MICHIGAN TROWEL TRADES HEALTH & WELFARE FUND: Form 990, tax year 2023
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- Organization
- MICHIGAN TROWEL TRADES HEALTH & WELFARE FUND (EIN 38-6238055)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349316624
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:31:37-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benda Grace Stulz & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 Van Dyke Ave | AddressLine1Txt |
| City | Sterling Heights | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386238055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michigan Trowel Trades Health and Welfare Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Drive | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Stanfield | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 5173217502 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bryan D Stulz | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,131,944 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.outstatetroweltrades.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Provide health care benefits to eligible plan participants | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,808,035 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,096,252 | CYProgramServiceRevenueAmt |
| PY Investment Income | $131,926 | PYInvestmentIncomeAmt |
| CY Investment Income | -$291,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,652 | PYOtherRevenueAmt |
| CY Other Revenue | $23,390 | CYOtherRevenueAmt |
| PY Total Revenue | $6,946,613 | PYTotalRevenueAmt |
| CY Total Revenue | $7,828,054 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,329,919 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,955,004 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $694,720 | PYOtherExpensesAmt |
| CY Other Expenses | $732,937 | CYOtherExpensesAmt |
| PY Total Expenses | $7,024,639 | PYTotalExpensesAmt |
| CY Total Expenses | $7,687,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$78,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $140,113 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,752,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,840,077 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,367,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,505,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,385,473 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,334,739 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Provide health care benefits to eligible plan participants | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,955,004 | ExpenseAmt |
| Desc | To provide health care benefits to participants and their dependents. These benefits included health, vision, prescription drug, life insurance and accidental death and dismemberment coverage. | Desc |
| Total Program Service Expenses | $6,955,004 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC International Corp | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Drive | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Michael Stanfield | ||||||
| Chairman | 1.00 | 40.00 | Yes (X) | $0 | $95,839 | $57,209 |
| Keino Walker | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $95,839 | $57,209 |
| Henry Williams | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $108,102 | $42,718 |
| Juan Hernandez | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $97,586 | $38,562 |
| Ryan Lance | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $95,635 | $38,152 |
| Josh Graves | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Tom Owens | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Rachelle VanDeventer | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Glenn Bukoski | ||||||
| Secretary | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Larry Cowper | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| James Malenich | ||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $493,001 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | |||||
| 27000 W ELEVEN MILE B561 | Southfield | MI | 48034 | CLAIMS ADMIN | $565,396 |
| TIC INTERNATIONAL | |||||
| 6525 CENTURION DRIVE | Lansing | MI | 48917 | TPA | $121,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 230000 | $8,030,990 | $8,030,990 |
| Participant Self Pay | 230000 | $65,262 | $65,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,096,252 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,913 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $219,913 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,792,389 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,303,890 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$511,501 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$511,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$511,501 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $16,675 | $16,675 |
| LIQUIDATED DAMAGES | 900099 | $6,715 | $6,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,828,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,828,054 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,955,004 | TotalAmt |
| Program Services | $6,955,004 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,087 | TotalAmt |
| Management And General | $610,087 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,739 | TotalAmt |
| Management And General | $31,739 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,779 | TotalAmt |
| Management And General | $49,779 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,960 | TotalAmt |
| Management And General | $7,960 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,039 | TotalAmt |
| Management And General | $12,039 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,067 | TotalAmt |
| Management And General | $16,067 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857 | TotalAmt |
| Management And General | $1,857 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978 | TotalAmt |
| Management And General | $978 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431 | TotalAmt |
| Management And General | $2,431 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,687,941 | TotalAmt |
| Program Services | $6,955,004 | ProgramServicesAmt |
| Management And General | $732,937 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,652 | BOYAmt |
| EOY | $1,199,975 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,030,981 | BOYAmt |
| EOY | $746,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,833 | BOYAmt |
| EOY | $561,718 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,747 | BOYAmt |
| EOY | $887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,188,263 | BOYAmt |
| EOY | $7,331,231 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,752,476 | BOYAmt |
| EOY | $9,840,077 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,003 | BOYAmt |
| EOY | $275,338 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,140,000 | BOYAmt |
| EOY | $5,230,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,367,003 | BOYAmt |
| EOY | $5,505,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,385,473 | BOYAmt |
| EOY | $4,334,739 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,385,473 | BOYAmt |
| EOY | $4,334,739 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,752,476 | BOYAmt |
| EOY | $9,840,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $140,113 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $809,153 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Benefit Obligations | Desc |
| Amt | $5,230,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,230,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,629,247 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $809,154 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $809,154 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,820,093 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,961 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,961 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,828,054 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,589,981 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,589,981 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,960 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,960 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,597,941 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|
| Keino Walker | |||
| Trustee | $95,839 | $57,209 | $153,048 |
| Henry Williams | |||
| Trustee | $108,102 | $42,718 | $150,820 |
| Michael Stanfield | |||
| Chairman | $95,839 | $57,209 | $153,048 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | The relationship between the Trustees of the Fund is a business relationship. The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. The Fund, as a Taft-Hartley Trust Fund, is administered by a Board of Trustees which is composed of an equal number of union and employer representatives. Because of this organizational requirement, there is a business relationship between the Trustees of the Fund. |
| Member election for additional members Part VI line 7a | The Employer Trustees are appointed by the AGC of Michigan and the Michigan Infrastructure and Transportation Association (the Employer Associations representing contributing employers to the Fund). The Union Trustees are appointed by the Michigan State Council of the Operative Plasterers and Cement Masons International Association of the United States and Canada (on behalf of its affiliated Local Unions, who are union side settlors of the Fund). |
| Form 990 governing body review Part VI line 11 | The Form 990 is presented and approved at a meeting of the Board of Trustees, subject to approval by and review of the Funds legal counsel. In addition, each Trustee is provided a copy of the Funds final Form 990 (including required schedules), as ultimately filed with the IRS. |
| Governing documents etc available to public Part VI line 19 | The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. It operates in compliance with the Reporting and Disclosure requirements of Subtitle B, Part 1 ERISA with respoect to disclosure of its governing documents and financial information. It operates in compliance with the Fiduciary Responsibility requirements of Subtitle B, Part 4 of ERISA. The Fund does not have a conflicts of interest policy. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Outstate MI Trowel Trades Pension | ||||||||||
| 6525 Centurion Drive | Lansing | MI | 48917 | 386222545 | PENSION | MI | 501a | N/A | false | |
| Michigan OP & CMIA Appr & Training | ||||||||||
| 6525 Centurion Drive | Lansing | MI | 48917 | 237369888 | TRAINING | MI | 501C3 | N/A | false | 2 |
| Plasterers & Cement Mason Loc 514 | ||||||||||
| 1154 E Lincoln Avenue | Madison Heights | MI | 48071 | 380407375 | Local | MI | 501c5 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (93 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AJAX PAVING INDUSTRIES INC | |
| N/A | false |
| AMALIO CORPORATION | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| AUDIA CONSTRUCTION | |
| N/A | false |
| B & B CONCRETE PLACEMENT INC | |
| N/A | false |
| BNA CONTRUCTORS USA JV | |
| N/A | false |
| BOOS AA & SONS INC | |
| N/A | false |
| BRENCAL CONTRACTORS INC | |
| N/A | false |
| BYERS DC COMPANY | |
| N/A | false |
| CCI INDUSTRIAL CONSTRUCTORS | |
| N/A | false |
| CELL CRETE CORP | |
| N/A | false |
| CENTURY CEMENT CO | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS INC | |
| N/A | false |
| CIPPARRONE CONTRACTING INC | |
| N/A | false |
| CLS CONSTRUCTION SERVICES | |
| N/A | false |
| COLASANTI SPECIALTY SERVICES | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| CONSTRUCTION LABOR SERVICES | |
| N/A | false |
| COOK JACKSON CONTRACTORS | |
| N/A | false |
| CREATIVE CEMENT INC | |
| N/A | false |
| DEVON INDUSTRIAL GROUP | |
| N/A | false |
| DILISIO CONTRACTING INC | |
| N/A | false |
| DIVERSIFIED CONSTR SPEC | |
| N/A | false |
| DOAN CONSTR CO | |
| N/A | false |
| DOMINIC GAGLIO CONSTRUCTION | |
| N/A | false |
| ELS CONSTRUCTION | |
| N/A | false |
| EARLEY AND ASSOCIATES INC | |
| N/A | false |
| EMINENT CONTRACTING LLC | |
| N/A | false |
| ERICKSON & LINDSTROM CON | |
| N/A | false |
| EVERGREENE ARCHITECTURAL ARTS | |
| N/A | false |
| FESSLER & BOWMAN | |
| N/A | false |
| FHJ PASCHENSN NIELSEN & ASSOC | |
| N/A | false |
| FLORENCE CEMENT COMPANY | |
| N/A | false |
| FORT WAYNE CONTRACTING INC | |
| N/A | false |
| GM & SONS INC | |
| N/A | false |
| GV CEMENT CONTRACTING CO | |
| N/A | false |
| GARDNER CORPORATION | |
| N/A | false |
| GENERAL ACID PROOFING | |
| N/A | false |
| GIBSON-LEWIS | |
| N/A | false |
| GRAND RIVER CONSTRUCTION INC | |
| N/A | false |
| GRANGER CONSTRUCTION CO | |
| N/A | false |
| GTR DET CEMENT MASON JOINT APP | |
| N/A | false |
| HAMILTON CONTRACTING | |
| N/A | false |
| HARNISH FIREPROOFING | |
| N/A | false |
| HARTWELL CEMENT COMPANY | |
| N/A | false |
| HOOVER WELLS LLC | |
| N/A | false |
| HUB INTERIORS GROUP LLC | |
| N/A | false |
| HULLS CA INC | |
| N/A | false |
| IAFRATE ANGELO CONSTRUCTION | |
| N/A | false |
| INDUSTRIAL CONCRETE SERVICES | |
| N/A | false |
| INTEGRITY INTERIORS INC | |
| N/A | false |
| JJ BARNEY CONSTRUCTION LLC | |
| N/A | false |
| JJ WHITE INC | |
| N/A | false |
| KAPPA AND WESTLAKE | |
| N/A | false |
| KOALA-T CONSTRUCTION INC | |
| N/A | false |
| LUNDA CONSTRUCTION COMPANY | |
| N/A | false |
| MACRO D CONTRACTORS INC | |
| N/A | false |
| MAJOR CEMENT CO | |
| N/A | false |
| MEDINA RESOURCES GROUP | |
| N/A | false |
| MEYER CR & SONS COMPANY | |
| N/A | false |
| MID-AMERICAN GUNITE INC | |
| N/A | false |
| MILLER BROS CONST | |
| N/A | false |
| MOORE-TROSPER CONSTRUCTION CO | |
| N/A | false |
| PAPALAS JOHN A & CO | |
| N/A | false |
| POUND POOL PLASTERING NEW | |
| N/A | false |
| PROGRESS COMPANY | |
| N/A | false |
| RC CAST RESTORATION | |
| N/A | false |
| RCL INDUSTRIAL | |
| N/A | false |
| REHMUS AJ & SON INC | |
| N/A | false |
| REICHENBACH CEILING | |
| N/A | false |
| RSK EXCAVATING LLC | |
| N/A | false |
| RUDOLPHLIBBE INC | |
| N/A | false |
| RUSSELL PLASTERING SONS LLC | |
| N/A | false |
| SANCHES CONSTRUCTION CO | |
| N/A | false |
| SANTOS CEMENT | |
| N/A | false |
| SAYLORS INC | |
| N/A | false |
| SINELLI CHARLES AND SONS INC | |
| N/A | false |
| SKYLINE PLASTERING INC | |
| N/A | false |
| SORENSEN GROSS | |
| N/A | false |
| STREETER BROTHERS INC | |
| N/A | false |
| THE SPIEKER COMPANY | |
| N/A | false |
| TOEBE CONSTRUCTION LLC | |
| N/A | false |
| TRE TORRI CONSTRUCTION | |
| N/A | false |
| TRI STATE INDUSTRIAL | |
| N/A | false |
| V & O CONTRACTING COMPANY | |
| N/A | false |
| W & G 2 LLC | |
| N/A | false |
| W & G LLC | |
| N/A | false |
| WCI CONSTRUCTION INC | |
| N/A | false |
| WEIGAND CONSTRUCTION | |
| N/A | false |
| WHITE EDWARD R CONTRACTOR IN | |
| N/A | false |
| WHITE JJ INC | |
| N/A | false |
| Z CONTRACTORS INC | |
| N/A | false |
| ZENITH TECH INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |