INSULATORS LOCAL 23 HEALTH AND WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
INSULATORS LOCAL 23 HEALTH AND WELFARE FUND (EIN 23-7366317)
Tax period
2019-08-01 to 2020-07-31
Filed
2021-05-15
IRS object ID
202141359349301339
Schema version
2019v5.2
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)
Return2021-05-15T10:41:45-05:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205367494PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALAN ROSS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 HEARTHSTONE COURT SUITE 100AddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237366317EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASBESTOS WORKERS LOCAL 23 HEALTH &BusinessNameLine1Txt
Business Name Line2WELFARE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASBEBusinessNameControlTxt
Phone7179300922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18926 JONESTOWN ROADAddressLine1Txt
CityGRANTVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP170288654ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM MCGEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7179300922PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN D ROSS CPAPreparerPersonNm
PTINP00072435PTIN
Phone6107799555PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM MCGEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18956 JONESTOWN ROADAddressLine1Txt
CityGRANTVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP170288654ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,559,248GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNONEWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$5,941,220PYProgramServiceRevenueAmt
CY Program Service Revenue$3,369,499CYProgramServiceRevenueAmt
PY Investment Income$57,912PYInvestmentIncomeAmt
CY Investment Income$104,404CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,999,132PYTotalRevenueAmt
CY Total Revenue$3,473,903CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$4,636,185PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,913,552CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,198CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$392,814PYOtherExpensesAmt
CY Other Expenses$1,015,872CYOtherExpensesAmt
PY Total Expenses$5,028,999PYTotalExpensesAmt
CY Total Expenses$2,938,622CYTotalExpensesAmt
PY Revenues Less Expenses$970,133PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$535,281CYRevenuesLessExpensesAmt
Total Assets BOY$4,357,144TotalAssetsBOYAmt
Total Assets EOY$4,370,433TotalAssetsEOYAmt
Total Liabilities BOY$973,819TotalLiabilitiesBOYAmt
Total Liabilities EOY$377,486TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,383,325NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,992,947NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS OF THE FUND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,938,622ExpenseAmt
DescTHE FUND PROVIDES ACCIDENT, LIFE, DISABILITY AND SICKNESS, MEDICAL, HOSPITAL, DENTAL PRESCRIPTION AND VISION BENEFITS.Desc
Total Program Service Expenses$2,938,622TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
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 Required0ScheduleJRequiredInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 Line1SUSAN VARNERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7179300922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18926 JONESTOWN ROADAddressLine1Txt
CityGRANTVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP170288654ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM MCGEE
UNION TRUSTEE5.00Yes (X)$0$0$0
PETER DEIMLER
UNION TRUSTEE5.00Yes (X)$0$0$0
RONNIE BEVERLY
UNION TRUSTEE5.00Yes (X)$0$0$0
ZACH LYDON
EMPLOYER TRUSTEE5.00Yes (X)$0$0$0
CLIFF ZWIERCAN
EMPLOYER TRUSTEE5.00Yes (X)$0$0$0
SCOTT JENSEN
EMPLOYER TRUSTEE5.00Yes (X)$0$0$0
JOSEPH MCGEEHAN
UNION TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SEGAL
11 WACKER STREET STE 500CHICAGOIL60606ACTUARY & BENEFIT CONSULTING$126,253
PATH ADMINISTRATORS
3461 MARKET STREET STE 102CAMP HILLPA17011COTRACT ADMINISTRATION$104,791
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTION900099$3,004,464$3,004,464
RECIPROCAL CONTRIBUTIONS900099$229,469$229,469
SELF CONTRIBUTIONS900099$135,566$135,566
FieldValueIRS element (for citing)
Total Program Service Revenue$3,369,499TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,430TotalRevenueColumnAmt
Exclusion$106,430ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,083,319SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,085,345SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,026SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,026TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,026RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,473,903TotalRevenueColumnAmt
Related Or Exempt Func Income$3,367,473RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$106,430ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,913,552TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,198TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$104,791TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$64,917TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,912TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,416TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,828TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,689TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,133TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,726TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
STOP LOSS INSURANCE$373,768
RECIPROCAL PLAN PAYMENT$200,091
BENEFIT ADMINISTRATION$115,886
CONSULTNG FEE$83,360

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$355TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,938,622TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,714,971BOYAmt
EOY$359,963EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,937BOYAmt
EOY$4,937EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,313BOYAmt
EOY$8,865EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,245,087BOYAmt
EOY$3,746,559EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$379,836BOYAmt
EOY$250,109EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,357,144BOYAmt
EOY$4,370,433EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$58,811BOYAmt
EOY$17,883EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$915,008BOYAmt
EOY$359,603EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$973,819BOYAmt
EOY$377,486EOYAmt
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$3,383,325BOYAmt
EOY$3,992,947EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,383,325BOYAmt
EOY$3,992,947EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,357,144BOYAmt
EOY$4,370,433EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$535,281ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$74,341NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

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

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CONTRIBUTIONS RECEIVABLE$223,603
PRESCRIPTION REBATE RECEIVABLE$26,506
FieldValueIRS element (for citing)
Total Book Value Other Assets$250,109TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$1,310FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RECIPROCALS PAYABLE$14,282
CLAIMS PAYABLE$344,011
FieldValueIRS element (for citing)
Total Liability$359,603TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,343,737TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$74,341NetUnrealizedGainsInvstAmt
Revenue Not Reported$74,341RevenueNotReportedAmt
Revenue Subtotal$3,269,396RevenueSubtotalAmt
Investment Expenses Not Incld$4,416InvestmentExpensesNotIncldAmt
Other Revenues Not Included$200,091OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$204,507RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,473,903TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,974,157TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,974,157ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,416InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$39,951OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$35,535ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,938,622TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO JULY 31, 2018.
PART XI, LINE 4B - OTHER ADJUSTMENTS:AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 200,091.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFITS PAYABLE FROM PRIOR YEAR TO CURRENT YEAR -240,042. AMOUNTS PAID TO OTHER PLAN UNDER RECIPROCAL AGREEMENTS 200,091.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
INSULATORS LOCAL NO 23 PENSION
8926 JONESTOWN ROADGRANTVILLEPA170288654236601323COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED BENEFIT PENSION PLANPA401(A)0
INSULATORS LOCAL NO 23 ANNUITY PLAN
8926 JONESTOWN ROADGRANTVILLEPA170288654251586636COLLECTIVELY BARGAINED MULTIEMPLOYER DEFINED CONTRIBUTION PENSION PLANPA401(A)0
INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 23
8926 JONESTOWN ROADGRANTVILLEPA170288654250330105LABOR UNIONPA501(C)50

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
ADVANCED SPECIALTY CONTRACTORS
120 N LIME STREETLANCASTERPA17608CONTRIBUTING EMPLOYERPA0
ALLIED POWER LLC
36400 S ESSEX ROADWILMINGTONIL60481CONTRIBUTING EMPLOYERIL0
APEX INSULATION
PO BOX 189NORTHHAPTONPA18067CONTRIBUTING EMPLOYERPA0
Z-TECH INSULATION
215 CORPORATE DRIVEREADINGPA19605CONTRIBUTING EMPLOYERPA0
ALLIANCE MECHANICAL INSULATION
4480 SPRING HILL DRIVESCHNECKSVILLEPA18078CONTRIBUTING EMPLOYERPA0
GOLDEN RULE INSULATION SOLUTIONS
362 PINE VALLEY DRFELTONPA17322CONTRIBUTING EMPLOYERPA0
K GULLER LLC
652 E GERMANTOWN PIKELAFAYETTE HILLPA19444CONTRIBUTING EMPLOYERPA0
CONSERVATION SPECIALTY INSULATION
6095 MEMORIAL ROADGERMANSVILLEPA18053CONTRIBUTING EMPLOYERPA0
BRAND SAFWAY INDUSTRIES LLC
740 VETERANS DRIVESWEDESBORONJ08085CONTRIBUTING EMPLOYERNJ0
MCCARL'S
1413 NINTH AVENUEBEAVER FALLSPA15010CONTRIBUTING EMPLOYERPA0
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 Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (10 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ADVANCED SPECIALTY CONTRACTING
S$184,313COLLECTIVE BARGAINING AGREEMENT
ALLIANCE MECHANICAL INSULATION
S$201,497COLLECTIVE BARGAINING AGREEMENT
ALLIED POWER LLC
S$334,503COLLECTIVE BARGAINING AGREEMENT
APEX INSULATION INC
S$288,175COLLECTIVE BARGAINING AGREEMENT
BRAND SAFWAY INDUSTRIES LLC
S$445,635COLLECTIVE BARGAINING AGREEMENT
CONSERVATION SPECIALITY INSULATION LLC
S$281,113COLLECTIVE BARGAINING AGREEMENT
GOLDEN RULE INSULATION SOLUTIONS INC
S$155,420COLLECTIVE BARGAINING AGREEMENT
K GULLER LLC
S$282,157COLLECTIVE BARGAINING AGREEMENT
MCCARL'S INC
S$155,511COLLECTIVE BARGAINING AGREEMENT
Z TECH INSULATION INC
S$374,572COLLECTIVE BARGAINING AGREEMENT

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