Civic Intelligence

Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan

990 • Fiscal year 2024 • EIN 46-5243652

Jun 01, 2023 to May 31, 2024 • Filed on Mar 31, 2025

Organization ProfileWWW.CHICAGOLABORERSFUNDS.COM

View Organization Page

11465 W Cermak RoadWestchester, IL 60154-5768

(708) 562-0200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.02x

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

2024 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

2024 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

96th percentile

$673,476

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2024 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

82nd percentile

15%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

5.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$771,101,679

Up $102,792,200 (+15%) from 2023

Net Assets

Up

$768,463,272

Up $104,792,855 (+16%) from 2023

Liabilities

Down

$2,638,407

Down $2,000,655 (-43%) from 2023

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin77th percentile

Revenue

Up

$141,403,352

Up $6,716,130 (+5.0%) from 2023

Expenses

Up

$107,157,335

Up $10,546,239 (+11%) from 2023

Net Income

Down

$34,246,017

Down $3,830,109 (-10%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800M$600M$400M$200M$0Assets 2015: $219,735,602Liabilities 2015: $13,393,085Net Assets 2015: $206,342,5172015Assets 2016: $258,023,541Liabilities 2016: $15,407,376Net Assets 2016: $242,616,1652016Assets 2017: $317,480,075Liabilities 2017: $18,234,145Net Assets 2017: $299,245,9302017Assets 2018: $377,224,612Liabilities 2018: $14,878,637Net Assets 2018: $362,345,9752018Assets 2019: $430,831,621Liabilities 2019: $17,343,448Net Assets 2019: $413,488,1732019Assets 2020: $510,881,234Liabilities 2020: $17,581,684Net Assets 2020: $493,299,5502020Assets 2021: $658,586,516Liabilities 2021: $17,440,190Net Assets 2021: $641,146,3262021Assets 2022: $638,454,439Liabilities 2022: $6,176,251Net Assets 2022: $632,278,1882022Assets 2023: $668,309,479Liabilities 2023: $4,639,062Net Assets 2023: $663,670,4172023Assets 2024: $771,101,679Liabilities 2024: $2,638,407Net Assets 2024: $768,463,2722024

Highlighted filing

2024

Assets$771,101,679
Liabilities$2,638,407
Net Assets$768,463,272
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$150M$100M$50M$0Revenue 2015: $89,821,680Expenses 2015: $53,591,639Net Income 2015: $36,230,0412015Revenue 2016: $96,242,453Expenses 2016: $53,869,918Net Income 2016: $42,372,5352016Revenue 2017: $104,045,901Expenses 2017: $58,296,451Net Income 2017: $45,749,4502017Revenue 2018: $113,749,942Expenses 2018: $60,136,542Net Income 2018: $53,613,4002018Revenue 2019: $131,236,082Expenses 2019: $64,915,628Net Income 2019: $66,320,4542019Revenue 2020: $127,669,518Expenses 2020: $66,956,723Net Income 2020: $60,712,7952020Revenue 2021: $137,045,149Expenses 2021: $75,203,558Net Income 2021: $61,841,5912021Revenue 2022: $130,888,796Expenses 2022: $91,445,808Net Income 2022: $39,442,9882022Revenue 2023: $134,687,222Expenses 2023: $96,611,096Net Income 2023: $38,076,1262023Revenue 2024: $141,403,352Expenses 2024: $107,157,335Net Income 2024: $34,246,0172024

Highlighted filing

2024

Revenue$141,403,352
Expenses$107,157,335
Net Income$34,246,017
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 31, 2025
Return Version
2023v6.0
Gross Receipts
$312,904,859
Mission and Program Overview

Mission

The plan provides health, prescription, dental, vision to all eligible retiree participants and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$663,670,417$768,463,272▲ $104,792,855
Investments Other Securities$633,602,047$726,305,897▲ $92,703,850
Accounts Receivable$22,117,691$25,054,284▲ $2,936,593
Savings and Temporary Cash Investments$9,902,429$11,244,788▲ $1,342,359
Cash and Non-Interest-Bearing Accounts$-585,633$5,390,946▲ $5,976,579
Land, Buildings, and Equipment, Net$1,048,404$898,676▼ $149,728
Prepaid Expenses and Deferred Charges$143,789$192,034▲ $48,245
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$668,309,479$771,101,679▲ $102,792,200
Other Assets Total$2,080,752$2,015,054▼ $65,698
Liabilities
Other Liabilities$4,032,041$2,095,839▼ $1,936,202
Accounts Payable and Accrued Expenses$607,021$542,568▼ $64,453
Total Liabilities$4,639,062$2,638,407▼ $2,000,655
Net Assets / Fund Balance
Total Net Assets Fund Balance$663,670,417$768,463,272▲ $104,792,855
Total Liabilities and Net Assets / Fund Balance$668,309,479$771,101,679▲ $102,792,200

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$890,409$1,411,169$2,301,578
Other Land Buildings$8,267$16,091$24,358
Other Securities$69,495,880--
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Clifton HornTrustee
David LorigTrustee
Dennis MartinTrustee
Frank TafforaTrustee
James ConnollyTrustee
Joseph HealyTrustee
Kevin CamosyTrustee
Loyd VaughnTrustee
Martin FlanaganTrustee
Richard KuczkowskiTrustee
Samuel HendersonTrustee
William GallagherTrustee
William Martin - PastTrustee
Catherine WenskusAdministrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Zelis Payment Holdings LLCPayment Processing570 CARILLON PKWY, St Petersburg, FL 33716$291,535
Ullico Investment AdvisorsInvestment Fees8403 COLESVILLE RD, Silver Springs, MD 20910$251,392
Loomis Sayles & CompanyInvestment FeesONE FINANCIAL CENTER, Boston, MA 02111$235,542
Vitech Systems Group INCSystem Software401 PARK AVE S, New York, NY 10016$223,088
Legacy ProfessionalsllpAccounting ServicesONE WESTBROOK CORPORATE CENTER STE, Westchester, IL 60154$206,761
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$131,196,957
Investment Income
$10,146,020
Other Revenue
$60,375
Change in Net Assets
$34,246,017

Audited Revenue Reconciliation

Revenue per Audited Statements
$140,474,113
Revenue Not Reported on Financial Statements
$929,239
Revenue Not Reported on Form 990
$70,546,838
Total Revenue per Audited Statements
$211,020,951
Total Revenue per Form 990
$141,403,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,104,597
Other Expenses$2,822,557
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$100,230,181
Other Salaries and Wages---$2,182,638
Fees for Service Investment Mgmnt Fees---$929,239
Pension Plan Contributions---$899,191
Other Employee Benefits---$853,537
Office Expenses---$494,276
Information Technology---$283,781
Fees for Services Accounting---$252,986
Depreciation Depletion---$251,548
Fees for Services Other---$212,828
Occupancy---$174,714
Payroll Taxes---$169,231
Insurance---$88,561
Fees for Services Legal---$86,172
Other Expenses---$4,973
Total Functional Expenses$0$0$0$107,157,335

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$107,157,335
Expenses per Audited Statements$106,228,096
Total Expenses per Audited Statements$106,228,096
Expenses Not Reported on Financial Statements$929,239
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
Liability for Fund Office Staff Pension Plan$2,095,839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The board authorizes the administrator, catherine wenskus, to review and approve the form 990 prior to the date that filing occurs with the irs.”

Form 990, Part VI, Section B, Line 12

“The plan's legal counsel informs the board of trustees of their fiduciary obligation and what constitutes a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The board of trustees determine and approve the salary for the office employees and the administrator, catherine wenskus. Beginning january 1, 2017, the administrator and employees' salaries are paid by the chicago & vicinity laborers' district council pension plan.”

Form 990, Part VI, Section C, Line 19

“Participants of the plan may request governing and other policy documents upon request or they may access certain documents from the plan's website.”

FORM 990, PART VII, SECTION A:

“Beginning january 1, 2017 salaries for the administrator and employees are paid by the chicago & vicinity laborers' district council pension plan (pension plan). The salaries paid by the pension plan are allocated to and reimbursed by the plan, the chicago & vicinity laborers' district council health & welfare plan, and the chicago & vicinity laborers' district council fund office staff pension plan. The amounts reported in part vii represent the reportable compensation for the calendar year end that falls within the plan's fiscal year end.”

Filing and Contact Details

Filer

Filer Name
CHICAGO & VICINITY LABORERS' DISTRICT
EIN
46-5243652
Phone
7085620200
Address
11465 W CERMAK ROAD, WESTCHESTER, IL 60154-5768

Signing Officer

Name
Catherine Wenskus
Title
Administrator
Phone
7085620200
Signed
2025-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Wenskus
Formed
2014
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Craig Resch
Phone
3123680500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in pension liaiblity 1,936,202.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan 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 tax authorities. The plan was subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in accrued pension liability 1,936,202.”

Raw XML AppendixShowing 400 of 4,005 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0466325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1463919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2369427
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3349565
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4199056
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5194432
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6240867
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13256068
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1192942
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0170308565
IRS990/GrossReceiptsAmt0312904859
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0283781
IRS990/InsuranceGrp/TotalAmt088561
IRS990/InvestmentIncomeGrp/ExclusionAmt011338962
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011338962
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0633602047
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0726305897
IRS990/IRPDocumentCnt01438
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01427260
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01048404
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0898676
IRS990/LandBldgEquipCostOrOtherBssAmt02325936
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0171501507
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH, PRESCRIPTION, DENTAL, VISION TO ALL ELIGIBLE RETIREE PARTICIPANTS AND DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0663670417
IRS990/NetAssetsOrFundBalancesEOYAmt0768463272
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1192942
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1192942
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt068610636
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0174714
IRS990/OfficeExpensesGrp/TotalAmt0494276
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02080752
IRS990/OtherAssetsTotalGrp/EOYAmt02015054
IRS990/OtherChangesInNetAssetsAmt01936202
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0853537
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/Desc1GENERAL EXPENSES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE EDUCATION AND
IRS990/OtherExpensesGrp/Desc3401(K) PLAN ADMINISTRAT
IRS990/OtherExpensesGrp/TotalAmt018746
IRS990/OtherExpensesGrp/TotalAmt112854
IRS990/OtherExpensesGrp/TotalAmt211879
IRS990/OtherExpensesGrp/TotalAmt34973
IRS990/OtherLiabilitiesGrp/BOYAmt04032041
IRS990/OtherLiabilitiesGrp/EOYAmt02095839
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICES REIMBURSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt060375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060375
IRS990/OtherRevenueTotalAmt060375
IRS990/OtherSalariesAndWagesGrp/TotalAmt02182638
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0169231
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0899191
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0143789
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0192034
IRS990/PrincipalOfficerNm0CATHERINE WENSKUS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE MEDICAL PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc3GOVERNMENT DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc4LIQUIDATED DAMAGES - DELINQUENT C
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0106650628
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114173544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27890885
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32275000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4150497
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0106650628
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114173544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27890885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32275000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4150497
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt090350540
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07999762
IRS990/PYOtherExpensesAmt02454073
IRS990/PYOtherRevenueAmt061031
IRS990/PYProgramServiceRevenueAmt0126626429
IRS990/PYRevenuesLessExpensesAmt038076126
IRS990/PYSalariesCompEmpBnftPaidAmt03806483
IRS990/PYTotalExpensesAmt096611096
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0134687222
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt034246017
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0663670417
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0768463272
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09902429
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011244788
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0890409
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01411169
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02301578
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0929239
IRS990ScheduleD/ExpensesSubtotalAmt0106228096
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0929239
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0929239
IRS990ScheduleD/NetUnrealizedGainsInvstAmt068610636
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08267
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016091
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt024358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02095839
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR FUND OFFICE STAFF PENSION PLAN
IRS990ScheduleD/OtherRevenueAmt01936202
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0656810017
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt169495880
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt070546838
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0929239
IRS990ScheduleD/RevenueSubtotalAmt0140474113
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN WAS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN ACCRUED PENSION LIABILITY 1,936,202.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0898676
IRS990ScheduleD/TotalBookValueSecuritiesAmt0726305897
IRS990ScheduleD/TotalExpensesPerForm990Amt0107157335
IRS990ScheduleD/TotalLiabilityAmt02095839
IRS990ScheduleD/TotalRevenuePerForm990Amt0141403352
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0211020951
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106228096
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$771,101,679
Liabilities
$2,638,407
Net assets
$768,463,272
Revenue
$141,403,352
Expenses
$107,157,335
Net income
$34,246,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$771$2.64$768$141$107$34.2
2023Detailed filing. Detailed filing data is available for this year.$668$4.64$664$135$96.6$38.1
2022Detailed filing. Detailed filing data is available for this year.$638$6.18$632$131$91.4$39.4
2021Detailed filing. Detailed filing data is available for this year.$659$17.4$641$137$75.2$61.8
2020Summary only. Only limited summary data is available for this year.$511$17.6$493$128$67.0$60.7
2019Detailed filing. Detailed filing data is available for this year.$431$17.3$413$131$64.9$66.3
2018Detailed filing. Detailed filing data is available for this year.$377$14.9$362$114$60.1$53.6
2017Detailed filing. Detailed filing data is available for this year.$317$18.2$299$104$58.3$45.7
2016Detailed filing. Detailed filing data is available for this year.$258$15.4$243$96.2$53.9$42.4
2015Detailed filing. Detailed filing data is available for this year.$220$13.4$206$89.8$53.6$36.2