Civic Intelligence

Usb Welfare Benefit Plan

EIN 41-1849855 • 501(c)9 • Milwaukee, WI

Profile

This fund has been created for the purpose of providing and maintaining either directly or through the purchase of insurance, or both, those life, accident, sickness, medical, surgical and dental benefits or short or long term disability income replacement benefits as defined in the benefit plan.

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2020

Net Margin

10th percentile

-22%

Higher net margin than 10% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-21%

Faster revenue growth than 9% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $118,966,995 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $118,966,995 (-100%) from 2019

Operations
Liabilities / Revenue24th percentileNet Margin10th percentile

Revenue

Down

$532,086,986

Down $138,643,756 (-21%) from 2019

Expenses

Up

$650,836,974

Up $700,212 (+0.1%) from 2019

Net Income

Down

-$118,749,988

Down $139,343,968 (-677%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$300M$200M$100M$0Assets 2010: $220,614,998Liabilities 2010: $0Net Assets 2010: $220,614,9982010Assets 2011: $206,203,065Liabilities 2011: $0Net Assets 2011: $206,203,0652011Assets 2012: $196,482,139Liabilities 2012: $0Net Assets 2012: $196,482,1392012Assets 2013: $195,979,807Liabilities 2013: $0Net Assets 2013: $195,979,8072013Assets 2014: $189,252,268Liabilities 2014: $0Net Assets 2014: $189,252,2682014Assets 2015: $187,856,492Liabilities 2015: $0Net Assets 2015: $187,856,4922015Assets 2016: $191,085,256Liabilities 2016: $0Net Assets 2016: $191,085,2562016Assets 2017: $195,954,221Liabilities 2017: $0Net Assets 2017: $195,954,2212017Assets 2018: $98,692,563Liabilities 2018: $0Net Assets 2018: $98,692,5632018Assets 2019: $118,966,995Liabilities 2019: $0Net Assets 2019: $118,966,9952019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$800M$600M$400M$200M$0-$200MRevenue 2010: $321,377,039Expenses 2010: $333,692,145Net Income 2010: -$12,315,1062010Revenue 2011: $304,020,280Expenses 2011: $318,432,216Net Income 2011: -$14,411,9362011Revenue 2012: $329,436,669Expenses 2012: $339,157,597Net Income 2012: -$9,720,9282012Revenue 2013: $370,090,050Expenses 2013: $370,592,382Net Income 2013: -$502,3322013Revenue 2014: $382,984,114Expenses 2014: $389,711,653Net Income 2014: -$6,727,5392014Revenue 2015: $414,980,154Expenses 2015: $416,375,932Net Income 2015: -$1,395,7782015Revenue 2016: $434,431,861Expenses 2016: $431,203,097Net Income 2016: $3,228,7642016Revenue 2017: $510,160,492Expenses 2017: $505,291,527Net Income 2017: $4,868,9652017Revenue 2018: $477,357,419Expenses 2018: $574,619,077Net Income 2018: -$97,261,6582018Revenue 2019: $670,730,742Expenses 2019: $650,136,762Net Income 2019: $20,593,9802019Revenue 2020: $532,086,986Expenses 2020: $650,836,974Net Income 2020: -$118,749,9882020

Highlighted filing

2020

Revenue$532,086,986
Expenses$650,836,974
Net Income-$118,749,988
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$532,086,986
Expenses
$650,836,974
Net income
-$118,749,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$532$651$119
2019Summary only. Only limited summary data is available for this year.$119$0.00$119$671$650$20.6
2018Summary only. Only limited summary data is available for this year.$98.7$0.00$98.7$477$575$97.3
2017Summary only. Only limited summary data is available for this year.$196$0.00$196$510$505$4.87
2016Summary only. Only limited summary data is available for this year.$191$0.00$191$434$431$3.23
2015Summary only. Only limited summary data is available for this year.$188$0.00$188$415$416$1.40
2014Summary only. Only limited summary data is available for this year.$189$0.00$189$383$390$6.73
2013Summary only. Only limited summary data is available for this year.$196$0.00$196$370$371$0.50
2012Summary only. Only limited summary data is available for this year.$196$0.00$196$329$339$9.72
2011Summary only. Only limited summary data is available for this year.$206$0.00$206$304$318$14.4
2010Summary only. Only limited summary data is available for this year.$221$0.00$221$321$334$12.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$561,980,091
Mission and Program Overview

Mission

This fund has been created for the purpose of providing and maintaining either directly or through the purchase of insurance, or both, those life, accident, sickness, medical, surgical and dental benefits or short or long term disability income replacement benefits as defined in the benefit plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$118,872,838--
Savings and Temporary Cash Investments$74,211,283--
Investments Other Securities$44,486,641--
Land, Buildings, and Equipment, Net$174,914--
Accounts Receivable$94,157--
Rtn Earn Endowment Incm Other Fnds$94,157$0▼ $94,157
Total Assets$118,966,995$0▼ $118,966,995
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$118,966,995$0▼ $118,966,995
Total Liabilities and Net Assets / Fund Balance$118,966,995$0▼ $118,966,995
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Institutional Trustee$6,916$6,916
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$508,144,781
Investment Income
$16,747,879
Other Revenue
$7,194,326
Change in Net Assets
$-118,749,988

Audited Revenue Reconciliation

Revenue per Audited Statements
$513,217,665
Revenue Not Reported on Financial Statements
$18,869,321
Other Revenue Adjustments
$18,869,321
Total Revenue per Audited Statements
$513,217,665
Total Revenue per Form 990
$532,086,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,655,058
Salaries, Compensation, and Employee Benefits$6,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$590,175,000--$590,175,000
Fees for Services Other$23,054,705--$23,054,705
Other Expenses$11,834,438--$11,834,438
Fees for Services Management$4,300,991--$4,300,991
Current Officers, Directors, Trustees, and Key Employees$6,916--$6,916
Total Functional Expenses$650,836,974$0$0$650,836,974

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$650,836,974
Expenses per Audited Statements$617,537,612
Total Expenses per Audited Statements$617,537,612
Expenses Not Reported on Financial Statements$33,299,362
Other Expense Adjustments$33,299,362
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Reviewed by organization annually.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Usb Welfare Benefit Plan
EIN
41-1849855
Phone
6514954109
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514954109
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
US Bank Na
Formed
1995
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Write off of equipment, account transfer”

Financial Statement Notes

Explanation for Schedule D, Part X

“The plan administrator has analyzed tax positions taken by the plan, and has concluded that as of december 31, 2020, there are no uncertain positions taken or expected to be taken. The plan has recognized no interest or penalties related to uncertain tax positions.”

EXPLANATION FOR SCHEDULE D, PART XI, LINE 4B

“Realized gain on sale of assets $16,457,156, change in actuarial assumptions $2,412,000, difference in dividend income $165.”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“Net decrease in benefit obligations $21,464,924, claims incurred but not reported $11,834,438”

Raw XML Appendix325 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.

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt094157
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS FUND HAS BEEN CREATED FOR THE PURPOSE OF PROVIDING AND MAINTAINING EITHER DIRECTLY OR THROUGH THE PURCHASE OF INSURANCE, OR BOTH, THOSE LIFE, ACCIDENT, SICKNESS, MEDICAL, SURGICAL AND DENTAL BENEFITS OR SHORT OR LONG TERM DISABILITY INCOME REPLACEMENT BENEFITS AS DEFINED IN THE BENEFIT PLAN.
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0590175000
IRS990/BenefitsToMembersGrp/TotalAmt0590175000
IRS990/BooksInCareOfDetail/PersonNm0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum06514954109
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 LIVINGSTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0118872838
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt06916
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06916
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0590175000
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016747879
IRS990/CYOtherExpensesAmt060655058
IRS990/CYOtherRevenueAmt07194326
IRS990/CYProgramServiceRevenueAmt0508144781
IRS990/CYRevenuesLessExpensesAmt0-118749988
IRS990/CYSalariesCompEmpBnftPaidAmt06916
IRS990/CYTotalExpensesAmt0650836974
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0532086986
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THIS TRUST IS A VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION (VEBA) THAT WAS ESTABLISHED TO FUND AND DISTRIBUTE EMPLOYEE BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt04300991
IRS990/FeesForServicesManagementGrp/TotalAmt04300991
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023054705
IRS990/FeesForServicesOtherGrp/TotalAmt023054705
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK NATIONAL ASSOCIATION
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt016457156
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt046350261
IRS990/GrossReceiptsAmt0561980091
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0290723
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0290723
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt044486641
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174914
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt029893105
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS FUND HAS BEEN CREATED FOR THE PURPOSE OF PROVIDING AND MAINTAINING EITHER DIRECTLY OR THROUGH THE PURCHASE OF INSURANCE, OR BOTH, THOSE LIFE, ACCIDENT, SICKNESS, MEDICAL, SURGICAL AND DENTAL BENEFITS OR SHORT OR LONG TERM DISABILITY INCOME REPLACEMENT BENEFITS AS DEFINED IN THE BENEFIT PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0118966995
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016457156
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016457156
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-217007
IRS990/OtherExpensesGrp/Desc0NET DECREASE IN BENEFIT OBLIGATIONS
IRS990/OtherExpensesGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990/OtherExpensesGrp/ProgramServicesAmt021464924
IRS990/OtherExpensesGrp/ProgramServicesAmt111834438
IRS990/OtherExpensesGrp/TotalAmt021464924
IRS990/OtherExpensesGrp/TotalAmt111834438
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0NET APPRECIATION IN FAIR VALUE OF I
IRS990/OtherRevenueMiscGrp/Desc1DECREASE IN DEFERRED TAX LIABILITY
IRS990/OtherRevenueMiscGrp/Desc2CHANGE IN ACTUARIAL ASSUMPTIONS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01863619
IRS990/OtherRevenueMiscGrp/ExclusionAmt12918707
IRS990/OtherRevenueMiscGrp/ExclusionAmt22412000
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12918707
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22412000
IRS990/OtherRevenueTotalAmt07194326
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0US BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0320860528
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1187284253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0320860528
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0611075899
IRS990/PYContributionsGrantsAmt0640982755
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02423479
IRS990/PYOtherExpensesAmt039060863
IRS990/PYOtherRevenueAmt027324508
IRS990/PYRevenuesLessExpensesAmt020593980
IRS990/PYTotalExpensesAmt0650136762
IRS990/PYTotalRevenueAmt0670730742
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-118749988
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt094157
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074211283
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt033299362
IRS990ScheduleD/ExpensesSubtotalAmt0617537612
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt033299362
IRS990ScheduleD/OtherRevenuesNotIncludedAmt018869321
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COLLECTIVE INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018869321
IRS990ScheduleD/RevenueSubtotalAmt0513217665
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE PLAN HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REALIZED GAIN ON SALE OF ASSETS $16,457,156, CHANGE IN ACTUARIAL ASSUMPTIONS $2,412,000, DIFFERENCE IN DIVIDEND INCOME $165.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NET DECREASE IN BENEFIT OBLIGATIONS $21,464,924, CLAIMS INCURRED BUT NOT REPORTED $11,834,438
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XI, LINE 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt0650836974
IRS990ScheduleD/TotalRevenuePerForm990Amt0532086986
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0513217665
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0617537612
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL PLAN ASSETS WERE USED TO PAY BENEFITS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ALL PLAN ASSETS WERE USED TO PAY BENFITS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0650836974
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY ORGANIZATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITE OFF OF EQUIPMENT, ACCOUNT TRANSFER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0310841368
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MN
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IRS990/TotalAssetsBOYAmt0118966995
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0650836974
IRS990/TotalFunctionalExpensesGrp/TotalAmt0650836974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0118966995
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0532086986
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0118966995
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06514954109
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USB WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0USBA
ReturnHeader/Filer/EIN0411849855
ReturnHeader/Filer/PhoneNum06514954109
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T12:00:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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