Civic Intelligence

Board of Trustees-Teamsters' Industry

EIN 25-6035969 • 501(c)9 • Mcmurray, PA

View Organization Page

Profile

The fund provides health and welfare benefits to its members and their dependents, which include, medical, dental, accident, disability, prescription drug and death benefits.

3025 Washington Road 304Mcmurray, PA 15317-3246

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.13x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

56th percentile

8.5%

Higher net margin than 56% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

39th percentile

3.7%

Faster asset growth than 39% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

1.8%

Faster revenue growth than 29% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$57,924,205

Up $2,074,366 (+3.7%) from 2023

Liabilities

Down

$7,404,534

Down $701,412 (-8.7%) from 2023

Net Assets

Up

$50,519,671

Up $2,775,778 (+5.8%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin56th percentile

Revenue

Up

$11,265,576

Up $198,829 (+1.8%) from 2023

Expenses

Down

$10,310,285

Down $201,168 (-1.9%) from 2023

Net Income

Up

$955,291

Up $399,997 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$60M$40M$20M$0Assets 2012: $17,882,759Liabilities 2012: $5,306,886Net Assets 2012: $12,575,8732012Assets 2013: $18,596,399Liabilities 2013: $5,076,257Net Assets 2013: $13,520,1422013Assets 2014: $19,927,710Liabilities 2014: $5,642,739Net Assets 2014: $14,284,9712014Assets 2015: $21,106,565Liabilities 2015: $5,812,337Net Assets 2015: $15,294,2282015Assets 2016: $22,837,762Liabilities 2016: $5,991,190Net Assets 2016: $16,846,5722016Assets 2017: $28,840,392Liabilities 2017: $9,098,332Net Assets 2017: $19,742,0602017Assets 2018: $35,441,829Liabilities 2018: $12,633,711Net Assets 2018: $22,808,1182018Assets 2019: $47,653,236Liabilities 2019: $15,538,658Net Assets 2019: $32,114,5782019Assets 2020: $51,144,454Liabilities 2020: $13,421,376Net Assets 2020: $37,723,0782020Assets 2021: $55,557,283Liabilities 2021: $11,239,078Net Assets 2021: $44,318,2052021Assets 2022: $53,977,835Liabilities 2022: $9,275,499Net Assets 2022: $44,702,3362022Assets 2023: $55,849,839Liabilities 2023: $8,105,946Net Assets 2023: $47,743,8932023Assets 2024: $57,924,205Liabilities 2024: $7,404,534Net Assets 2024: $50,519,6712024

Highlighted filing

2024

Assets$57,924,205
Liabilities$7,404,534
Net Assets$50,519,671
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$30M$20M$10M$0Expenses 2012: $4,012,4062012Revenue 2013: $5,393,981Expenses 2013: $4,488,669Net Income 2013: $905,3122013Revenue 2014: $6,247,084Expenses 2014: $4,926,662Net Income 2014: $1,320,4222014Revenue 2015: $6,599,137Expenses 2015: $5,480,198Net Income 2015: $1,118,9392015Revenue 2016: $7,150,977Expenses 2016: $5,381,371Net Income 2016: $1,769,6062016Revenue 2017: $11,850,005Expenses 2017: $5,910,882Net Income 2017: $5,939,1232017Revenue 2018: $15,252,369Expenses 2018: $7,833,279Net Income 2018: $7,419,0902018Revenue 2019: $20,435,103Expenses 2019: $9,403,743Net Income 2019: $11,031,3602019Revenue 2020: $13,984,378Expenses 2020: $10,705,008Net Income 2020: $3,279,3702020Revenue 2021: $15,012,205Expenses 2021: $10,412,505Net Income 2021: $4,599,7002021Revenue 2022: $12,411,433Expenses 2022: $10,448,008Net Income 2022: $1,963,4252022Revenue 2023: $11,066,747Expenses 2023: $10,511,453Net Income 2023: $555,2942023Revenue 2024: $11,265,576Expenses 2024: $10,310,285Net Income 2024: $955,2912024

Highlighted filing

2024

Revenue$11,265,576
Expenses$10,310,285
Net Income$955,291
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$57,924,205
Liabilities
$7,404,534
Net assets
$50,519,671
Revenue
$11,265,576
Expenses
$10,310,285
Net income
$955,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.9$7.40$50.5$11.3$10.3$0.96
2023Detailed filing. Detailed filing data is available for this year.$55.8$8.11$47.7$11.1$10.5$0.56
2022Detailed filing. Detailed filing data is available for this year.$54.0$9.28$44.7$12.4$10.4$1.96
2021Detailed filing. Detailed filing data is available for this year.$55.6$11.2$44.3$15.0$10.4$4.60
2020Detailed filing. Detailed filing data is available for this year.$51.1$13.4$37.7$14.0$10.7$3.28
2019Detailed filing. Detailed filing data is available for this year.$47.7$15.5$32.1$20.4$9.40$11.0
2018Detailed filing. Detailed filing data is available for this year.$35.4$12.6$22.8$15.3$7.83$7.42
2017Detailed filing. Detailed filing data is available for this year.$28.8$9.10$19.7$11.9$5.91$5.94
2016Detailed filing. Detailed filing data is available for this year.$22.8$5.99$16.8$7.15$5.38$1.77
2015Detailed filing. Detailed filing data is available for this year.$21.1$5.81$15.3$6.60$5.48$1.12
2014Detailed filing. Detailed filing data is available for this year.$19.9$5.64$14.3$6.25$4.93$1.32
2013Detailed filing. Detailed filing data is available for this year.$18.6$5.08$13.5$5.39$4.49$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$5.31$12.6$4.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$27,668,622
Mission and Program Overview

Mission

The fund provides health and welfare benefits to its members and their dependents, which include, medical, dental, accident, vision, disability, prescription drug and death benefits.

Providing health and welfare benefits to its members and their dependents, which include, medical, dental, accident, disability, prescription drug and death benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$44,482,376$46,706,640▲ $2,224,264
Investments Program Related$6,823,918$7,250,516▲ $426,598
Cash and Non-Interest-Bearing Accounts$2,701,654$2,339,094▼ $362,560
Prepaid Expenses and Deferred Charges$719,944$717,931▼ $2,013
Total Assets$55,849,839$57,924,205▲ $2,074,366
Other Assets Total$1,121,947$910,024▼ $211,923
Liabilities
Other Liabilities$7,962,700$7,316,500▼ $646,200
Accounts Payable and Accrued Expenses$143,246$88,034▼ $55,212
Total Liabilities$8,105,946$7,404,534▼ $701,412
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$47,743,893$50,519,671▲ $2,775,778
Total Net Assets Fund Balance$47,743,893$50,519,671▲ $2,775,778
Total Liabilities and Net Assets / Fund Balance$55,849,839$57,924,205▲ $2,074,366

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$7,250,516--
Other Securities$10,787,579--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Douglas YoungsAlt Chair - Labor Trustee
Joseph PodolakChairman-labor Trustee
Darryl WattLabor Trustee
Eugene BosettiLabor Trustee
Thomas HuckLabor Trustee
Charles J NiederriterManagement Trustee
John NemmerManagement Trustee
Richard TeodoriManagement Trustee
Ryan HarcarSecretary - Mgmt. Trustee
Erik BertrandALTERNATE SEC'Y - MGMT. TR
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,837,792
Investment Income
$1,427,784
Other Revenue
$0
Change in Net Assets
$955,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,171,917
Revenue Not Reported on Financial Statements
$93,659
Revenue Not Reported on Form 990
$1,820,485
Total Revenue per Audited Statements
$12,992,402
Total Revenue per Form 990
$11,265,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$496,304
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$9,813,981--$9,813,981
Fees for Services Other$284,666--$284,666
Fees for Service Investment Mgmnt Fees$93,659--$93,659
Fees for Services Accounting$37,036--$37,036
Fees for Services Legal$28,735--$28,735
Insurance$18,055--$18,055
Other Expenses$4,171--$4,171
Total Functional Expenses$10,310,285$0$0$10,310,285

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,310,285
Expenses per Audited Statements$10,216,626
Total Expenses per Audited Statements$10,216,626
Expenses Not Reported on Financial Statements$93,659
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
Estimated Liability - Future Benefits$7,288,000
Estimated Liability - Claims Incurred But Not Reported or Paid$28,500
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Explanation: the organization has designated the plan administrator to review the form 990. The completed return is reviwed by the plan administrator in its entirety before signing and filing.”

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

“Explanation: the plan trustees hold quarterly meetings discussing fund business, and independence is addressed at each meeting.”

Form 990, Part VI, Section C, Line 19

“Explanation: hard copies of such documents are held at the plan office, and are available upon request.”

Filing and Contact Details

Filer

Filer Name
BOARD OF TRUSTEES-TEAMSTERS' INDUSTRY
EIN
25-6035969
Phone
4125632255
Address
3025 WASHINGTON ROAD 304, MCMURRAY, PA 15317-3246

Signing Officer

Name
Angela Petersen
Title
Administrator
Phone
4125632255
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Petersen
Formed
1955
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
0

Preparer

Firm
Grossman Yanak & Ford Llp
Address
444 LIBERTY AVENUE SUITE 500, PITTSBURGH, PA 15222
Preparer
Richard E Dynoske
Phone
4123389300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Current year net increase in future benefit obligations 646,200.”

Financial Statement Notes

PART X, LINE 2:

“The fund requested and received tax-exempt status under section 501(c)(9) of the internal revenue code (irc). In the determination letter dated march 22, 1955, the irs stated that the fund, as then designed, was exempt from federal income tax. The irs most recently confirmed the exempt status of the fund on october 26, 1977, subsequent to an amendment, the fund has been further amended since that time for change required by erisa and other regulations. The fund administrator believes that the fund is designed and is currently being operated in complinace with the applicable provisions of the irc. Therefore, no provision for income taxes has been included in the fund's financial statements. U.s. Gaap prescribes a comprehensive model for the financial statement recognition, measurement, presentation, and disclosure of uncertain tax positions taken or expected to be taken in income tax returns. The trustees beleive that there is no liability related to uncertain tax positions at december 31, 2024 or 2023. The fund is no longer subject to tax examinations for the years before 2021.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net decrease in future benefit obligations 646,200.”

Raw XML AppendixShowing 400 of 405 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND THEIR DEPENDENTS, WHICH INCLUDE, MEDICAL, DENTAL, ACCIDENT, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFITS.
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IRS990/Desc0THE FUND CONTRACTED WITH AN INSURANCE PROVIDER FOR THE COVERAGE OF HOSPITAL, MEDICAL, SURGICAL AND VISION BENEFITS. THE FUND ALSO PROVIDED BENEFITS FROM TRUST ASSETS FOR COVERAGE OF DENTAL, SHORT-TERM DISABILITY, VISION, PRESCRIPTION DRUG, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS SPECIFIED IN THE BENEFIT PLAN BOOKLET OF BENEFITS. POST-RETIREMENT BENEFITS ARE NOT PROVDED UNDER THE FUND.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATE SEC'Y - MGMT. TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY - MGMT. TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MANAGEMENT TRUSTEE
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND THEIR DEPENDENTS, WHICH INCLUDE, MEDICAL, DENTAL, ACCIDENT, DISABILITY, PRESCRIPTION DRUG AND DEATH BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047743893
IRS990/NetAssetsOrFundBalancesEOYAmt050519671
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-58456
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-58456
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01174285
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt047743893
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt050519671
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01121947
IRS990/OtherAssetsTotalGrp/EOYAmt0910024
IRS990/OtherChangesInNetAssetsAmt0646200
IRS990/OtherExpensesGrp/Desc0DATA PROCESSING
IRS990/OtherExpensesGrp/Desc1POSTAGE, PRINTING, TELE
IRS990/OtherExpensesGrp/Desc2TRUSTEE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt016155
IRS990/OtherExpensesGrp/ProgramServicesAmt113827
IRS990/OtherExpensesGrp/ProgramServicesAmt24171
IRS990/OtherExpensesGrp/TotalAmt016155
IRS990/OtherExpensesGrp/TotalAmt113827
IRS990/OtherExpensesGrp/TotalAmt24171
IRS990/OtherLiabilitiesGrp/BOYAmt07962700
IRS990/OtherLiabilitiesGrp/EOYAmt07316500
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0719944
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0717931
IRS990/PrincipalOfficerNm0ANGELA PETERSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09784477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09784477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153315
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010078491
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01223977
IRS990/PYOtherExpensesAmt0432962
IRS990/PYOtherRevenueAmt01646
IRS990/PYProgramServiceRevenueAmt09841124
IRS990/PYRevenuesLessExpensesAmt0555294
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010511453
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011066747
IRS990/ReconcilationRevenueExpnssAmt0955291
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt011265576
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt093659
IRS990ScheduleD/ExpensesSubtotalAmt010216626
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt093659
IRS990ScheduleD/InvestmentExpensesNotIncldAmt093659
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt07250516
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MONEY MARKET PORTFOLIO
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01174285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07288000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt128500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED LIABILITY - FUTURE BENEFITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED LIABILITY - CLAIMS INCURRED BUT NOT REPORTED OR PAID
IRS990ScheduleD/OtherRevenueAmt0646200
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt035919061
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110787579
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. GOVERNMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt01820485
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt093659
IRS990ScheduleD/RevenueSubtotalAmt011171917
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND REQUESTED AND RECEIVED TAX-EXEMPT STATUS UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). IN THE DETERMINATION LETTER DATED MARCH 22, 1955, THE IRS STATED THAT THE FUND, AS THEN DESIGNED, WAS EXEMPT FROM FEDERAL INCOME TAX. THE IRS MOST RECENTLY CONFIRMED THE EXEMPT STATUS OF THE FUND ON OCTOBER 26, 1977, SUBSEQUENT TO AN AMENDMENT, THE FUND HAS BEEN FURTHER AMENDED SINCE THAT TIME FOR CHANGE REQUIRED BY ERISA AND OTHER REGULATIONS. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLINACE WITH THE APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. U.S. GAAP PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE TRUSTEES BELEIVE THAT THERE IS NO LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024 OR 2023. THE FUND IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR THE YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET DECREASE IN FUTURE BENEFIT OBLIGATIONS 646,200.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt07250516
IRS990ScheduleD/TotalBookValueSecuritiesAmt046706640
IRS990ScheduleD/TotalExpensesPerForm990Amt010310285
IRS990ScheduleD/TotalLiabilityAmt07316500
IRS990ScheduleD/TotalRevenuePerForm990Amt011265576
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012992402
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010216626
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THE ORGANIZATION HAS DESIGNATED THE PLAN ADMINISTRATOR TO REVIEW THE FORM 990. THE COMPLETED RETURN IS REVIWED BY THE PLAN ADMINISTRATOR IN ITS ENTIRETY BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE PLAN TRUSTEES HOLD QUARTERLY MEETINGS DISCUSSING FUND BUSINESS, AND INDEPENDENCE IS ADDRESSED AT EACH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: HARD COPIES OF SUCH DOCUMENTS ARE HELD AT THE PLAN OFFICE, AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CURRENT YEAR NET INCREASE IN FUTURE BENEFIT OBLIGATIONS 646,200.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS' CONSTRUCTION INDUSTRY & MISC PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0256135580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND ADMINISTRATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03025 WASHINGTON RD SUITE 304
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MCMURRAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0153173246
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt055849839
IRS990/TotalAssetsEOYAmt057924205
IRS990/TotalAssetsGrp/BOYAmt055849839
IRS990/TotalAssetsGrp/EOYAmt057924205
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010310285
IRS990/TotalFunctionalExpensesGrp/TotalAmt010310285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08105946
IRS990/TotalLiabilitiesEOYAmt07404534
IRS990/TotalLiabilitiesGrp/BOYAmt08105946
IRS990/TotalLiabilitiesGrp/EOYAmt07404534
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt047743893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050519671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010310285
IRS990/TotalProgramServiceRevenueAmt09837792
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011265576
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011265576
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt055849839
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057924205
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03025 WASHINGTON ROAD 304
IRS990/USAddress/CityNm0MCMURRAY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0153173246
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04125632255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES-TEAMSTERS' INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0256035969
ReturnHeader/Filer/PhoneNum04125632255
ReturnHeader/Filer/USAddress/AddressLine1Txt03025 WASHINGTON ROAD 304
ReturnHeader/Filer/USAddress/CityNm0MCMURRAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0153173246
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251638525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSSMAN YANAK & FORD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LIBERTY AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04123389300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD E DYNOSKE

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