Civic Intelligence

Chicago and Vicinity Laborers' District Council Health & Welfare Plan

990 • Fiscal year 2021 • EIN 36-2151212

Jun 01, 2020 to May 31, 2021 • Filed on Apr 05, 2022

11465 Cermak RoadWestchester, IL 60154

(708) 562-0200

Siviq Scores

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

Liabilities / Assets

88th percentile

0.33x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

0.90x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

49th percentile

7.5%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

96th percentile

$597,242

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

51st percentile

7.9%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2021

Revenue Growth

27th percentile

-1.8%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2021

Assets

Up

$608,474,210

Up $85,482,368 (+16%) from 2019

Net Assets

Up

$407,578,683

Up $82,375,011 (+25%) from 2019

Liabilities

Up

$200,895,527

Up $3,107,357 (+1.6%) from 2019

Revenue

Down

$222,045,222

Down $8,063,785 (-3.5%) from 2019

Expenses

Up

$205,356,230

Up $1,211,767 (+0.6%) from 2019

Net Income

Down

$16,688,992

Down $9,275,552 (-36%) from 2019

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2010: $242,607,122Liabilities 2010: $101,562,094Net Assets 2010: $141,045,0282010Assets 2011: $272,904,803Liabilities 2011: $120,117,811Net Assets 2011: $152,786,9922011Assets 2012: $319,024,912Liabilities 2012: $133,220,986Net Assets 2012: $185,803,9262012Assets 2013: $387,392,048Liabilities 2013: $140,246,600Net Assets 2013: $247,145,4482013Assets 2014: $470,299,176Liabilities 2014: $154,724,824Net Assets 2014: $315,574,3522014Assets 2015: $346,187,589Liabilities 2015: $161,178,659Net Assets 2015: $185,008,9302015Assets 2016: $391,441,368Liabilities 2016: $179,363,411Net Assets 2016: $212,077,9572016Assets 2017: $443,235,255Liabilities 2017: $191,541,370Net Assets 2017: $251,693,8852017Assets 2018: $478,245,119Liabilities 2018: $184,750,497Net Assets 2018: $293,494,6222018Assets 2019: $522,991,842Liabilities 2019: $197,788,170Net Assets 2019: $325,203,6722019Assets 2021: $608,474,210Liabilities 2021: $200,895,527Net Assets 2021: $407,578,6832021Assets 2022: $608,269,724Liabilities 2022: $11,113,091Net Assets 2022: $597,156,6332022Assets 2023: $626,781,989Liabilities 2023: $8,189,411Net Assets 2023: $618,592,5782023Assets 2024: $680,324,904Liabilities 2024: $4,586,297Net Assets 2024: $675,738,6072024

Highlighted filing

2021

Assets$608,474,210
Liabilities$200,895,527
Net Assets$407,578,683

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Expenses 2010: $179,059,5712010Expenses 2011: $178,785,4752011Expenses 2012: $176,122,9752012Expenses 2013: $190,050,6842013Revenue 2014: $251,249,007Expenses 2014: $203,568,427Net Income 2014: $47,680,5802014Revenue 2015: $234,007,554Expenses 2015: $163,580,628Net Income 2015: $70,426,9262015Revenue 2016: $213,661,118Expenses 2016: $185,630,246Net Income 2016: $28,030,8722016Revenue 2017: $215,864,099Expenses 2017: $196,789,334Net Income 2017: $19,074,7652017Revenue 2018: $221,976,458Expenses 2018: $190,148,976Net Income 2018: $31,827,4822018Revenue 2019: $230,109,007Expenses 2019: $204,144,463Net Income 2019: $25,964,5442019Revenue 2021: $222,045,222Expenses 2021: $205,356,230Net Income 2021: $16,688,9922021Revenue 2022: $245,355,059Expenses 2022: $215,027,065Net Income 2022: $30,327,9942022Revenue 2023: $263,903,387Expenses 2023: $235,909,203Net Income 2023: $27,994,1842023Revenue 2024: $263,902,860Expenses 2024: $248,266,759Net Income 2024: $15,636,1012024

Highlighted filing

2021

Revenue$222,045,222
Expenses$205,356,230
Net Income$16,688,992
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 5, 2022
Return Version
2020v4.2
Gross Receipts
$583,812,854
Mission and Program Overview

Mission

The plan provides health, prescription, dental, vision and loss of time benefits to eligible participants and dependents.

SEE STATEMENT A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$338,322,374$407,578,683▲ $69,256,309
Investments in Publicly Traded Securities$289,875,163$335,771,555▲ $45,896,392
Investments Other Securities$166,615,287$146,862,055▼ $19,753,232
Savings and Temporary Cash Investments$49,850,411$91,461,412▲ $41,611,001
Cash and Non-Interest-Bearing Accounts$310,621$1,841,271▲ $1,530,650
Land, Buildings, and Equipment, Net$975,345$1,204,071▲ $228,726
Prepaid Expenses and Deferred Charges$173,796$207,386▲ $33,590
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$537,341,437$608,474,210▲ $71,132,773
Other Assets Total$29,540,814$31,126,460▲ $1,585,646
Liabilities
Other Liabilities$196,783,906$198,825,956▲ $2,042,050
Accounts Payable and Accrued Expenses$2,235,157$2,069,571▼ $165,586
Total Liabilities$199,019,063$200,895,527▲ $1,876,464
Net Assets / Fund Balance
Total Net Assets Fund Balance$338,322,374$407,578,683▲ $69,256,309
Total Liabilities and Net Assets / Fund Balance$537,341,437$608,474,210▲ $71,132,773

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,198,958$2,800,874$3,999,832
Other Land Buildings$5,113$206,279$211,392
Other Assets Org$3,025,811--
Other Securities$28,831,146--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Catherine WenskusAdministratorPT$62,685$62,685

Highest Paid Contractors

ContractorServicesLocationCompensation
Segal ConsultingConsulting Services101 NORTH WACKERS DR SUITE 500, Chicago, IL 60606$185,843
Legacy Professionals LLPAccounting Service4 WESTBROOK CORPORTE CENTER 700, Westchester, IL 60154$183,845
Ogletree DeakinsLegal Services155 N WACKER DR SUITE 4310, Chicago, IL 60606$162,916
Bansley And Kiener LLPAudit & Accoounting Service8745 W HIGGINS ROAD SUITE 200, Chicago, IL 60631$144,777
William BlairInvestment Fees150 N RIVESIDE PLAZA, Chicago, IL 60606$111,189
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$201,388,837
Investment Income
$20,656,385
Other Revenue
$0
Change in Net Assets
$16,688,992

Audited Revenue Reconciliation

Revenue per Audited Statements
$220,233,559
Revenue Not Reported on Financial Statements
$1,811,663
Revenue Not Reported on Form 990
$45,099,628
Total Revenue per Audited Statements
$265,333,187
Total Revenue per Form 990
$222,045,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,480,058
Other Expenses$4,565,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$193,310,320
Other Salaries and Wages---$3,414,363
Pension Plan Contributions---$2,441,192
Fees for Service Investment Mgmnt Fees---$1,811,663
Other Employee Benefits---$1,255,375
Office Expenses---$547,141
Information Technology---$398,909
Fees for Services Legal---$373,023
Fees for Services Other---$366,211
Occupancy---$337,304
Payroll Taxes---$265,123
Fees for Services Accounting---$244,524
Insurance---$140,621
Depreciation Depletion---$115,781
Current Officers, Directors, Trustees, and Key Employees---$104,005
Other Expenses---$24,917
Travel---$12,595
All Other Expenses---$1,554
Total Functional Expenses$0$0$0$205,356,230

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$205,356,230
Expenses per Audited Statements$194,951,368
Total Expenses per Audited Statements$194,951,368
Expenses Not Reported on Financial Statements$10,404,862
Other Expense Adjustments$8,593,199
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Liabilities for Accumulated Eligibility$107,110,000
Estimated Liability for Hra Program Benefits Payable$55,114,898
Estimated Liabilities for Claims Incurred, Not Reported$17,751,200
Non-current Pension Liability$14,412,058
Claims Currently Payable$4,437,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The board authorizes the administrator, catherine wenskus, to review and approve the form 990 prior to the date that filing occurs with the irs.

Form 990, Part VI, Section B, Line 12

The plan's legal counsel informs the board of trustees of their fiduciary obligations and what constitutes a conflict of interest.

Form 990, Part VI, Section B, Line 15

The board of trustees determine and approve the salary for the office employees and the administrator, catherine wenskus. Beginning january 1, 2017, the administrator and employees' salaries are paid by the chicago & vicinity laborers' district council pension plan.

Form 990, Part VI, Section C, Line 19

Participants of the plan may request governing and other policy documents upon request or they may access certain documents from the plan's website.

Form 990, Part VII, Section A

Beginning january 1, 2017 salaries for the administrator and employees are paid by the chicago & vicinity laborers' district council pension plan (pension plan). The pension plan is not a related organization as defined in the irs form 990 instructions. The salaries paid by the pension plan are allocated to and reimbursed by the plan, the chicago & vicinity laborers' district council retiree health & welfare plan (a related organization), and the chicago & vicinity laborers' district council fund office staff pension plan. The salaries allocated and reimbursed by the plan to the pension plan for the administrator and employees are reported in part ix. Amounts reported in part vii, section a, column (f) represent allocation payments made by the plan and the related retiree health & welfare plan for other compensation.

Filing and Contact Details

Filer

Filer Name
CHICAGO & VICINITY LABORERS' DISTRICT
EIN
36-2151212
Phone
7085620200
Address
11465 CERMAK ROAD, WESTCHESTER, IL 60154

Signing Officer

Name
Catherine Wenskus
Title
Administrator
Phone
7085620200
Signed
2022-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Wenskus
Formed
1950
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
0
Employees
302
Volunteers
0

Preparer

Firm
Bansley and Kiener Llp
Address
8745 W HIGGINS RD, CHICAGO, IL 60631
Preparer
Megan M Matthys
Phone
3122632700
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

A total of 302 form w-2s were issued for calendar year 2020. The w-2s were issued for disability benefit paid to collectively bargained participants of the plan.

FORM 990, PART XI, LINE 9:

Pension-related changes other than net periodic cost 7,467,689.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the plan administrator to evaluate tax positions taken by the plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax years in progress. The board of trustees believes the plan is no longer subject to income tax examinations for years prior to 2018.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Increase in benefit obligations

Raw XML AppendixShowing 400 of 1,852 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02235157
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02069571
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE STATEMENT A
IRS990/AllOtherExpensesGrp/TotalAmt01554
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0193310320
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MS CATHERINE WENSKUS
IRS990/BooksInCareOfDetail/PhoneNum07085620200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011465 CERMAK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060154
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0310621
IRS990/CashNonInterestBearingGrp/EOYAmt01841271
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt07
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0104005
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0185843
IRS990/ContractorCompensationGrp/CompensationAmt1183845
IRS990/ContractorCompensationGrp/CompensationAmt2162916
IRS990/ContractorCompensationGrp/CompensationAmt3144777
IRS990/ContractorCompensationGrp/CompensationAmt4111189
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0101 NORTH WACKERS DR SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14 WESTBROOK CORPORTE CENTER 700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2155 N WACKER DR SUITE 4310
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt38745 W HIGGINS ROAD SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4150 N RIVESIDE PLAZA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WESTCHESTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd160154
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260606
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360631
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460606
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SEGAL CONSULTING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1LEGACY PROFESSIONALS LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2OGLETREE DEAKINS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BANSLEY AND KIENER LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4WILLIAM BLAIR
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1ACCOUNTING SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3AUDIT & ACCOOUNTING SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0193310320
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020656385
IRS990/CYOtherExpensesAmt04565852
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0201388837
IRS990/CYRevenuesLessExpensesAmt016688992
IRS990/CYSalariesCompEmpBnftPaidAmt07480058
IRS990/CYTotalExpensesAmt0205356230
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0222045222
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0115781
IRS990/Desc0TO PROVIDE HEALTH, PRESCRIPTION, DENTAL, VISION, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0302
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0244524
IRS990/FeesForServicesLegalGrp/TotalAmt0373023
IRS990/FeesForServicesOtherGrp/TotalAmt0366211
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01811663
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt442.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt551.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt643.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt743.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt851.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4175592
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5141272
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6130448
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7120110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8174357
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1162685
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID LORIG
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE CHAMBERLIN-PAST
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm5MARTIN FLANAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD KUCZKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLES LOVERDE III
IRS990/Form990PartVIISectionAGrp/PersonNm9CLIFTON HORN
IRS990/Form990PartVIISectionAGrp/PersonNm10SAMUEL HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11CATHERINE WENSKUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4421650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5300620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6278533
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7209177
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8418024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05249452
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0367017084
IRS990/GrossReceiptsAmt0583812854
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0398909
IRS990/InsuranceGrp/TotalAmt0140621
IRS990/InvestmentIncomeGrp/ExclusionAmt015406933
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015406933
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0166615287
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0146862055
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0289875163
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0335771555
IRS990/IRPDocumentCnt0439
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03007153
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0975345
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01204071
IRS990/LandBldgEquipCostOrOtherBssAmt04211224
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0361767632
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH, PRESCRIPTION, DENTAL, VISION AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0338322374
IRS990/NetAssetsOrFundBalancesEOYAmt0407578683
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05249452
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05249452
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt045099628
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0337304
IRS990/OfficeExpensesGrp/TotalAmt0547141
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029540814
IRS990/OtherAssetsTotalGrp/EOYAmt031126460
IRS990/OtherChangesInNetAssetsAmt07467689
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01255375
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1PCORI FEE
IRS990/OtherExpensesGrp/Desc2INTERNAL LEGAL COLLECTI
IRS990/OtherExpensesGrp/Desc3GENERAL EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0128919
IRS990/OtherExpensesGrp/TotalAmt134116
IRS990/OtherExpensesGrp/TotalAmt228574
IRS990/OtherExpensesGrp/TotalAmt324917
IRS990/OtherLiabilitiesGrp/BOYAmt0196783906
IRS990/OtherLiabilitiesGrp/EOYAmt0198825956
IRS990/OtherSalariesAndWagesGrp/TotalAmt03414363
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0265123
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt02441192
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0173796
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0207386
IRS990/PrincipalOfficerNm0CATHERINE WENSKUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES - DELINQUENT C
IRS990/ProgramServiceRevenueGrp/Desc3INTEREST - DELINQUENT CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/Desc4REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0198192561
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12337199
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2449170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3355334
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt454573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0198192561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12337199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2449170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3355334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt454573
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0187031767
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01124304
IRS990/PYOtherExpensesAmt04933690
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0209136408
IRS990/PYRevenuesLessExpensesAmt011628535
IRS990/PYSalariesCompEmpBnftPaidAmt06666720
IRS990/PYTotalExpensesAmt0198632177
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0210260712
IRS990/ReconcilationRevenueExpnssAmt016688992
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0338322374
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0407578683
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049850411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091461412
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01198958
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02800874
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03999832
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010404862
IRS990ScheduleD/ExpensesSubtotalAmt0194951368
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01811663
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01811663
IRS990ScheduleD/NetUnrealizedGainsInvstAmt045099628
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt022935863
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15900
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2710893
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt34447993
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt43025811
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EMPLOYER CONTRIBUTIONS - NET OF ALLOWANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM BROKERS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MEDICAL CLAIMS REIMBURSEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4DUE FROM OTHER FUNDS
IRS990ScheduleD/OtherExpensesNotIncludedAmt08593199
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05113
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0206279
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0211392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04437800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117751200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2107110000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt355114898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt414412058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS CURRENTLY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED LIABILITIES FOR CLAIMS INCURRED, NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ESTIMATED LIABILITIES FOR ACCUMULATED ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ESTIMATED LIABILITY FOR HRA PROGRAM BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4NON-CURRENT PENSION LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt087612216
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1210075
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt230208618
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328831146
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE EQUITY PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENT FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3COMMON TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt045099628
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01811663
IRS990ScheduleD/RevenueSubtotalAmt0220233559
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE BOARD OF TRUSTEES BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01204071
IRS990ScheduleD/TotalBookValueOtherAssetsAmt031126460
IRS990ScheduleD/TotalBookValueSecuritiesAmt0146862055
IRS990ScheduleD/TotalExpensesPerForm990Amt0205356230
IRS990ScheduleD/TotalLiabilityAmt0198825956
IRS990ScheduleD/TotalRevenuePerForm990Amt0222045222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0265333187
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0194951368
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$680$4.59$676$264$248$15.6
2023Detailed filing. Detailed filing data is available for this year.$627$8.19$619$264$236$28.0
2022Detailed filing. Detailed filing data is available for this year.$608$11.1$597$245$215$30.3
2021Detailed filing. Detailed filing data is available for this year.$608$201$408$222$205$16.7
2019Detailed filing. Detailed filing data is available for this year.$523$198$325$230$204$26.0
2018Detailed filing. Detailed filing data is available for this year.$478$185$293$222$190$31.8
2017Detailed filing. Detailed filing data is available for this year.$443$192$252$216$197$19.1
2016Detailed filing. Detailed filing data is available for this year.$391$179$212$214$186$28.0
2015Detailed filing. Detailed filing data is available for this year.$346$161$185$234$164$70.4
2014Detailed filing. Detailed filing data is available for this year.$470$155$316$251$204$47.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$387$140$247$190
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$133$186$176
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$273$120$153$179
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$243$102$141$179