Civic Intelligence

Hunter Engineering Company Welfare Plan

990 • Fiscal year 2017 • EIN 43-1594777

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
11250 Hunter DriveBridgeton, MO 63044-2306

(314) 731-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

22nd percentile

-3.6%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

16th percentile

-9.1%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$2,057,942

Down $206,357 (-9.1%) from 2016

Net Assets

Down

$2,057,942

Down $206,357 (-9.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin22nd percentile

Revenue

Up

$5,699,579

Up $590,951 (+12%) from 2016

Expenses

Up

$5,904,438

Up $433,323 (+7.9%) from 2016

Net Income

Up

-$204,859

Up $157,628 (+43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,460,187Liabilities 2011: $0Net Assets 2011: $2,460,1872011Assets 2012: $1,548,773Liabilities 2012: $0Net Assets 2012: $1,548,7732012Assets 2013: $2,434,665Liabilities 2013: $0Net Assets 2013: $2,434,6652013Assets 2014: $2,302,677Liabilities 2014: $0Net Assets 2014: $2,302,6772014Assets 2015: $2,638,054Liabilities 2015: $0Net Assets 2015: $2,638,0542015Assets 2016: $2,264,299Liabilities 2016: $0Net Assets 2016: $2,264,2992016Assets 2017: $2,057,942Liabilities 2017: $0Net Assets 2017: $2,057,9422017Assets 2018: $2,065,021Liabilities 2018: $0Net Assets 2018: $2,065,0212018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$2,057,942
Liabilities$0
Net Assets$2,057,942
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $3,049,673Expenses 2011: $3,286,149Net Income 2011: -$236,4762011Revenue 2012: $3,871,050Expenses 2012: $4,782,464Net Income 2012: -$911,4142012Revenue 2013: $5,072,750Expenses 2013: $4,186,858Net Income 2013: $885,8922013Revenue 2014: $4,780,799Expenses 2014: $4,903,787Net Income 2014: -$122,9882014Revenue 2015: $4,906,115Expenses 2015: $4,570,738Net Income 2015: $335,3772015Revenue 2016: $5,108,628Expenses 2016: $5,471,115Net Income 2016: -$362,4872016Revenue 2017: $5,699,579Expenses 2017: $5,904,438Net Income 2017: -$204,8592017Revenue 2018: $7,164,867Expenses 2018: $7,154,042Net Income 2018: $10,8252018Revenue 2019: $7,061,469Expenses 2019: $9,126,490Net Income 2019: -$2,065,0212019

Highlighted filing

2017

Revenue$5,699,579
Expenses$5,904,438
Net Income-$204,859
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$5,699,579
Mission and Program Overview

Mission

The trust provides health benefits for employees of hunter engineering company and their families.

To provide a comprehensive health plan for eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,264,299$2,057,942▼ $206,357
Savings and Temporary Cash Investments$1,500,546$1,134,493▼ $366,053
Investments in Publicly Traded Securities$738,753$737,255▼ $1,498
Accounts Receivable-$161,194-
Cash and Non-Interest-Bearing Accounts$25,000$25,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,264,299$2,057,942▼ $206,357
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,264,299$2,057,942▼ $206,357
Total Liabilities and Net Assets / Fund Balance$2,264,299$2,057,942▼ $206,357
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Stephen BrauerPresident

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross Blue ShieldContract Administration1831 CHESTNUT STREET, St Louis, MO 63103$516,770
Twin City Fire Insurance CompanyStop Loss Insurance501 PENNSYLVANIA PKWY STE 400, Indianapolis, IN 46280$439,021
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,676,549
Investment Income
$22,074
Other Revenue
$956
Change in Net Assets
$-204,859

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,662,223
Revenue Not Reported on Financial Statements
$37,356
Revenue Not Reported on Form 990
$-1,498
Other Revenue Adjustments
$37,356
Total Revenue per Audited Statements
$5,660,725
Total Revenue per Form 990
$5,699,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$956,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,948,188--$4,948,188
Fees for Services Management-$516,770-$516,770
Insurance$439,021--$439,021
Office Expenses-$459-$459
Total Functional Expenses$5,387,209$517,229$0$5,904,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,904,438
Expenses per Audited Statements$5,867,082
Total Expenses per Audited Statements$5,867,082
Expenses Not Reported on Financial Statements$37,356
Other Expense Adjustments$37,356
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The president, as sole director of hunter engineering company welfare plan trust 1, has delegated the responsibility of the plan management to the vice president of finance, the director of human resources, and the controller.”

Form 990, Part VI, Section A, Line 8A

“The welfare plan trust is the holding entity for funds contributed by hunter engineering company and covered employees for payment of their medical benefits. The contribution amounts are determined by hunter engineering based on historical data and projections by third party consultants. Independent agencies handle all claims payments and investment of funds. Once the contribution amounts are set, there is no need for further oversight or committee meetings. Claims are paid in accordance with plan documents.”

Form 990, Part VI, Section A, Line 8B

“Refer to line 8a explanation above.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by the outside accounting firm on the basis of the audited financial statements and information provided by the board and/or its delegates. A copy of the 990 is provided to the vice president of finance and the director of human resources of hunter engineering company for review. Questions and/or concerns are addressed as may be needed. Form 990 is then submitted to irs for processing.”

Form 990, Part VI, Section C, Line 19

“All plan participants are provided an annual statement detailing the changes to the plan along with certain financial information and instructions on how to obtain additional data.”

Filing and Contact Details

Filer

Filer Name
Hunter Engineering Company Welfare Plan
EIN
43-1594777
Phone
3147310000
Address
11250 HUNTER DRIVE, BRIDGETON, MO 63044-2306

Signing Officer

Name
Paul Crowe
Title
Vice President, Finance
Phone
3147310000
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Crowe
Formed
1991
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
4

Preparer

Firm
Brown Smith Wallace Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for the oversight of the audit and the process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service issued its latest determination letter on august 4, 1992, which stated that the plan and its underlying trust qualify under the applicable provisions of the internal revenue code and, therefore, are exempt from federal income taxes. The plan administrator and the plan's counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the internal revenue code. The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2017 there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Refunds/reimbursements reclassed to income 37,356.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Refunds/reimbursements reclassed to income 37,356.”

Raw XML Appendix329 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/EOYAmt0161194
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE A COMPREHENSIVE HEALTH PLAN FOR ELIGIBLE EMPLOYEES.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04948188
IRS990/BenefitsToMembersGrp/TotalAmt04948188
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03147310000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011250 HUNTER DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRIDGETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0630442306
IRS990/BusinessRlnWithFamMemInd00
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IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt025000
IRS990/CashNonInterestBearingGrp/EOYAmt025000
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0516770
IRS990/ContractorCompensationGrp/CompensationAmt1439021
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01831 CHESTNUT STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1501 PENNSYLVANIA PKWY STE 400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd146280
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ANTHEM BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1TWIN CITY FIRE INSURANCE COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1STOP LOSS INSURANCE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04948188
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt022074
IRS990/CYOtherExpensesAmt0956250
IRS990/CYOtherRevenueAmt0956
IRS990/CYProgramServiceRevenueAmt05676549
IRS990/CYRevenuesLessExpensesAmt0-204859
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05904438
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05699579
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE WELFARE PLAN IS ESTABLISHED BY HUNTER ENGINEERING COMPANY TO PROVIDE HEALTH INSURANCE FOR ITS APPROXIMATELY 682 ENROLLEES WHO MEET THE SERVICE AND OTHER REQUIREMENTS DESCRIBED IN THE WELFARE BENEFIT PLAN ADOPTED BY THE COMPANY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt05387209
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0516770
IRS990/FeesForServicesManagementGrp/TotalAmt0516770
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN BRAUER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05699579
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0439021
IRS990/InsuranceGrp/TotalAmt0439021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022074
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt022074
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0738753
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0737255
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE TRUST PROVIDES HEALTH BENEFITS FOR EMPLOYEES OF HUNTER ENGINEERING COMPANY AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02264299
IRS990/NetAssetsOrFundBalancesEOYAmt02057942
IRS990/NetUnrelatedBusTxblIncmAmt021074
IRS990/NetUnrlzdGainsLossesInvstAmt0-1498
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0459
IRS990/OfficeExpensesGrp/TotalAmt0459
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0956
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0956
IRS990/OtherRevenueTotalAmt0956
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL CROWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER & EMPLOYEE CO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05676549
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04518214
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0952901
IRS990/PYOtherRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05471115
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05108628
IRS990/ReconcilationRevenueExpnssAmt0-204859
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05677505
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02264299
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02057942
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01500546
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01134493
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt037356
IRS990ScheduleD/ExpensesSubtotalAmt05867082
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1498
IRS990ScheduleD/OtherExpensesNotIncludedAmt037356
IRS990ScheduleD/OtherRevenuesNotIncludedAmt037356
IRS990ScheduleD/RevenueNotReportedAmt0-1498
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt037356
IRS990ScheduleD/RevenueSubtotalAmt05662223
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ISSUED ITS LATEST DETERMINATION LETTER ON AUGUST 4, 1992, WHICH STATED THAT THE PLAN AND ITS UNDERLYING TRUST QUALIFY UNDER THE APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES. THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REFUNDS/REIMBURSEMENTS RECLASSED TO INCOME 37,356.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REFUNDS/REIMBURSEMENTS RECLASSED TO INCOME 37,356.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05904438
IRS990ScheduleD/TotalRevenuePerForm990Amt05699579
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05660725
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05867082
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT, AS SOLE DIRECTOR OF HUNTER ENGINEERING COMPANY WELFARE PLAN TRUST 1, HAS DELEGATED THE RESPONSIBILITY OF THE PLAN MANAGEMENT TO THE VICE PRESIDENT OF FINANCE, THE DIRECTOR OF HUMAN RESOURCES, AND THE CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WELFARE PLAN TRUST IS THE HOLDING ENTITY FOR FUNDS CONTRIBUTED BY HUNTER ENGINEERING COMPANY AND COVERED EMPLOYEES FOR PAYMENT OF THEIR MEDICAL BENEFITS. THE CONTRIBUTION AMOUNTS ARE DETERMINED BY HUNTER ENGINEERING BASED ON HISTORICAL DATA AND PROJECTIONS BY THIRD PARTY CONSULTANTS. INDEPENDENT AGENCIES HANDLE ALL CLAIMS PAYMENTS AND INVESTMENT OF FUNDS. ONCE THE CONTRIBUTION AMOUNTS ARE SET, THERE IS NO NEED FOR FURTHER OVERSIGHT OR COMMITTEE MEETINGS. CLAIMS ARE PAID IN ACCORDANCE WITH PLAN DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REFER TO LINE 8A EXPLANATION ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM ON THE BASIS OF THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE BOARD AND/OR ITS DELEGATES. A COPY OF THE 990 IS PROVIDED TO THE VICE PRESIDENT OF FINANCE AND THE DIRECTOR OF HUMAN RESOURCES OF HUNTER ENGINEERING COMPANY FOR REVIEW. QUESTIONS AND/OR CONCERNS ARE ADDRESSED AS MAY BE NEEDED. FORM 990 IS THEN SUBMITTED TO IRS FOR PROCESSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL PLAN PARTICIPANTS ARE PROVIDED AN ANNUAL STATEMENT DETAILING THE CHANGES TO THE PLAN ALONG WITH CERTAIN FINANCIAL INFORMATION AND INSTRUCTIONS ON HOW TO OBTAIN ADDITIONAL DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990/TaxablePartyNotificationInd00
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL CROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT, FINANCE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:16:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431001367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SMITH WALLACE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03149831200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02018-11-13T17:20:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,057,942
Liabilities
$0
Net assets
$2,057,942
Revenue
$5,699,579
Expenses
$5,904,438
Net income
-$204,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$7.06$9.13$2.07
2018Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$7.16$7.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$5.70$5.90$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$5.11$5.47$0.36
2015Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$4.91$4.57$0.34
2014Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$4.78$4.90$0.12
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$5.07$4.19$0.89
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$3.87$4.78$0.91
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$3.05$3.29$0.24