INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND (EIN 52-6038498)
Tax period
2021-08-01 to 2022-07-31
Filed
2023-06-08
IRS object ID
202341599349300919
Schema version
2021v4.2
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)
Return2023-06-08T16:32:48-05:00ReturnTs
Tax Period End2022-07-31TaxPeriodEndDt

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 Line17501 WISCONSIN AVENUE STE 1200WAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526038498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASBESTOS WORKERS MEDICAL FUNDBusinessNameLine1Txt
Business Name Line2FUND BOARD OF TRUSTEESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone8886322887PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 N W 150TH AVENUEAddressLine1Txt
CityPEMBROKE PINESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON PIERSOL JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8886322887PhoneNum
Signature2023-05-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONPersonFirstNm
Person LastPIERSOL JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M HERISHEN CPAPreparerPersonNm
PTINP00361968PTIN
Phone2023319880PhoneNum
Preparation2023-06-08PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRON PIERSOL JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 N W 150TH AVENUEAddressLine1Txt
CityPEMBROKE PINESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33028ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$183,861,481GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$53,674,201PYProgramServiceRevenueAmt
CY Program Service Revenue$65,712,397CYProgramServiceRevenueAmt
PY Investment Income$3,475,753PYInvestmentIncomeAmt
CY Investment Income$669,329CYInvestmentIncomeAmt
PY Other Revenue$2,285,862PYOtherRevenueAmt
CY Other Revenue$1,538,794CYOtherRevenueAmt
PY Total Revenue$59,435,816PYTotalRevenueAmt
CY Total Revenue$67,920,520CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$54,898,875PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$55,450,815CYBenefitsPaidToMembersAmt
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$4,104,835PYOtherExpensesAmt
CY Other Expenses$3,916,874CYOtherExpensesAmt
PY Total Expenses$59,003,710PYTotalExpensesAmt
CY Total Expenses$59,367,689CYTotalExpensesAmt
PY Revenues Less Expenses$432,106PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,552,831CYRevenuesLessExpensesAmt
Total Assets BOY$62,876,344TotalAssetsBOYAmt
Total Assets EOY$67,405,032TotalAssetsEOYAmt
Total Liabilities BOY$2,684,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$511,987TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,192,106NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$66,893,045NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE MEDICAL BENEFITS TO MEMBERS OF THE NATIONAL ASBESTOS WORKERS MEDICAL FUND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT.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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4159IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members46GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
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 Line1NEBABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8006322847PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12010 N W 150TH AVENUEAddressLine1Txt
CityPEMBROKE PINESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33028ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RON PIERSOL JR
UNION TRUSTEE LOCAL 802.0040.00Yes (X)$0$182,260$0
RICHARD CHAMBERLAIN
UNION TRUSTEE LOCAL 732.0040.00Yes (X)$0$135,444$0
STEVEN CARR
UNION TRUSTEE LOCAL 372.0040.00Yes (X)$0$116,454$0
CHARLIE WOODY
UNION TRUSTEE LOCAL 462.0040.00Yes (X)$0$106,204$0
TERRY BURKE
UNION TRUSTEE LOCAL 82.0040.00Yes (X)$0$81,932$0
JOSHUA MEEHAN
UNION TRUSTEE LOCAL 412.0040.00Yes (X)$0$72,432$0
ROGER BROWN
UNION TRUSTEE LOCAL 942.0040.00Yes (X)$0$72,100$0
PHILLIP RAINWATER SR
UNION TRUSTEE LOCAL 482.0040.00Yes (X)$0$70,756$0
DANIEL HUNNICUTT
UNION TRUSTEE LOCAL 962.0040.00Yes (X)$0$69,748$0
LACY WOLF
UNION TRUSTEE LOCAL 222.0040.00Yes (X)$0$63,180$0
JOE JOYNER
UNION TRUSTEE LOCAL 902.0040.00Yes (X)$0$57,248$0
STEVE OVERBY
UNION TRUSTEE LOCAL 692.0040.00Yes (X)$0$22,240$0
BRIAN FINEGAN
UNION TRUSTEE LOCAL 512.0040.00Yes (X)$0$18,061$0
RICK HENDERSON
UNION TRUSTEE LOCAL 642.0040.00Yes (X)$0$1,111$0
CHARLES MARTIN
UNION TRUSTEE LOCAL 272.0040.00Yes (X)$0$592$0
JAMES DIERSING
EMPLOYER TRUSTEE LOCAL 82.0040.00Yes (X)$0$0$0
JERAMY MCCOY
UNION TRUSTEE LOCAL 102.0040.00Yes (X)$0$0$0
WALTER JOHNS
EMPLOYER TRUSTEE LOCAL 132.0040.00Yes (X)$0$0$0
SAMUEL SCHULTZ
UNION TRUSTEE LOCAL 152.0040.00Yes (X)$0$0$0
KENT KRUSE
EMPLOYER TRUSTEE LOCAL 152.0040.00Yes (X)$0$0$0
JASON SMITH
UNION TRUSTEE LOCAL 182.0040.00Yes (X)$0$0$0
CARL SCHULTZ
EMPLOYER TRUSTEE LOCAL 182.0040.00Yes (X)$0$0$0
ROBERT GREIN
EMPLOYER TRUSTEE LOCAL 222.0040.00Yes (X)$0$0$0
JOEL HOBBS
EMPLOYER TRUSTEE LOCAL 282.0040.00Yes (X)$0$0$0
RICKY J JOHNSON
UNION TRUSTEE LOCAL 282.0040.00Yes (X)$0$0$0
JAMES GRIBBINS
EMPLOYER TRUSTEE LOCAL 372.0040.00Yes (X)$0$0$0
RODNEY HAMILTON
EMPLOYER TRUSTEE LOCAL 412.0040.00Yes (X)$0$0$0
GLENN CROUSE
EMPLOYER TRUSTEE LOCAL 462.0040.00Yes (X)$0$0$0
DAVID HEADRICK
EMPLOYER TRUSTEE LOCAL 482.0040.00Yes (X)$0$0$0
GREGORY PEDERSEN
EMPLOYER TRUSTEE LOCAL 502.0040.00Yes (X)$0$0$0
DANIEL POTEET
UNION TRUSTEE LOCAL 502.0040.00Yes (X)$0$0$0
MICHAEL HAYDEN
EMPLOYER TRUSTEE LOCAL 512.0040.00Yes (X)$0$0$0
BARRY MEAD
UNION TRUSTEE LOCAL 552.0040.00Yes (X)$0$0$0
WILLIAM CHURLY
EMPLOYER TRUSTEE LOCAL 602.0040.00Yes (X)$0$0$0
DONALD STANLEY
UNION TRUSTEE LOCAL 602.0040.00Yes (X)$0$0$0
R DEAN BURROWS
EMPLOYER TRUSTEE LOCAL 692.0040.00Yes (X)$0$0$0
MATT CALDWELL
EMPLOYER TRUSTEE LOCAL 722.0040.00Yes (X)$0$0$0
STEPHEN HUSBANDS
EMPLOYER TRUSTEE LOCAL 732.0040.00Yes (X)$0$0$0
DAN PATTERSON
EMPLOYER TRUSTEE LOCAL 802.0040.00Yes (X)$0$0$0
TIM BLALOCK
EMPLOYER TRUSTEE LOCAL 85 & 862.0040.00Yes (X)$0$0$0
BRYAN MATT BERLIN
UNION TRUSTEE LOCAL 862.0040.00Yes (X)$0$0$0
RONALD GOOD
EMPLOYER TRUSTEE LOCAL 902.0040.00Yes (X)$0$0$0
TONY GREEN
EMPLOYER TRUSTEE LOCAL 922.0040.00Yes (X)$0$0$0
DALE CULLUM
UNION TRUSTEE LOCAL 922.0040.00Yes (X)$0$0$0
TIM LEFTWICH
EMPLOYER TRUSTEE LOCAL 942.0040.00Yes (X)$0$0$0
LEO DAMARIS
UNION TRUSTEE LOCAL 1142.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,069,762TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ST MARYS MEDICAL CENTER
5170 US ROUTE 60HUNTINGTONWV257052004CLAIMS PROCESSED$1,193,247
INDIANA UNIVERSITY HEALTH INC
2201 RELIABLE PKWYCHICAGOIL606860022CLAIMS PROCESSED$770,021
MARIETTA MEMORIAL HOSPITAL
807 FARSON ST STE 201ABELPREOH457141069CLAIMS PROCESSED$723,793
MEDCHECK CASTLETON
7150 CLEARVISTA DRINDIANAPOLISIN462561695CLAIMS PROCESSED$641,113
CAMDEN CLARK MEDICAL CENTER
800 GARFIELD AVEPARKERSBURGWV261015340CLAIMS PROCESSED$621,497
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K69CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$58,548,921$58,548,921
PARTICIPANT CONTRIBUTIO900099$7,163,476$7,163,476
FieldValueIRS element (for citing)
Total Program Service Revenue$65,712,397TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,100,014TotalRevenueColumnAmt
Exclusion$1,100,014ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$115,510,276SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$115,940,961SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$430,685SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$430,685TotalRevenueColumnAmt
Related Or Exempt Func Income-$430,685RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRESCRIPTION REBATES900099$1,294,336$1,294,336
SECURITIES LITIGATION900099$170,284$170,284
COBRA SUBSIDY900099$47,137$47,137

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,037TotalRevenueColumnAmt
Related Or Exempt Func Income$27,037RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,538,794OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,920,520TotalRevenueColumnAmt
Related Or Exempt Func Income$66,820,506RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,100,014ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$55,450,815TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,610,584TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$184,204TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$102,797TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$176,698TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$98,013TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$130,193TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,133TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$87,416TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$3,617TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$312,469TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PPO FEES$1,075,931
DENTAL PREMIUM FEES$60,435
BANK CHARGES$48,555
PCORI FEES$20,971

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$858TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$59,367,689TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,474,505BOYAmt
EOY$13,369,009EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,250,826BOYAmt
EOY$2,120,928EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,228,260BOYAmt
EOY$4,364,704EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,315BOYAmt
EOY$32,125EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,885,438BOYAmt
EOY$47,518,266EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$62,876,344BOYAmt
EOY$67,405,032EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$420,281BOYAmt
EOY$395,866EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,263,957BOYAmt
EOY$116,121EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,684,238BOYAmt
EOY$511,987EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,192,106BOYAmt
EOY$66,893,045EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,192,106BOYAmt
EOY$66,893,045EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$62,876,344BOYAmt
EOY$67,405,032EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,552,831ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,851,892NetUnrlzdGainsLossesInvstAmt
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

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

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CONTRACTOR ESCROW$3,619
DUE TO BROKER$112,502
FieldValueIRS element (for citing)
Total Liability$116,121TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$65,891,930TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,851,892NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,851,892RevenueNotReportedAmt
Revenue Subtotal$67,743,822RevenueSubtotalAmt
Investment Expenses Not Incld$176,698InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$176,698RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$67,920,520TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$59,190,991TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$59,190,991ExpensesSubtotalAmt
Investment Expenses Not Incld2$176,698InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$176,698ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$59,367,689TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JULY 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.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)
PersonRON PIERSOL JRPersonNm
TitleUNION TRUSTEE LOCAL 80TitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$95,096CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$87,164OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$182,260TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED BY THE GOVERNING BODY PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS MONITORED IN THE SENSE THAT ALL ACTIONS BY THE TRUSTEES ARE EXPECTED TO CONFORM TO THEIR RESPONSIBILITIES, WHICH COUNSEL AND OTHER PROFESSIONAL KEEP APPRISED OF.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENT FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE.
FORM 990, PART XII, LINE 2C:THE 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 SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
NATIONAL ASBESTOS WORKERS PENSION FUND
2010 N W 150TH AVENUEPEMBROKE PINESFL33028526038497PENSION FUNDFL401(A)0
NATIONAL ASBESTOS WORKERS SUPPLEMENTAL PENSION FUND
2010 N W 150TH AVENUEPEMBROKE PINESFL33028520014815SUPPLEMENTAL PENSION FUNDFL401(A)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (189 entries)

A & W PLUMBLING & HEATING
A&K INSULTION (CHAMPAIGN)
A1 MECHANICAL INSULATION
AAA INSULATION GROUP
ABATEMENT & ENVIRONMENTAL SERVICES
ACS INSULATION
ACTION INSULATION
ADVANCED ENERGY PROTECTION
ADVANCED INDUSTRIAL
ADVANCED NUCLEAR LLC
ALL SERVICES INSULATION L
ALL TEMP INSUL
ALLIANCE SPECIALTIES INC
ALLOYD ASBESTOS ABATEMENT
ALLOYD INSULATION CO
ALPHA MECHANICAL
AMERICAN ENERGY CONTRACTO
AMITY PARTNERS INC
ANCHOR INSULATION LLC
ANCHOR INSULATION OF CENTRAL FL INC
APACHE INDUSTRIAL UNITED
API INC
ARGUS CONTRACTING
ASHTON AND COMPANY INC
ASTAR ABATEMENT INC
ATLAS INDUSTRIES INC
ATLAS SPECIALTY INSULATION
ATS WELDING INC
AUSTIN INSULATION
BARRACUDA MECHANICAL INSU
BESTWAY ENERGY SERVICES
BESTWAY ENVIRONMENTAL SERVICES
BHI SPECIALTY SERVICES
BI STATE INSULATION
BLAND INSULATION COMPANY
BRAND SAFWAY IND
BRAND SCAFFOLD RENTAL
BRAND SERVICES INC
BRANDON INSULATION
BREEDING INSULATION CO
BROCK INDUSTRIAL SERVICES
BUDROVICH SPECIALTY GROUP
BURGESS & BERRY
BYROM'S THERMAL INSUL SYS
CALDWELL INSULATION
CAPITOL INSULATION
CARDINAL INDUSTRIAL
CB INSULATION INC
CENTRAL MAINTENANCE & WELDING
CHAMPION PAINTING SPECIAL
CLAYS PERFORMANCE CONST L
CNS CONSOLIDATED NUCLEAR SOCIETY
COGBURN BROS INC
COLUMBUS CENTRAL OHIO BUILDING
CORNERSTONE SERVICES GR
CTI AND ASSOCIATES
DAVIS-HOUK MECHANICAL INC
DAY & ZIMMERMAN
DAY & ZIMMERMAN NPS
DAY & ZIMMERMAN NPS TVA
DAYBREAK INSULATION CO
DIAMOND CONTRACTING INC
DK CONSTRUCTION CO
DKB INC
E P I INSUL COMPANY
ELITE ENVIRONMENTAL
ENERFAB POWER & INDUSTRIAL
ERG INC
FARGO INSULATION CO
FARWEST INSULATION CONTR
FGH INSULATION CO
FIT TIGHT COVERS INC
FLUOR IDAHO LLC
FRONTIER INC
GEM GROUP
GEO V HAMILTON
GEYER FIRE
GLOBAL SCAFFOLD CONSTRUCT
GRAHAM INDUSTRIAL MAINTENANCE INC
GRIBBINS INSULATION COMPANY
GUBMK CONSTRUCTORS
GULF COAST
HAMILTON INSULATION INC
HARTCO INSULATION (L 64)
HEADRICK INSULATION
HYATT INDUSTRIES
IDAHO ENVIRONMENTAL COALITION
INDUSTRIAL ENVIRONMENTAL
INDUSTRIAL EQUIPMENT RENTAL
INDUSTRIAL INSUL SUPPLY
INSCO
INSULATION MASTERS INC
INTEGRATED CONSTRUCTION S
INTERMOUNTAIN SPECIALTY CONTRACTING
IREX CORPORATION TVA
I-STAR ENERGY SOLUTIONS
J & J GENERAL MAINT
J & S INSULATION
J AND R INSULATION
JAX INSULATION & SOFT PACK
JOHNSON THERMAL SOLUTIONS
KARBER MECHANICAL INSUL
KRUSE CORPORATION
L & L MECHANICAL INS
LAGCO INSULATION
LIBERTY INSULATION
LINIHAN INSULATION INC
LMI
LOUIS A ROSER COMPANY
M & M INSULATION
M & M MECHANICAL INSUL
M & O INSULATION CO
MACALJON
MAGNUM MECHANICAL INSULATION
MATHIAS FABRICATION
MCABEE CONSTRUCTION INC
MEREDITH INSULATION
MIDLAND THERMAL INC
MIDWEST INSULATION
NATL ENVIRO CONTRACTING
NELSON INSULATION CO
NEW AGE INSULATION INC
NEWTRON INC
NORTHWEST INSULATION WORK
NO SWEAT KC
OHIO VALLEY INSUL
PAE (APPLIED TECH DIVISION
PARSONS SAVANNAH
PAT'S INSULATION
PEDERSEN INSULATION
PERFORMANCE ABATEMENT
PERFORMANCE CONTRACTING
PLATINUM SPECIALTY SERVIC
PRIME INC
PRIME INSULATION
PRO INSULATION
PRO METALS DBA PRO INSULA
R L BONDY
RELIABLE INSULATION
RELIANCE INSULATION CO
ROY BLACKWELL ENTERPRISES
S & M MECHANICAL INSULATION
SAFWAY SERVICES
SAVANNAH RIVER MISSION COMPLETION
SAVANNAH RIVER NUCLEAR SO
SAVANNAH RIVER REMED LLC
SI THERMAL (LORMAR INSULATION)
SOUTHERN ASB ABATEMENT CO
SOUTHERN INSULATION
SOUTHERN MECHANICAL INSUL
SOUTHWEST MULTI-CRAFT LU
SOUTHWEST SPECIALTY CONTR
SPARTA INSULATION
SPRINKMAN INSULATIONINC
STAPLES INSULATION INC
STRUCTSURE SCAFFOLD AND
SUPERIOR INDUSTRIAL INSUL
SUPERIOR INSULATION OF FL
TECH INSULATION & SUPPLIES LLC
THE EARLY CONSTRUCTION CO
THE JAMAR COMPANY
THERMAL DYNAMIX INSULATION
THERMAL INDUSTRIAL INSUL
THERMAL SOLUTIONS
THERMAL SOLUTIONS OHIO
THORNBURGH INSULATION
TOLEDO MECHANICAL INSULAT
TOVIN INSULATION CONCEPTS
TRANSCO PRODUCTS
TRIANGLE INSULATION
TRIANGLE INSULATION TVA
TRU-FIT PRODUCTS LLC
UNITED MECHANICAL INSUL
V SPECIALTY SERVICES
VENTECH INSULATION INC
VMI VALLEY MECHANICAL INS
VOLUNTEER METAL SYSTEMS
VULCAN ENVIRONMENTAL SERV
VULCAN INDUSTRIAL
WALSH INSULATION SERVICES
WARREN INSULATION
WATERS MECHANICAL INC
WILLIAMS INSULATION
WILLIAMS PLANT SERVICES
WILLIAMS SPECIALTY SERVICE TVA
WILLIAMS SPECIALTY SVCS
WMC MECHANICAL
WORLEY INDUSTRIAL SERVICES INC
WRAP MASTERS INSULATION
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 Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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