Civic Intelligence

Cleveland Bakers and Teamsters

EIN 34-0753693 • 501(c)9 • Valley View, OH

Profile

To perform functions associated with administering a multi-employer health & welfare plan on behalf of participants and their dependents.

9665 Rockside Road CValley View, OH 44125

www.cbtfunds.com

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.07x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

49th percentile

5.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Up

$123,052,033

Up $11,574,488 (+10%) from 2023

Liabilities

Down

$5,937,786

Down $400,095 (-6.3%) from 2023

Net Assets

Up

$117,114,247

Up $11,974,583 (+11%) from 2023

Revenue

Down

$80,658,619

Down $1,955,632 (-2.4%) from 2023

Expenses

Up

$71,639,752

Up $834,521 (+1.2%) from 2023

Net Income

Down

$9,018,867

Down $2,790,153 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $100,151,263Liabilities 2010: $35,581,562Net Assets 2010: $64,569,7012010Assets 2011: $76,446,193Liabilities 2011: $10,919,932Net Assets 2011: $65,526,2612011Assets 2012: $84,826,762Liabilities 2012: $13,618,460Net Assets 2012: $71,208,3022012Assets 2013: $87,881,813Liabilities 2013: $14,120,197Net Assets 2013: $73,761,6162013Assets 2014: $87,822,165Liabilities 2014: $15,454,315Net Assets 2014: $72,367,8502014Assets 2015: $83,392,880Liabilities 2015: $11,542,329Net Assets 2015: $71,850,5512015Assets 2016: $78,693,242Liabilities 2016: $6,164,852Net Assets 2016: $72,528,3902016Assets 2017: $82,741,303Liabilities 2017: $5,238,308Net Assets 2017: $77,502,9952017Assets 2018: $76,133,768Liabilities 2018: $6,106,994Net Assets 2018: $70,026,7742018Assets 2019: $80,454,650Liabilities 2019: $6,111,915Net Assets 2019: $74,342,7352019Assets 2020: $86,130,651Liabilities 2020: $6,416,740Net Assets 2020: $79,713,9112020Assets 2021: $91,809,793Liabilities 2021: $5,333,917Net Assets 2021: $86,475,8762021Assets 2022: $93,528,628Liabilities 2022: $5,568,032Net Assets 2022: $87,960,5962022Assets 2023: $111,477,545Liabilities 2023: $6,337,881Net Assets 2023: $105,139,6642023Assets 2024: $123,052,033Liabilities 2024: $5,937,786Net Assets 2024: $117,114,2472024

Highlighted filing

2024

Assets$123,052,033
Liabilities$5,937,786
Net Assets$117,114,247

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $52,811,4052010Expenses 2011: $56,592,7822011Expenses 2012: $60,316,8472012Revenue 2013: $59,366,511Expenses 2013: $63,760,352Net Income 2013: -$4,393,8412013Revenue 2014: $65,121,617Expenses 2014: $66,673,046Net Income 2014: -$1,551,4292014Revenue 2015: $64,988,675Expenses 2015: $60,187,907Net Income 2015: $4,800,7682015Revenue 2016: $62,462,928Expenses 2016: $64,785,288Net Income 2016: -$2,322,3602016Revenue 2017: $65,533,746Expenses 2017: $65,284,618Net Income 2017: $249,1282017Revenue 2018: $65,136,624Expenses 2018: $66,572,140Net Income 2018: -$1,435,5162018Revenue 2019: $61,282,008Expenses 2019: $65,187,643Net Income 2019: -$3,905,6352019Revenue 2020: $64,769,026Expenses 2020: $65,547,560Net Income 2020: -$778,5342020Revenue 2021: $61,981,646Expenses 2021: $60,725,981Net Income 2021: $1,255,6652021Revenue 2022: $72,549,949Expenses 2022: $65,040,324Net Income 2022: $7,509,6252022Revenue 2023: $82,614,251Expenses 2023: $70,805,231Net Income 2023: $11,809,0202023Revenue 2024: $80,658,619Expenses 2024: $71,639,752Net Income 2024: $9,018,8672024

Highlighted filing

2024

Revenue$80,658,619
Expenses$71,639,752
Net Income$9,018,867

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$123$5.94$117$80.7$71.6$9.02
2023Detailed filing. Detailed filing data is available for this year.$111$6.34$105$82.6$70.8$11.8
2022Detailed filing. Detailed filing data is available for this year.$93.5$5.57$88.0$72.5$65.0$7.51
2021Detailed filing. Detailed filing data is available for this year.$91.8$5.33$86.5$62.0$60.7$1.26
2020Detailed filing. Detailed filing data is available for this year.$86.1$6.42$79.7$64.8$65.5$0.78
2019Detailed filing. Detailed filing data is available for this year.$80.5$6.11$74.3$61.3$65.2$3.91
2018Detailed filing. Detailed filing data is available for this year.$76.1$6.11$70.0$65.1$66.6$1.44
2017Detailed filing. Detailed filing data is available for this year.$82.7$5.24$77.5$65.5$65.3$0.25
2016Detailed filing. Detailed filing data is available for this year.$78.7$6.16$72.5$62.5$64.8$2.32
2015Detailed filing. Detailed filing data is available for this year.$83.4$11.5$71.9$65.0$60.2$4.80
2014Detailed filing. Detailed filing data is available for this year.$87.8$15.5$72.4$65.1$66.7$1.55
2013Detailed filing. Detailed filing data is available for this year.$87.9$14.1$73.8$59.4$63.8$4.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$13.6$71.2$60.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.4$10.9$65.5$56.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$35.6$64.6$52.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$94,932,261
Mission and Program Overview

Mission

To perform functions associated with administering a multi-employer health & welfare plan on behalf of participants and their dependents.

To perform functions associated with administering a multi-employer health & welfare plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$87,803,403$100,305,461▲ $12,502,058
Savings and Temporary Cash Investments$10,374,300$11,829,710▲ $1,455,410
Accounts Receivable$8,684,974$6,366,295▼ $2,318,679
Land, Buildings, and Equipment, Net$104,027$94,099▼ $9,928
Prepaid Expenses and Deferred Charges$58,174$85,061▲ $26,887
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$111,477,545$123,052,033▲ $11,574,488
Other Assets Total$4,452,417$4,371,157▼ $81,260
Liabilities
Other Liabilities$5,982,447$5,826,011▼ $156,436
Accounts Payable and Accrued Expenses$352,075$99,624▼ $252,451
Deferred Revenue$3,359$12,151▲ $8,792
Total Liabilities$6,337,881$5,937,786▼ $400,095
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,139,664$117,114,247▲ $11,974,583
Total Net Assets Fund Balance$105,139,664$117,114,247▲ $11,974,583
Total Liabilities and Net Assets / Fund Balance$111,477,545$123,052,033▲ $11,574,488

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$94,099$1,259,501$1,353,600
Leasehold Improvements$0$220,378$220,378
Equipment$0$69,563$69,563
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Abby PecoraroHealth and Welfare ManagerFT$125,229$40,744$165,973
Andrea SmithAssistant Administrative ManagerFT$103,914$42,687$146,601

Board Members and Trustees

NameTitle
Carl PecoraroChairman
Edward ThomasCo-Chairman
Eric PolischakAlternate Trustee
Jim FranklinAlternate Trustee
Tito WilsonAlternate Trustee
Tony SleeAlternate Trustee
Victor PenaAlternate Trustee
Brian PyclikTrustee
Dan ChavezTrustee
Dan GentileTrustee
Holly DibinTrustee
Jill SinkhornTrustee
Mark DawsonTrustee
Michael StanekTrustee
Paul LaBudaTrustee
Phil LukicTrustee
Stan LaBudaTrustee
Thomas HeinenTrustee
Mark SponsellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,221,892
Investment Income
$5,436,727
Other Revenue
$0
Change in Net Assets
$9,018,867

Audited Revenue Reconciliation

Revenue per Audited Statements
$80,482,699
Revenue Not Reported on Financial Statements
$175,920
Revenue Not Reported on Form 990
$2,855,716
Total Revenue per Audited Statements
$83,338,415
Total Revenue per Form 990
$80,658,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,425,791
Other Expenses$1,277,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$68,936,122
Other Salaries and Wages---$764,526
Fees for Services Other---$302,619
Other Employee Benefits---$213,617
Pension Plan Contributions---$211,185
Office Expenses---$196,850
Fees for Service Investment Mgmnt Fees---$175,920
Comp Disqual Persons---$165,973
Fees for Services Legal---$148,207
Fees for Services Accounting---$81,863
Travel---$75,582
Occupancy---$71,509
Payroll Taxes---$70,490
Insurance---$64,745
Depreciation Depletion---$22,484
Conferences and Meetings---$4,501
Other Expenses---$3,073
Total Functional Expenses$0$0$0$71,639,752

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$71,639,752
Expenses per Audited Statements$71,463,832
Total Expenses per Audited Statements$71,463,832
Expenses Not Reported on Financial Statements$175,920
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Abby PecoraroDaughter of Carl Pecoraro, ChairmanCompensationNo$126,579
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Term Liab Reserve Acct$5,800,000
Lease Liabilities$26,011
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
Yes
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 A, line 2

Paul Labuda and Stan Labuda have a family relationship.

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

The Form 990 is circulated to all trustees to review prior to filing with the IRS.

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

Trustees are covered under the policy. A list of all financial transactions are reviewed and approved on a quarterly basis by the board of trustees.

Form 990, Part VI, Section C, line 19

The documents are available upon request according to the period of disclosure provided by IRC Section 6104(d).

Form 990, Part VII, Line 1A, Column B

Time devoted to position is as needed. Hours provided are averages estimated for each trustee.

Filing and Contact Details

Filer

Filer Name
Cleveland Bakers and Teamsters
EIN
34-0753693
Phone
2167816858
Address
9665 Rockside Road C, Valley View, OH 44125

Signing Officer

Name
Carl Pecoraro
Title
Chairman
Phone
2167816858
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Pecoraro
Formed
1952
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
14
Volunteers
19

Preparer

Firm
Rsm US Llp
Address
30 South Wacker Dr Suite 3300, Chicago, IL 60606-3392
Preparer
Ariel Garcia
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Change in Benefit Obligations Payable 100,000.

Financial Statement Notes

Part X, Line 2:

The Fund has a determination letter from the Internal Revenue Service (IRS), dated June 17, 1992, and is exempt from federal income taxes under Section 501(c)(5). The Fund's sponsors and counsel believe that the trust continues to qualify as tax exempt and to operate as designed. Therefore, no provision for income taxes has been included in the Fund's financial statements. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the U.S. federal tax authorities. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 614 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0352075
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt099624
IRS990/AccountsReceivableGrp/BOYAmt08684974
IRS990/AccountsReceivableGrp/EOYAmt06366295
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To perform functions associated with administering a multi-employer health & welfare plan.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt068936122
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Carl Pecoraro Chairman
IRS990/BooksInCareOfDetail/PhoneNum02167816858
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09665 Rockside Road No C
IRS990/BooksInCareOfDetail/USAddress/CityNm0Valley View
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044125
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0250
IRS990/CashNonInterestBearingGrp/EOYAmt0250
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompDisqualPersonsGrp/TotalAmt0165973
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt04501
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt068936122
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05436727
IRS990/CYOtherExpensesAmt01277839
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt075221892
IRS990/CYRevenuesLessExpensesAmt09018867
IRS990/CYSalariesCompEmpBnftPaidAmt01425791
IRS990/CYTotalExpensesAmt071639752
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080658619
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03359
IRS990/DeferredRevenueGrp/EOYAmt012151
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt022484
IRS990/Desc0To perform functions associated with administering a multi-employer health & welfare plan on behalf of participants and their dependents.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt081863
IRS990/FeesForServicesLegalGrp/TotalAmt0148207
IRS990/FeesForServicesOtherGrp/TotalAmt0302619
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0175920
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1940744
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2042687
IRS990/Form990PartVIISectionAGrp/PersonNm0Carl Pecoraro
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Sponseller
IRS990/Form990PartVIISectionAGrp/PersonNm3Dan Chavez
IRS990/Form990PartVIISectionAGrp/PersonNm4Mark Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm5Holly Dibin
IRS990/Form990PartVIISectionAGrp/PersonNm6Dan Gentile
IRS990/Form990PartVIISectionAGrp/PersonNm7Thomas Heinen
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul LaBuda
IRS990/Form990PartVIISectionAGrp/PersonNm9Stan LaBuda
IRS990/Form990PartVIISectionAGrp/PersonNm10Phil Lukic
IRS990/Form990PartVIISectionAGrp/PersonNm11Brian Pyclik
IRS990/Form990PartVIISectionAGrp/PersonNm12Jill Sinkhorn
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Stanek
IRS990/Form990PartVIISectionAGrp/PersonNm14Jim Franklin
IRS990/Form990PartVIISectionAGrp/PersonNm15Victor Pena
IRS990/Form990PartVIISectionAGrp/PersonNm16Eric Polischak
IRS990/Form990PartVIISectionAGrp/PersonNm17Tony Slee
IRS990/Form990PartVIISectionAGrp/PersonNm18Tito Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm19Abby Pecoraro
IRS990/Form990PartVIISectionAGrp/PersonNm20Andrea Smith
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19125229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20103914
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Alternate Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Health and Welfare Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt20Assistant Administrative Manager
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03383684
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017657326
IRS990/GrossReceiptsAmt094932261
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt064745
IRS990/InvestmentIncomeGrp/ExclusionAmt02053043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02053043
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt087803403
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0100305461
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01549442
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0104027
IRS990/LandBldgEquipBasisNetGrp/EOYAmt094099
IRS990/LandBldgEquipCostOrOtherBssAmt01643541
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014273642
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To perform functions associated with administering a multi-employer health & welfare plan on behalf of participants and their dependents.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0105139664
IRS990/NetAssetsOrFundBalancesEOYAmt0117114247
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03383684
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03383684
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02855716
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0105139664
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0117114247
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt071509
IRS990/OfficeExpensesGrp/TotalAmt0196850
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04452417
IRS990/OtherAssetsTotalGrp/EOYAmt04371157
IRS990/OtherChangesInNetAssetsAmt0100000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0213617
IRS990/OtherExpensesGrp/Desc0Equipment Rent & Maint
IRS990/OtherExpensesGrp/Desc1Auto Expense
IRS990/OtherExpensesGrp/Desc2Dues and Subscriptions
IRS990/OtherExpensesGrp/TotalAmt0122680
IRS990/OtherExpensesGrp/TotalAmt17806
IRS990/OtherExpensesGrp/TotalAmt23073
IRS990/OtherLiabilitiesGrp/BOYAmt05982447
IRS990/OtherLiabilitiesGrp/EOYAmt05826011
IRS990/OtherSalariesAndWagesGrp/TotalAmt0764526
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt070490
IRS990/PensionPlanContributionsGrp/TotalAmt0211185
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058174
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085061
IRS990/PrincipalOfficerNm0Carl Pecoraro
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participants Contributions
IRS990/ProgramServiceRevenueGrp/Desc2Formulary Rebates
IRS990/ProgramServiceRevenueGrp/Desc3Retiree Contributions
IRS990/ProgramServiceRevenueGrp/Desc4Cobra Premiums Received
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt068036645
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15054053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21187717
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3849520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt493957
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt068036645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15054053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21187717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3849520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt493957
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt068075735
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02362784
IRS990/PYOtherExpensesAmt01380164
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt080251467
IRS990/PYRevenuesLessExpensesAmt011809020
IRS990/PYSalariesCompEmpBnftPaidAmt01349332
IRS990/PYTotalExpensesAmt070805231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt082614251
IRS990/ReconcilationRevenueExpnssAmt09018867
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010374300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011829710
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069563
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069563
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0175920
IRS990ScheduleD/ExpensesSubtotalAmt071463832
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0175920
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0175920
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0220378
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0220378
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02855716
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094099
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01259501
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01353600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05800000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt126011
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Term Liab Reserve Acct
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Lease Liabilities
IRS990ScheduleD/RevenueNotReportedAmt02855716
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0175920
IRS990ScheduleD/RevenueSubtotalAmt080482699
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Fund has a determination letter from the Internal Revenue Service (IRS), dated June 17, 1992, and is exempt from federal income taxes under Section 501(c)(5). The Fund's sponsors and counsel believe that the trust continues to qualify as tax exempt and to operate as designed. Therefore, no provision for income taxes has been included in the Fund's financial statements. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the U.S. federal tax authorities. The plan administrator has analyzed the tax positions taken by the Plan, and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094099
IRS990ScheduleD/TotalExpensesPerForm990Amt071639752
IRS990ScheduleD/TotalLiabilityAmt05826011
IRS990ScheduleD/TotalRevenuePerForm990Amt080658619
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt083338415
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt071463832
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0125229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt023375
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Abby Pecoraro
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Health and Welfare Manager
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0165973
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Abby Pecoraro

Document Assets

No mirrored PDF or thumbnail assets are attached yet.