountsReceivableGrp/BOYAmt04117947
IRS990/AccountsReceivableGrp/EOYAmt05014290
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To pay health and welfare benefits
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt013404
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt020880450
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTRAL DATA SERVICES
IRS990/BooksInCareOfDetail/PhoneNum04124320435
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05 HOT METAL ST STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015203
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03972586
IRS990/CashNonInterestBearingGrp/EOYAmt04050895
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt019747
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt020880450
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01624586
IRS990/CYOtherExpensesAmt0524397
IRS990/CYOtherRevenueAmt031917
IRS990/CYProgramServiceRevenueAmt021044115
IRS990/CYRevenuesLessExpensesAmt01295771
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021404847
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022700618
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0114326
IRS990/DeferredRevenueGrp/EOYAmt078384
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0334
IRS990/Desc0Health and welfare benefits are provided to members of the Sheet Metal Local No. 12 Union.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt039671
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt015483
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt086104
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY BLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN MALLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2GEOFF FORINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES STROTHER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN SZYMCZAK
IRS990/Form990PartVIISectionAGrp/PersonNm5ADAM RENICK
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD DIETRICK
IRS990/Form990PartVIISectionAGrp/PersonNm7DONNY LEISHMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALTERNATE EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0234418
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09936695
IRS990/GrossReceiptsAmt032402895
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt06730
IRS990/InvestmentIncomeGrp/ExclusionAmt01390168
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01390168
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029862472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031332660
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02836
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0834
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0500
IRS990/LandBldgEquipCostOrOtherBssAmt03336
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09702277
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To pay health and welfare benefits
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt039135418
IRS990/NetAssetsOrFundBalancesEOYAmt041846734
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0234418
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0234418
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01415545
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt021699
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION EXPENSE
IRS990/OtherExpensesGrp/Desc1PCORI FEE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3CONSULTING & ACTUARIAL
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0252175
IRS990/OtherExpensesGrp/TotalAmt15654
IRS990/OtherExpensesGrp/TotalAmt2962
IRS990/OtherExpensesGrp/TotalAmt362434
IRS990/OtherLiabilitiesGrp/BOYAmt02059802
IRS990/OtherLiabilitiesGrp/EOYAmt02246240
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031917
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031917
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt031917
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013989
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011854
IRS990/PrincipalOfficerNm0GREGORY BLOSE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SMW NATIONAL PENSION FUND
IRS990/ProgramServiceRevenueGrp/Desc3RETIREE MEDICARE PART D
IRS990/ProgramServiceRevenueGrp/Desc4SASMI CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018462500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12279831
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2176390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt383756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt441638
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt020071858
IRS990/PYInvestmentIncomeAmt01331923
IRS990/PYOtherExpensesAmt0445920
IRS990/PYOtherRevenueAmt030600
IRS990/PYProgramServiceRevenueAmt019289301
IRS990/PYRevenuesLessExpensesAmt0134046
IRS990/PYTotalExpensesAmt020517778
IRS990/PYTotalRevenueAmt020651824
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01295771
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt039135418
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt041846734
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03380777
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03828194
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt086104
IRS990ScheduleD/ExpensesSubtotalAmt021318743
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt086104
IRS990ScheduleD/InvestmentExpensesNotIncldAmt086104
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0500
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02836
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03336
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01415545
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02246240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION ACCOUNT BALANCES
IRS990ScheduleD/RevenueNotReportedAmt01415545
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt086104
IRS990ScheduleD/RevenueSubtotalAmt022614514
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0500
IRS990ScheduleD/TotalExpensesPerForm990Amt021404847
IRS990ScheduleD/TotalLiabilityAmt02246240
IRS990ScheduleD/TotalRevenuePerForm990Amt022700618
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024030059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021318743
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by principal officer and signing trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of trustees selects and has oversight over auditor.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Enforcement of conflicts policy review performed by board of trustees at their periodic meetings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
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/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd43false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd44false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd45false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd46false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd47false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd48false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd49false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd51false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd52false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd53false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd54false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd56false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd57false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0251576072
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1251334312
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2251116939
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3251210576

Document Assets

No mirrored PDF or thumbnail assets are attached yet.