IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR (EIN 31-0557391)
Tax period
2020-02-01 to 2021-01-31
Filed
2021-12-14
IRS object ID
202143489349301614
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)
Return2021-12-14T14:43:38-06:00ReturnTs
Tax Period End2021-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DRIVEAddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45342ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN310557391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRONWORKERS DISTRICT COUNCIL OF SOUTHERNBusinessNameLine1Txt
Business Name Line2OHIO AND VICINITY BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone9374541744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11470 WORLDWIDE PLACEAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENNY BROWNPersonNm
Person TitleADMINISTRATIVE MANAGERPersonTitleTxt
Phone9374541744PhoneNum
Signature2021-12-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPENNYPersonFirstNm
Person LastBROWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNA M HELFEN CPAPreparerPersonNm
PTINP01686651PTIN
Phone9372260070PhoneNum
Preparation2021-12-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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)
Principal OfficerPENNY BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11470 WORLDWIDE PLACEAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP45377ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,758,263GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH, DENTAL, VISION, & DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, & RETIREESActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$1,382,330TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$59,683,760PYProgramServiceRevenueAmt
CY Program Service Revenue$54,745,141CYProgramServiceRevenueAmt
PY Investment Income$1,001,649PYInvestmentIncomeAmt
CY Investment Income$1,378,903CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$60,685,409PYTotalRevenueAmt
CY Total Revenue$56,124,044CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$51,267,383PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$50,503,070CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$839,116PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$837,112CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,136,656PYOtherExpensesAmt
CY Other Expenses$2,549,006CYOtherExpensesAmt
PY Total Expenses$55,243,155PYTotalExpensesAmt
CY Total Expenses$53,889,188CYTotalExpensesAmt
PY Revenues Less Expenses$5,442,254PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,234,856CYRevenuesLessExpensesAmt
Total Assets BOY$43,385,135TotalAssetsBOYAmt
Total Assets EOY$46,414,864TotalAssetsEOYAmt
Total Liabilities BOY$170,946TotalLiabilitiesBOYAmt
Total Liabilities EOY$231,712TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$43,214,189NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$46,183,152NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, DENTAL, VISION, AND DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, AND RETIREESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE FOR THE HEALTH, DENTAL, VISION, AND DISABILITY AND DEATH BENEFIT NEEDS OF THE PARTICIPANTS, DEPENDANTS, AND RETIREES OF THE IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO AND VICINITYDesc
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document137IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENNY BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9374541744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11470 WORLDWIDE PLACEAddressLine1Txt
CityVANDALIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP453771156ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RON STARKEY
LABOR TRUSTEE (CO-CHAIR)2.00Yes (X)Yes (X)$0$0$0
CRAIG WANNER
EMPLOYER TRUSTEE (CO-CHAIR)2.00Yes (X)Yes (X)$0$0$0
BENTON AMBURGEY
LABOR TRUSTEE2.00Yes (X)$0$0$0
DAVID BAKER
LABOR TRUSTEE2.00Yes (X)$0$0$0
MARK BISHOP
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JEFF BUSH SR
LABOR TRUSTEE2.00Yes (X)$0$0$0
TOMMY CARRIER
LABOR TRUSTEE2.00Yes (X)$0$0$0
RALPH COPLEY
LABOR TRUSTEE (LEFT)2.00Yes (X)$0$0$0
MARK E DOUGLAS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RONALD FISHER
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ROBERT FRUCHEY
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
SCOTT HERMESCH
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOHN HESFORD
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ROBERT KARA
LABOR TRUSTEE2.00Yes (X)$0$0$0
SCOTT MASSIE
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RUSSELL MONTGOMERY
LABOR TRUSTEE2.00Yes (X)$0$0$0
CLINTON SUGGS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOHN R WHITAKER
LABOR TRUSTEE (JOINED)2.00Yes (X)$0$0$0
BRADLEY WINANS
LABOR TRUSTEE2.00Yes (X)$0$0$0
PENNY BROWN
ADMINISTRATIVE MANAGER40.00Yes (X)$127,400$0$24,957
FieldValueIRS element (for citing)
Total Reportable Comp From Org$127,400TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,957TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHEM BLUE CROSS BLUE SHIELDBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 VANDERCAR WAYAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45209ZIPCd
FieldValueIRS element (for citing)
ServicesCLAIMS CONTRACT ADMINSTRATORServicesDesc
Compensation$1,335,638CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$45,517,269$45,517,269
INDIVIDUAL CONTRIBUTION525100$9,227,872$9,227,872
FieldValueIRS element (for citing)
Total Program Service Revenue$54,745,141TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,013,107TotalRevenueColumnAmt
Unrelated Business Revenue$1,013,107UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,000,015SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,630,792SecuritiesAmt
Other$3,427OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$369,223SecuritiesAmt
Other-$3,427OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$365,796TotalRevenueColumnAmt
Related Or Exempt Func Income-$3,427RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$369,223UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,124,044TotalRevenueColumnAmt
Related Or Exempt Func Income$54,741,714RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,382,330UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$50,503,070TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$127,400TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$416,050TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$48,393TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$204,403TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$40,866TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,315TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$77,422TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,357TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$99,951TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$94,717TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$152,989TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,811TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,240TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,627TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADMINISTRATION F$1,335,638
STOP LOSS INSURANCE$1,009,840
CHANGE IN PENSION LIABI$322,139
ACTUARY/CONSULTING$287,041

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$955,081TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,889,188TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,039,241BOYAmt
EOY$15,060,768EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,560,698BOYAmt
EOY$5,548,399EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$156BOYAmt
EOY$156EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,072,202LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$698,719LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$420,451BOYAmt
EOY$373,483EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,364,589BOYAmt
EOY$25,432,058EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,385,135BOYAmt
EOY$46,414,864EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$92,219BOYAmt
EOY$75,791EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,727BOYAmt
EOY$155,921EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$170,946BOYAmt
EOY$231,712EOYAmt
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$43,214,189BOYAmt
EOY$46,183,152EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,214,189BOYAmt
EOY$46,183,152EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,385,135BOYAmt
EOY$46,414,864EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,234,856ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$734,107NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,072,202OtherCostOrOtherBasisAmt
Depreciation$698,719DepreciationAmt
Book Value$373,483BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$373,483TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPENSION OBLIGATIONDesc
Amt$155,921Amt
FieldValueIRS element (for citing)
Total Liability$155,921TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$56,835,221TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$734,107NetUnrealizedGainsInvstAmt
Other Revenue$3,427OtherRevenueAmt
Revenue Not Reported$737,534RevenueNotReportedAmt
Revenue Subtotal$56,097,687RevenueSubtotalAmt
Investment Expenses Not Incld$26,357InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,357RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$56,124,044TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$53,866,258TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,427OtherExpensesIncludedAmt
Expenses Not Reported$3,427ExpensesNotReportedAmt
Expenses Subtotal$53,862,831ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,357InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,357ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$53,889,188TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF ASSETS 3,427.
PART XII, LINE 2D - OTHER ADJUSTMENTS:LOSS ON DISPOSAL OF ASSETS 3,427.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPENNY BROWNPersonNm
TitleADMINISTRATIVE MANAGERTitleTxt
Base Compensation Filing Org$127,400BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,375DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$18,582NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$152,357TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE TRUSTEES TO REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE TRUSTEES ARE REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS WELL AS THE INTERNAL REVENUE CODE (IRC), AND THE ATTENDANT REGULATIONS ADOPTED PURSUANT TO BOTH ERISA AND IRC, WITH RESPECT TO NON-EXEMPT PROHIBITED TRANSACTIONS. A MEMBER OF THE PLAN'S LEGAL COUNSEL ATTENDS EACH MEETING OF THE TRUSTEES AND MONITORS ON AN "AS NEEDED" BASIS FOR ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE TRUSTEES EVALUATE AND ADJUST THE COMPENSATION OF THE ADMINISTRATIVE MANAGER AND OTHER MANAGERIAL PERSONNEL UTILIZING LOCAL MARKET KNOWLEDGE AND EVALUATION OF JOB PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN PROVIDES THE FORM 990 UPON WRITTEN REQUEST FROM THE PUBLIC. THE GOVERNING DOCUMENTS ARE NOT PROVIDED TO THE PUBLIC.
FORM 990, PART IX, LINE 24ECOLLECTION FEES 43,691. FEDERAL EXCISE TAX 16,470. PENSION BENEFIT GUARANTEED 11,685. MEMBERSHIP FEES 8,014. MISCELLANEOUS 148. ALLOCATED TO ANNUITY TRUST -475,420. ALLOCATED TO PENSION TRUST -559,669.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES IS CHARGED WITH OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR.
FORM 990, PART I, LINE 5 AND PART V, LINE 2A:THE NUMBER OF EMPLOYEES EXCLUDES PARTICIPANT DISABILITY PAYMENTS, WHICH ARE CLASSIFIED AS BENEFITS EXPENSE. A TOTAL OF 157 W-2S WERE ISSUED TO PARTICIPANTS RECEIVING DISABILITY PAYMENTS IN 2020.
FORM 990, PART V, LINE 1A:THE PLAN DIRECTLY ISSUES 1099S TO MEDICAL PROVIDERS FOR DENTAL AND VISION SERVICES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IRON WORKERS DCSOV PENSION TRUST
1470 WORLDWIDE PLACEVANDALIAOH453771156316127229RETIREMENT PLANOH501(C)(9)N/AN/A0
IRON WORKERS DCSOV ANNUITY TRUST
1470 WORLDWIDE PLACEVANDALIAOH453771156316108920RETIREMENT PLANOH501(C)(9)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (325 entries)

3 D CONSTRUCTION LLC
A C DELLOVADE INC
ABATE IRWIN INC
ACE STEEL ERECTION INC
ADR LLC
ADVANCED STEEL ERECTORS LLC
ADVANTAGE STEEL
AECOM INDUSTRIAL MAINTENANCE I
AIM CONSTRUCTION INC
AKRON ERECTORS INC
ALBERICI CONSTRUCTION
ALLARD EXCAVATION LLC
ALLSTATES REFRACTORY CONTRACTO
ALLTECH ENGINEERING CORP
ALTRA MACHINERY MOVERS & RIGGI
ALW CONSTRUCTION LLC
AMBAR INC
AMERICAN INDUSTRIAL DOOR
ANCHOR CONVEYOR SOUTH BEND I
APTIM SERVICES LLC
ARCHITECTURAL METAL
ARCWELD INC
ARISTEO CONSTRUCTION COMPANY
ARMSTRONG STEEL EREC INC
ASSEMBLERS INC
ATLAS INDUSTRIAL
AZCO INC
BACOM INC
BARES FENCE COMPANY LLC
BARNHART CRANE & RIGGING CO
BARTON MALOW CO
BEATY CONSTR INC
BEAVER CONSTRUCTORS
BEDESCHI MID-WEST CONVEYOR CO
BEE STEEL INC
BEN HUR CONSTR CO INC
BHC HOLDING COMPANY
BHI ENERGY
BLACK SWAMP STEEL INC
BMWC
BOWEN ENGINEERING CORP
BOWER & ASSOCIATES INC
BRANDSAFWAY INDUSTRIES LLC
BRAYMAN CONSTRUCTION & TRUMBUL
BROWN SERVICES LLC
BUILDING ERECTION SERVICES CO
C & B ENERGY SERVICES LLC
C & G ERECTORS INC
C & L CONSTR CO INC
C L MCGUIRE INC
C R MEYER AND SONS COMPANY
CAPITAL CITY GROUP INC
CARDINAL CONTRACTING LLC
CENTRAL KENTUCKY INDUSTRIAL I
CENTRAL WELDING INC
CGT CONSTRUCTION LLC
CHAPMAN CORPORATION
CHC FABRICATING CORP
CHICAGO DECKING INC
CHICAGO STEEL CONSTRUCTION
CITISTEEL
CLAY'S PERFORMANCE CONSTR LLC
CLEVENGER CONTRS INC
CMF GROUP
COBRA IRON WORKS INC
COLLIER CONSTRUCTION SERVICES
COLLIER SAFETY SERVICES LLC
COLLINS & HERMANN INC
COLUMBUS STEEL ERECTORS INC
COMMERCIAL CONTRACTING
CONSOLIDATED RIGGERS INC
CONSTANT VOLTAGE WELDING LLC
CONSTRUCTION & TURNAROUND
CRANE INDUSTRIAL
CREATIVE FABRICATION LTD
CROWN CORR INC
CUNDIFF STEEL FABRICATORS
D & D MACHINERY MOVERS
DALTON HARTMAN GROUP INC
DARANA MECHANICAL LLC
DAVIS AND HAYES
DAVIS ERECTION
DAVIS PICKERING & COMPANY INC
DAY & ZIMMERMANN NPS INC
DAYS CORPORATION
DEARBORN CRANE AND ENGINEERING
DELROSE CONSTRUCTION CO INC
DK BAST FOUNDATION SERVICES LL
DKM CONSTRUCTION INC
DOCK & DOOR INSTALL INC
DOCS CRANE & RIGGING INC
DON R FRUCHEY INC
DOUBLE BEE FENCE
DOWNSTATE STEEL ERECTORS INC
DPC FABRICATION LLC
DUNBAR MECHANICAL INC
DUNCAN MACHINERY
EARLY CONSTRUCTION CO
EASTERN STEEL
ECI ERECTORS LLC
ECKERT WELDING & ERECTORS IN
EDWARDS MOVING & RIGGING INC
ELECTRICAL MAINTENANCE AND
ELITE IRON SERVICES LLC
ENERFAB POWER & INDUSTRIAL INC
ERICKSON'S INC
EVERS STEEL CONSTRUCTION LLC
F A WILHELM CONSTRUCTION IN
FASTRAC SOLUTIONS INC
FENTON RIGGING CO
FLAT ROCK ERECTING INC
FLATROCK BRIDGE GROUP
FLUOR CONSTRUCTORS INTERNATION
FLUOR MAINTENANCE SERVICES INC
FOREST CITY ERECTORS INC
FORT WAYNE REINFORCING INC
FOUNDATION STEEL
FREITAG-WEINHARDT INC
FUTURE FENCE COMPANY
G & G BUILDERS INC
G & L CORPORATION
G & R MINERAL SERVICES INC
GEIGER BROTHERS MECHANICAL
GEM INDUSTRIAL INC
GENESYS
GLOBAL ERECTORS INC
GRAE-CON CONSTRUCTION INC
GRAYCOR INDUSTRIAL
GREGORI CONSTRUCTION & ENG
HALL INDUSTRIAL SERVICES INC
HALVERSON CONSTR CO INC
HAMON CUSTODIS INC
HAMPTON IRONWORKS INC
HARMON INC
HARMON STEEL INC
HARRIOTT CONTRACTING LLC
HARRIS DAVIS REBAR LLC
HAYSLETT CONSTRUCTION
HELMICK SPECIALTIES INC
HENRY F TEICHMANN INC
HENRY GURTZWEILER INC
HOFFMAN & COMPANY LLC
HOOSIER CRANE
HUELSMAN SWEENEY
ICC GROUP INC
ICON EXTERIOR BUILDING SOLUTIO
IG COMMERCIAL INC
INDUSTRIAL CONTRACTORSSKANSKA
INDUSTRIAL DOOR OF
INDUSTRIAL INSTALLATIONS INC
INDUSTRIAL MAINTENANCE
INDY STEEL ERECTORS INC
INDY STUD WELDING INC
INTERNATIONAL INDUSTRIAL
INTERSTATE ERECTING INC
IVY DEVELOPMENT AGENCY
J & B STEEL ERECTORS INC
J & H REINF & STRUC EREC
J & J GENERAL MAINTENANCE I
J & R HOLDINGS LLC
JAD CONSTRUCTION
JAMES H DREW CORPORATION
JARVIS DOWNING & EMCH INC
JAVIER STEEL CORP
JOURNEY STEEL INC
KANAWHA VALLEY CONSTRUCTION
KENT WELDING INC
KIEWIT POWER CONSTRUCTORS CO
KINGDOM STEEL LLC
KLE CONSTRUCTION CO INC
KOKOSING CONSTRUCTION
KOKOSING INDUSTRIAL INC
L G FOX INC
LAGONI ERECTION INC
LARSON-DANIELSON CONSTR CO
LEGACY ERECTORS LLC
LEGENDS CONSTRUCTION COMPANY
LESCO DESIGN & MFG CO INC
LILJA CORP
LMS CONSTRUCTION INC
LUNDY REBAR INC
M & M STEEL INC
M & S GLASS INC
M A MORTENSON
MADDOX INDUSTRIAL CONTRACTING
MARIETTA SILOS LLC
MARTIN REINFORCING
MASCARO CONSTRUCTION COMPANY
MATHENY & SONS
MAXIM CRANE WORKS
MAYER LANDSCAPING INC
MCGRAWKOKOSING INC
MCINTYRE BROTHERS INC
METRO ELEVATOR CO INC
MICRON MILLWRIGHT SERVICES INC
MID-ATLANTIC CONSTRUCTION
MIDEAST MACHINERY
MI-DE-CON INC
MID-OHIO MECHANICAL INC
MIDWAY STORAGE & DIST LTD
MIDWEST FENCE CORP
MIDWEST REINFORCING
MIDWEST STEEL INC
MILLENNIUM STEEL INC
MILLER-DAVIS COMPANY
MILLWRIGHT INDUSTRIAL SERVICES
MISCO ENTERPRISES INC
MONEY BANK FORFEIT - AUTOMATIC
MORGAN MECHANICAL INC
MULTI-STATE INDUSTRIAL CONTRS
MUSTANG AERIAL SERVICES INC
MYERS MACHINERY
NATIONAL ENCLOSURE CO
NATIONAL MACHINERY & CONVEYOR
NATIONWIDE SERVICES LLC
NATIONWIDE THE UNION FENCE C
NATIVE CONSTRUCTION LLC
NITRO CONSTRUCTION SERVICES IN
NKC CONVEYOR INSTLN CO
NORTH COAST STEEL ERECTORS I
OGLESBY CONSTRUCTION INC
ON SITE STUD WELDING INC
ORBIT MOVERS & ERECTORS INC
OVERHEAD CONVEYOR COMPANY
P & G CONSTRUCTION CO
PACIFIC ROD IRON LLC
PADGETT WELDING CO INC
PARKERSBURG-MARIETTA BUILDIN
PARKING STRUCTURES
PARKING STRUCTURES INC
PATRIOT INDUSTRIAL
PAULY JAIL BUILDING
PEARSON EQUIPMENT & SRVC CORP
PERMASTEELISA NORTH
PIONEER CLADDING &
PIONEER PIPE INC
PIQUA STEEL COMPANY
PJR & ASSOCIATES INC
PORTSMOUTH CONSTRUCTION SRVS
PRECAST SERVICES INC
PRO STEEL ERECTORS LLC
PULLMAN POWER LLC
RB MAINTENANCE INC
RIVER CITY CONSTRUCTION LLC
RIVERSIDE SERVICES
RJR ERECTORS CORPORATION
RMF NOOTER INC
ROD-TECHS INC
SCHMIDT STEEL INC
SENCO CONSTRUCTION INC
SIEMENS GENERATION SERVICES
SKY STEEL INC
SMITH ERECTORS INC
SMOOT CONSTRUCTION LLC
SOFCO ERECTORS
SOUTHERN FOLGER CONTRACTING I
SOUTHERN FOLGER DETENTION
SPECIALIZED EQUIPMENT CONTRACT
SPECIALTY METAL SERVICES
SPOHN ASSOCIATES INC
SR INDUSTRIAL LLC
SRM CONSTRUCTION MATERIAL SUPP
SRM UNITED JOINT VENTURE
STANDARD CONTRACTING &
STEEL INSTALLATION CORP
STEELEDGE ERECTORS LLC
STERLING INDUSTRIAL LLC
STEVENS ENGINEERS & CONSTRUCTO
STEVENS IRON WORKS LLC
STEVENSON CRANE RIGGING & HEAV
STEVES DOOR SERVICE LLC
STRESCORE INC
STRONG TOWER BUILDING ENVELOPE
STRUCTURAL TECHNOLOGIES LLC
SUPERIOR CONSTRUCTION
T & A RIGGING INC
TATMAN SIMS & PEDIGO CORPORATI
TEFCO INC
TENNESSEE VALLEY INDUSTRIAL
THE BOLDT COMPANY
THE RG SMITH CO INC
THE RUHLIN COMPANY
THE SCHAEFER GROUP INC
THE SELINSKY FORCE LLC
TIE STEEL CORPORATION
TITAN REINFORCING LLC
TOM CLAYTON ERECTORS LLC
TONN AND BLANK CONST LLC
TOP TIER IRONWORKS LLC
TRADE-MARK INDUSTRIAL
TRI STATE IRON WORKS INC
TRI-AMERICA CONTRACTORS INC
TRIANGLE INC
TRITON CONSTRUCTION INC
TRI-VALLEY STEEL & FAB LLC
TRIVETT CONTRACTING INC
TRON MECHANICAL INC
TURNER INDUSTRIAL
TUTTLE CONSTRUCTION INC
UNITED CONSTRUCTION CO INC
UNITED IRONWORKERS INC
UNITED REBAR EMPIRE JOINT VENT
UNITED REBAR INC
USA HOIST COMPANY INC
VAL-LEE STUD WELDING INC
VEXCO ENGINEERING LLC
VMI GROUP INC
W B FOSSON & SONS INC
WAI CONSTRUCTION GROUP
WALBRIDGE EQUIPMENT
WALSH CONSTRUCTION COMPANY II
WANNER METAL WORX INC
WEITZ INDUSTRIAL
WEST WIND REINFORCING LLC
WHALEY STEEL CORPORATION
WHITACRE ENGINEERING CO
WHITE CONSTRUCTION INC
WILSON STEEL SERVICES LLC
WISE SERVICES INC
WISEMAN CONSTRUCTION COINC
WORLEY INDUSTRIAL SERVICES INC
WYRD LLC
XTREME REINFORCING INC
YOUNGSTOWN BRIDGE LLC
ZAK WELDING & CUSTOM WORK LLC
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IRON WORKERS DCSOV PENSION TRUST
K$65,277FMV
IRON WORKERS DCSOV PENSION TRUST
N$374,312FMV
IRON WORKERS DCSOV PENSION TRUST
O$185,357FMV
IRON WORKERS DCSOV ANNUITY TRUST
N$310,213FMV
IRON WORKERS DCSOV ANNUITY TRUST
O$165,207FMV

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