Civic Intelligence

Automatic Sprinkler Local 281 Ua Welfare Fund

990 • Fiscal year 2022 • EIN 36-2242666

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

Organization ProfileWWW.SPRINKLERFITTERCHICAGO.ORG

View Organization Page

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.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

91st percentile

$327,577

Higher top officer pay than 91% of similar nonprofits.

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

66th percentile

0.3%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

5.4%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$43,309,737

Up $127,255 (+0.3%) from 2021

Net Assets

Up

$43,027,340

Up $133,299 (+0.3%) from 2021

Liabilities

Down

$282,397

Down $6,044 (-2.1%) from 2021

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin78th percentile

Revenue

Up

$26,753,766

Up $1,367,394 (+5.4%) from 2021

Expenses

Up

$21,808,342

Up $234,822 (+1.1%) from 2021

Net Income

Up

$4,945,424

Up $1,132,572 (+30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2022

Assets$43,309,737
Liabilities$282,397
Net Assets$43,027,340
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

2022

Revenue$26,753,766
Expenses$21,808,342
Net Income$4,945,424
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$29,099,572
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,894,041$43,027,340▲ $133,299
Investments in Publicly Traded Securities$23,423,605$22,451,331▼ $972,274
Investments Other Securities$13,301,103$12,978,828▼ $322,275
Accounts Receivable$3,764,235$3,730,904▼ $33,331
Savings and Temporary Cash Investments$2,178,055$3,486,491▲ $1,308,436
Cash and Non-Interest-Bearing Accounts$276,972$409,947▲ $132,975
Prepaid Expenses and Deferred Charges$223,209$227,063▲ $3,854
Land, Buildings, and Equipment, Net$15,303$25,173▲ $9,870
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,182,482$43,309,737▲ $127,255
Liabilities
Deferred Revenue$162,642$166,902▲ $4,260
Accounts Payable and Accrued Expenses$125,799$115,495▼ $10,304
Total Liabilities$288,441$282,397▼ $6,044
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,894,041$43,027,340▲ $133,299
Total Liabilities and Net Assets / Fund Balance$43,182,482$43,309,737▲ $127,255

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,173$159,505$184,678
Other Securities$12,978,828--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly LavkoAsst. Fund AdministratorFT$116,139$49,816$165,955
Neal MclaughlinTrustee--$10,621$10,621

Board Members and Trustees

NameTitle
Bryan LarocheChairman, Trustee - New
Thomas CollinsChairman, Trustee - Past
Fred BarallSecretary, Trustee - Past
Alex SiuTrustee
Lance GunnellsTrustee - New
Tim MorrinFund Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Bcbs Of IllinoisBenefit Contract Administrator300 EAST RANDOLPH STREET, Chicago, IL 60601$435,869
Hines & AssociatesCase Management Services115 EAST HIGHLAND AVENUE, Elgin, IL 60120$191,061
Maxor PlusPrescription Benefit Provider320 S POLK SUITE 100, Armarillo, TX 79101$145,102
Byrne Software TechnologyIt Consultant16091 SWINGLEY RIDGE RD SUITE 200, Chesterfield, MO 63017$114,827
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,694,221
Investment Income
$53,870
Other Revenue
$5,675
Change in Net Assets
$4,945,424

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,676,628
Revenue Not Reported on Financial Statements
$77,138
Revenue Not Reported on Form 990
$-4,812,125
Total Revenue per Audited Statements
$21,864,503
Total Revenue per Form 990
$26,753,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$775,749
Other Expenses$659,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$20,372,598
Other Salaries and Wages---$328,382
Current Officers, Directors, Trustees, and Key Employees---$240,103
Information Technology---$162,717
Office Expenses---$146,392
Fees for Services Legal---$87,936
Pension Plan Contributions---$86,826
Fees for Service Investment Mgmnt Fees---$77,138
Other Employee Benefits---$77,067
Fees for Services Other---$61,249
Fees for Services Accounting---$60,910
Payroll Taxes---$43,371
Insurance---$25,814
Occupancy---$13,300
Depreciation Depletion---$7,214
Conferences and Meetings---$4,755
Other Expenses---$4,173
Total Functional Expenses$0$0$0$21,808,342

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,808,342
Expenses per Audited Statements$21,731,204
Total Expenses per Audited Statements$21,731,204
Expenses Not Reported on Financial Statements$77,138
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$97,731
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 2022, the local paid mr. Morrin $137,503 in salary and contributed $29,536 in nontaxable benefits and $73,064 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
2023-10-26
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
25
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.”

Raw XML AppendixShowing 400 of 713 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/BOYAmt0125799
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0115495
IRS990/AccountsReceivableGrp/BOYAmt03764235
IRS990/AccountsReceivableGrp/EOYAmt03730904
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt020372598
IRS990/BooksInCareOfDetail/PersonNm0TIM MORRIN
IRS990/BooksInCareOfDetail/PhoneNum07085971832
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011900 S LARAMIE AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALSIP
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060803
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0276972
IRS990/CashNonInterestBearingGrp/EOYAmt0409947
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0240103
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt04755
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0435869
IRS990/ContractorCompensationGrp/CompensationAmt1191061
IRS990/ContractorCompensationGrp/CompensationAmt2145102
IRS990/ContractorCompensationGrp/CompensationAmt3114827
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 EAST RANDOLPH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1115 EAST HIGHLAND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2320 S POLK SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt316091 SWINGLEY RIDGE RD SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ELGIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ARMARILLO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHESTERFIELD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd160120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd279101
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd363017
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BCBS OF ILLINOIS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HINES & ASSOCIATES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2MAXOR PLUS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BYRNE SOFTWARE TECHNOLOGY
IRS990/ContractorCompensationGrp/ServicesDesc0BENEFIT CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1CASE MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2PRESCRIPTION BENEFIT PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc3IT CONSULTANT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt020372598
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053870
IRS990/CYOtherExpensesAmt0659995
IRS990/CYOtherRevenueAmt05675
IRS990/CYProgramServiceRevenueAmt026694221
IRS990/CYRevenuesLessExpensesAmt04945424
IRS990/CYSalariesCompEmpBnftPaidAmt0775749
IRS990/CYTotalExpensesAmt021808342
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt026753766
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0162642
IRS990/DeferredRevenueGrp/EOYAmt0166902
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07214
IRS990/Desc0TO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS, AND BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt060910
IRS990/FeesForServicesLegalGrp/TotalAmt087936
IRS990/FeesForServicesOtherGrp/TotalAmt061249
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt077138
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt079720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23929
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4131060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6136443
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt749816
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm1FRED BARALL
IRS990/Form990PartVIISectionAGrp/PersonNm2NEAL MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3ALEX SIU
IRS990/Form990PartVIISectionAGrp/PersonNm4BRYAN LAROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm5LANCE GUNNELLS
IRS990/Form990PartVIISectionAGrp/PersonNm6TIM MORRIN
IRS990/Form990PartVIISectionAGrp/PersonNm7KELLY LAVKO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7116139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt096109
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4184805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6191134
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN, TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY, TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN, TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASST. FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-850806
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01495000
IRS990/GrossReceiptsAmt029099572
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0162717
IRS990/InsuranceGrp/TotalAmt025814
IRS990/InvestmentIncomeGrp/ExclusionAmt0904676
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0904676
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013301103
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012978828
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023423605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022451331
IRS990/IRPDocumentCnt051
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0159505
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015303
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025173
IRS990/LandBldgEquipCostOrOtherBssAmt0184678
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02345806
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042894041
IRS990/NetAssetsOrFundBalancesEOYAmt043027340
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-850806
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-850806
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4812125
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt013300
IRS990/OfficeExpensesGrp/TotalAmt0146392
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077067
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt08397
IRS990/OtherExpensesGrp/TotalAmt14173
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05675
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05675
IRS990/OtherRevenueTotalAmt05675
IRS990/OtherSalariesAndWagesGrp/TotalAmt0328382
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt043371
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt086826
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0223209
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0227063
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/Desc4STOP LOSS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023227561
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11095944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2892799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3704935
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4593327
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023227561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11095944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2892799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3704935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4593327
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020261745
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0941347
IRS990/PYOtherExpensesAmt0525408
IRS990/PYOtherRevenueAmt021269
IRS990/PYProgramServiceRevenueAmt024423756
IRS990/PYRevenuesLessExpensesAmt03812852
IRS990/PYSalariesCompEmpBnftPaidAmt0786367
IRS990/PYTotalExpensesAmt021573520
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025386372
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04945424
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042894041
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt043027340
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02178055
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03486491
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt025173
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0159505
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0184678
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt077138
IRS990ScheduleD/ExpensesSubtotalAmt021731204
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt077138
IRS990ScheduleD/InvestmentExpensesNotIncldAmt077138
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4812125
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012978828
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMINGLED INVESTMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-4812125
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt077138
IRS990ScheduleD/RevenueSubtotalAmt026676628
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/TotalBookValueLandBuildingsAmt025173
IRS990ScheduleD/TotalBookValueSecuritiesAmt012978828
IRS990ScheduleD/TotalExpensesPerForm990Amt021808342
IRS990ScheduleD/TotalRevenuePerForm990Amt026753766
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021864503
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021731204
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3116139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0182077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1183967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt294364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt322779
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt098888
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt194463
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt257927
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt327037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt037555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt136597
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt221793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1838
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21745
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM MORRIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRYAN LAROCHE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2THOMAS COLLINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KELLY LAVKO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIRMAN, TRUSTEE - NEW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHAIRMAN, TRUSTEE - PAST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ASST. FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3165955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0327577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1315865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2175829
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARY MITCHELL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt097731
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 2022, THE LOCAL PAID MR. MORRIN $137,503 IN SALARY AND CONTRIBUTED $29,536 IN NONTAXABLE BENEFITS AND $73,064 IN DEFERRED COMPENSATION TO VARIOUS TRUST FUNDS. THESE AMOUNTS ARE INCLUDED ON PAGE 10, PART IX, LINE 5.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,309,737
Liabilities
$282,397
Net assets
$43,027,340
Revenue
$26,753,766
Expenses
$21,808,342
Net income
$4,945,424
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