Civic Intelligence

Iron Workers Locals 549 & 550 Medical & Benefit Fund

990 • Fiscal year 2016 • EIN 51-0168650

Apr 01, 2015 to Mar 31, 2016 • Filed on Dec 07, 2016

Organization ProfileWWW.IW549-550BENEFITS.ORG

View Organization Page

700 Tower Drive Suite 300Troy, MI 48098

(248) 813-9800

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

7th percentile

-32%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

70th percentile

$126,962

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

12th percentile

-17%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-12%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$11,632,700

Down $2,335,310 (-17%) from 2015

Net Assets

Down

$11,500,654

Down $2,337,490 (-17%) from 2015

Liabilities

Up

$132,046

Up $2,180 (+1.7%) from 2015

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin7th percentile

Revenue

Down

$7,023,013

Down $975,111 (-12%) from 2015

Expenses

Down

$9,273,351

Down $355,176 (-3.7%) from 2015

Net Income

Down

-$2,250,338

Down $619,935 (-38%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2009: $13,197,992Liabilities 2009: $269,583Net Assets 2009: $12,928,4092009Assets 2011: $15,326,476Liabilities 2011: $185,604Net Assets 2011: $15,140,8722011Assets 2012: $15,742,191Liabilities 2012: $102,530Net Assets 2012: $15,639,6612012Assets 2013: $15,842,722Liabilities 2013: $120,957Net Assets 2013: $15,721,7652013Assets 2014: $15,784,011Liabilities 2014: $169,084Net Assets 2014: $15,614,9272014Assets 2015: $13,968,010Liabilities 2015: $129,866Net Assets 2015: $13,838,1442015Assets 2016: $11,632,700Liabilities 2016: $132,046Net Assets 2016: $11,500,6542016Assets 2017: $10,221,070Liabilities 2017: $151,141Net Assets 2017: $10,069,9292017Assets 2018: $9,610,557Liabilities 2018: $89,117Net Assets 2018: $9,521,4402018Assets 2019: $10,888,491Liabilities 2019: $150,291Net Assets 2019: $10,738,2002019Assets 2020: $11,681,392Liabilities 2020: $179,171Net Assets 2020: $11,502,2212020Assets 2021: $12,782,578Liabilities 2021: $154,179Net Assets 2021: $12,628,3992021Assets 2022: $13,260,484Liabilities 2022: $153,768Net Assets 2022: $13,106,7162022Assets 2023: $13,711,104Liabilities 2023: $128,196Net Assets 2023: $13,582,9082023Assets 2024: $15,535,045Liabilities 2024: $1,740,848Net Assets 2024: $13,794,1972024Assets 2025: $17,203,695Liabilities 2025: $1,759,590Net Assets 2025: $15,444,1052025

Highlighted filing

2016

Assets$11,632,700
Liabilities$132,046
Net Assets$11,500,654
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2009: $8,466,401Expenses 2009: $7,668,264Net Income 2009: $798,1372009Revenue 2011: $7,310,170Expenses 2011: $6,961,244Net Income 2011: $348,9262011Revenue 2012: $7,655,362Expenses 2012: $6,981,936Net Income 2012: $673,4262012Revenue 2013: $7,661,236Expenses 2013: $7,585,944Net Income 2013: $75,2922013Revenue 2014: $8,447,801Expenses 2014: $8,391,355Net Income 2014: $56,4462014Revenue 2015: $7,998,124Expenses 2015: $9,628,527Net Income 2015: -$1,630,4032015Revenue 2016: $7,023,013Expenses 2016: $9,273,351Net Income 2016: -$2,250,3382016Revenue 2017: $8,369,531Expenses 2017: $9,869,967Net Income 2017: -$1,500,4362017Revenue 2018: $9,502,325Expenses 2018: $10,036,417Net Income 2018: -$534,0922018Revenue 2019: $11,323,448Expenses 2019: $10,182,230Net Income 2019: $1,141,2182019Revenue 2020: $10,960,542Expenses 2020: $10,058,717Net Income 2020: $901,8252020Revenue 2021: $9,826,274Expenses 2021: $9,285,176Net Income 2021: $541,0982021Revenue 2022: $11,059,495Expenses 2022: $10,408,508Net Income 2022: $650,9872022Revenue 2023: $10,746,923Expenses 2023: $9,892,207Net Income 2023: $854,7162023Revenue 2024: $12,445,760Expenses 2024: $11,496,226Net Income 2024: $949,5342024Revenue 2025: $12,689,971Expenses 2025: $10,585,272Net Income 2025: $2,104,6992025

Highlighted filing

2016

Revenue$7,023,013
Expenses$9,273,351
Net Income-$2,250,338
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Dec 7, 2016
Return Version
2015v2.1
Gross Receipts
$24,789,352
Mission and Program Overview

Mission

The trust is created, established and maintained, (and the trustees agree to receive, hold, and administer), to provide benefits for members and their beneficiaries in accordance with the plan document.

To provide accident, hospital, medical, surgical, disability, dental, prescription and death benefits to eligible members of iron workers locals 549 & 550 and their spouses and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,838,144$11,500,654▼ $2,337,490
Investments in Publicly Traded Securities$10,949,588$8,545,276▼ $2,404,312
Savings and Temporary Cash Investments$2,291,724$1,553,755▼ $737,969
Cash and Non-Interest-Bearing Accounts$156,816$924,403▲ $767,587
Accounts Receivable$507,469$544,530▲ $37,061
Prepaid Expenses and Deferred Charges$10,457$9,054▼ $1,403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$13,968,010$11,632,700▼ $2,335,310
Other Assets Total$51,956$55,682▲ $3,726
Liabilities
Accounts Payable and Accrued Expenses$129,866$132,046▲ $2,180
Total Liabilities$129,866$132,046▲ $2,180
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,838,144$11,500,654▼ $2,337,490
Total Liabilities and Net Assets / Fund Balance$13,968,010$11,632,700▼ $2,335,310
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseOtherTotal
Theron HodgeEmployee Trustee$6,203-$6,203
William Sherer IiCo-chairman/employee Trust$4,693$4,693$4,693
Kelly DierkesEmployee Trustee$2,134-$2,134
John LitmanAlt. Emplyee Trustee$1,400-$1,400
Kristofer ForbesEmployee Trustee$1,179-$1,179

Board Members and Trustees

NameTitle
Bengy SwansonCo-chairman/employee Trust
Keith HughesFormer Co Chairman/employe
Rick MossEmployee Trustee
Brian SelinksyEmployer Trustee
John HumpeEmployer Trustee
John SelinskyEmployer Trustee
Kim CarfagnaEmployer Trustee
Thomas ListonEmployer Trustee
Keith LepageSecretary/ Employer Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Humana Health InsuranceMedical Insurance Administration FeesPO BOX 514, Carol Stram, IL 60132$1,596,803
Benesys INCAdministration Fees700 TOWER DRIVE SUITE 300, Troy, MI 48098$309,964
AnthemMedical Insurance Administration FeesPO BOX 951254, Cleveland, OH 44193$301,364
Hcc Life Insurance CoStop Loss InsurancePO BOX 402032, Atlanta, GA 30384$231,492
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,852,633
Investment Income
$169,532
Other Revenue
$848
Change in Net Assets
$-2,250,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,983,503
Revenue Not Reported on Financial Statements
$39,510
Revenue Not Reported on Form 990
$-87,152
Total Revenue per Audited Statements
$6,896,351
Total Revenue per Form 990
$7,023,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$997,957
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---$8,275,394
Fees for Services Other---$763,042
Fees for Service Investment Mgmnt Fees---$39,510
Fees for Services Accounting---$36,712
Office Expenses---$31,541
Conferences and Meetings---$27,946
Fees for Services Legal---$19,559
Insurance---$17,074
Other Expenses---$5,089
Total Functional Expenses$0$0$0$9,273,351

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,273,351
Expenses per Audited Statements$9,233,841
Total Expenses per Audited Statements$9,233,841
Expenses Not Reported on Financial Statements$39,510
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
Annual disclosure for covered persons
Yes
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
Yes
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 trustees for the fund engaged benesys inc to provide administrative services for the plan effective 4/1/10. Effective september 30, 2016, the plan terminated its relationship with its third party administrator, benesys. The plan's new third party administrator, central data services, assumed responsibility of the plan on october 1, 2016.”

Form 990, Part VI, Section B, Line 11

“The completed 990, in draft version, is emailed to all governing body members prior to its finalization. Any questions, comments, and concerns are discussed and resolved prior to the filing of the return.”

Form 990, Part VI, Section B, Line 12C

“Any director, principal officer, trustee or administrator of the organization has a duty to disclose the existence of any financial interest and is given the opportunity to disclose all material facts to the governing board. The governing board then discusses and votes upon the determination of a conflict of interest. If the board believes that an actual or possible conflict was not disclosed and upon further explanation determines that there was a failure to disclose, appropriate disciplinary and corrective action will be taken. Each director, principal officer, trustee or administrator of the governing board is required to sign an annual statement. Periodic reviews will also be conducted which may include the use of outside experts.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are not available to the public.”

Form 990, Part VII

“Bengy swanson - 2350 main street, wheeling, wv 26003. William sherer ii - 618 high avenue nw, canton, oh 44703. Kelly dierkes - 45565 sr 78, woodsfield, oh 43793. Kristofer forbes - 229 blacks run road, core, wv 26541. Theron hodge - 618 high avenue nw, canton, oh 44703. Rick moss - 618 high avenue nw, canton, oh 44703. Keith lepage - po box 8444, canton, oh 44711. John humpe - 1b-31 kingsdale road, steubenville, oh 43952. John selinsky - 7778 hearthstone avenue nw, north canton, oh 44720. Brian selinksy - 2009 quimby avenue sw, canton, oh 44706. Kim carfagna - 200 gc & p road, po box 6253, wheeling, wv 26003. Thomas liston - 210 washington, po box 490, dravosburg, pa 15034.”

Filing and Contact Details

Filer

Filer Name
Iron Workers Locals 549 & 550
EIN
51-0168650
Phone
2488139800
Address
700 TOWER DRIVE SUITE 300, TROY, MI 48098

Signing Officer

Name
Bengy Swanson
Title
Co-chairman of the Board
Phone
3042322660
Signed
2016-12-07

Organization Details

Principal Officer
Bengy Swanson
Formed
1975
Legal Domicile
Wv
Voting Board Members
13
Independent Board Members
7
Employees
13
Volunteers
0

Preparer

Firm
Wilson Kozicki & Gwynn Pllc
Address
32 TWENTIETH STREET SUITE 300, WHEELING, WV 26003
Preparer
Nancy J Gwynn CPA
Phone
3042322280
Raw XML AppendixShowing 400 of 535 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/Desc0THE IRON WORKERS LOCALS 549 & 550 MEDICAL & BENEFIT PLAN IS A DEFINED BENEFIT HEALTH AND WELFARE PLAN THAT PROVIDES BENEFITS TO ELIGIBLE MEMBERS OF IRON WORKERS LOCALS 549 AND 550 WHO HAVE COMPLETED THE REQUIRED SERVICE HOURS FOR AN EMPLOYER WHO IS SUBJECT TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRONWORKERS LOCALS UNIONS 549 AND 550 AND THE OHIO VALLEY CONSTRUCTION EMPLOYERS COUNCIL INC AND THE STRUCTURAL CONTRACTORS AND INDEPENDENT EMPLOYERS ASSOCIATION OF CANTON OHIO. THE PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DISABILITY, DENTAL, PRESCRIPTION AND DEATH BENEFITS COVERING APPROXIMATELY 928 ELIGIBLE MEMBERS AND THEIR SPOUSES AND DEPENDENTS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt121400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN/EMPLOYEE TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN/EMPLOYEE TRUST
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/ EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALT. EMPLYEE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER CO CHAIRMAN/EMPLOYE
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-128294
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt024789352
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED, (AND THE TRUSTEES AGREE TO RECEIVE, HOLD AND ADMINISTER), TO PROVIDE BENEFITS FOR MEMBERS AND THEIR BENEFICIARIES IN ACCORDANCE WITH THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013838144
IRS990/NetAssetsOrFundBalancesEOYAmt011500654
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-87152
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt031541
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt055682
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt057484
IRS990/OtherExpensesGrp/TotalAmt15089
IRS990/OtherRevenueMiscGrp/BusinessCd0525120
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0848
IRS990/OtherRevenueTotalAmt0848
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010457
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09054
IRS990/PrincipalOfficerNm0BENGY SWANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525120
IRS990/ProgramServiceRevenueGrp/BusinessCd1525120
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE AND MEMBER SELF-PAY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11229422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05623211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11229422
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt08488548
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01139979
IRS990/PYOtherRevenueAmt0531
IRS990/PYProgramServiceRevenueAmt07396758
IRS990/PYRevenuesLessExpensesAmt0-1630403
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09628527
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07998124
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2250338
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013838144
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011500654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02291724
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01553755
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt039510
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IRS990ScheduleD/RevenueNotReportedAmt0-87152
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039510
IRS990ScheduleD/RevenueSubtotalAmt06983503
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09273351
IRS990ScheduleD/TotalRevenuePerForm990Amt07023013
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06896351
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09233841
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt046544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt181234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt276405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt341388
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt222922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt325729
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt216665
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt38334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt14693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07874
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt37000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BENGY SWANSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM SHERER II
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RICK MOSS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KEITH HUGHES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CO-CHAIRMAN/EMPLOYEE TRUST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CO-CHAIRMAN/EMPLOYEE TRUST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FORMER CO CHAIRMAN/EMPLOYE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt14693
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt092636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1122269
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2115992
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt382451
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES FOR THE FUND ENGAGED BENESYS INC TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN EFFECTIVE 4/1/10. EFFECTIVE SEPTEMBER 30, 2016, THE PLAN TERMINATED ITS RELATIONSHIP WITH ITS THIRD PARTY ADMINISTRATOR, BENESYS. THE PLAN'S NEW THIRD PARTY ADMINISTRATOR, CENTRAL DATA SERVICES, ASSUMED RESPONSIBILITY OF THE PLAN ON OCTOBER 1, 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED 990, IN DRAFT VERSION, IS EMAILED TO ALL GOVERNING BODY MEMBERS PRIOR TO ITS FINALIZATION. ANY QUESTIONS, COMMENTS, AND CONCERNS ARE DISCUSSED AND RESOLVED PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY DIRECTOR, PRINCIPAL OFFICER, TRUSTEE OR ADMINISTRATOR OF THE ORGANIZATION HAS A DUTY TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE GOVERNING BOARD. THE GOVERNING BOARD THEN DISCUSSES AND VOTES UPON THE DETERMINATION OF A CONFLICT OF INTEREST. IF THE BOARD BELIEVES THAT AN ACTUAL OR POSSIBLE CONFLICT WAS NOT DISCLOSED AND UPON FURTHER EXPLANATION DETERMINES THAT THERE WAS A FAILURE TO DISCLOSE, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. EACH DIRECTOR, PRINCIPAL OFFICER, TRUSTEE OR ADMINISTRATOR OF THE GOVERNING BOARD IS REQUIRED TO SIGN AN ANNUAL STATEMENT. PERIODIC REVIEWS WILL ALSO BE CONDUCTED WHICH MAY INCLUDE THE USE OF OUTSIDE EXPERTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BENGY SWANSON - 2350 MAIN STREET, WHEELING, WV 26003. WILLIAM SHERER II - 618 HIGH AVENUE NW, CANTON, OH 44703. KELLY DIERKES - 45565 SR 78, WOODSFIELD, OH 43793. KRISTOFER FORBES - 229 BLACKS RUN ROAD, CORE, WV 26541. THERON HODGE - 618 HIGH AVENUE NW, CANTON, OH 44703. RICK MOSS - 618 HIGH AVENUE NW, CANTON, OH 44703. KEITH LEPAGE - PO BOX 8444, CANTON, OH 44711. JOHN HUMPE - 1B-31 KINGSDALE ROAD, STEUBENVILLE, OH 43952. JOHN SELINSKY - 7778 HEARTHSTONE AVENUE NW, NORTH CANTON, OH 44720. BRIAN SELINKSY - 2009 QUIMBY AVENUE SW, CANTON, OH 44706. KIM CARFAGNA - 200 GC & P ROAD, PO BOX 6253, WHEELING, WV 26003. THOMAS LISTON - 210 WASHINGTON, PO BOX 490, DRAVOSBURG, PA 15034.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,632,700
Liabilities
$132,046
Net assets
$11,500,654
Revenue
$7,023,013
Expenses
$9,273,351
Net income
-$2,250,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.2$1.76$15.4$12.7$10.6$2.10
2024Detailed filing. Detailed filing data is available for this year.$15.5$1.74$13.8$12.4$11.5$0.95
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.13$13.6$10.7$9.89$0.85
2022Detailed filing. Detailed filing data is available for this year.$13.3$0.15$13.1$11.1$10.4$0.65
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.15$12.6$9.83$9.29$0.54
2020Detailed filing. Detailed filing data is available for this year.$11.7$0.18$11.5$11.0$10.1$0.90
2019Detailed filing. Detailed filing data is available for this year.$10.9$0.15$10.7$11.3$10.2$1.14
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.09$9.52$9.50$10.0$0.53
2017Detailed filing. Detailed filing data is available for this year.$10.2$0.15$10.1$8.37$9.87$1.50
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.13$11.5$7.02$9.27$2.25
2015Detailed filing. Detailed filing data is available for this year.$14.0$0.13$13.8$8.00$9.63$1.63
2014Detailed filing. Detailed filing data is available for this year.$15.8$0.17$15.6$8.45$8.39$0.06
2013Summary only. Only limited summary data is available for this year.$15.8$0.12$15.7$7.66$7.59$0.08
2012Summary only. Only limited summary data is available for this year.$15.7$0.10$15.6$7.66$6.98$0.67
2011Summary only. Only limited summary data is available for this year.$15.3$0.19$15.1$7.31$6.96$0.35
2009Summary only. Only limited summary data is available for this year.$13.2$0.27$12.9$8.47$7.67$0.80