Civic Intelligence

Indiana Laborers Welfare Fund

990 • Fiscal year 2016 • EIN 35-0923209

Dec 01, 2015 to Nov 30, 2016 • Filed on Jun 08, 2017

PO Box 1587Terre Haute, IN 47808

(812) 238-2551

Siviq Scores

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

Liabilities / Assets

57th percentile

0.06x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.18x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

26th percentile

-1.1%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

3.1%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Down

$248,679,933

Down $2,873,800 (-1.1%) from 2015

Net Assets

Down

$233,609,088

Down $5,143,137 (-2.2%) from 2015

Liabilities

Up

$15,070,845

Up $2,269,337 (+18%) from 2015

Revenue

Up

$83,909,425

Up $2,545,738 (+3.1%) from 2015

Expenses

Up

$92,578,241

Up $4,690,110 (+5.3%) from 2015

Net Income

Down

-$8,668,816

Down $2,144,372 (-33%) from 2015

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $190,179,949Liabilities 2010: $3,607,334Net Assets 2010: $186,572,6152010Assets 2011: $205,047,764Liabilities 2011: $10,705,725Net Assets 2011: $194,342,0392011Assets 2012: $230,023,390Liabilities 2012: $11,538,659Net Assets 2012: $218,484,7312012Assets 2013: $251,648,280Liabilities 2013: $11,052,608Net Assets 2013: $240,595,6722013Assets 2014: $262,096,832Liabilities 2014: $10,747,156Net Assets 2014: $251,349,6762014Assets 2015: $251,553,733Liabilities 2015: $12,801,508Net Assets 2015: $238,752,2252015Assets 2016: $248,679,933Liabilities 2016: $15,070,845Net Assets 2016: $233,609,0882016Assets 2017: $247,827,040Liabilities 2017: $20,489,167Net Assets 2017: $227,337,8732017Assets 2018: $241,777,245Liabilities 2018: $21,664,385Net Assets 2018: $220,112,8602018Assets 2019: $261,228,383Liabilities 2019: $18,558,466Net Assets 2019: $242,669,9172019Assets 2020: $276,143,032Liabilities 2020: $25,735,926Net Assets 2020: $250,407,1062020Assets 2021: $297,651,155Liabilities 2021: $24,473,624Net Assets 2021: $273,177,5312021Assets 2022: $302,582,748Liabilities 2022: $24,143,990Net Assets 2022: $278,438,7582022Assets 2024: $405,611,854Liabilities 2024: $24,859,756Net Assets 2024: $380,752,0982024

Highlighted filing

2016

Assets$248,679,933
Liabilities$15,070,845
Net Assets$233,609,088

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $66,917,8982010Expenses 2011: $73,132,8442011Expenses 2012: $78,689,9332012Expenses 2013: $74,919,0822013Revenue 2014: $85,753,385Expenses 2014: $76,535,956Net Income 2014: $9,217,4292014Revenue 2015: $81,363,687Expenses 2015: $87,888,131Net Income 2015: -$6,524,4442015Revenue 2016: $83,909,425Expenses 2016: $92,578,241Net Income 2016: -$8,668,8162016Revenue 2017: $94,475,865Expenses 2017: $101,924,231Net Income 2017: -$7,448,3662017Revenue 2018: $98,780,027Expenses 2018: $98,435,322Net Income 2018: $344,7052018Revenue 2019: $102,595,527Expenses 2019: $93,354,421Net Income 2019: $9,241,1062019Revenue 2020: $102,892,384Expenses 2020: $103,908,288Net Income 2020: -$1,015,9042020Revenue 2021: $117,994,109Expenses 2021: $101,017,831Net Income 2021: $16,976,2782021Revenue 2022: $104,451,795Expenses 2022: $95,511,680Net Income 2022: $8,940,1152022Revenue 2024: $142,979,855Expenses 2024: $112,390,431Net Income 2024: $30,589,4242024

Highlighted filing

2016

Revenue$83,909,425
Expenses$92,578,241
Net Income-$8,668,816
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jun 8, 2017
Return Version
2015v3.0
Gross Receipts
$414,400,047
Mission and Program Overview

Mission

Provide health & welfare benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$238,752,225$233,609,088▼ $5,143,137
Investments in Publicly Traded Securities$139,623,239$121,818,800▼ $17,804,439
Savings and Temporary Cash Investments$12,723,663$10,147,865▼ $2,575,798
Accounts Receivable$6,683,031$7,599,284▲ $916,253
Land, Buildings, and Equipment, Net$476,446$457,178▼ $19,268
Prepaid Expenses and Deferred Charges$249,509$205,430▼ $44,079
Total Assets$251,553,733$248,679,933▼ $2,873,800
Other Assets Total$91,797,845$108,451,376▲ $16,653,531
Liabilities
Other Liabilities$8,416,703$11,323,089▲ $2,906,386
Accounts Payable and Accrued Expenses$4,384,805$3,747,756▼ $637,049
Total Liabilities$12,801,508$15,070,845▲ $2,269,337
Net Assets / Fund Balance
Total Net Assets Fund Balance$238,752,225$233,609,088▼ $5,143,137
Total Liabilities and Net Assets / Fund Balance$251,553,733$248,679,933▼ $2,873,800

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$338,865$1,123,302$1,462,167
Equipment$29,086$222,634$251,720
Land$89,227-$89,227
Other Assets Org$14,258--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem INCMed Claims Proc220 VIRGINIA AVENUE, Indianapolis, IN 46204$2,852,602
E-planMed Claims Proc22601 N 19TH AVE 202, Phoenix, AZ 85027$1,260,253
American Health HoldingsMed Claims Proc7400 W CAMPUS RD F-510, New Albany, OH 43054$470,557
Basys INCMed Claims Proc3700 KOPPERS STREET SUITE 400, Baltimore, MD 21227$412,286
Smith Graham & CoInvestment Mgr140 BROADWAY 45TH FLOOR, New York, NY 10005$332,404
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$77,771,391
Investment Income
$6,119,510
Other Revenue
$18,524
Change in Net Assets
$-8,668,816

Audited Revenue Reconciliation

Revenue per Audited Statements
$81,878,126
Revenue Not Reported on Financial Statements
$2,031,299
Revenue Not Reported on Form 990
$3,525,679
Other Revenue Adjustments
$973,634
Total Revenue per Audited Statements
$85,403,805
Total Revenue per Form 990
$83,909,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,245,464
Salaries, Compensation, and Employee Benefits$2,563,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$82,768,794
Other Salaries and Wages---$1,564,328
Fees for Service Investment Mgmnt Fees---$1,057,665
Information Technology---$557,024
Pension Plan Contributions---$419,762
Office Expenses---$372,798
Other Employee Benefits---$317,399
Payroll Taxes---$262,494
Occupancy---$96,142
Fees for Services Legal---$88,460
Fees for Services Other---$82,000
Insurance---$64,904
Other Expenses---$36,052
Fees for Services Accounting---$34,660
Depreciation Depletion---$34,082
Conferences and Meetings---$28,544
All Other Expenses---$26,672
Total Functional Expenses$0$0$0$92,578,241

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$92,578,241
Expenses per Audited Statements$90,546,942
Total Expenses per Audited Statements$90,546,942
Expenses Not Reported on Financial Statements$2,031,299
Other Expense Adjustments$973,634
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
Claims Incurred But Not Reported$11,040,840
Due to Other Funds$208,089
Medical Claims Payable$74,160
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the secretary-treasurer prior to signing and filing the return.

Form 990, Page 6, Part VI, Line 12C

The trust fund conforms with erisa rules and regulations with regard to disclosure and review of potential conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

Compensation for all employees is reviewed and approved by the board of trustees.

Form 990, Page 6, Part VI, Line 15B

Compensation for all employees is reviewed and approved by the board of trustees.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request. Financial statements are available to the public upon request. The fund provides a summary annual report to all participants containing instructions for obtaining a copy of the financial statements and form 5500.

Filing and Contact Details

Filer

Filer Name
Indiana Laborers Welfare Fund
EIN
35-0923209
Phone
8122382551
Address
PO BOX 1587, TERRE HAUTE, IN 47808

Signing Officer

Name
David Frye
Title
Sec-treasurer
Phone
8122382551
Signed
2017-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Frye
Formed
1953
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
252
Volunteers
14

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240
Preparer
Michelle L Zimmerman
Phone
3175661000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Administrative fees received -973,634 administrative fees received 973,634

Financial Statement Notes

Schedule D, Page 3, Part X

The fund is tax exempt under internal revenue code paragraph 501(c)(9). The exemption ruling was obtained may 10, 1957. The fund obtained its latest determination letter on january 11, 1983 in which the internal revenue service stated that the fund, as then designed, was in compliance with the applicable requirements of the internal revenue code. The fund has been restated and amended since receiving the determination letter. However, the plan's administrator, legal counsel, and consultant, believe that the fund is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. Therefore, they believe that the fund was qualified and the related trust was tax-exempt as of the financial statement date. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund 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 internal revenue service. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of november 30, 2016 and november 30, 2015, 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 fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for fiscal years prior to november 30, 2013.

Schedule D, Page 4, Part XI, Line 4B

Administrative fees received 973,634

Schedule D, Page 4, Part XII, Line 4B

Administrative fees received 973,634

Raw XML AppendixShowing 400 of 2,493 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/InsuranceGrp/TotalAmt064904
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IRS990/NetAssetsOrFundBalancesEOYAmt0233609088
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IRS990/OfficeExpensesGrp/TotalAmt0372798
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IRS990/OtherAssetsTotalGrp/EOYAmt0108451376
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0317399
IRS990/OtherExpensesGrp/Desc0ANTHEM ACCESS FEES
IRS990/OtherExpensesGrp/Desc1OTHER ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3RESEARCH FEES
IRS990/OtherExpensesGrp/TotalAmt03059806
IRS990/OtherExpensesGrp/TotalAmt11665501
IRS990/OtherExpensesGrp/TotalAmt241154
IRS990/OtherExpensesGrp/TotalAmt336052
IRS990/OtherLiabilitiesGrp/BOYAmt08416703
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
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IRS990/PensionPlanContributionsGrp/TotalAmt0419762
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IRS990/PrincipalOfficerNm0DAVID FRYE
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IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc3INTEREST ON CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt068855929
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17909967
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2973634
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt331861
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17909967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2973634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt331861
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt076985641
IRS990/PYInvestmentIncomeAmt05893353
IRS990/PYOtherExpensesAmt08585066
IRS990/PYOtherRevenueAmt05679
IRS990/PYProgramServiceRevenueAmt075464655
IRS990/PYRevenuesLessExpensesAmt0-6524444
IRS990/PYSalariesCompEmpBnftPaidAmt02317424
IRS990/PYTotalExpensesAmt087888131
IRS990/PYTotalRevenueAmt081363687
IRS990/ReconcilationRevenueExpnssAmt0-8668816
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0238752225
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0233609088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012723663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010147865
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0338865
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01123302
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01462167
IRS990ScheduleD/EquipmentGrp/BookValueAmt029086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0222634
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0251720
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02031299
IRS990ScheduleD/ExpensesSubtotalAmt090546942
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01057665
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01057665
IRS990ScheduleD/LandGrp/BookValueAmt089227
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt089227
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03525679
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt061671973
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt126702966
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt219358145
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3527636
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4158569
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt517829
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt614258
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GROUP ANNUITY INS. CONTRACT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2COLLECTIVE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED INTEREST & DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MEDICARE PART D REIMBURSEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5ACCRUED INTEREST ON CONTRIBUTIONS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6OTHER RECEIVABLES
IRS990ScheduleD/OtherExpensesNotIncludedAmt0973634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011040840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1208089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt274160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2MEDICAL CLAIMS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0973634
IRS990ScheduleD/RevenueNotReportedAmt03525679
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02031299
IRS990ScheduleD/RevenueSubtotalAmt081878126
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS TAX EXEMPT UNDER INTERNAL REVENUE CODE PARAGRAPH 501(C)(9). THE EXEMPTION RULING WAS OBTAINED MAY 10, 1957. THE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 11, 1983 IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE FUND HAS BEEN RESTATED AND AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR, LEGAL COUNSEL, AND CONSULTANT, BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND 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 INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2016 AND NOVEMBER 30, 2015, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO NOVEMBER 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE FEES RECEIVED 973,634
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE FEES RECEIVED 973,634
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0457178
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0108451376
IRS990ScheduleD/TotalExpensesPerForm990Amt092578241
IRS990ScheduleD/TotalLiabilityAmt011323089
IRS990ScheduleD/TotalRevenuePerForm990Amt083909425
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt085403805
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt090546942
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE SECRETARY-TREASURER PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST FUND CONFORMS WITH ERISA RULES AND REGULATIONS WITH REGARD TO DISCLOSURE AND REVIEW OF POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FUND PROVIDES A SUMMARY ANNUAL REPORT TO ALL PARTICIPANTS CONTAINING INSTRUCTIONS FOR OBTAINING A COPY OF THE FINANCIAL STATEMENTS AND FORM 5500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE FEES RECEIVED -973,634 ADMINISTRATIVE FEES RECEIVED 973,634
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$24.9$381$143$112$30.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$303$24.1$278$104$95.5$8.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$24.5$273$118$101$17.0
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$276$25.7$250$103$104$1.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$261$18.6$243$103$93.4$9.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$21.7$220$98.8$98.4$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$20.5$227$94.5$102$7.45
2016Detailed filing. Detailed filing data is available for this year.$249$15.1$234$83.9$92.6$8.67
2015Detailed filing. Detailed filing data is available for this year.$252$12.8$239$81.4$87.9$6.52
2014Detailed filing. Detailed filing data is available for this year.$262$10.7$251$85.8$76.5$9.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$11.1$241$74.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$11.5$218$78.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$205$10.7$194$73.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$190$3.61$187$66.9