Civic Intelligence

Plumbers & Pipefitters Local 23 Ua

990 • Fiscal year 2016 • EIN 36-6110305

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

4525 Boeing DriveRockford, IL 61109-2934

(815) 397-8350

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

73rd percentile

11%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$244,969

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

6.2%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$32,757,277

Up $1,714,201 (+5.5%) from 2015

Net Assets

Up

$32,605,823

Up $1,915,688 (+6.2%) from 2015

Liabilities

Down

$151,454

Down $201,487 (-57%) from 2015

Revenue

Up

$9,085,386

Up $532,206 (+6.2%) from 2015

Expenses

Up

$8,103,974

Up $1,178,350 (+17%) from 2015

Net Income

Down

$981,412

Down $646,144 (-40%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $20,013,692Liabilities 2010: $164,563Net Assets 2010: $19,849,1292010Assets 2011: $23,438,244Liabilities 2011: $401,343Net Assets 2011: $23,036,9012011Assets 2012: $26,183,880Liabilities 2012: $360,269Net Assets 2012: $25,823,6112012Assets 2013: $27,936,119Liabilities 2013: $137,917Net Assets 2013: $27,798,2022013Assets 2014: $29,750,670Liabilities 2014: $178,732Net Assets 2014: $29,571,9382014Assets 2015: $31,043,076Liabilities 2015: $352,941Net Assets 2015: $30,690,1352015Assets 2016: $32,757,277Liabilities 2016: $151,454Net Assets 2016: $32,605,8232016Assets 2017: $35,421,457Liabilities 2017: $127,091Net Assets 2017: $35,294,3662017Assets 2018: $32,189,858Liabilities 2018: $89,149Net Assets 2018: $32,100,7092018Assets 2019: $34,237,291Liabilities 2019: $74,997Net Assets 2019: $34,162,2942019Assets 2020: $34,784,491Liabilities 2020: $43,919Net Assets 2020: $34,740,5722020Assets 2021: $34,329,164Liabilities 2021: $24,931Net Assets 2021: $34,304,2332021Assets 2022: $29,005,201Liabilities 2022: $87,565Net Assets 2022: $28,917,6362022Assets 2023: $32,453,221Liabilities 2023: $367,828Net Assets 2023: $32,085,3932023Assets 2024: $35,834,872Liabilities 2024: $133,985Net Assets 2024: $35,700,8872024

Highlighted filing

2016

Assets$32,757,277
Liabilities$151,454
Net Assets$32,605,823

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,090,1222010Expenses 2011: $5,933,1912011Expenses 2012: $6,766,4302012Revenue 2013: $7,822,632Expenses 2013: $7,659,852Net Income 2013: $162,7802013Revenue 2014: $8,573,966Expenses 2014: $7,490,472Net Income 2014: $1,083,4942014Revenue 2015: $8,553,180Expenses 2015: $6,925,624Net Income 2015: $1,627,5562015Revenue 2016: $9,085,386Expenses 2016: $8,103,974Net Income 2016: $981,4122016Revenue 2017: $11,246,894Expenses 2017: $9,479,244Net Income 2017: $1,767,6502017Revenue 2018: $10,258,534Expenses 2018: $12,119,290Net Income 2018: -$1,860,7562018Revenue 2019: $10,869,426Expenses 2019: $11,060,603Net Income 2019: -$191,1772019Revenue 2020: $10,416,845Expenses 2020: $11,265,503Net Income 2020: -$848,6582020Revenue 2021: $11,670,583Expenses 2021: $12,024,789Net Income 2021: -$354,2062021Revenue 2022: $11,888,750Expenses 2022: $13,021,401Net Income 2022: -$1,132,6512022Revenue 2023: $13,967,148Expenses 2023: $13,473,170Net Income 2023: $493,9782023Revenue 2024: $16,600,815Expenses 2024: $14,131,220Net Income 2024: $2,469,5952024

Highlighted filing

2016

Revenue$9,085,386
Expenses$8,103,974
Net Income$981,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$56,977,556
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,690,135$32,605,823▲ $1,915,688
Investments in Publicly Traded Securities$28,537,662$30,192,608▲ $1,654,946
Accounts Receivable$1,152,717$1,087,500▼ $65,217
Cash and Non-Interest-Bearing Accounts$562,116$862,011▲ $299,895
Savings and Temporary Cash Investments$784,350$604,605▼ $179,745
Prepaid Expenses and Deferred Charges$5,679$6,123▲ $444
Land, Buildings, and Equipment, Net$552$4,430▲ $3,878
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,043,076$32,757,277▲ $1,714,201
Liabilities
Other Liabilities$210,031$0▼ $210,031
Accounts Payable and Accrued Expenses$142,910$151,454▲ $8,544
Total Liabilities$352,941$151,454▼ $201,487
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,690,135$32,605,823▲ $1,915,688
Total Liabilities and Net Assets / Fund Balance$31,043,076$32,757,277▲ $1,714,201

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$174$26,810$26,984
Leasehold Improvements$4,256$10,056$14,312
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard BeckChairman
Brian HelmTrustee
Darryll RussellTrustee
Eugene MeadTrustee
James ZweepTrustee
Robert WoodenTrustee
Timothy HuffTrustee
David NelsonSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sav RxBenefit Provider224 N PARK AVE, Fremont, NE 68025$959,825
Benefit Management Group INCAdministrative Fees903 COMMEERCE DRIVE SUITE 304, Oakbrook, IL 60523$287,328
Blue Cross Blue ShieldPpo Provider300 EAST RANDOLPH ST, Chicago, IL 60601$182,354
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,251,746
Investment Income
$833,640
Other Revenue
$0
Change in Net Assets
$981,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,990,375
Revenue Not Reported on Financial Statements
$95,011
Revenue Not Reported on Form 990
$934,276
Total Revenue per Audited Statements
$9,924,651
Total Revenue per Form 990
$9,085,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$618,977
Salaries, Compensation, and Employee Benefits$84,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$7,400,132
Fees for Services Management---$287,328
Fees for Service Investment Mgmnt Fees---$95,011
Fees for Services Legal---$68,696
Fees for Services Other---$46,992
Other Salaries and Wages---$38,771
Office Expenses---$35,468
Fees for Services Accounting---$26,499
Pension Plan Contributions---$19,979
Other Employee Benefits---$14,468
Payroll Taxes---$11,647
Occupancy---$9,250
Insurance---$7,442
Conferences and Meetings---$4,081
Depreciation Depletion---$601
Other Expenses---$482
Total Functional Expenses$0$0$0$8,103,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,103,974
Expenses per Audited Statements$8,008,963
Total Expenses per Audited Statements$8,008,963
Expenses Not Reported on Financial Statements$95,011
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
Audit committee
Yes
Backup withholding compliance
Yes
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
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

The organization has no committees with authority to act on behalf of the governing body.

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

A copy of the form 990 is provided to the secretary treasurer and third party administrator for their review, approval and signature prior to filing.

Form 990, Part VI, Section C, Line 19

The health and welfare fund makes governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Local 23 Ua
EIN
36-6110305
Phone
8153978350
Address
4525 BOEING DRIVE, ROCKFORD, IL 61109-2934

Signing Officer

Name
Richard Beck
Title
Trustee
Phone
8153978350
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Beck
Formed
1957
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
5
Employees
18
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Ronald Bastian
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of trustees assumes responsibility for oversight of the annual audit and selection of independent auditor.

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 intially received through a lockbox held by the plan. Amounts are held by the plan in the lockbox until disbursement to the affiliated entity is made.

PART X, LINE 2:

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

Raw XML AppendixShowing 400 of 686 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/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06123
IRS990/PrincipalOfficerNm0RICHARD BECK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTIC AND RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07184188
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1876488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2191070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07184188
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1876488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2191070
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06248353
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0901550
IRS990/PYOtherExpensesAmt0598037
IRS990/PYOtherRevenueAmt0143
IRS990/PYProgramServiceRevenueAmt07651487
IRS990/PYRevenuesLessExpensesAmt01627556
IRS990/PYSalariesCompEmpBnftPaidAmt079234
IRS990/PYTotalExpensesAmt06925624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08553180
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0981412
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt030690135
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032605823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0784350
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0604605
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt013399599
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt039721
IRS990ScheduleD/DistributionsDuringYearAmt013424783
IRS990ScheduleD/EndingBalanceAmt014537
IRS990ScheduleD/EquipmentGrp/BookValueAmt0174
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026810
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026984
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt095011
IRS990ScheduleD/ExpensesSubtotalAmt08008963
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt095011
IRS990ScheduleD/InvestmentExpensesNotIncldAmt095011
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04256
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010056
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt014312
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0934276
IRS990ScheduleD/RevenueNotReportedAmt0934276
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt095011
IRS990ScheduleD/RevenueSubtotalAmt08990375
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INTIALLY RECEIVED THROUGH A LOCKBOX HELD BY THE PLAN. AMOUNTS ARE HELD BY THE PLAN IN THE LOCKBOX UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04430
IRS990ScheduleD/TotalExpensesPerForm990Amt08103974
IRS990ScheduleD/TotalRevenuePerForm990Amt09085386
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09924651
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08008963
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0146363
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1123882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2123873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt074638
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt164433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt265433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt220456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01734
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt22654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD BECK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TIMOTHY HUFF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ROBERT WOODEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0244969
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1212811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2212416
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE SECRETARY TREASURER AND THIRD PARTY ADMINISTRATOR FOR THEIR REVIEW, APPROVAL AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF INDEPENDENT AUDITOR.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.13$35.7$16.6$14.1$2.47
2023Detailed filing. Detailed filing data is available for this year.$32.5$0.37$32.1$14.0$13.5$0.49
2022Detailed filing. Detailed filing data is available for this year.$29.0$0.09$28.9$11.9$13.0$1.13
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.02$34.3$11.7$12.0$0.35
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.04$34.7$10.4$11.3$0.85
2019Detailed filing. Detailed filing data is available for this year.$34.2$0.07$34.2$10.9$11.1$0.19
2018Detailed filing. Detailed filing data is available for this year.$32.2$0.09$32.1$10.3$12.1$1.86
2017Detailed filing. Detailed filing data is available for this year.$35.4$0.13$35.3$11.2$9.48$1.77
2016Detailed filing. Detailed filing data is available for this year.$32.8$0.15$32.6$9.09$8.10$0.98
2015Detailed filing. Detailed filing data is available for this year.$31.0$0.35$30.7$8.55$6.93$1.63
2014Detailed filing. Detailed filing data is available for this year.$29.8$0.18$29.6$8.57$7.49$1.08
2013Detailed filing. Detailed filing data is available for this year.$27.9$0.14$27.8$7.82$7.66$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.36$25.8$6.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.40$23.0$5.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.16$19.8$6.09