Civic Intelligence

Asbestos Workers Local 18 Retired

EIN 35-1906643 • 501(c)9 • Indianapolis, IN

View Organization Page

Profile

Assist union members in maintaining medical & life insurance coverage after retirement.

7440 Woodland DriveIndianapolis, IN 46278

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,508,025

Up $560,672 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,508,025

Up $560,672 (+11%) from 2024

Operations
Liabilities / Revenue38th percentileNet Margin88th percentile

Revenue

Up

$1,438,156

Up $493,461 (+52%) from 2024

Expenses

Up

$787,030

Up $100,118 (+15%) from 2024

Net Income

Up

$651,126

Up $393,343 (+153%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,686,121Liabilities 2011: $0Net Assets 2011: $1,686,1212011Assets 2012: $1,653,152Liabilities 2012: $0Net Assets 2012: $1,653,1522012Assets 2013: $1,801,549Liabilities 2013: $6,870Net Assets 2013: $1,794,6792013Assets 2014: $1,890,320Liabilities 2014: $0Net Assets 2014: $1,890,3202014Assets 2015: $1,934,382Liabilities 2015: $0Net Assets 2015: $1,934,3822015Assets 2016: $1,999,839Liabilities 2016: $0Net Assets 2016: $1,999,8392016Assets 2017: $2,141,413Liabilities 2017: $0Net Assets 2017: $2,141,4132017Assets 2018: $4,679,950Liabilities 2018: $2,323,843Net Assets 2018: $2,356,1072018Assets 2019: $4,328,141Liabilities 2019: $0Net Assets 2019: $4,328,1412019Assets 2020: $4,475,430Liabilities 2020: $0Net Assets 2020: $4,475,4302020Assets 2021: $4,830,623Liabilities 2021: $0Net Assets 2021: $4,830,6232021Assets 2022: $4,646,384Liabilities 2022: $0Net Assets 2022: $4,646,3842022Assets 2023: $4,521,187Liabilities 2023: $0Net Assets 2023: $4,521,1872023Assets 2024: $4,947,353Liabilities 2024: $0Net Assets 2024: $4,947,3532024Assets 2025: $5,508,025Liabilities 2025: $0Net Assets 2025: $5,508,0252025

Highlighted filing

2025

Assets$5,508,025
Liabilities$0
Net Assets$5,508,025
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $376,7292011Expenses 2012: $373,9382012Expenses 2013: $358,4112013Revenue 2014: $425,356Expenses 2014: $339,099Net Income 2014: $86,2572014Revenue 2015: $365,530Expenses 2015: $328,500Net Income 2015: $37,0302015Revenue 2016: $412,212Expenses 2016: $332,765Net Income 2016: $79,4472016Revenue 2017: $445,927Expenses 2017: $350,168Net Income 2017: $95,7592017Revenue 2018: $542,957Expenses 2018: $288,654Net Income 2018: $254,3032018Revenue 2019: $697,324Expenses 2019: $930,631Net Income 2019: -$233,3072019Revenue 2020: $652,147Expenses 2020: $575,542Net Income 2020: $76,6052020Revenue 2021: $762,792Expenses 2021: $587,533Net Income 2021: $175,2592021Revenue 2022: $696,357Expenses 2022: $703,835Net Income 2022: -$7,4782022Revenue 2023: $602,797Expenses 2023: $730,269Net Income 2023: -$127,4722023Revenue 2024: $944,695Expenses 2024: $686,912Net Income 2024: $257,7832024Revenue 2025: $1,438,156Expenses 2025: $787,030Net Income 2025: $651,1262025

Highlighted filing

2025

Revenue$1,438,156
Expenses$787,030
Net Income$651,126
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$5,508,025
Liabilities
$0
Net assets
$5,508,025
Revenue
$1,438,156
Expenses
$787,030
Net income
$651,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$1.44$0.79$0.65
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.94$0.69$0.26
2023Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.60$0.73$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.70$0.70$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.76$0.59$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.65$0.58$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.70$0.93$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.68$2.32$2.36$0.54$0.29$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.45$0.35$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.41$0.33$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.37$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.43$0.34$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.01$1.79$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 23, 2026
Return Version
2024v5.0
Gross Receipts
$4,535,591
Mission and Program Overview

Mission

Assist union members in maintaining medical & life insurance coverage after retirement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,947,353$5,508,025▲ $560,672
Investments in Publicly Traded Securities$848,350$3,879,484▲ $3,031,134
Savings and Temporary Cash Investments$4,099,003$1,628,541▼ $2,470,462
Total Assets$4,947,353$5,508,025▲ $560,672
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,947,353$5,508,025▲ $560,672
Total Liabilities and Net Assets / Fund Balance$4,947,353$5,508,025▲ $560,672
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Jeremy PetersChairman
Matt ShannonVice Chairma
David PriceTrustee
Joe MccoyTrustee
Brandon HowardAssistant Se
Carl ShultzSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,275,586
Investment Income
$162,570
Other Revenue
$0
Change in Net Assets
$651,126

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,415,054
Revenue Not Reported on Financial Statements
$23,102
Revenue Not Reported on Form 990
$-90,454
Total Revenue per Audited Statements
$1,324,600
Total Revenue per Form 990
$1,438,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,229
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---$681,801
Other Expenses---$29,203
Fees for Service Investment Mgmnt Fees---$23,102
Fees for Services Legal---$17,075
Insurance---$14,722
Fees for Services Accounting---$13,225
Office Expenses---$5,052
Fees for Services Other---$2,850
Total Functional Expenses$0$0$0$787,030

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$787,030
Expenses per Audited Statements$763,928
Total Expenses per Audited Statements$763,928
Expenses Not Reported on Financial Statements$23,102
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI

“Section b, line 12: the trust fund does not retain a written conflict of interest policy, but the board of trustees and the trust fund conform with extensive erisa rules and regulations with regards to the policy. Section b, line 13: the trust fund does not retain a written whistleblower policy, but the board of trustees and the trust fund conform with extensive erisa rules and regulations with regards to the policy. Section b, line 14: the trust fund does not retain a document retention policy, but the board of trustees and the trust fund conform with extensive erisa rules and regulations with regards to the policy.”

Form 990, Page 6, Part VI, Line 3

“The board of trustees has outsourced the day to day administration of the trust fund to genesis benefit solutions.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed annually by the chairman of the trustees and is available to each trustee prior to filing with the interal revenue service.”

Form 990, Page 6, Part VI, Line 19

“The trust fund does not make its governing documents and financial statements available to the public. The trust fund and board of trustees conform with erisa rules and regulations relating to this matter.”

Filing and Contact Details

Filer

Filer Name
Asbestos Workers Local 18 Retired
EIN
35-1906643
Phone
8009506789
Address
7440 WOODLAND DRIVE, INDIANAPOLIS, IN 46278

Signing Officer

Name
Jeremy Peters
Title
Chairman
Phone
3175246350
Signed
2026-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Peters
Formed
1993
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Michelle L Zimmerman
Phone
3175661000
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“Line 2c: the board of trustees assumes the responsibility of selecting the independent accountant as well as the oversight of the audit of its financial statements.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund obtained its latest determination letter on december 1, 1995, 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 amended since receiving the determination letter. However, the plan administrator and the fund's tax counsel 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 under section 501(c)(9) 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 plan administrator has concluded that as of may 31, 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 plan administrator believes it is no longer subject to income tax examinations for a period of three years from the date the tax returns are filed.”

Raw XML Appendix375 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0681801
IRS990/BooksInCareOfDetail/PersonNm0CANDICE WELCH
IRS990/BooksInCareOfDetail/PhoneNum08592261769
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07440 WOODLAND DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046278
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0681801
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0162570
IRS990/CYOtherExpensesAmt0105229
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01275586
IRS990/CYRevenuesLessExpensesAmt0651126
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0787030
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01438156
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt013225
IRS990/FeesForServicesLegalGrp/TotalAmt017075
IRS990/FeesForServicesOtherGrp/TotalAmt02850
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023102
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BRANDON HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE MCCOY
IRS990/Form990PartVIISectionAGrp/PersonNm2JEREMY PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm4MATT SHANNON
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL SHULTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0ASSISTANT SE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt027299
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03124734
IRS990/GrossReceiptsAmt04535591
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt014722
IRS990/InvestmentIncomeGrp/ExclusionAmt0135271
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0135271
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0848350
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03879484
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03097435
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04947353
IRS990/NetAssetsOrFundBalancesEOYAmt05508025
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027299
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027299
IRS990/NetUnrlzdGainsLossesInvstAmt0-90454
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt05052
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/TotalAmt029203
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JEREMY PETERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01275586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01275586
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0622618
IRS990/PYInvestmentIncomeAmt0132192
IRS990/PYOtherExpensesAmt064294
IRS990/PYProgramServiceRevenueAmt0812503
IRS990/PYRevenuesLessExpensesAmt0257783
IRS990/PYTotalExpensesAmt0686912
IRS990/PYTotalRevenueAmt0944695
IRS990/ReconcilationRevenueExpnssAmt0651126
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04947353
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05508025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04099003
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01628541
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023102
IRS990ScheduleD/ExpensesSubtotalAmt0763928
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023102
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023102
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-90454
IRS990ScheduleD/RevenueNotReportedAmt0-90454
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023102
IRS990ScheduleD/RevenueSubtotalAmt01415054
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON DECEMBER 1, 1995, 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 AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE FUND'S TAX COUNSEL 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 UNDER SECTION 501(C)(9) 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 PLAN ADMINISTRATOR HAS CONCLUDED THAT AS OF MAY 31, 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 PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE TAX RETURNS ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt0787030
IRS990ScheduleD/TotalRevenuePerForm990Amt01438156
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01324600
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0763928
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION B, LINE 12: THE TRUST FUND DOES NOT RETAIN A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. SECTION B, LINE 14: THE TRUST FUND DOES NOT RETAIN A DOCUMENT RETENTION POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH EXTENSIVE ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO GENESIS BENEFIT SOLUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE TRUSTEES AND IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE TRUST FUND AND BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LINE 2C: THE BOARD OF TRUSTEES ASSUMES THE RESPONSIBILITY OF SELECTING THE INDEPENDENT ACCOUNTANT AS WELL AS THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CARDINAL INDUSTRIAL INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CHAMPAIGN A & K INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2DAVIS HOUK MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3FARGO INSULATION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4GRIBBINS INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5HAMILTON INSULTATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6I-STAR ENERGY SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7PERFORMANCE CONTRACT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8TRIANGLE ENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9SPRINKMANN INSULATION INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0BRANDSAFWAY INDUSTRIES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1NELSON INSULATION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2GEYER FIRE PROTECTION LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3PRIME INSULATION LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LU 18 HEAT & FROST MED TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0204314019
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08498 BROOKVILLE ROAD SUITE 150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046239
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04947353
IRS990/TotalAssetsEOYAmt05508025
IRS990/TotalAssetsGrp/BOYAmt04947353
IRS990/TotalAssetsGrp/EOYAmt05508025
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0787030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04947353
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05508025
IRS990/TotalProgramServiceRevenueAmt01275586
IRS990/TotalRevenueGrp/ExclusionAmt0135271
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01302885
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01438156
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04947353
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05508025
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01220 EAST EPLER AVENUE
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046227
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175246350
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASBESTOS WORKERS LOCAL 18 RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES SEPARATE ACCT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ASBE
ReturnHeader/Filer/EIN0351906643
ReturnHeader/Filer/PhoneNum08009506789
ReturnHeader/Filer/USAddress/AddressLine1Txt07440 WOODLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046278
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L ZIMMERMAN
ReturnHeader/ReturnTs02026-02-24T12:55:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.