BMWED HEALTH FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BMWED HEALTH FUND (EIN 61-6613197)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202142879349301734
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T15:33:39-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382821807PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clarence H Johnson PC - CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126076 Woodward AveAddressLine1Txt
CityRoyal OakCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48067ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616613197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BMWED HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMWEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDDIE N SIMPSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2486622660PhoneNum
Signature2021-10-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDDIEPersonFirstNm
Person LastSIMPSONPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames C JohnsonPreparerPersonNm
PTINP01352207PTIN
Phone2483984040PhoneNum
Preparation2021-10-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$3,784,849GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2019FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES OF BMWED AND PARTICIPATING EMPLOYERS WHO MEET ELIGIBILITY REQUIREMENTS..ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,571,845PYContributionsGrantsAmt
CY Contributions Grants$3,752,701CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$11,511PYInvestmentIncomeAmt
CY Investment Income$29,577CYInvestmentIncomeAmt
CY Other Revenue$2,571CYOtherRevenueAmt
PY Total Revenue$4,583,356PYTotalRevenueAmt
CY Total Revenue$3,784,849CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,067,211PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,134,243CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$47,278PYOtherExpensesAmt
CY Other Expenses$38,586CYOtherExpensesAmt
PY Total Expenses$3,114,489PYTotalExpensesAmt
CY Total Expenses$3,172,829CYTotalExpensesAmt
PY Revenues Less Expenses$1,468,867PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$612,020CYRevenuesLessExpensesAmt
Total Assets BOY$1,709,872TotalAssetsBOYAmt
Total Assets EOY$2,317,244TotalAssetsEOYAmt
Total Liabilities BOY$241,005TotalLiabilitiesBOYAmt
Total Liabilities EOY$236,357TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,468,867NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,080,887NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES OF BMWED AND PARTICIPATING EMPLOYERS WHO MEET ELIGIBILITY REQUIREMENTS..MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,172,829ExpenseAmt
Revenue$3,784,849RevenueAmt
DescTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES.Desc
Total Program Service Expenses$3,172,829TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
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 RequiredYes (true)ScheduleJRequiredInd
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 Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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 PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
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)
PersonFREDDIE N SIMPSONPersonNm
Phone2486622660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FREDDIE N SIMPSON
TRUSTEE0.000.00Yes (X)$0$195,045$26,000
DAVID D JOYNT
TRUSTEE0.000.00Yes (X)$0$179,310$22,500
DENNIS R ALBERS
TRUSTEE0.000.00Yes (X)$0$174,097$21,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$548,452TotReportableCompRltdOrgAmt
Total Other Compensation$69,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$3,752,701RelatedOrganizationsAmt
Total Contributions$3,752,701TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,577TotalRevenueColumnAmt
Related Or Exempt Func Income$29,577RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc
Business525920BusinessCd
Total Revenue Column$2,571TotalRevenueColumnAmt
Related Or Exempt Func Income$2,571RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,571OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,784,849TotalRevenueColumnAmt
Related Or Exempt Func Income$32,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,134,243TotalAmt
Program Services$3,134,243ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$9,674TotalAmt
Program Services$9,674ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,502TotalAmt
Program Services$6,502ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,321TotalAmt
Program Services$13,321ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,385TotalAmt
Program Services$4,385ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,927TotalAmt
Program Services$2,927ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,290TotalAmt
Program Services$1,290ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEESDesc
Total$487TotalAmt
Program Services$487ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,172,829TotalAmt
Program Services$3,172,829ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$413,920BOYAmt
EOY$322,333EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$327,495BOYAmt
EOY$309,750EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$968,457BOYAmt
EOY$1,685,161EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,709,872BOYAmt
EOY$2,317,244EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$241,005BOYAmt
EOY$236,357EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$241,005BOYAmt
EOY$236,357EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,468,867BOYAmt
EOY$2,080,887EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,468,867BOYAmt
EOY$2,080,887EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,709,872BOYAmt
EOY$2,317,244EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$612,020ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$3,784,849TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$3,784,849RevenueSubtotalAmt
Total Revenue Per Form990$3,784,849TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,172,829TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,172,829ExpensesSubtotalAmt
Total Expenses Per Form990$3,172,829TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt
FREDDIE N SIMPSON
TRUSTEE$195,045$26,000$221,045
DAVID D JOYNT
TRUSTEE$179,310$1,500$201,810$21,000
DENNIS R ALBERS
TRUSTEE$174,097$195,097$21,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11A COPY OF THE 990 RETURN IS DELIVERED TO THE TRUSTEES FOR REVIEW BEFORE FILING.
Conflict of interest policy compliance Part VI line 12cCONFLICT OF INTEREST STATEMENTS ARE SIGNED BY EACH OF THE TRUSTEES.
Governing documents etc available to public Part VI line 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BROTHERHOOD MAINTENANCE OF WAY EMPLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd
FieldValueIRS element (for citing)
EIN386004309EIN
Primary ActivitiesLABOR ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section501C5ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
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
Div Related OrganizationfalseDivRelatedOrganizationInd
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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