Civic Intelligence

Construction Industry Welfare Fund of Rockford Illinois

990 • Fiscal year 2023 • EIN 36-2265130

Nov 01, 2022 to Oct 31, 2023 • Filed on Jun 27, 2024

Organization ProfileN/A

View Organization Page

1322 East State StreetRockford, IL 61104

(815) 397-4267

Siviq Scores

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

Liabilities / Assets

57th percentile

0.06x

Higher debt load relative to assets than 57% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$297,772

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$22,850,717

Up $2,099,618 (+10%) from 2022

Net Assets

Up

$21,517,541

Up $1,742,696 (+8.8%) from 2022

Liabilities

Up

$1,333,176

Up $356,922 (+37%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin69th percentile

Revenue

Up

$21,887,638

Up $2,612,022 (+14%) from 2022

Expenses

Up

$19,241,392

Up $520,793 (+2.8%) from 2022

Net Income

Up

$2,646,246

Up $2,091,229 (+377%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$30M$20M$10M$0Assets 2010: $18,409,137Liabilities 2010: $12,338,043Net Assets 2010: $6,071,0942010Assets 2011: $16,891,947Liabilities 2011: $13,214,117Net Assets 2011: $3,677,8302011Assets 2012: $15,272,275Liabilities 2012: $669,452Net Assets 2012: $14,602,8232012Assets 2013: $14,650,776Liabilities 2013: $622,651Net Assets 2013: $14,028,1252013Assets 2014: $14,072,529Liabilities 2014: $1,044,281Net Assets 2014: $13,028,2482014Assets 2015: $14,790,353Liabilities 2015: $1,115,942Net Assets 2015: $13,674,4112015Assets 2016: $13,000,809Liabilities 2016: $793,709Net Assets 2016: $12,207,1002016Assets 2017: $17,987,978Liabilities 2017: $2,852,309Net Assets 2017: $15,135,6692017Assets 2018: $19,453,446Liabilities 2018: $1,256,703Net Assets 2018: $18,196,7432018Assets 2019: $21,527,724Liabilities 2019: $894,748Net Assets 2019: $20,632,9762019Assets 2020: $22,317,846Liabilities 2020: $1,014,682Net Assets 2020: $21,303,1642020Assets 2021: $21,251,972Liabilities 2021: $1,239,687Net Assets 2021: $20,012,2852021Assets 2022: $20,751,099Liabilities 2022: $976,254Net Assets 2022: $19,774,8452022Assets 2023: $22,850,717Liabilities 2023: $1,333,176Net Assets 2023: $21,517,5412023Assets 2024: $29,179,868Liabilities 2024: $1,376,516Net Assets 2024: $27,803,3522024

Highlighted filing

2023

Assets$22,850,717
Liabilities$1,333,176
Net Assets$21,517,541
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $18,506,8212010Expenses 2011: $17,541,9422011Expenses 2012: $17,705,8172012Expenses 2013: $16,299,6202013Revenue 2014: $16,665,014Expenses 2014: $17,667,362Net Income 2014: -$1,002,3482014Revenue 2015: $18,211,333Expenses 2015: $17,488,670Net Income 2015: $722,6632015Revenue 2016: $18,126,154Expenses 2016: $19,572,178Net Income 2016: -$1,446,0242016Revenue 2017: $18,888,573Expenses 2017: $16,398,738Net Income 2017: $2,489,8352017Revenue 2018: $20,449,726Expenses 2018: $17,186,464Net Income 2018: $3,263,2622018Revenue 2019: $20,624,344Expenses 2019: $18,360,120Net Income 2019: $2,264,2242019Revenue 2020: $19,177,532Expenses 2020: $18,479,499Net Income 2020: $698,0332020Revenue 2021: $18,311,506Expenses 2021: $19,814,669Net Income 2021: -$1,503,1632021Revenue 2022: $19,275,616Expenses 2022: $18,720,599Net Income 2022: $555,0172022Revenue 2023: $21,887,638Expenses 2023: $19,241,392Net Income 2023: $2,646,2462023Revenue 2024: $23,038,477Expenses 2024: $18,450,857Net Income 2024: $4,587,6202024

Highlighted filing

2023

Revenue$21,887,638
Expenses$19,241,392
Net Income$2,646,246
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Jun 27, 2024
Return Version
2022v5.0
Gross Receipts
$32,152,596
Mission and Program Overview

Mission

To provide health benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,774,845$21,517,541▲ $1,742,696
Investments in Publicly Traded Securities$7,390,789$13,145,909▲ $5,755,120
Savings and Temporary Cash Investments$8,730,992$6,181,648▼ $2,549,344
Accounts Receivable$2,817,975$3,343,636▲ $525,661
Cash and Non-Interest-Bearing Accounts$1,781,636$150,791▼ $1,630,845
Prepaid Expenses and Deferred Charges$16,696$16,796▲ $100
Land, Buildings, and Equipment, Net$8,014$6,940▼ $1,074
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,751,099$22,850,717▲ $2,099,618
Other Assets Total$4,997$4,997→ $0
Liabilities
Other Liabilities$480,093$718,064▲ $237,971
Escrow Account Liability$393,140$499,387▲ $106,247
Deferred Revenue$92,730$90,677▼ $2,053
Accounts Payable and Accrued Expenses$10,291$25,048▲ $14,757
Total Liabilities$976,254$1,333,176▲ $356,922
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,774,845$21,517,541▲ $1,742,696
Total Liabilities and Net Assets / Fund Balance$20,751,099$22,850,717▲ $2,099,618

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$353$32,088$32,441
Leasehold Improvements$6,587$4,390$10,977
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard BoydLabor Trustee - Past--$147,615$147,615
Charles BarrettLabor Trustee - New--$113,834$113,834
Shelli McpeekAdministratorFT$73,787$30,915$104,702

Board Members and Trustees

NameTitle
Art SturmsLabor Co-chair
David AnspaughMgmt - Co-chair
DANIEL O'CONNELLLabor Trustee - New
Bruce WerningLabor Trustee - Past
Glen TurpoffMgmt Trustee
Jeff BockhopMgmt Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Group Administrators LtdThird Party Administrator915 NATIONAL PARKWAY SUITE F, Schaumburg, IL 60173$420,624
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,054,422
Investment Income
$702,413
Other Revenue
$130,803
Change in Net Assets
$2,646,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,870,676
Revenue Not Reported on Financial Statements
$16,962
Revenue Not Reported on Form 990
$-903,550
Total Revenue per Audited Statements
$20,967,126
Total Revenue per Form 990
$21,887,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$749,450
Salaries, Compensation, and Employee Benefits$196,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,295,053
Fees for Services Management---$405,981
Current Officers, Directors, Trustees, and Key Employees---$108,221
Fees for Services Legal---$97,342
Fees for Services Other---$79,503
Fees for Services Accounting---$74,771
Other Salaries and Wages---$50,240
Office Expenses---$30,901
Other Employee Benefits---$24,324
Occupancy---$20,375
Fees for Service Investment Mgmnt Fees---$16,962
Insurance---$15,282
Payroll Taxes---$9,952
Other Expenses---$5,228
Pension Plan Contributions---$4,152
Conferences and Meetings---$2,030
Depreciation Depletion---$1,075
Total Functional Expenses$0$0$0$19,241,392

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,241,392
Expenses per Audited Statements$19,224,430
Total Expenses per Audited Statements$19,224,430
Expenses Not Reported on Financial Statements$16,962
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employer Reciprocal Contributions$718,064
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the fund has an agreement with group administrators, ltd to perform certain third party administrative duties. The tpa agrees to provide benefit to or on behalf of participants in addition to accounting and recordkeeping functions.”

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

“The plan has no committees with the authority to act on behalf of the trustees.”

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

“The form 990 is provided to the co-chairmen of the board of trustees and the plan administrator for review and approval prior to its filing.”

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

“Enforcement of conflict of interest policy - the fund is a welfare benefit plan governed by the employee retirement income security act of 1974 (erisa). Under erisa, it is the continuing responsibility of each member of the board of trustees to review transactions for potential conflicts of interest, immediately disclose any actual or potential conflicts of interest, and take appropriate action upon discovery of any such conflicts. To assist the trustees in identifying actual or potential conflicts of interest, the fund distributes to each trustee an annual questionnaire requesting information regarding interests that could give rise to a conflict.”

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

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest and financial statements are available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Construction Industry Welfare Fund of
EIN
36-2265130
Phone
8153974267
Address
1322 EAST STATE STREET, ROCKFORD, IL 61104

Signing Officer

Name
Art Sturms
Title
Trustee
Phone
8153974267
Signed
2024-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Sturms
Formed
1954
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
0
Employees
43
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part V, Line 2A

“The number of members reported on line 2a includes participants receiving loss of time benefits.”

Financial Statement Notes

PART IV, LINE 2B:

“The plan serves as a conduit to collect remittances on behalf of affiliated benefit funds and organizations. Such remittances are initially received through a lockbox arrangement and transferred into a segregated checking account held by the plan until disbursement to the affiliated entity is made.”

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 1,330 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/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019774845
IRS990/NetAssetsOrFundBalancesEOYAmt021517541
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081460
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081460
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-903550
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt020375
IRS990/OfficeExpensesGrp/TotalAmt030901
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04997
IRS990/OtherAssetsTotalGrp/EOYAmt04997
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024324
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/TotalAmt05228
IRS990/OtherLiabilitiesGrp/BOYAmt0480093
IRS990/OtherLiabilitiesGrp/EOYAmt0718064
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SHARED SERVICES
IRS990/OtherRevenueMiscGrp/Desc1PROCESSING FEES
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
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IRS990/OtherRevenueMiscGrp/ExclusionAmt116317
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059964
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt154522
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt216317
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt054522
IRS990/OtherRevenueTotalAmt0130803
IRS990/OtherSalariesAndWagesGrp/TotalAmt050240
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt09952
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt04152
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016696
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016796
IRS990/PrincipalOfficerNm0ART STURMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SUBROGATION RECOVERIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019919469
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11045755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt289198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019919469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11045755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt289198
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt017968467
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0235897
IRS990/PYOtherExpensesAmt0563244
IRS990/PYOtherRevenueAmt0117404
IRS990/PYProgramServiceRevenueAmt018922315
IRS990/PYRevenuesLessExpensesAmt0555017
IRS990/PYSalariesCompEmpBnftPaidAmt0188888
IRS990/PYTotalExpensesAmt018720599
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019275616
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02646246
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019774845
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt021517541
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08730992
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06181648
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0353
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032088
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032441
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016962
IRS990ScheduleD/ExpensesSubtotalAmt019224430
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016962
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016962
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06587
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04390
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010977
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-903550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0718064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYER RECIPROCAL CONTRIBUTIONS
IRS990ScheduleD/RevenueNotReportedAmt0-903550
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016962
IRS990ScheduleD/RevenueSubtotalAmt021870676
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INITIALLY RECEIVED THROUGH A LOCKBOX ARRANGEMENT AND TRANSFERRED INTO A SEGREGATED CHECKING ACCOUNT HELD BY THE PLAN UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 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 IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06940
IRS990ScheduleD/TotalExpensesPerForm990Amt019241392
IRS990ScheduleD/TotalLiabilityAmt0718064
IRS990ScheduleD/TotalRevenuePerForm990Amt021887638
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020967126
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019224430
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
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/CompensationBasedOnRltdOrgsAmt0169914
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1156606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2129886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3137839
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/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt082105
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt187208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt267929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt31910
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122637
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt233264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt323649
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt026707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt33686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRUCE WERNING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL O'CONNELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ART STURMS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DAVID ANSPAUGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0LABOR TRUSTEE - PAST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LABOR TRUSTEE - NEW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2LABOR CO-CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3MGMT - CO-CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0297772
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1266757
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2231079
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3167084
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NUMBER OF MEMBERS REPORTED ON LINE 2A INCLUDES PARTICIPANTS RECEIVING LOSS OF TIME BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH GROUP ADMINISTRATORS, LTD TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFIT TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PROVIDED TO THE CO-CHAIRMEN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENFORCEMENT OF CONFLICT OF INTEREST POLICY - THE FUND IS A WELFARE BENEFIT PLAN GOVERNED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). UNDER ERISA, IT IS THE CONTINUING RESPONSIBILITY OF EACH MEMBER OF THE BOARD OF TRUSTEES TO REVIEW TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST, IMMEDIATELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AND TAKE APPROPRIATE ACTION UPON DISCOVERY OF ANY SUCH CONFLICTS. TO ASSIST THE TRUSTEES IN IDENTIFYING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, THE FUND DISTRIBUTES TO EACH TRUSTEE AN ANNUAL QUESTIONNAIRE REQUESTING INFORMATION REGARDING INTERESTS THAT COULD GIVE RISE TO A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,850,717
Liabilities
$1,333,176
Net assets
$21,517,541
Revenue
$21,887,638
Expenses
$19,241,392
Net income
$2,646,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$1.38$27.8$23.0$18.5$4.59
2023Detailed filing. Detailed filing data is available for this year.$22.9$1.33$21.5$21.9$19.2$2.65
2022Detailed filing. Detailed filing data is available for this year.$20.8$0.98$19.8$19.3$18.7$0.56
2021Detailed filing. Detailed filing data is available for this year.$21.3$1.24$20.0$18.3$19.8$1.50
2020Detailed filing. Detailed filing data is available for this year.$22.3$1.01$21.3$19.2$18.5$0.70
2019Detailed filing. Detailed filing data is available for this year.$21.5$0.89$20.6$20.6$18.4$2.26
2018Detailed filing. Detailed filing data is available for this year.$19.5$1.26$18.2$20.4$17.2$3.26
2017Detailed filing. Detailed filing data is available for this year.$18.0$2.85$15.1$18.9$16.4$2.49
2016Detailed filing. Detailed filing data is available for this year.$13.0$0.79$12.2$18.1$19.6$1.45
2015Detailed filing. Detailed filing data is available for this year.$14.8$1.12$13.7$18.2$17.5$0.72
2014Detailed filing. Detailed filing data is available for this year.$14.1$1.04$13.0$16.7$17.7$1.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.62$14.0$16.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.67$14.6$17.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$13.2$3.68$17.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$12.3$6.07$18.5