Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
EIN 42-6498548 • 501(c)9 • Cedar Rapids, IA
Profile
To provide health & welfare benefits to eligible members of local 263.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
49th percentile
Higher debt load relative to assets than 49% of similar nonprofits.
Liabilities / Revenue
49th percentile
Higher debt load relative to revenue than 49% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
51st percentile
Higher top officer pay than 51% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Assets
Up$4,951,188
Up $931,671 (+23%) from 2023
Liabilities
Up$83,862
Up $20,073 (+31%) from 2023
Net Assets
Up$4,867,326
Up $911,598 (+23%) from 2023
Revenue
Up$8,062,024
Up $625,498 (+8.4%) from 2023
Expenses
Up$7,162,192
Up $238,287 (+3.4%) from 2023
Net Income
Up$899,832
Up $387,211 (+76%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
To provide health & welfare benefits to eligible members of local 263.
This plan provides health & welfare benefits to its eligible members of local 263.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $3,955,728 | $4,867,326 | ▲ $911,598 |
| Investments in Publicly Traded Securities | $1,327,023 | $2,857,296 | ▲ $1,530,273 |
| Savings and Temporary Cash Investments | $1,954,897 | $1,330,909 | ▼ $623,988 |
| Accounts Receivable | $587,242 | $548,530 | ▼ $38,712 |
| Prepaid Expenses and Deferred Charges | $7,275 | $7,573 | ▲ $298 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $4,019,517 | $4,951,188 | ▲ $931,671 |
| Other Assets Total | $143,080 | $206,880 | ▲ $63,800 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $28,453 | $44,183 | ▲ $15,730 |
| Deferred Revenue | $35,336 | $39,679 | ▲ $4,343 |
| Total Liabilities | $63,789 | $83,862 | ▲ $20,073 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,955,728 | $4,867,326 | ▲ $911,598 |
| Total Liabilities and Net Assets / Fund Balance | $4,019,517 | $4,951,188 | ▲ $931,671 |
| Name | Title |
|---|---|
| Kevin Neuendorf | Chairman |
| Chris Hall | Trustee |
| Jamie Prull | Trustee |
| Randy Novak | Trustee |
| Russell Jaeger | Trustee |
| Valerie Derycke | Trustee |
| Jacob Rammelsberg | Trustee - Alternate |
| Kate Wierson | Trustee - Alternate |
| John Ilten | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Benefits Management Group INC | Plan Administration | 3925 FOUNTAINS BLVD NE STE 104, Cedar Rapids, IA 52411 | $162,000 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,693,078 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $5,469,114 |
| Insurance | - | - | - | $915,019 |
| Fees for Services Other | - | - | - | $441,073 |
| Fees for Services Management | - | - | - | $162,000 |
| Fees for Services Legal | - | - | - | $39,999 |
| Fees for Services Accounting | - | - | - | $38,673 |
| Office Expenses | - | - | - | $15,590 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $14,470 |
| All Other Expenses | - | - | - | $13,844 |
| Other Expenses | - | - | - | $7,898 |
| Total Functional Expenses | $0 | $0 | $0 | $7,162,192 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $7,162,192 |
| Expenses per Audited Statements | $7,147,722 |
| Total Expenses per Audited Statements | $7,147,722 |
| Expenses Not Reported on Financial Statements | $14,470 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A copy of form 990 is circulated to the chairman of the joint board of the funds and to the third party administrator for review and approval. Any questions on the form 990 are directed to the chairman of the joint board of trustees of the funds or to uhy advisors midwest, inc.”
“Each trustee signs a conflict of interest policy and is required to report conflicts to an appropriate individual based on their position in the organization. If required, an amended conflict of interest disclosure and statement form may be required to be filed by the trustee.”
“The organization provides the governing documents, conflict of interest policy, and financial statements to the public upon request.”
“Kevin neuendorf - 107 south blairsferry crossing, hiawatha, ia 52233. John ilten - 919 14th ave sw, cedar rapids, ia 52404. Russell jaeger - 22990 antler trail, anamosa, ia 52205. Chris hall - 41 sumter ave, lisbon, ia 52253. Randy novak - 820 n 15th ave, hiawatha, ia 52233. Valerie derycke - 5805 locust road sw, cedar rapids, ia 52404. Jacob rammelsberg - 6109 29th ave, vinton, ia 52349. Kate wierson - 1454 30th st, suite 201, west des moines, ia 50266. Jamie prull - 270 5th ave sw, cedar rapids, ia 52404.”
“Gaap requires fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 28453 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 44183 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 587242 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 548530 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THIS PLAN PROVIDES HEALTH & WELFARE BENEFITS TO ITS ELIGIBLE MEMBERS OF LOCAL 263. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 13844 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 5469114 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENEFITS MANAGEMENT GROUP INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6302303902 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3925 FOUNTAINS BLVD NE SUITE 104 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CEDAR RAPIDS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 52411 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 162000 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 3925 FOUNTAINS BLVD NE STE 104 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CEDAR RAPIDS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 52411 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BENEFITS MANAGEMENT GROUP INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PLAN ADMINISTRATION |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 5469114 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 140904 |
| IRS990/CYOtherExpensesAmt | 0 | 1693078 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 7921120 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 899832 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 7162192 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8062024 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 35336 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 39679 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 7162192 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 38673 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 39999 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 162000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 441073 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 14470 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| 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/AverageHoursPerWeekRt | 8 | 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/IndividualTrusteeOrDirectorInd | 8 | 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/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KEVIN NEUENDORF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JOHN ILTEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RUSSELL JAEGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHRIS HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RANDY NOVAK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | VALERIE DERYCKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JAMIE PRULL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JACOB RAMMELSBERG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KATE 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/ReportableCompFromOrgAmt | 8 | 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/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE - ALTERNATE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE - ALTERNATE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 55910 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 385450 |
| IRS990/GrossReceiptsAmt | 0 | 8391564 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 915019 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 84994 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 84994 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1327023 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2857296 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 329540 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 263. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3955728 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 4867326 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 55910 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 55910 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 11766 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15590 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 143080 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 206880 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | DIABETIC SUPPLIES |
| IRS990/OtherExpensesGrp/Desc | 1 | INSURANCE & BONDS |
| IRS990/OtherExpensesGrp/Desc | 2 | BOARD OF TRUSTEE EXPENS |
| IRS990/OtherExpensesGrp/Desc | 3 | EMPLOYEE ASSISTANCE PRO |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 24357 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10182 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 9973 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 7898 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 7275 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 7573 |
| IRS990/PrincipalOfficerNm | 0 | KEVIN NEUENDORF |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7843221 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 77899 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7843221 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 77899 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 5249890 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 71860 |
| IRS990/PYOtherExpensesAmt | 0 | 1674015 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7364666 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 512621 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 6923905 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 7436526 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 899832 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 7921120 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3955728 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 4867326 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1954897 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1330909 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 14470 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7147722 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 14470 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 14470 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 11766 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 11766 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 14470 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 8047554 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7162192 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 8062024 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8059320 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7147722 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A COPY OF FORM 990 IS CIRCULATED TO THE CHAIRMAN OF THE JOINT BOARD OF THE FUNDS AND TO THE THIRD PARTY ADMINISTRATOR FOR REVIEW AND APPROVAL. ANY QUESTIONS ON THE FORM 990 ARE DIRECTED TO THE CHAIRMAN OF THE JOINT BOARD OF TRUSTEES OF THE FUNDS OR TO UHY ADVISORS MIDWEST, INC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EACH TRUSTEE SIGNS A CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REPORT CONFLICTS TO AN APPROPRIATE INDIVIDUAL BASED ON THEIR POSITION IN THE ORGANIZATION. IF REQUIRED, AN AMENDED CONFLICT OF INTEREST DISCLOSURE AND STATEMENT FORM MAY BE REQUIRED TO BE FILED BY THE TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | KEVIN NEUENDORF - 107 SOUTH BLAIRSFERRY CROSSING, HIAWATHA, IA 52233. JOHN ILTEN - 919 14TH AVE SW, CEDAR RAPIDS, IA 52404. RUSSELL JAEGER - 22990 ANTLER TRAIL, ANAMOSA, IA 52205. CHRIS HALL - 41 SUMTER AVE, LISBON, IA 52253. RANDY NOVAK - 820 N 15TH AVE, HIAWATHA, IA 52233. VALERIE DERYCKE - 5805 LOCUST ROAD SW, CEDAR RAPIDS, IA 52404. JACOB RAMMELSBERG - 6109 29TH AVE, VINTON, IA 52349. KATE WIERSON - 1454 30TH ST, SUITE 201, WEST DES MOINES, IA 50266. JAMIE PRULL - 270 5TH AVE SW, CEDAR RAPIDS, IA 52404. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | CLIMATE ENGINEERS INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | D & S SHEETMETAL INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 2 | ILTEN'S INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 3 | NOVAK HEATING CO INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 4 | T & K ROOFING COMPANY INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 5 | UNIVERSAL CLIMATE CONTROL INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 6 | MODERN SHEET METAL INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 7 | THE WALDINGER CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 8 | THE PRULL GROUP INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 9 | THE BAKER GROUP |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 10 | ELITE HEATING & AIR CONDITIONING |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 11 | ICON INDUSTRIAL SERVICES LLC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | LOCAL UNION #263 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | LOCAL 263 CEDAR RAPIDS SHEET METAL WORKERS JOINT APPRENTICE COMMITTEE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 510191312 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 420519620 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | UNION APPRENTICESHIP SCHOOL TRAINING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | DISPATCH MANPOWER & REPRESENT MEMBERS OF LOCAL 263 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 2 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 500 66TH AVE SW |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 1211 WILEY BLVD SW |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | CEDAR RAPIDS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | CEDAR RAPIDS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | IA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 52406 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 52404 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4019517 |
| IRS990/TotalAssetsEOYAmt | 0 | 4951188 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4019517 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 4951188 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7162192 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 63789 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 83862 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 63789 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 83862 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3955728 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 4867326 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 7162192 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 7921120 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 140904 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7921120 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 8062024 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4019517 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 4951188 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3925 FOUNTAINS BLVD NE 104 |
| IRS990/USAddress/CityNm | 0 | CEDAR RAPIDS |
| IRS990/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/USAddress/ZIPCd | 0 | 52411 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEVIN NEUENDORF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6302303902 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CEDAR RAPIDS SHEET METAL WORKERS LOCAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | 263 HEALTH & WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CEDA |
| ReturnHeader/Filer/EIN | 0 | 426498548 |
| ReturnHeader/Filer/PhoneNum | 0 | 6302303902 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3925 FOUNTAINS BLVD NE 104 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CEDAR RAPIDS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 52411 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 431305800 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | UHY ADVISORS MIDWEST INC |
No mirrored PDF or thumbnail assets are attached yet.