Civic Intelligence

MID Central Operating Engineers Health & Welfare Fund

990 • Fiscal year 2019 • EIN 35-0917610

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 09, 2020

Organization Profilewww.midcentral.org

View Organization Page

1100 Poplar StreetTerre Haute, IN 47807

(812) 232-4384

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$145,511

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

8.0%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$124,726,988

Up $11,721,478 (+10%) from 2018

Net Assets

Up

$122,887,104

Up $11,531,645 (+10%) from 2018

Liabilities

Up

$1,839,884

Up $189,833 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin63rd percentile

Revenue

Up

$91,244,859

Up $6,762,555 (+8.0%) from 2018

Expenses

Up

$82,711,103

Up $3,234,454 (+4.1%) from 2018

Net Income

Up

$8,533,756

Up $3,528,101 (+70%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300M$200M$100M$0Assets 2011: $68,304,228Liabilities 2011: $586,979Net Assets 2011: $67,717,2492011Assets 2012: $76,141,730Liabilities 2012: $512,741Net Assets 2012: $75,628,9892012Assets 2013: $82,315,663Liabilities 2013: $629,492Net Assets 2013: $81,686,1712013Assets 2014: $90,776,251Liabilities 2014: $685,894Net Assets 2014: $90,090,3572014Assets 2015: $96,745,483Liabilities 2015: $682,799Net Assets 2015: $96,062,6842015Assets 2016: $101,490,496Liabilities 2016: $563,029Net Assets 2016: $100,927,4672016Assets 2017: $104,859,427Liabilities 2017: $663,401Net Assets 2017: $104,196,0262017Assets 2018: $113,005,510Liabilities 2018: $1,650,051Net Assets 2018: $111,355,4592018Assets 2019: $124,726,988Liabilities 2019: $1,839,884Net Assets 2019: $122,887,1042019Assets 2020: $144,187,273Liabilities 2020: $2,525,638Net Assets 2020: $141,661,6352020Assets 2021: $157,470,959Liabilities 2021: $2,150,752Net Assets 2021: $155,320,2072021Assets 2022: $164,227,966Liabilities 2022: $2,961,168Net Assets 2022: $161,266,7982022Assets 2023: $188,569,151Liabilities 2023: $3,133,091Net Assets 2023: $185,436,0602023Assets 2024: $219,343,729Liabilities 2024: $2,989,575Net Assets 2024: $216,354,1542024Assets 2025: $252,058,582Liabilities 2025: $3,362,121Net Assets 2025: $248,696,4612025

Highlighted filing

2019

Assets$124,726,988
Liabilities$1,839,884
Net Assets$122,887,104
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$200M$150M$100M$50M$0Expenses 2011: $48,982,2702011Expenses 2012: $53,454,6742012Expenses 2013: $55,188,5702013Revenue 2014: $66,176,854Expenses 2014: $59,696,983Net Income 2014: $6,479,8712014Revenue 2015: $72,495,651Expenses 2015: $67,452,958Net Income 2015: $5,042,6932015Revenue 2016: $76,410,417Expenses 2016: $72,600,594Net Income 2016: $3,809,8232016Revenue 2017: $78,757,916Expenses 2017: $78,266,336Net Income 2017: $491,5802017Revenue 2018: $84,482,304Expenses 2018: $79,476,649Net Income 2018: $5,005,6552018Revenue 2019: $91,244,859Expenses 2019: $82,711,103Net Income 2019: $8,533,7562019Revenue 2020: $105,447,240Expenses 2020: $88,514,933Net Income 2020: $16,932,3072020Revenue 2021: $108,226,847Expenses 2021: $102,082,883Net Income 2021: $6,143,9642021Revenue 2022: $120,915,120Expenses 2022: $111,025,932Net Income 2022: $9,889,1882022Revenue 2023: $133,276,177Expenses 2023: $111,031,505Net Income 2023: $22,244,6722023Revenue 2024: $143,296,418Expenses 2024: $119,490,420Net Income 2024: $23,805,9982024Revenue 2025: $153,441,974Expenses 2025: $127,465,023Net Income 2025: $25,976,9512025

Highlighted filing

2019

Revenue$91,244,859
Expenses$82,711,103
Net Income$8,533,756
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 9, 2020
Return Version
2018v3.1
Gross Receipts
$128,258,594
Mission and Program Overview

Mission

To provide health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$111,355,459$122,887,104▲ $11,531,645
Investments in Publicly Traded Securities$90,443,055$95,238,866▲ $4,795,811
Savings and Temporary Cash Investments$12,141,054$18,512,781▲ $6,371,727
Accounts Receivable$9,602,922$9,382,952▼ $219,970
Cash and Non-Interest-Bearing Accounts$410,320$1,197,600▲ $787,280
Land, Buildings, and Equipment, Net$395,142$387,002▼ $8,140
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$113,005,510$124,726,988▲ $11,721,478
Other Assets Total$13,017$7,787▼ $5,230
Liabilities
Other Liabilities$1,280,451$1,512,213▲ $231,762
Accounts Payable and Accrued Expenses$369,600$327,671▼ $41,929
Total Liabilities$1,650,051$1,839,884▲ $189,833
Net Assets / Fund Balance
Total Net Assets Fund Balance$111,355,459$122,887,104▲ $11,531,645
Total Liabilities and Net Assets / Fund Balance$113,005,510$124,726,988▲ $11,721,478

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$366,242$387,785$754,027
Equipment$13,260$362,242$375,502
Land$7,500-$7,500
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheryl CottrellExecutive AdminFT$105,861$39,650$145,511

Board Members and Trustees

NameTitle
Tom RidgeChairman
John BallardVice Chairman
Darren SmithTrustee
Dee StahlhutTrustee
Holly BaileyTrustee
James BrunerTrustee
Steve CriderAsst. Sec/Treas
James L BurdickSec./Treas.

Highest Paid Contractors

ContractorServicesLocationCompensation
OptumRxRX Benefit Mgt.2300 Main Street, Irvine, CA 92614$11,443,560
CaremarkRX Benefit Mgt.One CVS Drive, Woonsocket, RI 02895$10,802,248
Anthem Insurance CompanyPpo220 Virginia Avenue, Indianapolis, IN 46204$2,216,129
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,022,286
Investment Income
$2,222,573
Other Revenue
$0
Change in Net Assets
$8,533,756

Audited Revenue Reconciliation

Revenue per Audited Statements
$90,976,371
Revenue Not Reported on Financial Statements
$268,488
Revenue Not Reported on Form 990
$2,997,889
Total Revenue per Audited Statements
$93,974,260
Total Revenue per Form 990
$91,244,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,446,932
Salaries, Compensation, and Employee Benefits$1,215,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$78,049,158--$78,049,158
Other Salaries and Wages$641,366--$641,366
Other Employee Benefits$331,345--$331,345
Fees for Service Investment Mgmnt Fees$249,776--$249,776
All Other Expenses$207,146--$207,146
Fees for Services Other$191,180--$191,180
Pension Plan Contributions$178,145--$178,145
Other Expenses$125,980--$125,980
Payroll Taxes$64,157--$64,157
Fees for Services Accounting$52,729--$52,729
Conferences and Meetings$14,430$14,430-$28,860
Fees for Services Legal$24,128--$24,128
Depreciation Depletion$22,972--$22,972
Insurance$20,441--$20,441
Occupancy$20,115--$20,115
Total Functional Expenses$82,696,673$14,430$0$82,711,103

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$82,711,103
Expenses per Audited Statements$82,442,615
Total Expenses per Audited Statements$82,442,615
Expenses Not Reported on Financial Statements$268,488
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to other funds$1,512,213
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
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

Form 990, Part VI, Line 11B: Form 990 Review Process

“All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Mid Central Operating Engineers Health &
EIN
35-0917610
Phone
8122324384
Address
1100 Poplar Street, Terre Haute, IN 47807

Signing Officer

Name
Tom Ridge
Title
Chairman
Signed
2020-01-09
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
84

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Avenue, Terre Haute, IN 47807-3326
Preparer
Craig A Todd CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.”

Financial Statement Notes

Part X : FIN48 Footnote

“Financial statement footnote 10 addresses uncertain tax positions. The plan administrator has analyzed the tax positions taken by the plan and has concluded there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 501 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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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt036665885
IRS990/GrossReceiptsAmt0128258594
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt020441
IRS990/InsuranceGrp/TotalAmt020441
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02570423
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02570423
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt090443055
IRS990/InvestmentsPubTradedSecGrp/EOYAmt095238866
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0868
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0750027
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0395142
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0387002
IRS990/LandBldgEquipCostOrOtherBssAmt01137029
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037013735
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health and welfare benefits to members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0111355459
IRS990/NetAssetsOrFundBalancesEOYAmt0122887104
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-347850
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-347850
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02997889
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt020115
IRS990/OccupancyGrp/TotalAmt020115
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt013017
IRS990/OtherAssetsTotalGrp/EOYAmt07787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0331345
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0331345
IRS990/OtherExpensesGrp/Desc0Anthem benefit administrators
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2Repairs & maintenance
IRS990/OtherExpensesGrp/Desc3Med Care Management Fee
IRS990/OtherExpensesGrp/ProgramServicesAmt02216129
IRS990/OtherExpensesGrp/ProgramServicesAmt1149762
IRS990/OtherExpensesGrp/ProgramServicesAmt2137714
IRS990/OtherExpensesGrp/ProgramServicesAmt3125980
IRS990/OtherExpensesGrp/TotalAmt02216129
IRS990/OtherExpensesGrp/TotalAmt1149762
IRS990/OtherExpensesGrp/TotalAmt2137714
IRS990/OtherExpensesGrp/TotalAmt3125980
IRS990/OtherLiabilitiesGrp/BOYAmt01280451
IRS990/OtherLiabilitiesGrp/EOYAmt01512213
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0641366
IRS990/OtherSalariesAndWagesGrp/TotalAmt0641366
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt064157
IRS990/PayrollTaxesGrp/TotalAmt064157
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0178145
IRS990/PensionPlanContributionsGrp/TotalAmt0178145
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Liquidated damages
IRS990/ProgramServiceRevenueGrp/Desc2Other additions
IRS990/ProgramServiceRevenueGrp/Desc3Reimbursed expenses
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt088832830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1151982
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt327874
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt088832830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1151982
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt327874
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt075059134
IRS990/PYInvestmentIncomeAmt02110923
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03239521
IRS990/PYProgramServiceRevenueAmt082371381
IRS990/PYRevenuesLessExpensesAmt05005655
IRS990/PYSalariesCompEmpBnftPaidAmt01177994
IRS990/PYTotalExpensesAmt079476649
IRS990/PYTotalRevenueAmt084482304
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08533756
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt089022286
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0111355459
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0122887104
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012141054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018512781
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0366242
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0387785
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0754027
IRS990ScheduleD/EquipmentGrp/BookValueAmt013260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0362242
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0375502
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0268488
IRS990ScheduleD/ExpensesSubtotalAmt082442615
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0268488
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0268488
IRS990ScheduleD/LandGrp/BookValueAmt07500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02997889
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01512213
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt02997889
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0268488
IRS990ScheduleD/RevenueSubtotalAmt090976371
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Financial statement footnote 10 addresses uncertain tax positions. The plan administrator has analyzed the tax positions taken by the plan and has concluded there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0387002
IRS990ScheduleD/TotalExpensesPerForm990Amt082711103
IRS990ScheduleD/TotalLiabilityAmt01512213
IRS990ScheduleD/TotalRevenuePerForm990Amt091244859
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt093974260
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt082442615
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All Trustees do not review the annual Form 990; however, the Administrator does review the Form 990 upon its completion prior to it being filed with the IRS. Additionally, the signing officer reviews prior to signing and submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annually, the board of trustees reviews the job performance of the Fund's administrator, and through majority vote of the trustees, determines the compensation level for the administrator for the next fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2On an annual basis, the Fund has prepared the summary annual report (SAR) that is available to the general public. The SAR is available at the Fund office during normal business hours or upon request. Additionally, the annual audited financial statements are available for review upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A committee has not been established to oversee the financial statement audit. The full board assumes responsibility for oversight of the audit and by majority vote, approves the plan auditors annually.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 2c
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0See attached list
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd047807
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0See attached list
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0See attached list

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,726,988
Liabilities
$1,839,884
Net assets
$122,887,104
Revenue
$91,244,859
Expenses
$82,711,103
Net income
$8,533,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$252$3.36$249$153$127$26.0
2024Detailed filing. Detailed filing data is available for this year.$219$2.99$216$143$119$23.8
2023Detailed filing. Detailed filing data is available for this year.$189$3.13$185$133$111$22.2
2022Detailed filing. Detailed filing data is available for this year.$164$2.96$161$121$111$9.89
2021Detailed filing. Detailed filing data is available for this year.$157$2.15$155$108$102$6.14
2020Detailed filing. Detailed filing data is available for this year.$144$2.53$142$105$88.5$16.9
2019Detailed filing. Detailed filing data is available for this year.$125$1.84$123$91.2$82.7$8.53
2018Detailed filing. Detailed filing data is available for this year.$113$1.65$111$84.5$79.5$5.01
2017Detailed filing. Detailed filing data is available for this year.$105$0.66$104$78.8$78.3$0.49
2016Detailed filing. Detailed filing data is available for this year.$101$0.56$101$76.4$72.6$3.81
2015Detailed filing. Detailed filing data is available for this year.$96.7$0.68$96.1$72.5$67.5$5.04
2014Detailed filing. Detailed filing data is available for this year.$90.8$0.69$90.1$66.2$59.7$6.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.3$0.63$81.7$55.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.1$0.51$75.6$53.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$0.59$67.7$49.0