INDIANA BRICKLAYERS BL TP STONE & MARBLE MASONS TILE LAYER & TER 220: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDIANA BRICKLAYERS BL TP STONE & MARBLE MASONS TILE LAYER & TER 220 (EIN 35-0940329)
Tax period
2023-03-01 to 2024-02-29
Filed
2024-08-26
IRS object ID
202442399349300409
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

FieldValueIRS element (for citing)
Return2024-08-26T08:48:06-05:00ReturnTs
Tax Period End2024-02-29TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 INDIANAPOLIS BLVD STE 103AddressLine1Txt
CitySCHERERVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46375ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350940329EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRICKLAYERS UNION LOCAL NO 6 OF INDIANABusinessNameLine1Txt
Business Name Line2WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone2197693376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17985 MARSHALL STREETAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT PUZAPersonNm
Person TitleFUND MANAGERPersonTitleTxt
Phone2197693376PhoneNum
Signature2024-08-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID ZABRECKYPreparerPersonNm
PTINP01460569PTIN
Phone2198361065PhoneNum
Preparation2024-08-26PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT PUZAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17985 MARSHALL STREETAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,504,861GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,128,671PYProgramServiceRevenueAmt
CY Program Service Revenue$4,421,500CYProgramServiceRevenueAmt
PY Investment Income$176,639PYInvestmentIncomeAmt
CY Investment Income$359,959CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,305,310PYTotalRevenueAmt
CY Total Revenue$4,781,459CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,354,020PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$4,807,346CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$185,118PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$194,074CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$225,772PYOtherExpensesAmt
CY Other Expenses$255,706CYOtherExpensesAmt
PY Total Expenses$3,764,910PYTotalExpensesAmt
CY Total Expenses$5,257,126CYTotalExpensesAmt
PY Revenues Less Expenses$540,400PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$475,667CYRevenuesLessExpensesAmt
Total Assets BOY$11,318,815TotalAssetsBOYAmt
Total Assets EOY$11,385,124TotalAssetsEOYAmt
Total Liabilities BOY$105,185TotalLiabilitiesBOYAmt
Total Liabilities EOY$123,401TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,213,630NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,261,723NetAssetsOrFundBalancesEOYAmt
MissionHEALTH BENEFIT FUND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS AND LIFE INSURANCE COVERAGE FOR PARTICIPANTS AND THEIR ELIGIBLE 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 Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
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 Committees0MinutesOfCommitteesInd
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
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT PUZABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2197693376PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17985 MARSHALL STREETAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANTHONY ARENS
TRUSTEE1.001.00Yes (X)$0$0$0
PATRICK CLARK
TRUSTEE1.001.00Yes (X)$0$0$0
JEFFREY COLVIN
TRUSTEE1.001.00Yes (X)$0$0$0
CHRIS DOOLIN
TRUSTEE1.001.00Yes (X)$0$0$0
JEFFREY CAVINDER
TRUSTEE1.0040.00Yes (X)$0$91,894$54,855
ROBERT ZEMAITIS
TRUSTEE1.001.00Yes (X)$0$0$0
TIM WHITE
TRUSTEE1.001.00Yes (X)$0$0$0
JASON BARNARD
TRUSTEE1.001.00Yes (X)$0$0$0
TIM KAPITAN
TRUSTEE1.001.00Yes (X)$0$0$0
DONALD SUMMAR
TRUSTEE1.001.00Yes (X)$0$97,886$81,332
TODD ADAMS
TRUSTEE - NEW1.001.00Yes (X)$0$0$0
MICHAEL PATTERSON
TRUSTEE - NEW1.001.00Yes (X)$0$0$0
ROBERT PUZA
FUND MANAGER20.0020.00$0$86,198$56,905Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$275,978TotReportableCompRltdOrgAmt
Total Other Compensation$193,092TotalOtherCompensationAmt
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 Line1ANTHEMBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 VIRGINIA AVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
ServicesPPO NETWORK PROVIDERServicesDesc
Compensation$154,804CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$4,313,340$4,313,340
PARTICIPANT/RETIREE CONTRIBUTIONS900099$108,160$108,160
FieldValueIRS element (for citing)
Total Program Service Revenue$4,421,500TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$310,767TotalRevenueColumnAmt
Exclusion$310,767ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,772,594SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,723,402SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$49,192SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,192TotalRevenueColumnAmt
Exclusion$49,192ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,781,459TotalRevenueColumnAmt
Related Or Exempt Func Income$4,421,500RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$359,959ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$4,807,346TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$72,163TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$56,847TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,905TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,000TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,159TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,433TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,160TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$76,070TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,621TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,886TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,456TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,210TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,458TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,846TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
CONTRIBUTION PROCESSING$6,338
FEES MANDATED BY ACA$1,228

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,257,126TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$271,300BOYAmt
EOY$143,847EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$126,898BOYAmt
EOY$5,360EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$474,508BOYAmt
EOY$662,004EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,488BOYAmt
EOY$19,866EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,819LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,937LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,340BOYAmt
EOY$3,882EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,454,305BOYAmt
EOY$9,718,671EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$966,976BOYAmt
EOY$831,494EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,318,815BOYAmt
EOY$11,385,124EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,131BOYAmt
EOY$109,210EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,158BOYAmt
EOY$12,463EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$896BOYAmt
EOY$1,728EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,185BOYAmt
EOY$123,401EOYAmt
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$11,213,630BOYAmt
EOY$11,261,723EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,213,630BOYAmt
EOY$11,261,723EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,318,815BOYAmt
EOY$11,385,124EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$475,667ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$523,760NetUnrlzdGainsLossesInvstAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,819OtherCostOrOtherBasisAmt
Depreciation$18,937DepreciationAmt
Book Value$3,882BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,882TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$831,494BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$831,494TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PENSION FUNDDesc
Amt$1,728Amt
FieldValueIRS element (for citing)
Total Liability$1,728TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,296,219TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$523,760NetUnrealizedGainsInvstAmt
Revenue Not Reported$523,760RevenueNotReportedAmt
Revenue Subtotal$4,772,459RevenueSubtotalAmt
Investment Expenses Not Incld$9,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$9,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,781,459TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,248,126TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,248,126ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$9,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,257,126TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN 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 TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDONALD SUMMARPersonNm
TitleTRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$97,886CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$59,662DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$21,670NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$179,218TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE PLAN HAS A CONFLICT OF INTEREST POLICY TO HELP ENSURE THAT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AND ADDRESSED ON A TIMELY BASIS. IT IS THE DUTY OF THE FUND TRUSTEES AND EMPLOYEES TO IDENTIFY ACTUAL OR POTENTIAL CONFLICTS. IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT, THE PARTY-IN-INTEREST (OR ANY INTERESTED PARTY) WILL IMMEDIATELY DISCLOSE TO THE BOARD OF TRUSTEES THE EXISTENCE OF SUCH CONFLICT WITH DETAILED AND SPECIFIC FACTS. UPON DISCLOSURE, THE BOARD OF TRUSTEES WILL MEET FOR DISCUSSION AND A LEGAL OPINION IS SOUGHT WHETHER THERE IS, IN FACT, A CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
FORM 990, PAGE 1, LINE 5 AND PAGE 10 LINES 5 AND 7THIS ENTITY SHARES EMPLOYEES WITH BRICKLAYERS UNION LOCAL NO. 6 OF INDIANA PENSION FUND. THE PAYROLL TAX FILINGS AND FORMS W-2 FOR THESE WAGES ARE FILED BY THE PENSION FUND. THE WELFARE FUND'S SHARE OF SALARY EXPENSE FOR THESE EMPLOYEES APPEAR ON PAGE 10. THE NUMBER OF PARTICIPANTS REPORTED ON W-3 FOR PART V QUESTION 2A REPRESENTS THE NUMBER OF PARTICIPANTS WHO RECEIVED THIRD PARTY SICK PAY FROM THIS FUND DURING THE YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
BRICKLAYERS UNION LOCAL NO6 OF INDIANA PENSION FUND
7985 MARSHALL STREETMERRILLVILLEIN46410516113680PROVIDE RETIREMENT BENEFITS TO MEMBERS OR THEIR BENEFICIARIESIN401(A)N/A0
BAC LOCAL 4 INKY
8455 MOLLER ROADINDIANAPOLISIN46268351938121LABOR UNIONIN501(C)(5)N/A0
BAC LOCAL 4 INKY APPRENTICE AND TRAINING PROGRAM
CONTRIBUTING EMPLOYER0
BAC FLORIDA
CONTRIBUTING EMPLOYER0
BAC 1 MINNESOTA
CONTRIBUTING EMPLOYER0
BAC 1 OREGON
CONTRIBUTING EMPLOYER0
BAC 11 INDIANA-LAFAYETTE
CONTRIBUTING EMPLOYER0
BAC 13 WISCONSIN
CONTRIBUTING EMPLOYER0
BAC 18 INDIANA - SOUTH BEND
CONTRIBUTING EMPLOYER0
BAC18 OHIO
CONTRIBUTING EMPLOYER0
BAC 2 INDIANA - FORT WAYNE
CONTRIBUTING EMPLOYER0
BAC 21 ILLINOIS
CONTRIBUTING EMPLOYER0
BAC 3 INIDANA-INDIANAPOLIS
CONTRIBUTING EMPLOYER0
BAC 4 NEW JERSEY
CONTRIBUTING EMPLOYER0
BAC 5 INDIANA-TERRE HAUTE
CONTRIBUTING EMPLOYER0
BAC 5 OHIO
CONTRIBUTING EMPLOYER0
BAC 52 ILLINOIS TUCKPOINTERS
CONTRIBUTING EMPLOYER0
BAC 7 TEXAS
CONTRIBUTING EMPLOYER0
BAC 8 SOUTHEAST
CONTRIBUTING EMPLOYER0
BAC 9 PENNSYLVANIA
CONTRIBUTING EMPLOYER0
BAC CERAMIC TILE 67 ILLINOIS
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (88 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
A-1 GROUP LTD
CONTRIBUTING EMPLOYER0
ACMS GROUP INC
CONTRIBUTING EMPLOYER0
ACTION CAULKING & SEALANTS
CONTRIBUTING EMPLOYER0
ADAMS MASONRY INC
CONTRIBUTING EMPLOYER0
ADVANTAGE INDUSTRIAL SYSTEMS
CONTRIBUTING EMPLOYER0
ALLSTATES REFRACTORY CONTRACTORS
CONTRIBUTING EMPLOYER0
AMEX NOOTER LLC
CONTRIBUTING EMPLOYER0
AMICI TERRAZZO LLC
CONTRIBUTING EMPLOYER0
ART MOSAIC & TILE
CONTRIBUTING EMPLOYER0
BARTON MALOW
CONTRIBUTING EMPLOYER0
BASIC BROTHERS INC
CONTRIBUTING EMPLOYER0
BELDON INTERIORS INC
CONTRIBUTING EMPLOYER0
BERGLUND CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
BEST BRICK WASHING INC
CONTRIBUTING EMPLOYER0
BISCO REFRACTORIES
CONTRIBUTING EMPLOYER0
BRUNO'S TUCKPOINTING INC
CONTRIBUTING EMPLOYER0
CCI FLOORING INC
CONTRIBUTING EMPLOYER0
COBA TILE
CONTRIBUTING EMPLOYER0
COLVIN MASONRY INC
CONTRIBUTING EMPLOYER0
CREATIVE ERECTORS-NPA
CONTRIBUTING EMPLOYER0
CUSTOM MASONRY RESTORATION
CONTRIBUTING EMPLOYER0
DESCO FLOOR SYSTEMS
CONTRIBUTING EMPLOYER0
DOUGLAS FLOOR COVERING INC
CONTRIBUTING EMPLOYER0
EBBEN MASONRY INC
CONTRIBUTING EMPLOYER0
EMPIRE REFRACTORY SERVICES-IN
CONTRIBUTING EMPLOYER0
FABCON INC
CONTRIBUTING EMPLOYER0
FIVE STAR FLOORING
CONTRIBUTING EMPLOYER0
FIVE STAR TILE INC
CONTRIBUTING EMPLOYER0
FLUOR CONSTRUCTORS-REFRACTORY
CONTRIBUTING EMPLOYER0
FOSBEL INC
CONTRIBUTING EMPLOYER0
G & S TILE PROS
CONTRIBUTING EMPLOYER0
GARIUP CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
GLASROCK PRODUCTS INC
CONTRIBUTING EMPLOYER0
GOUGH INC
CONTRIBUTING EMPLOYER0
HALYARD CORPORATION
CONTRIBUTING EMPLOYER0
HANKS MASONRY (J)
CONTRIBUTING EMPLOYER0
HARBISON-WALKER REFRACTORIES
CONTRIBUTING EMPLOYER0
HAYES COMMERCIAL LLC
CONTRIBUTING EMPLOYER0
HOOSIER BROTHERS INC
CONTRIBUTING EMPLOYER0
ICC COMMONWEALTH CORP
CONTRIBUTING EMPLOYER0
INTEGRAL FLOORING SYSTEMS INC
CONTRIBUTING EMPLOYER0
IWANSKI-PYZIK MASONRY AND BUILDERS INC
CONTRIBUTING EMPLOYER0
J & E DUFF INC
CONTRIBUTING EMPLOYER0
JW SEALANTS
CONTRIBUTING EMPLOYER0
KAUFMANN-GALLAGHER CORP
CONTRIBUTING EMPLOYER0
KINGSTON TILE COMPANY LTD
CONTRIBUTING EMPLOYER0
KNIOLA'S INDUSTRIAL SERVICE
CONTRIBUTING EMPLOYER0
KORELLIS ROOFING INC
CONTRIBUTING EMPLOYER0
KORSGARD CO (CE)
CONTRIBUTING EMPLOYER0
KRAWN CONSTRUCTION LLC
CONTRIBUTING EMPLOYER0
KWIATKOWSKI MASONRY INC
CONTRIBUTING EMPLOYER0
LAKEWOOD DESIGNBUILD INC
CONTRIBUTING EMPLOYER0
LARMCO COMPANY INC
CONTRIBUTING EMPLOYER0
LARSON-DANIELSON CONSTRUCTION
CONTRIBUTING EMPLOYER0
LEIDAL & HART MASON CONTRACTORS INC
CONTRIBUTING EMPLOYER0
LOZICH MASONRY
CONTRIBUTING EMPLOYER0
MARK 1 RESTORATION COMPANY
CONTRIBUTING EMPLOYER0
MASTER TILE
CONTRIBUTING EMPLOYER0
MIDLAND ENGINEERING
CONTRIBUTING EMPLOYER0
MIDWEST REFRACTORY INSTALLATION
CONTRIBUTING EMPLOYER0
MIDWEST TERRAZZO INC
CONTRIBUTING EMPLOYER0
MIDWEST TILE & INTERIORS
CONTRIBUTING EMPLOYER0
MJH INTERIORS INC
CONTRIBUTING EMPLOYER0
MORRISON CONSTR
CONTRIBUTING EMPLOYER0
MTM CONSTRUCTION RESTORATION LLC
CONTRIBUTING EMPLOYER0
MVP ERECTORS - NPA
CONTRIBUTING EMPLOYER0
ONEX CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
OTTO BAUM COMPANY INC
CONTRIBUTING EMPLOYER0
PAUL'S CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
PHILLIPS BRICK CLEANING
CONTRIBUTING EMPLOYER0
PLAHTARIC MASONRY INC
CONTRIBUTING EMPLOYER0
RAM CONSTRUCTION SERVICES
CONTRIBUTING EMPLOYER0
RAMCORP INC
CONTRIBUTING EMPLOYER0
REFTECH INT'L (REFRACTORY)
CONTRIBUTING EMPLOYER0
REGIONAL CAULKING & TUCKPOINTING
CONTRIBUTING EMPLOYER0
REIDAL & HART MASON CONTRACTORS INC
CONTRIBUTING EMPLOYER0
RESTOREWORKS
CONTRIBUTING EMPLOYER0
ROGER & SONS CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
RV BUILDERS
CONTRIBUTING EMPLOYER0
SOUTHWEST REFRACTORY OF TX
CONTRIBUTING EMPLOYER0
SSSI INC
CONTRIBUTING EMPLOYER0
T & K MASONRY INC
CONTRIBUTING EMPLOYER0
THE NEW GROUP FKA LACY CONSTR GROUP
CONTRIBUTING EMPLOYER0
THORPE AND SON (JT)
CONTRIBUTING EMPLOYER0
TITAN MASONRY ENTERPRISES
CONTRIBUTING EMPLOYER0
TOTAL MILL SERVICES INC-NRA
CONTRIBUTING EMPLOYER0
UNLIMITED MASONRY
CONTRIBUTING EMPLOYER0
ZIOLKOWSKI CONSTRUCTION
CONTRIBUTING EMPLOYER0
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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