Civic Intelligence

Gerdau Ameristeel Us Union Retiree

990 • Fiscal year 2013 • EIN 59-7268449

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

Organization ProfileN/A

View Organization Page

60 Boulevard Of The Allies 5th FL15222

(412) 201-2242

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$32,675,088

Up $5,407,497 (+20%) from 2012

Net Assets

Up

$32,675,088

Up $5,407,497 (+20%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

$2,747,775

No earlier filing loaded for comparison.

Expenses

Up

$828,748

Up $169,334 (+26%) from 2012

Net Income

$1,919,027

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60M$40M$20M$0Assets 2010: $20,405,031Liabilities 2010: $0Net Assets 2010: $20,405,0312010Assets 2011: $21,658,996Liabilities 2011: $0Net Assets 2011: $21,658,9962011Assets 2012: $27,267,591Liabilities 2012: $0Net Assets 2012: $27,267,5912012Assets 2013: $32,675,088Liabilities 2013: $0Net Assets 2013: $32,675,0882013Assets 2014: $34,975,052Liabilities 2014: $0Net Assets 2014: $34,975,0522014Assets 2015: $35,350,422Liabilities 2015: $0Net Assets 2015: $35,350,4222015Assets 2016: $36,899,647Liabilities 2016: $0Net Assets 2016: $36,899,6472016Assets 2017: $41,819,199Liabilities 2017: $0Net Assets 2017: $41,819,1992017Assets 2018: $26,375,115Liabilities 2018: $0Net Assets 2018: $26,375,1152018Assets 2019: $31,178,084Liabilities 2019: $0Net Assets 2019: $31,178,0842019Assets 2020: $35,287,413Liabilities 2020: $0Net Assets 2020: $35,287,4132020Assets 2021: $38,906,531Liabilities 2021: $0Net Assets 2021: $38,906,5312021Assets 2022: $33,530,181Liabilities 2022: $24,605Net Assets 2022: $33,505,5762022Assets 2023: $37,219,751Liabilities 2023: $29,132Net Assets 2023: $37,190,6192023Assets 2024: $39,943,531Liabilities 2024: $26,600Net Assets 2024: $39,916,9312024

Highlighted filing

2013

Assets$32,675,088
Liabilities$0
Net Assets$32,675,088
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $574,5602010Expenses 2011: $753,5832011Expenses 2012: $659,4142012Revenue 2013: $2,747,775Expenses 2013: $828,748Net Income 2013: $1,919,0272013Revenue 2014: $1,489,324Expenses 2014: $867,264Net Income 2014: $622,0602014Revenue 2015: $1,523,207Expenses 2015: $1,213,249Net Income 2015: $309,9582015Revenue 2016: $1,475,516Expenses 2016: $1,569,095Net Income 2016: -$93,5792016Revenue 2017: $1,557,808Expenses 2017: $1,727,617Net Income 2017: -$169,8092017Revenue 2018: $1,481,752Expenses 2018: $1,517,453Net Income 2018: -$35,7012018Revenue 2019: $1,004,518Expenses 2019: $1,035,311Net Income 2019: -$30,7932019Revenue 2020: $944,746Expenses 2020: $937,297Net Income 2020: $7,4492020Revenue 2021: $993,802Expenses 2021: $1,180,052Net Income 2021: -$186,2502021Revenue 2022: $3,200,315Expenses 2022: $1,376,825Net Income 2022: $1,823,4902022Revenue 2023: $2,390,931Expenses 2023: $1,495,748Net Income 2023: $895,1832023Revenue 2024: $3,499,015Expenses 2024: $1,407,245Net Income 2024: $2,091,7702024

Highlighted filing

2013

Revenue$2,747,775
Expenses$828,748
Net Income$1,919,027
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$6,022,650
Mission and Program Overview

Mission

Provision of retiree health and other welfare benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$27,267,591$32,675,088▲ $5,407,497
Investments in Publicly Traded Securities$26,107,479$31,025,904▲ $4,918,425
Savings and Temporary Cash Investments$1,130,700$1,574,012▲ $443,312
Cash and Non-Interest-Bearing Accounts$29,412$75,172▲ $45,760
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,267,591$32,675,088▲ $5,407,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,267,591$32,675,088▲ $5,407,497
Total Liabilities and Net Assets / Fund Balance$27,267,591$32,675,088▲ $5,407,497
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Jeanette StumpTrustee
Neil SchraderTrustee
Roy RobinsonTrustee
Santiago GilTrustee
Tom GarlockTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,924,741
Investment Income
$823,034
Other Revenue
$0
Change in Net Assets
$1,919,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,747,775
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,495,132
Total Revenue per Audited Statements
$6,242,907
Total Revenue per Form 990
$2,747,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$660,966
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
Insurance---$515,104
Benefits to Members---$167,782
Other Expenses---$223
Total Functional Expenses$0$0$0$828,748

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$828,748
Total Expenses per Form 990$828,748
Total Expenses per Audited Statements$820,763
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-7,985
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
Audit committee
No
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
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 8B

“The organization does not have a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 will be provided to each trustee member of the board of trustees before the form 990 is filed.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate any person listed in part vii of the form 990.”

Form 990, Part VI, Section C, Line 19

“The trust provides its governing documents and financial statements upon request. The trust does not have a written conflict of interest policy.”

Filing and Contact Details

Filer

EIN
59-7268449
Phone
4122012242

Signing Officer

Name
Jeanette Stump
Title
Chair Board of Trustees
Phone
4122012242
Signed
2014-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2004
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Preparer
Eugene J Logan
Phone
4122613644
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to tie -6,387.”

FORM 990 PART XII, FINANCIAL STATEMENTS AND REPORTING:

“The accounting method used to prepare the form 990 is the modified cash basis.”

FORM 990 PART XII, FINANCIAL STATEMENTS AND REPORTING:

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the trust's net assets is qualified pursuant to section 501(c)(9) of the internal revenue code (irc), and, accordingly, the trust's net investment income is exempt from income taxes. The sponsor has obtained a favorable tax determination letter dated january 10, 2007 from the internal revenue service, and the sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with the trust agreement and plan document/summary plan description and in conformity with the applicable provisions of the irc and has no income subject to unrelated business income tax and therefore is exempt from federal income taxes. 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 administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability 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. The plan administrator believes that the plan is no longer subject to income tax examinations for the years prior to 2009.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Accrual to cash conversion 275.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Accrual to cash conversion -7,985.”

Raw XML Appendix336 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0167782
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10ELIZABETH QUEEN CENTRAL DATA SERVICES INC
IRS990/BooksInCareOfDetail/PhoneNum04122012242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1060 BOULEVARD OF THE ALLIES 5TH
IRS990/BooksInCareOfDetail/USAddress/City0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode015222
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt029412
IRS990/CashNonInterestBearingGrp/EOYAmt075172
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0823034
IRS990/CYOtherExpensesAmt0660966
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01924741
IRS990/CYRevenuesLessExpensesAmt01919027
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalRevenueAmt02747775
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM GARLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1SANTIAGO GIL
IRS990/Form990PartVIISectionAGrp/PersonNm2ROY ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm3NEIL SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm4JEANETTE STUMP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0251523
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03526398
IRS990/GrossReceiptsAmt06022650
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt0515104
IRS990/InvestmentIncomeGrp/ExclusionAmt0571511
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0571511
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026107479
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031025904
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03274875
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027267591
IRS990/NetAssetsOrFundBalancesEOYAmt032675088
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0251523
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0251523
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03494857
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-6387
IRS990/OtherExpensesGrp/Desc0ADMIN EXPENSES
IRS990/OtherExpensesGrp/Desc1ALL OTHER
IRS990/OtherExpensesGrp/TotalAmt0145639
IRS990/OtherExpensesGrp/TotalAmt1223
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE DRUG SUBSIDY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1216009
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt221045
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt221045
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt0517966
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03593508
IRS990/PYRevenuesLessExpensesAmt03901062
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0659414
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04560476
IRS990/ReconcilationRevenueExpnssAmt01919027
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032675088
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01574012
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0828748
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03494857
IRS990ScheduleD/OtherExpensesIncludedAmt0-7985
IRS990ScheduleD/OtherRevenueAmt0275
IRS990ScheduleD/RevenueNotReportedAmt03495132
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02747775
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE TRUST'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED JANUARY 10, 2007 FROM THE INTERNAL REVENUE SERVICE, AND THE SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE TRUST AGREEMENT AND PLAN DOCUMENT/SUMMARY PLAN DESCRIPTION AND IN CONFORMITY WITH THE APPLICABLE PROVISIONS OF THE IRC AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX AND THEREFORE IS EXEMPT FROM FEDERAL INCOME TAXES. 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY 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. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2009.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCRUAL TO CASH CONVERSION 275.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ACCRUAL TO CASH CONVERSION -7,985.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0828748
IRS990ScheduleD/TotalRevenuePerForm990Amt02747775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06242907
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0820763
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WILL BE PROVIDED TO EACH TRUSTEE MEMBER OF THE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT COMPENSATE ANY PERSON LISTED IN PART VII OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST. THE TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT TO TIE -6,387.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 IS THE MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, FINANCIAL STATEMENTS AND REPORTING:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART XII, FINANCIAL STATEMENTS AND REPORTING:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0590792436
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10GERDAU AMERISTEEL US INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine104221 W BOY SCOUT BLVD SUITE 600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0TAMPA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode0336073328
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027267591
IRS990/TotalAssetsEOYAmt032675088
IRS990/TotalAssetsGrp/BOYAmt027267591
IRS990/TotalAssetsGrp/EOYAmt032675088
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0828748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027267591
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032675088
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01924741
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0823034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01924741
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02747775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027267591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032675088
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1060 BOULEVARD OF THE ALLIES 5TH FL
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode015222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR BOARD OF TRUSTEES
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10GERDAU AMERISTEEL US UNION RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine20HEALTH BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERD
ReturnHeader/Filer/EIN0597268449
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1060 BOULEVARD OF THE ALLIES 5TH FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0152225416
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE J LOGAN
ReturnHeader/ReturnTs02014-11-04T15:28:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,675,088
Liabilities
$0
Net assets
$32,675,088
Revenue
$2,747,775
Expenses
$828,748
Net income
$1,919,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$0.03$39.9$3.50$1.41$2.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.03$37.2$2.39$1.50$0.90
2022Detailed filing. Detailed filing data is available for this year.$33.5$0.02$33.5$3.20$1.38$1.82
2021Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$0.99$1.18$0.19
2020Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$0.94$0.94$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$0.00$31.2$1.00$1.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.00$26.4$1.48$1.52$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$0.00$41.8$1.56$1.73$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$1.48$1.57$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$0.00$35.4$1.52$1.21$0.31
2014Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$1.49$0.87$0.62
2013Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$2.75$0.83$1.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$0.00$27.3$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.00$21.7$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$0.57