Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2018 • EIN 36-6599036

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileN/A

View Organization Page

953 American Lane No 100Schaumburg, IL 60173

(847) 519-1880

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$291,022

Higher top officer pay than 87% of similar nonprofits.

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

2018 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2018

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

7.3%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$55,765,701

Up $1,471,956 (+2.7%) from 2017

Net Assets

Up

$55,060,332

Up $1,388,269 (+2.6%) from 2017

Liabilities

Up

$705,369

Up $83,687 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin63rd percentile

Revenue

Up

$26,757,235

Up $1,817,038 (+7.3%) from 2017

Expenses

Down

$23,580,977

Down $205,873 (-0.9%) from 2017

Net Income

Up

$3,176,258

Up $2,022,911 (+175%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2018

Assets$55,765,701
Liabilities$705,369
Net Assets$55,060,332
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$26,757,235
Expenses$23,580,977
Net Income$3,176,258
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$32,291,174
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$53,672,063$55,060,332▲ $1,388,269
Investments in Publicly Traded Securities$29,044,351$28,582,930▼ $461,421
Investments Other Securities$19,914,102$19,385,104▼ $528,998
Accounts Receivable$3,080,100$3,928,858▲ $848,758
Savings and Temporary Cash Investments$2,195,784$3,844,456▲ $1,648,672
Prepaid Expenses and Deferred Charges$59,408$24,353▼ $35,055
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,293,745$55,765,701▲ $1,471,956
Liabilities
Accounts Payable and Accrued Expenses$546,600$630,631▲ $84,031
Deferred Revenue$75,082$74,738▼ $344
Total Liabilities$621,682$705,369▲ $83,687
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,672,063$55,060,332▲ $1,388,269
Total Liabilities and Net Assets / Fund Balance$54,293,745$55,765,701▲ $1,471,956

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,533,620--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleOtherTotal
Brian AtkinsTrustee$128,051$128,051
Chuck BlackTrustee$124,830$124,830

Board Members and Trustees

NameTitle
Bill PaxtonTrustee
Brian StanleyTrustee
Cody GerdesTrustee
Dana OaksTrustee
Daniel AussemTrustee
David AnspaughTrustee
Dirk EngerTrustee
Kenneth KobusTrustee
Kevin HrayTrustee
Mark RichesonTrustee
Michael TestaTrustee
Ron StoneTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$577,972
Zenith American SolutionsThird Party Administrator18861 90TH AVENUE SUITE A, Mokena, IL 60447$461,367
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$283,685
Mcgann Ketterman & RiouxFund Attorney111 E WACKER DRIVE SUITE 2600, Chicago, IL 60601$158,972
Mcneil Accounting And Consulting LLPPayroll Compliance Audits9436 SPRING FIELD AVE, Evanston, IL 60203$128,350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,269,057
Investment Income
$1,397,950
Other Revenue
$90,228
Change in Net Assets
$3,176,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,582,370
Revenue Not Reported on Financial Statements
$174,865
Revenue Not Reported on Form 990
$-1,787,989
Total Revenue per Audited Statements
$24,794,381
Total Revenue per Form 990
$26,757,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,561,769
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---$22,019,208
Fees for Services Other---$602,597
Fees for Services Accounting---$193,350
Fees for Service Investment Mgmnt Fees---$174,865
Fees for Services Legal---$158,972
Office Expenses---$55,691
Conferences and Meetings---$34,351
Insurance---$26,299
Information Technology---$13,804
Other Expenses---$8,166
All Other Expenses---$3,885
Total Functional Expenses$0$0$0$23,580,977

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,580,977
Expenses per Audited Statements$23,406,112
Total Expenses per Audited Statements$23,406,112
Expenses Not Reported on Financial Statements$174,865
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 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
8475191880
Address
953 AMERICAN LANE NO 100, SCHAUMBURG, IL 60173

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
8475191880
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Aussem
Formed
1957
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
7
Employees
33
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BOULEVARD, SCHERERVILLE, IN 46375
Preparer
Renee Speck
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 period in progress.”

Raw XML AppendixShowing 400 of 1,481 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/OtherExpensesGrp/Desc3FEES MANDATED BY ACA
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IRS990/OtherExpensesGrp/TotalAmt192019
IRS990/OtherExpensesGrp/TotalAmt275000
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IRS990/OtherRevenueTotalAmt090228
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059408
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024353
IRS990/PrincipalOfficerNm0DAN AUSSEM
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBATE
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1951723
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3752857
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4158795
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3752857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4158795
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt022228946
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYRevenuesLessExpensesAmt01153347
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990ScheduleD/ExpensesSubtotalAmt023406112
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0174865
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0174865
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01632596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt16196717
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24006489
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33015682
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt44533620
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ULLICO DIVERSIFIED INTERNATIONAL EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN STRATEGIC VALUE REALTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PRUDENTIAL FIXED RATE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4EATON VANCE SENIOR INSTITUTIONAL LOAN FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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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.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0107701
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,765,701
Liabilities
$705,369
Net assets
$55,060,332
Revenue
$26,757,235
Expenses
$23,580,977
Net income
$3,176,258
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