INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN (EIN 36-2153764)
Tax period
2023-02-01 to 2024-01-31
Filed
2024-06-12
IRS object ID
202401649349301120
Schema version
2023v5.0
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)
Return2024-06-12T12:26:23-05:00ReturnTs
Tax Period End2024-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 W MONROE STREET SUITE 310AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362153764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF TEAMSTERSBusinessNameLine1Txt
Business Name Line2710 HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone7732542500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19000 W 187TH STREETAddressLine1Txt
CityMOKENACityNm
State AbbreviationILStateAbbreviationCd
ZIP60448ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL PILGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7732542500PhoneNum
Signature2024-06-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSAMUELPersonFirstNm
Person LastPILGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN LEGGEROPreparerPersonNm
PTINP01357710PTIN
Phone3126550037PhoneNum
Preparation2024-06-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSAMUEL PILGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19000 W 187TH STREETAddressLine1Txt
CityMOKENACityNm
State AbbreviationILStateAbbreviationCd
ZIP60448ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$91,293,555GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
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$50,104,786PYProgramServiceRevenueAmt
CY Program Service Revenue$45,028,542CYProgramServiceRevenueAmt
PY Investment Income-$785,454PYInvestmentIncomeAmt
CY Investment Income$772,666CYInvestmentIncomeAmt
PY Other Revenue$497PYOtherRevenueAmt
CY Other Revenue$32CYOtherRevenueAmt
PY Total Revenue$49,319,829PYTotalRevenueAmt
CY Total Revenue$45,801,240CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$38,810,636PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,091,395CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$992,213PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,107,890CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,080,680PYOtherExpensesAmt
CY Other Expenses$1,184,518CYOtherExpensesAmt
PY Total Expenses$40,883,529PYTotalExpensesAmt
CY Total Expenses$37,383,803CYTotalExpensesAmt
PY Revenues Less Expenses$8,436,300PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,417,437CYRevenuesLessExpensesAmt
Total Assets BOY$128,793,072TotalAssetsBOYAmt
Total Assets EOY$144,348,663TotalAssetsEOYAmt
Total Liabilities BOY$7,806,442TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,132,772TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$120,986,630NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$138,215,891NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO 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 SecYes (1)ReportInvestmentsOtherSecInd
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 Document547IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL O'MALLEYPersonNm
Phone7732542500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19000 W 187TH STREETAddressLine1Txt
CityMOKENACityNm
State AbbreviationILStateAbbreviationCd
ZIP60448ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
SAMUEL D PILGER
CO-CHAIR/TRUSTE1.00Yes (X)$12,011$48,175$0
GARY CALDWELL
TRUSTEE1.00Yes (X)$0$0$0
BERNARD T SHERLOCK
TRUSTEE1.00Yes (X)$0$134,742$59,07045.00
DELMAR SCHAEFER
TRUSTEE1.00Yes (X)$0$174,583$59,18845.00
MICHAEL J CALES
CO-CHAIR/TRUSTEE1.00Yes (X)$0$208,569$59,18845.00
DAN HOYER
TRUSTEE1.00Yes (X)$20,564$12,000$0
MICHAEL O'MALLEY
ADMINISTRATOR25.00$171,950$0$57,85025.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$204,525TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$578,069TotReportableCompRltdOrgAmt
Total Other Compensation$235,296TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 E RANDOLPHCHICAGOIL60601BENEFIT CONTRACT ADMINISTRATOR$1,258,190
UNITED ACTUARIAL SERVICES INC
11590 N MERIDIAN ST 610CARMELIN46032ACTUARIAL$121,313
WILLIG WILLIAMS AND DAVIDSON
1845 WALNUT STREET 24TH FLOORCHICAGOIL19103ATTORNEY$111,584
BRIDGEWAY BENEFIT TECHNOLOGIES
3000 SOUTH LENOLA RDMAPLE SHADENJ08052BENEFIT ADMINISTRATION SOFTWARE$108,562
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$43,703,444$43,703,444
RETIREE CONTRIBUTIONS900099$540,000$540,000
CLAIMS REFUNDS AND SET900099$445,564$445,564
PARTICIPANT CONTRIBUTI900099$339,534$339,534
FieldValueIRS element (for citing)
Total Program Service Revenue$45,028,542TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,038,421TotalRevenueColumnAmt
Exclusion$2,038,421ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$44,226,560SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,492,315SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,265,755SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,265,755TotalRevenueColumnAmt
Exclusion-$1,265,755ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$32TotalRevenueColumnAmt
Related Or Exempt Func Income$32RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$32OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,801,240TotalRevenueColumnAmt
Related Or Exempt Func Income$45,028,574RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$772,666ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,091,395TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$177,676TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$508,994TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$202,240TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$172,678TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,302TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$225,166TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$89,208TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$164,899TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,313TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$139,092TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$168,771TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$113,817TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$48,920TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,663TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$92,669TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,383,803TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,739,767BOYAmt
EOY$5,031,265EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,932,217BOYAmt
EOY$8,377,677EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,792,768BOYAmt
EOY$4,012,437EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$63,575BOYAmt
EOY$74,281EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$669,234LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$648,757LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,758BOYAmt
EOY$20,477EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,705,921BOYAmt
EOY$75,595,831EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$40,260,866BOYAmt
EOY$50,850,095EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$274,200BOYAmt
EOY$386,600EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$128,793,072BOYAmt
EOY$144,348,663EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$76,376BOYAmt
EOY$120,266EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,730,066BOYAmt
EOY$6,012,506EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,806,442BOYAmt
EOY$6,132,772EOYAmt
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$120,986,630BOYAmt
EOY$138,215,891EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$120,986,630BOYAmt
EOY$138,215,891EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$128,793,072BOYAmt
EOY$144,348,663EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,417,437ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,811,824NetUnrlzdGainsLossesInvstAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,441OtherCostOrOtherBasisAmt
Depreciation$121,903DepreciationAmt
Book Value$1,538BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$545,793OtherCostOrOtherBasisAmt
Depreciation$526,854DepreciationAmt
Book Value$18,939BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,477TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMON COLLECTIVE TRUSTSDesc
Book Value$50,850,095BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$50,850,095TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
LIABILITY FOR LOSS ON SECURITIES LENDING$252,076
LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN$386,600
INSURANCE PREMIUMS PAYABLE$39,007
DUE TO BROKER$186,830
CLAIMS PAYABLE/IBNR$5,147,993
FieldValueIRS element (for citing)
Total Liability$6,012,506TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$54,448,165TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,811,824NetUnrealizedGainsInvstAmt
Revenue Not Reported$8,811,824RevenueNotReportedAmt
Revenue Subtotal$45,636,341RevenueSubtotalAmt
Investment Expenses Not Incld$164,899InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$164,899RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$45,801,240TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$39,224,904TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$39,224,904ExpensesSubtotalAmt
Investment Expenses Not Incld2$164,899InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$2,006,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$1,841,101ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,383,803TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEES BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE (DECREASE) IN CLAIMS, IBNR AND PREMIUMS PAYABLE -2,006,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
MICHAEL J CALES
CO-CHAIR/TRUSTEE$0$185,000$0$2,500$0$21,069$0$31,249$0$27,939$0$267,757$0$0
DELMAR SCHAEFER
TRUSTEE$0$164,365$0$2,500$0$7,718$0$31,249$0$27,939$0$233,771$0$0
MICHAEL O'MALLEY
ADMINISTRATOR$166,950$0$5,000$0$0$0$15,624$15,624$13,301$13,301$200,875$28,925$0$0
BERNARD T SHERLOCK
TRUSTEE$0$115,000$0$2,500$0$17,242$0$31,249$0$27,821$0$193,812$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND IS MADE AVAILABLE TO THE TRUSTEES PRIOR TO FILING. THE FORM IS SIGNED AND FILED AFTER THIS REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY AND MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY DURING BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15SALARIES ARE REVIEWED PERIODICALLY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990 PART XII LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
IB OF T LOCAL NO 710 PENSION FUND
9000 W 187TH STREETMOKENAIL60448362377656PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITSIL501(A)N/A0
IB OF T LOCAL UNION NO 710
9000 W 187TH STREETMOKENAIL60448361460890LABOR ORGANIZATIONIL501(C)(5)N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)

ARKANSAS BEST FRT-GE
AURORA PACKING CO D
BREAKTHRU BEVERAGE G
CASSENS TRANSPORT CO
CITY FOODS
CPC HOME PRODUCTS L
FOUR STAR FOODS INC
GUARINO WHOLESALE I
HEBDING TRANSPORT I
HOFMEISTER JOHN AND
IB OF T LOCAL UNI
KALUZNY BROTHERS IN
L AND L PROVISION
LG&ELINDE
LINCOLN PROVISIONS I
MAHONEY ENVIRONMENTA
MARTIN BROWERGSF
MONDELEZ GLOBAL LLC
MORREALE JOHN R I
NEALEY FOODS
OFFICE OF THE TRUSTE
PACIFIC RAIL SERVICE
RANDOLPH PACKING CO
ROSE PACKING COMPANY
SOUTHERN GLAZER'S WI
STOCK YARDS CHICAGO
USF HOLLAND INC
VANEK INC
VANEK INC - FLATBED
WHITE CASTLE SYSTEM
WICHITA PACKING COMP
YRC WORLDWIDE
AUTO WAREHOUSING COM
DARLING INGREDIENTS
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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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