Civic Intelligence

Airconditioning and Refrigeration Industry Health and Welfare Trust Fund

990 • Fiscal year 2015 • EIN 95-6041105

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Organization Profilewww.acrtrust.org

View Organization Page

3500 W Orangewood AveOrange, CA 92868

(714) 917-6100

Siviq Scores

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

Liabilities / Assets

77th percentile

0.33x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

76th percentile

$173,493

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

86th percentile

18%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

16%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$23,882,172

Up $3,719,762 (+18%) from 2014

Net Assets

Up

$16,097,869

Up $3,707,286 (+30%) from 2014

Liabilities

Up

$7,784,303

Up $12,476 (+0.2%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin73rd percentile

Revenue

Up

$30,711,183

Up $4,136,019 (+16%) from 2014

Expenses

Up

$26,813,737

Up $820,502 (+3.2%) from 2014

Net Income

Up

$3,897,446

Up $3,315,517 (+570%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$80M$60M$40M$20M$0Assets 2010: $27,268,083Liabilities 2010: $11,065,002Net Assets 2010: $16,203,0812010Assets 2011: $25,610,810Liabilities 2011: $10,765,521Net Assets 2011: $14,845,2892011Assets 2012: $22,868,657Liabilities 2012: $11,552,213Net Assets 2012: $11,316,4442012Assets 2013: $19,692,171Liabilities 2013: $8,294,044Net Assets 2013: $11,398,1272013Assets 2014: $20,162,410Liabilities 2014: $7,771,827Net Assets 2014: $12,390,5832014Assets 2015: $23,882,172Liabilities 2015: $7,784,303Net Assets 2015: $16,097,8692015Assets 2016: $30,208,594Liabilities 2016: $8,137,931Net Assets 2016: $22,070,6632016Assets 2017: $37,948,281Liabilities 2017: $9,830,680Net Assets 2017: $28,117,6012017Assets 2018: $42,669,269Liabilities 2018: $9,764,086Net Assets 2018: $32,905,1832018Assets 2019: $52,946,714Liabilities 2019: $10,147,365Net Assets 2019: $42,799,3492019Assets 2020: $60,714,049Liabilities 2020: $15,495,726Net Assets 2020: $45,218,3232020Assets 2021: $67,504,830Liabilities 2021: $15,498,680Net Assets 2021: $52,006,1502021Assets 2022: $63,980,116Liabilities 2022: $17,979,976Net Assets 2022: $46,000,1402022Assets 2023: $72,549,563Liabilities 2023: $20,279,331Net Assets 2023: $52,270,2322023Assets 2024: $79,511,254Liabilities 2024: $20,167,069Net Assets 2024: $59,344,1852024

Highlighted filing

2015

Assets$23,882,172
Liabilities$7,784,303
Net Assets$16,097,869
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $23,924,8152010Revenue 2011: $21,873,389Expenses 2011: $23,334,756Net Income 2011: -$1,461,3672011Revenue 2012: $21,703,845Expenses 2012: $25,769,322Net Income 2012: -$4,065,4772012Revenue 2013: $24,193,501Expenses 2013: $23,160,921Net Income 2013: $1,032,5802013Revenue 2014: $26,575,164Expenses 2014: $25,993,235Net Income 2014: $581,9292014Revenue 2015: $30,711,183Expenses 2015: $26,813,737Net Income 2015: $3,897,4462015Revenue 2016: $34,231,933Expenses 2016: $29,058,019Net Income 2016: $5,173,9142016Revenue 2017: $37,610,534Expenses 2017: $31,943,707Net Income 2017: $5,666,8272017Revenue 2018: $38,918,287Expenses 2018: $31,703,891Net Income 2018: $7,214,3962018Revenue 2019: $39,335,281Expenses 2019: $33,070,435Net Income 2019: $6,264,8462019Revenue 2020: $39,077,402Expenses 2020: $39,144,459Net Income 2020: -$67,0572020Revenue 2021: $39,290,458Expenses 2021: $34,792,957Net Income 2021: $4,497,5012021Revenue 2022: $42,852,184Expenses 2022: $40,373,367Net Income 2022: $2,478,8172022Revenue 2023: $45,745,733Expenses 2023: $43,305,429Net Income 2023: $2,440,3042023Revenue 2024: $48,596,299Expenses 2024: $43,791,903Net Income 2024: $4,804,3962024

Highlighted filing

2015

Revenue$30,711,183
Expenses$26,813,737
Net Income$3,897,446
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$30,711,183
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,701,014$17,429,742▲ $1,728,728
Rtn Earn Endowment Incm Other Fnds$12,390,583$16,097,869▲ $3,707,286
Savings and Temporary Cash Investments$1,309,954$3,202,130▲ $1,892,176
Accounts Receivable$2,605,052$2,801,026▲ $195,974
Cash and Non-Interest-Bearing Accounts$397,394$277,807▼ $119,587
Prepaid Expenses and Deferred Charges$85,819$98,643▲ $12,824
Land, Buildings, and Equipment, Net$63,177$72,824▲ $9,647
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$20,162,410$23,882,172▲ $3,719,762
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$7,687,874$7,733,769▲ $45,895
Accounts Payable and Accrued Expenses$83,953$50,534▼ $33,419
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,771,827$7,784,303▲ $12,476
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,390,583$16,097,869▲ $3,707,286
Total Liabilities and Net Assets / Fund Balance$20,162,410$23,882,172▲ $3,719,762

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$72,824$312,468$385,292
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristi WagnerAdministratorPT$67,076$14,008$81,084

Board Members and Trustees

NameTitle
Brandon MortorffTrustee
Don TanakaTrustee
Glenn Santa CruzTrustee
Jack FerraraTrustee
James ReynoldsTrustee
John BakerTrustee
Mark BurnsideTrustee
Mike Tobintrustee
Richard J Sawhilltrustee
Robert CarderTrustee
Robert a LakeTrustee
Tom MortonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
california physicians' servicecontract admin.50 beale ST, San Francisco, CA 94105$285,543
horizon actuarial services llcactuary5200 LANKERSHIM BLVD STE 740, North Hollywood, CA 91601$154,082
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,417,757
Investment Income
$171,505
Other Revenue
$121,921
Change in Net Assets
$3,897,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,711,183
Revenue Not Reported on Form 990
$-190,160
Total Revenue per Audited Statements
$30,521,023
Total Revenue per Form 990
$30,711,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,350,974
Salaries, Compensation, and Employee Benefits$410,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$25,052,613
Fees for Services Management---$449,453
Fees for Services Other---$264,784
Other Salaries and Wages---$190,186
Other Employee Benefits---$121,595
Fees for Services Legal---$120,236
Fees for Services Accounting---$119,457
Office Expenses---$103,755
Occupancy---$102,264
Information Technology---$70,182
Current Officers, Directors, Trustees, and Key Employees---$67,076
Conferences and Meetings---$37,367
Insurance---$32,221
Payroll Taxes---$31,293
Fees for Service Investment Mgmnt Fees---$17,198
Depreciation Depletion---$16,569
Other Expenses---$2,828
Total Functional Expenses$0$0$0$26,813,737

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,813,737
Total Expenses per Audited Statements$26,813,737
Total Expenses per Form 990$26,813,737
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PARTICIPANTS' ACCUM. ELIGIBILITY$3,926,332
Premiums Payable$1,980,080
Vacation Funds Payable$1,006,815
Not Reported$627,000
Claims Payable$193,542
Est. for Claims Incurred But$0
Est. Future Benefits Based on$0
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Airconditioning and Refrigeration
EIN
95-6041105
In Care Of
% KRISTI WAGNER
Phone
7149176100
Address
3500 W Orangewood Ave, ORANGE, CA 92868

Signing Officer

Name
Jack Ferrara
Title
trustee
Phone
7149176100
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
kristi wagner
Formed
1959
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND III, LINES 1 AND 4A:

“THE TRUST FUND IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, SUPPLEMENTAL DISABILITY, VISION, VACATION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED. PART VI, LINE 12C: THE POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. PART VI, LINE 15a: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE TRUST FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS. PART VII, SECTION A: ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.”

Financial Statement Notes

PART X, LINE 2:

“The trust fund has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust fund administrator believes that the trust fund has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. As of december 31, 2015 information returns for years subsequent to 2011 (2010 for state returns) are subject to examination by authorities.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1273841
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ADMINISTRATOR
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IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt070182
IRS990/InsuranceGrp/TotalAmt032221
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0171505
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IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt016097869
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-190160
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/TotalAmt0103755
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0121595
IRS990/OtherExpensesGrp/Desc0JANITORIAL
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TABULATING
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IRS990/OtherExpensesGrp/TotalAmt111834
IRS990/OtherExpensesGrp/TotalAmt22828
IRS990/OtherLiabilitiesGrp/BOYAmt07687874
IRS990/OtherLiabilitiesGrp/EOYAmt07733769
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0121921
IRS990/OtherRevenueTotalAmt0121921
IRS990/OtherSalariesAndWagesGrp/TotalAmt0190186
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt031293
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt085819
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098643
IRS990/PrincipalOfficerNm0kristi wagner
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030417757
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt024261477
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0256740
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01308915
IRS990/PYOtherRevenueAmt0115960
IRS990/PYProgramServiceRevenueAmt026202464
IRS990/PYRevenuesLessExpensesAmt0581929
IRS990/PYSalariesCompEmpBnftPaidAmt0422843
IRS990/PYTotalExpensesAmt025993235
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026575164
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03897446
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012390583
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016097869
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01309954
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03202130
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0312468
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0385292
IRS990ScheduleD/ExpensesSubtotalAmt026813737
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-190160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0193542
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11980080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt20
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3627000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt40
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt53926332
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt61006815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EST. FOR CLAIMS INCURRED BUT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4EST. FUTURE BENEFITS BASED ON
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5PARTICIPANTS' ACCUM. ELIGIBILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6VACATION FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-190160
IRS990ScheduleD/RevenueSubtotalAmt030711183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUND HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST FUND ADMINISTRATOR BELIEVES THAT THE TRUST FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF DECEMBER 31, 2015 INFORMATION RETURNS FOR YEARS SUBSEQUENT TO 2011 (2010 FOR STATE RETURNS) ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072824
IRS990ScheduleD/TotalExpensesPerForm990Amt026813737
IRS990ScheduleD/TotalLiabilityAmt07733769
IRS990ScheduleD/TotalRevenuePerForm990Amt030711183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030521023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt026813737
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt073841
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08268
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KRISTI WAGNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt092409
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUND IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, SUPPLEMENTAL DISABILITY, VISION, VACATION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED. PART VI, LINE 12C: THE POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. PART VI, LINE 15a: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE TRUST FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS. PART VII, SECTION A: ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,882,172
Liabilities
$7,784,303
Net assets
$16,097,869
Revenue
$30,711,183
Expenses
$26,813,737
Net income
$3,897,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.5$20.2$59.3$48.6$43.8$4.80
2023Detailed filing. Detailed filing data is available for this year.$72.5$20.3$52.3$45.7$43.3$2.44
2022Detailed filing. Detailed filing data is available for this year.$64.0$18.0$46.0$42.9$40.4$2.48
2021Detailed filing. Detailed filing data is available for this year.$67.5$15.5$52.0$39.3$34.8$4.50
2020Detailed filing. Detailed filing data is available for this year.$60.7$15.5$45.2$39.1$39.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$52.9$10.1$42.8$39.3$33.1$6.26
2018Detailed filing. Detailed filing data is available for this year.$42.7$9.76$32.9$38.9$31.7$7.21
2017Detailed filing. Detailed filing data is available for this year.$37.9$9.83$28.1$37.6$31.9$5.67
2016Detailed filing. Detailed filing data is available for this year.$30.2$8.14$22.1$34.2$29.1$5.17
2015Detailed filing. Detailed filing data is available for this year.$23.9$7.78$16.1$30.7$26.8$3.90
2014Detailed filing. Detailed filing data is available for this year.$20.2$7.77$12.4$26.6$26.0$0.58
2013Summary only. Only limited summary data is available for this year.$19.7$8.29$11.4$24.2$23.2$1.03
2012Summary only. Only limited summary data is available for this year.$22.9$11.6$11.3$21.7$25.8$4.07
2011Summary only. Only limited summary data is available for this year.$25.6$10.8$14.8$21.9$23.3$1.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$11.1$16.2$23.9
Peer Organizations

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