Civic Intelligence

Fox Valley Laborers Health & Welfare Fnd

EIN 36-6219639 • 501(c)9 • Elgin, IL

View Organization Page

Profile

To provide medical, dental, vision, temporary disability, and death benefits to eligible members and their dependents.

2371 Bowes Road 500Elgin, IL 60123-5523

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.23x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

26th percentile

-1.6%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

79th percentile

$325,456

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

39th percentile

3.6%

Faster asset growth than 39% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

9.9%

Faster revenue growth than 62% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$134,975,425

Up $4,687,680 (+3.6%) from 2024

Liabilities

Up

$31,432,597

Up $3,743,855 (+14%) from 2024

Net Assets

Up

$103,542,828

Up $943,825 (+0.9%) from 2024

Operations
Liabilities / Revenue93rd percentileNet Margin26th percentile

Revenue

Up

$50,869,559

Up $4,589,191 (+9.9%) from 2024

Expenses

Up

$51,694,786

Up $7,548,639 (+17%) from 2024

Net Income

Down

-$825,227

Down $2,959,448 (-139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$150M$100M$50M$0Assets 2010: $37,469,341Liabilities 2010: $10,533,607Net Assets 2010: $26,935,7342010Assets 2011: $46,078,753Liabilities 2011: $8,484,249Net Assets 2011: $37,594,5042011Assets 2012: $52,315,828Liabilities 2012: $8,157,789Net Assets 2012: $44,158,0392012Assets 2013: $61,944,759Liabilities 2013: $9,011,114Net Assets 2013: $52,933,6452013Assets 2014: $68,249,473Liabilities 2014: $12,464,785Net Assets 2014: $55,784,6882014Assets 2015: $76,546,889Liabilities 2015: $14,973,576Net Assets 2015: $61,573,3132015Assets 2016: $84,403,228Liabilities 2016: $19,218,941Net Assets 2016: $65,184,2872016Assets 2017: $94,092,176Liabilities 2017: $19,950,141Net Assets 2017: $74,142,0352017Assets 2018: $103,869,536Liabilities 2018: $23,471,258Net Assets 2018: $80,398,2782018Assets 2019: $104,662,668Liabilities 2019: $25,529,371Net Assets 2019: $79,133,2972019Assets 2020: $110,427,684Liabilities 2020: $26,696,912Net Assets 2020: $83,730,7722020Assets 2021: $125,450,928Liabilities 2021: $25,719,414Net Assets 2021: $99,731,5142021Assets 2022: $118,401,863Liabilities 2022: $25,508,838Net Assets 2022: $92,893,0252022Assets 2023: $120,237,721Liabilities 2023: $25,206,242Net Assets 2023: $95,031,4792023Assets 2024: $130,287,745Liabilities 2024: $27,688,742Net Assets 2024: $102,599,0032024Assets 2025: $134,975,425Liabilities 2025: $31,432,597Net Assets 2025: $103,542,8282025

Highlighted filing

2025

Assets$134,975,425
Liabilities$31,432,597
Net Assets$103,542,828
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $16,492,3542010Expenses 2011: $16,367,9172011Expenses 2012: $18,947,1172012Expenses 2013: $22,150,2342013Revenue 2014: $30,930,405Expenses 2014: $29,753,935Net Income 2014: $1,176,4702014Revenue 2015: $37,027,330Expenses 2015: $30,936,990Net Income 2015: $6,090,3402015Revenue 2016: $40,306,306Expenses 2016: $33,127,769Net Income 2016: $7,178,5372016Revenue 2017: $38,855,622Expenses 2017: $33,144,252Net Income 2017: $5,711,3702017Revenue 2018: $42,494,725Expenses 2018: $35,993,511Net Income 2018: $6,501,2142018Revenue 2019: $43,526,050Expenses 2019: $41,832,010Net Income 2019: $1,694,0402019Revenue 2020: $42,726,216Expenses 2020: $39,047,338Net Income 2020: $3,678,8782020Revenue 2021: $42,720,407Expenses 2021: $35,908,570Net Income 2021: $6,811,8372021Revenue 2022: $44,983,923Expenses 2022: $36,621,100Net Income 2022: $8,362,8232022Revenue 2023: $45,308,810Expenses 2023: $37,272,210Net Income 2023: $8,036,6002023Revenue 2024: $46,280,368Expenses 2024: $44,146,147Net Income 2024: $2,134,2212024Revenue 2025: $50,869,559Expenses 2025: $51,694,786Net Income 2025: -$825,2272025

Highlighted filing

2025

Revenue$50,869,559
Expenses$51,694,786
Net Income-$825,227
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,975,425
Liabilities
$31,432,597
Net assets
$103,542,828
Revenue
$50,869,559
Expenses
$51,694,786
Net income
-$825,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$135$31.4$104$50.9$51.7$0.83
2024Detailed filing. Detailed filing data is available for this year.$130$27.7$103$46.3$44.1$2.13
2023Detailed filing. Detailed filing data is available for this year.$120$25.2$95.0$45.3$37.3$8.04
2022Detailed filing. Detailed filing data is available for this year.$118$25.5$92.9$45.0$36.6$8.36
2021Detailed filing. Detailed filing data is available for this year.$125$25.7$99.7$42.7$35.9$6.81
2020Detailed filing. Detailed filing data is available for this year.$110$26.7$83.7$42.7$39.0$3.68
2019Detailed filing. Detailed filing data is available for this year.$105$25.5$79.1$43.5$41.8$1.69
2018Detailed filing. Detailed filing data is available for this year.$104$23.5$80.4$42.5$36.0$6.50
2017Detailed filing. Detailed filing data is available for this year.$94.1$20.0$74.1$38.9$33.1$5.71
2016Detailed filing. Detailed filing data is available for this year.$84.4$19.2$65.2$40.3$33.1$7.18
2015Detailed filing. Detailed filing data is available for this year.$76.5$15.0$61.6$37.0$30.9$6.09
2014Detailed filing. Detailed filing data is available for this year.$68.2$12.5$55.8$30.9$29.8$1.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.9$9.01$52.9$22.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$8.16$44.2$18.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$8.48$37.6$16.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$10.5$26.9$16.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 27, 2026
Return Version
2024v5.5
Gross Receipts
$113,524,919
Mission and Program Overview

Mission

To provide medical, dental, vision, temporary disability, and death benefits to eligible members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$125,297,779$129,008,264▲ $3,710,485
Rtn Earn Endowment Incm Other Fnds$102,599,003$103,542,828▲ $943,825
Accounts Receivable$4,660,773$5,556,967▲ $896,194
Prepaid Expenses and Deferred Charges$54,148$54,692▲ $544
Land, Buildings, and Equipment, Net$17,497$15,406▼ $2,091
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$130,287,745$134,975,425▲ $4,687,680
Other Assets Total$257,548$340,096▲ $82,548
Liabilities
Other Liabilities$27,579,462$31,326,171▲ $3,746,709
Accounts Payable and Accrued Expenses$109,280$106,426▼ $2,854
Total Liabilities$27,688,742$31,432,597▲ $3,743,855
Net Assets / Fund Balance
Total Net Assets Fund Balance$102,599,003$103,542,828▲ $943,825
Total Liabilities and Net Assets / Fund Balance$130,287,745$134,975,425▲ $4,687,680

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,406$373,496$388,902
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah L FrenchAdministratorFT$146,773$61,722$208,495

Board Members and Trustees

NameTitle
John P BryanChairman
Alberto AlfaroTrustee
Brian T RauschTrustee
Michael S BivinsTrustee
Steven E LampTrustee
Brian M UrsoSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees300 EAST RANDOLPH ST, Chicago, IL 60601$1,012,523
Sei InvestmentInv Mgmnt/consultingONE FREEDOM DRIVE, Oaks, PA 19456$325,334
Hine & AssocClaims Review And Consulting14 N FIRST AVESTE 1404, St Charles, IL 60178$243,857
Horizon Actuarial Services LLCPlan Consulting6120 ROLLING ROAD DRIVE, Miami, FL 33156-5629$237,433
Bridgeway Benefit TechnologiesComputer Consulting3700 KOPPERS ST 400, Baltimore, MD 21557$128,356
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,567,171
Investment Income
$8,908,921
Other Revenue
$393,467
Change in Net Assets
$-825,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,646,314
Revenue Not Reported on Financial Statements
$1,223,245
Revenue Not Reported on Form 990
$1,769,052
Other Revenue Adjustments
$669,238
Total Revenue per Audited Statements
$51,415,366
Total Revenue per Form 990
$50,869,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,988,719
Salaries, Compensation, and Employee Benefits$1,429,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$47,276,091
Fees for Services Other---$1,793,487
Other Salaries and Wages---$703,502
Fees for Service Investment Mgmnt Fees---$554,007
Pension Plan Contributions---$408,654
Office Expenses---$302,778
Other Employee Benefits---$213,153
Payroll Taxes---$104,667
Occupancy---$93,708
Fees for Services Legal---$87,369
Fees for Services Accounting---$80,157
Insurance---$40,897
Conferences and Meetings---$18,113
Other Expenses---$11,826
Depreciation Depletion---$6,377
Total Functional Expenses$0$0$0$51,694,786

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$51,694,786
Expenses per Audited Statements$46,919,312
Total Expenses per Audited Statements$46,643,541
Expenses Not Reported on Financial Statements$4,775,474
Other Expense Adjustments$4,221,467
Expenses Not Reported on Form 990$-275,771
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
Est Liab Futr Claims Extended Eligiblty$22,473,000
Est Liab Futr Claims Incurred But Unpaid$7,128,000
Reciprocity Payable$1,382,320
Cash Overdraft$157,395
Deposits Held$112,421
Due to Affiliated Funds$73,035
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
No

Governance Explanations

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

“The organization does not have committees to act on behalf of the governing body.”

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

“The trustees of the fox valley and vicinity laborers health and welfare fund have authorized the chairman of the fund to review the form 990 prior to filing. A copy of the filed return is made available to all trustees to review subsequent to filing.”

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

“The actions of the trustees are governed by the trust document and erisa. Both establish standards of conduct for plan fiduciaries. In addition, the administrator of the plan has signed an employment contract with the fund which also establishes standards of conduct. The trustees and administrator are rquired to disclouse any possible conflicts of intrest to the entire board.”

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

“The trustees of the fund annually review the performance of the fund's top management official (administrator) and approve any compensation adjustments.”

Form 990, Part VI, Section C, Line 19

“A summary annual report is distributed to all participants annually. Participants are able to request the auditor's report and other financial information from the fund office and/or the us department of labor.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Laborers Health & Welfare Fnd
EIN
36-6219639
Phone
8477420900
Address
2371 BOWES ROAD 500, ELGIN, IL 60123-5523

Signing Officer

Name
Brian Urso
Title
Secretary
Phone
8477420900
Signed
2026-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Bryan
Formed
1968
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
63
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W MONROE STE 310, CHICAGO, IL 60606-4701
Preparer
Andrew Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“There has been no change in the process from the prior year”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan managment to evaluate tax posistions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of may 31, 2024, there were no uncertain tax posistions taken or expected to be taken that would require recognition if a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Medicare d subsidies received 275,771. Reimbursed fv pension salary expense 393,467.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Medicare d subsidies received -275,771.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed fv pension salary expense 393,467. Change in plan benefit obligation 3,828,000.”

Raw XML AppendixShowing 400 of 722 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6146773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0139630
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1196519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5186602
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03630697
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt066286057
IRS990/GrossReceiptsAmt0113524919
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt040897
IRS990/InvestmentIncomeGrp/ExclusionAmt05278224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05278224
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0125297779
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0129008264
IRS990/IRPDocumentCnt0745
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0373496
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017497
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015406
IRS990/LandBldgEquipCostOrOtherBssAmt0388902
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062655360
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0102599003
IRS990/NetAssetsOrFundBalancesEOYAmt0103542828
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03630697
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03630697
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01769052
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt093708
IRS990/OfficeExpensesGrp/TotalAmt0302778
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0257548
IRS990/OtherAssetsTotalGrp/EOYAmt0340096
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0213153
IRS990/OtherExpensesGrp/Desc0PATIENT PROTECTION & AF
IRS990/OtherExpensesGrp/TotalAmt011826
IRS990/OtherLiabilitiesGrp/BOYAmt027579462
IRS990/OtherLiabilitiesGrp/EOYAmt031326171
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB SAL & RELATED EXPENSES FROM
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0393467
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0393467
IRS990/OtherRevenueTotalAmt0393467
IRS990/OtherSalariesAndWagesGrp/TotalAmt0703502
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0104667
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0408654
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt054148
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054692
IRS990/PrincipalOfficerNm0JOHN BRYAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE D SUBSIDIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039272889
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12018511
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2275771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039272889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12018511
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2275771
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt039989010
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06732247
IRS990/PYOtherExpensesAmt02775780
IRS990/PYOtherRevenueAmt0403018
IRS990/PYProgramServiceRevenueAmt039145103
IRS990/PYRevenuesLessExpensesAmt02134221
IRS990/PYSalariesCompEmpBnftPaidAmt01381357
IRS990/PYTotalExpensesAmt044146147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046280368
IRS990/ReconcilationRevenueExpnssAmt0-825227
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0102599003
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0103542828
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt015406
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0373496
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0388902
IRS990ScheduleD/ExpensesNotReportedAmt0-275771
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04775474
IRS990ScheduleD/ExpensesSubtotalAmt046919312
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0554007
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0554007
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01769052
IRS990ScheduleD/OtherExpensesIncludedAmt0-275771
IRS990ScheduleD/OtherExpensesNotIncludedAmt04221467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022473000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt17128000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2112421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt373035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt41382320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5157395
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EST LIAB FUTR CLAIMS EXTENDED ELIGIBLTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EST LIAB FUTR CLAIMS INCURRED BUT UNPAID
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS HELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO AFFILIATED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4RECIPROCITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5CASH OVERDRAFT
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0669238
IRS990ScheduleD/RevenueNotReportedAmt01769052
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01223245
IRS990ScheduleD/RevenueSubtotalAmt049646314
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGMENT TO EVALUATE TAX POSISTIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2024, THERE WERE NO UNCERTAIN TAX POSISTIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MEDICARE D SUBSIDIES RECEIVED 275,771. REIMBURSED FV PENSION SALARY EXPENSE 393,467.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MEDICARE D SUBSIDIES RECEIVED -275,771.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3REIMBURSED FV PENSION SALARY EXPENSE 393,467. CHANGE IN PLAN BENEFIT OBLIGATION 3,828,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015406
IRS990ScheduleD/TotalExpensesPerForm990Amt051694786
IRS990ScheduleD/TotalLiabilityAmt031326171
IRS990ScheduleD/TotalRevenuePerForm990Amt050869559
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt051415366
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046643541
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3146773
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/CompensationBasedOnRltdOrgsAmt0193842
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1181159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2135452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt339066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt096283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt190819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt277941
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt322656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt132654
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt232082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt15443
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt24178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL S BIVINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ALBERTO ALFARO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRIAN M URSO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DEBORAH L FRENCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3208495
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0325456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1310075
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2249653
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES OF THE FOX VALLEY AND VICINITY LABORERS HEALTH AND WELFARE FUND HAVE AUTHORIZED THE CHAIRMAN OF THE FUND TO REVIEW THE FORM 990 PRIOR TO FILING. A COPY OF THE FILED RETURN IS MADE AVAILABLE TO ALL TRUSTEES TO REVIEW SUBSEQUENT TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACTIONS OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. IN ADDITION, THE ADMINISTRATOR OF THE PLAN HAS SIGNED AN EMPLOYMENT CONTRACT WITH THE FUND WHICH ALSO ESTABLISHES STANDARDS OF CONDUCT. THE TRUSTEES AND ADMINISTRATOR ARE RQUIRED TO DISCLOUSE ANY POSSIBLE CONFLICTS OF INTREST TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES OF THE FUND ANNUALLY REVIEW THE PERFORMANCE OF THE FUND'S TOP MANAGEMENT OFFICIAL (ADMINISTRATOR) AND APPROVE ANY COMPENSATION ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS ANNUALLY. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE FUND OFFICE AND/OR THE US DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS 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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII LINE 2C

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