Civic Intelligence

Mo-Kan Iron Workers Welfare Fund

EIN 43-6051454 • 501(c)9 • Kansas City, MO

View Organization Page

Profile

Provide health and welfare benefits to participants

12200 N Ambassador DriveKansas City, MO 64163

n/A

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$38,903,192

Up $5,193,558 (+15%) from 2024

Liabilities

Up

$270,194

Up $7,967 (+3.0%) from 2024

Net Assets

Up

$38,632,998

Up $5,185,591 (+16%) from 2024

Operations
Liabilities / Revenue39th percentileNet Margin76th percentile

Revenue

Up

$23,750,287

Up $2,501,066 (+12%) from 2024

Expenses

Up

$19,137,323

Up $1,945,949 (+11%) from 2024

Net Income

Up

$4,612,964

Up $555,117 (+14%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$40M$30M$20M$10M$0Assets 2010: $28,034,274Liabilities 2010: $714,511Net Assets 2010: $27,319,7632010Assets 2011: $27,822,774Liabilities 2011: $680,420Net Assets 2011: $27,142,3542011Assets 2012: $27,571,925Liabilities 2012: $679,438Net Assets 2012: $26,892,4872012Assets 2013: $30,542,069Liabilities 2013: $888,585Net Assets 2013: $29,653,4842013Assets 2014: $33,614,828Liabilities 2014: $838,026Net Assets 2014: $32,776,8022014Assets 2015: $38,118,160Liabilities 2015: $1,768,889Net Assets 2015: $36,349,2712015Assets 2016: $35,202,648Liabilities 2016: $704,785Net Assets 2016: $34,497,8632016Assets 2017: $35,786,821Liabilities 2017: $576,861Net Assets 2017: $35,209,9602017Assets 2018: $33,560,130Liabilities 2018: $566,448Net Assets 2018: $32,993,6822018Assets 2019: $28,575,767Liabilities 2019: $669,626Net Assets 2019: $27,906,1412019Assets 2020: $30,764,651Liabilities 2020: $197,326Net Assets 2020: $30,567,3252020Assets 2021: $34,578,159Liabilities 2021: $427,791Net Assets 2021: $34,150,3682021Assets 2022: $33,911,969Liabilities 2022: $275,383Net Assets 2022: $33,636,5862022Assets 2023: $28,917,247Liabilities 2023: $368,919Net Assets 2023: $28,548,3282023Assets 2024: $33,709,634Liabilities 2024: $262,227Net Assets 2024: $33,447,4072024Assets 2025: $38,903,192Liabilities 2025: $270,194Net Assets 2025: $38,632,9982025

Highlighted filing

2025

Assets$38,903,192
Liabilities$270,194
Net Assets$38,632,998
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $13,726,9932010Expenses 2011: $13,402,5602011Expenses 2012: $12,954,0312012Expenses 2013: $11,852,2812013Revenue 2014: $16,454,082Expenses 2014: $12,789,990Net Income 2014: $3,664,0922014Revenue 2015: $15,607,272Expenses 2015: $13,100,547Net Income 2015: $2,506,7252015Revenue 2016: $14,624,888Expenses 2016: $14,828,048Net Income 2016: -$203,1602016Revenue 2017: $16,017,751Expenses 2017: $15,961,367Net Income 2017: $56,3842017Revenue 2018: $14,665,019Expenses 2018: $17,683,040Net Income 2018: -$3,018,0212018Revenue 2019: $14,894,929Expenses 2019: $18,277,166Net Income 2019: -$3,382,2372019Revenue 2020: $18,382,264Expenses 2020: $15,757,699Net Income 2020: $2,624,5652020Revenue 2021: $17,068,376Expenses 2021: $15,228,628Net Income 2021: $1,839,7482021Revenue 2022: $17,390,399Expenses 2022: $17,102,344Net Income 2022: $288,0552022Revenue 2023: $15,720,518Expenses 2023: $18,156,403Net Income 2023: -$2,435,8852023Revenue 2024: $21,249,221Expenses 2024: $17,191,374Net Income 2024: $4,057,8472024Revenue 2025: $23,750,287Expenses 2025: $19,137,323Net Income 2025: $4,612,9642025

Highlighted filing

2025

Revenue$23,750,287
Expenses$19,137,323
Net Income$4,612,964
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,903,192
Liabilities
$270,194
Net assets
$38,632,998
Revenue
$23,750,287
Expenses
$19,137,323
Net income
$4,612,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.27$38.6$23.8$19.1$4.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.26$33.4$21.2$17.2$4.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.9$0.37$28.5$15.7$18.2$2.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$0.28$33.6$17.4$17.1$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$0.43$34.2$17.1$15.2$1.84
2020Summary only. Only limited summary data is available for this year.$30.8$0.20$30.6$18.4$15.8$2.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.67$27.9$14.9$18.3$3.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.57$33.0$14.7$17.7$3.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.58$35.2$16.0$16.0$0.06
2016Detailed filing. Detailed filing data is available for this year.$35.2$0.70$34.5$14.6$14.8$0.20
2015Detailed filing. Detailed filing data is available for this year.$38.1$1.77$36.3$15.6$13.1$2.51
2014Detailed filing. Detailed filing data is available for this year.$33.6$0.84$32.8$16.5$12.8$3.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.5$0.89$29.7$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$0.68$26.9$13.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$0.68$27.1$13.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$0.71$27.3$13.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$47,673,369
Mission and Program Overview

Mission

Provide health and welfare benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,447,407$38,632,998▲ $5,185,591
Investments in Publicly Traded Securities$24,272,426$26,248,056▲ $1,975,630
Savings and Temporary Cash Investments$6,625,912$10,126,877▲ $3,500,965
Accounts Receivable$1,565,888$1,738,123▲ $172,235
Cash and Non-Interest-Bearing Accounts$743,687$368,638▼ $375,049
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$33,709,634$38,903,192▲ $5,193,558
Other Assets Total$501,721$421,498▼ $80,223
Liabilities
Other Liabilities$262,227$270,194▲ $7,967
Total Liabilities$262,227$270,194▲ $7,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,447,407$38,632,998▲ $5,185,591
Total Liabilities and Net Assets / Fund Balance$33,709,634$38,903,192▲ $5,193,558
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Daniel RoachTrustee
David E ColemanTrustee
Jeremy EzzellTrustee
Kevin KuritzTrustee
Lance ClaiborneTrustee
Rob CleavingerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,675,217
Investment Income
$1,828,489
Other Revenue
$1,246,581
Change in Net Assets
$4,612,964

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,647,363
Revenue Not Reported on Financial Statements
$102,924
Revenue Not Reported on Form 990
$572,627
Total Revenue per Audited Statements
$24,219,990
Total Revenue per Form 990
$23,750,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,347,585
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---$17,789,738
Fees for Services Other---$706,722
Fees for Services Management---$312,750
Fees for Service Investment Mgmnt Fees---$102,924
Fees for Services Legal---$99,503
Fees for Services Accounting---$44,083
Other Expenses---$5,691
Insurance---$3,495
Total Functional Expenses$0$0$0$19,137,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,137,323
Expenses per Audited Statements$19,034,399
Total Expenses per Audited Statements$19,034,399
Expenses Not Reported on Financial Statements$102,924
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$145,221
Due to Broker$124,973
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Wilson-mcshane corporation, a third-party administrator, was hired by the board of trustees to pay claims and handle day to day operations of the fund”

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

“A copy of the 990 was provided to all members of the board of trustees for their review prior to filing.”

Form 990, Part VI, Section C, Line 18

“The organization does not make its financial statements, governing documents, or other documents available to the public.”

Form 990, Part VI, Section C, Line 19

“The fund does not regularly provide such information to the public unless upon request. This information is for internal uses and for the use of participants of the fund.”

FORM 990, PART VII, SECTION A:

“Mo-kan iron workers welfare fund does not compensate trustees. Compensation paid by related tax-exempt organizations to trustees is reported to the internal revenue service on forms 990 for the following organizations: bridge structural & ornamental iron workers intl assn local 10 ein: 44-0297255 david e. Coleman roach kevin kuritz”

Filing and Contact Details

Filer

Filer Name
Mo-kan Iron Workers Welfare Fund
EIN
43-6051454
Phone
8167560278
Address
12200 N AMBASSADOR DRIVE, KANSAS CITY, MO 64163

Signing Officer

Name
Lance Claiborne
Title
Trustee
Phone
8167560278
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lance Claiborne
Formed
1963
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Stephanie H Jones
Phone
3146555500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Funds are received from the employers and are held in a joint account for 2-3 days and then are allocared to the various plans.”

PART X, LINE 2:

“In accordance with gaap, management is required to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. Management has analyzed the tax positions taken by the plan and has concluded that as of january 31, 2025 and 2024, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. Management believes the plan is no longer subject to income tax examinations for years prior to 2021. The plan is also subject to routine audits by the department of labor, generally for six years after the statutory due date of the annual information return. There are currently no audits in progress for any tax periods.”

Raw XML AppendixShowing 400 of 1,065 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/BOYAmt01565888
IRS990/AccountsReceivableGrp/EOYAmt01738123
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt017789738
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum08167562164
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012200 N AMBASSADOR DRIVE SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0641631200
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0743687
IRS990/CashNonInterestBearingGrp/EOYAmt0368638
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt017789738
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01828489
IRS990/CYOtherExpensesAmt01347585
IRS990/CYOtherRevenueAmt01246581
IRS990/CYProgramServiceRevenueAmt020675217
IRS990/CYRevenuesLessExpensesAmt04612964
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019137323
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt023750287
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt044083
IRS990/FeesForServicesLegalGrp/TotalAmt099503
IRS990/FeesForServicesManagementGrp/TotalAmt0312750
IRS990/FeesForServicesOtherGrp/TotalAmt0706722
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0102924
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID E COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL ROACH
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN KURITZ
IRS990/Form990PartVIISectionAGrp/PersonNm3LANCE CLAIBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm4JEREMY EZZELL
IRS990/Form990PartVIISectionAGrp/PersonNm5ROB CLEAVINGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0730754
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024653836
IRS990/GrossReceiptsAmt047673369
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt03495
IRS990/InvestmentIncomeGrp/ExclusionAmt01097735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01097735
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024272426
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026248056
IRS990/IRPDocumentCnt0589
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023923082
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033447407
IRS990/NetAssetsOrFundBalancesEOYAmt038632998
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0730754
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0730754
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0572627
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0421498
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc3PCORI/REINSURANCE FEES
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IRS990/OtherExpensesGrp/TotalAmt121879
IRS990/OtherExpensesGrp/TotalAmt29376
IRS990/OtherExpensesGrp/TotalAmt35691
IRS990/OtherLiabilitiesGrp/BOYAmt0262227
IRS990/OtherLiabilitiesGrp/EOYAmt0270194
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/Desc0REBATE INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01227336
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt119245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01227336
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119245
IRS990/OtherRevenueTotalAmt01246581
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LANCE CLAIBORNE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019490331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11184886
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019490331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11184886
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt015928234
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0700228
IRS990/PYOtherExpensesAmt01263140
IRS990/PYOtherRevenueAmt01094942
IRS990/PYProgramServiceRevenueAmt019454051
IRS990/PYRevenuesLessExpensesAmt04057847
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017191374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021249221
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04612964
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033447407
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038632998
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06625912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010126877
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0102924
IRS990ScheduleD/ExpensesSubtotalAmt019034399
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0102924
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0102924
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0572627
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0124973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1145221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt0572627
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0102924
IRS990ScheduleD/RevenueSubtotalAmt023647363
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCARED TO THE VARIOUS PLANS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JANUARY 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt019137323
IRS990ScheduleD/TotalLiabilityAmt0270194
IRS990ScheduleD/TotalRevenuePerForm990Amt023750287
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024219990
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019034399
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILSON-MCSHANE CORPORATION, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USES AND FOR THE USE OF PARTICIPANTS OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MO-KAN IRON WORKERS WELFARE FUND DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 EIN: 44-0297255 DAVID E. COLEMAN ROACH KEVIN KURITZ
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd660
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