Civic Intelligence

Asbestos Workers Local 18 Retired Employees Separate Acct Trust Fund

990 • Fiscal year 2022 • EIN 35-1906643

Jun 01, 2021 to May 31, 2022 • Filed on Feb 22, 2023

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

42nd percentile

0.00x

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.00x

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

35th percentile

-1.1%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

51st percentile

-3.8%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-8.7%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$4,646,384

Down $184,239 (-3.8%) from 2021

Net Assets

Down

$4,646,384

Down $184,239 (-3.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin35th percentile

Revenue

Down

$696,357

Down $66,435 (-8.7%) from 2021

Expenses

Up

$703,835

Up $116,302 (+20%) from 2021

Net Income

Down

-$7,478

Down $182,737 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$4,646,384
Liabilities$0
Net Assets$4,646,384
Open 2022 Filing

Operations Trend

Revenue Growth33rd 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

2022

Revenue$696,357
Expenses$703,835
Net Income-$7,478
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Feb 22, 2023
Return Version
2021v4.0
Gross Receipts
$3,397,726
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$4,830,623$4,646,384▼ $184,239
Savings and Temporary Cash Investments$3,837,425$3,791,854▼ $45,571
Investments in Publicly Traded Securities$993,198$849,471▼ $143,727
Total Assets$4,830,623$4,646,384▼ $184,239
Other Assets Total-$5,059-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,830,623$4,646,384▼ $184,239
Total Liabilities and Net Assets / Fund Balance$4,830,623$4,646,384▼ $184,239
Compensation and Service Providers
Top Officer Pay54th 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
$619,253
Investment Income
$77,104
Other Revenue
$0
Change in Net Assets
$-7,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$686,068
Revenue Not Reported on Financial Statements
$10,289
Revenue Not Reported on Form 990
$-176,761
Total Revenue per Audited Statements
$509,307
Total Revenue per Form 990
$696,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,566
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---$644,269
Other Expenses---$18,555
Fees for Services Accounting---$12,350
Fees for Service Investment Mgmnt Fees---$10,289
Insurance---$7,826
Fees for Services Legal---$5,430
Fees for Services Other---$2,850
Office Expenses---$2,266
Total Functional Expenses$0$0$0$703,835

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$703,835
Expenses per Audited Statements$693,546
Total Expenses per Audited Statements$693,546
Expenses Not Reported on Financial Statements$10,289
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
2023-02-22
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
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, 2022, 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 Appendix377 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, 2022, 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/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
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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/TotalAssetsBOYAmt04830623
IRS990/TotalAssetsEOYAmt04646384
IRS990/TotalAssetsGrp/BOYAmt04830623
IRS990/TotalAssetsGrp/EOYAmt04646384
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0703835
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04830623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04646384
IRS990/TotalProgramServiceRevenueAmt0619253
IRS990/TotalRevenueGrp/ExclusionAmt077104
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0619253
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0696357
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04830623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04646384
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03175246350
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASBESTOS WORKERS LOCAL 18 RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES SEPARATE ACCT TRUST FUND
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ReturnHeader/Filer/PhoneNum08592261769
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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/PreparationDt02023-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L ZIMMERMAN
ReturnHeader/ReturnTs02023-02-24T13:19:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,646,384
Liabilities
$0
Net assets
$4,646,384
Revenue
$696,357
Expenses
$703,835
Net income
-$7,478
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