Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
990 • Fiscal year 2012 • EIN 35-2143298
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$26,403,339
Up $8,141,762 (+45%) from 2011
Net Assets
Up$25,951,840
Up $7,929,166 (+44%) from 2011
Liabilities
Up$451,499
Up $212,596 (+89%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$2,090,865
Down $77,968 (-3.6%) from 2011
Net Income
-
No earlier filing loaded for comparison.
To partially or fully supplement retiree health and welfare benefits.
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/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 238903 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 451499 |
| IRS990/AccountsReceivable/BOY | 0 | 551583 |
| IRS990/AccountsReceivable/EOY | 0 | 819564 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO FULLY OR PARTIALLY SUPPLEMENT RETIREE HEALTH & WELFARE BENEFITS. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 7200 MISSISSIPPI ST NO 300 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | MERRILLVILLE |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IN |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 46410 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 1921539 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 2015528 |
| IRS990/BenefitsToMembers/Total | 0 | 1921539 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 614 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/Total | 0 | 1794 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | TO OFFSET, PARTIALLY OR FULLY, REQUIRED SELF-PAYMENTS TO PROVIDE RETIREE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS IN ACCORDANCE WITH PLAN DOCUMENTS. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 0 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 0 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 17833 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 69327 |
| IRS990/FeesForServicesLegal/Total | 0 | 4617 |
| IRS990/FeesForServicesOther/Total | 0 | 22531 |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 50.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | DENNIS K SHOWERS |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | PATRICK BAILEY |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | EDWARD SHIKANY |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | WILLIAM WALTON SR |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | TOM CORSIGLIA |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | RAY KASMARK |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | JAMES MOLA |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | RICK ANDERSON |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | WILLIAM WALTON JR |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 54635 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 138527 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE - PAST |
| IRS990/Form990PartVIISectionA/Title | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | TRUSTEE - NEW |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossReceipts | 0 | 8521531 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 1943 |
| IRS990/Insurance/Total | 0 | 6311 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 655937 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 655937 |
| IRS990/InvestmentIncomePriorYear | 0 | 486000 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 655937 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 14950076 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 21422512 |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 40071 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 56098 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 17586 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 16027 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PARTIALLY OR FULLY SUPPLEMENT RETIREE HEALTH AND WELFARE BENEFITS |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | RAY KASMARK |
| IRS990/NbrIndependentVotingMembers | 0 | 7 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 8 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 8 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 18022674 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 25951840 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 1 |
| IRS990/NumberIndependentVotingMembers | 0 | 7 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/Total | 0 | 8126 |
| IRS990/OfficeExpenses/Total | 0 | 957 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherEmployeeBenefits/Total | 0 | 6806 |
| IRS990/OtherExpensePriorYear | 0 | 118914 |
| IRS990/OtherExpensesCurrentYear | 0 | 134053 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 233 |
| IRS990/OtherSalariesAndWages/Total | 0 | 19261 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PayrollTaxes/Total | 0 | 1554 |
| IRS990/PensionPlanContributions/Total | 0 | 7652 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 6522 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 7865594 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER/RECIP CONTRIB |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 4750510 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 7865594 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 7865594 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | 6430666 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 1498500 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 0 |
| IRS990/ReportLandBldgEquip | 0 | 1 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 18022674 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 25951840 |
| IRS990/RevenuesLessExpensesCY | 0 | 6430666 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 3067910 |
| IRS990/SalariesEtcCurrentYear | 0 | 35273 |
| IRS990/SalariesEtcPriorYear | 0 | 34391 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 2742332 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 4138714 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/Equipment/BookValue | 0 | 16027 |
| IRS990ScheduleD/Equipment/Depreciation | 0 | 40071 |
| IRS990ScheduleD/Equipment/OtherCostOrOtherBasis | 0 | 56098 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 69327 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 2021538 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART X, LINE 2: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 69327 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 69327 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 1498500 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 1498500 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 69327 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 8452204 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 2090865 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 16027 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 8521531 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 2021538 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 9950704 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 133522 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 32695 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | RAY KASMARK |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 21940 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 5005 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 193162 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE LOCAL DOES NOT HAVE ANY COMMITTEES WHO HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE COMPLETED FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES OF THE FUND. THE TRUSTEES REVIEW THE FORM AND DISCUSS ANY MATTERS OF UNCERTAINY. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED, SIGNED AND SUBMITTED TO THE IRS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE PLAN ADOPTED THE CONFLICT OF INTEREST POLICY IN 2011. TRUSTEES WERE REQUIRED TO DISLOSE TO THE FUND ADMINISTRATOR THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTERESTS OR THE APPEARANCE OF CONFLICT OF INTEREST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND, WHICH IS A RELATED PARTY TO THE FILER, PAYS THE FRINGE BENEFITS, SALARIES, AND ANY RELATED TAXES FOR SEVERAL RELATED FUNDS INCLUDING THE FILER. IN TURN, THE PENSION FUND ALSO FILES THE RELATED TAX FORMS (W-2'S) FOR THESE EXPENSES. THE RELATED FUNDS REIMBURSE THE PENSION FUND FOR THEIR INDIVIDUAL SHARES OF THESE EXPENSES. |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART IX, LINES 7,8,9,10 |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | 0 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 7200 MISSISSIPPI STREET SUITE 300 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 7200 MISSISSIPPI STREET SUITE 200 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 2 | 7200 MISSISSIPPI STREET SUITE 300 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 3 | 7200 MISSISSIPPI STREET SUITE 300 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 4 | 7200 MISSISSIPPI STREET SUITE 300 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 5 | 1440 E 35TH AVE ROOM T207 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 6 | 41 WILLIAMS STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 7 | 550 SUPERIOR AVE SUITE B |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 8 | 3840 GEORGIA STREET |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 9 | 7200 MISSISSIPPI STREET SUITE 100 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 10 | 7200 MISSISSIPPI STREET SUITE 200 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 3 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 4 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 5 | GARY |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 6 | HAMMOND |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 7 | MUNSTER |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 8 | GARY |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 9 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 10 | MERRILLVILLE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 3 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 4 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 5 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 6 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 7 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 8 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 9 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 10 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 2 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 3 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 4 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 5 | 46409 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 6 | 46320 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 7 | 46321 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 8 | 46409 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 9 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 10 | 46410 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 2 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 3 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 4 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 5 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 6 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 7 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 8 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 9 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 10 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 1 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 2 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 3 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 4 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 5 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 6 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 7 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 8 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 9 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 10 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 516133048 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 350415488 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 351773526 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 3 | 350911491 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 4 | 030545014 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 401A |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 1 | 501C(5) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 2 | 401A |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 3 | 501C(9) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 4 | 501C(9) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 5 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 6 | 501(C)(5) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 7 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 8 | 501(C)(6) |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/DisproportionateAllocations | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/GeneralOrManagingPartner | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 0 | BASE ELECTRICAL SERVICES |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 1 | QUANTUM CROSSINGS LLC |
| IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartIII/PrimaryActivity | 1 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 2 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 3 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 4 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 5 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 6 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 7 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 8 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 9 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 10 | IN |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | IBEW LOCAL 697 UNION |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 2 | IBEW & ELECTRICAL INDUSTRY LOCAL 697 MONEY PURCHASE PLAN |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 3 | LAKE COUNTY & INDIANA NECA - IBEW HEALTH AND BENEFIT FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 4 | IBEW LOCAL UNION 697 SUB FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 5 | INDIANA PLAN FOR EQUAL EMPLOY |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 6 | SCHOOL CITY OF HAMMOND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 7 | NW IN BLDG & CONST TRADES |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 8 | GARY COMMUNITY SCHOOL CORP |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 9 | LAKE COUNTY ELEC JATC |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 10 | THE QUALITY CONNECTION |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | PROVIDES PENSION BENEFITS TO PARTICIPANTS |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 1 | LABOR UNION |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 2 | PROVIDES RETIREMENT BENEFITS TO PARTICIPANTS |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 3 | PROVIDES HEALTH BENEFITS TO PARTICIPANTS |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 4 | PROVIDES SUPPLEMENTARY UNEMPLOYMENT BENEFITS TO PARTICIPANTS |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 5 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 6 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 7 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 8 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 9 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 10 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 2 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg | 3 | 0 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.