Civic Intelligence

Usw Hra Fund

990 • Fiscal year 2023 • EIN 62-1548543

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization ProfileWWW.USWBENEFITFUNDS.COM

View Organization Page

1101 Kermit Drive Ste 800Nashville, TN 37217

(615) 333-6343

Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.20x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$207,650

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

44th percentile

6.5%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

5.6%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$48,607,970

Up $2,960,925 (+6.5%) from 2022

Net Assets

Up

$47,691,244

Up $2,595,742 (+5.8%) from 2022

Liabilities

Up

$916,726

Up $365,183 (+66%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin51st percentile

Revenue

Up

$4,623,822

Up $244,728 (+5.6%) from 2022

Expenses

Up

$4,408,522

Up $702,293 (+19%) from 2022

Net Income

Down

$215,300

Down $457,565 (-68%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60M$40M$20M$0Assets 2010: $29,539,211Liabilities 2010: $348,729Net Assets 2010: $29,190,4822010Assets 2011: $31,554,570Liabilities 2011: $367,617Net Assets 2011: $31,186,9532011Assets 2012: $34,168,162Liabilities 2012: $472,337Net Assets 2012: $33,695,8252012Assets 2013: $37,247,754Liabilities 2013: $491,370Net Assets 2013: $36,756,3842013Assets 2014: $39,745,855Liabilities 2014: $550,487Net Assets 2014: $39,195,3682014Assets 2015: $39,981,067Liabilities 2015: $510,397Net Assets 2015: $39,470,6702015Assets 2016: $43,190,434Liabilities 2016: $491,520Net Assets 2016: $42,698,9142016Assets 2017: $45,970,432Liabilities 2017: $603,807Net Assets 2017: $45,366,6252017Assets 2018: $45,039,128Liabilities 2018: $598,235Net Assets 2018: $44,440,8932018Assets 2019: $49,721,519Liabilities 2019: $570,818Net Assets 2019: $49,150,7012019Assets 2020: $52,442,524Liabilities 2020: $809,317Net Assets 2020: $51,633,2072020Assets 2021: $54,078,197Liabilities 2021: $800,109Net Assets 2021: $53,278,0882021Assets 2022: $45,647,045Liabilities 2022: $551,543Net Assets 2022: $45,095,5022022Assets 2023: $48,607,970Liabilities 2023: $916,726Net Assets 2023: $47,691,2442023Assets 2024: $51,394,238Liabilities 2024: $903,484Net Assets 2024: $50,490,7542024

Highlighted filing

2023

Assets$48,607,970
Liabilities$916,726
Net Assets$47,691,244
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,325,5952010Expenses 2011: $2,394,0602011Expenses 2012: $2,239,7692012Revenue 2013: $3,733,516Expenses 2013: $2,658,527Net Income 2013: $1,074,9892013Revenue 2014: $3,927,340Expenses 2014: $2,757,210Net Income 2014: $1,170,1302014Revenue 2015: $3,936,466Expenses 2015: $2,615,081Net Income 2015: $1,321,3852015Revenue 2016: $4,232,127Expenses 2016: $2,889,746Net Income 2016: $1,342,3812016Revenue 2017: $4,326,510Expenses 2017: $3,254,812Net Income 2017: $1,071,6982017Revenue 2018: $4,303,375Expenses 2018: $3,411,067Net Income 2018: $892,3082018Revenue 2019: $4,308,103Expenses 2019: $3,552,192Net Income 2019: $755,9112019Revenue 2020: $4,934,539Expenses 2020: $3,772,881Net Income 2020: $1,161,6582020Revenue 2021: $4,491,107Expenses 2021: $3,958,064Net Income 2021: $533,0432021Revenue 2022: $4,379,094Expenses 2022: $3,706,229Net Income 2022: $672,8652022Revenue 2023: $4,623,822Expenses 2023: $4,408,522Net Income 2023: $215,3002023Revenue 2024: $5,165,000Expenses 2024: $4,045,055Net Income 2024: $1,119,9452024

Highlighted filing

2023

Revenue$4,623,822
Expenses$4,408,522
Net Income$215,300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.0
Gross Receipts
$49,177,563
Mission and Program Overview

Mission

Health care program: benefit payments made through a health reimbursement arrangement that reimburses approximately 1,704 participants, retirees or their dependents for eligible medical expenses that are tax deductible under internal revenue code section 213.

HEALTH CARE PROGRAM: Benefit payments made through a health reimbursement arrangement that reimburses approximately 2,765 participants, retirees or their dependents for eligible medical expenses that are tax deductible under Internal Revenue Code section 213.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$45,095,502$47,691,244▲ $2,595,742
Investments in Publicly Traded Securities$43,867,965$46,056,669▲ $2,188,704
Savings and Temporary Cash Investments$869,548$1,812,078▲ $942,530
Receivable From Disqualified Prsn$605,574$599,760▼ $5,814
Cash and Non-Interest-Bearing Accounts$239,798$53,942▼ $185,856
Prepaid Expenses and Deferred Charges$5,281$4,352▼ $929
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$45,647,045$48,607,970▲ $2,960,925
Other Assets Total$58,879$81,169▲ $22,290
Liabilities
Accounts Payable and Accrued Expenses$551,543$916,726▲ $365,183
Other Liabilities$0$0→ $0
Total Liabilities$551,543$916,726▲ $365,183
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,095,502$47,691,244▲ $2,595,742
Total Liabilities and Net Assets / Fund Balance$45,647,045$48,607,970▲ $2,960,925
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Mark RhodesChairman
Charles KnightDeputy Executive Director
Carolyn Adams-rossignolExecutive Director
Jenny LeeController
Doug CorzineIt Manager
Terrence SprouleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,090,383
Investment Income
$1,533,439
Other Revenue
$0
Change in Net Assets
$215,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,623,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,380,441
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,004,263
Total Revenue per Form 990
$4,623,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$730,202
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---$3,678,320
Fees for Services Other---$578,192
Fees for Service Investment Mgmnt Fees---$69,698
Fees for Services Legal---$33,487
Fees for Services Accounting---$21,328
Insurance---$16,576
All Other Expenses---$5,832
Office Expenses---$4,116
Travel---$973
Total Functional Expenses$0$0$0$4,408,522

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,408,522
Total Expenses per Audited Statements$4,408,522
Total Expenses per Form 990$4,408,522
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$605,574$599,760▼ $5,814
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The Officers of the USW HRA Fund are employed by an Organization in which a Trustee of the USW HRA Fund is also a Trustee.”

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

“Under the terms of the governing document, employer trustees have the power to appoint other employer trustees. (Union trustees are appointed by the United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, and Allied Industrial and Service Workers International Union).”

Form 990, Part VI, Section A, Line 8B

“The USW HRA Fund has no Committees with authority to act on behalf of the Board of Trustees.”

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

“The form 990 is prepared by the USW HRA Fund's administrators, and is presented to the trustees for their approval prior to filing the form with the IRS.”

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

“All Trustees, Key Employees, and Officers, if applicable, are required to complete an annual conflict of interest questionnaire. Completed questionnaires are submitted to the Board of Trustees for review.”

Form 990, Part VI, Section C, Line 19

“The Fund is administered in compliance with ERISA's Conflict of Interest provisions, which can be found in section 404 and 408 of ERISA. Governing documents and financial information can be found on the Fund's website, www.USWBenefitFunds.com. Copies of the Fund's Conflict of Interest and Whistleblower policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Usw Hra Fund
EIN
62-1548543
Phone
6153336343
Address
1101 KERMIT DRIVE STE 800, NASHVILLE, TN 37217

Signing Officer

Name
Carolyn Adams-Rossignol
Title
Executive Director
Phone
6153336343
Signed
2024-10-29

Organization Details

Principal Officer
Carolyn Adams-Rossignol
Formed
1994
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“The Fund has entered into an agreement to share the cost of administrative services for the operations of the Fund with those of the PACE Industry Union-Management Pension Fund ("PIUMPF"). The costs allocated to the Fund are determined via specific identification of direct expenses of the Fund and the appropriate allocation of PIUMPF's salaries, benefits, and other common expenses. The Fund records such allocated costs in administrative expenses in the accompanying financial statements.”

Financial Statement Notes

Schedule D, Part X, Line 2

“U.S. GAAP requires Fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Fund management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05281
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04352
IRS990/PrincipalOfficerNm0Carolyn Adams-Rossignol
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Participating Employer Contributions
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03090383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03090383
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: REALIZED LOSS ON SALES OF INVESTMENTS OF PARTICIPATING EMPLOYER CONTRIBUTIONS HELD IN TRUST TO REIMBURSE PARTICIPANTS FOR ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0-160918
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03492734
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01325768
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0213495
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03053326
IRS990/PYRevenuesLessExpensesAmt0672865
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03706229
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04379094
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0605574
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0599760
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0215300
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03090383
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt045095502
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt047691244
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0869548
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01812078
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04408522
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02380441
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt02380441
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04623822
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP requires Fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Fund management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt04408522
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt04623822
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07004263
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04408522
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0155160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1152601
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2123294
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3142689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt016279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115995
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt212887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt314950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030679
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt139054
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt230565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt330517
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHARLES KNIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CAROLYN ADAMS-ROSSIGNOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DOUG CORZINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Jenny Lee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DEPUTY EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2IT MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Controller
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1207650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2166746
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3188156
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Officers of the USW HRA Fund are employed by an Organization in which a Trustee of the USW HRA Fund is also a Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Under the terms of the governing document, employer trustees have the power to appoint other employer trustees. (Union trustees are appointed by the United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, and Allied Industrial and Service Workers International Union).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The USW HRA Fund has no Committees with authority to act on behalf of the Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The form 990 is prepared by the USW HRA Fund's administrators, and is presented to the trustees for their approval prior to filing the form with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All Trustees, Key Employees, and Officers, if applicable, are required to complete an annual conflict of interest questionnaire. Completed questionnaires are submitted to the Board of Trustees for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Fund is administered in compliance with ERISA's Conflict of Interest provisions, which can be found in section 404 and 408 of ERISA. Governing documents and financial information can be found on the Fund's website, www.USWBenefitFunds.com. Copies of the Fund's Conflict of Interest and Whistleblower policies are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Fund has entered into an agreement to share the cost of administrative services for the operations of the Fund with those of the PACE Industry Union-Management Pension Fund ("PIUMPF"). The costs allocated to the Fund are determined via specific identification of direct expenses of the Fund and the appropriate allocation of PIUMPF's salaries, benefits, and other common expenses. The Fund records such allocated costs in administrative expenses in the accompanying financial statements.
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 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0203594554
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Tissue Manufacturing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Clearwater Paper Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0601 W Riverside Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt0Ste 1100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Spokane
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,607,970
Liabilities
$916,726
Net assets
$47,691,244
Revenue
$4,623,822
Expenses
$4,408,522
Net income
$215,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.4$0.90$50.5$5.17$4.05$1.12
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$4.62$4.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$45.6$0.55$45.1$4.38$3.71$0.67
2021Detailed filing. Detailed filing data is available for this year.$54.1$0.80$53.3$4.49$3.96$0.53
2020Detailed filing. Detailed filing data is available for this year.$52.4$0.81$51.6$4.93$3.77$1.16
2019Detailed filing. Detailed filing data is available for this year.$49.7$0.57$49.2$4.31$3.55$0.76
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.60$44.4$4.30$3.41$0.89
2017Detailed filing. Detailed filing data is available for this year.$46.0$0.60$45.4$4.33$3.25$1.07
2016Detailed filing. Detailed filing data is available for this year.$43.2$0.49$42.7$4.23$2.89$1.34
2015Detailed filing. Detailed filing data is available for this year.$40.0$0.51$39.5$3.94$2.62$1.32
2014Detailed filing. Detailed filing data is available for this year.$39.7$0.55$39.2$3.93$2.76$1.17
2013Detailed filing. Detailed filing data is available for this year.$37.2$0.49$36.8$3.73$2.66$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.47$33.7$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$0.37$31.2$2.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$0.35$29.2$2.33