Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2019 • EIN 36-6599036

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.02x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

43rd percentile

4.5%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$301,665

Higher top officer pay than 85% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

43rd percentile

7.8%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$60,098,687

Up $4,332,986 (+7.8%) from 2018

Net Assets

Up

$59,448,180

Up $4,387,848 (+8.0%) from 2018

Liabilities

Down

$650,507

Down $54,862 (-7.8%) from 2018

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin43rd percentile

Revenue

Up

$28,598,178

Up $1,840,943 (+6.9%) from 2018

Expenses

Up

$27,315,928

Up $3,734,951 (+16%) from 2018

Net Income

Down

$1,282,250

Down $1,894,008 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$60,098,687
Liabilities$650,507
Net Assets$59,448,180
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$28,598,178
Expenses$27,315,928
Net Income$1,282,250
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$40,685,849
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$55,060,332$59,448,180▲ $4,387,848
Investments in Publicly Traded Securities$28,582,930$33,695,939▲ $5,113,009
Investments Other Securities$19,385,104$20,763,828▲ $1,378,724
Accounts Receivable$3,928,858$3,244,685▼ $684,173
Savings and Temporary Cash Investments$3,844,456$2,312,930▼ $1,531,526
Prepaid Expenses and Deferred Charges$24,353$81,305▲ $56,952
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,765,701$60,098,687▲ $4,332,986
Liabilities
Accounts Payable and Accrued Expenses$630,631$575,151▼ $55,480
Deferred Revenue$74,738$75,356▲ $618
Total Liabilities$705,369$650,507▼ $54,862
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,060,332$59,448,180▲ $4,387,848
Total Liabilities and Net Assets / Fund Balance$55,765,701$60,098,687▲ $4,332,986

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,863,477--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Chuck BlackTrustee$141,671$141,671
Brian AtkinsTrustee$141,102$141,102
Paul ArambasichTrustee$7,972$7,972

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$664,045
Group Administrators LtdThird Party Administrator953 AMERICAN LANE SUITE 100, Schaumburg, IL 60173$372,277
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$256,390
Zenith American SolutionsThird Party Administrator18861 90TH AVENUE SUITE A, Mokena, IL 60447$110,887
Mcgann Ketterman & RiouxFund Attorney111 E WACKER DRIVE SUITE 2600, Chicago, IL 60601$103,561
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,225,898
Investment Income
$3,372,280
Other Revenue
$0
Change in Net Assets
$1,282,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,423,463
Revenue Not Reported on Financial Statements
$174,715
Revenue Not Reported on Form 990
$3,105,598
Total Revenue per Audited Statements
$31,529,061
Total Revenue per Form 990
$28,598,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,402,747
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---$25,913,181
Fees for Services Other---$728,843
Fees for Service Investment Mgmnt Fees---$174,715
Fees for Services Accounting---$111,750
Fees for Services Legal---$103,561
Office Expenses---$38,506
Conferences and Meetings---$29,627
Insurance---$26,799
Other Expenses---$9,434
All Other Expenses---$4,180
Total Functional Expenses$0$0$0$27,315,928

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,315,928
Expenses per Audited Statements$27,141,213
Total Expenses per Audited Statements$27,141,213
Expenses Not Reported on Financial Statements$174,715
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
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
8475191880
Address
953 AMERICAN LANE NO 100, SCHAUMBURG, IL 60173

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
8475191880
Signed
2020-11-05
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
39
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BOULEVARD, SCHERERVILLE, IN 46375
Preparer
Renee Berg-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.”

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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/ProgramServiceRevenueGrp/Desc1STOP-LOSS INSURANCE PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBATE
IRS990/ProgramServiceRevenueGrp/Desc4AUDIT FEE INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11578151
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2906702
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3671470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt434268
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt434268
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IRS990/PYOtherRevenueAmt090228
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt44863477
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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
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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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/DeferredCompensationFlngOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1114099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt296246
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt390355

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,098,687
Liabilities
$650,507
Net assets
$59,448,180
Revenue
$28,598,178
Expenses
$27,315,928
Net income
$1,282,250
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