BETA

IRON WORKERS-8 WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IRON WORKERS-8 WELFARE FUND (EIN 39-0855190)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-04-13
IRS object ID
202541039349300009
Schema version
2023v6.0
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)
Return2025-04-13T09:45:24-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117335 GOLF PARKWAY SUITE 500AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390855190EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRON WORKERS LOCAL 8 WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone8002724248PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 ENTERPRISE DRIVEAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLIE FALKNERPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone8002724248PhoneNum
Signature2025-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone2627549400PhoneNum
Preparation2025-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLIE FALKNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 ENTERPRISE DRIVEAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,935,929GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1952FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE BENEFITS TO ELIGIBLE MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,617,300PYProgramServiceRevenueAmt
CY Program Service Revenue$18,668,496CYProgramServiceRevenueAmt
PY Investment Income$2,165,271PYInvestmentIncomeAmt
CY Investment Income$2,115,136CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$379,061CYOtherRevenueAmt
PY Total Revenue$18,782,571PYTotalRevenueAmt
CY Total Revenue$21,162,693CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$18,156,814PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$17,436,627CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,485,417PYOtherExpensesAmt
CY Other Expenses$2,683,009CYOtherExpensesAmt
PY Total Expenses$20,642,231PYTotalExpensesAmt
CY Total Expenses$20,119,636CYTotalExpensesAmt
PY Revenues Less Expenses-$1,859,660PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,043,057CYRevenuesLessExpensesAmt
Total Assets BOY$47,199,363TotalAssetsBOYAmt
Total Assets EOY$51,246,387TotalAssetsEOYAmt
Total Liabilities BOY$2,468,210TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,862,754TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$44,731,153NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$48,383,633NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND 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 Equipment0ReportLandBuildingEquipmentInd
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 Document115IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee34EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
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 MembersYes (1)ElectionOfBoardMembersInd
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 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 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 Line1BENEFIT MANAGEMENT GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8002724248PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112034 WEST ADLER LANEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53214ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MIKE HENKE
CHAIRMAN0.25Yes (X)Yes (X)$0$0$0
TIM ROMAN
TRUSTEE1.00Yes (X)$0$108,338$91,57945.00
BRIAN MCCAMBRIDGE
TRUSTEE1.00Yes (X)$0$108,563$91,57945.00
MARC LAURET
TRUSTEE0.25Yes (X)$0$0$0
PETE KLOSTERMAN
TRUSTEE0.25Yes (X)$0$0$0
MATT MARCELLIS
TRUSTEE0.25Yes (X)$0$0$0
CHARLIE FALKNER
SECRETARY/TREASURER0.25Yes (X)Yes (X)$0$121,616$97,09350.00
JOHN RAUCH
TRUSTEE0.25Yes (X)$0$7,593$3,7182.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$346,110TotReportableCompRltdOrgAmt
Total Other Compensation$283,969TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENEFITS MANAGEMENT GROUP INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 KENSINGTON RAOD STE 200AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATIONServicesDesc
Compensation$451,627CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB. NET230000$15,579,360$15,579,360
SELF-PAYMENT CONTRIB.230000$3,089,136$3,089,136
FieldValueIRS element (for citing)
Total Program Service Revenue$18,668,496TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,195,284TotalRevenueColumnAmt
Exclusion$1,195,284ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,693,088SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$773,236SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$919,852SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$919,852TotalRevenueColumnAmt
Exclusion$919,852ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSTOP-LOSS RECOVERIESDesc
Business900099BusinessCd
Total Revenue Column$379,061TotalRevenueColumnAmt
Related Or Exempt Func Income$379,061RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$379,061OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,162,693TotalRevenueColumnAmt
Related Or Exempt Func Income$19,047,557RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,115,136ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$17,436,627TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$425,027TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$166,727TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,560TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$92,206TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$133,693TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$68,208TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,565TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,568TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
FUTURE BENEFIT PROGRAM$969,348
COST CONTAINMENT EXPENS$649,746
LIFE, ACCIDENTAL DEATH$71,997
EMPLOYEE ASSISTANCE PRO$34,006

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,358TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,119,636TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,376,641BOYAmt
EOY$3,208,411EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$478,556BOYAmt
EOY$933,827EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,517,430BOYAmt
EOY$1,989,197EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$51,646BOYAmt
EOY$116,484EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,550,870BOYAmt
EOY$33,712,603EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,224,220BOYAmt
EOY$11,285,865EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,199,363BOYAmt
EOY$51,246,387EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$136,481BOYAmt
EOY$185,411EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,331,729BOYAmt
EOY$2,677,343EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,468,210BOYAmt
EOY$2,862,754EOYAmt
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$44,731,153BOYAmt
EOY$48,383,633EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,731,153BOYAmt
EOY$48,383,633EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,199,363BOYAmt
EOY$51,246,387EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,043,057ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,609,423NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescNIS INTERMEDIATE FIXED INCOME FUND, LLCDesc
Book Value$11,285,865BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,285,865TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
BENEFIT PROGRAM COSTS$790,543
CLAIMS PAYABLE$1,886,800
FieldValueIRS element (for citing)
Total Liability$2,677,343TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$23,300,849TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,609,423NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,609,423RevenueNotReportedAmt
Revenue Subtotal$20,691,426RevenueSubtotalAmt
Investment Expenses Not Incld$92,206InvestmentExpensesNotIncldAmt
Other Revenues Not Included$379,061OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$471,267RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$21,162,693TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$19,385,069TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$379,061OtherExpensesIncludedAmt
Expenses Not Reported-$379,061ExpensesNotReportedAmt
Expenses Subtotal$19,764,130ExpensesSubtotalAmt
Investment Expenses Not Incld2$92,206InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$263,300OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$355,506ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$20,119,636TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS"), AND THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:STOP-LOSS ADJUSTMENT 379,061.
PART XII, LINE 2D - OTHER ADJUSTMENTS:STOP-LOSS ADJUSTMENT -379,061.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ADJUSTMENT TO BENEFITS PAYABLE 263,300.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
CHARLIE FALKNER
SECRETARY/TREASURER$0$121,616$0$0$0$0$0$71,853$0$25,240$0$218,709$0$0
BRIAN MCCAMBRIDGE
TRUSTEE$0$108,563$0$0$0$0$0$65,687$0$25,892$0$200,142$0$0
TIM ROMAN
TRUSTEE$0$108,338$0$0$0$0$0$65,687$0$25,892$0$199,917$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE RELATED ORGANIZATOIN'S OFFICERS' WAGES ARE SET IN THE LOCALS BYLAWS BASED ON A SET NUMBER OF HOURS FOR THE GENERAL FOREMAN AND SALARIES INCREASE WITH THE WAGE SCALE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ABOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12CSERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND
3333 N MAYFAIR RD SUITE 201WAUWATOSAWI53222390855190SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES)WI501(C)(9)0
BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8
IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY
IRON WORKERS LOCAL 8 DEFENSE FUND
MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL
JOINT APPR & TRAINING FUND

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)

RIDGWAY LLC
AGM ERECTING LLC
IRONWORX LLC
KRAEMER NORTH AMERICA LLC
MEDICAL SUPPORT SYSTEMS LLC
HARRIS REBAR PLACING LLC
KOKOSING ALBERICI LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)

A LINDBERG & SONS INC
A & A ERECTING COMPANY INC
AREA ERECTORS INC
ARS CONTRACTING INC
AZCO INC
B & D CONTRACTORS INC
BADGERLAND METAL BUILDING ERECTORS
BANE NELSON INC
BARNHART CRANE & RIGGING CO
BEE STEEL INC
BESON & HOULE LLC
BEST ERECTORS INC
C R MEYER & SONS COMPANY
CALLOWAY ARCHITECTURAL SALVAGE
CAPITAL STEEL ERECTORS INC
CD SMITH CONSTRUCTION INC
CHILSTROM ERECTING COMPANY
CHOCOLAY IRONWORKS
CLOSNER CONSTRUCTION & SALE
CONSTRUCTION SUPPLY & ERECTION
COXSEE BUILDERS
DOBSON INDUSTRIAL INC
DORAL CORP
DUBURG IRON WORKS INC
DUWE METAL PRODCUTS INC
FA INDUSTRIAL SERVICES INC
GUNDLACH CHAMPION INC
HENNES SERVICES CO
HI BOOM ERECTING
INDUSTRIAL CONST SPECIALIST
INTERSTATE ERECTING INC
J H FINDORFF & SON INC
JM STEEL INC
JP CULLEN & SONS INC
LAKEHEAD CONSTRUCTORS INC
MARSHALL HANES STEEL ERECTORS
METCON BUILDING SYSTEMS INC
MIDWEST STAIRS & IRON INC
MIRON CONSTRUCTION CO INC
MKE IRON ERECTORS INC
NATIONAL MACHINERY & CONVEYOR
NUSTRUCTURES INC
PAULY JAIL BUILDING CO INC
PERMASTEELISA CLADDING TECH LTD
PRIME INDUSTRIAL CONTRACTORS
PW WALSH & CO
QUICKFAB WELDING & ERECTING
RED CEDAR STEEL ERECTORS
REGER COMPANIES INC
REYNOLDS RIGGING & CRANE
REYNOLDS TRANSFER & STORAGE
ROY NESS CONTRACTING & SALES
SCHMIDT STEEL INC
SPE INC
STRONGHOLD INDUSTRIES INC
SULLIVAN DESIGN BUILDING
THE BOLDT COMPANY
USA HOIST CORPORATION
VMI
WAUKESHA CRANE
WISCONSIN REBAR 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 Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PARTS II-IVFormAndLineReferenceDesc
ExplanationTHE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT SOME OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. THEY ARE: ADVANCE STEEL ERECTION INC, ADVANCED STEEL ERECTORS, BAKE'S STEEL ERECTORS, C&B GLASS, INC., ESW PLANT SERVICES, LLC, FIVE STAR REBAR LLC, GM MCCROSSIN INC, GREAT LAKES ERECTING LLC, HOOSIER CRANE SERVICES COMPANY, IMPACT IRON LLC, JACKSON FIELD WELDING SERVICE INC., M.A. MORTENSON COMPANY, MICHELS CONSTRUCTION, NAES POWER CONTRACTORS, PRECISION ARCH GLASS & METAL, PSC CRANE & RIGGING, REFLECTION WINDOW + WALL, SCHECK MECHANICAL CORPORATION, SONGER SERVICES, INC., STRESCORE INC., US ERECTORS, INC., VIKING ERECTORS CORP, WALLNER INDUSTRIAL, WILLIAMS STEEL ERECTORS.ExplanationTxt

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