Civic Intelligence

Gerdau Ameristeel Us Union Retiree

EIN 59-7268449 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

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

60 Blvd Of The Allies 5th FLPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$4,000

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

51st percentile

7.3%

Faster asset growth than 51% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

46%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$39,943,531

Up $2,723,780 (+7.3%) from 2023

Liabilities

Down

$26,600

Down $2,532 (-8.7%) from 2023

Net Assets

Up

$39,916,931

Up $2,726,312 (+7.3%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

Up

$3,499,015

Up $1,108,084 (+46%) from 2023

Expenses

Down

$1,407,245

Down $88,503 (-5.9%) from 2023

Net Income

Up

$2,091,770

Up $1,196,587 (+134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2024

Assets$39,943,531
Liabilities$26,600
Net Assets$39,916,931
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$3,499,015
Expenses$1,407,245
Net Income$2,091,770
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$39,943,531
Liabilities
$26,600
Net assets
$39,916,931
Revenue
$3,499,015
Expenses
$1,407,245
Net income
$2,091,770
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$13,900,894
Mission and Program Overview

Mission

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

To provide retiree health and other welfare benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,190,619$39,916,931▲ $2,726,312
Investments in Publicly Traded Securities$37,147,281$39,886,605▲ $2,739,324
Cash and Non-Interest-Bearing Accounts$47,854$26,267▼ $21,587
Accounts Receivable$16,927$23,731▲ $6,804
Prepaid Expenses and Deferred Charges$7,689$6,928▼ $761
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,219,751$39,943,531▲ $2,723,780
Liabilities
Accounts Payable and Accrued Expenses$29,132$26,600▼ $2,532
Total Liabilities$29,132$26,600▼ $2,532
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,190,619$39,916,931▲ $2,726,312
Total Liabilities and Net Assets / Fund Balance$37,219,751$39,943,531▲ $2,723,780
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleBaseTotal
Jeanette StumpTrustee$4,000$4,000
Tom GarlockTrustee$4,000$4,000

Board Members and Trustees

NameTitle
Danny DavisTrustee
Trena HortonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,677
Investment Income
$3,222,338
Other Revenue
$0
Change in Net Assets
$2,091,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,499,015
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$634,542
Total Revenue per Audited Statements
$4,133,557
Total Revenue per Form 990
$3,499,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,399,245
Salaries, Compensation, and Employee Benefits$8,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$1,225,647--$1,225,647
Fees for Service Investment Mgmnt Fees$99,458--$99,458
Fees for Services Accounting$26,242--$26,242
Fees for Services Management$19,356--$19,356
Fees for Services Other$16,800--$16,800
Current Officers, Directors, Trustees, and Key Employees$8,000--$8,000
Fees for Services Legal$4,958--$4,958
Office Expenses$4,111--$4,111
Conferences and Meetings$1,912--$1,912
Other Expenses$761--$761
Total Functional Expenses$1,407,245$0$0$1,407,245

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,407,245
Total Expenses per Audited Statements$1,407,245
Total Expenses per Form 990$1,407,245
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
Audit committee
No
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
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 B, Line 11B

“The form 990 was reviewed by the organization prior to its filing.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Gerdau Ameristeel US Union Retiree
EIN
59-7268449
Phone
4122012242
Address
60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222

Signing Officer

Name
Jeanette Stump
Title
Trustee
Phone
4122012242
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2004
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

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

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 an exemption letter dated january 10, 2007 from the internal revenue service (irs). The trust has been amended since receiving the exemption letter, but the sponsor believes that the plan continues to qualify and operate in accordance with the trust agreement 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 tax position that more likely than not would not be sustained upon examination by the irs. 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 the plan is no longer subject to income tax examinations for the years prior to 2019.”

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/AccountsPayableAccrExpnssGrp/BOYAmt029132
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026600
IRS990/AccountsReceivableGrp/BOYAmt016927
IRS990/AccountsReceivableGrp/EOYAmt023731
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTRAL DATA SERVICES INC
IRS990/BooksInCareOfDetail/PhoneNum04122012242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES 5TH
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt047854
IRS990/CashNonInterestBearingGrp/EOYAmt026267
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt08000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01912
IRS990/ConferencesMeetingsGrp/TotalAmt01912
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03222338
IRS990/CYOtherExpensesAmt01399245
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0276677
IRS990/CYRevenuesLessExpensesAmt02091770
IRS990/CYSalariesCompEmpBnftPaidAmt08000
IRS990/CYTotalExpensesAmt01407245
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03499015
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01407245
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt026242
IRS990/FeesForServicesAccountingGrp/TotalAmt026242
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04958
IRS990/FeesForServicesLegalGrp/TotalAmt04958
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019356
IRS990/FeesForServicesManagementGrp/TotalAmt019356
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt016800
IRS990/FeesForServicesOtherGrp/TotalAmt016800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt099458
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt099458
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DANNY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1TRENA HORTON
IRS990/Form990PartVIISectionAGrp/PersonNm2JEANETTE STUMP
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM GARLOCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02122589
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012524468
IRS990/GrossReceiptsAmt013900894
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt01099749
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt01099749
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01225647
IRS990/InsuranceGrp/TotalAmt01225647
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt037147281
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039886605
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010401879
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037190619
IRS990/NetAssetsOrFundBalancesEOYAmt039916931
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02122589
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02122589
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0634542
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt04111
IRS990/OfficeExpensesGrp/TotalAmt04111
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0761
IRS990/OtherExpensesGrp/TotalAmt0761
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07689
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06928
IRS990/PrincipalOfficerNm0JEANETTE STUMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0151705
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1124972
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0151705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1124972
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02035814
IRS990/PYOtherExpensesAmt01487748
IRS990/PYOtherRevenueAmt01329
IRS990/PYProgramServiceRevenueAmt0353788
IRS990/PYRevenuesLessExpensesAmt0895183
IRS990/PYSalariesCompEmpBnftPaidAmt08000
IRS990/PYTotalExpensesAmt01495748
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02390931
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02091770
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037190619
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039916931
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01407245
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0634542
IRS990ScheduleD/RevenueNotReportedAmt0634542
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03499015
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 AN EXEMPTION LETTER DATED JANUARY 10, 2007 FROM THE INTERNAL REVENUE SERVICE (IRS). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, BUT THE SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH THE TRUST AGREEMENT 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 TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01407245
IRS990ScheduleD/TotalRevenuePerForm990Amt03499015
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04133557
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01407245
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY THE ORGANIZATION PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. THE TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0590792436
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GERDAU AMERISTEEL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt04221 W BOY SCOUT BLVD SUITE 600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TAMPA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0336073328
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037219751
IRS990/TotalAssetsEOYAmt039943531
IRS990/TotalAssetsGrp/BOYAmt037219751
IRS990/TotalAssetsGrp/EOYAmt039943531
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01407245
IRS990/TotalFunctionalExpensesGrp/TotalAmt01407245
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029132
IRS990/TotalLiabilitiesEOYAmt026600
IRS990/TotalLiabilitiesGrp/BOYAmt029132
IRS990/TotalLiabilitiesGrp/EOYAmt026600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037190619
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039916931
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01407245
IRS990/TotalProgramServiceRevenueAmt0276677
IRS990/TotalReportableCompFromOrgAmt08000
IRS990/TotalRevenueGrp/ExclusionAmt03222338
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0276677
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03499015
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037219751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039943531
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES 5TH FL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERDAU AMERISTEEL US UNION RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERD
ReturnHeader/Filer/EIN0597268449
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES 5TH FL
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH M HERISHEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T11:40:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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