Civic Intelligence

Hrsa-Ila Fringe Benefit Escrow Fund

EIN 54-1218271 • 501(c)9 • Norfolk, VA

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Profile

See schedule othe fund is created for the purpose of receiving and administering contributions of employers necessary to fund employee fringe benefit programs required in the collective bargaining agreement, including container royalty fund no. 2, the welfare fund, the vacation and holiday fund, and the david d. Alston scholarship fund. The fund shall constitute a trust as defined in section 501(c)(9) of the internal revenue code.

1355 International Terminal BlvdNorfolk, VA 23505-1458

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.17x

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

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

Liabilities / Revenue

68th percentile

0.14x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

68th percentile

$203,974

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

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

Asset Growth

43rd percentile

5.2%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$23,460,949

Up $1,159,193 (+5.2%) from 2023

Liabilities

Up

$4,018,300

Up $241,969 (+6.4%) from 2023

Net Assets

Up

$19,442,649

Up $917,224 (+5.0%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin99th percentile

Revenue

Up

$29,181,523

Up $3,368,180 (+13%) from 2023

Expenses

Down

$477,068

Down $24,091 (-4.8%) from 2023

Net Income

Up

$28,704,455

Up $3,392,271 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0Assets 2010: $13,773,126Liabilities 2010: $7,883,004Net Assets 2010: $5,890,1222010Assets 2011: $5,362,059Liabilities 2011: $2,977,034Net Assets 2011: $2,385,0252011Assets 2012: $7,304,216Liabilities 2012: $3,369,798Net Assets 2012: $3,934,4182012Assets 2013: $5,942,374Liabilities 2013: $3,742,594Net Assets 2013: $2,199,7802013Assets 2014: $4,965,246Liabilities 2014: $3,473,426Net Assets 2014: $1,491,8202014Assets 2015: $4,387,043Liabilities 2015: $3,212,456Net Assets 2015: $1,174,5872015Assets 2016: $4,815,675Liabilities 2016: $3,122,759Net Assets 2016: $1,692,9162016Assets 2017: $4,607,983Liabilities 2017: $3,386,442Net Assets 2017: $1,221,5412017Assets 2018: $13,225,014Liabilities 2018: $3,764,524Net Assets 2018: $9,460,4902018Assets 2019: $23,788,331Liabilities 2019: $4,456,989Net Assets 2019: $19,331,3422019Assets 2020: $20,610,534Liabilities 2020: $3,068,450Net Assets 2020: $17,542,0842020Assets 2021: $22,655,790Liabilities 2021: $3,470,727Net Assets 2021: $19,185,0632021Assets 2022: $25,204,494Liabilities 2022: $3,986,413Net Assets 2022: $21,218,0812022Assets 2023: $22,301,756Liabilities 2023: $3,776,331Net Assets 2023: $18,525,4252023Assets 2024: $23,460,949Liabilities 2024: $4,018,300Net Assets 2024: $19,442,6492024

Highlighted filing

2024

Assets$23,460,949
Liabilities$4,018,300
Net Assets$19,442,649
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $554,5382010Expenses 2011: $486,9582011Revenue 2012: $14,008,478Expenses 2012: $405,901Net Income 2012: $13,602,5772012Expenses 2013: $457,0552013Revenue 2014: $19,216,397Expenses 2014: $529,388Net Income 2014: $18,687,0092014Revenue 2015: $21,066,004Expenses 2015: $367,634Net Income 2015: $20,698,3702015Revenue 2016: $23,383,611Expenses 2016: $347,242Net Income 2016: $23,036,3692016Revenue 2017: $22,270,033Expenses 2017: $318,948Net Income 2017: $21,951,0852017Revenue 2018: $32,201,154Expenses 2018: $353,947Net Income 2018: $31,847,2072018Revenue 2019: $35,139,639Expenses 2019: $369,996Net Income 2019: $34,769,6432019Revenue 2020: $24,673,550Expenses 2020: $377,026Net Income 2020: $24,296,5242020Revenue 2021: $27,315,489Expenses 2021: $437,062Net Income 2021: $26,878,4272021Revenue 2022: $29,283,818Expenses 2022: $482,340Net Income 2022: $28,801,4782022Revenue 2023: $25,813,343Expenses 2023: $501,159Net Income 2023: $25,312,1842023Revenue 2024: $29,181,523Expenses 2024: $477,068Net Income 2024: $28,704,4552024

Highlighted filing

2024

Revenue$29,181,523
Expenses$477,068
Net Income$28,704,455
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$23,460,949
Liabilities
$4,018,300
Net assets
$19,442,649
Revenue
$29,181,523
Expenses
$477,068
Net income
$28,704,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.5$4.02$19.4$29.2$0.48$28.7
2023Detailed filing. Detailed filing data is available for this year.$22.3$3.78$18.5$25.8$0.50$25.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$3.99$21.2$29.3$0.48$28.8
2021Detailed filing. Detailed filing data is available for this year.$22.7$3.47$19.2$27.3$0.44$26.9
2020Detailed filing. Detailed filing data is available for this year.$20.6$3.07$17.5$24.7$0.38$24.3
2019Detailed filing. Detailed filing data is available for this year.$23.8$4.46$19.3$35.1$0.37$34.8
2018Detailed filing. Detailed filing data is available for this year.$13.2$3.76$9.46$32.2$0.35$31.8
2017Detailed filing. Detailed filing data is available for this year.$4.61$3.39$1.22$22.3$0.32$22.0
2016Detailed filing. Detailed filing data is available for this year.$4.82$3.12$1.69$23.4$0.35$23.0
2015Detailed filing. Detailed filing data is available for this year.$4.39$3.21$1.17$21.1$0.37$20.7
2014Detailed filing. Detailed filing data is available for this year.$4.97$3.47$1.49$19.2$0.53$18.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$3.74$2.20$0.46
2012Summary only. Only limited summary data is available for this year.$7.30$3.37$3.93$14.0$0.41$13.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$2.98$2.39$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$7.88$5.89$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$71,170,671
Mission and Program Overview

Mission

See schedule othe fund is created for the purpose of receiving and administering contributions of employers necessary to fund employee fringe benefit programs required in the collective bargaining agreement, including container royalty fund no. 2, the welfare fund, the vacation and holiday fund, and the david d. Alston scholarship fund. The fund shall constitute a trust as defined in section 501(c)(9) of the internal revenue code.

Administer employer contributions necessary to fund employee fringe benefit programs required pursuant to collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$18,525,425$19,442,649▲ $917,224
Savings and Temporary Cash Investments$13,796,795$11,478,439▼ $2,318,356
Investments in Publicly Traded Securities$3,003$7,523,381▲ $7,520,378
Accounts Receivable$3,355,827$3,317,892▼ $37,935
Cash and Non-Interest-Bearing Accounts$4,133,139$583,080▼ $3,550,059
Land, Buildings, and Equipment, Net$552,407$143,063▼ $409,344
Prepaid Expenses and Deferred Charges$116,987$80,148▼ $36,839
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$22,301,756$23,460,949▲ $1,159,193
Other Assets Total$343,598$334,946▼ $8,652
Liabilities
Other Liabilities$3,593,363$3,803,566▲ $210,203
Accounts Payable and Accrued Expenses$182,968$214,734▲ $31,766
Total Liabilities$3,776,331$4,018,300▲ $241,969
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,525,425$19,442,649▲ $917,224
Total Liabilities and Net Assets / Fund Balance$22,301,756$23,460,949▲ $1,159,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$143,063$3,889,925$4,032,988
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleBaseOtherTotal
Steve GreeneAdministrator$22,691$3,968$26,659

Board Members and Trustees

NameTitle
Christopher FaulkTrustee
Erin MaleyTrustee
James MichalskiTrustee
Jeremy BridgesTrustee
Jim FordTrustee
Jonathan ColeyTrustee
Kevin HalsteadTrustee
Kyle BasshamTrustee
Larry BachtellTrustee
Michael HeathTrustee
Monta BivinsTrustee
Peter CookeTrustee
Roger GiesingerTrustee
Thomas LittleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,621,854
Investment Income
$532,582
Other Revenue
$27,087
Change in Net Assets
$28,704,455

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,181,523
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,918
Total Revenue per Audited Statements
$29,184,441
Total Revenue per Form 990
$29,181,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,676
Salaries, Compensation, and Employee Benefits$210,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$117,651
Office Expenses---$80,968
Depreciation Depletion---$64,637
Other Employee Benefits---$39,795
Fees for Services Legal---$38,272
Current Officers, Directors, Trustees, and Key Employees---$30,137
Fees for Services Accounting---$26,150
Occupancy---$24,578
Payroll Taxes---$11,904
All Other Expenses---$11,636
Insurance---$11,500
Pension Plan Contributions---$10,905
Fees for Services Other---$5,885
Travel---$3,050
Total Functional Expenses$0$0$0$477,068

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$477,068
Total Expenses per Audited Statements$477,068
Total Expenses per Form 990$477,068
Expenses Not Reported on Financial Statements$0
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
Due to Mila Managed Health Care Trust Fund$3,256,171
Escrow Deposits and Other Liabilities$372,119
Lease Liability$161,298
Due to Brokers for Securities Purchased$13,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
Yes
Other officer compensation reviewed
Yes
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 A, Line 6

“The organization has no stockholders, but member-employers of the hampton roads shipping association (hrsa) and members of the international longshoremen's association (ila) sponsor the fund.”

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

“Member-employers of the hampton roads shipping association (hrsa), which are the employer companies in this port, elect the 7 management trustees on the fund's governing board. Members of the international longshoremen's association (ila) / hampton roads district council, which are union local sponsors, elect the 7 labor trustees on the fund's governing board.”

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

“Form 990 drafts are sent to the meeting of the board of trustees for review and questions prior to final signature. If the timing is such that the returns must be signed prior to the next meeting of the board of trustees, copies will be sent to board members via email.”

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

“Annually each member of the hrsa-ila board of trustees must reaffirm compliance with the conflict of interest policy and sign a letter to that effect.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation of the top management official, officers, and key employees includes: a compensation study, an independent compensation consultant, a compensation survey, and approval by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Availability is disclosed in the annual sar, and the documents are made available at the fund office upon request by any participant.”

Filing and Contact Details

Filer

Filer Name
Hrsa-ila Fringe Benefit Escrow Fund
EIN
54-1218271
Phone
7574577090
Address
1355 INTERNATIONAL TERMINAL BLVD, NORFOLK, VA 23505-1458

Signing Officer

Name
Steve Greene
Title
Administrator
Phone
7574577090
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Greene
Formed
1982
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
18
Volunteers
14

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer to hrsa-ila welfare fund -2,708,400. Transfer to hrsa-ila vacation & holiday fund -25,081,749.”

Form 990, Part XII, Line 2C

“The process for oversight of the audited financial statements has not changed from the prior year.”

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 (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service and department of labor. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of september 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Plan management believes that the plan's income tax returns for the years ended september 30, 2021 through 2023 remain subject to examination, based on the normal statutory periods subject to audit, notwithstanding any events or circumstances that may exist which could expand the open period.”

Raw XML AppendixShowing 400 of 724 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/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATOR
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IRS990/MissionDesc0SEE SCHEDULE OTHE FUND IS CREATED FOR THE PURPOSE OF RECEIVING AND ADMINISTERING CONTRIBUTIONS OF EMPLOYERS NECESSARY TO FUND EMPLOYEE FRINGE BENEFIT PROGRAMS REQUIRED IN THE COLLECTIVE BARGAINING AGREEMENT, INCLUDING CONTAINER ROYALTY FUND NO. 2, THE WELFARE FUND, THE VACATION AND HOLIDAY FUND, AND THE DAVID D. ALSTON SCHOLARSHIP FUND. THE FUND SHALL CONSTITUTE A TRUST AS DEFINED IN SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt080148
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IRS990/ProgramServiceRevenueGrp/Desc1EMERGENCY FUNDING FROM CONTAINER
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt313978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESCROW DEPOSITS AND OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO MILA MANAGED HEALTH CARE TRUST FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO BROKERS FOR SECURITIES PURCHASED
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt029181523
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND DEPARTMENT OF LABOR. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PLAN MANAGEMENT BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS ENDED SEPTEMBER 30, 2021 THROUGH 2023 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0477068
IRS990ScheduleD/TotalLiabilityAmt03803566
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IRS990ScheduleJ/CompensationCommitteeInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE GREENE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO STOCKHOLDERS, BUT MEMBER-EMPLOYERS OF THE HAMPTON ROADS SHIPPING ASSOCIATION (HRSA) AND MEMBERS OF THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (ILA) SPONSOR THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBER-EMPLOYERS OF THE HAMPTON ROADS SHIPPING ASSOCIATION (HRSA), WHICH ARE THE EMPLOYER COMPANIES IN THIS PORT, ELECT THE 7 MANAGEMENT TRUSTEES ON THE FUND'S GOVERNING BOARD. MEMBERS OF THE INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (ILA) / HAMPTON ROADS DISTRICT COUNCIL, WHICH ARE UNION LOCAL SPONSORS, ELECT THE 7 LABOR TRUSTEES ON THE FUND'S GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 DRAFTS ARE SENT TO THE MEETING OF THE BOARD OF TRUSTEES FOR REVIEW AND QUESTIONS PRIOR TO FINAL SIGNATURE. IF THE TIMING IS SUCH THAT THE RETURNS MUST BE SIGNED PRIOR TO THE NEXT MEETING OF THE BOARD OF TRUSTEES, COPIES WILL BE SENT TO BOARD MEMBERS VIA EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY EACH MEMBER OF THE HRSA-ILA BOARD OF TRUSTEES MUST REAFFIRM COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND SIGN A LETTER TO THAT EFFECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION OF THE TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES INCLUDES: A COMPENSATION STUDY, AN INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION SURVEY, AND APPROVAL BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABILITY IS DISCLOSED IN THE ANNUAL SAR, AND THE DOCUMENTS ARE MADE AVAILABLE AT THE FUND OFFICE UPON REQUEST BY ANY PARTICIPANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER TO HRSA-ILA WELFARE FUND -2,708,400. TRANSFER TO HRSA-ILA VACATION & HOLIDAY FUND -25,081,749.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70

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