Civic Intelligence

Automatic Sprinkler Local 281 Ua Welfare Fund

990 • Fiscal year 2019 • EIN 36-2242666

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

11900 S Laramie AvenueAlsip, IL 60803

(708) 597-1832

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Net Margin

84th percentile

24%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

90th percentile

$303,133

Higher top officer pay than 90% of similar nonprofits.

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

2019 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2019

Asset Growth

92nd percentile

34%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

9.9%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$32,918,117

Up $8,424,895 (+34%) from 2018

Net Assets

Up

$32,703,157

Up $8,440,893 (+35%) from 2018

Liabilities

Down

$214,960

Down $15,998 (-6.9%) from 2018

Revenue

Up

$26,018,301

Up $2,336,676 (+9.9%) from 2018

Expenses

Up

$19,700,770

Up $524,971 (+2.7%) from 2018

Net Income

Up

$6,317,531

Up $1,811,705 (+40%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$32,918,117
Liabilities$214,960
Net Assets$32,703,157

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$26,018,301
Expenses$19,700,770
Net Income$6,317,531
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.1
Gross Receipts
$26,393,477
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,262,264$32,703,157▲ $8,440,893
Investments in Publicly Traded Securities$12,467,258$17,523,947▲ $5,056,689
Investments Other Securities$8,354,850$9,881,975▲ $1,527,125
Accounts Receivable$2,336,057$2,998,403▲ $662,346
Savings and Temporary Cash Investments$1,076,953$2,185,753▲ $1,108,800
Prepaid Expenses and Deferred Charges$175,320$189,017▲ $13,697
Cash and Non-Interest-Bearing Accounts$69,002$125,028▲ $56,026
Land, Buildings, and Equipment, Net$13,782$13,994▲ $212
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,493,222$32,918,117▲ $8,424,895
Liabilities
Deferred Revenue$171,731$170,890▼ $841
Accounts Payable and Accrued Expenses$59,227$44,070▼ $15,157
Total Liabilities$230,958$214,960▼ $15,998
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,262,264$32,703,157▲ $8,440,893
Total Liabilities and Net Assets / Fund Balance$24,493,222$32,918,117▲ $8,424,895

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,994$178,462$192,456
Other Securities$9,881,975--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Thomas CollinsChairman, Trustee - New$116,062$116,062
Neal MclaughlinTrustee - New$9,070$9,070

Board Members and Trustees

NameTitle
Dennis FlemingChairman, Trustee - Past
Fred BarallSecretary - New, Trustee
Tor ChristensenSecretary, Trustee - Past
Alex SiuTrustee - New
John ZubricksTrustee - Past
Tim MorrinPlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Bcbs Of IllinoisBenefit Contract Administrator300 EAST RANDOLPH STREET, Chicago, IL 60601$468,488
Hines & AssociatesCase Management Services115 EAST HIGHLAND AVENUE, Elgin, IL 60120$184,148
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,261,402
Investment Income
$752,129
Other Revenue
$4,770
Change in Net Assets
$6,317,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,952,133
Revenue Not Reported on Financial Statements
$66,168
Revenue Not Reported on Form 990
$2,123,362
Total Revenue per Audited Statements
$28,075,495
Total Revenue per Form 990
$26,018,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$737,981
Other Expenses$446,282
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,516,507
Other Salaries and Wages---$305,433
Current Officers, Directors, Trustees, and Key Employees---$221,988
Fees for Services Legal---$97,963
Pension Plan Contributions---$94,826
Other Employee Benefits---$75,195
Information Technology---$68,397
Fees for Service Investment Mgmnt Fees---$66,168
Office Expenses---$59,424
Fees for Services Accounting---$43,352
Payroll Taxes---$40,539
Fees for Services Other---$37,500
Insurance---$25,956
Conferences and Meetings---$15,807
Occupancy---$12,000
Depreciation Depletion---$8,802
Other Expenses---$3,975
Total Functional Expenses$0$0$0$19,700,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,700,770
Expenses per Audited Statements$19,634,602
Total Expenses per Audited Statements$19,634,602
Expenses Not Reported on Financial Statements$66,168
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 Trustee Thomas Collins.No$89,640
Elizabeth ZubricksEmployeeElizabeth Zubricks Is an Employee of the Plan. the Plan Pays Elizabeth Zubricks a Salary and Contributes to Employee Benefit Plans on Her Behalf. Elizabeth Zubricks Is a Family Member of Former Trustee John Zubricks.No$81,917
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 2019, the local paid mr. Morrin $121,933 in salary and contributed $28,400 in nontaxable benefits and $71,655 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
Dennis Fleming
Title
Chairman
Phone
7085971832
Signed
2020-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Collins
Formed
1952
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
2
Employees
42
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 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.

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075195
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt06938
IRS990/OtherExpensesGrp/TotalAmt13975
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04770
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04770
IRS990/OtherRevenueTotalAmt04770
IRS990/OtherSalariesAndWagesGrp/TotalAmt0305433
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt040539
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt094826
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0175320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0189017
IRS990/PrincipalOfficerNm0THOMAS COLLINS
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/RelatedOrExemptFuncIncomeAmt021667984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11783932
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2920956
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3682835
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4205695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021667984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11783932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2920956
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3682835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4205695
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017968910
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0434567
IRS990/PYOtherExpensesAmt0459797
IRS990/PYOtherRevenueAmt02349
IRS990/PYProgramServiceRevenueAmt023244709
IRS990/PYRevenuesLessExpensesAmt04505826
IRS990/PYSalariesCompEmpBnftPaidAmt0747092
IRS990/PYTotalExpensesAmt019175799
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023681625
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06317531
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024262264
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032703157
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01076953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02185753
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013994
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178462
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0192456
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt066168
IRS990ScheduleD/ExpensesSubtotalAmt019634602
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt066168
IRS990ScheduleD/InvestmentExpensesNotIncldAmt066168
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02123362
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09881975
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMINGLED INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02123362
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt066168
IRS990ScheduleD/RevenueSubtotalAmt025952133
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013994
IRS990ScheduleD/TotalBookValueSecuritiesAmt09881975
IRS990ScheduleD/TotalExpensesPerForm990Amt019700770
IRS990ScheduleD/TotalRevenuePerForm990Amt026018301
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028075495
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019634602
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt087898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1168136
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt054618
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt191850
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019925
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt134775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENNIS FLEMING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TIM MORRIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN, TRUSTEE - PAST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1PLAN ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0164683
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1303133
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ELIZABETH ZUBRICKS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARY MITCHELL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt081917
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt189640
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ELIZABETH ZUBRICKS IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS ELIZABETH ZUBRICKS A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. ELIZABETH ZUBRICKS IS A FAMILY MEMBER OF FORMER TRUSTEE JOHN ZUBRICKS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MARY 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 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 2019, THE LOCAL PAID MR. MORRIN $121,933 IN SALARY AND CONTRIBUTED $28,400 IN NONTAXABLE BENEFITS AND $71,655 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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300

Document Assets

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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