Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
30th percentile
Higher debt load relative to revenue than 30% of similar nonprofits.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$26,393,700
Up $1,570,335 (+6.3%) from 2013
Net Assets
Up$26,212,016
Up $1,409,848 (+5.7%) from 2013
Liabilities
Up$181,684
Up $160,487 (+757%) from 2013
Revenue
$19,396,783
No earlier filing loaded for comparison.
Expenses
Up$17,873,938
Up $2,594,442 (+17%) from 2013
Net Income
$1,522,845
No earlier filing loaded for comparison.
Providing members with health, life & disability benefits.
HEALTH BENEFIT PLAN
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $24,802,168 | $26,212,016 | ▲ $1,409,848 |
| Investments in Publicly Traded Securities | $21,546,529 | $23,946,753 | ▲ $2,400,224 |
| Accounts Receivable | $1,668,286 | $1,617,240 | ▼ $51,046 |
| Savings and Temporary Cash Investments | $1,574,313 | $780,479 | ▼ $793,834 |
| Cash and Non-Interest-Bearing Accounts | $30,000 | $44,963 | ▲ $14,963 |
| Prepaid Expenses and Deferred Charges | $4,237 | $4,265 | ▲ $28 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $24,823,365 | $26,393,700 | ▲ $1,570,335 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $21,197 | $181,684 | ▲ $160,487 |
| Total Liabilities | $21,197 | $181,684 | ▲ $160,487 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $24,802,168 | $26,212,016 | ▲ $1,409,848 |
| Total Liabilities and Net Assets / Fund Balance | $24,823,365 | $26,393,700 | ▲ $1,570,335 |
| Name | Title |
|---|---|
| Clyff Curry | Trustee |
| D T Newell | Trustee |
| James L Schwinkendorf | Trustee |
| Jb Kirk | Trustee |
| Jeri Dowdy | Trustee |
| Jimmy Brewer | Trustee |
| Kevin P Crusso | Trustee |
| Mark Kelly | Trustee |
| Mike Malone | Trustee |
| Norm Whiteman | Trustee |
| Phil Ryan | Trustee |
| Tom Parrott | Trustee |
| Will Anthony | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Bluecross Blueshield Of Illinois | Ppo Administration | - | $642,988 |
| Erisa Administrators LLC | Contract Third Party Administrator | - | $453,683 |
| Line Item | Amount |
|---|---|
| Other Expenses | $3,701,261 |
| 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 | $14,172,677 | - | - | $14,172,677 |
| Fees for Services Other | - | $749,709 | - | $749,709 |
| Fees for Services Management | - | $453,683 | - | $453,683 |
| Fees for Service Investment Mgmnt Fees | - | $81,107 | - | $81,107 |
| Office Expenses | - | $62,913 | - | $62,913 |
| Fees for Services Legal | - | $42,961 | - | $42,961 |
| Fees for Services Accounting | - | $17,650 | - | $17,650 |
| Conferences and Meetings | - | $11,114 | - | $11,114 |
| Insurance | - | $5,332 | - | $5,332 |
| Other Expenses | $2,269,586 | $1,020 | - | $1,020 |
| Total Functional Expenses | $16,442,263 | $1,431,675 | $0 | $17,873,938 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $17,873,938 |
| Expenses per Audited Statements | $15,523,245 |
| Total Expenses per Audited Statements | $15,523,245 |
| Expenses Not Reported on Financial Statements | $2,350,693 |
| Other Expense Adjustments | $2,269,586 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The board of trustees hired a third party administrator (tpa) to perform the duties of collecting contributions, paying plan expenses and paying plan benefits. The board of trustees approves all non-benefit expenditures before checks are released and reviews all activities of the tpa on a regular basis.”
“The form 990 is reviewed by the third party administrator and the signing officer prior to filing.”
“Requires immediate disclosure of potential conflict of interest and annual review of the conflict of interest policy and annual completion and signing of conflict of interest disclosure form. The policy is reviewed by the board of trustees on an annual basis.”
“All governing documents, conflict of interest policy and financial statements are maintained in the offices of the third party administrator (tpa) office. These documents are available upon request during regular business hours. The location of the office is erisa administration llc, 520 central parkway, suite 311, dallas, tx 75074. The telephone number is 972-943-9559.”
“J.b. Kirk - 2002 avenue j, lubbock, tx 79405. Clyff curry - p.o. Box 154009, waco, tx 76715. Will anthony - p.o. Box 3886, lubbock, tx 79452. Phil ryan - p.o. Box 2411, gulf port, ms 39509. James l. Schwinkendorf - 2225 east randall mill road, suite 625, arlington, tx 76011. Mike malone - 2221 oliver springs way, van buren, ar 72956. Tom parrott - 9920 white settlemnt road, fort worth, tx 76108. D. T. Newell - p.o. Box 261, vicksburg, ms 39181. Mark kelly - 2683 lombardy lane, dallas, tx 75220. Jeri dowdy - p.o. Drawer 2567, monroe, la 71207. Jimmy brewer - 1223 west markham st, little rock, ar 72201. Kevin p. Crusso - 1237 pass road, gulf port, ms 39501. Norm whiteman - p.o. Box 983, euless, tx 76039.”
“Contributions reciprocated (reduced contributions on financials) 2,269,586.”
“Contributions reciprocated (reduced contributions on financials) 2,269,586.”
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 | 21197 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 181684 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1668286 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1617240 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | HEALTH BENEFIT PLAN |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 14172677 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 14172677 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | ERISA ADMINISTRATORS LLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9729439559 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 520 CENTRAL PARKWAY SUITE 311 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | DALLAS |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 75074 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 30000 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 44963 |
| 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/ManagementAndGeneralAmt | 0 | 11114 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 11114 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 642988 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 453683 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 300 E RANDOLPH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 1 | P O BOX 860007 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 1 | PLANO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 1 | TX |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 1 | 750860007 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | BLUECROSS BLUESHIELD OF ILLINOIS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 1 | ERISA ADMINISTRATORS LLC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PPO ADMINISTRATION |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | CONTRACT THIRD PARTY ADMINISTRATOR |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 14172677 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2539524 |
| IRS990/CYOtherExpensesAmt | 0 | 3701261 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 16857259 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1522845 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 17873938 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 19396783 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | HEALTH CLAIMS PAID TO AND FOR THE BENEFIT OF MEMBERS OF MEMBER UNIONS PARTICIPATING IN THE TEXAS PIPE TRADES HEALTH BENEFIT PLAN. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 14117751 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 17650 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17650 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 42961 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 42961 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 453683 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 453683 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 749709 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 749709 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 81107 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 81107 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| 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/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 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/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 12 | 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/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JB KIRK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CLYFF CURRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | WILL ANTHONY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PHIL RYAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JAMES L SCHWINKENDORF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MIKE MALONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | TOM PARROTT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | D T NEWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MARK KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JERI DOWDY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JIMMY BREWER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | KEVIN P CRUSSO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | NORM WHITEMAN |
| 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/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 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/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1979 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1786516 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 14944692 |
| IRS990/GrossReceiptsAmt | 0 | 32554959 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5332 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5332 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 753008 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 753008 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 21546529 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 23946753 |
| IRS990/IRPDocumentCnt | 0 | 19 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 13158176 |
| 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/MissionDesc | 0 | PROVIDING MEMBERS WITH HEALTH, LIFE & DISABILITY BENEFITS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 24802168 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 26212016 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1786516 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1786516 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -112997 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 62913 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 62913 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CONTRIBUTIONS RECIPROCA |
| IRS990/OtherExpensesGrp/Desc | 1 | RECORD STORAGE |
| IRS990/OtherExpensesGrp/Desc | 2 | FOUNDATION DUES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6186 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1020 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 2269586 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2269586 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 6186 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1020 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 4237 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4265 |
| IRS990/PrincipalOfficerNm | 0 | THOMAS PARROTT |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | RECIPROCAL CONTRIBUTION |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 15000727 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1513187 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 343345 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 15000727 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1513187 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 343345 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | LIFE AND ACCIDENT PREMIUMS PAID FOR BENEFITS FOR MEMBERS OF MEMBER UNIONS PARTICIPATING IN THE TEXAS PIPE TRADES HEALTH BENEFIT PLAN. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 54926 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | AMOUNTS RECIPROCATED ON BEHALF OF MEMBERS OF NONMEMBER UNIONS WORKING IN TEXAS PIPE TRADES HEALTH BENEFIT PLAN MEMBER UNION WORK AREAS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 2269586 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 12950824 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 905483 |
| IRS990/PYOtherExpensesAmt | 0 | 2328672 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 14940947 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 566934 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 15279496 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 15846430 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1522845 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| 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 | 24802168 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 26212016 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1574313 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 780479 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 2350693 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 15523245 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 81107 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 81107 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -112997 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 2269586 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 2269586 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -112997 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 2350693 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 17046090 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | CONTRIBUTIONS RECIPROCATED (REDUCED CONTRIBUTIONS ON FINANCIALS) 2,269,586. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CONTRIBUTIONS RECIPROCATED (REDUCED CONTRIBUTIONS ON FINANCIALS) 2,269,586. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 17873938 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 19396783 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 16933093 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 15523245 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE BOARD OF TRUSTEES HIRED A THIRD PARTY ADMINISTRATOR (TPA) TO PERFORM THE DUTIES OF COLLECTING CONTRIBUTIONS, PAYING PLAN EXPENSES AND PAYING PLAN BENEFITS. THE BOARD OF TRUSTEES APPROVES ALL NON-BENEFIT EXPENDITURES BEFORE CHECKS ARE RELEASED AND REVIEWS ALL ACTIVITIES OF THE TPA ON A REGULAR BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS REVIEWED BY THE THIRD PARTY ADMINISTRATOR AND THE SIGNING OFFICER PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REQUIRES IMMEDIATE DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST AND ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AND ANNUAL COMPLETION AND SIGNING OF CONFLICT OF INTEREST DISCLOSURE FORM. THE POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE OFFICES OF THE THIRD PARTY ADMINISTRATOR (TPA) OFFICE. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS. THE LOCATION OF THE OFFICE IS ERISA ADMINISTRATION LLC, 520 CENTRAL PARKWAY, SUITE 311, DALLAS, TX 75074. THE TELEPHONE NUMBER IS 972-943-9559. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | J.B. KIRK - 2002 AVENUE J, LUBBOCK, TX 79405. CLYFF CURRY - P.O. BOX 154009, WACO, TX 76715. WILL ANTHONY - P.O. BOX 3886, LUBBOCK, TX 79452. PHIL RYAN - P.O. BOX 2411, GULF PORT, MS 39509. JAMES L. SCHWINKENDORF - 2225 EAST RANDALL MILL ROAD, SUITE 625, ARLINGTON, TX 76011. MIKE MALONE - 2221 OLIVER SPRINGS WAY, VAN BUREN, AR 72956. TOM PARROTT - 9920 WHITE SETTLEMNT ROAD, FORT WORTH, TX 76108. D. T. NEWELL - P.O. BOX 261, VICKSBURG, MS 39181. MARK KELLY - 2683 LOMBARDY LANE, DALLAS, TX 75220. JERI DOWDY - P.O. DRAWER 2567, MONROE, LA 71207. JIMMY BREWER - 1223 WEST MARKHAM ST, LITTLE ROCK, AR 72201. KEVIN P. CRUSSO - 1237 PASS ROAD, GULF PORT, MS 39501. NORM WHITEMAN - P.O. BOX 983, EULESS, TX 76039. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VII |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 24823365 |
| IRS990/TotalAssetsEOYAmt | 0 | 26393700 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 24823365 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 26393700 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 1431675 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 16442263 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 17873938 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 21197 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 181684 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 21197 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 181684 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 24802168 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 26212016 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 16442263 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 16857259 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 19396783 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 19396783 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 24823365 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 26393700 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | PO BOX 860007 |
| IRS990/USAddress/City | 0 | PLANO |
| IRS990/USAddress/State | 0 | TX |
| IRS990/USAddress/ZIPCode | 0 | 750860007 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES L SCHWINKENDORF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9729439559 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | TEXAS PIPE TRADES HEALTH BENEFIT FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TEXA |
| ReturnHeader/Filer/EIN | 0 | 751669421 |
| ReturnHeader/Filer/PhoneNum | 0 | 9729439559 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 860007 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.