Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
EIN 63-0330521 • 501(c)9 • Birmingham, AL
Profile
Provides health care benefits to plan participants and their dependents
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Liabilities / Revenue
51st percentile
Higher debt load relative to revenue than 51% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
88th percentile
Faster revenue growth than 88% of similar nonprofits.
Assets
Up$5,424,155
Up $428,356 (+8.6%) from 2023
Liabilities
Up$94,267
Up $24,020 (+34%) from 2023
Net Assets
Up$5,329,888
Up $404,336 (+8.2%) from 2023
Revenue
Up$5,105,850
Up $1,715,934 (+51%) from 2023
Expenses
Up$4,829,444
Up $1,498,795 (+45%) from 2023
Net Income
Up$276,406
Up $217,139 (+366%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Provides health care benefits to plan participants and their dependents
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $4,925,552 | $5,329,888 | ▲ $404,336 |
| Investments in Publicly Traded Securities | $4,243,676 | $4,663,272 | ▲ $419,596 |
| Accounts Receivable | $519,719 | $535,521 | ▲ $15,802 |
| Cash and Non-Interest-Bearing Accounts | $225,463 | $219,485 | ▼ $5,978 |
| Prepaid Expenses and Deferred Charges | $6,941 | $5,877 | ▼ $1,064 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $4,995,799 | $5,424,155 | ▲ $428,356 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $70,247 | $94,267 | ▲ $24,020 |
| Total Liabilities | $70,247 | $94,267 | ▲ $24,020 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,925,552 | $5,329,888 | ▲ $404,336 |
| Total Liabilities and Net Assets / Fund Balance | $4,995,799 | $5,424,155 | ▲ $428,356 |
| Name | Title |
|---|---|
| Andrew White | Trustee |
| Daniel Walden | Trustee |
| Jonathan Atchison | Trustee |
| Kenneth Todd | Trustee |
| Robert Bohannan | Trustee |
| William Strickland | Trustee |
| Joshua Hunter | Trustee - Past |
| Line Item | Amount |
|---|---|
| Other Expenses | $445,507 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $4,383,937 |
| Fees for Services Management | - | - | - | $76,800 |
| Fees for Services Other | - | - | - | $43,881 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $15,798 |
| Fees for Services Legal | - | - | - | $15,775 |
| Fees for Services Accounting | - | - | - | $13,750 |
| Office Expenses | - | - | - | $10,814 |
| Insurance | - | - | - | $8,918 |
| All Other Expenses | - | - | - | $4,089 |
| Other Expenses | - | - | - | $2,212 |
| Conferences and Meetings | - | - | - | $1,840 |
| Total Functional Expenses | $0 | $0 | $0 | $4,829,444 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $4,829,444 |
| Expenses per Audited Statements | $4,813,646 |
| Total Expenses per Audited Statements | $4,798,670 |
| Expenses Not Reported on Financial Statements | $15,798 |
| Expenses Not Reported on Form 990 | $-14,976 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“There are no committees with the authority to act on behalf of the governing body.”
“No review was or will be conducted by the governing body. The fund administrator reviews the form 990 before filing the form 990.”
“The fund makes its governing documents and financial statements available to the public upon request by mail or at its office in birmingham, alabama.”
“Benefits payable (receivable) at beginning of year $ -44,418 benefits payable (receivable) at end of year $ -59,394”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 70247 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 94267 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 519719 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 535521 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 4089 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4383937 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SOUTHERN BENEFITS ADMINISTRATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6158590131 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2001 CALDWELL DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | GOODLETSVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37072 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 4925552 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 5329888 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 225463 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 219485 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 1840 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4383937 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 158647 |
| IRS990/CYOtherExpensesAmt | 0 | 445507 |
| IRS990/CYOtherRevenueAmt | 0 | 662375 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4284828 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 276406 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 4829444 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5105850 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE FUND PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR BENEFICIARIES - APPROXIMATELY 231 MEMBERS SERVED |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 6 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13750 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 15775 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 76800 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 43881 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 15798 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JONATHAN ATCHISON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT BOHANNAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOSHUA HUNTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM STRICKLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KENNETH TODD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DANIEL WALDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ANDREW WHITE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE - PAST |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1953 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 48010 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1991233 |
| IRS990/GrossReceiptsAmt | 0 | 7049073 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8918 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 110637 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 110637 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4243676 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4663272 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | AL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 1943223 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDES HEALTH CARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4925552 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5329888 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 48010 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 48010 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 127930 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10814 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BLUE CROSS RETENTION FE |
| IRS990/OtherExpensesGrp/Desc | 1 | THIRD PARTY SICK PAY |
| IRS990/OtherExpensesGrp/Desc | 2 | EMPLOYEE ASSTANCE PROGR |
| IRS990/OtherExpensesGrp/Desc | 3 | FICA TAX EXPENSE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 216123 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 31377 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4130 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 2212 |
| IRS990/OtherOrganizationDsc | 0 | DEFINED BENEFIT PLAN |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | STOP LOSS REIMBURSEMENTS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | FORMULARY REBATES |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | LATE PENALTIES & INTEREST |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 530211 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 111640 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 20524 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 530211 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 111640 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 20524 |
| IRS990/OtherRevenueTotalAmt | 0 | 662375 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 6941 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5877 |
| IRS990/PrincipalOfficerNm | 0 | DANIEL WALDEN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | RECIPROCAL & SASMI INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3379755 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 882289 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 22784 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3379755 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 882289 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 22784 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 2929954 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 62281 |
| IRS990/PYOtherExpensesAmt | 0 | 400695 |
| IRS990/PYOtherRevenueAmt | 0 | 192395 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3135240 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 59267 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 3330649 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3389916 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 276406 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -14976 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 15798 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 4813646 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 15798 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 15798 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 127930 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -14976 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 127930 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 15798 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 5090052 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | BENEFITS PAYABLE (RECEIVABLE) AT BEGINNING OF YEAR $ -44,418 BENEFITS PAYABLE (RECEIVABLE) AT END OF YEAR $ -59,394 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XII, LINE 2D - EXPENSES AMOUNTS INCLUDED IN FINANCIALS - OTHER |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 4829444 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 5105850 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 5217982 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 4798670 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NO REVIEW WAS OR WILL BE CONDUCTED BY THE GOVERNING BODY. THE FUND ADMINISTRATOR REVIEWS THE FORM 990 BEFORE FILING THE FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST BY MAIL OR AT ITS OFFICE IN BIRMINGHAM, ALABAMA. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | ALABAMA SHEET METAL JOINT INDUSTRY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 630398473 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501C5 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | APPRENTICE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1108 29TH STREET NORTH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 35234 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 4995799 |
| IRS990/TotalAssetsEOYAmt | 0 | 5424155 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4995799 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 5424155 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 6 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 4829444 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 70247 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 94267 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 70247 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 94267 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4925552 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5329888 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 4284828 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5105850 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 5105850 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4995799 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 5424155 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationOtherInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1108 29TH STEET NORTH |
| IRS990/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/USAddress/ZIPCd | 0 | 35234 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DANIEL WALDEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2053229016 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHEET METAL WORKERS LU NO 48 WELFARE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | PLAN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHEE |
| ReturnHeader/Filer/EIN | 0 | 630330521 |
| ReturnHeader/Filer/PhoneNum | 0 | 2053229016 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1108 29TH STREET N |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BIRMINGHAM |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 35234 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 630352192 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DENT MOSES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2204 LAKESHORE DR 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BIRMINGHAM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 35209 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2058711880 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BARRY W BROWN CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T16:55:47-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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