Civic Intelligence

Iron Workers Local 17 Insurance Benefit Plan

990 • Fiscal year 2025 • EIN 34-0759023

May 01, 2024 to Apr 30, 2025

Organization ProfileNA

View Organization Page

5600 New King Drive 330Troy, MI 48098

(216) 241-1086

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.07x

Higher debt load relative to assets than 50% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.15x

Higher debt load relative to revenue than 70% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2025 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

60th percentile

8.9%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

0.0%

Faster revenue growth than 28% of similar nonprofits.

2025 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$30,856,389

Up $11,356,005 (+58%) from 2022

Net Assets

Up

$28,830,616

Up $10,979,134 (+62%) from 2022

Liabilities

Up

$2,025,773

Up $376,871 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin74th percentile

Revenue

Up

$13,568,451

Up $1,218,835 (+9.9%) from 2022

Expenses

Up

$11,717,813

Up $2,165,612 (+23%) from 2022

Net Income

Down

$1,850,638

Down $946,777 (-34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2013: $14,096,474Liabilities 2013: $832,933Net Assets 2013: $13,263,5412013Assets 2014: $13,237,925Liabilities 2014: $998,530Net Assets 2014: $12,239,3952014Assets 2015: $14,288,607Liabilities 2015: $859,620Net Assets 2015: $13,428,9872015Assets 2016: $16,369,781Liabilities 2016: $1,493,814Net Assets 2016: $14,875,9672016Assets 2017: $16,298,950Liabilities 2017: $1,252,516Net Assets 2017: $15,046,4342017Assets 2018: $16,723,402Liabilities 2018: $1,421,995Net Assets 2018: $15,301,4072018Assets 2019: $17,863,184Liabilities 2019: $1,891,238Net Assets 2019: $15,971,9462019Assets 2020: $18,122,111Liabilities 2020: $1,820,942Net Assets 2020: $16,301,1692020Assets 2021: $17,055,521Liabilities 2021: $1,283,825Net Assets 2021: $15,771,6962021Assets 2022: $19,500,384Liabilities 2022: $1,648,902Net Assets 2022: $17,851,4822022Assets 2025: $30,856,389Liabilities 2025: $2,025,773Net Assets 2025: $28,830,6162025

Highlighted filing

2025

Assets$30,856,389
Liabilities$2,025,773
Net Assets$28,830,616
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2013: $10,507,2962013Revenue 2014: $10,243,943Expenses 2014: $11,140,410Net Income 2014: -$896,4672014Revenue 2015: $10,919,228Expenses 2015: $9,622,315Net Income 2015: $1,296,9132015Revenue 2016: $10,343,563Expenses 2016: $8,977,132Net Income 2016: $1,366,4312016Revenue 2017: $9,560,022Expenses 2017: $9,537,915Net Income 2017: $22,1072017Revenue 2018: $10,227,506Expenses 2018: $10,128,886Net Income 2018: $98,6202018Revenue 2019: $11,834,478Expenses 2019: $11,505,724Net Income 2019: $328,7542019Revenue 2020: $11,737,162Expenses 2020: $11,642,459Net Income 2020: $94,7032020Revenue 2021: $10,240,935Expenses 2021: $11,186,783Net Income 2021: -$945,8482021Revenue 2022: $12,349,616Expenses 2022: $9,552,201Net Income 2022: $2,797,4152022Revenue 2025: $13,568,451Expenses 2025: $11,717,813Net Income 2025: $1,850,6382025

Highlighted filing

2025

Revenue$13,568,451
Expenses$11,717,813
Net Income$1,850,638
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.5
Gross Receipts
$24,932,875
Mission and Program Overview

Mission

To provide medical and other benefits to eligible members of iron workers union local 17

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,474,342$22,869,586▲ $7,395,244
Savings and Temporary Cash Investments$123,633$2,907,959▲ $2,784,326
Accounts Receivable$1,152,715$1,166,218▲ $13,503
Investments Other Securities$1,121,019$1,081,962▼ $39,057
Cash and Non-Interest-Bearing Accounts$7,676,436$257,316▼ $7,419,120
Total Assets$28,335,810$30,856,389▲ $2,520,579
Other Assets Total$2,787,665$2,573,348▼ $214,317
Liabilities
Other Liabilities$2,156,150$2,016,882▼ $139,268
Accounts Payable and Accrued Expenses$10,893$8,891▼ $2,002
Total Liabilities$2,167,043$2,025,773▼ $141,270
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,168,767$28,830,616▲ $2,661,849
Total Net Assets Fund Balance$26,168,767$28,830,616▲ $2,661,849
Total Liabilities and Net Assets / Fund Balance$28,335,810$30,856,389▲ $2,520,579

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,486,735--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bernie NowakTrustee
Brian MurrayTrustee
Daniel MunningsTrustee
Frank DienerTrustee
Richard JordanTrustee
Scott CooperTrustee
Scott MunningsTrustee
Tim LinvilleTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemClaims Administrator120 MONUMENT CIRCLE, Indianapolis, IN 46204$292,788
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,670,487
Investment Income
$897,964
Other Revenue
$0
Change in Net Assets
$1,850,638

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,510,507
Revenue Not Reported on Financial Statements
$57,944
Revenue Not Reported on Form 990
$811,211
Total Revenue per Audited Statements
$14,321,718
Total Revenue per Form 990
$13,568,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$744,345
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---$10,973,468
Fees for Services Other---$513,585
Fees for Services Management---$100,431
Fees for Service Investment Mgmnt Fees---$57,944
Office Expenses---$24,324
Fees for Services Accounting---$21,700
Fees for Services Legal---$19,275
Insurance---$7,086
Total Functional Expenses$0$0$0$11,717,813

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,717,813
Expenses per Audited Statements$11,659,869
Total Expenses per Audited Statements$11,659,869
Expenses Not Reported on Financial Statements$57,944
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
Vacation Fund Payable$1,713,384
Reciprocals Payable$173,792
Due to Affiliate$129,706
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“While the board of trustees retains ultimate authority, it has delegated the day-to-day management of duties to solxsys administrative services, a third party administrator.”

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

“The form 990 is prepared by an indepedent accounting firm and reviewed at a trustee meeting with the plan's attorney present.”

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

“Policies are enforced during regular quarterly trustee meetings with the plan's attorney.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request from the plan office.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Local 17 Insurance Benefit
EIN
34-0759023
Phone
2162411086
Address
5600 NEW KING DRIVE 330, TROY, MI 48098

Signing Officer

Name
Scott Munnings
Title
Trustee
Phone
2162411086
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Munnings
Formed
1971
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Dawn Minemier
Phone
5853811000
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“No changes from the prior year.”

Raw XML Appendix347 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.

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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014321718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011659869
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THE BOARD OF TRUSTEES RETAINS ULTIMATE AUTHORITY, IT HAS DELEGATED THE DAY-TO-DAY MANAGEMENT OF DUTIES TO SOLXSYS ADMINISTRATIVE SERVICES, A THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPEDENT ACCOUNTING FIRM AND REVIEWED AT A TRUSTEE MEETING WITH THE PLAN'S ATTORNEY PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICIES ARE ENFORCED DURING REGULAR QUARTERLY TRUSTEE MEETINGS WITH THE PLAN'S ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt028335810
IRS990/TotalAssetsEOYAmt030856389
IRS990/TotalAssetsGrp/BOYAmt028335810
IRS990/TotalAssetsGrp/EOYAmt030856389
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011717813
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02167043
IRS990/TotalLiabilitiesEOYAmt02025773
IRS990/TotalLiabilitiesGrp/BOYAmt02167043
IRS990/TotalLiabilitiesGrp/EOYAmt02025773
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026168767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt028830616
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt012670487
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0897964
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012670487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013568451
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028335810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030856389
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05600 NEW KING DRIVE SUITE 330
IRS990/USAddress/CityNm0TROY
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd048098
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT MUNNINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02162411086
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 17 INSURANCE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0340759023
ReturnHeader/Filer/PhoneNum02162411086
ReturnHeader/Filer/USAddress/AddressLine1Txt05600 NEW KING DRIVE 330
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN MINEMIER
ReturnHeader/ReturnTs02026-02-24T13:02:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,856,389
Liabilities
$2,025,773
Net assets
$28,830,616
Revenue
$13,568,451
Expenses
$11,717,813
Net income
$1,850,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.9$2.03$28.8$13.6$11.7$1.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$1.65$17.9$12.3$9.55$2.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$1.28$15.8$10.2$11.2$0.95
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$1.82$16.3$11.7$11.6$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$1.89$16.0$11.8$11.5$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.42$15.3$10.2$10.1$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$1.25$15.0$9.56$9.54$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$1.49$14.9$10.3$8.98$1.37
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.86$13.4$10.9$9.62$1.30
2014Detailed filing. Detailed filing data is available for this year.$13.2$1.00$12.2$10.2$11.1$0.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.83$13.3$10.5