Civic Intelligence

Ibew Local No 9 and Line Clearance

EIN 36-3332983 • 501(c)9 • Lansing, MI

Profile

To provide health and welfare benefits to eligible participants and their dependents.

6525 Centurion DriveLansing, MI 48917

www.ibew9lctt.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

15th percentile

-9.3%

Higher net margin than 15% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

87th percentile

$319,605

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

35th percentile

3.3%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

5.0%

Faster revenue growth than 41% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$43,997,954

Up $1,399,599 (+3.3%) from 2024

Liabilities

Down

$30,781

Down $10,752 (-26%) from 2024

Net Assets

Up

$43,967,173

Up $1,410,351 (+3.3%) from 2024

Revenue

Up

$14,440,064

Up $687,223 (+5.0%) from 2024

Expenses

Up

$15,777,523

Up $864,196 (+5.8%) from 2024

Net Income

Down

-$1,337,459

Down $176,973 (-15%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2015: $35,460,882Liabilities 2015: $329,729Net Assets 2015: $35,131,1532015Assets 2016: $35,071,688Liabilities 2016: $233,214Net Assets 2016: $34,838,4742016Assets 2017: $38,369,475Liabilities 2017: $22,159Net Assets 2017: $38,347,3162017Assets 2019: $41,105,088Liabilities 2019: $20,008Net Assets 2019: $41,085,0802019Assets 2020: $35,358,531Liabilities 2020: $78,630Net Assets 2020: $35,279,9012020Assets 2021: $43,764,633Liabilities 2021: $17,575Net Assets 2021: $43,747,0582021Assets 2022: $38,290,226Liabilities 2022: $19,541Net Assets 2022: $38,270,6852022Assets 2023: $41,701,498Liabilities 2023: $22,059Net Assets 2023: $41,679,4392023Assets 2024: $42,598,355Liabilities 2024: $41,533Net Assets 2024: $42,556,8222024Assets 2025: $43,997,954Liabilities 2025: $30,781Net Assets 2025: $43,967,1732025

Highlighted filing

2025

Assets$43,997,954
Liabilities$30,781
Net Assets$43,967,173

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2015: $9,911,123Expenses 2015: $9,024,191Net Income 2015: $886,9322015Revenue 2016: $9,971,455Expenses 2016: $8,612,824Net Income 2016: $1,358,6312016Revenue 2017: $10,973,109Expenses 2017: $10,928,154Net Income 2017: $44,9552017Revenue 2019: $12,662,263Expenses 2019: $11,630,433Net Income 2019: $1,031,8302019Revenue 2020: $12,182,174Expenses 2020: $14,622,727Net Income 2020: -$2,440,5532020Revenue 2021: $13,990,221Expenses 2021: $13,512,259Net Income 2021: $477,9622021Revenue 2022: $13,603,170Expenses 2022: $13,354,428Net Income 2022: $248,7422022Revenue 2023: $14,364,855Expenses 2023: $12,739,813Net Income 2023: $1,625,0422023Revenue 2024: $13,752,841Expenses 2024: $14,913,327Net Income 2024: -$1,160,4862024Revenue 2025: $14,440,064Expenses 2025: $15,777,523Net Income 2025: -$1,337,4592025

Highlighted filing

2025

Revenue$14,440,064
Expenses$15,777,523
Net Income-$1,337,459

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 5, 2026
Return Version
2024v5.5
Gross Receipts
$22,675,697
Mission and Program Overview

Mission

HEALTH BENEFIT FUND

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,556,822$43,967,173▲ $1,410,351
Investments in Publicly Traded Securities$36,049,691$37,024,420▲ $974,729
Investments Other Securities$4,189,578$3,965,219▼ $224,359
Savings and Temporary Cash Investments$1,209,469$1,850,668▲ $641,199
Accounts Receivable$1,142,904$1,143,407▲ $503
Prepaid Expenses and Deferred Charges$6,713$14,240▲ $7,527
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,598,355$43,997,954▲ $1,399,599
Liabilities
Accounts Payable and Accrued Expenses$41,533$30,781▼ $10,752
Total Liabilities$41,533$30,781▼ $10,752
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,556,822$43,967,173▲ $1,410,351
Total Liabilities and Net Assets / Fund Balance$42,598,355$43,997,954▲ $1,399,599

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,965,219--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Robert SpychalskiTrustee$949$949
Craig NolanTrustee$894$894
Jack WilletTrustee$800$800
Mark GladfelterAlternate Trustee (new)$110$110

Board Members and Trustees

NameTitle
Bill NiesmanChairman
Eric BergdolldAlternate Trustee
Herbert ZinzerAlternate Trustee (past)
John BurkardTrustee
John DowlingTrustee
Dave GillisSecretary (new)
Richard HellerSecretary (past)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,860,006
Investment Income
$1,579,467
Other Revenue
$591
Change in Net Assets
$-1,337,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,398,118
Revenue Not Reported on Financial Statements
$41,946
Revenue Not Reported on Form 990
$2,747,810
Total Revenue per Audited Statements
$17,145,928
Total Revenue per Form 990
$14,440,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,495,492
Fees for Services Management---$76,266
Fees for Services Other---$71,163
Fees for Service Investment Mgmnt Fees---$41,946
Fees for Services Accounting---$26,941
Office Expenses---$24,660
Insurance---$17,516
Fees for Services Legal---$10,488
Conferences and Meetings---$5,869
Other Expenses---$2,582
Information Technology---$1,800
Total Functional Expenses$0$0$0$15,777,523

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,777,523
Expenses per Audited Statements$15,735,577
Total Expenses per Audited Statements$15,735,577
Expenses Not Reported on Financial Statements$41,946
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 board has delegated the day-to-day administration duties to tic midwest administrative solutions as the third party administrator.

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

The plan does not have a segregated committee which acts on behalf of the governing body.

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

The form 990 is provided to the entire board of trustees prior to filing. After the board's review, the form is approved and filed.

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

It is the policy of the trustees that the existence of a potential conflict shall be disclosed before any transactions are consummated. The trustees determine whether a conflict exists, and in the case of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable to the fund and in compliance with applicable law.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the participants and beneficiaries upon request at the fund office.

Filing and Contact Details

Filer

Filer Name
Ibew Local No 9 and Line Clearance
EIN
36-3332983
Phone
5173217502
Address
6525 CENTURION DRIVE, LANSING, MI 48917

Signing Officer

Name
Bill Niesman
Title
Chairman
Phone
5173217502
Signed
2026-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Niesman
Formed
1984
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
5
Employees
22
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Ronald Bastian
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 493 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/BOYAmt041533
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030781
IRS990/AccountsReceivableGrp/BOYAmt01142904
IRS990/AccountsReceivableGrp/EOYAmt01143407
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt015495492
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES SCHREIBER
IRS990/BooksInCareOfDetail/PhoneNum05173217502
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06525 CENTURION DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LANSING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048917
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt05869
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt015495492
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01579467
IRS990/CYOtherExpensesAmt0282031
IRS990/CYOtherRevenueAmt0591
IRS990/CYProgramServiceRevenueAmt012860006
IRS990/CYRevenuesLessExpensesAmt0-1337459
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt015777523
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014440064
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt026941
IRS990/FeesForServicesLegalGrp/TotalAmt010488
IRS990/FeesForServicesManagementGrp/TotalAmt076266
IRS990/FeesForServicesOtherGrp/TotalAmt071163
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041946
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt094348
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt384288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt584288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt784288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BILL NIESMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD HELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT SPYCHALSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BURKARD
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG NOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN DOWLING
IRS990/Form990PartVIISectionAGrp/PersonNm6HERBERT ZINZER
IRS990/Form990PartVIISectionAGrp/PersonNm7ERIC BERGDOLLD
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK WILLET
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVE GILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK GLADFELTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2949
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4894
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0225257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3193490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5191271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7191400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY (PAST)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE TRUSTEE (PAST)
IRS990/Form990PartVIISectionAGrp/TitleTxt7ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY (NEW)
IRS990/Form990PartVIISectionAGrp/TitleTxt10ALTERNATE TRUSTEE (NEW)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0362269
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08597902
IRS990/GrossReceiptsAmt022675697
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01800
IRS990/InsuranceGrp/TotalAmt017516
IRS990/InvestmentIncomeGrp/ExclusionAmt01217198
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01217198
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04189578
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03965219
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036049691
IRS990/InvestmentsPubTradedSecGrp/EOYAmt037024420
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08235633
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH BENEFIT FUND
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042556822
IRS990/NetAssetsOrFundBalancesEOYAmt043967173
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0362269
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0362269
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02747810
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt024660
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACA MANDATED FEES
IRS990/OtherExpensesGrp/Desc1ELECTRONIC RECIPROCAL F
IRS990/OtherExpensesGrp/TotalAmt02800
IRS990/OtherExpensesGrp/TotalAmt12582
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0591
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0591
IRS990/OtherRevenueTotalAmt0591
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06713
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014240
IRS990/PrincipalOfficerNm0BILL NIESMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012813342
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146664
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012813342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146664
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014621382
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01093479
IRS990/PYOtherExpensesAmt0291945
IRS990/PYOtherRevenueAmt02440
IRS990/PYProgramServiceRevenueAmt012656922
IRS990/PYRevenuesLessExpensesAmt0-1160486
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt014913327
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013752841
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1337459
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042556822
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt043967173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01209469
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01850668
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041946
IRS990ScheduleD/ExpensesSubtotalAmt015735577
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt041946
IRS990ScheduleD/InvestmentExpensesNotIncldAmt041946
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02747810
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03965219
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02747810
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt041946
IRS990ScheduleD/RevenueSubtotalAmt014398118
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03965219
IRS990ScheduleD/TotalExpensesPerForm990Amt015777523
IRS990ScheduleD/TotalRevenuePerForm990Amt014440064
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017145928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015735577
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/CompensationBasedOnRltdOrgsAmt0201202
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1178846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2178846
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3178846
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/DeferredCompRltdOrgsAmt056509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt150654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt250654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt350654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt037839
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133634
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt233634
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt333634
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt114644
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt212554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt312425
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BILL NIESMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN BURKARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ERIC BERGDOLLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JOHN DOWLING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ALTERNATE TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0319605
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1277778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2275688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3275559
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE BOARD HAS DELEGATED THE DAY-TO-DAY ADMINISTRATION DUTIES TO TIC MIDWEST ADMINISTRATIVE SOLUTIONS AS THE THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS THE POLICY OF THE TRUSTEES THAT THE EXISTENCE OF A POTENTIAL CONFLICT SHALL BE DISCLOSED BEFORE ANY TRANSACTIONS ARE CONSUMMATED. THE TRUSTEES DETERMINE WHETHER A CONFLICT EXISTS, AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE FUND AND IN COMPLIANCE WITH APPLICABLE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PARTICIPANTS AND BENEFICIARIES UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ASPLUNDH TREE EXPECT CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1LEWIS TREE SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2OWL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ENDURANCE UTILITY SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4INTREN LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5KENDALL VEGETATION SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6SISSON'S TREE SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7SHADE TREE SERVICE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8XYLEM TREE EXPERTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL UNION NO 9 - INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361264200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.