STEELWORKERS HEALTH & WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STEELWORKERS HEALTH & WELFARE FUND (EIN 23-1317409)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202303199349329435
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T18:51:38-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST WEST HWY 900AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143423ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231317409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEELWORKERS HEALTH & WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CENTRAL DATA SVCS INCInCareOfNm
Business Name ControlSTEEBusinessNameControlTxt
Phone4125622279PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 BLVD OF THE ALLIES 5TH FLAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANE PICKLEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4125622279PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDIANEPersonFirstNm
Person LastPICKLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L RUVELSONPreparerPersonNm
PTINP00234075PTIN
Phone3012726000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANE PICKLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 BLVD OF THE ALLIES 5TH FLAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$882,984,710GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1944FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTo provide cost effective, quality benefit plan options for Steelworker members, retirees and their families.ActivityOrMissionDesc
Voting Members Governing Body0VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$815,589,135PYProgramServiceRevenueAmt
CY Program Service Revenue$821,912,596CYProgramServiceRevenueAmt
PY Investment Income$4,876,739PYInvestmentIncomeAmt
CY Investment Income$6,862,965CYInvestmentIncomeAmt
PY Other Revenue$128,388PYOtherRevenueAmt
CY Other Revenue$134,634CYOtherRevenueAmt
PY Total Revenue$820,594,262PYTotalRevenueAmt
CY Total Revenue$828,910,195CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$811,935,773PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$818,372,495CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$532,861PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$510,492CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,064,387PYOtherExpensesAmt
CY Other Expenses$2,155,032CYOtherExpensesAmt
PY Total Expenses$814,533,021PYTotalExpensesAmt
CY Total Expenses$821,038,019CYTotalExpensesAmt
PY Revenues Less Expenses$6,061,241PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,872,176CYRevenuesLessExpensesAmt
Total Assets BOY$75,759,538TotalAssetsBOYAmt
Total Assets EOY$67,283,434TotalAssetsEOYAmt
Total Liabilities BOY$4,264,418TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,727,151TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$71,495,120NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,556,283NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE COST EFFECTIVE, QUALITY BENEFIT PLAN OPTIONS FOR STEELWORKER MEMBERS, RETIREES AND THEIR FAMILIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescMEDICAL EXPENSES AND SHORT TERM DISABILITY OF COVERED EMPLOYEES.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members0GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCENTRAL DATA SVCS INCPersonNm
Phone4125622279PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 BLVD OF THE ALLIES 5TH FLAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DIANE PICKLE
EXECUTIVE DIRECTOR35.00.0Yes (X)$133,200$0$0
ANN FLENER-GITTLEN
TRUSTEE0.00.0$0$0$0Yes (X)
PETE TRINIDAD
TRUSTEE0.00.0$0$0$0Yes (X)
NELLIE CARABALLO
TRUSTEE (THRU 8/2021)0.00.0$0$0$0Yes (X)
DAVID MCCALL
CHAIRMAN0.00.0Yes (X)$0$0$0Yes (X)
AMBER MILLER
TRUSTEE (EFF. 8/2021)0.00.0$0$0$0Yes (X)
DANIEL FLIPPO
TRUSTEE0.00.0$0$0$0Yes (X)
KEVIN MAPP
TRUSTEE0.00.0$0$0$0Yes (X)
MAURICE COBB
TRUSTEE0.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$133,200TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonCENTRAL DATA SERVICESPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 BOULEVARD OF THE ALLIESAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATORServicesDesc
Compensation$1,441,076CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$817,769,218$817,769,218
PARTICIPANT CONTRIBUTIONS900099$4,143,378$4,143,378
FieldValueIRS element (for citing)
Total Program Service Revenue$821,912,596TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,593,578TotalRevenueColumnAmt
Exclusion$1,593,578ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$59,596,817SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,074,515SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,522,302SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,269,387TotalRevenueColumnAmt
Exclusion$5,269,387ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXCISE TAX900099$130,884$130,884
MISC INCOME900099$3,750$3,750
FieldValueIRS element (for citing)
Other Revenue Total$134,634OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$828,910,195TotalRevenueColumnAmt
Related Or Exempt Func Income$822,047,230RelatedOrExemptFuncIncomeAmt
Exclusion$6,862,965ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$818,372,495TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$133,200TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$204,386TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,439TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$107,774TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,693TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,000TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,304TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$222,073TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,375,976TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,311TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$137,328TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$73,316TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$18,133TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$268TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$83,441TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEXCISE TAXDesc
Total$130,882TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$821,038,019TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,470,731BOYAmt
EOY$5,248,596EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,840,297BOYAmt
EOY$2,459,697EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$48,655BOYAmt
EOY$48,655EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,208LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,347LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,861BOYAmt
EOY$2,861EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$69,346,994BOYAmt
EOY$59,473,625EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$50,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$75,759,538BOYAmt
EOY$67,283,434EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY-$1,549,891BOYAmt
EOY-$586,300EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,814,309BOYAmt
EOY$5,313,451EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,264,418BOYAmt
EOY$4,727,151EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$71,495,120BOYAmt
EOY$62,556,283EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$71,495,120BOYAmt
EOY$62,556,283EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,759,538BOYAmt
EOY$67,283,434EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,872,176ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$16,811,013NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,939OtherCostOrOtherBasisAmt
Depreciation$12,939DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,269OtherCostOrOtherBasisAmt
Depreciation$2,408DepreciationAmt
Book Value$2,861BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$2,861TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED.
PART VI, SECTION B, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS:THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
PART XII, FINANCIAL STATEMENTS REPORTING, LINE 2CFINANCIAL STATEMENTS WERE NOT COMPLETE AS OF THIS FILING. THE RETURN WILL BE AMENDED AS NECESSARY TO ADJUST FOR CHANGES ONCE FINANCIAL STATEMENTS ARE COMPLETED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (96 entries)

ALLEGIUS FCU
CITY OF GREENUP KENTUCKY
CITY OF RACELAND
CONEMAUGH TOWNSHIP
COUNTY OF GREENE
FALLOWFIELD TOWNSHIP ROAD DIST
FUND STAFF
GCS CREDIT UNION
MEMBERS CHOICE CREDIT UNION
NAUGATUCK HOUSING AUTHORITY
NORTH SEWICKLEY TOWNSHIP
OROVILLE HOSPITAL
PORTAGE SCHOOL DIST
UE RADIO & MACHINE WKRS
STEELWORKERS PENSION TRUST
USW LOCAL 105
USW LOCAL 134
USW LOCAL 1408
USW LOCAL 3403
USW LOCAL 9
BEAVERDALE MEMORIAL PARK
BOROUGH OF CHARLEROI
SW PA WATER AUTHORITY
JULY PRODUCTS LLC
FRENCH PAPER COMPANY
PENNSYLVANIA AFL-CIO
SHADE TOWNSHIP SUPERVISORS
SMCAS MICHIGAN COMM AMBULANCE
FORSYTH TOWNSHIP
CITY OF HILLIARD
BLUE GREEN ALLIANCE
CF&I RETIREES' VEBA
GATX - RETIREES
GATX - OVER 65 RETIREES
CITY OF CARROLLTON
GERDAU AMERISTEEL - WILTON
TOWN OF N STONINGTON HWY DEPT
ELDERLY HOUSING DEVELOPMENT
MIDLAND COLT
CLOVERLAND ELECTRIC COOPERATVE
UNITED COMM SVCS FOR FAMILIES
CLOVER HILL PARK CEMETERY
ROCKWELL VEBA
TITAN VEBA
USW BENEFITS FUND
USW LOCAL 13-1
USW LOCAL 13-227
USW LOCAL 13-423
USW LOCAL 7-1
USW LOCAL 13-228
ARKANSAS AFL CIO
AMERICAN FEDERATION OF TEACHER
PHILLIPS 66 NORTH
USW LOCAL 675
USW LOCAL 5
VEYANCE VEBA
STEELWORKERS PENSION TRUST
USW LOCAL 4-9
NEGAUNEE PUBLIC SCHOOLS
WAH CHANG VEBA
SPECIAL METALS RETIREE VEBA
ORMET CORP HRLY RETIREE GRP
MI CITY OF DEPT OF WATER WRKS
ICD RETIREE 65
KENNECOTT VEBA
BUTLER-ZANESVILLE RETIREE FUND
KAISER ALUMINUM VEBA
USW LOCAL 1014
CITY OF MANISTEE HOUSING
SKOOKUM CONTRACT SERVICES
USW STAFF PLAN
ACUPOWDER INTERNATIONAL LLC
CITY OF CASEVILLE
WORK ENVIRONMENT COUNCIL OF NJ
USW FREIGHT CAR RETIREES
CITY OF WESTERVILLE
LEWIS-CLARK EARLY CHILDHOOD
USWATI FRP RETIREE HEALTHPLAN
USWATI 34TH AVE RETIREE
USWCRUCIBLE RETIREE
USW LOCAL 318
CINCINNATI UNION
INTL MATEX TANK TERMINALS
STANDARD STEEL RETIREES
LIBERTY STEEL - GEORGETOWN
KENTUCKY STATE AFL-CIO
YOKOHAMA RETIREE VEBA
OGEMAW COUNTY ROAD COMMISSION
USW LOCAL 2958
BOROUGH OF LANSDALE
USW LOCAL 1899
OPEIU LOCAL 45 - NJ
OPEIU LOCAL 45 - PA
OPEIU LOCAL 45 - FL
OPEIU LOCAL 45 - IL
PBF LOCAL 407

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (316 entries)

MERCER FORGE
ACME STAMPING & WIRE FORMING
ALTOONA PIPE & STEEL
CALGON CARBON
BRP MANUFACTURING CO
CP INDUSTRIES HOLDINGSINC
CEDAR BOX COMPANY
CENTURY ALUMINUM
CONCAST METAL PRODUCTS
CONTOUR DRAPERY INC
DOUBLE G COATINGS COMPANY
E DILLON & COMPANY
EARLE M JORGENSEN
EAST DEER TOWNSHIP
FLORENCE CASKET CO
HOLLIDAYSBURG AMBULANCE SERVIC
ICD-3
INDEPENDENT SALT
IFF INC
MITTAL STEEL USA
JOHNSTOWN AMERICA
KEYSTONE FLOOR PRODUCTS
KOPPERS INC- SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC-SHIRLEY CHABALIE
KOPPERS INC - STICKNEY
KOPPERS INC - SUSQUEHANNA
LEFCO ENVIRONMENTAL TECH
GUARDIAN ANGELS HEALTH&REHAB
LERCH BROTHERS INC
LINDEN HALL
MALTON ELECTRIC COMPANY
MALTON INDUSTRIAL SERVICES CO
ME GLOBAL
ELG UTICA ALLOYS
NEFF ELECTRIC
NEW ENGLAND CASKET
PINE GROVE CEMETERY ASSOC
RANGE CENTER INC
RAVENSWOOD FCU
RESERVE MINING CO
SALEM TUBE INC
SH BELL
SHENANGO
FIBER GLASS SYSTEMS LP
SOLVAY FLUORIDES INC
SPECIALTY PIPE & TUBE INC
STEEL VALLEY AUTHORITY
TAYLOR BROTHERS WELDING SERVIC
THE CHAPIN AND BANGS COMPANY
L-3 COMMUNICATIONS TITAN CORP
UPPER ALLEGHENY JT SANITARY AU
WIREROPE WORKS INC
KENYON COLLEGE
LEMAN MACHINE COMPANY
WINSLOW SCALE CO
ANTIOCH UNIVERSITY
TRIGON INC
POWDER PROCESSING TECHNOLOGY
VAN PELT CORPORATION
AMETEK WESTCHESTER PLASTICS
TINIUS OLSEN TESTING MACHINE
LUXFER MAGTECH INC
AMERICAN STANDARD BRANDS
KOPPERS INC - SOMERVILLE
PROGRESSIVE MACHINE WORKS INC
HAVERHILL NORTH COKE CO
FLINK COMPANY
TELEWELD INC
ALPHA CORPORATION OF TN
COATESVILLE SCRAP IRON & METAL
CALGON CARBON CORP (NEVILLE)
AMERICAN WARMING & VENTILATING
REESE ENTERPRISES INC
INTERLAKE STEAMSHIP COMPANY
ROOT SPRING SCRAPER COMPANY
WHITE CHAPEL MEMORIAL ASSOC
AHLSTROM-MUNKSJO FILTRATION
PARKVIEW MEMORIAL ASSOCIATION
DAVIS-LYNCH GLASS COMPANY
WHITE PINE COPPER REFINERY INC
SASOL (USA) CORPORATION
NEWMARKET CO ATTN HR
SENECA PETROLEUM COMPANY INC
DYNO NOBEL INC
HYGRADE METAL MOULDING MFG
SILBERLINE MANUFACTURING CO
GRAPHIC PACKAGING INTL MIDWEST
INGREDION IN
ROAD BUILDERS LLC
TOTAL PLANT MAINTENENCE INC
GATX - ACTIVES
INGREDION KS
ROADWAY DBA ATLAS CORP
MAYER POLLOCK STEEL CORP
MIAMI VALLEY PAPER COMPANY
AGC CHEMICALS AMERICAS INC
OPTIMUS STEEL LLC
INTERNATIONAL CONVERTER
SODEXO CAMPUS SVS SIMPSN COL
MEARS INSTALLATION
BIC CORPORATION
NATIONAL GYPSUM COMPANY
BWAY CORPORATION
MISSISSIPPI POLYMERS
STANDARD CAR TRUCK-PITTSBURGH
WHITE PINE L'ANSE WARDEN
TUBE FABRICATION INC
BEAVER VALLEY ALLOY
MENASHA PACKAGING CO
IH SCHLEZINGER
J TROCKMAN & SONS
GERRESHEIMER GLASS
LEHIGH HANSON SERVICE CENTER
AK TUBE
MENASHA PACKAGING CO-YUKON
THE DANIELS COMPANY
INTERPLASTIC CORPORATION
STEELWORKERS CHAR & EDUC ORG
LEHIGH SOUTHWEST CEMENT
FORMETAL INC
MAUSER CORP
MILLER COMPRESSING COMPANY
PLANT MAINTAINENCE
PHILLIPS 66 SOUTH
TENSION ENVELOPE CORP
RIMTEC CORPORATION
OX ENGINEERED PRODUCTS
SETCO SALES COMPANY
TECHNEGLAS LLC
ADELL POLYMERS
KOPPERS DENVER LOCATION
INEOS CALABRIAN CORPORATION
EES COKE BATTERY
LONZA AMERICA INC - ALLENDALE
KTG USALP
MEDALLION SLEEP PRODUCTS INC
IMERYS WOLLASTONITE USA LLC
INGREDION INC
CORE APPALACHIA OPERATING LLC
SILGAN WHITE CAP AMERICAS
INDUSTRIAL NUT CORPORATION
REVERE PACKAGING
KOPPERS HUNTINGTON
FERRY INDUSTRIES INC
ARAMARK UNIFORM SERVICES
RAIN CII CARBON LLC
MIG ACQUISITION LLC
NOURYON
KIK INTERNATIONAL LLC
CENVEO WORLDWIDE LIMITED- NJ
CENVEO WORLDWILDE LIMITED- IN
EXPRESS SCRIPTS
AMG INDUSTRIES LLC
TROY LLC
SCHILLER GROUNDS CARE INC
CONCO INC
HOLLINGSWORTH & VOSE
ILSCO CORPORATION
SEAMAN PAPER CO OF MASS
CHROME DEPOSIT CORPORATION
TRI-ARC LLC
MORRIS BEAN & COMPANY
SWM INTERNATIONAL INC
FALSTROM COMPANY
PRIMUS PIPE & TUBE INC
ICL-IP AMERICA INC
KONETA INC
ARROW SHED LLC
CONTINENTAL CEMENT CO LLC
THE MILLER COMPANY
FITZGERALD NURSING HOME & REHA
EATON STEEL CORP
OLIN CHLOR ALKALI
MARTIN STEEL INC
BANCROFT BAG INC
IKG USA LLC
INDUSTRIAL TERMINAL SYSTEMS
SUPERIOR METAL PRODUCTS CO
DAMAN INDUSTRIAL SERVICES INC
WROUGHT WASHER MFG INC
REX HEAT TREAT-LANSDALE INC
ALLIED ENVELOPE CO INC
CENTRAL PACKAGE & DISPLAY
JACOBS TECHNOLOGY
OMEGA ENTERPRISES INC
LANCASTER COMMERCIAL PRODUCTS
CLAY AND BAILEY MFG CO
MAJOR WIRE SCREENING INC
VORTEQ COIL FINISHER LLC
MOUNTAIN AGGREGATES INC
KOPPERS INC- HOUSTON
KOPPERS INC- HUBBELL
KOPPERS INC- GRIFFIN
KOPPERS INC- MADISON
KOPPERS INC- ROCK HILL
KOPPERS INC- MILLINGTON
KOPPERS INC- MADISON FIELD
UNITED ENVELOPE
THALHEIMER BROTHERS LLC
INFIANA USA INC
RONPAK INC
PBF LOGISTICS
AMERICAN RENOLIT CORP
DYER QUARRY INC
KOPP GLASS
BUCKSPORT GENERATION
GREEN AMERICA RECYCLING
CORNING INCORPORATED
EXIDE TECHNOLOGIES
WEST CARROLLTON PARCHMENT
ELEMENTIS GLOBAL LLC
SOUTHERN CONNECTICUT GAS
FARREL CORPORATION
NORTH COAST CONTAINER CORP
PORT TOWNSEND PAPER COMPANY
KUEHNE COMPANY
WATCO COMPANIES
HILL ROM HOLDINGS INC
QUEMETCO INC
PBF LOCAL 675
TEKNI-PLEX INC
WINFIELD MUTUAL HOUSING CORP
STANDARD STEEL SPECIALTY
LIBERTY BAR PRODUCTS
DWK LIFE SCIENCES
SAPPI
GALAXY PRECISION MANUFACTURING
DG3 NORTH AMERICA INC
MW INDUSTRIES INC
BAYLOFF SPK
STEELCRAFT MANUFACTURING CO
MPI PRODUCTS LLC
RAYBESTOS POWER STEEL PARTS
COPPERHEAD CHEMICAL COMPANY
ADVANCED CAST PRODUCTS
HUHTAMAKI
DLUBAK SPECIALTY GLASS CORP
MARMON KEYSTONE LLC
TPC GROUP
NILES EXPANDED METAL & PLASTIC
NORTH JACKSON SPECIALTY STEEL
SOLAR COMPOUNDS
PENCOR SERVICES INC
CUBE YADKIN GENERATION LLC
BLOOM ENGINEERING COMPANY
ISC STRUCTURES INC
INT RESOURCES DBA DS SMITH
INT RESOURCES DBA DS SMITH
EP ENGINEERED CLAYS CORP
WIELAND CHASE
COLUMBIA NATIONAL GROUP INC
INLAND EMPIRE PAPER COMPANY
CENTRE FOUNDRY
VESUVIUS USA CORPORATION
MILLER BROS
EUREKA FOUNDRY COMPANY
KEIL CHEMICAL CORPORATION
RESCO PRODUCTS INC
FRED GREENBERG PC
GENERAL CABLE CORP
STANDARD STEEL ACTIVES
AMERIDRIVES INTERNATIONAL
SMOKY MOUNTAIN HOLDINGS LLC
ATI-MIDLAND JOINT VENTURE
PCI NITROGEN LLC
TIDEWATER BARGE LINES INC
THE BURGER IRON COMPANY
FIRELINE INC
LLFLEX LLC
MERCER FORGE
SIMONDS SAW LLC
KEN-TRON MANUFACTURING INC
WJ BAKER COMPANY INC
THE ONEIDA GROUP
TRUCK CAB MANUFACTURERS
THE DAYCO GROUP
GOLDEN EAGLE ASPHALT
GOLDEN EAGLE CONSTRUCTION
RESCO PRODUCTS INC
RESCO PRODUCTS INC
VALBRUNA SLATER STAINLESS INC
APG POLYTECH LLC
NEENAH FOUNDRY COMPANY
LEHIGH WHITE CEMENT
WAGNER LOGISTICS
SILGAN WHITE CAP HAZELTON
ELEMENTIS GLOBAL- CHARLESTON
PRECOAT METALS
ATI SPECIALTY ALLOYS
CQT KENNEDY LLC
MABS
TCI TEXARKANA INC
KOPPERS- KUIP GROUP
KOPPERS- MAER
KOPPERS- NEWSOMS
DS SMITH
WIELAND ROLLED PRODUCTS BRYAN
LEWIS BROTHERS BAKERIES
OPW ENGINEERED SYSTEMS
DEETER OPERATIONS
CHENEGA FACILITIES MANAGEMENT
PORTLAND PIPE LINE CORP
PETRO HOME SERVICES
KEYES FIBRE CORPORATION
ERIE COKE CORPORATION
WHITE PINE COPPER REFINERY INC
PCI NITROGEN- INTEROCEANIC CO
BLUE RIDGE PAPER PRODUCTS LLC
DIVERSIFIED GAS & OIL
ELEMENTIS GLOBAL LLC- ST LOUIS
EAGLE TOOL COMPANY
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

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