Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Assets
Up$11,053,459
Up $789,986 (+7.7%) from 2020
Net Assets
Down$8,729,310
Down $4,883 (-0.1%) from 2020
Liabilities
Up$2,324,149
Up $794,869 (+52%) from 2020
Revenue
Down$2,662,563
Down $347,612 (-12%) from 2020
Expenses
Up$3,230,783
Up $869,564 (+37%) from 2020
Net Income
Down-$568,220
Down $1,217,176 (-188%) from 2020
To provide health and welfare benefits to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $9,452,598 | $10,083,076 | ▲ $630,478 |
| Accounts Receivable | $343,834 | $505,043 | ▲ $161,209 |
| Savings and Temporary Cash Investments | $434,028 | $491,780 | ▲ $57,752 |
| Cash and Non-Interest-Bearing Accounts | $33,013 | $-26,440 | ▼ $59,453 |
| Total Assets | $10,263,473 | $11,053,459 | ▲ $789,986 |
| Liabilities | |||
| Other Liabilities | $1,467,494 | $2,157,772 | ▲ $690,278 |
| Accounts Payable and Accrued Expenses | $61,786 | $166,377 | ▲ $104,591 |
| Total Liabilities | $1,529,280 | $2,324,149 | ▲ $794,869 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $8,734,193 | $8,729,310 | ▼ $4,883 |
| Total Net Assets Fund Balance | $8,734,193 | $8,729,310 | ▼ $4,883 |
| Total Liabilities and Net Assets / Fund Balance | $10,263,473 | $11,053,459 | ▲ $789,986 |
| Name | Title |
|---|---|
| Herman Adams | Union Trustee, Chairman |
| Dave Bennett | Employer Trustee |
| John Gandy | Employer Trustee |
| Walter Ashford | Employer Trustee |
| Mike O'Connor | Employer Trustee - Co-Chai |
| John Fontenot | Union Trustee |
| Lovis Moomey | Union Trustee |
| Michael Richards | Union Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Cigna | Administrative | 900 Cottage Grove Road, Bloomfield, CT 06002 | $201,516 |
| Zenith American Solutions | Administrative | 95555 W Sam Houston Pkwy S 400, Houston, TX 77099 | $128,412 |
| Line Item | Amount |
|---|---|
| Other Expenses | $473,396 |
| 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 | - | - | - | $2,757,387 |
| Fees for Services Other | - | - | - | $202,273 |
| Fees for Services Management | - | - | - | $128,412 |
| Fees for Services Legal | - | - | - | $42,357 |
| Other Expenses | - | - | - | $27,450 |
| Fees for Services Accounting | - | - | - | $27,016 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $24,333 |
| Office Expenses | - | - | - | $21,151 |
| Conferences and Meetings | - | - | - | $404 |
| Total Functional Expenses | $0 | $0 | $0 | $3,230,783 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $3,230,783 |
| Total Expenses per Form 990 | $3,230,783 |
| Total Expenses per Audited Statements | $2,540,504 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $-690,279 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Hour Bank Liability | $1,607,772 |
| Claims Incurred Liability | $550,000 |
“The Form 990 was provided to the Board of Trustees for their review.”
“Trustees review this yearly at trustee meetings.”
“All governing documents are available to the public upon request.”
“The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. 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 (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2021 and 2020. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2017.”
“Change in IBNR -168,000. Change in Hour Bank -522,279.”
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 | 61786 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 166377 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 343834 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 505043 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To provide health and welfare benefits to eligible participants. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 2757387 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees - Iron Workers Welfare Fund |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7132191203 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1600 Highway 6 South Ste 340 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Sugar Land |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77478 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 33013 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -26440 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 404 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 201516 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 128412 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 900 Cottage Grove Road |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 95555 W Sam Houston Pkwy S 400 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Bloomfield |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | Houston |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 06002 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 77099 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | CIGNA |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | Zenith American Solutions |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Administrative |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Administrative |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 2757387 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 126867 |
| IRS990/CYOtherExpensesAmt | 0 | 473396 |
| IRS990/CYOtherRevenueAmt | 0 | 5809 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2529887 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -568220 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3230783 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2662563 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | To provide health and welfare benefits to eligible participants. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 27016 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 42357 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 128412 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 202273 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 24333 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| 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/IndividualTrusteeOrDirectorInd | 7 | 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/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Mike O'Connor |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Herman Adams |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | John Gandy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | John Fontenot |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Lovis Moomey |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Dave Bennett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Michael Richards |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Walter Ashford |
| 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/ReportableCompFromOrgAmt | 7 | 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/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Employer Trustee - Co-Chai |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Union Trustee, Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Employer Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Union Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Employer Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -108129 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 5275824 |
| IRS990/GrossReceiptsAmt | 0 | 8046516 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 234996 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 234996 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 9452598 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 10083076 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | LA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5383953 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5809 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 5809 |
| IRS990/MissionDesc | 0 | To provide health and welfare benefits to eligible participants. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 8734193 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8729310 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -108129 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -108129 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 563338 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 8734193 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 8729310 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 21151 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CIGNA Savings Program |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 27450 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1467494 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2157772 |
| IRS990/OtherOrganizationDsc | 0 | Health Plan |
| IRS990/OtherRevenueTotalAmt | 0 | 5809 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Mike O'Connor |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employers' Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Reciprocity In |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Participants' Contributions |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2121973 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 366305 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 41609 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2121973 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 366305 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 41609 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 1822638 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 255439 |
| IRS990/PYOtherExpensesAmt | 0 | 538581 |
| IRS990/PYOtherRevenueAmt | 0 | 26417 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2728319 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 648956 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2361219 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3010175 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -568220 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 434028 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 491780 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | -690279 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3230783 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 563337 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | -690279 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1607772 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 550000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Hour Bank Liability |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Claims Incurred Liability |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 563337 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2662562 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | The Trust funding benefits of the Plan received an exemption letter from the Internal Revenue Service stating that the Trust is tax-exempt under the provision of Section 501(c)9 of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the Trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. 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 (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Plan management has evaluated the Plan's tax positions and concluded that the Plan has taken no uncertain tax positions that would require financial statement recognition or disclosure for the years ended July 31, 2021 and 2020. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, the Plan is no longer subject to tax examinations by tax authorities for years preceding July 31, 2017. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Change in IBNR -168,000. Change in Hour Bank -522,279. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XII, Line 2d - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 3230783 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2157772 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2662562 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 3225899 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2540504 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Form 990 was provided to the Board of Trustees for their review. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Trustees review this yearly at trustee meetings. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | All governing documents are available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| 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/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | LA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | Info for Sch R Part III and IV is maintained by the Fund administrator |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 70001 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN | 0 | 000000000 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd | 0 | LA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | Info for Sch R Part III and IV is maintained by the Fund administrator |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm | 0 | NA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd | 0 | 70001 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Mid-South Iron Workers Pension |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | Mid-South Iron Workers Direct Contribution Fund |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 726032179 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 721303411 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 401(a) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 401(a) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | LA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | LA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Provide pension benefits. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | Provide pension benefits. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 9555 W Sam Houston Pkwy S 400 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 9555 W Sam Houston Pkwy S 400 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Houston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | Houston |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 77099 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 77099 |
| 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 | 10263473 |
| IRS990/TotalAssetsEOYAmt | 0 | 11053459 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10263473 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 11053459 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3230783 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1529280 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 2324149 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1529280 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 2324149 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 8734193 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8729310 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2529887 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 126867 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2535696 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2662563 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10263473 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 11053459 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1600 Highway 6 South No 340 |
| IRS990/USAddress/CityNm | 0 | Sugar Land |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77478 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Mike O'Connor |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7132191203 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Iron Workers Welfare Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IRON |
| ReturnHeader/Filer/EIN | 0 | 720506999 |
| ReturnHeader/Filer/PhoneNum | 0 | 7132191203 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1600 Highway 6 South No 340 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Sugar Land |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.