Civic Intelligence

Automobile Mechanics' Local No 701 Union and Industry Welfare

EIN 36-2331071 • 501(c)9 • Burr Ridge, IL

View Organization Page

Profile

To provide health and welfare benefits.

361 S Frontage RoadBurr Ridge, IL 60527-6393

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.04x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.11x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

77th percentile

$291,503

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

84th percentile

15%

Faster asset growth than 84% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

4.0%

Faster revenue growth than 35% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$316,878,655

Up $40,346,391 (+15%) from 2023

Liabilities

Up

$14,064,993

Up $2,091,754 (+17%) from 2023

Net Assets

Up

$302,813,662

Up $38,254,637 (+14%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin72nd percentile

Revenue

Up

$125,588,560

Up $4,851,600 (+4.0%) from 2023

Expenses

Up

$105,022,496

Up $8,314,627 (+8.6%) from 2023

Net Income

Down

$20,566,064

Down $3,463,027 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$400M$300M$200M$100M$0Assets 2010: $182,017,491Liabilities 2010: $15,755,080Net Assets 2010: $166,262,4112010Assets 2011: $186,443,157Liabilities 2011: $3,606,414Net Assets 2011: $182,836,7432011Assets 2012: $197,843,799Liabilities 2012: $715,730Net Assets 2012: $197,128,0692012Assets 2013: $202,467,938Liabilities 2013: $1,552,671Net Assets 2013: $200,915,2672013Assets 2014: $209,430,227Liabilities 2014: $10,786,461Net Assets 2014: $198,643,7662014Assets 2015: $188,763,697Liabilities 2015: $5,216,104Net Assets 2015: $183,547,5932015Assets 2016: $176,489,568Liabilities 2016: $14,570,519Net Assets 2016: $161,919,0492016Assets 2017: $179,363,503Liabilities 2017: $17,499,453Net Assets 2017: $161,864,0502017Assets 2018: $173,974,964Liabilities 2018: $7,992,045Net Assets 2018: $165,982,9192018Assets 2019: $201,510,051Liabilities 2019: $10,327,300Net Assets 2019: $191,182,7512019Assets 2020: $234,038,238Liabilities 2020: $13,366,706Net Assets 2020: $220,671,5322020Assets 2021: $251,648,514Liabilities 2021: $16,248,237Net Assets 2021: $235,400,2772021Assets 2022: $233,354,268Liabilities 2022: $13,316,844Net Assets 2022: $220,037,4242022Assets 2023: $276,532,264Liabilities 2023: $11,973,239Net Assets 2023: $264,559,0252023Assets 2024: $316,878,655Liabilities 2024: $14,064,993Net Assets 2024: $302,813,6622024

Highlighted filing

2024

Assets$316,878,655
Liabilities$14,064,993
Net Assets$302,813,662
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $65,184,7222010Expenses 2011: $66,444,0882011Expenses 2012: $77,796,3392012Revenue 2013: $72,233,012Expenses 2013: $73,044,330Net Income 2013: -$811,3182013Revenue 2014: $74,384,769Expenses 2014: $73,068,075Net Income 2014: $1,316,6942014Revenue 2015: $67,353,592Expenses 2015: $79,596,843Net Income 2015: -$12,243,2512015Revenue 2016: $74,387,778Expenses 2016: $97,227,030Net Income 2016: -$22,839,2522016Revenue 2017: $79,487,730Expenses 2017: $84,467,866Net Income 2017: -$4,980,1362017Revenue 2018: $93,201,952Expenses 2018: $83,626,582Net Income 2018: $9,575,3702018Revenue 2019: $101,535,856Expenses 2019: $92,654,380Net Income 2019: $8,881,4762019Revenue 2020: $93,739,920Expenses 2020: $79,219,370Net Income 2020: $14,520,5502020Revenue 2021: $107,015,909Expenses 2021: $93,513,601Net Income 2021: $13,502,3082021Revenue 2022: $101,290,564Expenses 2022: $88,070,487Net Income 2022: $13,220,0772022Revenue 2023: $120,736,960Expenses 2023: $96,707,869Net Income 2023: $24,029,0912023Revenue 2024: $125,588,560Expenses 2024: $105,022,496Net Income 2024: $20,566,0642024

Highlighted filing

2024

Revenue$125,588,560
Expenses$105,022,496
Net Income$20,566,064
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$316,878,655
Liabilities
$14,064,993
Net assets
$302,813,662
Revenue
$125,588,560
Expenses
$105,022,496
Net income
$20,566,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$317$14.1$303$126$105$20.6
2023Detailed filing. Detailed filing data is available for this year.$277$12.0$265$121$96.7$24.0
2022Detailed filing. Detailed filing data is available for this year.$233$13.3$220$101$88.1$13.2
2021Detailed filing. Detailed filing data is available for this year.$252$16.2$235$107$93.5$13.5
2020Detailed filing. Detailed filing data is available for this year.$234$13.4$221$93.7$79.2$14.5
2019Detailed filing. Detailed filing data is available for this year.$202$10.3$191$102$92.7$8.88
2018Detailed filing. Detailed filing data is available for this year.$174$7.99$166$93.2$83.6$9.58
2017Detailed filing. Detailed filing data is available for this year.$179$17.5$162$79.5$84.5$4.98
2016Detailed filing. Detailed filing data is available for this year.$176$14.6$162$74.4$97.2$22.8
2015Detailed filing. Detailed filing data is available for this year.$189$5.22$184$67.4$79.6$12.2
2014Detailed filing. Detailed filing data is available for this year.$209$10.8$199$74.4$73.1$1.32
2013Detailed filing. Detailed filing data is available for this year.$202$1.55$201$72.2$73.0$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$0.72$197$77.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$186$3.61$183$66.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$182$15.8$166$65.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$508,940,513
Mission and Program Overview

Mission

To provide medical, dental, vision, life and disability benfits to eligible participants and their beneficiaries

To provide medical, dental, vision, life and disability benefits to eligible participants and their beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$264,559,025$302,813,662▲ $38,254,637
Investments in Publicly Traded Securities$243,241,822$285,585,298▲ $42,343,476
Investments Other Securities$14,136,090$12,896,176▼ $1,239,914
Accounts Receivable$11,777,078$10,774,619▼ $1,002,459
Savings and Temporary Cash Investments$7,105,063$7,522,876▲ $417,813
Cash and Non-Interest-Bearing Accounts$224,714$20,180▼ $204,534
Land, Buildings, and Equipment, Net$14,556$5,864▼ $8,692
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$276,532,264$316,878,655▲ $40,346,391
Other Assets Total$32,941$73,642▲ $40,701
Liabilities
Other Liabilities$11,269,360$13,237,630▲ $1,968,270
Accounts Payable and Accrued Expenses$703,879$827,363▲ $123,484
Total Liabilities$11,973,239$14,064,993▲ $2,091,754
Net Assets / Fund Balance
Total Net Assets Fund Balance$264,559,025$302,813,662▲ $38,254,637
Total Liabilities and Net Assets / Fund Balance$276,532,264$316,878,655▲ $40,346,391

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,864$321,105$326,969
Equipment$0$7,446$7,446
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny Earth-gillundFund AdministratorFT$236,077$55,426$291,503
Kristine BendyAccounting Manager/controlFT$136,396$45,458$181,854

Board Members and Trustees

NameTitle
Chris KoneckiTrustee
David MashekTrustee
Mark GrasseschiTrustee
Robert KepplerTrustee
Ronald FettyTrustee
Sam CicinelliTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Administrative Services300 EAST RANDOLPH STREET, Chicago, IL 60601$2,729,327
Paydhealth LLCClaims Management4001 MCEWEN RD STE 450, Dallas, TX 75244$1,117,405
EmpirxClaims Management155 CHESTNUT RIDGE ROAD SUITE 201, Montvale, NJ 07645$1,104,867
Southwest Service AdministratorsClaims Management2550 W UNION HILLS DR UNIT 250, Phoenix, AZ 85027$995,008
Valenz CareClaims Management23048 N 15TH AVENUE, Phoenix, AZ 85027$589,315
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$117,406,757
Investment Income
$8,021,220
Other Revenue
$160,583
Change in Net Assets
$20,566,064

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,463,933
Revenue Not Reported on Financial Statements
$1,124,627
Revenue Not Reported on Form 990
$17,688,573
Other Revenue Adjustments
$772,419
Total Revenue per Audited Statements
$142,152,506
Total Revenue per Form 990
$125,588,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,491,794
Salaries, Compensation, and Employee Benefits$1,438,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$102,091,829
Other Salaries and Wages---$746,546
Fees for Service Investment Mgmnt Fees---$352,208
Fees for Services Legal---$348,460
Current Officers, Directors, Trustees, and Key Employees---$291,503
Other Employee Benefits---$195,056
Office Expenses---$186,437
Fees for Services Other---$168,166
Fees for Services Accounting---$163,750
Information Technology---$134,962
Pension Plan Contributions---$129,741
Payroll Taxes---$76,027
Occupancy---$74,721
Insurance---$40,599
Conferences and Meetings---$13,799
Depreciation Depletion---$8,692
Total Functional Expenses$0$0$0$105,022,496

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$105,022,496
Expenses per Audited Statements$101,960,869
Total Expenses per Audited Statements$101,960,869
Expenses Not Reported on Financial Statements$3,061,627
Other Expense Adjustments$2,709,419
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
Claims Payable and Ibnr$13,170,000
Fees Mandated by Aca$38,548
Due to Related Funds - Net$29,082
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
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
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 A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“The 990 has been provided to the administrator for her review prior to signing the return”

Form 990, Part VI, Section B, Line 15

“Salary policies are set by the board of trustees. Annual salaries are reported in employment contracts which are reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request at the fund office”

Form 990 Part VII Line 1A

“Jenny earth-gillund is the administrator and kristine bendy is the accounting manager/controller of this plan and the related pension plan and 401k plan. Salary and employee benefit amounts are initially paid for by this plan and reimbursed periodically by the related plans.”

Filing and Contact Details

Filer

Filer Name
AUTOMOBILE MECHANICS' LOCAL NO 701
EIN
36-2331071
Phone
7084820110
Address
361 S FRONTAGE ROAD, BURR RIDGE, IL 60527-6393

Signing Officer

Name
Jenny Earth-gillund
Title
Administrator
Phone
7084820110
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Earth-gillund
Formed
1956
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W MONROE STREET SUITE 310, CHICAGO, IL 60606
Preparer
John Leggero
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax and form 5500, annual return/report of employees benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitation expires.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursements from pension fund and 401(k) plan 772,419.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursements from pension fund and 401(k) plan 772,419. Increase (decrease) in claims payable and ibnr 1,937,000.”

Raw XML AppendixShowing 400 of 1,642 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5196059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ACCOUNTING MANAGER/CONTROL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1060870
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0382291083
IRS990/GrossReceiptsAmt0508940513
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0134962
IRS990/InsuranceGrp/TotalAmt040599
IRS990/InvestmentIncomeGrp/ExclusionAmt09082090
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09082090
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt014136090
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012896176
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0243241822
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0285585298
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0328551
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014556
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05864
IRS990/LandBldgEquipCostOrOtherBssAmt0334415
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0383351953
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0264559025
IRS990/NetAssetsOrFundBalancesEOYAmt0302813662
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1060870
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1060870
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017688573
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt074721
IRS990/OfficeExpensesGrp/TotalAmt0186437
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt032941
IRS990/OtherAssetsTotalGrp/EOYAmt073642
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0195056
IRS990/OtherLiabilitiesGrp/BOYAmt011269360
IRS990/OtherLiabilitiesGrp/EOYAmt013237630
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0160583
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160583
IRS990/OtherRevenueTotalAmt0160583
IRS990/OtherSalariesAndWagesGrp/TotalAmt0746546
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt076027
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0129741
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNY EARTH-GILLUND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTIONS REBATES
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc3SUBROGATION RECOVERIES
IRS990/ProgramServiceRevenueGrp/Desc4REIMBURSED SHARED EXPE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0111342286
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12487380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22021184
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3783488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4772419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0111342286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12487380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22021184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3783488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4772419
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt093772873
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07199242
IRS990/PYOtherExpensesAmt01447698
IRS990/PYOtherRevenueAmt0275955
IRS990/PYProgramServiceRevenueAmt0113261763
IRS990/PYRevenuesLessExpensesAmt024029091
IRS990/PYSalariesCompEmpBnftPaidAmt01487298
IRS990/PYTotalExpensesAmt096707869
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0120736960
IRS990/ReconcilationRevenueExpnssAmt020566064
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0264559025
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0302813662
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07105063
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07522876
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07446
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07446
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03061627
IRS990ScheduleD/ExpensesSubtotalAmt0101960869
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0352208
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0352208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017688573
IRS990ScheduleD/OtherExpensesNotIncludedAmt02709419
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05864
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0321105
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0326969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt038548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113170000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt229082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FEES MANDATED BY ACA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE AND IBNR
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED FUNDS - NET
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0772419
IRS990ScheduleD/RevenueNotReportedAmt017688573
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01124627
IRS990ScheduleD/RevenueSubtotalAmt0124463933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEES BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSEMENTS FROM PENSION FUND AND 401(K) PLAN 772,419.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSEMENTS FROM PENSION FUND AND 401(K) PLAN 772,419. INCREASE (DECREASE) IN CLAIMS PAYABLE AND IBNR 1,937,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05864
IRS990ScheduleD/TotalExpensesPerForm990Amt0105022496
IRS990ScheduleD/TotalLiabilityAmt013237630
IRS990ScheduleD/TotalRevenuePerForm990Amt0125588560
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0142152506
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0101960869
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0236077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2136396
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1196059
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt035094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt225126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt153182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt220332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JENNY EARTH-GILLUND
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK GRASSESCHI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KRISTINE BENDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ACCOUNTING MANAGER/CONTROL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0291503
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2181854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1269573
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 HAS BEEN PROVIDED TO THE ADMINISTRATOR FOR HER REVIEW PRIOR TO SIGNING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY POLICIES ARE SET BY THE BOARD OF TRUSTEES. ANNUAL SALARIES ARE REPORTED IN EMPLOYMENT CONTRACTS WHICH ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JENNY EARTH-GILLUND IS THE ADMINISTRATOR AND KRISTINE BENDY IS THE ACCOUNTING MANAGER/CONTROLLER OF THIS PLAN AND THE RELATED PENSION PLAN AND 401K PLAN. SALARY AND EMPLOYEE BENEFIT AMOUNTS ARE INITIALLY PAID FOR BY THIS PLAN AND REIMBURSED PERIODICALLY BY THE RELATED PLANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VII LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00

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