National Automatic Sprinkler Industry Welfare Fund

990 • Fiscal year 2016 • EIN 53-0215881

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 07, 2017

Organization Profile WWW.NASIFUND.ORG

8000 Corporate DriveLandover, MD 20785

(301) 577-1700

Siviq Scores

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

0.04x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

0.08x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

5.9%

Higher net margin than 48% of similar nonprofits.

2016 filings • $1B+ nonprofits • Source year 2016

$339,084

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • $1B+ nonprofits • Source year 2016

-11%

Faster asset growth than 4% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

12%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • $1B+ nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets11th percentile

Assets

Down

$455,202,971

Down $54,831,837 (-11%) from 2015

Net Assets

$437,041,445

Up $18,381,126 (+4.4%) from 2015

Liabilities

Down

$18,161,526

Down $73,212,963 (-80%) from 2015

Revenue And Expenses

Liabilities / Revenue8th percentile Net Margin48th percentile

Revenue

$227,389,508

Up $24,378,791 (+12%) from 2015

Expenses

$213,954,659

Up $3,321,290 (+1.6%) from 2015

Net Income

$13,434,849

Up $21,057,501 (+276%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

Highlighted filing

2016

Assets$455,202,971

Liabilities$18,161,526

Net Assets$437,041,445

Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

Highlighted filing

2016

Revenue$227,389,508

Expenses$213,954,659

Net Income$13,434,849

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Sep 7, 2017
Return Version: 2016v3.0
Gross Receipts: $1,229,333,462

Mission and Program Overview

Mission

To provide health and welfare benefits to eligible employees under a collective bargaining agreement and participation agreements.

To provide health and welfare benefits to eligible employees under a cba & participation agrmnts.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Cap Stk Tr Prin Current Funds	$418,660,319	$437,041,445	▲ $18,381,126
Investments in Publicly Traded Securities	$391,826,629	$408,925,354	▲ $17,098,725
Accounts Receivable	$108,409,174	$35,450,890	▼ $72,958,284
Cash and Non-Interest-Bearing Accounts	$9,411,223	$10,276,202	▲ $864,979
Land, Buildings, and Equipment, Net	$328,558	$517,377	▲ $188,819
Prepaid Expenses and Deferred Charges	$59,224	$33,148	▼ $26,076
Pd in Cap Srpls Land Bldg Eqp Fund	$0	$0	→ $0
Rtn Earn Endowment Incm Other Fnds	$0	$0	→ $0
Total Assets	$510,034,808	$455,202,971	▼ $54,831,837
Liabilities
Accounts Payable and Accrued Expenses	$89,980,907	$16,409,167	▼ $73,571,740
Other Liabilities	$1,393,582	$1,752,359	▲ $358,777
Total Liabilities	$91,374,489	$18,161,526	▼ $73,212,963
Net Assets / Fund Balance
Total Net Assets Fund Balance	$418,660,319	$437,041,445	▲ $18,381,126
Total Liabilities and Net Assets / Fund Balance	$510,034,808	$455,202,971	▼ $54,831,837

Asset Categories

Asset	Book Value	Depreciation	Basis
Other Land Buildings	$517,377	$1,957,831	$2,475,208

Compensation and Service Providers

Top Officer Pay7th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Shawn Broadrick	Trustee, Former Chairman-resigned 11/16	-	-	$262,569	$262,569
Nia Padmore	Claims Manager	PT	$101,357	$45,218	$146,575
Igor Epshteyn	Computer Programmer	PT	$38,879	$97,742	$136,621
John Eger	Assistant Administrator	PT	$61,607	$49,957	$111,564
Michael W Jacobson	Administrator	PT	$69,582	$39,968	$109,550
Dan Curry	It Manager	PT	$67,671	$22,195	$89,866
Mary Shaw	Accountant	PT	$44,854	$15,333	$60,187
William Sapp	Computer Programmer	PT	$43,823	$15,096	$58,919

Board Members and Trustees

Name	Title
Brian Dunn	Trustee, Chairman Effective 12/1/16
Shawn Broadrick	Trustee, Former Chairman-resigned 11
Cornelius J Cahill	Trustee
Gregg Huennekens	Trustee
Michael R Mahler	Trustee
Peter Gibbons	Trustee
Robert Vincent	Trustee
Rory Schnurr	Trustee
James E Tucker	Trustee -resigned Dec 31 2016
Jon Ackley	Trustee -resigned Sep 2016
Robert Cooper	Trustee Effective 12/1/16
Fred Barall	Trustee, Secretary

Highest Paid Contractors

Contractor	Services	Location	Compensation
Blue Cross Blue Shield	Claims Processing	300 EAST RANDOLPH STREET, Chicago, IL 60601-5099	$7,175,469
E-plan	Claims Processing	22601 N 19TH AVE SUITE 22, Phoenix, AZ 85027	$3,458,954
Carewise Health	Medical Claims Review	9200 SHELBYVILLE ROAD, Louisville, KY 40222	$1,144,101
Express Scripts	Proscriptions Processing	1 EXPRESS WAY, St Louis, MO 63121	$989,913
American Health Holding INC	Medical Claims Review	100 W OLD WILSON BRIDGE ROAD, Worthington, OH 43085	$757,753

Revenue and Support

Revenue Composition

Contributions and Grants: $0
Program Service Revenue: $211,898,192
Investment Income: $15,491,316
Other Revenue: $0
Change in Net Assets: $13,434,849

Audited Revenue Reconciliation

Revenue per Audited Statements: $226,043,480
Revenue Not Reported on Financial Statements: $1,346,028
Revenue Not Reported on Form 990: $3,693,593
Other Revenue Adjustments: $-2,021
Total Revenue per Audited Statements: $229,737,073
Total Revenue per Form 990: $227,389,508

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Other Expenses	$4,867,548
Salaries, Compensation, and Employee Benefits	$3,345,686
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Benefits to Members	-	-	-	$205,741,425
Other Salaries and Wages	-	-	-	$1,795,877
Fees for Service Investment Mgmnt Fees	-	-	-	$1,348,049
All Other Expenses	-	-	-	$758,961
Pension Plan Contributions	-	-	-	$497,450
Other Employee Benefits	-	-	-	$447,670
Current Officers, Directors, Trustees, and Key Employees	-	-	-	$441,018
Fees for Services Legal	-	-	-	$393,751
Occupancy	-	-	-	$205,114
Other Expenses	-	-	-	$191,040
Payroll Taxes	-	-	-	$163,671
Fees for Services Accounting	-	-	-	$158,485
Depreciation Depletion	-	-	-	$94,938
Travel	-	-	-	$72,656
Total Functional Expenses	$0	$0	$0	$213,954,659

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Form 990	$213,954,659
Total Expenses per Audited Statements	$212,608,631
Expenses per Audited Statements	$212,606,610
Expenses Not Reported on Financial Statements	$1,348,049
Expenses Not Reported on Form 990	$2,021

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Calgary District Pipe Trades Health and Welfare	Columbia, MD	Health & Welfare Fund	Section 501(c)(9)	-	No
Jatc - Local 002 Office Employees	Glens Falls, NY	Education Fund	Section 501(c)(5)	-	No
L 773	Worcester, MA	Local Union	Section 501(c)(5)	-	No
L004 Welfare Fund	Houston, TX	Welfare Fund	Section 501(c)(9)	-	No
L211 Pipefitters Pens Fd	Pittsburgh, PA	Pension Fund	Section 401(a)(4)	-	No
Local 168 Dc Fund	Wichita, KS	Pension Fund	Section 401(a)(4)	-	No
Local 441 Dc Fund	Boston, MA	Pension Fund	Section 401(a)(4)	-	No
Local 550 Annuity Fund	Columbia, MD	Pension Fund	Section 401(a)(4)	-	No
Local 669 Education Fund	Troy, MI	Education Fund	Section 501(c)(5)	-	No
Local 704	Detroit, MI	Local Union	Section 501(c)(5)	-	No
Local 704 Dc Fund Taft Hartley Svcs Mc 3464	Holland, OH	Pension Fund	Section 401(a)(4)	-	No
Local 776 Lima Plumbers Pipefitters Ins & Pens Fd	Saint Louis, MO	Pension Fund	Section 401(a)(4)	-	No
Local Union 268 Jac	Hayward, CA	Education Fund	Section 501(c)(5)	-	No
Local Union 483 Jac Training Dept	Whittier, CA	Education Fund	Section 501(c)(5)	-	No
Local Union 709 Jac Office Employees	Baltimore, MD	Education Fund	Section 501(c)(5)	-	No
National Automatic Sprinkler Industry Fund Office Employee Pension Plan	Landover, MD	Defined Benefit Pension Plan	Section 401(a)(4)	-	No
National Automatic Sprinkler Industry Pension Fund	Landover, MD, CA	Defined Benefit Pension Plan	Section 401(a)(4)	-	No
National Automatic Sprinkler Local 669 Ua Education Fund	Landover, MD	Education Fund	Section 501(c)(5)	-	No
National Automatic Sprinkler Metal Trades Pension Fund	Landover, MD	Defined Benefit Pension Plan	Section 401(a)(4)	-	No
National Automatic Sprinkler Metal Trades Welfare Fund	Landover, MD	Health & Welfare Fund	Section 501(c)(9)	-	No
P & P Local 150 P&p National Pension Fund	Oklahoma City, OK	Pension Fund	Section 401(a)(4)	-	No
Pipe Fitter Local 155 Arkansas Pipe Trades	Allston, MA	Local Union	Section 501(c)(5)	-	No
Pipe Fitters Local 537 Pension Fund	Troy, MI	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Loc 502	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 003 P&p National Pension Fund	Baltimore, MD	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 007 P&p National Pension Fund	Latham, NY	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 007 Welfare & Pension Funds	Alexandria, VA	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 015 P&p National Pension Fund	Alexandria, VA	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 021 P&p National Pension Fund	Rockford, IL	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 023 Welfare & Pension Funds	Seattle, WA	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 026 Wel & Pen Admin Services	Seattle, WA	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 026 Zenith Administrators	Spokane, WA	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 030 Pipe Trades Pension of Mt	Baltimore, MD	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 030 Pipe Trades of Montana	Salt Lake Cty, UT	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 032 P&p National Pension Fund	Great Falls, MT	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 041 Health & Welfare Fund Off	Baltimore, MD	Health & Welfare Fund	Section 501(c)(9)	-	No
Pipefitters Local 041 P&p National Pension Fund	Northwood, OH	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 050 Nw Toledo Plbrs W&p Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 110 P&p National Pension Fund	Cleveland, OH	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 120 Pension Fund	Cleveland, OH	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 120 Welfare & Pension Funds	Goodlettsvlle, TN	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 123 Southern Benefits Adm Inc	Terre Haute, IN	Welfare Fund	Section 501(c)(9)	-	No
Pipefitters Local 136 Welfare & Pension Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 140 P&p National Pension Fund	Salt Lake Cty, UT	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 140 Utah Pipe Trades Welfare	Baltimore, MD	Welfare Fund	Section 501(c)(9)	-	No
Pipefitters Local 155 P&p National Pension Fund	Marrillville, IN	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 172 Adm Procedures	Marrillville, IN	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 172 Adm Procedures W & P Fds	Merrillville, IN	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 174	Houston, TX	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 211	Ashland, KY	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 248 Welfare & Pension Funds	Youngwood, PA	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 354	Pittsburgh, PA	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 354 Combined Funds	Schoolcraft, MI	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 357 Welfare & Pension Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 375 P&p National Pension Fund	Macon, GA	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 421	Macon, GA	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 421 Pension Fund	Alexandria, VA	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 441 P&p National Pension Fund	Plano, TX	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 529 Texas Pipe Trades	Allston, MA	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 537 Welfare & Pension Funds	East Alton, IL	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 553 Welfare & Pension Trust	Saint Louis, MO	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 562 Reciprocal Annuity Hours	Saint Louis, MO	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 562 Welfare & Pension Funds	Chicago, IL	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 597 Welfare & Pension Funds	Vicksburg, MS	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 619 Health & Welfare Funds	Lexington, KY	Health & Welfare Fund	Section 501(c)(9)	-	No
Pipefitters Local 633 Construction Industry	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 633 P&p National Pension Fund	Monroe, MI	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 671	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Pipefitters Local 671 P&p National Pension Fund	Muscle Shoals, AL	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 760 Welfare & Pension Funds	Los Angeles, CA	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Pipefitters Local 761 P&p Npf	Glens Falls, NY	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 773 Pension Fund	Manchester, CT	Pension Fund	Section 401(a)(4)	-	No
Pipefitters Local 777 Reciprocal Annuity Hours	Baltimore, MD	Pension Fund	Section 401(a)(4)	-	No
Plbrs & Steamfitters L131 P&p National Pension Fund	Nashville, TN	Pension Fund	Section 401(a)(4)	-	No
Plumber Local 572 Pnp Npf	Yonkers, NY	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 021 Welfare & Pension Funds	Niagara Falls, NY	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 022 Benefit Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 033 P&p National Pension Fund	Des Moines, IA	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 033 Welfare & Pension Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 050 P&p National Pension Fund	Pittsburgh, PA	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 074 Gem Group	Birmingham, AL	Local Union	Section 501(c)(5)	-	No
Plumbers Local 091 Birmingham P&s Pension Fd	Birmingham, AL	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 091 Birmingham P&s Welf & Pen	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 125 P&p National Pension Fund	Cedar Rapids, IA	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 125 Welfare & Pension Funds	Goodlettsville, TN	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 150 Rivergate Executive Park	Marietta, OH	Local Union	Section 501(c)(5)	-	No
Plumbers Local 168	Marietta, OH	Local Union	Section 501(c)(5)	-	No
Plumbers Local 168 Pension Fund	Memphis, TN	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 17	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Plumbers Local 177 P & P Natl Pension Fund	Brunswick, GA	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 177 Welfare & Pension Funds	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 248 P&p National Pension Fund	Syracuse, NY	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 267	Portland, OR	Local Union	Section 501(c)(5)	-	No
Plumbers Local 290 Pension Fund	Great Falls, MT	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 300 Pipe Trades Trust	Great Falls, MT	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 300 Pipe Trades Trust	Clayton, MO	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 353 E Central Il Pipe Trades	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Plumbers Local 353 P&p National Pension Fund	Appleton, WI	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 400 Welfare & Pension Funds	Belleville, IL	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 439 Magna Trust Co	Saint Paul, MN	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 455 Twin City Pipe Trades	Alexandria, VA	Local Union	Section 501(c)(5)	-	No
Plumbers Local 502 P&p National Pension Fund	Miami, FL	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 519 Natl Employee Benefits	Baltimore, MD	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 519 P&p National Pension Fund	Kansas City, MO	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 533 Fringe Benefit Office	Baltimore, MD	Health & Welfare Fund	Section 501(c)(9)	-	No
Plumbers Local 533 P&p National Pension Fund	Baltimore, MD	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 619 P&p National Pension Fund	Honolulu, HI	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 675 Pamcah-ua Wel & Pen Funds	Toledo, OH	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Plumbers Local 776 Lima P&p Pension Fund	Tulsa, OK	Pension Fund	Section 401(a)(4)	-	No
Plumbers Local 798 Pipeline Indus Ben Fund	Columbia, MD	Health & Welfare Fund	Section 501(c)(9)	-	No
Road Sprinkler Fitters Local 669	Alsip, IL	Local Union	Section 501(c)(5)	-	No
SPRINKLER FITTERS LOCAL #281	Hayward, CA	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitter Local 696 Unemployment Cobra Assistance Plan	Millburn, NJ	Health & Welfare Fund	Section 501(c)(9)	-	No
Sprinkler Fitters & Apprentice Local 268	Alsip, IL	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters L 281 Health & Welfare Fund	Saint Paul, MN	Health & Welfare Fund	Section 501(c)(9)	-	No
Sprinkler Fitters Loc 417 Reciprocal Annuity Hours	Boston, MA	Pension Fund	Section 401(a)(4)	-	No
Sprinkler Fitters Loc 550 Annuity Fund	Philadelphia, PA	Pension Fund	Section 401(a)(4)	-	No
Sprinkler Fitters Local Union 483	Pittsburgh, PA	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Local Union 542	West Roxbury, MA	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Local Union 550	Millburn, NJ	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Local Union 692	Menomonee Fls, WI	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Local Union 696	Farmington, MI	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Local Union 704	Saint Louis, MO	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Lu 183	Saint Louis, MO	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Lu 268	Minneapolis, MN	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Lu 417	Seattle, WA	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Lu 699	Whittier, CA	Local Union	Section 501(c)(5)	-	No
Sprinkler Fitters Lu 709	Saint Paul, MN	Local Union	Section 501(c)(5)	-	No
Sprinkler Industry Supplemental Pension Fund	Landover, MD	Defined Contribution Pension Plan	Section 401(a)(4)	-	No
Sprinklerfitters Lu 417 Twin Cities Annuity Fund	Minneapolis, MN	Pension Fund	Section 401(a)(4)	-	No
Sprinklerfitters Lu 417 Twin Cities Welfare Fund	West Palm Bch, FL	Health & Welfare Fund	Section 501(c)(9)	-	No
Sprinklerfitters Lu 821	Philadelphia, PA	Local Union	Section 501(c)(5)	-	No
Steamfitters Local 420	Pittsburgh, PA	Local Union	Section 501(c)(5)	-	No
Steamfitters Local 449 Frank M Vaccaro & Assoc	Omaha, NE	Local Union	Section 501(c)(5)	-	No
Steamfitters Local 464 Greater Omaha Pipe Trades	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Steamfitters Local 464 P&p National Pension Fund	Capitol Heights, MD	Pension Fund	Section 401(a)(4)	-	No
Steamfitters Local 602	Baltimore, MD	Local Union	Section 501(c)(5)	-	No
Steamfitters Local 602 Htg Pip & Ref Ben Funds	New York, NY	Health & Welfare Fund	Section 501(c)(9)	-	No
Steamfitters Local 638 Welfare & Pension Funds	Muscle Shoals, AL	Welfare & Pension Funds	Sec 501(c)(9)/sec 40	-	No
Steamfitters Local 760 Savings & Investment Plan	-	Pension Fund	Section 401(a)(4)	-	No
Ua International Training Fund	Annapolis, MD	Education Fund	Section 501(c)(5)	-	No

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Outstanding Health & Welfare Claim Checks	$982,449
Funds Held in Escrow	$769,910

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Audit committee: Yes
Backup withholding compliance: Yes
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: Yes
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: No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The local 669 officers are trustees for the national automatic sprinkler industry welfare fund.”

Form 990, Part VI, Section A, Line 7A

“The national fire sprinkler association appoints mgmt trustees, the united association appoints certain union trustees and officers of l.669, elected by its members, who are participants in this plan, are appointed trustees of the national automatic sprinkler industry welfare fund.”

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

“The form 990 was presented to the trustees at the august meeting for review. Fund administrator has been designated by the joint board of trustees to review and sign the form 990.”

Form 990, Part VI, Section B, Line 12

“The trust is governed by erisa and the board of trustees comply with the conflicts of interest requirements established by erisa.”

Form 990, Part VI, Section B, Line 15A

“The independent board of trustees reviews and approves the administrators salary annually.”

Form 990, Part VI, Section C, Line 19

“Available upon request and through the 5500 filing with the department of labor.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Brian dunn - 7050 oakland mills road ste. 200, columbia, md 21046. Fred barall - 514 progress drive suite a, linthicum heights, md 21090. Michael r. Mahler - 1544 s. 3rd street, st louis, mo 63104. Peter gibbons - 46 rockland street, boston, ma 02132. Cornelius j. Cahill - 514 progress drive suite a, linthicum heights, md 21090. Robert cooper - 7050 oakland mills road ste. 200, columbia, md 21046. Gregg huennekens - 514 progress drive suite a, linthicum heights, md 21090. Jon ackley - 514 progress drive suite a, linthicum heights, md 21090. Robert vincent - 514 progress drive suite a, linthicum heights, md 21090. Rory schnurr - 514 progress drive suite a, linthicum heights, md 21090. Shawn broadrick - 7050 oakland mills road ste. 200, columbia, md 21046. James e. Tucker - 7050 oakland mills road ste. 200, columbia, md 21046. Michael w. Jacobson - 8000 corporate drive, landover, md 20785. John eger - 8000 corporate drive, landover, md 20785. Dan curry - 8000 corporate drive, landover, md 20785. William sapp - 8000 corporate drive, landover, md 20785. Nia padmore - 8000 corporate drive, landover, md 20785. Mary shaw - 8000 corporate drive, landover, md 20785. Igor epshteyn - 8000 corporate drive, landover, md 20785.”

Filing and Contact Details

Filer

Filer Name: National Automatic Sprinkler
EIN: 53-0215881
Phone: 3015771700
Address: 8000 CORPORATE DRIVE, LANDOVER, MD 20785

Signing Officer

Name: Michael W Jacobson
Title: Administrator
Phone: 3015771700
Signed: 2017-09-07
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Michael W Jacobson
Formed: 1957
Legal Domicile: Md
Voting Board Members: 10
Independent Board Members: 3
Employees: 53
Volunteers: 0

Preparer

Firm: Salter & Company LLC
Address: 4600 EAST WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer: Charles L Underwood Jr
Phone: 3018307400

Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The national automatic sprinkler industry welfare fund has not changed its responsibility for the oversight of the audit of its financial statements audited by an independent accountant”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Retired employee subsidy account contributions (resa) retired employee subsidy account health premium paid”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of personal property”

Raw XML AppendixShowing 400 of 10,398 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/NetAssetsOrFundBalancesEOYAmt	0	437041445
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt	0	8019472
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt	0	8019472
IRS990/NetUnrelatedBusTxblIncmAmt	0	0
IRS990/NetUnrlzdGainsLossesInvstAmt	0	4946277
IRS990/NondeductibleContributionsInd	0	0
IRS990/OccupancyGrp/TotalAmt	0	205114
IRS990/OfficerMailingAddressInd	0	1
IRS990/OperateHospitalInd	0	0
IRS990/Organization501cInd	0	X
IRS990/OrgDoesNotFollowSFAS117Ind	0	X
IRS990/OtherChangesInNetAssetsAmt	0	0
IRS990/OtherEmployeeBenefitsGrp/TotalAmt	0	447670
IRS990/OtherExpensesGrp/Desc	0	CLAIMS COST MANAGEMENT
IRS990/OtherExpensesGrp/Desc	1	INSURANCE CONSULTATION
IRS990/OtherExpensesGrp/Desc	2	POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc	3	DATA PROCESSING EXPENSE
IRS990/OtherExpensesGrp/TotalAmt	0	1164843
IRS990/OtherExpensesGrp/TotalAmt	1	248070
IRS990/OtherExpensesGrp/TotalAmt	2	231641
IRS990/OtherExpensesGrp/TotalAmt	3	191040
IRS990/OtherLiabilitiesGrp/BOYAmt	0	1393582
IRS990/OtherLiabilitiesGrp/EOYAmt	0	1752359
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	1795877
IRS990/PartialLiquidationInd	0	0
IRS990/PayrollTaxesGrp/TotalAmt	0	163671
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt	0	0
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt	0	0
IRS990/PensionPlanContributionsGrp/TotalAmt	0	497450
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	59224
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	33148
IRS990/PrincipalOfficerNm	0	MICHAEL W JACOBSON
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	900099
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	900099
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	900099
IRS990/ProgramServiceRevenueGrp/Desc	0	UNDER UNION AGREEMENT
IRS990/ProgramServiceRevenueGrp/Desc	1	PARTICIPANTS' CONTR.
IRS990/ProgramServiceRevenueGrp/Desc	2	LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	196453404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	15158533
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	276901
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	196453404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	15158533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	276901
IRS990/ProhibitedTaxShelterTransInd	0	0
IRS990/PYBenefitsPaidToMembersAmt	0	203026079
IRS990/PYContributionsGrantsAmt	0	0
IRS990/PYGrantsAndSimilarPaidAmt	0	0
IRS990/PYInvestmentIncomeAmt	0	8557859
IRS990/PYOtherExpensesAmt	0	4368297
IRS990/PYOtherRevenueAmt	0	0
IRS990/PYProgramServiceRevenueAmt	0	194452858
IRS990/PYRevenuesLessExpensesAmt	0	-7622652
IRS990/PYSalariesCompEmpBnftPaidAmt	0	3238993
IRS990/PYTotalExpensesAmt	0	210633369
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	203010717
IRS990/QuidProQuoContributionsInd	0	0
IRS990/ReconcilationRevenueExpnssAmt	0	13434849
IRS990/RelatedEntityInd	0	1
IRS990/RelatedOrganizationCtrlEntInd	0	0
IRS990/ReportInvestmentsOtherSecInd	0	0
IRS990/ReportLandBuildingEquipmentInd	0	1
IRS990/ReportOtherAssetsInd	0	0
IRS990/ReportOtherLiabilitiesInd	0	1
IRS990/ReportProgramRelatedInvstInd	0	0
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt	0	0
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt	0	0
IRS990/ScheduleBRequiredInd	0	0
IRS990ScheduleD/ExpensesNotReportedAmt	0	2021
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt	0	1348049
IRS990ScheduleD/ExpensesSubtotalAmt	0	212606610
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt	0	1348049
IRS990ScheduleD/InvestmentExpensesNotIncldAmt	0	1348049
IRS990ScheduleD/LossesReportedAmt	0	2021
IRS990ScheduleD/NetUnrealizedGainsInvstAmt	0	4946277
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt	0	517377
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt	0	1957831
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt	0	2475208
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt	0	769910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt	1	982449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc	0	FUNDS HELD IN ESCROW
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc	1	OUTSTANDING HEALTH & WELFARE CLAIM CHECKS
IRS990ScheduleD/OtherRevenueAmt	0	-1252684
IRS990ScheduleD/OtherRevenuesNotIncludedAmt	0	-2021
IRS990ScheduleD/RevenueNotReportedAmt	0	3693593
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt	0	1346028
IRS990ScheduleD/RevenueSubtotalAmt	0	226043480
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	0	RETIRED EMPLOYEE SUBSIDY ACCOUNT CONTRIBUTIONS (RESA) RETIRED EMPLOYEE SUBSIDY ACCOUNT HEALTH PREMIUM PAID
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	1	LOSS ON DISPOSAL OF PERSONAL PROPERTY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt	0	517377

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $455,202,971
Liabilities: $18,161,526
Net assets: $437,041,445
Revenue: $227,389,508
Expenses: $213,954,659
Net income: $13,434,849

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$788	$22.1	$766	$398	$372	$25.3
2023Detailed filing. Detailed filing data is available for this year.	$730	$21.9	$708	$386	$344	$41.6
2022Detailed filing. Detailed filing data is available for this year.	$718	$85.5	$632	$308	$299	$9.31
2021Detailed filing. Detailed filing data is available for this year.	$723	$19.8	$704	$307	$267	$39.9
2020Detailed filing. Detailed filing data is available for this year.	$664	$14.4	$649	$277	$237	$39.5
2019Detailed filing. Detailed filing data is available for this year.	$578	$15.8	$562	$287	$255	$31.5
2018Detailed filing. Detailed filing data is available for this year.	$530	$36.5	$493	$257	$251	$6.09
2017Detailed filing. Detailed filing data is available for this year.	$512	$11.7	$500	$250	$210	$40.3
2016Detailed filing. Detailed filing data is available for this year.	$455	$18.2	$437	$227	$214	$13.4
2015Detailed filing. Detailed filing data is available for this year.	$510	$91.4	$419	$203	$211	$7.62
2014Detailed filing. Detailed filing data is available for this year.	$508	$77.5	$431	$209	$184	$24.6
2013Detailed filing. Detailed filing data is available for this year.	$497	$88.6	$408	$194	$177	$17.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$462	$72.0	$390		$163
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$375	$19.5	$355		$158
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$383	$43.0	$340		$169