Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
24th percentile
Higher debt load relative to assets than 24% of similar nonprofits.
Liabilities / Revenue
27th percentile
Higher debt load relative to revenue than 27% of similar nonprofits.
Net Margin
10th percentile
Higher net margin than 10% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Assets
Down$54,388,899
Down $7,804,336 (-13%) from 2021
Net Assets
Down$54,363,899
Down $7,804,336 (-13%) from 2021
Liabilities
Flat$25,000
Flat from 2021
Revenue
Down$8,029,607
Down $2,814,768 (-26%) from 2021
Expenses
Down$10,711,492
Down $1,843,490 (-15%) from 2021
Net Income
Down-$2,681,885
Down $971,278 (-57%) from 2021
Provide health and welfare benefits for eligible members and their dependents.
Provide health and welfare benefits for eligible members and their dependents
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $62,168,235 | $54,363,899 | ▼ $7,804,336 |
| Investments in Publicly Traded Securities | $59,495,527 | $51,562,291 | ▼ $7,933,236 |
| Savings and Temporary Cash Investments | $2,157,583 | $1,095,429 | ▼ $1,062,154 |
| Accounts Receivable | - | $1,080,320 | - |
| Cash and Non-Interest-Bearing Accounts | $357,855 | $382,370 | ▲ $24,515 |
| Prepaid Expenses and Deferred Charges | $9,679 | $60,778 | ▲ $51,099 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $62,193,235 | $54,388,899 | ▼ $7,804,336 |
| Other Assets Total | $172,591 | $207,711 | ▲ $35,120 |
| Liabilities | |||
| Other Liabilities | $25,000 | $25,000 | → $0 |
| Total Liabilities | $25,000 | $25,000 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $62,168,235 | $54,363,899 | ▼ $7,804,336 |
| Total Liabilities and Net Assets / Fund Balance | $62,193,235 | $54,388,899 | ▼ $7,804,336 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $0 | $8,640 | $8,640 |
| Name | Title |
|---|---|
| Jeremy Guretzki | Employer Trustee |
| Jim Barrett | Employer Trustee |
| Erin Buck | Union Trustee |
| Randall Hughes | Union Trustee |
| Tony Tidwell | Union Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,611,086 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $9,100,406 |
| Insurance | - | - | - | $486,276 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $101,501 |
| Fees for Services Other | - | - | - | $69,904 |
| Fees for Services Accounting | - | - | - | $23,120 |
| Information Technology | - | - | - | $18,212 |
| Fees for Services Legal | - | - | - | $10,697 |
| Other Expenses | - | - | - | $4,497 |
| All Other Expenses | - | - | - | $1,145 |
| Total Functional Expenses | $0 | $0 | $0 | $10,711,492 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $10,711,492 |
| Expenses per Audited Statements | $10,609,991 |
| Total Expenses per Audited Statements | $10,609,991 |
| Expenses Not Reported on Financial Statements | $101,501 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Prepaid Contributions | $25,000 |
“The trust is governed by a joint board of trustees consisting of five trustees. Two trustees are appointed by international union of operating engineers local 112 representing the participants and two are appointed by the contributiong employers. One additional trustee is appointed as a managing trustee.”
“Form 990 is prepared by the independent accountants and presented to the trustees for review. If any of the trustees have comments or questions, they are resolved prior to filing.”
“The trustees are required to disclose actual or perceived conflicts of interest by december 31st of each year. Any interested person with objective evidence that a trustee may have violated any of the provisions of the policy may report such possible violation to the board of trustees in writing. The board of trustees will investigate and determine the appropirate course of action.”
“All governing documents and financial statements are available for public inspection upon request.”
“Actuary fees 9,000. Consulting 60,904.”
“Continuing education 1,145.”
“The board of trustees assumes responsibility for the selection, oversight, and retention of the independent auditors. This process has not changed from prior year.”
“The veba trust funding benefits of the plan has been organized under the provisions of section 501(c)(9) of the internal revenue code (irc). The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The board of trustees believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service (irs). The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1080320 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1145 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 9100406 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | RANDALL HUGHES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7656435112 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2716 S RANGELINE RD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ANDERSON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 46017 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 357855 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 382370 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 9100406 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 517174 |
| IRS990/CYOtherExpensesAmt | 0 | 1611086 |
| IRS990/CYOtherRevenueAmt | 0 | 3742 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7508691 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -2681885 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 10711492 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8029607 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE PLAN PROVIDES MEDICAL, DENTAL, PHARMACY, VISION, LIFE AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL BENEFITS ARE PROVIDED ON A SELF-FUNDED BASIS EXCEPT FOR LIFE, WHICH IS FULLY INSURED. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 8 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 23120 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 10697 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 69904 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 101501 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RANDALL HUGHES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TONY TIDWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ERIN BUCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JIM BARRETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JEREMY GURETZKI |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | EMPLOYER TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | EMPLOYER TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2007 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -634354 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 27710022 |
| IRS990/GrossReceiptsAmt | 0 | 36373983 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 18212 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 486276 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1151528 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1151528 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 59495527 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 51562291 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 8640 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 8640 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 28344376 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 62168235 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 54363899 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -634354 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -634354 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -6396709 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 172591 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 207711 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CLAIMS ADMINISTRATION |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATIVE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK SERVICE CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | POSTAGE AND DELIVERY |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 621833 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 266350 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 7551 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 4497 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 25000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 25000 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3742 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3742 |
| IRS990/OtherRevenueTotalAmt | 0 | 3742 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 9679 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 60778 |
| IRS990/PrincipalOfficerNm | 0 | RANDALL HUGHES |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 1274258 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7508691 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7508691 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 11081549 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1592272 |
| IRS990/PYOtherExpensesAmt | 0 | 1473433 |
| IRS990/PYOtherRevenueAmt | 0 | 167 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 9251936 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1710607 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 12554982 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 10844375 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -2681885 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 62168235 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 54363899 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2157583 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1095429 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 101501 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 10609991 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 101501 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 101501 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -6396709 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 8640 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 8640 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 25000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PREPAID CONTRIBUTIONS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -6396709 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 101501 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 7928106 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE VEBA TRUST FUNDING BENEFITS OF THE PLAN HAS BEEN ORGANIZED UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 10711492 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 25000 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 8029607 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1531397 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 10609991 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF FIVE TRUSTEES. TWO TRUSTEES ARE APPOINTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 112 REPRESENTING THE PARTICIPANTS AND TWO ARE APPOINTED BY THE CONTRIBUTIONG EMPLOYERS. ONE ADDITIONAL TRUSTEE IS APPOINTED AS A MANAGING TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND PRESENTED TO THE TRUSTEES FOR REVIEW. IF ANY OF THE TRUSTEES HAVE COMMENTS OR QUESTIONS, THEY ARE RESOLVED PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR PERCEIVED CONFLICTS OF INTEREST BY DECEMBER 31ST OF EACH YEAR. ANY INTERESTED PERSON WITH OBJECTIVE EVIDENCE THAT A TRUSTEE MAY HAVE VIOLATED ANY OF THE PROVISIONS OF THE POLICY MAY REPORT SUCH POSSIBLE VIOLATION TO THE BOARD OF TRUSTEES IN WRITING. THE BOARD OF TRUSTEES WILL INVESTIGATE AND DETERMINE THE APPROPIRATE COURSE OF ACTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTUARY FEES 9,000. CONSULTING 60,904. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CONTINUING EDUCATION 1,145. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE SELECTION, OVERSIGHT, AND RETENTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART IX, LINE 24E |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XII, LINE 2C: |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 3 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 4 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 5 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 6 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 7 | 0 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | MI |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 2 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 3 | OK |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 4 | TX |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 5 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 6 | TX |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 7 | LA |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 2 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 3 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 4 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 5 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 6 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 7 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | JANX |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | MID AMERICAN INSPECTION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | PRIME NDT |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | SHAW PIPELINE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | STANLEY INSPECTION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 5 | TEI ANALYTICAL SERVICES |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 6 | UT QUALITY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 7 | WAGGONER & ASSOCIATES |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 112 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | LOCAL 112 NDE TRAINING FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 450546196 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 431412060 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(5) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | IN |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | CONTRIBUTING EMPLOYER |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 2716 S RANGELINE ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | ANDERSON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | ANDERSON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | IN |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 46017 |
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| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
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| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 54388899 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 62193235 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 54388899 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 8 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 10711492 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 25000 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 25000 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 25000 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 25000 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 62168235 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 54363899 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 7508691 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 517174 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7512433 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 8029607 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 62193235 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 54388899 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2716 S RANGELINE RD |
| IRS990/USAddress/CityNm | 0 | ANDERSON |
| IRS990/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990/USAddress/ZIPCd | 0 | 46017 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RANDALL HUGHES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7656435112 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OPERATING ENGINEERS LOCAL 112 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH & WELFARE TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPER |
| ReturnHeader/Filer/EIN | 0 | 261382332 |
| ReturnHeader/Filer/PhoneNum | 0 | 7656435112 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2716 S RANGELINE RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ANDERSON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 46017 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 SW ADAMS STREET SUITE 1000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PEORIA |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.