NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND (EIN 51-0210922)
Tax period
2017-06-01 to 2018-05-31
Filed
2019-01-26
IRS object ID
201920269349300502
Schema version
2017v2.3
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)
Return2019-01-26T08:59:29-06:00ReturnTs
Tax Period End2018-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 WESTBROOK CORPORATE CTR 700AddressLine1Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510210922EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ROOFERS UNION & EMPLOYERSBusinessNameLine1Txt
Business Name Line2JOINT HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DRIVE NO 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN PLESCIAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9528540795PhoneNum
Signature2019-01-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG RESCHPreparerPersonNm
PTINP00844633PTIN
Phone3123680500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.235.239.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-26IPDt
IP Tm09:00:18IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id93A4F84426990A9A61EBC632D98786EB8E4F1B1DAtSubmissionCreationDeviceId
At Submission Filing Device IdDBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN PLESCIAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DRIVE NO 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,956,522GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NATIONALROOFERSHEALTH.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1976FormationYr
Legal Domicile StateMNLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$9,417,006PYProgramServiceRevenueAmt
CY Program Service Revenue$9,556,846CYProgramServiceRevenueAmt
PY Investment Income$329,670PYInvestmentIncomeAmt
CY Investment Income$524,450CYInvestmentIncomeAmt
PY Other Revenue$39,731PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,786,407PYTotalRevenueAmt
CY Total Revenue$10,081,296CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$7,428,145PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$7,818,702CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$558,443PYOtherExpensesAmt
CY Other Expenses$497,041CYOtherExpensesAmt
PY Total Expenses$7,986,588PYTotalExpensesAmt
CY Total Expenses$8,315,743CYTotalExpensesAmt
PY Revenues Less Expenses$1,799,819PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,765,553CYRevenuesLessExpensesAmt
Total Assets BOY$15,310,516TotalAssetsBOYAmt
Total Assets EOY$17,096,463TotalAssetsEOYAmt
Total Liabilities BOY$51,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,974TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,258,868NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,078,489NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
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
Employee0EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
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 Line1WILSON MCSHANE CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9528540795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 METRO DRIVE SUITE 500AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55425ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KINSEY ROBINSON
TRUSTEE1.0035.00Yes (X)$0$333,223$54,879
JOHN PLESCIA
TRUSTEE1.00Yes (X)$0$0$0
DENNIS CONWAY
TRUSTEE1.00Yes (X)$0$0$0
MARK REEVES
TRUSTEE1.00Yes (X)$0$0$0
PAUL BLASKI
TRUSTEE1.00Yes (X)$0$0$0
DOUGLAS ZIEGLER
TRUSTEE1.0018.00Yes (X)$0$77,167$25,781
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$410,390TotReportableCompRltdOrgAmt
Total Other Compensation$80,660TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CIGNA
8505 EAST ORCHARD ROADGREENWOOD VILLAGECO80111MEDICAL PPO PROVIDER$286,429
WILSON MCSHANE CORPORATION
3001 METRO DRIVE SUITE 500BLOOMINGTONMN55425THIRD PARTY ADMINISTRATOR$220,040
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$9,211,799$9,211,799
PRESCRIPTION DRUG REBATES900099$299,601$299,601
PARTICIPANT AND RETIREE CONTRIBUT900099$45,446$45,446
FieldValueIRS element (for citing)
Total Program Service Revenue$9,556,846TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$479,668TotalRevenueColumnAmt
Exclusion$479,668ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,920,008SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,875,226SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$44,782SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,782TotalRevenueColumnAmt
Exclusion$44,782ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,081,296TotalRevenueColumnAmt
Related Or Exempt Func Income$9,556,846RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$524,450ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$7,818,702TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$217,740TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$95,492TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,335TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,240TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$59,013TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,292TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,390TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,740TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$8,166
FEES MANDATED BY ACA$3,633

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,315,743TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,509,358BOYAmt
EOY$1,298,997EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,382,035BOYAmt
EOY$1,077,354EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$955,718BOYAmt
EOY$987,659EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,667BOYAmt
EOY$6,397EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,769,555BOYAmt
EOY$13,042,270EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$688,183BOYAmt
EOY$683,786EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,310,516BOYAmt
EOY$17,096,463EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$51,648BOYAmt
EOY$17,974EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,648BOYAmt
EOY$17,974EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$15,258,868BOYAmt
EOY$17,078,489EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,258,868BOYAmt
EOY$17,078,489EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,310,516BOYAmt
EOY$17,096,463EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,765,553ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$54,068NetUnrlzdGainsLossesInvstAmt
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
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,111,124TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$54,068NetUnrealizedGainsInvstAmt
Revenue Not Reported$54,068RevenueNotReportedAmt
Revenue Subtotal$10,057,056RevenueSubtotalAmt
Investment Expenses Not Incld$24,240InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$24,240RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,081,296TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,291,503TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,291,503ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,240InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$24,240ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,315,743TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

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)
PersonKINSEY ROBINSONPersonNm
TitleTRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$208,930CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$124,293OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$28,206DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$26,673NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$388,102TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WHILE THE BOARD OF TRUSTEES RETAINS THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO WILSON MCSHANE CORP, AS THIRD PARTY ADMINISTRATOR OF THE FUND.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S ENTIRE GOVERNING BODY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CFUND PERSONNEL HAVE THE CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IN ANY DETERMINATION BY THE TRUSTEES OF A CONFLICT OF INTEREST, THE PERSON WITH THE CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND DETERMINATION OF SUCH CONFLICT. DISCLOSURE OF A CONFLICT OF INTEREST SHOULD BE MADE TO THE ADMINISTRATIVE MANAGER, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, WHO SHALL BRING THESE MATTERS TO THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE FUND. THE DECISION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN SHALL BE THE WELFARE OF THE PLAN AND THE ADVANCEMENT OF ITS PURPOSE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
NEVADA ROOFERS JATC
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL #162
CONTRIBUTING EMPLOYER0
OKLAHOMA ROOFERS JATC
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL UNION #20
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL UNION #143
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL UNION #182
CONTRIBUTING EMPLOYER0
UNITED UNION OF ROOFERS ET AL
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL UNION #91
CONTRIBUTING EMPLOYER0
ROOFERS LOCAL #58
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (40 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
A W FARRELL & SON INC
CONTRIBUTING EMPLOYER0
BENNETT & BROSSEAU ROOFING INC
CONTRIBUTING EMPLOYER0
CEI GROUP LLC
CONTRIBUTING EMPLOYER0
CENTRAL STATES ROOFING
CONTRIBUTING EMPLOYER0
CHRISTEN LABOR LLC
CONTRIBUTING EMPLOYER0
COMMERCIAL ROOFERS
CONTRIBUTING EMPLOYER0
CONTRACTORS WATERPROOFING
CONTRIBUTING EMPLOYER0
COOK ROOFING CO LLC
CONTRIBUTING EMPLOYER0
CRIBBS INC
CONTRIBUTING EMPLOYER0
DEAN INDUSTRIES LLC
CONTRIBUTING EMPLOYER0
DRYSPACE INC
CONTRIBUTING EMPLOYER0
EAGLE ROOFING
CONTRIBUTING EMPLOYER0
KIRBERG ROOFING
CONTRIBUTING EMPLOYER0
LOS ALAMOS NATIONAL SECURITY
CONTRIBUTING EMPLOYER0
NIR ROOF CARE SPECIALIST
CONTRIBUTING EMPLOYER0
NOORDA SHEET METAL CO
CONTRIBUTING EMPLOYER0
PAE
CONTRIBUTING EMPLOYER0
PELLERIN & WALLACE
CONTRIBUTING EMPLOYER0
PULLMAN POWER LLC
CONTRIBUTING EMPLOYER0
ROTH BROS
CONTRIBUTING EMPLOYER0
RSS ROOFING SERVICES & SOLUTIONS
CONTRIBUTING EMPLOYER0
SALOMON ROOFING
CONTRIBUTING EMPLOYER0
SCHREIBER CORPORATION
CONTRIBUTING EMPLOYER0
SOUTHWESTERN ROOFING & METAL
CONTRIBUTING EMPLOYER0
STANDARD ROOFING & SHEET METAL
CONTRIBUTING EMPLOYER0
STAR ROOFING
CONTRIBUTING EMPLOYER0
SUPERIOR ROOFING
CONTRIBUTING EMPLOYER0
SW RESTORATION & WATERPROOFING
CONTRIBUTING EMPLOYER0
SW SPECIALTY CONTR LLC
CONTRIBUTING EMPLOYER0
T & K ROOFING COMPANYINC
CONTRIBUTING EMPLOYER0
TECHNICOAT WATERPROOFING
CONTRIBUTING EMPLOYER0
TECTA AMERICA SE LLC
CONTRIBUTING EMPLOYER0
TRIPLE M ROOFING COMPANY
CONTRIBUTING EMPLOYER0
UTAH TILE & ROOFING INC
CONTRIBUTING EMPLOYER0
VAUGHAN ROOFING
CONTRIBUTING EMPLOYER0
ELEMENT CONSTRUCTION
CONTRIBUTING EMPLOYER0
EBERHARD SOUTHWEST
CONTRIBUTING EMPLOYER0
FLYNN MIDWEST
CONTRIBUTING EMPLOYER0
HAMMOND CAULKING CO
CONTRIBUTING EMPLOYER0
PATRIOT GROUP CONSTRUCTION
CONTRIBUTING EMPLOYER0
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

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