Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
990 • Fiscal year 2014 • EIN 88-6002904
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Liabilities / Revenue
38th percentile
Higher debt load relative to revenue than 38% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
63rd percentile
Higher top officer pay than 63% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Assets
Up$26,898,960
Up $5,756,569 (+27%) from 2013
Net Assets
Up$26,326,551
Up $5,531,950 (+27%) from 2013
Liabilities
Up$572,409
Up $224,619 (+65%) from 2013
Revenue
Up$31,543,250
Up $2,247,884 (+7.7%) from 2013
Expenses
Down$25,553,528
Down $4,602,494 (-15%) from 2013
Net Income
Up$5,989,722
Up $6,850,378 (+796%) from 2013
To provide health & welfare benefit coverage for participants and their beneficiaries
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $20,794,601 | $26,326,551 | ▲ $5,531,950 |
| Investments in Publicly Traded Securities | $19,760,727 | $19,381,093 | ▼ $379,634 |
| Investments Other Securities | - | $6,059,482 | - |
| Savings and Temporary Cash Investments | $1,362,826 | $1,447,013 | ▲ $84,187 |
| Land, Buildings, and Equipment, Net | $18,838 | $11,372 | ▼ $7,466 |
| Total Assets | $21,142,391 | $26,898,960 | ▲ $5,756,569 |
| Liabilities | |||
| Other Liabilities | $347,790 | $572,409 | ▲ $224,619 |
| Total Liabilities | $347,790 | $572,409 | ▲ $224,619 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $20,794,601 | $26,326,551 | ▲ $5,531,950 |
| Total Liabilities and Net Assets / Fund Balance | $21,142,391 | $26,898,960 | ▲ $5,756,569 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $11,372 | $25,956 | $37,328 |
| Other Securities | $4,977,453 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Candace Facio | Fund Nurse | FT | $107,457 | $46,409 | $153,866 |
| Name | Title |
|---|---|
| Al Davis | Trustee |
| Brian Pool | Trustee |
| Chris Wile | Trustee |
| Hank Raats | Trustee |
| Jeffrey Westover | Trustee |
| Max Carter Ii | Trustee |
| Patrick Armour | Trustee |
| Raquel Dexter | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Optumrx INC | Prescription Medications | PO BOX 509075, San Diego, CA 92150 | $7,059,446 |
| Ullico | Stop Loss Insurance | PO BOX 223772, Pittsburgh, PA 15251 | $723,590 |
| Zenith American Solutions | Administrator | 18861 90TH AVE SUITE A, Mokena, IL 60448 | $690,895 |
| Benesys | Administrator | 700 TOWER DRIVE SUITE 300, Troy, MI 48098 | $668,384 |
| Vision Service Plan | Vision Benefits | PO BOX 742762, Los Angeles, CA 90074 | $470,104 |
| Line Item | Amount |
|---|---|
| Other Expenses | $2,009,513 |
| Salaries, Compensation, and Employee Benefits | $162,417 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $23,381,598 |
| Fees for Services Other | - | - | - | $1,347,951 |
| Office Expenses | - | - | - | $289,499 |
| Fees for Services Legal | - | - | - | $123,983 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $107,457 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $102,549 |
| Fees for Services Accounting | - | - | - | $47,696 |
| Insurance | - | - | - | $42,268 |
| Other Expenses | - | - | - | $28,446 |
| Pension Plan Contributions | - | - | - | $23,898 |
| Other Employee Benefits | - | - | - | $22,511 |
| Conferences and Meetings | - | - | - | $19,655 |
| Payroll Taxes | - | - | - | $8,551 |
| Depreciation Depletion | - | - | - | $7,466 |
| Total Functional Expenses | $0 | $0 | $0 | $25,553,528 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $26,775,110 |
| Total Expenses per Form 990 | $25,553,528 |
| Expenses per Audited Statements | $25,450,979 |
| Expenses Not Reported on Form 990 | $1,324,131 |
| Expenses Not Reported on Financial Statements | $102,549 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Overdraft Liability | $572,409 |
“Copies of form 990 were provided to the governing body prior to the form 990 being filed. No review was or will be conducted.”
“The governing body discloses any conflicts that have arisen.”
“PURSUANT TO ERISA.”
“DISABILITY FEDERAL TAXES”
“Adjustments made to reflect cash basis form 990”
“Adjustments made to reflect cash basis form 990”
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/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH & WELFARE BENEFIT COVERAGE FOR PARTICIPANTS AND THEIR BENEFICIARIES |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 23381598 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9252089999 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7180 KOLL CENTER PARKWAY SUITE 200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94566 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 107457 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 19655 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 668384 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 7059446 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 2 | 690895 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 3 | 723590 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 470104 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 700 TOWER DRIVE SUITE 300 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 509075 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 18861 90TH AVE SUITE A |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | PO BOX 223772 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | PO BOX 742762 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | TROY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | SAN DIEGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | MOKENA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | PITTSBURGH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | LOS ANGELES |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MI |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | CA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 48098 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 92150 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 60448 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 15251 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 90074 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BENESYS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | OPTUMRX INC |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 2 | ZENITH AMERICAN SOLUTIONS |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 3 | ULLICO |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 4 | VISION SERVICE PLAN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | PRESCRIPTION MEDICATIONS |
| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | ADMINISTRATOR |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | STOP LOSS INSURANCE |
| IRS990/ContractorCompensationGrp/ServicesDesc | 4 | VISION BENEFITS |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 23381598 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 674771 |
| IRS990/CYOtherExpensesAmt | 0 | 2009513 |
| IRS990/CYOtherRevenueAmt | 0 | 1002053 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 29866426 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 5989722 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 162417 |
| IRS990/CYTotalExpensesAmt | 0 | 25553528 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 31543250 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 7466 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH & WELFARE BENEFIT COVERAGE FOR PARTICIPANTS AND THEIR BENEFICIARIES |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 87 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 47696 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 123983 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1347951 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 102549 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| 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 | 48.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| 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/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 | 46409 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MAX CARTER II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | AL DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RAQUEL DEXTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHRIS WILE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JEFFREY WESTOVER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | PATRICK ARMOUR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BRIAN POOL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | HANK RAATS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CANDACE FACIO |
| 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 | 107457 |
| 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/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 | FUND NURSE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1956 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -76961 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 67845827 |
| IRS990/GrossReceiptsAmt | 0 | 99466038 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 42268 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 751732 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 751732 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 6059482 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 19760727 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 19381093 |
| IRS990/IRPDocumentCnt | 0 | 1711 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 25956 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 18838 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 11372 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 37328 |
| IRS990/LegalDomicileStateCd | 0 | NV |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 67922788 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH & WELFARE |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 20794601 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 26326551 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -76961 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -76961 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -457772 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 289499 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 22511 |
| IRS990/OtherExpensesGrp/Desc | 0 | FUND NURSE EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 28446 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 347790 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 572409 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 2 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MEDICARE PART D RDS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | PRESCRIPTION REBATES |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 322926 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 533733 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 2 | 145394 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 322926 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 533733 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 145394 |
| IRS990/OtherRevenueTotalAmt | 0 | 1002053 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 8551 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 23898 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MAX CARTER II |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE SELF PAYS |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 27406523 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 2459903 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 27721028 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 986318 |
| IRS990/PYOtherExpensesAmt | 0 | 2277485 |
| IRS990/PYOtherRevenueAmt | 0 | 1754325 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 26554723 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -860656 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 157509 |
| IRS990/PYTotalExpensesAmt | 0 | 30156022 |
| IRS990/PYTotalRevenueAmt | 0 | 29295366 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 5989722 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 20794601 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 26326551 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1362826 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1447013 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 11372 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 25956 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 37328 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 1324131 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 102549 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 25450979 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 102549 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 102549 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -457772 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 1324131 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 572409 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | OVERDRAFT LIABILITY |
| IRS990ScheduleD/OtherRevenueAmt | 0 | -765793 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 1082029 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 4977453 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | COMMON COLLECTIVE TRUSTS |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | HIGH-YIELD FIXED-INCOME FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -1223565 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 102549 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 31440701 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ADJUSTMENTS MADE TO REFLECT CASH BASIS FORM 990 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | ADJUSTMENTS MADE TO REFLECT CASH BASIS FORM 990 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt XI, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt XII, Line 2d |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 11372 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 6059482 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 25553528 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 572409 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 31543250 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 30217136 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 26775110 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | COPIES OF FORM 990 WERE PROVIDED TO THE GOVERNING BODY PRIOR TO THE FORM 990 BEING FILED. NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE GOVERNING BODY DISCLOSES ANY CONFLICTS THAT HAVE ARISEN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PURSUANT TO ERISA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DISABILITY FEDERAL TAXES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part IX, Line 24f |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | IBEW LOCAL UNION NO 357 PENSION PLAN A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | IBEW LOCAL UNION NO 357 PENSION PLAN B |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 886023284 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 886023284 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 401(a) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 401(a) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO PROVIDE PENSION BENEFITS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | TO PROVIDE PENSION BENEFITS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 8311 W SUNSET RD SUITE 250 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 8311 W SUNSET RD SUITE 250 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | LAS VEGAS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | LAS VEGAS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NV |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 89113 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 89113 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS. THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF CONTRIBUTING EMPLOYERS HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED ON SCHEDULE R. |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART IV |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 21142391 |
| IRS990/TotalAssetsEOYAmt | 0 | 26898960 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 21142391 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 26898960 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 87 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 25553528 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 347790 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 572409 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 347790 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 572409 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 20794601 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 26326551 |
| IRS990/TotalOtherCompensationAmt | 0 | 46409 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 29866426 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 107457 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 674771 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 30868479 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 31543250 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 21142391 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 26898960 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.