Civic Intelligence

Aerc Health and Welfare Benefits Trust

EIN 34-1680146 • 501(c)9 • San Diego, CA

Profile

To provide health care benefits to employees.

5510 MOREHOUSE DRIVE Suite 200San Diego, CA 92121

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.15x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.06x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-40%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$832,360

Down $559,361 (-40%) from 2014

Liabilities

Down

$124,010

Down $155,489 (-56%) from 2014

Net Assets

Down

$708,350

Down $403,872 (-36%) from 2014

Operations
Liabilities / Revenue73rd percentileNet Margin16th percentile

Revenue

Down

$2,006,458

Down $557,788 (-22%) from 2014

Expenses

Down

$2,410,330

Down $242,065 (-9.1%) from 2014

Net Income

Down

-$403,872

Down $315,723 (-358%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,391,721Liabilities 2014: $279,499Net Assets 2014: $1,112,2222014Assets 2015: $832,360Liabilities 2015: $124,010Net Assets 2015: $708,3502015

Highlighted filing

2015

Assets$832,360
Liabilities$124,010
Net Assets$708,350
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,564,246Expenses 2014: $2,652,395Net Income 2014: -$88,1492014Revenue 2015: $2,006,458Expenses 2015: $2,410,330Net Income 2015: -$403,8722015

Highlighted filing

2015

Revenue$2,006,458
Expenses$2,410,330
Net Income-$403,872
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$832,360
Liabilities
$124,010
Net assets
$708,350
Revenue
$2,006,458
Expenses
$2,410,330
Net income
-$403,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.12$0.71$2.01$2.41$0.40
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.28$1.11$2.56$2.65$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 25, 2016
Return Version
2015v2.1
Gross Receipts
$2,006,458
Mission and Program Overview

Mission

To provide health care benefits to employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,330,806$825,860▼ $504,946
Prepaid Expenses and Deferred Charges$0$5,000▲ $5,000
Accounts Receivable$60,915$1,500▼ $59,415
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,391,721$832,360▼ $559,361
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$279,499$124,010▼ $155,489
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$279,499$124,010▼ $155,489
Net Assets / Fund Balance
Unrestricted Net Assets$1,112,222$708,350▼ $403,872
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,112,222$708,350▼ $403,872
Total Liabilities and Net Assets / Fund Balance$1,391,721$832,360▼ $559,361
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Dan GoldTrustee
lou faticatrustee
jeffrey i friedmantrusee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,006,138
Investment Income
$320
Other Revenue
$0
Change in Net Assets
$-403,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,006,458
Total Revenue per Audited Statements
$2,006,458
Total Revenue per Form 990
$2,006,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,416
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---$2,097,914
Fees for Services Management---$156,240
Other Expenses---$42,289
Fees for Services Accounting---$17,936
Fees for Services Legal---$5,149
Office Expenses---$3,665
Total Functional Expenses$0$0$0$2,410,330

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,410,330
Total Expenses per Audited Statements$2,410,330
Total Expenses per Form 990$2,410,330
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

part VI section B question 11

“the form 990 will be emailed to all trustees for review”

part VI section C question 19

“all documents are provided upon request”

Filing and Contact Details

Filer

Filer Name
Aerc Health and Welfare Benefits Trust
EIN
34-1680146
In Care Of
% KIM KNIGHT
Phone
2162615000
Address
5510 MOREHOUSE DRIVE Suite 200, SAN DIEGO, CA 92121

Signing Officer

Name
Kim Knight
Title
VP Human Resources
Phone
8584048149
Signed
2016-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Knight
Formed
1990
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Cohnreznick Llp
Address
200 SOUTH WACKER DR STE 2600, CHICAGO, IL 60606
Preparer
Cheryl L Carter CPA
Phone
3125085900
Supplemental Narrative

Financial Statement Notes

FIN 48 (ASC 740) Question 2

“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 if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to 2012.”

Raw XML Appendix335 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0279499
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0124010
IRS990/AccountsReceivableGrp/BOYAmt060915
IRS990/AccountsReceivableGrp/EOYAmt01500
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO EMPLOYEES.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02097914
IRS990/BooksInCareOfDetail/PersonNm0KIM KNIGHT
IRS990/BooksInCareOfDetail/PhoneNum08584048149
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05510 MOREHOUSE DRIVE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092121
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01330806
IRS990/CashNonInterestBearingGrp/EOYAmt0825860
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02097914
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0320
IRS990/CYOtherExpensesAmt0312416
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02006138
IRS990/CYRevenuesLessExpensesAmt0-403872
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02410330
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02006458
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED HEALTH CARE BENEFITS TO OVER 155 EMPLOYEES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017936
IRS990/FeesForServicesLegalGrp/TotalAmt05149
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt0156240
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN GOLD
IRS990/Form990PartVIISectionAGrp/PersonNm1jeffrey i friedman
IRS990/Form990PartVIISectionAGrp/PersonNm2lou fatica
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1trusee
IRS990/Form990PartVIISectionAGrp/TitleTxt2trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02006458
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0320
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0320
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01112222
IRS990/NetAssetsOrFundBalancesEOYAmt0708350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt03665
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt083739
IRS990/OtherExpensesGrp/TotalAmt13398
IRS990/OtherExpensesGrp/TotalAmt242289
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05000
IRS990/PrincipalOfficerNm0KIM KNIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01157709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1848429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01157709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1848429
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01347
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02424395
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02562899
IRS990/PYRevenuesLessExpensesAmt0-88149
IRS990/PYSalariesCompEmpBnftPaidAmt0228000
IRS990/PYTotalExpensesAmt02652395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02564246
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-403872
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt02410330
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/RevenueSubtotalAmt02006458
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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 if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdiction; however, there are currently no audits for any tax periods in progress. The Plan administrator believes it is no longer subject to income tax examinations for years prior to 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FIN 48 (ASC 740) Question 2
IRS990ScheduleD/TotalExpensesPerForm990Amt02410330
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02006458
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02006458
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02410330
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the form 990 will be emailed to all trustees for review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1all documents are provided upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0part vi section B question 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1part vi section c question 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01391721
IRS990/TotalAssetsEOYAmt0832360
IRS990/TotalAssetsGrp/BOYAmt01391721
IRS990/TotalAssetsGrp/EOYAmt0832360
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02410330
IRS990/TotalGrossUBIAmt0320
IRS990/TotalLiabilitiesBOYAmt0279499
IRS990/TotalLiabilitiesEOYAmt0124010
IRS990/TotalLiabilitiesGrp/BOYAmt0279499
IRS990/TotalLiabilitiesGrp/EOYAmt0124010
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01112222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0708350
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02006138
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02006138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02006458
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0320
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01391721
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0832360
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01112222
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0708350
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05510 MOREHOUSE DRIVE200
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092121
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM KNIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP HUMAN RESOURCES
ReturnHeader/BusinessOfficerGrp/PhoneNum08584048149
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AERC HEALTH AND WELFARE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AERC
ReturnHeader/Filer/EIN0341680146
ReturnHeader/Filer/InCareOfNm0% KIM KNIGHT
ReturnHeader/Filer/PhoneNum02162615000
ReturnHeader/Filer/USAddress/AddressLine1Txt05510 MOREHOUSE DRIVE Suite 200
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH WACKER DR STE 2600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03125085900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERYL L CARTER CPA
ReturnHeader/ReturnTs02016-08-31T11:04:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.