Civic Intelligence

Asbestos Workers Local 18 Retired Employees Separate Acct Trust Fund

990 • Fiscal year 2021 • EIN 35-1906643

Jun 01, 2020 to May 31, 2021 • Filed on Feb 11, 2022

Organization ProfileN/A

View Organization Page

7440 Woodland DriveIndianapolis, IN 46278

(859) 226-1769

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

45th percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

73rd percentile

23%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

57th percentile

7.9%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$4,830,623

Up $355,193 (+7.9%) from 2020

Net Assets

Up

$4,830,623

Up $355,193 (+7.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin73rd percentile

Revenue

Up

$762,792

Up $110,645 (+17%) from 2020

Expenses

Up

$587,533

Up $11,991 (+2.1%) from 2020

Net Income

Up

$175,259

Up $98,654 (+129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2021

Assets$4,830,623
Liabilities$0
Net Assets$4,830,623
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$762,792
Expenses$587,533
Net Income$175,259
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Feb 11, 2022
Return Version
2020v4.0
Gross Receipts
$3,530,683
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$4,475,430$4,830,623▲ $355,193
Savings and Temporary Cash Investments$3,946,330$3,837,425▼ $108,905
Investments in Publicly Traded Securities$529,100$993,198▲ $464,098
Total Assets$4,475,430$4,830,623▲ $355,193
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,475,430$4,830,623▲ $355,193
Total Liabilities and Net Assets / Fund Balance$4,475,430$4,830,623▲ $355,193
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
David PriceChairman
Jeremy PetersVice Chair
Joe MccoyTrustee
Tony MagnaTrustee
Brandon HowardAssistant Se
Carl ShultzSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$657,154
Investment Income
$105,638
Other Revenue
$0
Change in Net Assets
$175,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$754,499
Revenue Not Reported on Financial Statements
$8,293
Revenue Not Reported on Form 990
$179,937
Total Revenue per Audited Statements
$934,436
Total Revenue per Form 990
$762,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,428
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---$525,105
Other Expenses---$19,311
Fees for Services Other---$12,350
Fees for Services Accounting---$9,750
Fees for Service Investment Mgmnt Fees---$8,293
Fees for Services Legal---$5,973
Insurance---$4,846
Office Expenses---$1,905
Total Functional Expenses$0$0$0$587,533

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$587,533
Expenses per Audited Statements$579,240
Total Expenses per Audited Statements$579,240
Expenses Not Reported on Financial Statements$8,293
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
8592261769
Address
7440 WOODLAND DRIVE, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Price
Title
Chairman
Phone
3175246350
Signed
2022-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Price
Formed
1993
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
0

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, 2021, 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 Appendix394 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/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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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, 2021, 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
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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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALLOYD INSULATION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CARDINAL INDUSTRIAL INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CHAMPAIGN A & K INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3FARGO INSULATION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4GRIBBINS INSULATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5I-STAR ENERGY SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6PERFORMANCE CONTRACT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7TRIANGLE ENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8SPRINKMANN INSULATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9DAVIS HOUK MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10M&O INSULATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd3false
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd5false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd6false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd1false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd2false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd3false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd4false
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd6false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0CONTACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt6CONTRACTOR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ADV ENERGY PROTECTION LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1ADVANCED INDUSTRIAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2ADV NUCLEAR LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3BRAND ENERGY SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4BRANDSAFWAY INDUSTRIES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5NELSON INSULATION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt6PRIME 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/TotalAssetsBOYAmt04475430
IRS990/TotalAssetsEOYAmt04830623
IRS990/TotalAssetsGrp/BOYAmt04475430
IRS990/TotalAssetsGrp/EOYAmt04830623
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0587533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04830623
IRS990/TotalProgramServiceRevenueAmt0657154
IRS990/TotalRevenueGrp/ExclusionAmt0105638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0657154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0762792
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04475430
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04830623
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175246350
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASBESTOS WORKERS LOCAL 18 RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES SEPARATE ACCT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ASBE
ReturnHeader/Filer/EIN0351906643
ReturnHeader/Filer/PhoneNum08592261769
ReturnHeader/Filer/USAddress/AddressLine1Txt07440 WOODLAND DRIVE
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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/PreparationDt02022-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L ZIMMERMAN
ReturnHeader/ReturnTs02022-02-25T15:50:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,830,623
Liabilities
$0
Net assets
$4,830,623
Revenue
$762,792
Expenses
$587,533
Net income
$175,259
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