Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
990 • Fiscal year 2020 • EIN 42-0930021
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Liabilities / Revenue
96th percentile
Higher debt load relative to revenue than 96% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Assets
Up$68,054,516
Up $10,995,837 (+19%) from 2019
Net Assets
Up$38,197,985
Up $9,855,343 (+35%) from 2019
Liabilities
Up$29,856,531
Up $1,140,494 (+4.0%) from 2019
Revenue
Down$20,687,361
Down $1,563,447 (-7.0%) from 2019
Expenses
Down$15,777,554
Down $952,122 (-5.7%) from 2019
Net Income
Down$4,909,807
Down $611,325 (-11%) from 2019
The plan and trust were established to provide medical, dental, short-term disability benefits, prescriptions, and death benefits to collectively bargained union plumbers & steamfitters in central & northern iowa.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $28,640,941 | $34,695,461 | ▲ $6,054,520 |
| Investments Other Securities | $26,069,724 | $31,289,703 | ▲ $5,219,979 |
| Accounts Receivable | $1,698,686 | $1,681,400 | ▼ $17,286 |
| Cash and Non-Interest-Bearing Accounts | $534,081 | $213,763 | ▼ $320,318 |
| Prepaid Expenses and Deferred Charges | $90,974 | $90,011 | ▼ $963 |
| Land, Buildings, and Equipment, Net | $24,273 | $84,178 | ▲ $59,905 |
| Total Assets | $57,058,679 | $68,054,516 | ▲ $10,995,837 |
| Liabilities | |||
| Other Liabilities | $28,568,598 | $29,732,999 | ▲ $1,164,401 |
| Accounts Payable and Accrued Expenses | $147,439 | $123,532 | ▼ $23,907 |
| Total Liabilities | $28,716,037 | $29,856,531 | ▲ $1,140,494 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $28,342,642 | $38,197,985 | ▲ $9,855,343 |
| Total Net Assets Fund Balance | $28,342,642 | $38,197,985 | ▲ $9,855,343 |
| Total Liabilities and Net Assets / Fund Balance | $57,058,679 | $68,054,516 | ▲ $10,995,837 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $84,178 | $318,887 | $403,065 |
| Other Securities | $31,289,703 | - | - |
| Name | Title |
|---|---|
| Brad Meyer | Trustee |
| Doug Kumm | Trustee |
| Grant Hjortshoj | Trustee |
| Ryan Wierson | Trustee |
| Scot Stoltenberg | Trustee |
| Tom Keck | Trustee |
| Andy Roberts | Trustee, CHA |
| Curt Baker | Trustee, Sec |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $495,662 |
| Other Expenses | $398,686 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $14,883,206 |
| Other Salaries and Wages | - | - | - | $306,314 |
| Pension Plan Contributions | - | - | - | $111,906 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $105,822 |
| Information Technology | - | - | - | $79,457 |
| Other Employee Benefits | - | - | - | $73,494 |
| Fees for Services Legal | - | - | - | $45,893 |
| Fees for Services Accounting | - | - | - | $35,102 |
| Fees for Services Other | - | - | - | $31,161 |
| Insurance | - | - | - | $15,308 |
| Occupancy | - | - | - | $12,136 |
| Depreciation Depletion | - | - | - | $10,833 |
| Office Expenses | - | - | - | $10,325 |
| All Other Expenses | - | - | - | $8,674 |
| Other Expenses | - | - | - | $6,678 |
| Payroll Taxes | - | - | - | $3,948 |
| Conferences and Meetings | - | - | - | $94 |
| Total Functional Expenses | $0 | $0 | $0 | $15,777,554 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $15,777,554 |
| Expenses per Audited Statements | $15,671,732 |
| Total Expenses per Audited Statements | $15,671,732 |
| Expenses Not Reported on Financial Statements | $105,822 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Hra Liability | $22,001,896 |
| Accumulated Eligibility Liab | $5,953,579 |
| Claims Ibnr | $1,334,700 |
| Medical Benefits Payable | $442,824 |
“The administrator reviews the form 990 and then the chairperson and the secretary of the board of trustees also reviews the form 990 before signing it.”
“Governing documents and audited financial statements are available only to plan participants at the fund office. Otherwise, no documents available to the public.”
“Accounting principles generally accepted in the united states of america 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. Management of the plan believes that the plan has taken no uncertain tax positions that require adjustment to the financial statements in order to comply with the provisions of this guidance.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 147439 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 123532 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1698686 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1681400 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 8674 |
| IRS990/AuditCommitteeInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 14883206 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JAMA BARBOUR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5155580487 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2501 BELL AVENUE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DES MOINES |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50321 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 534081 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 213763 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 94 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 14883206 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 766208 |
| IRS990/CYOtherExpensesAmt | 0 | 398686 |
| IRS990/CYOtherRevenueAmt | 0 | 208101 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 19713052 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4909807 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 495662 |
| IRS990/CYTotalExpensesAmt | 0 | 15777554 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 20687361 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 10833 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH CARE BENEFITS TO QUALIFIED PARTICIPANTS AND DEPENDENTS IN THE CENTRAL AND NORTHERN IOWA PLUMBING INDUSTRY. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 6 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 35102 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 45893 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 31161 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 105822 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CURT BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GRANT HJORTSHOJ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TOM KECK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DOUG KUMM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRAD MEYER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ANDY ROBERTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SCOT STOLTENBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RYAN WIERSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE, SEC |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE, CHA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1977 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -373422 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3033893 |
| IRS990/GrossReceiptsAmt | 0 | 24094676 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 79457 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 15308 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1139499 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 131 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1139630 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 26069724 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 31289703 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 28640941 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 34695461 |
| IRS990/IRPDocumentCnt | 0 | 426 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 318887 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 24273 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 84178 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 403065 |
| IRS990/LegalDomicileStateCd | 0 | IA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 3407315 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 28342642 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 38197985 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -373422 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -373422 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4945536 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 28342642 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 38197985 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 12136 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10325 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 73494 |
| IRS990/OtherExpensesGrp/Desc | 0 | POSTAGE AND MAILING |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING |
| IRS990/OtherExpensesGrp/Desc | 2 | PCORI FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | TELEPHONE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 18829 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10525 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 7849 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 6678 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 28568598 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 29732999 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | ADMINISTRATIVE FEE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 208101 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 208101 |
| IRS990/OtherRevenueTotalAmt | 0 | 208101 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 306314 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 3948 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 111906 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 90974 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 90011 |
| IRS990/PrincipalOfficerNm | 0 | ANDY ROBERTS |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 19713052 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 19713052 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | TO PROVIDE SHORT-TERM DISABILITY PAYMENTS TO QUALIFIED PARTICIPANTS |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 15794775 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1666017 |
| IRS990/PYOtherExpensesAmt | 0 | 423510 |
| IRS990/PYOtherRevenueAmt | 0 | 177769 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 20407022 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 5521132 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 511391 |
| IRS990/PYTotalExpensesAmt | 0 | 16729676 |
| IRS990/PYTotalRevenueAmt | 0 | 22250808 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 4909807 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 84178 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 318887 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 403065 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 105822 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 15671732 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 105822 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 105822 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 4945536 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 22001896 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 5953579 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 1334700 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 442824 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | HRA LIABILITY |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ACCUMULATED ELIGIBILITY LIAB |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | CLAIMS IBNR |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | MEDICAL BENEFITS PAYABLE |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 31289703 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | PARTNERSHIPS AND CCT'S |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 4945536 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 105822 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 20581539 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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. MANAGEMENT OF THE PLAN BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 84178 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN THE CHAIRPERSON AND THE SECRETARY OF THE BOARD OF TRUSTEES ALSO REVIEWS THE FORM 990 BEFORE SIGNING IT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ONLY TO PLAN PARTICIPANTS AT THE FUND OFFICE. OTHERWISE, NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 19 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.