IRON WORKERS DISTRICT COUNCIL -PHILADELPHIA & VICINITY-WELFARE P: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: IRON WORKERS DISTRICT COUNCIL -PHILADELPHIA & VICINITY-WELFARE P (EIN 23-1599740)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-07-10
IRS object ID: 202301919349300605
Schema version: 2021v4.1
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-10T06:24:52-07:00	ReturnTs
Tax Period End	2022-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232247478	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FISCHER DORWART PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	16 W VASSAR ROAD	AddressLine1Txt
City	AUDUBON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08106	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231599740	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Iron Workers District Council Philadelphia & Vicinity Welfare Plan Board of	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	IRON	BusinessNameControlTxt
Phone	2155370900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 Edison Place	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07081	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	William Kolfenbach	PersonNm
Person Title	Administrator	PersonTitleTxt
Phone	2155370900	PhoneNum
Signature	2023-04-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	William	PersonFirstNm
Person Last	Kolfenbach	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Stephen M Dorwart	PreparerPersonNm
PTIN	P00695125	PTIN
Phone	8563100990	PhoneNum
Preparation	2023-07-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	William Kolfenbach	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 Edison Place	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07081	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$51,451,145	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1950	FormationYr
Legal Domicile State	NJ	LegalDomicileStateCd
Activity Or Mission	Provide health & welfare benefits.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	7	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$30,954,095	PYProgramServiceRevenueAmt
CY Program Service Revenue	$35,093,580	CYProgramServiceRevenueAmt
PY Investment Income	$535,425	PYInvestmentIncomeAmt
CY Investment Income	-$534,217	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$31,489,520	PYTotalRevenueAmt
CY Total Revenue	$34,559,363	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$24,030,395	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$23,926,464	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$710,841	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$364,058	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,429,119	PYOtherExpensesAmt
CY Other Expenses	$1,248,577	CYOtherExpensesAmt
PY Total Expenses	$26,170,355	PYTotalExpensesAmt
CY Total Expenses	$25,539,099	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,319,165	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$9,020,264	CYRevenuesLessExpensesAmt
Total Assets BOY	$25,204,159	TotalAssetsBOYAmt
Total Assets EOY	$31,934,336	TotalAssetsEOYAmt
Total Liabilities BOY	$3,951,762	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,098,958	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$21,252,397	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$27,835,378	NetAssetsOrFundBalancesEOYAmt
Mission	Provide health & welfare benefits.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	The Welfare Plan provided health & welfare benefits to all eligible members and their dependents. Benefits provided include medical, hospitalization, prescription, dental, vision, life insurance and disability.	Desc
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	Yes (true)	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	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
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
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	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	Yes (true)	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	Stephen Conley	PersonNm
Phone	2155370900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 Intl Plaza Suite 120	AddressLine1Txt
City	Philadelphia	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19111	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Kevin Boyle
Union Trustee	2.00	Yes (X)	$0	$0	$0
Richard Sweeney
Union Trustee	2.00	Yes (X)	$0	$0	$0
Albert Green
Union Trustee	2.00	Yes (X)	$0	$0	$0
Stephen Sweeney
Union Trustee	2.00	Yes (X)	$0	$0	$0
George Zalar
Union Trustee	2.00	Yes (X)	$0	$0	$0
Jack Kocsis
Employer Trustee	2.00	Yes (X)	$0	$0	$0
Michael Tierney
Employer Trustee	2.00	Yes (X)	$0	$0	$0
Tad Hoffmaster
Employer Trustee	2.00	Yes (X)	$0	$0	$0
Adam Short
Employer Trustee	2.00	Yes (X)	$0	$0	$0
Bonnie Landsman
Employee	40.00		$136,329	$0	$67,912	Yes (X)
Daniel Jordan
Employee	40.00		$136,888	$0	$67,912	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$273,217	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$135,824	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Basys Inc
3700 Koppers St STE 400	Baltimore	MD	21227	Computer Consulting	$157,692
Bolton Partners Northeast Inc
325 Sentry Parkway Suite 200	Blue Bell	PA	19422	Consulting	$169,656
Cleary Josem LLP
325 Chestnut St Ste 200	Philadelphia	PA	19106	Legal	$137,410
Iron Workers Local 11 Welfare Fund
12 Edison Pl	Springfiled	NJ	07081	Adminstrative Services	$532,663

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Employer Contributions	813930	$34,464,634	$0	$0
Cobra Reimbursements	813930	$555,046	$0	$0
Pensioners Co-Pay	813930	$73,900	$0	$0

Field	Value	IRS element (for citing)
Total Program Service Revenue	$35,093,580	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$399,019	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$399,019	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$15,958,546	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$16,891,782	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$933,236	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$933,236	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$933,236	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,559,363	TotalRevenueColumnAmt
Related Or Exempt Func Income	$35,093,580	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$534,217	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$23,926,464	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$174,859	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$41,214	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$129,891	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$18,094	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$532,663	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$148,924	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$46,100	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$63,623	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$188,597	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,897	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$157,687	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$19,310	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,411	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,070	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$35,651	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Dues & Subscriptions	$4,512	$0	$0	$0
Equipment Rental	$0	$0	$0	$0
Telephone	$1,643	$0	$0	$0
Postage & Printing	$10,786	$0	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,703	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,539,099	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,300,923	BOYAmt
EOY	$9,462,847	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,727,062	BOYAmt
EOY	$3,349,840	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$274,883	BOYAmt
EOY	$253,360	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$12,901,291	BOYAmt
EOY	$18,868,289	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,204,159	BOYAmt
EOY	$31,934,336	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$78,611	BOYAmt
EOY	$70,321	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,873,151	BOYAmt
EOY	$4,028,637	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,951,762	BOYAmt
EOY	$4,098,958	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	$21,252,397	BOYAmt
EOY	$27,835,378	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,252,397	BOYAmt
EOY	$27,835,378	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,204,159	BOYAmt
EOY	$31,934,336	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$9,020,264	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,437,283	NetUnrlzdGainsLossesInvstAmt
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

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Book Value	$0	BookValueAmt

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

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Estimated Litigation Settlement	$133,836
Benefit Obligations	$3,196,293
Due to other related funds	$698,508

Field	Value	IRS element (for citing)
Total Liability	$4,028,637	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$31,429,511	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	-$2,437,283	OtherRevenueAmt
Revenue Not Reported	-$2,437,283	RevenueNotReportedAmt
Revenue Subtotal	$33,866,794	RevenueSubtotalAmt
Investment Expenses Not Incld	$63,623	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$628,946	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$692,569	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$34,559,363	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$25,156,715	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$316,185	OtherExpensesIncludedAmt
Expenses Not Reported	$316,185	ExpensesNotReportedAmt
Expenses Subtotal	$24,840,530	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$63,623	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$634,946	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$698,569	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$25,539,099	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt XI, Line 4b	Cobra reimbursements, Pensioners co-pay and Administrative reimbursements netted against expenses on the financial statements and medical consultant reimbursement.
Pt XII, Line 2d	Change in benefit obligations.
Pt XII, Line 4b	Cobra reimbursements, Pensioners co-pay and Administrative reimbursements netted against expenses on the financial statements and medical consultant reimbursement.
Pt XI, Line 2d	Change in benefit obligations.

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 (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Bonnie Landsman
$136,329	$0	$0	$0	$0	$0	$36,504	$0	$31,408	$0	$204,241	$0	$0	$0
Daniel Jordan
$136,888	$0	$0	$0	$0	$0	$36,504	$0	$31,408	$0	$204,800	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt VI, Line 6	The Fund provides benefits for approx. 1,750 union members.
Pt VI, Line 11b	The Trustees review the completed 990 prior to signature.
Pt VI, Line 19	The documents are made available at the Fund office.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Iron Workers Pension Plan	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 Edison Place	AddressLine1Txt
City	Springfield	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07081	ZIPCd

Field	Value	IRS element (for citing)
EIN	236529504	EIN
Primary Activities	Pension Plan	PrimaryActivitiesTxt
Legal Domicile State	PA	LegalDomicileStateCd
Exempt Code Section	401(a)	ExemptCodeSectionTxt
Public Charity Status	N/A	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd

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	Yes (true)	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	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Iron Workers Pension Plan
j	$12,874	Space Utilized
Iron Workers Pension Plan
n, o	$726,373	Time Study

IRON WORKERS DISTRICT COUNCIL -PHILADELPHIA & VICINITY-WELFARE P: Form 990, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

Contractor Compensation ContractorCompensationGrp (4 entries)

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Total Revenue TotalRevenueGrp

Benefits To Members BenefitsToMembersGrp

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Management FeesForServicesManagementGrp

Fees For Services Legal FeesForServicesLegalGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Fees For Services Other FeesForServicesOtherGrp

Office Expenses OfficeExpensesGrp

Information Technology InformationTechnologyGrp

Occupancy OccupancyGrp

Travel TravelGrp

Conferences Meetings ConferencesMeetingsGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (4 entries)

All Other Expenses AllOtherExpensesGrp

Total Functional Expenses TotalFunctionalExpensesGrp

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Accounts Receivable AccountsReceivableGrp

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Other Liabilities OtherLiabilitiesGrp

Total Liabilities TotalLiabilitiesGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FS Audited Basis FSAuditedBasisGrp

Schedule D IRS990ScheduleD

Land LandGrp

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

US Address USAddress

Direct Controlling Entity Name DirectControllingEntityName

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Comments