Civic Intelligence

Laborers' National Health & Welfare Fund

EIN 52-1601994 • 501(c)9 • Washington, DC

Profile

To provide health and welfare benefits to eligible employees of employers obligated to contribute to the fund under collective bargaining agreements with the laborers' international union of north america (liuna) and liuna affiliates.

905 16th Street NW 3rd FloorWashington, DC 20006

n/A

Siviq Scores

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

Liabilities / Assets

54th percentile

0.05x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.11x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$913,740

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

6.9%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$80,775,062

Up $8,155,291 (+11%) from 2023

Liabilities

Up

$3,714,915

Up $3,394,920 (+1061%) from 2023

Net Assets

Up

$77,060,147

Up $4,760,371 (+6.6%) from 2023

Revenue

Up

$33,974,179

Up $2,191,457 (+6.9%) from 2023

Expenses

Up

$33,398,427

Up $1,601,728 (+5.0%) from 2023

Net Income

Up

$575,752

Up $589,729 (+4219%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $57,642,121Liabilities 2011: $523,257Net Assets 2011: $57,118,8642011Assets 2012: $69,436,000Liabilities 2012: $402,934Net Assets 2012: $69,033,0662012Assets 2013: $73,397,261Liabilities 2013: $381,054Net Assets 2013: $73,016,2072013Assets 2014: $76,194,351Liabilities 2014: $439,534Net Assets 2014: $75,754,8172014Assets 2015: $71,349,049Liabilities 2015: $537,240Net Assets 2015: $70,811,8092015Assets 2016: $70,839,781Liabilities 2016: $730,533Net Assets 2016: $70,109,2482016Assets 2017: $68,074,128Liabilities 2017: $324,440Net Assets 2017: $67,749,6882017Assets 2018: $65,505,856Liabilities 2018: $757,139Net Assets 2018: $64,748,7172018Assets 2019: $73,559,919Liabilities 2019: $389,688Net Assets 2019: $73,170,2312019Assets 2020: $76,322,934Liabilities 2020: $477,126Net Assets 2020: $75,845,8082020Assets 2021: $79,036,293Liabilities 2021: $472,724Net Assets 2021: $78,563,5692021Assets 2022: $67,544,557Liabilities 2022: $347,212Net Assets 2022: $67,197,3452022Assets 2023: $72,619,771Liabilities 2023: $319,995Net Assets 2023: $72,299,7762023Assets 2024: $80,775,062Liabilities 2024: $3,714,915Net Assets 2024: $77,060,1472024

Highlighted filing

2024

Assets$80,775,062
Liabilities$3,714,915
Net Assets$77,060,147

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $21,016,2782011Expenses 2012: $21,574,4962012Revenue 2013: $30,387,844Expenses 2013: $25,413,462Net Income 2013: $4,974,3822013Revenue 2014: $26,131,133Expenses 2014: $26,479,737Net Income 2014: -$348,6042014Revenue 2015: $28,370,693Expenses 2015: $31,437,538Net Income 2015: -$3,066,8452015Revenue 2016: $25,989,495Expenses 2016: $28,087,404Net Income 2016: -$2,097,9092016Revenue 2017: $28,404,726Expenses 2017: $33,715,565Net Income 2017: -$5,310,8392017Revenue 2018: $31,655,456Expenses 2018: $32,380,212Net Income 2018: -$724,7562018Revenue 2019: $33,257,779Expenses 2019: $31,372,316Net Income 2019: $1,885,4632019Revenue 2020: $31,901,031Expenses 2020: $34,268,265Net Income 2020: -$2,367,2342020Revenue 2021: $34,681,780Expenses 2021: $32,486,817Net Income 2021: $2,194,9632021Revenue 2022: $31,619,101Expenses 2022: $31,975,582Net Income 2022: -$356,4812022Revenue 2023: $31,782,722Expenses 2023: $31,796,699Net Income 2023: -$13,9772023Revenue 2024: $33,974,179Expenses 2024: $33,398,427Net Income 2024: $575,7522024

Highlighted filing

2024

Revenue$33,974,179
Expenses$33,398,427
Net Income$575,752

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.8$3.71$77.1$34.0$33.4$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.6$0.32$72.3$31.8$31.8$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.5$0.35$67.2$31.6$32.0$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.0$0.47$78.6$34.7$32.5$2.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.3$0.48$75.8$31.9$34.3$2.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.6$0.39$73.2$33.3$31.4$1.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.5$0.76$64.7$31.7$32.4$0.72
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$0.32$67.7$28.4$33.7$5.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.8$0.73$70.1$26.0$28.1$2.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.3$0.54$70.8$28.4$31.4$3.07
2014Detailed filing. Detailed filing data is available for this year.$76.2$0.44$75.8$26.1$26.5$0.35
2013Detailed filing. Detailed filing data is available for this year.$73.4$0.38$73.0$30.4$25.4$4.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.4$0.40$69.0$21.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.6$0.52$57.1$21.0
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Gross Receipts
$54,463,268
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible employees of employers obligated to contribute to the fund under collective bargaining agreements with the laborers' international union of north america (liuna) and liuna affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$67,791,286$68,975,097▲ $1,183,811
Cash and Non-Interest-Bearing Accounts$4,010,770$3,501,911▼ $508,859
Accounts Receivable$3,783,472$3,481,032▼ $302,440
Savings and Temporary Cash Investments$718,858$3,061,845▲ $2,342,987
Prepaid Expenses and Deferred Charges$14,413$10,136▼ $4,277
Land, Buildings, and Equipment, Net$4,135$6,272▲ $2,137
Total Assets$76,322,934$79,036,293▲ $2,713,359
Liabilities
Accounts Payable and Accrued Expenses$477,126$472,724▼ $4,402
Total Liabilities$477,126$472,724▼ $4,402
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,845,808$78,563,569▲ $2,717,761
Total Net Assets Fund Balance$75,845,808$78,563,569▲ $2,717,761
Total Liabilities and Net Assets / Fund Balance$76,322,934$79,036,293▲ $2,713,359

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,714$2,496$7,210
Leasehold Improvements$1,558$722$2,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael J DavisAssistant Fund AdministratFT$157,328$79,549$236,877

Board Members and Trustees

NameTitle
Armand E SabitoniTrustee, Co-chairman
Paul FayadTrustee, Co-chairman
Antonio RangelTrustee
Dennis L MartireTrustee
James F GrossoTrustee
Noel C BorckTrustee
Rocco DavisTrustee
Vincent R MasinoTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Connecticut General Life Insurance CompaPpo Program Administration5082 COLLECTION CENTER DRIVE, Chicago, IL 60693-0050$1,143,222
Segal CompanyActuarial ServicesPO BOX 4058 CHURCH STREET STATIO, New York, NY 10261$141,961
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,887,849
Investment Income
$5,623,162
Other Revenue
$170,769
Change in Net Assets
$2,194,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,567,572
Revenue Not Reported on Financial Statements
$114,208
Revenue Not Reported on Form 990
$523,045
Total Revenue per Audited Statements
$35,090,617
Total Revenue per Form 990
$34,681,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,879,866
Salaries, Compensation, and Employee Benefits$554,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$30,052,592
Fees for Services Other---$1,374,721
Other Salaries and Wages---$313,410
Fees for Service Investment Mgmnt Fees---$114,208
Pension Plan Contributions---$110,725
Other Employee Benefits---$105,836
Information Technology---$81,342
Fees for Services Legal---$72,899
Fees for Services Management---$68,849
Fees for Services Accounting---$55,158
Occupancy---$32,971
Insurance---$31,525
Other Expenses---$29,295
Payroll Taxes---$24,388
Office Expenses---$17,578
Depreciation Depletion---$1,320
Total Functional Expenses$0$0$0$32,486,817

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,486,817
Expenses per Audited Statements$32,372,609
Total Expenses per Audited Statements$32,372,609
Expenses Not Reported on Financial Statements$114,208
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
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 fund's form 990 is reviewed by members of the board of trustees before it is signed and filed.

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

Potential conflict of interest disclosures and, if necessary or appropriate, recusals from exercising fiduciary authority are made at regular board of trustees meetings.

Form 990, Part VI, Section C, Line 19

As an erisa-regulated employee welfare benefit plan, the fund complies with erisa regarding reporting and disclosure of its governing documents, financial statements, and policies. Certain documents are distributed by mail to participants and beneficiaries in accordance with erisa. Plan descriptions are also available on the fund's public website.

Filing and Contact Details

Filer

Filer Name
LABORERS' NATIONAL HEALTH & WELFARE FUND
EIN
52-1601994
Phone
2027371664
Address
905 16TH STREET NW 3RD FLOOR, WASHINGTON, DC 20006

Signing Officer

Name
Armand E Sabitoni
Title
Trustee, Co-chairman
Phone
2027371664
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Armand E Sabitoni
Formed
1989
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
4
Employees
3
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Michael E Warshaw CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has advised that the plan qualifies under section 501(c)(9) of the internal revenue code and is therefore not subject to tax under present income tax laws. The plan follows the authoritative guidance relating to accounting for uncertainty in income taxes included in accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting of uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in the tax return. The plan performed an evaluation of uncertain tax positions for the years ended december 31, 2021 and 2020, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax exempt status. As of december 31, 2021, the statute of limitations for tax years 2018 through 2020 remains open with the u.s. Federal jurisdiction in which the plan files its return. It is the plan's policy to recognize interest and/or penalties related to uncertain tax positions, if any, in unrelated business income tax expense.

Raw XML AppendixShowing 400 of 619 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/AccountsPayableAccrExpnssGrp/BOYAmt0477126
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0472724
IRS990/AccountsReceivableGrp/BOYAmt03783472
IRS990/AccountsReceivableGrp/EOYAmt03481032
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) AND LIUNA AFFILIATES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LABORERS' NATIONAL HEALTH AND WELFARE FUND
IRS990/BooksInCareOfDetail/PhoneNum02027371664
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0905 16TH STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01143222
IRS990/ContractorCompensationGrp/CompensationAmt1141961
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt05082 COLLECTION CENTER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 4058 CHURCH STREET STATIO
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SEGAL COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0PPO PROGRAM ADMINISTRATION
IRS990/ContractorCompensationGrp/ServicesDesc1ACTUARIAL SERVICES
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05623162
IRS990/CYOtherExpensesAmt01879866
IRS990/CYOtherRevenueAmt0170769
IRS990/CYProgramServiceRevenueAmt028887849
IRS990/CYRevenuesLessExpensesAmt02194963
IRS990/CYSalariesCompEmpBnftPaidAmt0554359
IRS990/CYTotalExpensesAmt032486817
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034681780
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01320
IRS990/Desc0COLLECTIVELY BARGAINED PLAN PROVIDING LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, HOSPITAL AND SURGICAL, DENTAL CARE, VISION CARE, HEARING AID CARE, AND/OR PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
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IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt055158
IRS990/FeesForServicesLegalGrp/TotalAmt072899
IRS990/FeesForServicesManagementGrp/TotalAmt068849
IRS990/FeesForServicesOtherGrp/TotalAmt01374721
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0114208
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0ARMAND E SABITONI
IRS990/Form990PartVIISectionAGrp/PersonNm1VINCENT R MASINO
IRS990/Form990PartVIISectionAGrp/PersonNm2DENNIS L MARTIRE
IRS990/Form990PartVIISectionAGrp/PersonNm3ROCCO DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL FAYAD
IRS990/Form990PartVIISectionAGrp/PersonNm5NOEL C BORCK
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES F GROSSO
IRS990/Form990PartVIISectionAGrp/PersonNm7ANTONIO RANGEL
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL J DAVIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE, CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSISTANT FUND ADMINISTRAT
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04480066
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024261554
IRS990/GrossReceiptsAmt054463268
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IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt081342
IRS990/InsuranceGrp/TotalAmt031525
IRS990/InvestmentIncomeGrp/ExclusionAmt01143096
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01143096
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067791286
IRS990/InvestmentsPubTradedSecGrp/EOYAmt068975097
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03218
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04135
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06272
IRS990/LandBldgEquipCostOrOtherBssAmt09490
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019781488
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF EMPLOYERS OBLIGATED TO CONTRIBUTE TO THE FUND UNDER COLLECTIVE BARGAINING AGREEMENTS WITH THE LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) AND LIUNA AFFILIATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt075845808
IRS990/NetAssetsOrFundBalancesEOYAmt078563569
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04480066
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04480066
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0523045
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt078563569
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt032971
IRS990/OfficeExpensesGrp/TotalAmt017578
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105836
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt029295
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0170769
IRS990/OtherRevenueTotalAmt0170769
IRS990/OtherSalariesAndWagesGrp/TotalAmt0313410
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt024388
IRS990/PensionPlanContributionsGrp/TotalAmt0110725
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010136
IRS990/PrincipalOfficerNm0ARMAND E SABITONI
IRS990/PriorPeriodAdjustmentsAmt0-247
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028828749
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028828749
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159100
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt02063674
IRS990/PYOtherRevenueAmt0146315
IRS990/PYProgramServiceRevenueAmt029323977
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IRS990/PYSalariesCompEmpBnftPaidAmt0558047
IRS990/PYTotalExpensesAmt034268265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031901031
IRS990/ReconcilationRevenueExpnssAmt02194963
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0718858
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03061845
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04714
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02496
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07210
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0114208
IRS990ScheduleD/ExpensesSubtotalAmt032372609
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0114208
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0114208
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01558
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0722
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02280
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0523045
IRS990ScheduleD/RevenueNotReportedAmt0523045
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0114208
IRS990ScheduleD/RevenueSubtotalAmt034567572
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE PLAN QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX EXEMPT STATUS. AS OF DECEMBER 31, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2018 THROUGH 2020 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION IN WHICH THE PLAN FILES ITS RETURN. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06272
IRS990ScheduleD/TotalExpensesPerForm990Amt032486817
IRS990ScheduleD/TotalRevenuePerForm990Amt034681780
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035090617
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt032372609
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4157328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0587100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1445225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2396160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3396160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt447630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0167146
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1130258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt2117502
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt3117502
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt431919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt038670
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt137102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt236561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt316152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt027598
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt129073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt212288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt325606
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ARMAND E SABITONI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROCCO DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DENNIS L MARTIRE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3VINCENT R MASINO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MICHAEL J DAVIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE, CO-CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4ASSISTANT FUND ADMINISTRAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4236877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0820514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1641658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2562511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3555420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt40
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND'S FORM 990 IS REVIEWED BY MEMBERS OF THE BOARD OF TRUSTEES BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POTENTIAL CONFLICT OF INTEREST DISCLOSURES AND, IF NECESSARY OR APPROPRIATE, RECUSALS FROM EXERCISING FIDUCIARY AUTHORITY ARE MADE AT REGULAR BOARD OF TRUSTEES MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS AN ERISA-REGULATED EMPLOYEE WELFARE BENEFIT PLAN, THE FUND COMPLIES WITH ERISA REGARDING REPORTING AND DISCLOSURE OF ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES. CERTAIN DOCUMENTS ARE DISTRIBUTED BY MAIL TO PARTICIPANTS AND BENEFICIARIES IN ACCORDANCE WITH ERISA. PLAN DESCRIPTIONS ARE ALSO AVAILABLE ON THE FUND'S PUBLIC WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACTION FACILITIES MGMT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ACUITY-EXEMPLAR JOINT VENTURE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALIANZA BUILDING SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ALLIANCE TECH SERV (MINUT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4ALLIANCE TECHNICAL SERVICES (USCG)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5APEX LIMITED INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BLENS SOLUTIONS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BLUELINX CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8C2G LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9CDO TECHNOLOGIES (TINKER)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10CLAYTON BLOCK COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11CLAYTON BLOCK COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12COMP TECH-CDO LLC (DAVIS-MONTHAN)

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