IUPAT DISTRICT COUNCIL 21 WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
IUPAT DISTRICT COUNCIL 21 WELFARE FUND (EIN 91-2036994)
Tax period
2022-05-01 to 2023-04-30
Filed
2024-01-26
IRS object ID
202410269349300711
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-01-26T09:20:05-06:00ReturnTs
Tax Period End2023-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912036994EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IUPAT DISTRICT COUNCIL NO 21BusinessNameLine1Txt
Business Name Line2WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIUPABusinessNameControlTxt
Phone2159345130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12980 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191541297ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRAN MCLAUGHLINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2159345130PhoneNum
Signature2024-01-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFRANPersonFirstNm
Person LastMCLAUGHLINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2024-01-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRAN MCLAUGHLINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12980 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191541297ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,156,297GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE FUND IS TO PAY HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$52,338,675PYProgramServiceRevenueAmt
CY Program Service Revenue$54,440,441CYProgramServiceRevenueAmt
PY Investment Income$1,816,374PYInvestmentIncomeAmt
CY Investment Income$1,561,991CYInvestmentIncomeAmt
PY Other Revenue$643,339PYOtherRevenueAmt
CY Other Revenue$205,081CYOtherRevenueAmt
PY Total Revenue$54,798,388PYTotalRevenueAmt
CY Total Revenue$56,207,513CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$52,831,664PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$54,554,535CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,053,311PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,074,018CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$805,592PYOtherExpensesAmt
CY Other Expenses$681,236CYOtherExpensesAmt
PY Total Expenses$54,690,567PYTotalExpensesAmt
CY Total Expenses$56,309,789CYTotalExpensesAmt
PY Revenues Less Expenses$107,821PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$102,276CYRevenuesLessExpensesAmt
Total Assets BOY$61,190,147TotalAssetsBOYAmt
Total Assets EOY$60,166,828TotalAssetsEOYAmt
Total Liabilities BOY$657,161TotalLiabilitiesBOYAmt
Total Liabilities EOY$742,427TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,532,986NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,424,401NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THE FUND IS TO PAY THE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THE FUND IS TO PAY THE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document50IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159345130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12980 SOUTHAMPTON ROADAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19154ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
SAM ANDRA
EMPLOYER CO-CHAIRMAN2.00Yes (X)$0$0$0
MICHAEL THURMAN
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
EVAN LAMBROS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ANGELA TILOTTA
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
PAUL TSOUROUS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
MARK S RABINOWITZ
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
CARL POSTUPAK
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ROBERT GRIFFITHS
UNION TRUSTEE2.00Yes (X)$0$112,513$102,190
JOSEPH T ASHDALE
UNION CO-CHAIRMAN (P)2.00Yes (X)$0$187,864$141,93238.00
MATT TRZASKA
UNION TRUSTEE2.00Yes (X)$0$160,658$126,36438.00
FRANCIS MCLAUGHLIN
UNION CO-CHAIRMAN2.00Yes (X)$0$156,291$153,49638.00
MICHAEL LAUGHLIN
UNION TRUSTEE2.00Yes (X)$0$153,672$123,17738.00
MICHAEL VALCO
UNION TRUSTEE2.00Yes (X)$0$124,295$97,19638.00
MATT CORTEZ
UNION TRUSTEE2.00Yes (X)$0$152,365$111,13238.00
MICHELE GEORGETTI
EMPLOYER CO-CHAIRMAN2.00Yes (X)$0$0$0
AJ CASPARRO
UNION TRUSTEE2.00Yes (X)$0$133,181$99,93138.00
BERNIE SNYDER
UNION TRUSTEE2.00Yes (X)$0$133,148$111,631
MICHAEL PREVITERA
FUND ADMINISTRATOR31.00$111,834$46,695$118,5659.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$111,834TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,360,682TotReportableCompRltdOrgAmt
Total Other Compensation$1,185,614TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19004CLAIMS PROCESSING$1,492,585
GUARDIAN NURSES
PO BOX 224FLOURTOWNPA19031NURSING SERVICES$416,120
BENECARD SERVICES
3131 PRINCETON PIKE BLDG 2B SUITE 1LAWRENCEVILLENJ08648PHARMACY BENEFITS MANAGER$242,542
BRIDGEWAY BENEFIT TECHNOLOGIES
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052IT CONSULTANT$209,053
FIDELIO INSURANCE COMPANY
2826 MT CARMEL AVEGLENSIDEPA19038DENTAL CLAIMS$146,977
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$47,599,960$47,599,960
PARTICIPANT CONTRIBUTIONS525100$6,840,481$6,840,481
FieldValueIRS element (for citing)
Total Program Service Revenue$54,440,441TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,581,920TotalRevenueColumnAmt
Exclusion$1,581,920ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,928,855SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,948,784SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$19,929SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,929TotalRevenueColumnAmt
Exclusion-$19,929ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
OTHER INCOME900099$134,381$134,381
REFUNDED LEGAL FEES900099$27,092$27,092
AUDIT FEE RECOVERY900099$26,721$26,721

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,887TotalRevenueColumnAmt
Exclusion$16,887ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$205,081OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,207,513TotalRevenueColumnAmt
Related Or Exempt Func Income$54,440,441RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,767,072ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$54,554,535TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$619,605TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$200,389TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$205,011TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,013TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$83,321TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$98,214TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$73,280TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$71,450TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$147,556TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$66,096TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,100TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,036TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,713TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,007TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY ACADesc
Total$16,463TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,309,789TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,812,202BOYAmt
EOY$9,619,465EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,379,944BOYAmt
EOY$6,811,245EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$414,497BOYAmt
EOY$450,251EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$422,419LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$289,611LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$153,521BOYAmt
EOY$132,808EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$40,873,510BOYAmt
EOY$40,779,123EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,556,473BOYAmt
EOY$2,373,936EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,190,147BOYAmt
EOY$60,166,828EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$157,735BOYAmt
EOY$183,265EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$266,790BOYAmt
EOY$326,526EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$232,636BOYAmt
EOY$232,636EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$657,161BOYAmt
EOY$742,427EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,532,986BOYAmt
EOY$59,424,401EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,532,986BOYAmt
EOY$59,424,401EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,190,147BOYAmt
EOY$60,166,828EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$102,276ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,006,309NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,181OtherCostOrOtherBasisAmt
Depreciation$14,250DepreciationAmt
Book Value$71,931BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$219,519OtherCostOrOtherBasisAmt
Depreciation$202,760DepreciationAmt
Book Value$16,759BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,719OtherCostOrOtherBasisAmt
Depreciation$72,601DepreciationAmt
Book Value$44,118BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$132,808TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescEMPLOYER DEPOSITDesc
Amt$232,636Amt
FieldValueIRS element (for citing)
Total Liability$232,636TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$55,059,383TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,006,309NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,006,309RevenueNotReportedAmt
Revenue Subtotal$56,065,692RevenueSubtotalAmt
Investment Expenses Not Incld$73,280InvestmentExpensesNotIncldAmt
Other Revenues Not Included$68,541OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$141,821RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$56,207,513TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,167,968TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$56,167,968ExpensesSubtotalAmt
Investment Expenses Not Incld2$73,280InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$68,541OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$141,821ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,309,789TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REFUNDED LEGAL FEES 27,092. AUDIT FEE RECOVERY 26,721. DEPRECIATION REIMBURSEMENT 6,697. IT REIMBURSEMENT 8,031.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REFUNDED LEGAL FEES 27,092. AUDIT FEE RECOVERY 26,721. DEPRECIATION REIMBURSEMENT 6,697. IT REIMBURSEMENT 8,031.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH T ASHDALE
UNION CO-CHAIRMAN (P)$0$187,864$0$0$0$0$0$107,006$0$34,926$0$329,796$0$0
FRANCIS MCLAUGHLIN
UNION CO-CHAIRMAN$0$156,291$0$0$0$0$0$115,872$0$37,624$0$309,787$0$0
MATT TRZASKA
UNION TRUSTEE$0$160,658$0$0$0$0$0$96,811$0$29,553$0$287,022$0$0
MICHAEL PREVITERA
FUND ADMINISTRATOR$111,834$46,695$0$0$0$0$62,184$25,965$21,457$8,959$195,475$81,619$0$0
MICHAEL LAUGHLIN
UNION TRUSTEE$0$153,672$0$0$0$0$0$93,403$0$29,774$0$276,849$0$0
MATT CORTEZ
UNION TRUSTEE$0$152,365$0$0$0$0$0$82,579$0$28,553$0$263,497$0$0
BERNIE SNYDER
UNION TRUSTEE$0$133,148$0$0$0$0$0$81,849$0$29,782$0$244,779$0$0
AJ CASPARRO
UNION TRUSTEE$0$133,181$0$0$0$0$0$71,241$0$28,690$0$233,112$0$0
MICHAEL VALCO
UNION TRUSTEE$0$124,295$0$0$0$0$0$68,550$0$28,646$0$221,491$0$0
ROBERT GRIFFITHS
UNION TRUSTEE$0$112,513$0$0$0$0$0$72,726$0$29,464$0$214,703$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE TRUSTEES HAVE DELEGATED THE MANAGEMENT OF FUND TO AN ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 WAS PROVIDED TO FUND ADMINISTRATOR AND TRUSTEE FOR THEIR REVIEW.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS,CONFLICTS OF INTEREST AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST.
FORM 990 PART XII, LINE 2C:THE FUND'S TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IUPAT DISTRICT COUNCIL 21 ANNUITY FUND
2980 SOUTHAMPTON RDPHILADELPHIAPA19154237390182ANNUITYPA501(C)(9)0
IUPAT DISTRICT COUNCIL 21 JOB ORGANIZATION PROGRAM FUND
2980 SOUTHAMPTON RDPHILADELPHIAPA19154232860609SUBSIDIZEPA501(C)(5)0
PHILADELPHIA HOUSING AUTHORITY
1800 S 32ND STREETPHILADELPHIAPA19145236000326HOUSINGPA501(C)(3)0
PENNSYLVANIA STATE BUILDING & CONTSRUCTION
904 N SECOND STREETHARRISBURGPA17102231584090UNIONPA501(C)(5)0
IUPAT DISTRICT COUNCIL 21
2980 SOUTHAMPTON RDPHILADELPHIAPA19154230377430LABOR UNIONPA501(C)(5)0
DELAWARE VALLEY HEALTHCARE COALITION INC
2980 SOUTHAMPTON RDPHILADELPHIAPA19154232813763LABOR ORGANIZATIONPA501(C)(5)0
PAINTERS DISTRICT COUNCIL 21 OF NORTHEASTERN PA HEALTH AND WELFARE
27 ROLAND AVENUEMOUNT LAURELNJ08054232481823HEALTH AND WELFARENJ501(C)(9)0
UNIVERSITY OF SCRANTON
800 LINDEN STREETSCRANTONPA18510240795495EDUCATIONAL INSTITUTIONPA501(C)(3)0
IUPAT DISTRICT COUNCIL 21 OF NEPA ANNUITY PLAN
2980 SOUTHAMPTON RDPHILADELPHIAPA19145232481824ANNUITYPA501(C)(9)0
GLAZIERS LOCAL 252 PINPOINTING FUND
2980 SOUTHAMPTON RDPHILADELPHIAPA19145546359587SUPPORTPA501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (270 entries)

3-R PAINTING COMPANY
A & J BUILDERS INC
A G A DRYWALL LLC
A PLUS PAINTING & DESIGN IN
A T A P
A P CONSTRUCTION OA
A-1 MAINTENANCE INC OA
ACOUSTICS PLUS INC
ADAMS GLASS COMPANY
ADVANCED COMMERCIAL INTERIO
ADVANCED GLASS & METAL
AIRPORT CONSTRUCTION SERVIC
AJAY GLASS&MIRROR CO INC OA
ALL AMERICAN ARCHITECTURAL
ALL WALLS & CEILINGS INC
ALLGLASS SYSTEMS LLC
ALLIANCE GLAZING TECHNOLOGI
ALLIED PAINTING
ALLIED POWER
ALLRISK INC
ALLSPEC CONSTRUCTION INC
ALMOND GLASS WORKS INC
ALN CONSTRUCTION INC
ALPHA PAINTING & CONST CO
AMERICAN INTERIOR CONSTR IN
ANCHOR PAINTING INC
APPLEWOOD ENTERPRISES
ARENA MAINTENANCE SOLUTIONS
ARLINE CONSTRUCTION SERVICE
ASCHER BROTHERS CO INC
ATHENA CONTRACTING INC
ATSALIS BROTHERS PAINTING C
AUSSIE PAINTING CORP
AVALOTIS CORPORATION
B & G FINISHING LLC
B V F CONSTRUCTION CO INC
BCT WALLS & CEILINGS INC
BEDWELL COMPANY
BELETZ BROS GLASS CO INC
BERKOWITZ INC
BESAM US INC
BHI ENERGY SPECIALTY SERVIC
BIGELOW LLC
BLAST ALL INC
BLASTECH ENTERPRISES
BLASZ CONSTRUCTION
BOCK CONSTRUCTION
BRANDSAFWAY INDUSTRIES LLC
BRAVE INDUSTRIAL PAINT LLC
BROCK INDUSTRIAL SERVICES L
BUTTONWOOD CO INC
C M S GLASS CO INC
C ANTHONY PAINTING INC
C ERICKSON & SONS
C H SCHWERTNER & SONINC
CF BORDO INC
CAMDEN GLASS INC
CAMERON & ASSOC 8 HAGEN CON
CAVANAUGH WALL SOLUTIONS I
CEILINGS INC
CENTER METAL FABRICATORS I
CHAMPION PAINTING
CHARLES DECTIS PAINTING INC
CHELL CONSTRUCTION COMPANY
CHOICE COATING INC
CIRCLE WALLCOVERINGS
CIRIGNANO CONTRACTING INC
CITY GLASS COMPANY OA
CJM PAINTING & DRYWALL FINI
CLEAR CHANNEL OUTDOOR-DELAW
CLEAR CHANNEL OUTDOOR-PHILA
CLEMENS CONSTRUCTION COMPAN
CLEVENGER INTERIORS INC
COASTAL MARINE CONSTRUCTION
COASTLINE CORPORATION
COMMERCIAL WALLCOVERING
COMPONENT ASSEMBLY SYSTEMS
CONNSTRUCTION SERVICES
CORCON INC OA
CORE ERECTORS PENN LLC
COR-RAY PAINTING CO
CRYSTAL CLEAR GLASS & METAL
CURTIS GLASS COMPANY
D & D FAMILY CONSTRUCTION
D&M CONSTRUCTION UNLIMITED
DM COATINGS INC
DALE CONSTRUCTION CO INC
DELTA-BJDS INC
DGF TA EASTERN SOLAR GLASS
DOWCO PAINTING CO
DSM TAPING
DUGGAN & MARCON INC OA
DUMOR PAINTING INC
DUPUY CONSTRUCTION SERVICES
DV CONSTRUCTION SERVICES
DVHCC
EDI WALLCOVERING CO
EDWARD A REIDER INC
ELITE PAINTING
ENCLOS CORP OA
EUREKA METAL & GLASS
EVERGREENE PAINTING STUDIOS
F D THOMAS INC
FASTRACK BUILDERS INC
FINE GROUP
FIVE BROTHERS INC OA
FLORKOWSKI BUILDERS
FRANK LUTTER INC
FREEDOM GLASS & METAL
FROMKIN BROS INC
G C ZARNAS & CO INC
G M I CONTRACTORS
GAROZZO & SCIMECA
GEORGETTI PAINTING & SON
GLAZING CONCEPTS LLC
GLOBAL SPECTRUM LP THE P
GRABOYES LLC
GRACIE PAINTING LLC
GRAHAM PAINTING
GREENWICH GLASS LLC
GUTHRIE GLASS & MIRROR
HAGEN CONSTRUCTION
HAGEN CONSTRUCTION & DEVELO
HARRISBURG GLASS
HAZLETON PAINTING INC
HEARTWOOD BUILDING GROUP
HERSHOCKS INC
HISPANIC VENTURES INC
HMS INTERIORS INC
HOPSON SPECIALTY SYSTEMS
HORTON AUTOMATIC DOOR
HUBER CONSTRUCTION INC
HUTT'S GLASS CO
HYLAN DATACOM & ELECTRICAL
IMPACT STOREFRONT DESIGNS
INDIANA STATE COUNCIL OF RO
INNOVATIVE PAINTINGDECORAT
INTEGRITY INTERIORS INC
INTERSECTION MEDIA LLC
J & G BUILDING
J & M INTERIORS INC
J B PAINTINGPAPERHANGING
J J WHITE INC
JADE PAINTING ENTERPRISE I
JAMES HARPER PAINTING CONTR
JASON ROUGHT PAINTING LLC
JOHN B CONOMOS INC
JOHN S MC MANUS INC
JUPITER PAINTING CO
KCCI - KATZIANER CONSTRUCTI
KEYSTONE ALUMINUM & GLASS C
KJMK CONSTRUCTION CO INC
KNOCK ON GLASS OA DBA ALL A
KUEHNLE-WILSON INC
L R COSTANZO CO INC
L Z PAINTING COMPANY
LA GLASS AND DOOR
LC ENGINEERING LLC
LEAKS CONSTRUCTIONLLC OA
LEGACY AUTOMATIC DOORS LLC
LENICK CONSTRUCTION
LIBERTY DOOR SYSTEMS
LIBERTY MAINTENANCE INC
LP CONSTRUCTION SERVICES LL
LUDHIAM M DEOLIVERIA
M PAINTING CO INC
M SCHNOLL & SONS
MACY'S PAYROLL
MAINLAND GLASS CO
MANDA CORPORATION
MANGO & VACARINO PAINTING
MANSFIELD BROTHERS
MARINIS BROS INC
MARY CLEARY DRYWALL & CORP
MASON BUILDING GROUP
MC BUILDERS LLC
MCS STRUCTURES
MEG GLASS INC
MIDLAND TECH LLC
MITCHELL PAINTING LLC
MOSER CUSTOM CONSTRUCTION L
MOUNT GLASS & METAL DBABUCK
MPG - MASONRY PRESERVATION
MULTISCAPE INC(OA)
MVP INTERIORS
NATIONAL GLASS & METAL CO I
NESMITH & COMPANY INC
NEVOS CONSTRUCTION
NJ SOLAR & SAFETY FILM DBA
NORTH EAST CONTRACTORS
NORTHWOOD CONSTRUCTION CO
NOVINGERS INC
OCOTILLO INC
ORBIS SISBRO INC
P RABINOWITZ GLASS
PA PAINTING AND WALLCOVRNG
PAINTERS DC 711 WELFARE F
PALOMINO ROOFING LLC
PAUL RESTALL COMPANY
PENN ACOUSTICS INC
PENN CONTRACTING SERVICES
PENN INSTALLATIONS INC
PENNSYLVANIA BUILDING AND
PERMASTEELISA CLADDING TECH
PGW AUTO GLASSLKQ
PHA PAINTER GLAZIER & DRYWA
PHILADELPHIA D & M INC
PONNS & CO INC
POSTUPAK PAINTING CO INC
POTTSGROVE GLASS CO INC
PREMIER WINDOW CLEANING
PRIME INTERIORS LLC
PROGREEN PAINTING LLC
PRP SERVICES INC
QUADE' CORP DBA ALPINE PAIN
R A KENNEDY & SONS
RALPH E JONES INC
RAMOS & ASSOCIATES INC
REDEVELOPMENT AUTHORITY OA
REGAL PAINTING CO
REILLY GLAZING INC
RETAIL STOREFRONT GROUP
REVO INDUSTRIES
RIGGS DISTLER & COMPANY
RITTER CONTRACTING INC OA
ROBERT SEAN CONSTRUCTION
RONIN CONSTRUCTION GROUP I
RTA INC
RUSS KELLY INC
RW DAKE CONSTRUCTION
SCOTT ALBIN GLASS
SERVICE PAINTING INC
SHANNON PLASTERING & DRY
SIOUTIS COATING ENTERPRISES
SKYLIGHT CONSLTNTS OF AMER
SLOAN & COMPANY
SMITH CONSTRUCTION CO
SPECIALTY WOODWORK
SPECTRUM ARENA LP
STANLEY ACCESS TECHNOLOGIES
STENTON CORPORATION
STERLING GLASS DUAL PANEIN
STONE ROOTS INC
STRONG TOWER BUILDING ENVEL
STUART DEAN COMPANY INC
SUMMIT DRYWALL SERVICES LLC
SYNERGY GLASS AND DOOR
TANGLEWOOD PAINTING
THE GLASS COMPANY
THE RIFF GROUP
THE WATSON GROUP
THOMAS BUILDING GROUP INC
THOMAS INDUSTRIAL COATINGS
TREND PAINTING
TWINDOWS INC
UNITED METALS AND GLASSINC
UNIVERSITY OF SCRANTON
VAN HAWK INC
VINELAND GLASS
W & W GLASS SYSTEMS
WALSH GLASS WORKS
WELLCRAFT CONSTRUCTION CO
WIDNEY DRYWALL AND PLASTERI
WILLIAM STEELE & SONS INC
WILLIAMSPORT MIRROR & GLASS
WINDERCO INC OA
WINDOW REPAIRS & RESTOR OA
WM PROUD MASONRY RESTORATI
WYATT INC
ZACK PAINTING COMPANY INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IUPAT DISTRICT COUNCIL 21 ANNUITY FUND
N$216,640FMV
IUPAT DISTRICT COUNCIL 21 ANNUITY FUND
O$131,432FMV

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