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Balance Sheet
Assets
Flat$5,122,824
Flat from 2012
Net Assets
Flat$4,467,297
Flat from 2012
Liabilities
Flat$655,527
Flat from 2012
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$1,059,550
Flat from 2012
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- Aug 28, 2013
- Return Version
- 2012v2.0
- Gross Receipts
- $1,660,171
Mission and Program Overview
Mission
The fund receives contributions from participating contractors/ members who employ members of the union. Contributions are received on each covered hour worked. These funds are used to provide health insurance benefits to eligible participants.
Major Activities
- Activity 2
- The fund provides a prescription drug card to eligible participants and their qualified dependents.
- Activity 3
- Payments are made to southern national life insurance company to provide death benefits for eligible participants.
Filing and Contact Details
Filer
- EIN
- 72-0455641
Raw XML AppendixShowing 400 of 826 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.
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|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | false |
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 9586 |
| IRS990/AccountsReceivable/BOY | 0 | 115426 |
| IRS990/AccountsReceivable/EOY | 0 | 225362 |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/Activity2/Description | 0 | THE FUND PROVIDES A PRESCRIPTION DRUG CARD TO ELIGIBLE PARTICIPANTS AND THEIR QUALIFIED DEPENDENTS. |
| IRS990/Activity2/Expense | 0 | 151625 |
| IRS990/Activity3/Description | 0 | PAYMENTS ARE MADE TO SOUTHERN NATIONAL LIFE INSURANCE COMPANY TO PROVIDE DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. |
| IRS990/Activity3/Expense | 0 | 16199 |
| IRS990/ActivityOrMissionDescription | 0 | THE FUND RECEIVES CONTRIBUTIONS FROM PARTICIPATING CONTRACTORS/ MEMBERS WHO EMPLOY MEMBERS OF THE UNION. CONTRIBUTIONS ARE RECEIVED ON EACH COVERED HOUR WORKED. THESE FUNDS ARE USED TO PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/Advertising/Total | 0 | 0 |
| IRS990/AllAffiliatesIncluded | 0 | false |
| IRS990/AllOtherExpenses/Total | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | true |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 853030 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 885628 |
| IRS990/BenefitsToMembers/ProgramServices | 0 | 853030 |
| IRS990/BenefitsToMembers/Total | 0 | 853030 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 3847664 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 4467297 |
| IRS990/CashNonInterestBearing/BOY | 0 | 24058 |
| IRS990/CashNonInterestBearing/EOY | 0 | 802445 |
| IRS990/ChangesToOrganizingDocs | 0 | false |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral | 0 | 21939 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 21939 |
| IRS990/CompDisqualPersons/Total | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | true |
| IRS990/ComplianceWithBackupWitholding | 0 | false |
| IRS990/ConferencesMeetings/Total | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | true |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | false |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | PO BOX 26019 DEPT 7062 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | BEAUMONT |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | TX |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 777206019 |
| IRS990/ContractorCompensation/Compensation | 0 | 156057 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | PHARMACY BENEFIT MGT |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | SCRIPT CARE |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | true |
| IRS990/DepreciationDepletion/Total | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | THE FUND PROVIDES MAJOR MEDICAL BENEFITS FOR HOSPITAL, DOCTOR , LAB AND DIAGNOSTIC HEALTH CARE TO ELIGIBLE PARTICIPANTS AND THEIR QUALIFIED DEPENDENTS. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DistributionToDonor | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | true |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | true |
| IRS990/EmploymentTaxReturnsFiled | 0 | true |
| IRS990/EscrowAccount | 0 | false |
| IRS990/ExcessBenefitTransaction | 0 | false |
| IRS990/ExcessBusinessHoldings | 0 | false |
| IRS990/Expense | 0 | 685206 |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 17592 |
| IRS990/FeesForServicesAccounting/Total | 0 | 17592 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 0 |
| IRS990/FeesForServicesLegal/ManagementAndGeneral | 0 | 4038 |
| IRS990/FeesForServicesLegal/Total | 0 | 4038 |
| IRS990/FeesForServicesLobbying/Total | 0 | 0 |
| IRS990/FeesForServicesManagement/ManagementAndGeneral | 0 | 69952 |
| IRS990/FeesForServicesManagement/Total | 0 | 69952 |
| IRS990/FeesForServicesOther/ManagementAndGeneral | 0 | 43212 |
| IRS990/FeesForServicesOther/Total | 0 | 43212 |
| IRS990/FeesForServicesProfFundraising/Total | 0 | 0 |
| IRS990/FiledLieu1041 | 0 | false |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignGrants/Total | 0 | 0 |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 20.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 0 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 1 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 2 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 3 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 4 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 5 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 6 | 0.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 7 | 0.00 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/KeyEmployee | 0 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | MICHAEL O'CONNOR |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | JOSEPH LOYACANO |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | ANDY O'BRIEN |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | CARL WILSON |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | DAVID SCHUBER |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | SCOTT MCLEAN |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | LEO DAMARIS |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | JAMES PRATT |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 4510 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 21939 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | MGMT TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 2 | ALT UNION TRUST |
| IRS990/Form990PartVIISectionA/Title | 3 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 4 | MGMT TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 5 | MGMT TRUSTEE |
| IRS990/Form990PartVIISectionA/Title | 6 | Chairman |
| IRS990/Form990PartVIISectionA/Title | 7 | ADMINISTRATIVE MANAGER |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/Form990-TFiled | 0 | false |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FSAuditedBasis/FinancialStatementSeparate | 0 | X |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | 19354 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToDomesticIndividuals/Total | 0 | 0 |
| IRS990/GrantsToDomesticOrgs/Total | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 19354 |
| IRS990/GrossReceipts | 0 | 1660171 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartIII | 0 | X |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InformationTechnology/Total | 0 | 0 |
| IRS990/Insurance/ManagementAndGeneral | 0 | 655 |
| IRS990/Insurance/Total | 0 | 655 |
| IRS990/IntangibleAssets/EOY | 0 | 0 |
| IRS990/Interest/Total | 0 | 0 |
| IRS990/InventoriesForSaleOrUse/EOY | 0 | 0 |
| IRS990/InvestmentIncomeCurrentYear | 0 | 62432 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 43078 |
| IRS990/InvestmentIncomePriorYear | 0 | 60047 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 43078 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 4015969 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 4095017 |
| IRS990/InvestmentsProgramRelated/EOY | 0 | 0 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 0 |
| IRS990/InvestTaxExemptBonds | 0 | false |
| IRS990/LandBldgEquipmentAccumDeprec | 0 | 670 |
| IRS990/LandBuildingsEquipmentBasis | 0 | 670 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 0 |
| IRS990/LicensedMoreThanOneState | 0 | false |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LobbyingActivities | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | true |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | true |
| IRS990/MinutesOfGoverningBody | 0 | true |
| IRS990/MissionDescription | 0 | THE FUND RECEIVES CONTRIBUTIONS FROM PARTICIPATING CONTRACTORS/ MEMBERS WHO EMPLOY MEMBERS OF THE UNION. CONTRIBUTIONS ARE RECEIVED ON EACH COVERED HOUR WORKED. THESE FUNDS ARE USED TO PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NbrIndependentVotingMembers | 0 | 7 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 7 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 7 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 3847664 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 4467297 |
| IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome | 0 | 19354 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 19354 |
| IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeFromGaming/TotalRevenueColumn | 0 | 0 |
| IRS990/NetIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn | 0 | 0 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 2 |
| IRS990/NumberIndependentVotingMembers | 0 | 7 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 1 |
| IRS990/NumberOfEmployees | 0 | 2 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/Occupancy/ManagementAndGeneral | 0 | 4903 |
| IRS990/Occupancy/Total | 0 | 4903 |
| IRS990/OfficeExpenses/ManagementAndGeneral | 0 | 3718 |
| IRS990/OfficeExpenses/Total | 0 | 3718 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/OnBehalfOfIssuer | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherAssetsTotal/EOY | 0 | 0 |
| IRS990/OtherEmployeeBenefits/ManagementAndGeneral | 0 | 6282 |
| IRS990/OtherEmployeeBenefits/Total | 0 | 6282 |
| IRS990/OtherExpensePriorYear | 0 | 169133 |
| IRS990/OtherExpensesCurrentYear | 0 | 154604 |
| IRS990/OtherExpenses/Description | 0 | Postage and Shipping |
| IRS990/OtherExpenses/Description | 1 | TELEPHONE |
| IRS990/OtherExpenses/Description | 2 | BANK CHARGES |
| IRS990/OtherExpenses/Description | 3 | TRUSTEE EXPENSES |
| IRS990/OtherExpenses/ManagementAndGeneral | 0 | 1057 |
| IRS990/OtherExpenses/ManagementAndGeneral | 1 | 1291 |
| IRS990/OtherExpenses/ManagementAndGeneral | 2 | 2908 |
| IRS990/OtherExpenses/ManagementAndGeneral | 3 | 5278 |
| IRS990/OtherExpenses/Total | 0 | 1057 |
| IRS990/OtherExpenses/Total | 1 | 1291 |
| IRS990/OtherExpenses/Total | 2 | 2908 |
| IRS990/OtherExpenses/Total | 3 | 5278 |
| IRS990/OtherLiabilities/BOY | 0 | 738068 |
| IRS990/OtherLiabilities/EOY | 0 | 645941 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 0 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherSalariesAndWages/ManagementAndGeneral | 0 | 18166 |
| IRS990/OtherSalariesAndWages/Total | 0 | 18166 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PaymentsToAffiliates/Total | 0 | 0 |
| IRS990/PayrollTaxes/ManagementAndGeneral | 0 | 3167 |
| IRS990/PayrollTaxes/Total | 0 | 3167 |
| IRS990/PensionPlanContributions/ManagementAndGeneral | 0 | 2362 |
| IRS990/PensionPlanContributions/Total | 0 | 2362 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 0 |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/PrepaidExpensesDeferredCharges/EOY | 0 | 0 |
| IRS990/PriorExcessBenefitTransaction | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 1 | 525100 |
| IRS990/ProgramServiceRevenue/BusinessCode | 2 | 525100 |
| IRS990/ProgramServiceRevenueCY | 0 | 1597739 |
| IRS990/ProgramServiceRevenue/Description | 0 | SELF PAY & RETIREE PREM |
| IRS990/ProgramServiceRevenue/Description | 1 | RECIPROCAL CONTRIBUTIONS |
| IRS990/ProgramServiceRevenue/Description | 2 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 1682720 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 105468 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 1 | 13431 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 2 | 1478840 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 105468 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 1 | 13431 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 2 | 1478840 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReceivablesFromDisqualPersons/EOY | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtc/EOY | 0 | 0 |
| IRS990/ReconcilationInvestExpenses | 0 | -7676 |
| IRS990/ReconcilationRevenueExpenses | 0 | 600621 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 26688 |
| IRS990/RegularMonitoringEnforcement | 0 | true |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | true |
| IRS990/ReportFin48Footnote | 0 | true |
| IRS990/ReportInvestOthSecurities | 0 | true |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | true |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RevenuesLessExpensesCY | 0 | 600621 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 638602 |
| IRS990/RoyaltiesRevenue/TotalRevenueColumn | 0 | 0 |
| IRS990/Royalties/Total | 0 | 0 |
| IRS990/SalariesEtcCurrentYear | 0 | 51916 |
| IRS990/SalariesEtcPriorYear | 0 | 49404 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 443639 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 0 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 1059550 |
| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | Accounting for the uncertainty of tax positions can impact the financial statements. Even though the Fund is exempt from income taxes, The Fund must still consider whether its exempt income and other activities of the Fund might be determined to be unrelated business income, and whether the Fund has properly maintained its tax exempt status. FASB ASC 740 (i.e. FIN # 48 ), published by the Financial Accounting Standards Board, addresses the issue of accounting for the uncertainty of material tax positions impacting the financial statements. The Board of Trustees has adopted the provisions of FASB ASC 740 effective December 31, 2008. The accounting for all material positions taken, or expected to be taken, on any income tax return is governed by FASB ASC 740. Income tax returns include those positions that were filed or that should have been filed with Federal taxing authorities. It is the Board of Trustees policy to assess all material postions taken on any federal income tax return. The Board will require its legal and tax counsel to communicate to them all such uncertain tax positions in order to evaluate the impact of the tax position and the reporting and disclosure required. The requirement will apply to not only the current reporting year but also to all prior open reporting years that could still be subject to examination by a taxing authority. The Board of Trustees has determined that any material uncertain tax positions that are presented to the Board of Trustees will be recognized and measured using a " more-likely-than-not ", (MLTN) threshold. The MLTN threshold means that;1. A benefit related to an uncertain tax position may not be recognized in the financial statements unless it is MLTN that the position will be sustained based on its technical merits, and 2. There must be more than a 50 % likelihood that the position would be sustained if challenged and considered by the highest court in the relevant jurisdiction.Measurement of any uncertain tax position will require calculating the cumulative probability of an outcome either for or against the tax position. The tax benefit of a qualifying position is the largest amount of tax benefit that is more than 50 % likely to be realized upon ultimate settlement with a taxing authority that has full knowledge of all relevant information. Initial recognition of an uncertain tax position will require continued reassessment of the tax position on an annual basis. As of each year end any unresolved uncertain tax postions must be reassessed, and the Trustees must determine whether;1. the factors underlying the sustainability assertions have changed and,2. the amount of the recognized tax benefit is still appropriate.Developments such as case law, changes in tax law, new rulings or regulations issued by taxing authorities, could affect whether a tax position should be recognized or the amount that should be reported. The Fund will be required to accrue interest and penalties that, under present tax law, the Fund would incur if the uncertain tax position ultimately were not sustained.For the year ending December 31, 2012, no uncertain tax positions were determined to exist. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | Part X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 0 | Part X : FIN48 Footnote |
| IRS990ScheduleD/InvestmentExpensesNotIncluded | 0 | -7676 |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 26688 |
| IRS990ScheduleD/OtherLandBuildings/Depreciation | 0 | 670 |
| IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis | 0 | 670 |
| IRS990ScheduleD/OtherLiabilities/Amount | 0 | 645941 |
| IRS990ScheduleD/OtherLiabilities/Description | 0 | MEDICAL BENEFIT OBLIGATIONS |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 26688 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | -7676 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 1667847 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 1059550 |
| IRS990ScheduleD/TotalOfAmounts | 0 | 645941 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 4095017 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 1660171 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 1059550 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 1694535 |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | UNREALIZED LOSS ON INVESTMENT ASSETS HELD AT 12/31/2012 TOTALED $ 26,688. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | A SUMMARY ANNUAL REPORT IS PREPARED ANNUALLY BY THE INDEPENDENT CPA FIRM WHO PREPARES THE FORM 990 AS WELL AS THE DOL FORM 5500. THIS SUMMARY ANNUAL REPORT, AS WELL AS THE ANNUAL AUDITED FINANCIAL STATEMENTS AND THE IRS FORM 990, IS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE SUMMARY ANNUAL REPORT IS MAILED ANNUALLY TO ALL PARTICIPANTS OF THE FUND AND TO ALL PARTICIPATING EMPLOYERS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE FULL BOARD OF TRUSTEES MEET TO DISCUSS THE WAGES OF THE EMPLOYEES. THE FULL BOARD OF TRUSTEES VOTE ON THE WAGES FOR THOSE KEY EMPLOYEES. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE JOINT BOARD OF TRUSTEES MEETS QUARTERLY TO ADDRESS POLICY ISSUES, PLAN OF BENEFIT CHANGES, INVESTMENT POLICY REVIEW, POLICY DECISIONS, APPEAL OF BENEFITS, REVIEW OF EMPLOYER CONTRIBUTION REPORTS AND DELINQUENCIES, LEGAL COUNSEL REPORTS, AND FUND ADMINISTRATOR REPORTS. DURING THESE MEETINGS ANY ISSUES IMPACTING CONFLICT OF INTEREST OR PROHIBITIVE TRANSACTIONS WILL BE ADDRESSED BY THE JOINT BAORD OF TRUSTEES AND ACTED UPON. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE BOARD OF TRUSTEES RETAINS THE SERVICES OF AN INDEPENDENT PUBLIC ACCOUNTING FIRM TO PREPARE THE ANNUAL IRS FORM 990. THIS FIRM WILL PROVIDE A COPY OF THE COMPLETED FORM 990 TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, THE FUND ADMINISTRATOR, AND THE INDIVIDUAL TRUSTEES OF THE BOARD UPON THEIR REQUEST FOR REVIEW AND APPROVAL. A COPY OF THIS RETURN WAS ALSO PROVIDED TO FUND COUNSEL FOR THEIR REVIEW. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | THE FUND IS MADE UP OF MEMBERS WHO'S ELIGIBILITY IS DETERMINED UNDER THE TERMS OF A COLLECTIVELY BARGAINED AGREEMENT ENTERED INTO BY THEIR RESPECTIVE EMPLOYERS AND ASBESTOS WORKERS LOCAL 53 UNION. THE FUND IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF ELECTED MEMBERS OF THE LOCAL AND APPOINTED REPRESENTATIVES OF THE EMPLOYERS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | A THIRD PARTY ADMINISTRATOR, SEI PRIVATE TRUST COMPANY, HAS BEEN RETAINED BY THE BOARD OF TRUSTEES TO HANDLE THE INVESTMENT/CUSTODIAN ADMINISTRATIVE DUTIES OF THE FUND. THOSE DUTIES INCLUDE PROCESSING INVESTMENT TRANSACTIONS AND REPORTS, AND VALUING INVESTMENT ASSETS.THE FUND ALSO RETAINS THE SERVICES OF ANOTHER THIRD PARTY ADMINISTRATOR TO PROVIDE CLAIMS MANAGEMENT, PROCESSING AND PAYMENT. THAT COMPANY IS BENEFIT MANAGEMENT SERVICES.THE FUND ALSO RETAINS THE SERVICES OF A THIRD PARTY ADMINISTRATOR TO PROVIDE PRESCRIPTION DRUG MANAGEMENT, PROCESSING AND PAYMENT. THAT COMPANY IS SCRIPT CARE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | OTHER PROGRAM SERVICES 4: THE FUND RETAINS THE SERVICES OF A THIRD PARTY CONSULTANT TO PROVIDE CONSULTING SERVICES TO THE FUND. OTHER PROGRAM SERVICES 5: OTHER ADMINISTRATIVE AND CONSULTING COSTS ARE PROGRAM RELATED. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Line 15b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Line 12c |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990, Part VI, Line 11b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | Form 990, Part VI, Line 6 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | Form 990, Part VI, Line 3 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | Form 990, Part III, Line 4d |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART XI, LINE 5 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | Form 990, Part III, Line 4d: Other Program Services Description |
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| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(5) |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $5,122,824
- Liabilities
- $655,527
- Net assets
- $4,467,297
- Revenue
- -
- Expenses
- $1,059,550
- Net income
- -