Civic Intelligence

Eighth District Electrical Benefit Fund

990 • Fiscal year 2013 • EIN 84-0730298

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 29, 2014

Organization Profilewww.8thdist.org

View Organization Page

Post Office Box 3010184130-0101

(801) 973-1001

Siviq Scores

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

Liabilities / Assets

78th percentile

0.29x

Higher debt load relative to assets than 78% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.38x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Asset Growth

49th percentile

6.7%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$77,076,431

Up $4,847,549 (+6.7%) from 2012

Net Assets

Up

$54,971,027

Up $4,034,495 (+7.9%) from 2012

Liabilities

Up

$22,105,404

Up $813,054 (+3.8%) from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin53rd percentile

Revenue

$58,869,847

No earlier filing loaded for comparison.

Expenses

Up

$56,279,144

Up $4,326,050 (+8.3%) from 2012

Net Income

$2,590,703

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$150M$100M$50M$0Assets 2010: $53,711,113Liabilities 2010: $22,058,776Net Assets 2010: $31,652,3372010Assets 2011: $59,905,795Liabilities 2011: $18,739,059Net Assets 2011: $41,166,7362011Assets 2012: $72,228,882Liabilities 2012: $21,292,350Net Assets 2012: $50,936,5322012Assets 2013: $77,076,431Liabilities 2013: $22,105,404Net Assets 2013: $54,971,0272013Assets 2014: $80,654,110Liabilities 2014: $19,587,678Net Assets 2014: $61,066,4322014Assets 2015: $81,506,070Liabilities 2015: $20,841,330Net Assets 2015: $60,664,7402015Assets 2016: $80,205,550Liabilities 2016: $23,282,135Net Assets 2016: $56,923,4152016Assets 2017: $78,348,966Liabilities 2017: $25,793,526Net Assets 2017: $52,555,4402017Assets 2018: $79,312,264Liabilities 2018: $27,488,221Net Assets 2018: $51,824,0432018Assets 2019: $85,081,712Liabilities 2019: $26,314,587Net Assets 2019: $58,767,1252019Assets 2020: $107,875,557Liabilities 2020: $36,264,276Net Assets 2020: $71,611,2812020Assets 2021: $118,392,460Liabilities 2021: $39,664,534Net Assets 2021: $78,727,9262021Assets 2022: $115,212,103Liabilities 2022: $41,874,804Net Assets 2022: $73,337,2992022Assets 2023: $125,696,123Liabilities 2023: $44,304,179Net Assets 2023: $81,391,9442023Assets 2024: $147,961,677Liabilities 2024: $47,488,237Net Assets 2024: $100,473,4402024

Highlighted filing

2013

Assets$77,076,431
Liabilities$22,105,404
Net Assets$54,971,027
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2010: $56,672,5092010Expenses 2011: $44,384,9742011Expenses 2012: $51,953,0942012Revenue 2013: $58,869,847Expenses 2013: $56,279,144Net Income 2013: $2,590,7032013Revenue 2014: $64,696,641Expenses 2014: $61,897,418Net Income 2014: $2,799,2232014Revenue 2015: $69,508,101Expenses 2015: $68,286,168Net Income 2015: $1,221,9332015Revenue 2016: $72,120,990Expenses 2016: $77,440,668Net Income 2016: -$5,319,6782016Revenue 2017: $76,018,853Expenses 2017: $81,173,532Net Income 2017: -$5,154,6792017Revenue 2018: $85,052,855Expenses 2018: $81,885,916Net Income 2018: $3,166,9392018Revenue 2019: $93,948,603Expenses 2019: $90,904,043Net Income 2019: $3,044,5602019Revenue 2020: $97,758,356Expenses 2020: $88,843,327Net Income 2020: $8,915,0292020Revenue 2021: $100,887,270Expenses 2021: $95,046,240Net Income 2021: $5,841,0302021Revenue 2022: $104,610,493Expenses 2022: $98,644,223Net Income 2022: $5,966,2702022Revenue 2023: $109,346,480Expenses 2023: $104,834,430Net Income 2023: $4,512,0502023Revenue 2024: $128,952,569Expenses 2024: $111,766,745Net Income 2024: $17,185,8242024

Highlighted filing

2013

Revenue$58,869,847
Expenses$56,279,144
Net Income$2,590,703
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 29, 2014
Return Version
2013v3.0
Gross Receipts
$72,435,458
Mission and Program Overview

Mission

To provide medical, dental, prescription, vision, personal care accounts, disability, life and accidental death and dismemberment benefits, subject to certain eligibility requirements.

Provide medical/dental/disability benefits for plan particpants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,772,314$65,246,464▲ $9,474,150
Rtn Earn Endowment Incm Other Fnds$50,936,532$54,971,027▲ $4,034,495
Accounts Receivable$6,198,609$6,626,044▲ $427,435
Cash and Non-Interest-Bearing Accounts$2,665,169$3,077,899▲ $412,730
Savings and Temporary Cash Investments$7,577,113$2,110,626▼ $5,466,487
Prepaid Expenses and Deferred Charges$15,677$15,398▼ $279
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$72,228,882$77,076,431▲ $4,847,549
Liabilities
Accounts Payable and Accrued Expenses$21,292,350$22,105,404▲ $813,054
Total Liabilities$21,292,350$22,105,404▲ $813,054
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,936,532$54,971,027▲ $4,034,495
Total Liabilities and Net Assets / Fund Balance$72,228,882$77,076,431▲ $4,847,549
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Jerry GrippaChairman
Mike SchmidtVice Chairman
Dean GrinsteadTrustee
Jim ManteleTrustee
Jim PetersonTrustee
Josh WheelerTrustee
Keith AllenTrustee
Klaas DeBoer JrTrustee
Mike HamTrustee
Patrick CarlsonTrustee
Rodney JamesSecretary
Charlie DockhamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Compusys of UtahMedical Service Provider-$1,523,018
Standard Insurance CompanyLife Insurance-$253,171
Segal CompanyActuary Services-$205,971
Melissa W Cook & AssociatesLegal Fees-$178,453
Revenue and Support

Revenue Composition

Contributions and Grants
$1,129,758
Program Service Revenue
$56,677,456
Investment Income
$1,040,729
Other Revenue
$21,904
Change in Net Assets
$2,590,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,759,546
Revenue Not Reported on Financial Statements
$110,301
Revenue Not Reported on Form 990
$1,443,792
Total Revenue per Audited Statements
$60,203,338
Total Revenue per Form 990
$58,869,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,729,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$53,549,498--$53,549,498
All Other Expenses$365,410--$365,410
Fees for Services Legal$178,655--$178,655
Other Expenses$114,143--$114,143
Fees for Services Accounting$94,850--$94,850
Office Expenses$45,714--$45,714
Insurance$27,066--$27,066
Conferences and Meetings$17,676--$17,676
Total Functional Expenses$56,279,144$0$0$56,279,144

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$56,279,144
Expenses per Audited Statements$55,720,562
Total Expenses per Audited Statements$55,720,562
Expenses Not Reported on Financial Statements$558,582
Other Expense Adjustments$448,281
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The organization's governing body obtains the 990 from their accountant and reviews for accuracy before filing the return.”

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

“The trustees are to disclose any potential conficts of interest or inquire of Plan counsel if there is a question regarding a conflict.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request at their administrative office.”

Filing and Contact Details

Filer

EIN
84-0730298
Phone
8019731001

Signing Officer

Name
Jerry J Grippa
Title
Trustee
Phone
8019731001
Signed
2014-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry J Grippa
Formed
1961
Legal Domicile
Ut
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Preparer
William C Sanden CPA
Phone
7195740100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The organization's trustees assume responsibility for oversight of the audit of its financial statements and the selection of an independent auditor. This oversight process has not changed during the year.”

Financial Statement Notes

Part X, Line 2:

“Management performs an annual analysis of the Plan's various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant taxing authorities. Management believes the Plan has conducted its operations in accordance with applicable income tax reporting requirements, and has properly maintained its tax-exempt status, and has taken no material uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Plan is no longer subject to United States federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2008.”

Part XII, Line 4B - Other Adjustments:

“Hour Bank Benefit Change 448281.”

Raw XML AppendixShowing 400 of 4,926 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021292350
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022105404
IRS990/AccountsReceivableGrp/BOYAmt06198609
IRS990/AccountsReceivableGrp/EOYAmt06626044
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide medical/dental/disability benefits for plan particpants
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0365410
IRS990/AllOtherExpensesGrp/TotalAmt0365410
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt053549498
IRS990/BenefitsToMembersGrp/TotalAmt053549498
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10Eighth District Electrical Benefit
IRS990/BooksInCareOfDetail/PhoneNum08019731001
IRS990/BooksInCareOfDetail/USAddress/AddressLine102156 West 2200 South
IRS990/BooksInCareOfDetail/USAddress/City0Salt Lake City
IRS990/BooksInCareOfDetail/USAddress/State0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0841191376
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02665169
IRS990/CashNonInterestBearingGrp/EOYAmt03077899
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt017676
IRS990/ConferencesMeetingsGrp/TotalAmt017676
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01523018
IRS990/ContractorCompensationGrp/CompensationAmt1253171
IRS990/ContractorCompensationGrp/CompensationAmt2205971
IRS990/ContractorCompensationGrp/CompensationAmt3178453
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine102156 W 2200 South
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine111100 SW 6th Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine125670 Greenwood Plaza Blvd Ste 425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine133444 Carmino del Rio North Ste 106
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0Salt Lake City
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1Portland
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2Greenwood Village
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3San Diego
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2CO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode084111
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode197204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode2801112499
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode392108
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10Compusys of Utah
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11Standard Insurance Company
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12Segal Company
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13Melissa W Cook & Associates
IRS990/ContractorCompensationGrp/ServicesDesc0Medical Service Provider
IRS990/ContractorCompensationGrp/ServicesDesc1Life Insurance
IRS990/ContractorCompensationGrp/ServicesDesc2Actuary Services
IRS990/ContractorCompensationGrp/ServicesDesc3Legal Fees
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt053549498
IRS990/CYContributionsGrantsAmt01129758
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01040729
IRS990/CYOtherExpensesAmt02729646
IRS990/CYOtherRevenueAmt021904
IRS990/CYProgramServiceRevenueAmt056677456
IRS990/CYRevenuesLessExpensesAmt02590703
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt056279144
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt058869847
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Health care benefits
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt053068332
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt094850
IRS990/FeesForServicesAccountingGrp/TotalAmt094850
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0178655
IRS990/FeesForServicesLegalGrp/TotalAmt0178655
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm1Klaas DeBoer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm2Rodney James
IRS990/Form990PartVIISectionAGrp/PersonNm3Patrick Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm4Mike Schmidt
IRS990/Form990PartVIISectionAGrp/PersonNm5Jerry Grippa
IRS990/Form990PartVIISectionAGrp/PersonNm6Charlie Dockham
IRS990/Form990PartVIISectionAGrp/PersonNm7Keith Allen
IRS990/Form990PartVIISectionAGrp/PersonNm8Jim Mantele
IRS990/Form990PartVIISectionAGrp/PersonNm9Mike Ham
IRS990/Form990PartVIISectionAGrp/PersonNm10Dean Grinstead
IRS990/Form990PartVIISectionAGrp/PersonNm11Josh Wheeler
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-193701
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt01129758
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013371910
IRS990/GrossReceiptsAmt072435458
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt027066
IRS990/InsuranceGrp/TotalAmt027066
IRS990/InvestmentIncomeGrp/ExclusionAmt01234430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01234430
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt055772314
IRS990/InvestmentsPubTradedSecGrp/EOYAmt065246464
IRS990/IRPDocumentCnt02926
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013565611
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide Health and disability benefits to plan participants.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt050936532
IRS990/NetAssetsOrFundBalancesEOYAmt054971027
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-193701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-193701
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01443792
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt045714
IRS990/OfficeExpensesGrp/TotalAmt045714
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Administrative Fees
IRS990/OtherExpensesGrp/Desc1Consulting/Actuary
IRS990/OtherExpensesGrp/Desc2Postage
IRS990/OtherExpensesGrp/Desc3Printing
IRS990/OtherExpensesGrp/ProgramServicesAmt01471541
IRS990/OtherExpensesGrp/ProgramServicesAmt1220554
IRS990/OtherExpensesGrp/ProgramServicesAmt2194037
IRS990/OtherExpensesGrp/ProgramServicesAmt3114143
IRS990/OtherExpensesGrp/TotalAmt01471541
IRS990/OtherExpensesGrp/TotalAmt1220554
IRS990/OtherExpensesGrp/TotalAmt2194037
IRS990/OtherExpensesGrp/TotalAmt3114143
IRS990/OtherRevenueMiscGrp/BusinessCd0524292
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt021904
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt021904
IRS990/OtherRevenueTotalAmt021904
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015677
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015398
IRS990/PrincipalOfficerNm0Jerry J Grippa
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/Desc0Premiums - H&W
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt056677456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt056677456
IRS990/ProgSrvcAccomActy2Grp/Desc0Life insurance, stop loss, human organ transplant coverage
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0253171
IRS990/ProgSrvcAccomActy3Grp/Desc0Disability - short-term
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0227996
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02729645
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt049513601
IRS990/PYContributionsGrantsAmt0583051
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01094351
IRS990/PYOtherExpensesAmt02439493
IRS990/PYOtherRevenueAmt08295
IRS990/PYProgramServiceRevenueAmt057926289
IRS990/PYRevenuesLessExpensesAmt07658892
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051953094
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059611986
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02590703
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050936532
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt054971027
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07577113
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02110626
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0558582
IRS990ScheduleD/ExpensesSubtotalAmt055720562
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0110301
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0110301
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01443792
IRS990ScheduleD/OtherExpensesNotIncludedAmt0448281
IRS990ScheduleD/RevenueNotReportedAmt01443792
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0110301
IRS990ScheduleD/RevenueSubtotalAmt058759546
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management performs an annual analysis of the Plan's various tax positions, assessing the likelihood of those positions being upheld upon examination by relevant taxing authorities. Management believes the Plan has conducted its operations in accordance with applicable income tax reporting requirements, and has properly maintained its tax-exempt status, and has taken no material uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Plan is no longer subject to United States federal, state and local, or non-U.S. income tax examinations by tax authorities for years before 2008.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Hour Bank Benefit Change 448281.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt056279144
IRS990ScheduleD/TotalRevenuePerForm990Amt058869847
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt060203338
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt055720562
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's governing body obtains the 990 from their accountant and reviews for accuracy before filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustees are to disclose any potential conficts of interest or inquire of Plan counsel if there is a question regarding a conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflicts of interest policy and financial statements available to the public upon request at their administrative office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's trustees assume responsibility for oversight of the audit of its financial statements and the selection of an independent auditor. This oversight process has not changed during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,076,431
Liabilities
$22,105,404
Net assets
$54,971,027
Revenue
$58,869,847
Expenses
$56,279,144
Net income
$2,590,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$148$47.5$100$129$112$17.2
2023Detailed filing. Detailed filing data is available for this year.$126$44.3$81.4$109$105$4.51
2022Detailed filing. Detailed filing data is available for this year.$115$41.9$73.3$105$98.6$5.97
2021Detailed filing. Detailed filing data is available for this year.$118$39.7$78.7$101$95.0$5.84
2020Detailed filing. Detailed filing data is available for this year.$108$36.3$71.6$97.8$88.8$8.92
2019Detailed filing. Detailed filing data is available for this year.$85.1$26.3$58.8$93.9$90.9$3.04
2018Detailed filing. Detailed filing data is available for this year.$79.3$27.5$51.8$85.1$81.9$3.17
2017Detailed filing. Detailed filing data is available for this year.$78.3$25.8$52.6$76.0$81.2$5.15
2016Detailed filing. Detailed filing data is available for this year.$80.2$23.3$56.9$72.1$77.4$5.32
2015Detailed filing. Detailed filing data is available for this year.$81.5$20.8$60.7$69.5$68.3$1.22
2014Detailed filing. Detailed filing data is available for this year.$80.7$19.6$61.1$64.7$61.9$2.80
2013Detailed filing. Detailed filing data is available for this year.$77.1$22.1$55.0$58.9$56.3$2.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$21.3$50.9$52.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$18.7$41.2$44.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$22.1$31.7$56.7