Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
990 • Fiscal year 2023 • EIN 85-6010752
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Liabilities / Revenue
28th percentile
Higher debt load relative to revenue than 28% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
33rd percentile
Higher top officer pay than 33% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Up$116,627,834
Up $19,607,383 (+20%) from 2022
Net Assets
Up$116,478,418
Up $19,671,650 (+20%) from 2022
Liabilities
Down$149,416
Down $64,267 (-30%) from 2022
Revenue
Up$36,936,516
Up $22,471,753 (+155%) from 2022
Expenses
Up$24,796,107
Up $2,044,483 (+9.0%) from 2022
Net Income
Up$12,140,409
Up $20,427,270 (+247%) from 2022
To provide accident, hospital, surgical, medical, death benefits and safety benefits.
To provide accident, hospital, surgical, medical, death benefits and safety benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Pd in Cap Srpls Land Bldg Eqp Fund | $96,806,768 | $116,478,418 | ▲ $19,671,650 |
| Investments in Publicly Traded Securities | $81,907,068 | $111,143,908 | ▲ $29,236,840 |
| Savings and Temporary Cash Investments | $12,451,348 | $2,950,638 | ▼ $9,500,710 |
| Accounts Receivable | $2,538,581 | $2,452,474 | ▼ $86,107 |
| Prepaid Expenses and Deferred Charges | - | $80,814 | - |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $97,020,451 | $116,627,834 | ▲ $19,607,383 |
| Other Assets Total | $123,454 | $0 | ▼ $123,454 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $213,683 | $149,416 | ▼ $64,267 |
| Total Liabilities | $213,683 | $149,416 | ▼ $64,267 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $96,806,768 | $116,478,418 | ▲ $19,671,650 |
| Total Liabilities and Net Assets / Fund Balance | $97,020,451 | $116,627,834 | ▲ $19,607,383 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | - | $50,000 | $50,000 |
| Name | Title |
|---|---|
| Jose V Antencio JR | Chairman |
| Darrell Deaguerro | Vice Chairman |
| Bob Warianka | Trustee |
| Michael Dea | Trustee |
| Patrick Thomas | Trustee |
| Richard Russom | Trustee |
| Roman Feher | Trustee |
| Steve Campbell | Trustee |
| Edward Sim Jr | Secretary |
| Charles Watson | Vice Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Southwest Service Administrators Inc | Administrator | 6121 Indian School Rd NE Ste 123, Albuquerque, NM 87110 | $992,001 |
| BCBS ILlinois | Access fees | 300 E Randolph St 22NE, chicago, IL 60601 | $722,770 |
| Greenlight Cost Management | Cost management | 17015 N Scottsdale Rd Ste 350, Scottsdale, AZ 85255 | $202,055 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,876,230 |
| 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 | - | - | - | $21,919,877 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $501,437 |
| Office Expenses | - | - | - | $121,947 |
| Other Expenses | - | - | - | $87,519 |
| Fees for Services Other | - | - | - | $79,027 |
| Fees for Services Legal | - | - | - | $50,686 |
| Fees for Services Accounting | - | - | - | $30,903 |
| Insurance | - | - | - | $20,954 |
| All Other Expenses | - | - | - | $17,836 |
| Conferences and Meetings | - | - | - | $4,491 |
| Total Functional Expenses | $0 | $0 | $0 | $24,796,107 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $24,796,107 |
| Expenses per Audited Statements | $24,294,670 |
| Total Expenses per Audited Statements | $24,294,670 |
| Expenses Not Reported on Financial Statements | $501,437 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
“The form 990 is reviewed prior to the filing by the trustees.”
“No documents available to the public.”
“Tax years ended 2020 - 2022 remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statues of limitations, audits, changes in tax laws and new authoritative rulings.”
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 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 213683 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 149416 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2538581 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2452474 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To provide accident, hospital, surgical, medical, death benefits and safety benefits |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 17836 |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 21919877 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Southwest Service Admin |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5052658422 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6121 Indian School Rd NE6121 Indian |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Albuquerque |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NM |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 87106 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4491 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 992001 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 722770 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 202055 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 6121 Indian School Rd NE Ste 123 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 300 E Randolph St 22NE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 17015 N Scottsdale Rd Ste 350 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Albuquerque |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | chicago |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | Scottsdale |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NM |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | AZ |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 87110 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 60601 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 85255 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Southwest Service Administrators Inc |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | BCBS ILlinois |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | Greenlight Cost Management |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Administrator |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | Access fees |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Cost management |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 21919877 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5003719 |
| IRS990/CYOtherExpensesAmt | 0 | 2876230 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 31932797 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 12140409 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 24796107 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 36936516 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | to provide accident, hospital, surgical, medical, death benefits and safety benefits to approximately 3,500 members and their dependents |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 30903 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 50686 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 79027 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 501437 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | 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/PersonNm | 0 | Roman Feher |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Michael Dea |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Bob Warianka |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Richard Russom |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Steve Campbell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Patrick Thomas |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Edward Sim Jr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Charles Watson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Jose V Antencio JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Darrell Deaguerro |
| 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/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/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 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Vice Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Vice Chairman |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1960 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2861892 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 92807616 |
| IRS990/GrossReceiptsAmt | 0 | 126882240 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 20954 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2141827 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2141827 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 81907068 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 111143908 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 50000 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 50000 |
| IRS990/LegalDomicileStateCd | 0 | NM |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 89945724 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To provide accident, hospital, surgical, medical, death benefits and saftey benefits |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 96806768 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 116478418 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 2861892 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2861892 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 7531241 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 121947 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 123454 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Administrative expense |
| IRS990/OtherExpensesGrp/Desc | 1 | PPO Network Services |
| IRS990/OtherExpensesGrp/Desc | 2 | Medical Review |
| IRS990/OtherExpensesGrp/Desc | 3 | Affiliation |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 992001 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 767174 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 202255 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 87519 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 96806768 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 116478418 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 80814 |
| IRS990/PrincipalOfficerNm | 0 | Jose V Antecio Jr |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Employer Contributions |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Participants |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Subrogation |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 31698967 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 161395 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 72435 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 31698967 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 161395 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 72435 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 19701513 |
| IRS990/PYInvestmentIncomeAmt | 0 | -15427453 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 3050111 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 29892216 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -8286861 |
| IRS990/PYTotalExpensesAmt | 0 | 22751624 |
| IRS990/PYTotalRevenueAmt | 0 | 14464763 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 12140409 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 12451348 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2950638 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 50000 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 50000 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 501437 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 24294670 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 501437 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 501437 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 7531241 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 7531241 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 501437 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 36435079 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | Tax years ended 2020 - 2022 remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statues of limitations, audits, changes in tax laws and new authoritative rulings. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X : FIN48 Footnote |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 24796107 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 36936516 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 43966320 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 24294670 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The form 990 is reviewed prior to the filing by the trustees. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section C, Line 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 97020451 |
| IRS990/TotalAssetsEOYAmt | 0 | 116627834 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 97020451 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 116627834 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 24796107 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 213683 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 149416 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 213683 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 149416 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 96806768 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 116478418 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 31932797 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 5003719 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 31932797 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 36936516 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 97020451 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 116627834 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 10 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Jose V Antecio Jr |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-06-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Southwest Multicraft |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Health & Welfare Trust Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 856010752 |
| ReturnHeader/Filer/PhoneNum | 0 | 5052658422 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6121 Indian School Rd NE 123 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Albuquerque |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NM |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 87110 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 434370753 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Baldwin Moffitt Behm LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 8399 E Indian School Rd 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Scottsdale |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 85251 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4807369200 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Robert H Baldwin |
| ReturnHeader/ReturnTs | 0 | 2024-06-18T08:02:20-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Jose V Antecio |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Jr |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.