Liabilities / Assets
51st percentile
Higher debt load relative to assets than 51% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
51st percentile
Higher debt load relative to assets than 51% of similar nonprofits.
Liabilities / Revenue
62nd percentile
Higher debt load relative to revenue than 62% of similar nonprofits.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$26,441,549
Up $1,616,491 (+6.5%) from 2012
Net Assets
Up$25,616,751
Up $1,956,421 (+8.3%) from 2012
Liabilities
Down$824,798
Down $339,930 (-29%) from 2012
Revenue
$11,568,284
No earlier filing loaded for comparison.
Expenses
Up$11,652,154
Up $528,306 (+4.7%) from 2012
Net Income
-$83,870
No earlier filing loaded for comparison.
To provide accident, health, dental, vision, loss of time, prescription drug, and death benefits to eligible participants, spouses and dependents.
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/BOY | 0 | 179871 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 213375 |
| IRS990/AccountsReceivable/BOY | 0 | 971632 |
| IRS990/AccountsReceivable/EOY | 0 | 1097779 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. |
| IRS990/AddressChange | 0 | X |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 3333 N MAYFAIR RD SUITE 201 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | WAUWATOSA |
| IRS990/AddressPrincipalOfficerUS/State | 0 | WI |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 53222 |
| IRS990/AllOtherExpenses/Total | 0 | 110389 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 1 |
| IRS990/BenefitsPaidToMembersCY | 0 | 9458099 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 8965201 |
| IRS990/BenefitsToMembers/Total | 0 | 9458099 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 0 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 0 |
| IRS990/CashNonInterestBearing/BOY | 0 | -34644 |
| IRS990/CashNonInterestBearing/EOY | 0 | 123392 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ComplianceWithBackupWitholding | 0 | 1 |
| IRS990/ConferencesMeetings/Total | 0 | 1956 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 3333 N MAYFAIR RD SUITE 201 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 10701 W RESEARCH DRIVE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 2 | 333 WEST 24TH STREET |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | WAUWATOSA |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | MILWAUKEE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 2 | NEW YORK |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | WI |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | WI |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 2 | NY |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 53222 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 53226 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 2 | 10001 |
| IRS990/ContractorCompensation/Compensation | 0 | 326179 |
| IRS990/ContractorCompensation/Compensation | 1 | 307867 |
| IRS990/ContractorCompensation/Compensation | 2 | 140308 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | ADMINISTRATION |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | CLAIMS ADMINISTRATION |
| IRS990/ContractorCompensation/DescriptionOfServices | 2 | CONSULTING |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | ZENITH AMERICAN SOLUTIONS |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | UNITED HEALTHCARE |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 2 | THE SEGAL GROUP |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/ContributionsGrantsPriorYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | 0 |
| IRS990/Description | 0 | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 1 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/Expense | 0 | 10961072 |
| IRS990/FamilyOrBusinessRelationship | 0 | 0 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/Total | 0 | 19400 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 42044 |
| IRS990/FeesForServicesLegal/Total | 0 | 86650 |
| IRS990/FeesForServicesManagement/Total | 0 | 309253 |
| IRS990/FeesForServicesOther/Total | 0 | 149939 |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 45.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 50.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 2.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 3 | 45.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 7 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 8 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | MIKE HENKE |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | TROY MOOSE |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | MARC LAURET |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | JOHN TOPP |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | GLENN FLAHERTY |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | BRAD CYGANEK |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | JOHN TROTTIER |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | TIM ROMAN |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | BRIAN MCCAMBRIDGE |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 80701 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 44756 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 2207 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 80216 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 65 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 78889 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 51612 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 4057 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 78839 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 94 |
| IRS990/Form990PartVIISectionA/Title | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionA/Title | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionA/Title | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 8 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | 53083 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 4671703 |
| IRS990/GrossReceipts | 0 | 16186904 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/Insurance/Total | 0 | 10961 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 560571 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 507488 |
| IRS990/InvestmentIncomePriorYear | 0 | 529076 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 507488 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 22495601 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 4484041 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 19861004 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 4618620 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 1 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | MIKE HENKE |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 8 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 8 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 23660330 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 25616751 |
| IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome | 0 | 53083 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 53083 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 3 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 3 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 1 |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 79394 |
| IRS990/OtherAssetsTotal/EOY | 0 | 46637 |
| IRS990/OtherExpensePriorYear | 0 | 2158647 |
| IRS990/OtherExpensesCurrentYear | 0 | 2194055 |
| IRS990/OtherExpenses/Description | 0 | FUTURE BENEFIT PROGRAM |
| IRS990/OtherExpenses/Description | 1 | STOP-LOSS PREMIUMS |
| IRS990/OtherExpenses/Description | 2 | COST CONTAINMENT EXPENS |
| IRS990/OtherExpenses/Description | 3 | LIFE, ACCIDENTAL DEATH |
| IRS990/OtherExpenses/Total | 0 | 620446 |
| IRS990/OtherExpenses/Total | 1 | 396362 |
| IRS990/OtherExpenses/Total | 2 | 349523 |
| IRS990/OtherExpenses/Total | 3 | 97132 |
| IRS990/OtherLiabilities/BOY | 0 | 984857 |
| IRS990/OtherLiabilities/EOY | 0 | 611423 |
| IRS990/OtherRevenueCurrentYear | 0 | 830 |
| IRS990/OtherRevenueMisc/BusinessCode | 0 | 230000 |
| IRS990/OtherRevenueMisc/BusinessCode | 1 | 900099 |
| IRS990/OtherRevenueMisc/Description | 0 | COBRA SUBSIDY |
| IRS990/OtherRevenueMisc/Description | 1 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome | 0 | 658 |
| IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome | 1 | 172 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 0 | 658 |
| IRS990/OtherRevenueMisc/TotalRevenueColumn | 1 | 172 |
| IRS990/OtherRevenuePriorYear | 0 | -67836 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/BOY | 0 | 0 |
| IRS990/PaidInCapSrplsLandBldgEqpFund/EOY | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 230000 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 230000 |
| IRS990/ProgramServiceRevenueCY | 0 | 11006883 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYERS' CONTRIB. NET |
| IRS990/ProgramServiceRevenue/Description | 1 | SELF-PAYMENT CONTRIB. |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 11594048 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 10203503 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 803380 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 10203503 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 803380 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 0 |
| IRS990/ReconcilationRevenueExpenses | 0 | -83870 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 2040291 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 1 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 1 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RetainedEarningsEndowmentEtc/BOY | 0 | 23660330 |
| IRS990/RetainedEarningsEndowmentEtc/EOY | 0 | 25616751 |
| IRS990/RevenuesLessExpensesCY | 0 | -83870 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 931440 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/SalariesEtcPriorYear | 0 | 0 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 1313075 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 828696 |
| IRS990/ScheduleBRequired | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 9044 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 11643110 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2010. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | DECREASE IN CURRENT YEARS CLAIM PAYABLE -33,000. . |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | PART X, LINE 2: |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | 42044 |
| IRS990ScheduleD/InvestmentExpensesNotIncluded2 | 0 | 42044 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 2040291 |
| IRS990ScheduleD/OtherExpensesNotIncluded | 0 | -33000 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 32695 |
| IRS990ScheduleD/OtherLiabilities/Amount | 1 | 140200 |
| IRS990ScheduleD/OtherLiabilities/Amount | 2 | 403227 |
| IRS990ScheduleD/OtherLiabilities/Amount | 3 | 35301 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | EMPLOYERS FICA/UC CONTRIBUTION ACCOUNTS |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | CLAIMS PAYABLE |
| IRS990ScheduleD/OtherLiabilities/Description | 2 | RECIPROCITY PAYABLE |
| IRS990ScheduleD/OtherLiabilities/Description | 3 | HRA LIABILITY |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 4484041 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | OTHER INVESTMENTS |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 2040291 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 42044 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 11526240 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 11652154 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 611423 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 4484041 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 11568284 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 11643110 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 13566531 |
| IRS990ScheduleJ/EquityBasedCompArrangement | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 0 | 78889 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs | 1 | 78839 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 0 | TROY MOOSE |
| IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson | 1 | TIM ROMAN |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 0 | 80701 |
| IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs | 1 | 80216 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 0 | TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/Title | 1 | TRUSTEE |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 0 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg | 1 | 0 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 0 | 159590 |
| IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs | 1 | 159055 |
| IRS990/ScheduleJRequired | 0 | 1 |
| IRS990ScheduleJ/SeverancePayment | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRetirePlan | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | MIKE HENKE - N112 W19515 MEQUON ROAD, GERMANTOWN, WI 53022. TROY MOOSE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. MARC LAURET - N57 W13500 CARMEN AVENUE, MENOMONEE FALLS, WI 53051. JOHN TOPP - 17100 W. BLUEMOUND RD, #102, BROOKFIELD, WI 53005. GLENN FLAHERTY - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. BRAD CYGANEK - W347 S21794 SPRAGUE ROAD, EAGLE, WI 53119. JOHN TROTTIER - 806 VALLEY ROAD, MENASHA, WI 54952. TIM ROMAN - 119 SOUTH FRONT STREET, MARQUETTE, MI 49855. BRIAN MCCAMBRIDGE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE PLAN ALSO HAD ONE SOLE PROPRIETOR AS A CONTRIBUTING EMPLOYER DURING THE PLAN YEAR ENDING MAY 31, 2013. THE PLAN HAD THREE EMPLOYERS PROVIDE "LLC" RATHER THAN THE TAX CLASSIFICATION. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT THREE OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART VII |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, SCHEDULE R, PARTS II-IV |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/DividendsRelatedOrganization | 0 | 0 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 3333 N MAYFAIR RD SUITE 201 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | WAUWATOSA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | WI |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 53222 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 390855190 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(9) |
| IRS990ScheduleR/Form990ScheduleRPartIII/NameOfRelatedOrg/BusinessNameLine1 | 0 | RIDGWAY LLC |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | WI |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 2 | IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 3 | IRON WORKERS LOCAL 8 DEFENSE FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 4 | MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 0 | A & A ERECTING COMPANY INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 1 | A LINDBERG & SONS INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 2 | ACE CONSTRUCTION INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 3 | AGM ERECTING LLC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 4 | B & D CONTRACTORS INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 5 | BADGERLAND METAL BUILDING |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 6 | BANE NELSON INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 7 | BARNHART CRANE AND RIGGING CO |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 8 | BEST MECHANICAL SERVICES LLC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 9 | CR MEYER AND SONS |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 10 | CAPITAL STEEL ERECTORS INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 11 | CHARLES D SMITH & SON INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 12 | CHILSTROM ERECTING CO |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 13 | CHOICE CONSTRUCTION CO INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 14 | CLOSNER CONSTRUCTION & SALES INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 15 | CONSTRUCTION SUPPLY & ERECTION |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 16 | DAY & ZIMMERMANN NPS INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 17 | DON R FRUCHEY INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 18 | DORAL CORPORATIONINDUSTRIAL |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 19 | EDWARD KRAEMER & SONS INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 20 | FA INDUSTRIAL SERVICES INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 21 | GRAYCOR INDUST CONST INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 22 | GRUNAU COMPANY INC |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 23 | GRUNDLACH CHAMPION |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 24 | H & H MACHINERY MOVERS |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 25 | HENNES TRUCKING CO |
| IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine1 | 26 | HI-BOOM ERECTING INC |
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Displayed year
2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
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