Civic Intelligence

Sheet Metal Workers Local 73

EIN 36-2145881 • 501(c)9 • Hillside, IL

Profile

Provision of health benefits to members.

4530 W Roosevelt RoadHillside, IL 60162

www.sm73funds.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2022

Net Margin

17th percentile

-5.9%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

1.8%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Up

$101,944,292

Up $2,072,382 (+2.1%) from 2023

Liabilities

Down

$502,634

Down $614,721 (-55%) from 2023

Net Assets

Up

$101,441,658

Up $2,687,103 (+2.7%) from 2023

Revenue

Down

$59,424,402

Down $5,384,921 (-8.3%) from 2023

Expenses

Down

$61,586,436

Down $355,536 (-0.6%) from 2023

Net Income

Down

-$2,162,034

Down $5,029,385 (-175%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $57,817,362Liabilities 2010: $491,984Net Assets 2010: $57,325,3782010Assets 2011: $66,111,437Liabilities 2011: $444,070Net Assets 2011: $65,667,3672011Assets 2012: $77,720,501Liabilities 2012: $8,453,370Net Assets 2012: $69,267,1312012Assets 2013: $85,778,501Liabilities 2013: $8,498,729Net Assets 2013: $77,279,7722013Assets 2014: $91,176,279Liabilities 2014: $2,143,826Net Assets 2014: $89,032,4532014Assets 2015: $99,952,135Liabilities 2015: $3,375,871Net Assets 2015: $96,576,2642015Assets 2016: $98,693,121Liabilities 2016: $2,718,976Net Assets 2016: $95,974,1452016Assets 2017: $105,251,857Liabilities 2017: $2,542,870Net Assets 2017: $102,708,9872017Assets 2018: $111,113,498Liabilities 2018: $5,183,253Net Assets 2018: $105,930,2452018Assets 2019: $112,407,349Liabilities 2019: $4,282,662Net Assets 2019: $108,124,6872019Assets 2020: $106,177,716Liabilities 2020: $1,164,177Net Assets 2020: $105,013,5392020Assets 2021: $114,741,482Liabilities 2021: $3,092,134Net Assets 2021: $111,649,3482021Assets 2022: $98,200,346Liabilities 2022: $2,079,928Net Assets 2022: $96,120,4182022Assets 2023: $99,871,910Liabilities 2023: $1,117,355Net Assets 2023: $98,754,5552023Assets 2024: $101,944,292Liabilities 2024: $502,634Net Assets 2024: $101,441,6582024

Highlighted filing

2024

Assets$101,944,292
Liabilities$502,634
Net Assets$101,441,658

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $41,712,4432010Expenses 2011: $41,588,3542011Expenses 2012: $43,512,6762012Expenses 2013: $41,277,6882013Revenue 2014: $48,366,382Expenses 2014: $40,822,182Net Income 2014: $7,544,2002014Revenue 2015: $50,083,024Expenses 2015: $44,122,514Net Income 2015: $5,960,5102015Revenue 2016: $51,150,746Expenses 2016: $50,758,808Net Income 2016: $391,9382016Revenue 2017: $55,849,605Expenses 2017: $52,874,944Net Income 2017: $2,974,6612017Revenue 2018: $57,527,324Expenses 2018: $56,977,941Net Income 2018: $549,3832018Revenue 2019: $60,338,254Expenses 2019: $58,401,819Net Income 2019: $1,936,4352019Revenue 2020: $60,550,716Expenses 2020: $64,448,491Net Income 2020: -$3,897,7752020Revenue 2021: $56,973,911Expenses 2021: $61,215,913Net Income 2021: -$4,242,0022021Revenue 2022: $58,026,443Expenses 2022: $61,477,689Net Income 2022: -$3,451,2462022Revenue 2023: $64,809,323Expenses 2023: $61,941,972Net Income 2023: $2,867,3512023Revenue 2024: $59,424,402Expenses 2024: $61,586,436Net Income 2024: -$2,162,0342024

Highlighted filing

2024

Revenue$59,424,402
Expenses$61,586,436
Net Income-$2,162,034

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$102$0.50$101$59.4$61.6$2.16
2023Detailed filing. Detailed filing data is available for this year.$99.9$1.12$98.8$64.8$61.9$2.87
2022Detailed filing. Detailed filing data is available for this year.$98.2$2.08$96.1$58.0$61.5$3.45
2021Detailed filing. Detailed filing data is available for this year.$115$3.09$112$57.0$61.2$4.24
2020Detailed filing. Detailed filing data is available for this year.$106$1.16$105$60.6$64.4$3.90
2019Detailed filing. Detailed filing data is available for this year.$112$4.28$108$60.3$58.4$1.94
2018Detailed filing. Detailed filing data is available for this year.$111$5.18$106$57.5$57.0$0.55
2017Detailed filing. Detailed filing data is available for this year.$105$2.54$103$55.8$52.9$2.97
2016Detailed filing. Detailed filing data is available for this year.$98.7$2.72$96.0$51.2$50.8$0.39
2015Detailed filing. Detailed filing data is available for this year.$100.0$3.38$96.6$50.1$44.1$5.96
2014Detailed filing. Detailed filing data is available for this year.$91.2$2.14$89.0$48.4$40.8$7.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.8$8.50$77.3$41.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$8.45$69.3$43.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.1$0.44$65.7$41.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.8$0.49$57.3$41.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Gross Receipts
$89,469,253
Mission and Program Overview

Mission

Provision of health benefits to members.

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$98,754,555$101,441,658▲ $2,687,103
Investments Other Securities$58,007,597$58,964,371▲ $956,774
Investments in Publicly Traded Securities$32,173,949$28,204,767▼ $3,969,182
Cash and Non-Interest-Bearing Accounts$1,660,531$5,546,740▲ $3,886,209
Accounts Receivable$4,405,959$4,331,020▼ $74,939
Savings and Temporary Cash Investments$499,606$1,535,409▲ $1,035,803
Land, Buildings, and Equipment, Net$308,018$233,454▼ $74,564
Prepaid Expenses and Deferred Charges$105,875$128,760▲ $22,885
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$99,871,910$101,944,292▲ $2,072,382
Other Assets Total$2,710,375$2,999,771▲ $289,396
Liabilities
Other Liabilities$931,044$299,661▼ $631,383
Accounts Payable and Accrued Expenses$186,311$168,323▼ $17,988
Deferred Revenue-$34,650-
Total Liabilities$1,117,355$502,634▼ $614,721
Net Assets / Fund Balance
Total Net Assets Fund Balance$98,754,555$101,441,658▲ $2,687,103
Total Liabilities and Net Assets / Fund Balance$99,871,910$101,944,292▲ $2,072,382

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$209,252$1,032,799$1,242,051
Leasehold Improvements$24,202$16,733$40,935
Other Securities$3,945,665--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick LudvigsenAdministratorPT$207,872$87,502$295,374
James FeinbergAssistant AdministratorFT$144,356$48,530$192,886
Diana MaslankaWelfare Department ManagerFT$114,468$42,905$157,373

Board Members and Trustees

NameTitle
Dan AhernTrustee
James S BillardTrustee
Mike VittorioTrustee
Raymond SuggsTrustee
Tony AdolfsTrustee
William BeukemaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IlPpo Provider300 EAST RANDOLPH, Chicago, IL 60601$1,139,063
Express Scripts INCRx Benefit Manager1 EXPRESS WAY, St Louis, MO 63121$1,086,098
Bridgeway Benefit TechnologyComputer Software3700 KOPPERS STREET SUITE 400, Baltimore, MD 21227$264,563
Morgan Lewis & Bockius LLPLegal77 WEST WACKER DRIVE, Chicago, IL 60601$212,847
Gregorio Stec Klein & HoseLegalTWO NORTH LASALLE STREET SUITE 165, Chicago, IL 60602$156,402
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,202,536
Investment Income
$3,135,677
Other Revenue
$86,189
Change in Net Assets
$-2,162,034

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,102,120
Revenue Not Reported on Financial Statements
$1,322,282
Revenue Not Reported on Form 990
$4,849,137
Other Revenue Adjustments
$1,110,156
Total Revenue per Audited Statements
$62,951,257
Total Revenue per Form 990
$59,424,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,945,083
Salaries, Compensation, and Employee Benefits$1,870,055
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$57,771,298
Other Salaries and Wages---$1,023,143
Fees for Services Legal---$353,914
Information Technology---$349,443
Current Officers, Directors, Trustees, and Key Employees---$295,373
Other Employee Benefits---$290,461
Office Expenses---$247,257
Fees for Services Other---$217,591
Fees for Service Investment Mgmnt Fees---$212,126
Fees for Services Accounting---$175,542
Pension Plan Contributions---$159,396
Occupancy---$158,096
Depreciation Depletion---$117,197
Payroll Taxes---$101,682
Insurance---$64,000
Conferences and Meetings---$27,276
Other Expenses---$22,641
Total Functional Expenses$0$0$0$61,586,436

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$61,586,436
Expenses per Audited Statements$60,264,154
Total Expenses per Audited Statements$60,264,154
Expenses Not Reported on Financial Statements$1,322,282
Other Expense Adjustments$1,110,156
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Trustees / OfficersOffice LeaseNo$143,735
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker - Net$253,620
Fees Mandated by Aca$46,041
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees that have authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is provided to the entire board of trustees who review and approve the return before it is filed.

Form 990, Part VI, Section B, Line 12C

Compliance with the policies are reviewed and monitored through discussion at the trustees' meetings.

Form 990, Part VI, Section B, Line 15B

The salary of the fund administrator is determined and approved by the board of trustees.

Form 990, Part VI, Section C, Line 19

The organization provides the governing documents, conflict of interest policy and financial statements to participants at the fund office upon their request.

Form 990, Part VII, Line 1A

The administrator and assistant administrator hold the same positions with two related entities. The reporting organization is reimbursed by these entities for their allocated portion of their salary, fringe benefits and payroll taxes.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 73
EIN
36-2145881
Phone
7084497373
Address
4530 W ROOSEVELT ROAD, HILLSIDE, IL 60162

Signing Officer

Name
Raymond Suggs
Title
Trustee
Phone
7084497373
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond Suggs
Formed
1950
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
113
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Douglas Schwegman
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Reimbursed administrative expenses 1,110,156.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Reimbursed administrative expenses 1,110,156.

Raw XML AppendixShowing 400 of 1,450 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/ReportableCompFromRltdOrgAmt1196006
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2200652
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7WELFARE DEPARTMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSISTANT ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01121714
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt031166565
IRS990/GrossReceiptsAmt089469253
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0349443
IRS990/InsuranceGrp/TotalAmt064000
IRS990/InvestmentIncomeGrp/ExclusionAmt02013963
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02013963
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt058007597
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt058964371
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032173949
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028204767
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01049532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0308018
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0233454
IRS990/LandBldgEquipCostOrOtherBssAmt01282986
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt030044851
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF HEALTH BENEFITS TO MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt098754555
IRS990/NetAssetsOrFundBalancesEOYAmt0101441658
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01121714
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01121714
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04849137
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0158096
IRS990/OfficeExpensesGrp/TotalAmt0247257
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02710375
IRS990/OtherAssetsTotalGrp/EOYAmt02999771
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0290461
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt022641
IRS990/OtherLiabilitiesGrp/BOYAmt0931044
IRS990/OtherLiabilitiesGrp/EOYAmt0299661
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt086189
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt086189
IRS990/OtherRevenueTotalAmt086189
IRS990/OtherSalariesAndWagesGrp/TotalAmt01023143
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0101682
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0159396
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0105875
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0128760
IRS990/PrincipalOfficerNm0RAYMOND SUGGS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSED ADMINISTRAT
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PT. D REBATES
IRS990/ProgramServiceRevenueGrp/Desc4COBRA CONTRIBUTIONS AN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049416167
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14352158
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21110156
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31108759
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4215296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049416167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14352158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21110156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31108759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4215296
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt058193272
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04964269
IRS990/PYOtherExpensesAmt01808244
IRS990/PYOtherRevenueAmt018630
IRS990/PYProgramServiceRevenueAmt059826424
IRS990/PYRevenuesLessExpensesAmt02867351
IRS990/PYSalariesCompEmpBnftPaidAmt01940456
IRS990/PYTotalExpensesAmt061941972
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt064809323
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2162034
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt098754555
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0101441658
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0499606
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01535409
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0209252
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01032799
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01242051
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01322282
IRS990ScheduleD/ExpensesSubtotalAmt060264154
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0212126
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0212126
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024202
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016733
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt040935
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04849137
IRS990ScheduleD/OtherExpensesNotIncludedAmt01110156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt046041
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1253620
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEES MANDATED BY ACA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER - NET
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01110156
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01177416
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt118925508
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224559063
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt34742176
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45614543
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt53945665
IRS990ScheduleD/OtherSecuritiesGrp/Desc0NIS HIGH YIELD QP FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1NHIT CORE PLUS FIXED INCOME TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BNY MELLON AFL-CIO SL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BNY MELLON CF SL EX
IRS990ScheduleD/OtherSecuritiesGrp/Desc4IFM GLOBAL INFRASTRUCTURE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5U.S. REAL ESTATE INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt04849137
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01322282
IRS990ScheduleD/RevenueSubtotalAmt058102120
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED ADMINISTRATIVE EXPENSES 1,110,156.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED ADMINISTRATIVE EXPENSES 1,110,156.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0233454
IRS990ScheduleD/TotalBookValueSecuritiesAmt058964371
IRS990ScheduleD/TotalExpensesPerForm990Amt061586436
IRS990ScheduleD/TotalLiabilityAmt0299661
IRS990ScheduleD/TotalRevenuePerForm990Amt059424402
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt062951257
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt060264154
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3207872
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4144356
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5114468
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0230581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1197127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2193138
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30

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