Civic Intelligence

Automatic Sprinkler Local 281 Ua Welfare Fund

EIN 36-2242666 • 501(c)9 • Alsip, IL

Profile

PROVIDE HEALTH BENEFITS

11900 S Laramie AvenueAlsip, IL 60803

www.sprinklerfitterchicago.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$357,781

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

5.4%

Faster revenue growth than 40% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$55,502,642

Up $5,638,849 (+11%) from 2023

Liabilities

Up

$323,845

Up $19,822 (+6.5%) from 2023

Net Assets

Up

$55,178,797

Up $5,619,027 (+11%) from 2023

Revenue

Up

$30,436,252

Up $1,571,867 (+5.4%) from 2023

Expenses

Up

$27,121,643

Up $1,680,457 (+6.6%) from 2023

Net Income

Down

$3,314,609

Down $108,590 (-3.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $18,223,089Liabilities 2010: $188,320Net Assets 2010: $18,034,7692010Assets 2011: $15,221,582Liabilities 2011: $219,156Net Assets 2011: $15,002,4262011Assets 2012: $16,093,996Liabilities 2012: $152,505Net Assets 2012: $15,941,4912012Assets 2013: $15,280,811Liabilities 2013: $239,899Net Assets 2013: $15,040,9122013Assets 2014: $14,009,013Liabilities 2014: $367,087Net Assets 2014: $13,641,9262014Assets 2015: $14,288,030Liabilities 2015: $186,728Net Assets 2015: $14,101,3022015Assets 2016: $16,358,001Liabilities 2016: $197,013Net Assets 2016: $16,160,9882016Assets 2017: $20,443,791Liabilities 2017: $229,879Net Assets 2017: $20,213,9122017Assets 2018: $24,493,222Liabilities 2018: $230,958Net Assets 2018: $24,262,2642018Assets 2019: $32,918,117Liabilities 2019: $214,960Net Assets 2019: $32,703,1572019Assets 2020: $38,103,842Liabilities 2020: $207,102Net Assets 2020: $37,896,7402020Assets 2021: $43,182,482Liabilities 2021: $288,441Net Assets 2021: $42,894,0412021Assets 2022: $43,309,737Liabilities 2022: $282,397Net Assets 2022: $43,027,3402022Assets 2023: $49,863,793Liabilities 2023: $304,023Net Assets 2023: $49,559,7702023Assets 2024: $55,502,642Liabilities 2024: $323,845Net Assets 2024: $55,178,7972024

Highlighted filing

2024

Assets$55,502,642
Liabilities$323,845
Net Assets$55,178,797

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $19,377,7802010Expenses 2011: $17,432,7492011Expenses 2012: $16,103,2642012Revenue 2013: $16,611,282Expenses 2013: $17,576,212Net Income 2013: -$964,9302013Revenue 2014: $17,320,687Expenses 2014: $18,820,042Net Income 2014: -$1,499,3552014Revenue 2015: $19,756,679Expenses 2015: $18,956,707Net Income 2015: $799,9722015Revenue 2016: $22,437,679Expenses 2016: $20,456,892Net Income 2016: $1,980,7872016Revenue 2017: $22,543,652Expenses 2017: $19,050,095Net Income 2017: $3,493,5572017Revenue 2018: $23,681,625Expenses 2018: $19,175,799Net Income 2018: $4,505,8262018Revenue 2019: $26,018,301Expenses 2019: $19,700,770Net Income 2019: $6,317,5312019Revenue 2020: $24,008,390Expenses 2020: $21,138,222Net Income 2020: $2,870,1682020Revenue 2021: $25,386,372Expenses 2021: $21,573,520Net Income 2021: $3,812,8522021Revenue 2022: $26,753,766Expenses 2022: $21,808,342Net Income 2022: $4,945,4242022Revenue 2023: $28,864,385Expenses 2023: $25,441,186Net Income 2023: $3,423,1992023Revenue 2024: $30,436,252Expenses 2024: $27,121,643Net Income 2024: $3,314,6092024

Highlighted filing

2024

Revenue$30,436,252
Expenses$27,121,643
Net Income$3,314,609

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.5$0.32$55.2$30.4$27.1$3.31
2023Detailed filing. Detailed filing data is available for this year.$49.9$0.30$49.6$28.9$25.4$3.42
2022Detailed filing. Detailed filing data is available for this year.$43.3$0.28$43.0$26.8$21.8$4.95
2021Detailed filing. Detailed filing data is available for this year.$43.2$0.29$42.9$25.4$21.6$3.81
2020Detailed filing. Detailed filing data is available for this year.$38.1$0.21$37.9$24.0$21.1$2.87
2019Detailed filing. Detailed filing data is available for this year.$32.9$0.21$32.7$26.0$19.7$6.32
2018Detailed filing. Detailed filing data is available for this year.$24.5$0.23$24.3$23.7$19.2$4.51
2017Detailed filing. Detailed filing data is available for this year.$20.4$0.23$20.2$22.5$19.1$3.49
2016Detailed filing. Detailed filing data is available for this year.$16.4$0.20$16.2$22.4$20.5$1.98
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.19$14.1$19.8$19.0$0.80
2014Detailed filing. Detailed filing data is available for this year.$14.0$0.37$13.6$17.3$18.8$1.50
2013Detailed filing. Detailed filing data is available for this year.$15.3$0.24$15.0$16.6$17.6$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.15$15.9$16.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.22$15.0$17.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.19$18.0$19.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$32,493,651
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$49,559,770$55,178,797▲ $5,619,027
Investments in Publicly Traded Securities$27,700,273$31,520,622▲ $3,820,349
Investments Other Securities$15,544,395$17,644,101▲ $2,099,706
Accounts Receivable$3,794,438$3,593,381▼ $201,057
Savings and Temporary Cash Investments$2,317,014$2,136,260▼ $180,754
Prepaid Expenses and Deferred Charges$233,351$360,505▲ $127,154
Cash and Non-Interest-Bearing Accounts$255,148$233,726▼ $21,422
Land, Buildings, and Equipment, Net$19,174$14,047▼ $5,127
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$49,863,793$55,502,642▲ $5,638,849
Liabilities
Accounts Payable and Accrued Expenses$123,387$182,491▲ $59,104
Deferred Revenue$180,636$141,354▼ $39,282
Total Liabilities$304,023$323,845▲ $19,822
Net Assets / Fund Balance
Total Net Assets Fund Balance$49,559,770$55,178,797▲ $5,619,027
Total Liabilities and Net Assets / Fund Balance$49,863,793$55,502,642▲ $5,638,849

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,047$164,191$178,238
Other Securities$17,644,101--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly LavkoAsst. Fund AdministratorFT$137,805$52,396$190,201
Neal MclaughlinTrustee--$5,438$5,438

Board Members and Trustees

NameTitle
Bryan LarocheChairman, Trustee
Lance GunnellsSecretary, Trustee
Alex SiuTrustee
Tim MorrinFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Bcbs Of IllinoisBenefit Contract Administrator300 EAST RANDOLPH STREET, Chicago, IL 60601$520,196
Paydhealth LLCBenefit Consultant4100 ALPHA ROAD SUITE 500, Dallas, TX 75244$298,403
Maxor PlusPrescription Benefit Provider320 S POLK SUITE 100, Armarillo, TX 79101$181,783
Hines & AssociatesCase Management Services115 EAST HIGHLAND AVENUE, Elgin, IL 60120$169,520
Included Health INCHealthcare Platform1 CALIFORNIA STREET SUITE 2300, San Francisco, CA 94111$127,649
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,730,662
Investment Income
$1,699,642
Other Revenue
$5,948
Change in Net Assets
$3,314,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,342,602
Revenue Not Reported on Financial Statements
$93,650
Revenue Not Reported on Form 990
$2,260,814
Total Revenue per Audited Statements
$32,603,416
Total Revenue per Form 990
$30,436,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$878,239
Other Expenses$869,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,373,914
Other Salaries and Wages---$379,410
Current Officers, Directors, Trustees, and Key Employees---$263,821
Office Expenses---$252,052
Information Technology---$167,135
Fees for Services Legal---$124,381
Fees for Service Investment Mgmnt Fees---$93,650
Pension Plan Contributions---$90,466
Other Employee Benefits---$86,485
Payroll Taxes---$58,057
Fees for Services Other---$53,000
Fees for Services Accounting---$51,915
Insurance---$36,469
Occupancy---$19,200
Conferences and Meetings---$8,079
Depreciation Depletion---$6,380
Other Expenses---$4,486
Total Functional Expenses$0$0$0$27,121,643

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,121,643
Expenses per Audited Statements$26,984,389
Total Expenses per Audited Statements$26,984,389
Expenses Not Reported on Financial Statements$137,254
Other Expense Adjustments$43,604
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
Mary MitchellEmployeeMary Mitchell Is an Employee of the Plan. the Plan Pays Mary Mitchell a Salary and Contributes to Employee Benefit Plans on Her Behalf. Mary Mitchell Is a Family Member of Former Trustee Thomas Collins.No$103,029
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
No
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 form 990 is provided to the entire board of trustees and plan administrator prior to filing. After the board's review, the form is approved and filed.

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

The plan administrator's compensation package is determined using comparability data presented by fund counsel and approved by the board of trustees.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available to any participant in the plan upon request at the fund office.

FORM 990, PART VI, LINE 12A:

The plan does not have a written conflict of interest policy as the trustees believe that the general conflict standards of erisa provides sufficient fiduciary coverages for the plan.

FORM 990, PART VII, LINE 1A:

The local union initially pays for the administrator's salary and benefits. Amounts are reimbursed on a monthly basis based on an allocation approved by the trustees. Plan administrator, tim morrin, received compensation from a related organization for services rendered to the plan during the year. As a contributing employer to the fund, sprinkler fitters and apprentices local union no. 281, u.a. (the local) is considered related to the plan under this form's definition of related entities. During 2024, the local paid mr. Morrin $153,801 in salary and contributed $31,174 in nontaxable benefits and $78,846 in deferred compensation to various trust funds. These amounts are included on page 10, part ix, line 5.

Filing and Contact Details

Filer

Filer Name
Automatic Sprinkler Local 281 Ua
EIN
36-2242666
Phone
7085971832
Address
11900 S LARAMIE AVENUE, ALSIP, IL 60803

Signing Officer

Name
Bryan Laroche
Title
Chairman
Phone
7085971832
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Laroche
Formed
1952
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
2
Employees
41
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Christopher Franz
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 2D - OTHER ADJUSTMENTS:

Write down of aca refund receivable -43,604.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Write down of aca refund receivable 43,604.

Raw XML AppendixShowing 400 of 704 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/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt017601
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02075000
IRS990/GrossReceiptsAmt032493651
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0167135
IRS990/InsuranceGrp/TotalAmt036469
IRS990/InvestmentIncomeGrp/ExclusionAmt01682041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01682041
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015544395
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017644101
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027700273
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031520622
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0164191
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014047
IRS990/LandBldgEquipCostOrOtherBssAmt0178238
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02057399
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt049559770
IRS990/NetAssetsOrFundBalancesEOYAmt055178797
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017601
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017601
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02304418
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt019200
IRS990/OfficeExpensesGrp/TotalAmt0252052
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086485
IRS990/OtherExpensesGrp/Desc0ACA RECEIVABLE ADJUSTME
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt043604
IRS990/OtherExpensesGrp/TotalAmt19139
IRS990/OtherExpensesGrp/TotalAmt24486
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05948
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05948
IRS990/OtherRevenueTotalAmt05948
IRS990/OtherSalariesAndWagesGrp/TotalAmt0379410
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt058057
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt090466
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0233351
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0360505
IRS990/PrincipalOfficerNm0BRYAN LAROCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT & RETIREE CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/Desc3COBRA AND HEALTH PREMIUM SUBSIDIE
IRS990/ProgramServiceRevenueGrp/Desc4NEGOTIATED SETTLEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025414856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11670415
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2961955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3630458
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt452978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025414856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11670415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2961955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3630458
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt452978
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt023862440
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01299162
IRS990/PYOtherExpensesAmt0706925
IRS990/PYOtherRevenueAmt05592
IRS990/PYProgramServiceRevenueAmt027559631
IRS990/PYRevenuesLessExpensesAmt03423199
IRS990/PYSalariesCompEmpBnftPaidAmt0871821
IRS990/PYTotalExpensesAmt025441186
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028864385
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03314609
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt049559770
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt055178797
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02317014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02136260
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt014047
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0164191
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0178238
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0137254
IRS990ScheduleD/ExpensesSubtotalAmt026984389
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt093650
IRS990ScheduleD/InvestmentExpensesNotIncldAmt093650
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02304418
IRS990ScheduleD/OtherExpensesNotIncludedAmt043604
IRS990ScheduleD/OtherRevenueAmt0-43604
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017644101
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMINGLED INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02260814
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt093650
IRS990ScheduleD/RevenueSubtotalAmt030342602
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/ExplanationTxt1WRITE DOWN OF ACA REFUND RECEIVABLE -43,604.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2WRITE DOWN OF ACA REFUND RECEIVABLE 43,604.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014047
IRS990ScheduleD/TotalBookValueSecuritiesAmt017644101
IRS990ScheduleD/TotalExpensesPerForm990Amt027121643
IRS990ScheduleD/TotalRevenuePerForm990Amt030436252
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032603416
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026984389
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2137805
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0216627
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1209644
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt222355
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0102278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1100631
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt230041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt038120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt138120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRYAN LAROCHE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TIM MORRIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KELLY LAVKO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN, TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASST. FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2190201
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0357781
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1353056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION LEVELS OF THE PLAN'S EMPLOYEES ARE REVIEWED ANNUALLY THROUGH THE USE OF A COMPENSATION STUDY OF LIKE-SIZED WELFARE FUNDS IN THE CHICAGO-LAND AREA. COMPENSATION LEVELS ARE THEN APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARY MITCHELL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0103029
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MARY MITCHELL IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS MARY MITCHELL A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. MARY MITCHELL IS A FAMILY MEMBER OF FORMER TRUSTEE THOMAS COLLINS.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND PLAN ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN ADMINISTRATOR'S COMPENSATION PACKAGE IS DETERMINED USING COMPARABILITY DATA PRESENTED BY FUND COUNSEL AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY AS THE TRUSTEES BELIEVE THAT THE GENERAL CONFLICT STANDARDS OF ERISA PROVIDES SUFFICIENT FIDUCIARY COVERAGES FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE LOCAL UNION INITIALLY PAYS FOR THE ADMINISTRATOR'S SALARY AND BENEFITS. AMOUNTS ARE REIMBURSED ON A MONTHLY BASIS BASED ON AN ALLOCATION APPROVED BY THE TRUSTEES. PLAN ADMINISTRATOR, TIM MORRIN, RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE PLAN DURING THE YEAR. AS A CONTRIBUTING EMPLOYER TO THE FUND, SPRINKLER FITTERS AND APPRENTICES LOCAL UNION NO. 281, U.A. (THE LOCAL) IS CONSIDERED RELATED TO THE PLAN UNDER THIS FORM'S DEFINITION OF RELATED ENTITIES. DURING 2024, THE LOCAL PAID MR. MORRIN $153,801 IN SALARY AND CONTRIBUTED $31,174 IN NONTAXABLE BENEFITS AND $78,846 IN DEFERRED COMPENSATION TO VARIOUS TRUST FUNDS. THESE AMOUNTS ARE INCLUDED ON PAGE 10, PART IX, LINE 5.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 12A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20

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