Civic Intelligence

1978 Retired Construction Workers Benefit Trust

990 • Fiscal year 2016 • EIN 55-0583589

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 08, 2017

Organization ProfileN/A

View Organization Page

602 Virginia Street EastCharleston, WV 25301

(304) 353-8757

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

93rd percentile

43%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$6,191,960

Up $1,870,695 (+43%) from 2015

Net Assets

Up

$6,026,079

Up $1,764,899 (+41%) from 2015

Liabilities

Up

$165,881

Up $105,796 (+176%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin80th percentile

Revenue

Down

$8,126,490

Down $25,640 (-0.3%) from 2015

Expenses

Down

$6,310,768

Down $1,749,754 (-22%) from 2015

Net Income

Up

$1,815,722

Up $1,724,114 (+1882%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$30M$20M$10M$0Assets 2011: $688,812Liabilities 2011: $321,355Net Assets 2011: $367,4572011Assets 2012: $730,707Liabilities 2012: $57,319Net Assets 2012: $673,3882012Assets 2013: $2,577,030Liabilities 2013: $159,040Net Assets 2013: $2,417,9902013Assets 2014: $5,079,386Liabilities 2014: $829,790Net Assets 2014: $4,249,5962014Assets 2015: $4,321,265Liabilities 2015: $60,085Net Assets 2015: $4,261,1802015Assets 2016: $6,191,960Liabilities 2016: $165,881Net Assets 2016: $6,026,0792016Assets 2017: $8,080,412Liabilities 2017: $247,271Net Assets 2017: $7,833,1412017Assets 2018: $9,340,908Liabilities 2018: $178,190Net Assets 2018: $9,162,7182018Assets 2019: $10,792,611Liabilities 2019: $102,544Net Assets 2019: $10,690,0672019Assets 2020: $13,042,247Liabilities 2020: $124,948Net Assets 2020: $12,917,2992020Assets 2021: $15,580,204Liabilities 2021: $65,558Net Assets 2021: $15,514,6462021Assets 2022: $16,155,706Liabilities 2022: $114,819Net Assets 2022: $16,040,8872022Assets 2023: $16,932,838Liabilities 2023: $110,863Net Assets 2023: $16,821,9752023Assets 2024: $18,689,488Liabilities 2024: $98,918Net Assets 2024: $18,590,5702024Assets 2025: $21,525,081Liabilities 2025: $86,563Net Assets 2025: $21,438,5182025

Highlighted filing

2016

Assets$6,191,960
Liabilities$165,881
Net Assets$6,026,079
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,054,064Expenses 2011: $7,584,543Net Income 2011: -$530,4792011Expenses 2012: $8,299,4242012Expenses 2013: $6,474,0822013Revenue 2014: $8,376,967Expenses 2014: $6,530,870Net Income 2014: $1,846,0972014Revenue 2015: $8,152,130Expenses 2015: $8,060,522Net Income 2015: $91,6082015Revenue 2016: $8,126,490Expenses 2016: $6,310,768Net Income 2016: $1,815,7222016Revenue 2017: $7,783,393Expenses 2017: $6,017,847Net Income 2017: $1,765,5462017Revenue 2018: $7,972,379Expenses 2018: $6,607,609Net Income 2018: $1,364,7702018Revenue 2019: $7,646,760Expenses 2019: $6,138,143Net Income 2019: $1,508,6172019Revenue 2020: $7,758,232Expenses 2020: $5,681,205Net Income 2020: $2,077,0272020Revenue 2021: $7,229,550Expenses 2021: $4,749,186Net Income 2021: $2,480,3642021Revenue 2022: $6,957,177Expenses 2022: $5,597,577Net Income 2022: $1,359,6002022Revenue 2023: $6,681,839Expenses 2023: $5,108,441Net Income 2023: $1,573,3982023Revenue 2024: $6,592,316Expenses 2024: $4,678,761Net Income 2024: $1,913,5552024Revenue 2025: $6,415,747Expenses 2025: $3,725,425Net Income 2025: $2,690,3222025

Highlighted filing

2016

Revenue$8,126,490
Expenses$6,310,768
Net Income$1,815,722
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$8,126,490
Mission and Program Overview

Mission

Health & welfare plan exempt under i.r.c. Sect. 501(c)(9).

Health & welfare plan exempt under i.r.c. Section 501(c)(9).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,327,120$3,370,721▲ $43,601
Cash and Non-Interest-Bearing Accounts$866,059$2,762,418▲ $1,896,359
Prepaid Expenses and Deferred Charges$32,156$31,990▼ $166
Accounts Receivable$95,930$26,831▼ $69,099
Total Assets$4,321,265$6,191,960▲ $1,870,695
Liabilities
Accounts Payable and Accrued Expenses$60,085$165,881▲ $105,796
Total Liabilities$60,085$165,881▲ $105,796
Net Assets / Fund Balance
Unrestricted Net Assets$4,261,180$6,026,079▲ $1,764,899
Total Net Assets Fund Balance$4,261,180$6,026,079▲ $1,764,899
Total Liabilities and Net Assets / Fund Balance$4,321,265$6,191,960▲ $1,870,695

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,370,721--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald T BarnettTrusteePT$15,001$35,000$50,001
William H HoweTrusteePT$15,000$35,000$50,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,880,207
Investment Income
$94,425
Other Revenue
$151,858
Change in Net Assets
$1,815,722

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,126,490
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-50,823
Total Revenue per Audited Statements
$8,075,667
Total Revenue per Form 990
$8,126,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$429,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,881,293
Fees for Services Management---$88,086
Insurance---$72,364
Fees for Services Legal---$71,472
Fees for Services Accounting---$25,188
Fees for Services Other---$23,650
Office Expenses---$6,055
Travel---$297
Other Expenses---$2
Total Functional Expenses$0$0$0$6,310,768

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,310,768
Total Expenses per Audited Statements$6,310,768
Total Expenses per Form 990$6,310,768
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The trustees of the organization are also trustees of the umwa 1985 construction workers pension plan.”

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

“The union and employer association appoint the trustees pursuant to the terms of the trust.”

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

“The union and employer association generally have the power to approve or overrule decisions of the governing body.”

Form 990, Part VI, Section B, Line 11

“Prior to filing, the 990 is reviewed by the board of trustees.”

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

“The plan is maintained and administered in accordance with erisa section 404 and 406 and the plan's conflict of interest policy is described in erisa section 404 and 406. The trustees monitor and enforce the compliance with erisa with the assistance of the professionals.”

Form 990, Part VI, Section B, Line 15

“The fund does not have a ceo, executive director, top management offical, officer, or key employees.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to particpants of the plan in accordance with federal law.”

Filing and Contact Details

Filer

Filer Name
1978 Retired Construction Workers
EIN
55-0583589
Phone
3043538757
Address
602 VIRGINIA STREET EAST, CHARLESTON, WV 25301

Signing Officer

Name
William H Howe
Title
Trustee
Phone
3043538757
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William H Howe
Formed
1978
Legal Domicile
Wv
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of audit. The trustees have the responsibility of selecting an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The plan accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for 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 a tax return. The plan performed an evaluation of uncertain tax positions for the year ended march 31, 2016 and 2015, 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 march 31, 2016, the statute of limitations for years ending march 31, 2012 through 2014 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the plan files returns.”

Raw XML Appendix363 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/BOYAmt060085
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0165881
IRS990/AccountsReceivableGrp/BOYAmt095930
IRS990/AccountsReceivableGrp/EOYAmt026831
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH & WELFARE PLAN EXEMPT UNDER I.R.C. SECTION 501(C)(9).
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt05881293
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEALTH SMART BENEFITS SOLUTIONS INC
IRS990/BooksInCareOfDetail/PhoneNum03043400253
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3043
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd025331
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0866059
IRS990/CashNonInterestBearingGrp/EOYAmt02762418
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05881293
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt094425
IRS990/CYOtherExpensesAmt0429475
IRS990/CYOtherRevenueAmt0151858
IRS990/CYProgramServiceRevenueAmt07880207
IRS990/CYRevenuesLessExpensesAmt01815722
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06310768
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08126490
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE QUALITY HEALTH CARE COVERAGE TO CERTAIN RETIRED CONSTRUCTION WORKERS, DISABLED CONSTRUCTION WORKERS AND THEIR ELIGIBLE DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt025188
IRS990/FeesForServicesLegalGrp/TotalAmt071472
IRS990/FeesForServicesManagementGrp/TotalAmt088086
IRS990/FeesForServicesOtherGrp/TotalAmt023650
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM H HOWE
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD T BARNETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt015000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115001
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt035000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt135000
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08126490
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt072364
IRS990/InvestmentIncomeGrp/ExclusionAmt094425
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094425
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03327120
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03370721
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH & WELFARE PLAN EXEMPT UNDER I.R.C. SECT. 501(C)(9).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04261180
IRS990/NetAssetsOrFundBalancesEOYAmt06026079
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-50823
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt06055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PPO ACCESS FEES
IRS990/OtherExpensesGrp/Desc1TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc2UTILIZATION REVIEW FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt097535
IRS990/OtherExpensesGrp/TotalAmt130000
IRS990/OtherExpensesGrp/TotalAmt214826
IRS990/OtherExpensesGrp/TotalAmt32
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CAREMARK REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0151858
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0151858
IRS990/OtherRevenueTotalAmt0151858
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032156
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031990
IRS990/PrincipalOfficerNm0WILLIAM H HOWE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07760947
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1119260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07760947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1119260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07601960
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0120133
IRS990/PYOtherExpensesAmt0458562
IRS990/PYOtherRevenueAmt0124733
IRS990/PYProgramServiceRevenueAmt07907264
IRS990/PYRevenuesLessExpensesAmt091608
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08060522
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08152130
IRS990/ReconcilationRevenueExpnssAmt01815722
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06310768
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-50823
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03370721
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-50823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08126490
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR 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 A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2016 AND 2015, 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 MARCH 31, 2016, THE STATUTE OF LIMITATIONS FOR YEARS ENDING MARCH 31, 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03370721
IRS990ScheduleD/TotalExpensesPerForm990Amt06310768
IRS990ScheduleD/TotalRevenuePerForm990Amt08126490
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08075667
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06310768
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES OF THE ORGANIZATION ARE ALSO TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION AND EMPLOYER ASSOCIATION APPOINT THE TRUSTEES PURSUANT TO THE TERMS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNION AND EMPLOYER ASSOCIATION GENERALLY HAVE THE POWER TO APPROVE OR OVERRULE DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR TO FILING, THE 990 IS REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTION 404 AND 406 AND THE PLAN'S CONFLICT OF INTEREST POLICY IS DESCRIBED IN ERISA SECTION 404 AND 406. THE TRUSTEES MONITOR AND ENFORCE THE COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICAL, OFFICER, OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICPANTS OF THE PLAN IN ACCORDANCE WITH FEDERAL LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT. THE TRUSTEES HAVE THE RESPONSIBILITY OF SELECTING AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt018 KARAT INCORPORATED
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13-R INDUSTRIES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ABATE IRWIN INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ALABAMA INDUSTRIAL TRADES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4ALLEGHENY BELTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5COALFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6COWIN & COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7DANIELS ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8DYSON CONVEYOR MAINTENANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9ELECTRICAL CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10FARNHAM & PFILE CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11FOREST CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12GREG HORTON CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13HENRY A PETTER SUPPLY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14INDUSTRIAL CONTRACTING OF FAIR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15J W R CONSTRUCTION COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16JETT CONSTRUCTION CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17LINCOLN CONTR & EQUIP CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18LONE PINE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19MCHAL CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20MERIT CONTRACTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21MIKE DOVER CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22MOUNTAINEER RESOURCES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23NATIONAL BELT SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24NEXGEN INDUSTRIAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25SITE PRO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26TRIANGLE CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27TRIMBLE ENGINEERS AND CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28WEBNIC CONSTRUCTION SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29WEST STATES SKANSKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMWA 1985 CONSTRUCTION WORKERS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL UNION UNITED MINE WORKERS OF AMERICA PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526283006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1530159200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DEFINED BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0602 VIRGINIA STREET EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt118354 QUANTICO GATEWAY DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLESTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TRIANGLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd025301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd122172
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04321265
IRS990/TotalAssetsEOYAmt06191960
IRS990/TotalAssetsGrp/BOYAmt04321265
IRS990/TotalAssetsGrp/EOYAmt06191960
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06310768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060085
IRS990/TotalLiabilitiesEOYAmt0165881
IRS990/TotalLiabilitiesGrp/BOYAmt060085
IRS990/TotalLiabilitiesGrp/EOYAmt0165881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04261180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06026079
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt07880207
IRS990/TotalReportableCompFromOrgAmt030001
IRS990/TotalRevenueGrp/ExclusionAmt094425
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08032065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08126490
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04321265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06191960
IRS990/TotReportableCompRltdOrgAmt070000
IRS990/TravelGrp/TotalAmt0297
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04261180
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06026079
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0602 VIRGINIA STREET EAST
IRS990/USAddress/CityNm0CHARLESTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025301
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H HOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043538757
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01978 RETIRED CONSTRUCTION WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt01978
ReturnHeader/Filer/EIN0550583589
ReturnHeader/Filer/PhoneNum03043538757
ReturnHeader/Filer/USAddress/AddressLine1Txt0602 VIRGINIA STREET EAST
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02017-02-08T08:28:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,191,960
Liabilities
$165,881
Net assets
$6,026,079
Revenue
$8,126,490
Expenses
$6,310,768
Net income
$1,815,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.5$0.09$21.4$6.42$3.73$2.69
2024Detailed filing. Detailed filing data is available for this year.$18.7$0.10$18.6$6.59$4.68$1.91
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.11$16.8$6.68$5.11$1.57
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.11$16.0$6.96$5.60$1.36
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.07$15.5$7.23$4.75$2.48
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.12$12.9$7.76$5.68$2.08
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.10$10.7$7.65$6.14$1.51
2018Detailed filing. Detailed filing data is available for this year.$9.34$0.18$9.16$7.97$6.61$1.36
2017Detailed filing. Detailed filing data is available for this year.$8.08$0.25$7.83$7.78$6.02$1.77
2016Detailed filing. Detailed filing data is available for this year.$6.19$0.17$6.03$8.13$6.31$1.82
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.06$4.26$8.15$8.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.08$0.83$4.25$8.38$6.53$1.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.16$2.42$6.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.06$0.67$8.30
2011Summary only. Only limited summary data is available for this year.$0.69$0.32$0.37$7.05$7.58$0.53