Civic Intelligence

National Automatic Sprinkler Industry Welfare Fund

990 • Fiscal year 2018 • EIN 53-0215881

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

8000 Corporate DriveLandover, MD 20785

(301) 577-1700

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.14x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

44th percentile

2.4%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

80th percentile

$293,411

Higher top officer pay than 80% of similar nonprofits.

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

63rd percentile

3.6%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

2.7%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Up

$529,776,076

Up $18,249,069 (+3.6%) from 2017

Net Assets

Down

$493,262,449

Down $6,546,193 (-1.3%) from 2017

Liabilities

Up

$36,513,627

Up $24,795,262 (+212%) from 2017

Revenue

Up

$256,831,138

Up $6,720,236 (+2.7%) from 2017

Expenses

Up

$250,742,894

Up $40,919,092 (+20%) from 2017

Net Income

Down

$6,088,244

Down $34,198,856 (-85%) from 2017

Historical Trend

Balance Sheet Trend

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

$800M$600M$400M$200M$0Assets 2010: $383,052,707Liabilities 2010: $42,958,914Net Assets 2010: $340,093,7932010Assets 2011: $374,763,140Liabilities 2011: $19,548,161Net Assets 2011: $355,214,9792011Assets 2012: $461,722,644Liabilities 2012: $72,019,446Net Assets 2012: $389,703,1982012Assets 2013: $497,034,024Liabilities 2013: $88,635,092Net Assets 2013: $408,398,9322013Assets 2014: $508,121,277Liabilities 2014: $77,547,874Net Assets 2014: $430,573,4032014Assets 2015: $510,034,808Liabilities 2015: $91,374,489Net Assets 2015: $418,660,3192015Assets 2016: $455,202,971Liabilities 2016: $18,161,526Net Assets 2016: $437,041,4452016Assets 2017: $511,527,007Liabilities 2017: $11,718,365Net Assets 2017: $499,808,6422017Assets 2018: $529,776,076Liabilities 2018: $36,513,627Net Assets 2018: $493,262,4492018Assets 2019: $577,699,253Liabilities 2019: $15,775,380Net Assets 2019: $561,923,8732019Assets 2020: $663,604,373Liabilities 2020: $14,418,244Net Assets 2020: $649,186,1292020Assets 2021: $723,437,488Liabilities 2021: $19,796,650Net Assets 2021: $703,640,8382021Assets 2022: $717,614,743Liabilities 2022: $85,539,688Net Assets 2022: $632,075,0552022Assets 2023: $729,857,766Liabilities 2023: $21,871,524Net Assets 2023: $707,986,2422023Assets 2024: $787,702,652Liabilities 2024: $22,079,390Net Assets 2024: $765,623,2622024

Highlighted filing

2018

Assets$529,776,076
Liabilities$36,513,627
Net Assets$493,262,449

Operations Trend

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

$400M$200M$0-$200MExpenses 2010: $168,945,2532010Expenses 2011: $158,130,2552011Expenses 2012: $162,790,7162012Revenue 2013: $194,394,450Expenses 2013: $177,314,478Net Income 2013: $17,079,9722013Revenue 2014: $208,629,977Expenses 2014: $184,071,875Net Income 2014: $24,558,1022014Revenue 2015: $203,010,717Expenses 2015: $210,633,369Net Income 2015: -$7,622,6522015Revenue 2016: $227,389,508Expenses 2016: $213,954,659Net Income 2016: $13,434,8492016Revenue 2017: $250,110,902Expenses 2017: $209,823,802Net Income 2017: $40,287,1002017Revenue 2018: $256,831,138Expenses 2018: $250,742,894Net Income 2018: $6,088,2442018Revenue 2019: $286,934,320Expenses 2019: $255,422,500Net Income 2019: $31,511,8202019Revenue 2020: $276,968,844Expenses 2020: $237,460,827Net Income 2020: $39,508,0172020Revenue 2021: $306,850,318Expenses 2021: $266,925,962Net Income 2021: $39,924,3562021Revenue 2022: $308,163,110Expenses 2022: $298,855,120Net Income 2022: $9,307,9902022Revenue 2023: $385,615,471Expenses 2023: $344,043,395Net Income 2023: $41,572,0762023Revenue 2024: $397,511,934Expenses 2024: $372,185,949Net Income 2024: $25,325,9852024

Highlighted filing

2018

Revenue$256,831,138
Expenses$250,742,894
Net Income$6,088,244
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$621,166,371
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
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$499,808,642$493,262,449▼ $6,546,193
Investments in Publicly Traded Securities$433,504,557$333,547,219▼ $99,957,338
Investments Other Securities$22,217,056$120,526,957▲ $98,309,901
Accounts Receivable$36,308,028$59,334,333▲ $23,026,305
Cash and Non-Interest-Bearing Accounts$18,727,833$15,501,031▼ $3,226,802
Land, Buildings, and Equipment, Net$732,842$821,644▲ $88,802
Prepaid Expenses and Deferred Charges$36,691$44,892▲ $8,201
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$511,527,007$529,776,076▲ $18,249,069
Liabilities
Other Liabilities$1,099,149$24,075,687▲ $22,976,538
Accounts Payable and Accrued Expenses$10,619,216$12,437,940▲ $1,818,724
Total Liabilities$11,718,365$36,513,627▲ $24,795,262
Net Assets / Fund Balance
Total Net Assets Fund Balance$499,808,642$493,262,449▼ $6,546,193
Total Liabilities and Net Assets / Fund Balance$511,527,007$529,776,076▲ $18,249,069

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$821,644$2,304,688$3,126,332
Other Securities$71,020,575--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nia PadmoreClaims ManagerPT$114,182$36,597$150,779
Michael W JacobsonAdministratorPT$88,663$25,494$114,157
Dan CurryIt ManagerPT$83,856$25,428$109,284
John EgerAssistant AdministratorPT$72,296$32,047$104,343
Igor EpshteynComputer ProgrammerPT$78,318$24,039$102,357
Mary ShawAccountantPT$51,631$16,340$67,971
William SappComputer AnalystPT$38,088$12,205$50,293

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processing300 EAST RANDOLPH STREET, Chicago, IL 60601-5099$7,639,900
E-planClaims Processing22601 N 19TH AVE SUITE 240, Phoenix, AZ 85027$1,907,216
Express ScriptsPrescriptions Processing100 PARSONS POND DRIVE, Franklin Lakes, NJ 07417$862,243
American Health HoldingsMedical Claims Review7400 WEST CAMPUS ROAD SUITE F510, New Albany, OH 43054-8725$818,658
SaveonspMedical Claims Review611 JAMISON ROAD SUITE 201, Elma, NY 14059$615,320
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$250,537,261
Investment Income
$6,293,877
Other Revenue
$0
Change in Net Assets
$6,088,244

Audited Revenue Reconciliation

Revenue per Audited Statements
$255,273,987
Revenue Not Reported on Financial Statements
$1,557,151
Revenue Not Reported on Form 990
$-17,393,393
Total Revenue per Audited Statements
$237,880,594
Total Revenue per Form 990
$256,831,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,392,048
Salaries, Compensation, and Employee Benefits$3,762,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$241,588,674
Other Salaries and Wages---$2,002,624
Fees for Service Investment Mgmnt Fees---$1,557,151
All Other Expenses---$750,820
Current Officers, Directors, Trustees, and Key Employees---$542,774
Other Employee Benefits---$520,643
Pension Plan Contributions---$512,905
Fees for Services Legal---$441,258
Other Expenses---$231,952
Occupancy---$213,330
Depreciation Depletion---$205,723
Payroll Taxes---$183,226
Fees for Services Accounting---$172,826
Travel---$94,955
Total Functional Expenses$0$0$0$250,742,894

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$250,742,894
Expenses per Audited Statements$249,185,743
Total Expenses per Audited Statements$249,185,743
Expenses Not Reported on Financial Statements$1,557,151
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Principal Cash$22,893,565
Outstanding Health & Welfare Claim Checks$832,105
Funds Held in Escrow$350,017
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

Joint board of trustees reviews filing through an emailed draft before submitting. Fund administrator has been designated by the joint board of trustees to review and sign the form 990 filing.

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. Tor christensen - 514 progress drive suite a, linthicum heights, md 21090. Robert j. Cooper, jr. - 7050 oakland mills road ste. 200, columbia, md 21046. Thomas lydon (appointed 9/25/18) - 514 progress drive suite a, linthicum heights, md 21090. Brian e. Fisher - 7050 oakland mills road ste. 200, columbia, md 21046. Robert vincent - 514 progress drive suite a, linthicum heights, md 21090. Shane ray (appointed 2/2018) - 514 progress drive suite a, linthicum heights, md 21090. 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. Igor epshteyn - 8000 corporate drive, landover, md 20785. Nia padmore - 8000 corporate drive, landover, md 20785. Mary shaw - 8000 corporate drive, landover, md 20785. William sapp - 8000 corporate drive, landover, md 20785. Gregg huennekens - replaced 9/25/18 - 514 progress drive suite a, linthicum heights, md 21090. Rory schnurr - replaced 2/2018 - 514 progress drive suite a, linthicum heights, md 21090.

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
2019-11-12
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
60
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
2023319880
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 X, LINE 2:

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

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

Raw XML AppendixShowing 400 of 8,681 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0102388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290706
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3116555
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5101489
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8101190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1241557
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1370551
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1439104
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1538707
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1637388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1737759
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1837395
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm1FRED BARALL
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL R MAHLER
IRS990/Form990PartVIISectionAGrp/PersonNm3PETER GIBBONS
IRS990/Form990PartVIISectionAGrp/PersonNm4TOR CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT J COOPER JR
IRS990/Form990PartVIISectionAGrp/PersonNm6GREGG HUENNEKENS - REPLACED 92518
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS LYDON APPOINTED 92518
IRS990/Form990PartVIISectionAGrp/PersonNm8BRIAN E FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm10RORY SCHNURR - REPLACED 22018
IRS990/Form990PartVIISectionAGrp/PersonNm11SHANE RAY APPOINTED 22018
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL W JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN EGER
IRS990/Form990PartVIISectionAGrp/PersonNm14DAN CURRY
IRS990/Form990PartVIISectionAGrp/PersonNm15IGOR EPSHTEYN
IRS990/Form990PartVIISectionAGrp/PersonNm16NIA PADMORE
IRS990/Form990PartVIISectionAGrp/PersonNm17MARY SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm18WILLIAM SAPP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1297534
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1379165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1483856
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1578318
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16114182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1751631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1838088
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0170456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2146881
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3176856
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5167461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8166462
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12146302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13142660
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1445099
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1547787
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt162468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1767677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1878612
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14IT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15COMPUTER PROGRAMMER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CLAIMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt17ACCOUNTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt18COMPUTER ANALYST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2983762
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0361351471
IRS990/GrossReceiptsAmt0621166371
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09277639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09277639
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt022217056
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0120526957
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0433504557
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0333547219
IRS990/IRPDocumentCnt023764
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02304688
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0732842
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0821644
IRS990/LandBldgEquipCostOrOtherBssAmt03126332
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0364335233
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER A COLLECTIVE BARGAINING AGREEMENT AND PARTICIPATION AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0499808642
IRS990/NetAssetsOrFundBalancesEOYAmt0493262449
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2983762
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2983762
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12634437
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0213330
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0520643
IRS990/OtherExpensesGrp/Desc0CLAIMS COST MANAGEMENT
IRS990/OtherExpensesGrp/Desc1POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3DATA PROCESSING EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01205172
IRS990/OtherExpensesGrp/TotalAmt1269324
IRS990/OtherExpensesGrp/TotalAmt2249537
IRS990/OtherExpensesGrp/TotalAmt3231952
IRS990/OtherLiabilitiesGrp/BOYAmt01099149
IRS990/OtherLiabilitiesGrp/EOYAmt024075687
IRS990/OtherSalariesAndWagesGrp/TotalAmt02002624
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0183226
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0512905
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036691
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044892
IRS990/PrincipalOfficerNm0MICHAEL W JACOBSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0UNDER UNION AGREEMENT
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS' CONTR.
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0235907729
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114528974
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt289246
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0235907729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114528974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt289246
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0201318927
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018176686
IRS990/PYOtherExpensesAmt05005363
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0231934216
IRS990/PYRevenuesLessExpensesAmt040287100
IRS990/PYSalariesCompEmpBnftPaidAmt03499512
IRS990/PYTotalExpensesAmt0209823802
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0250110902
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06088244
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01557151
IRS990ScheduleD/ExpensesSubtotalAmt0249185743
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01557151
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01557151
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-12634437
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0821644
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02304688
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03126332
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0350017
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1832105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt222893565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN ESCROW
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OUTSTANDING HEALTH & WELFARE CLAIM CHECKS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PRINCIPAL CASH
IRS990ScheduleD/OtherRevenueAmt0-4758956
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023890219
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt125616163
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt271020575
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERSHIP- AMERICAN CORE REALTY LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PARTNERSHIP- US REAL EST INV FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CCT - WA US CORE PLUS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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