Civic Intelligence

Ironworkers Tri-State Welfare Plan

EIN 36-6599036 • 501(c)9 • Schaumburg, IL

View Organization Page

Profile

To provide health benefits

20 N Martingale Road 290Schaumburg, IL 60173

www.tristatewelfarefund.com

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.02x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

21st percentile

-4.4%

Higher net margin than 21% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$301,665

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

$50M-$100M nonprofits • Source year 2019

Asset Growth

21st percentile

-3.1%

Faster asset growth than 21% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Revenue Growth

30th percentile

1.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$66,518,329

Up $322,606 (+0.5%) from 2023

Liabilities

Up

$622,560

Up $75,276 (+14%) from 2023

Net Assets

Up

$65,895,769

Up $247,330 (+0.4%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin21st percentile

Revenue

Up

$31,630,018

Up $3,863,272 (+14%) from 2023

Expenses

Up

$33,024,449

Up $4,572,565 (+16%) from 2023

Net Income

Down

-$1,394,431

Down $709,293 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$80M$60M$40M$20M$0Assets 2010: $33,775,907Liabilities 2010: $336,353Net Assets 2010: $33,439,5542010Assets 2011: $35,428,409Liabilities 2011: $321,967Net Assets 2011: $35,106,4422011Assets 2012: $40,923,034Liabilities 2012: $376,765Net Assets 2012: $40,546,2692012Assets 2013: $42,288,736Liabilities 2013: $338,301Net Assets 2013: $41,950,4352013Assets 2014: $46,039,116Liabilities 2014: $652,089Net Assets 2014: $45,387,0272014Assets 2015: $48,900,752Liabilities 2015: $591,511Net Assets 2015: $48,309,2412015Assets 2016: $50,297,269Liabilities 2016: $822,376Net Assets 2016: $49,474,8932016Assets 2017: $54,293,745Liabilities 2017: $621,682Net Assets 2017: $53,672,0632017Assets 2018: $55,765,701Liabilities 2018: $705,369Net Assets 2018: $55,060,3322018Assets 2019: $60,098,687Liabilities 2019: $650,507Net Assets 2019: $59,448,1802019Assets 2020: $68,112,789Liabilities 2020: $952,997Net Assets 2020: $67,159,7922020Assets 2021: $73,165,377Liabilities 2021: $1,079,704Net Assets 2021: $72,085,6732021Assets 2022: $64,508,681Liabilities 2022: $706,642Net Assets 2022: $63,802,0392022Assets 2023: $66,195,723Liabilities 2023: $547,284Net Assets 2023: $65,648,4392023Assets 2024: $66,518,329Liabilities 2024: $622,560Net Assets 2024: $65,895,7692024

Highlighted filing

2024

Assets$66,518,329
Liabilities$622,560
Net Assets$65,895,769
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,074,1232010Expenses 2011: $13,497,3632011Expenses 2012: $14,701,1732012Revenue 2013: $14,043,113Expenses 2013: $14,469,630Net Income 2013: -$426,5172013Revenue 2014: $17,079,319Expenses 2014: $14,766,705Net Income 2014: $2,312,6142014Revenue 2015: $17,710,537Expenses 2015: $16,860,017Net Income 2015: $850,5202015Revenue 2016: $22,804,538Expenses 2016: $23,075,931Net Income 2016: -$271,3932016Revenue 2017: $24,940,197Expenses 2017: $23,786,850Net Income 2017: $1,153,3472017Revenue 2018: $26,757,235Expenses 2018: $23,580,977Net Income 2018: $3,176,2582018Revenue 2019: $28,598,178Expenses 2019: $27,315,928Net Income 2019: $1,282,2502019Revenue 2020: $28,239,583Expenses 2020: $23,945,470Net Income 2020: $4,294,1132020Revenue 2021: $30,413,743Expenses 2021: $30,088,675Net Income 2021: $325,0682021Revenue 2022: $27,715,920Expenses 2022: $29,547,063Net Income 2022: -$1,831,1432022Revenue 2023: $27,766,746Expenses 2023: $28,451,884Net Income 2023: -$685,1382023Revenue 2024: $31,630,018Expenses 2024: $33,024,449Net Income 2024: -$1,394,4312024

Highlighted filing

2024

Revenue$31,630,018
Expenses$33,024,449
Net Income-$1,394,431
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,518,329
Liabilities
$622,560
Net assets
$65,895,769
Revenue
$31,630,018
Expenses
$33,024,449
Net income
-$1,394,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.5$0.62$65.9$31.6$33.0$1.39
2023Detailed filing. Detailed filing data is available for this year.$66.2$0.55$65.6$27.8$28.5$0.69
2022Detailed filing. Detailed filing data is available for this year.$64.5$0.71$63.8$27.7$29.5$1.83
2021Detailed filing. Detailed filing data is available for this year.$73.2$1.08$72.1$30.4$30.1$0.33
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.95$67.2$28.2$23.9$4.29
2019Detailed filing. Detailed filing data is available for this year.$60.1$0.65$59.4$28.6$27.3$1.28
2018Detailed filing. Detailed filing data is available for this year.$55.8$0.71$55.1$26.8$23.6$3.18
2017Detailed filing. Detailed filing data is available for this year.$54.3$0.62$53.7$24.9$23.8$1.15
2016Detailed filing. Detailed filing data is available for this year.$50.3$0.82$49.5$22.8$23.1$0.27
2015Detailed filing. Detailed filing data is available for this year.$48.9$0.59$48.3$17.7$16.9$0.85
2014Detailed filing. Detailed filing data is available for this year.$46.0$0.65$45.4$17.1$14.8$2.31
2013Detailed filing. Detailed filing data is available for this year.$42.3$0.34$42.0$14.0$14.5$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$0.38$40.5$14.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.32$35.1$13.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$0.34$33.4$15.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$46,864,212
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$65,648,439$65,895,769▲ $247,330
Investments in Publicly Traded Securities$52,629,112$53,906,342▲ $1,277,230
Investments Other Securities$8,322,717$6,735,020▼ $1,587,697
Accounts Receivable$3,471,315$3,911,487▲ $440,172
Cash and Non-Interest-Bearing Accounts$885,526$1,335,658▲ $450,132
Savings and Temporary Cash Investments$805,121$567,234▼ $237,887
Prepaid Expenses and Deferred Charges$81,932$62,588▼ $19,344
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$66,195,723$66,518,329▲ $322,606
Liabilities
Accounts Payable and Accrued Expenses$503,118$582,738▲ $79,620
Deferred Revenue$44,166$39,822▼ $4,344
Total Liabilities$547,284$622,560▲ $75,276
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,648,439$65,895,769▲ $247,330
Total Liabilities and Net Assets / Fund Balance$66,195,723$66,518,329▲ $322,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,735,020--
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Carla JocksichTrustee
Chuck BlackTrustee
Cody Gerdes - PastTrustee
Daniel AussemTrustee
David AnspaughTrustee
Jason EmerickTrustee
Kevin HrayTrustee
Mark RichesonTrustee
Michael OlveraTrustee
Michael Slagel - NewTrustee
Michael TestaTrustee
Mitch Harvey - NewTrustee
Paul ArambasichTrustee
Pj Foley - PastTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$651,215
Group Administrators LtdThird Party Administrator20 NORTH MARTINGALE ROAD SUITE 290, Schaumburg, IL 60173$453,800
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$228,306
Macnell Accounting & ConsultingPayroll Compliance Auditor1153 SOUTH LEE STREET UNIT 137, Des Plaines, IL 60016$198,652
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,234,043
Investment Income
$2,395,975
Other Revenue
$0
Change in Net Assets
$-1,394,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,472,245
Revenue Not Reported on Financial Statements
$157,773
Revenue Not Reported on Form 990
$1,641,761
Total Revenue per Audited Statements
$33,114,006
Total Revenue per Form 990
$31,630,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,423,345
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---$31,601,104
Fees for Services Other---$743,531
Fees for Services Accounting---$263,652
Fees for Service Investment Mgmnt Fees---$157,773
Fees for Services Legal---$65,427
Insurance---$31,217
Conferences and Meetings---$24,256
Office Expenses---$15,744
Information Technology---$9,273
Other Expenses---$4,185
Total Functional Expenses$0$0$0$33,024,449

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,024,449
Expenses per Audited Statements$32,866,676
Total Expenses per Audited Statements$32,866,676
Expenses Not Reported on Financial Statements$157,773
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
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
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, they have delegated the day to day management duties to group administrators ltd, as third party administrator of the fund.”

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

“The organization has no committees with authority to act on behalf of the governing board.”

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 thorough review, the form is approved and filed.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Ironworkers Tri-state Welfare Plan
EIN
36-6599036
Phone
8473954467
Address
20 N MARTINGALE ROAD 290, SCHAUMBURG, IL 60173

Signing Officer

Name
Kevin Hray
Title
Trustee
Phone
8473954467
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Hray
Formed
1957
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
23
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BOULEVARD, SCHERERVILLE, IN 46375
Preparer
Renee Berg-speck
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2B:

“The organization's financial statements were audited by legacy professionals on a separate basis.”

FORM 990, PART V, LINE 2A:

“The number of employees reported on form w-3, transmittal of wage and tax statements, filed for the calendar year ending with or within the year covered by this return includes participants of the fund that have received disability payments during the year.”

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 period in progress.”

Raw XML AppendixShowing 400 of 1,604 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/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4132842
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11108260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/FormationYr01957
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0316355
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015550549
IRS990/GrossReceiptsAmt046864212
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt09273
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IRS990/InvestmentIncomeGrp/ExclusionAmt02079620
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02079620
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IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt065895769
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IRS990/NetUnrlzdGainsLossesInvstAmt01641761
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0DISEASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/Desc2UTILIZATION REVIEW
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/TotalAmt17565
IRS990/OtherExpensesGrp/TotalAmt27275
IRS990/OtherExpensesGrp/TotalAmt34185
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IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt493589
IRS990/ProhibitedTaxShelterTransInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0157773
IRS990ScheduleD/RevenueSubtotalAmt031472245
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 PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0169975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1128626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2121596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3112810
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4108260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt584812
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt284033
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt368329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt459549
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt547764

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