SOUTHEASTERN IRON WORKERS WELFARE PLAN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN IRON WORKERS WELFARE PLAN (EIN 63-0334002)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-21
- IRS object ID
- 202403569349300405
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-21T10:10:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650140643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D EISENBERG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 CONGRESS AVENUE STE 1128 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630334002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEASTERN IRON WORKERS WELFARE PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37370 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DUFFIELD | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 6158590131 | PhoneNum |
| Signature | 2024-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D EISENBERG | PreparerPersonNm |
| PTIN | P00175252 | PTIN |
| Phone | 9548469490 | PhoneNum |
| Preparation | 2024-12-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DUFFIELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $59,782,286 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | To provide health benefits to its members. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,926,612 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,336,631 | CYProgramServiceRevenueAmt |
| PY Investment Income | $215,050 | PYInvestmentIncomeAmt |
| CY Investment Income | $493,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,141,662 | PYTotalRevenueAmt |
| CY Total Revenue | $33,830,115 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $29,468,370 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $31,022,312 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,018,604 | PYOtherExpensesAmt |
| CY Other Expenses | $1,947,243 | CYOtherExpensesAmt |
| PY Total Expenses | $31,486,974 | PYTotalExpensesAmt |
| CY Total Expenses | $32,969,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,345,312 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $860,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,051,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,183,640 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,951,046 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,066,764 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN BENEFIT ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT DUFFIELD | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODY CREWS | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN BARBER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| YOSVANY TORRES | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KNOST | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF BAILEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BRADLEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAN SEGOVIA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER BERGEL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SHELL | ||||||
| TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESTER HENSLEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM BOYKIN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CONRAD VARNUM | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM McMILLAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL METTE | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GARMOE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | |||||
| 225 TOWN PARK DRIVE STE 350 | KENNESAW | GA | 30144 | STOP LOSS COVERAGE | $1,349,264 |
| ANTHEM | |||||
| 3350 PEACHTREE ROAD NE | ATLANTA | GA | 30326 | PPO PROVIDER | $972,848 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | |||||
| PO BOX 1449 | GOODLETTSVILLE | TN | 37070 | CONTRACT ADMINISTRATION | $665,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $33,336,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,336,631 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,336,631 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $977,747 | TotalRevenueColumnAmt |
| Exclusion | $977,747 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,467,908 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,952,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$484,263 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$484,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$484,263 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,830,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,852,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $977,747 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,022,312 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,973 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,956 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,980 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,500 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,858 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,760 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,128 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PPO ACCESS FEES | $972,848 |
| PLAN ADMINISTRATION | $665,712 |
| PCORI FEE | $18,603 |
| BANK CHARGES | $13,925 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,969,555 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,957 | BOYAmt |
| EOY | $1,279,516 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,007,728 | BOYAmt |
| EOY | $3,980,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,525,662 | BOYAmt |
| EOY | $38,923,824 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,051,347 | BOYAmt |
| EOY | $44,183,640 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,301 | BOYAmt |
| EOY | $116,876 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,301 | BOYAmt |
| EOY | $116,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,951,046 | BOYAmt |
| EOY | $44,066,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,951,046 | BOYAmt |
| EOY | $44,066,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,051,347 | BOYAmt |
| EOY | $44,183,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $860,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,255,158 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $36,980,293 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,255,158 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,255,158 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,725,135 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,980 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $104,980 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,830,115 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,864,575 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,864,575 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,980 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $104,980 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,969,555 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Organization reviews it's conflict of interest policy on a regular basis, and requires Trustees to acknowledge their adherence to policy guidlines. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its financial statements and governing documents available to the public upon written request. |
| Form 990, Part XII, Line 2c: | The Board of Trustees are responsible for the oversight of the audit process. There has been no change in this process. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #272 | |||||||
| 1201 NE 75TH AVENUE | FT LAUDERDALE | FL | 33304 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | FL | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #379 | |||||||
| 10201 EAST US HIGHWAY 92 | TAMPA | FL | 33610 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | FL | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #387 | |||||||
| 109 SELIG DRIVE SW | ATLANTA | GA | 30336 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | GA | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #402 | |||||||
| 1001 WEST 15TH STREET | RIVIERA BEACH | FL | 33404 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | FL | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #597 | |||||||
| 9616 KENTUCKY STREET | JACKSONVILLE | FL | 32218 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | FL | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #709 | |||||||
| 131 WESTSIDE BLVD | POOLER | GA | 31322 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | GA | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #808 | |||||||
| 200 EAST LANDSTREET ROAD | ORLANDO | FL | 32824 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | FL | 501 (C) | 0 |
| INTERNATIONAL ASSOC OF BSOR IRONWORKERS LOCAL #848 | |||||||
| 7326 PEPPERDAM AVENUE | NORTH CHARLESTON | SC | 29418 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF MEMBERS | SC | 501 (C) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Southeastern Ironworkers Health Care PlanThis firm was engaged by the above referenced Fund to perform the 2023 year end audit and filing the Organization's annual tax filing, form 900. The Organization's tax year is January through December. Relying on that information, this firm proceeded to file form 8868, Extension of Time to file. Accordingly, the original due date would have been May 15, 2024. That date was extended by our filing of form 8868 to November 15, 2024.On September 23, 2024, the State of Florida was impacted by Hurricane Helene and Milton. Subsequently, on October 11, 2024, the Internal Revenue Service announced filing relief ( IR-2024-266) for those taxpayers affected by Hurricanes Helene and Milton including those taxpayers in Alabama, Florida, Georgia, North Carolina and South Carolina. The relief further extended the filing due date for federal tax forms including form 990 until May 1, 2025. Taking into consideration the Organization retained the services of a Certified Public Accountant, who is located in the State of Florida and who has the necessary records and documents for filing the return, resides in Florida, the extended filing date of May 1, 2025 would have applied to this Organization.Consequently, the above-referenced Organization respectfully request relief for any penalty that may arise as a result from the filing form 990. | ExplanationTxt |
Comments