MIRA-GMP & ALLIED WORKERS INSURANCE TR: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MIRA-GMP & ALLIED WORKERS INSURANCE TR (EIN 04-3194045)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-06
IRS object ID
201921579349301252
Schema version
2018v3.1
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)
Return2019-06-06T16:12:52-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550621482PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRAY GRIFFITH & MAYS ACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1707 VIRGINIA STREETEASTSUITE 400AddressLine1Txt
CityCHARLESTONCityNm
State AbbreviationWVStateAbbreviationCd
ZIP253012711ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043194045EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIRA-GMP & ALLIED WORKERS INSURANCE TRUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIRABusinessNameControlTxt
Phone5133816886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 W 4TH ST NO 225AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY WOODPersonNm
Person TitleCEOPersonTitleTxt
Phone5133816886PhoneNum
Signature2019-06-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ RYAN LINDSAYPreparerPersonNm
PTINP01835061PTIN
Phone3043459400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.192.238.246IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-06IPDt
IP Tm15:42:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id00BF474690C9102C28DD285F66C0EF42F850EDF8AtSubmissionCreationDeviceId
At Submission Filing Device Id00BF474690C9102C28DD285F66C0EF42F850EDF8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBERLY WOODPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 W 4TH ST SUITE 225AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,904,083GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1993FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO MAINTAIN INSURANCE BENEFITS PROVIDED FOR UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN MANUFACTURERS' INDUSTRIAL RELATIONS ASSOCIATION AND THE GMP & ALLIED WORKERS INTERNATIONAL UNIONActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
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$7,475,857PYProgramServiceRevenueAmt
CY Program Service Revenue$5,708,663CYProgramServiceRevenueAmt
PY Investment Income$44,772PYInvestmentIncomeAmt
CY Investment Income$27,158CYInvestmentIncomeAmt
PY Other Revenue$12,489PYOtherRevenueAmt
CY Other Revenue$168,262CYOtherRevenueAmt
PY Total Revenue$7,533,118PYTotalRevenueAmt
CY Total Revenue$5,904,083CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$7,052,508PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$5,511,485CYBenefitsPaidToMembersAmt
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$1,013,576PYOtherExpensesAmt
CY Other Expenses$872,972CYOtherExpensesAmt
PY Total Expenses$8,066,084PYTotalExpensesAmt
CY Total Expenses$6,384,457CYTotalExpensesAmt
PY Revenues Less Expenses-$532,966PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$480,374CYRevenuesLessExpensesAmt
Total Assets BOY$4,915,515TotalAssetsBOYAmt
Total Assets EOY$4,653,729TotalAssetsEOYAmt
Total Liabilities BOY$1,232,579TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,025,070TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,682,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,628,659NetAssetsOrFundBalancesEOYAmt
MissionTO MAINTAIN INSURANCE BENEFITS PROVIDED FOR UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN MANUFACTURERS' INDUSTRIAL RELATIONS ASSOCIATION AND THE GMP & ALLIED WORKERS INTERNATIONAL UNION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,384,457ExpenseAmt
Revenue$5,708,663RevenueAmt
DescTO MAINTAIN INSURANCE BENEFITS PROVIDED FOR UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN MANUFACTURERS' INDUSTRIAL RELATIONS ASSOCIATION AND THE GMP & ALLIED WORKERS INTERNATIONAL UNION.Desc
Total Program Service Expenses$6,384,457TotalProgramServiceExpensesAmt
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 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 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
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 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 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 Line1KIMBERLY WOOD - AMERICAN BENEFIT CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5133816886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 W 4TH STREETAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN BURKE
TRUSTEE2.00Yes (X)$0$0$0
ROBERT LEFERE
TRUSTEE2.00Yes (X)$0$0$0
STANLEY SAVAKUS
TRUSTEE2.00Yes (X)$0$0$0
CLAUDE BEAUDIN
TRUSTEE2.00Yes (X)$0$0$0
BRUCE SMITH
TRUSTEE2.00Yes (X)$0$0$0
JERRY COTTON
TRUSTEE2.00Yes (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

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORESOURCEBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line15200 UPPER METRO PLACEAddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43017ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATION FEESServicesDesc
Compensation$473,900CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$4,929,949$4,929,949
PARTICIPANT CONTRIBUTI525100$778,714$778,714
FieldValueIRS element (for citing)
Total Program Service Revenue$5,708,663TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,158TotalRevenueColumnAmt
Exclusion$27,158ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSTOP LOSS REFUNDDesc
Business525100BusinessCd
Total Revenue Column$168,262TotalRevenueColumnAmt
Related Or Exempt Func Income$168,262RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$168,262OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,904,083TotalRevenueColumnAmt
Related Or Exempt Func Income$5,876,925RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$27,158ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$5,511,485TotalAmt
Program Services$5,511,485ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$37,200TotalAmt
Program Services$37,200ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$21,705TotalAmt
Program Services$21,705ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,683TotalAmt
Program Services$18,683ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,333TotalAmt
Program Services$7,333ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$487,485TotalAmt
Program Services$487,485ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,817TotalAmt
Program Services$2,817ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,601TotalAmt
Program Services$3,601ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$294,148TotalAmt
Program Services$294,148ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,384,457TotalAmt
Program Services$6,384,457ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$14,053BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,796,335BOYAmt
EOY$3,247,830EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$607,731BOYAmt
EOY$625,545EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$12,268BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,530BOYAmt
EOY$12,609EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$494,704BOYAmt
EOY$767,745EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,915,515BOYAmt
EOY$4,653,729EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$113,293BOYAmt
EOY$115,784EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,119,286BOYAmt
EOY$909,286EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,232,579BOYAmt
EOY$1,025,070EOYAmt
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$3,682,936BOYAmt
EOY$3,628,659EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,682,936BOYAmt
EOY$3,628,659EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,915,515BOYAmt
EOY$4,653,729EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$480,374ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,947NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$416,150PriorPeriodAdjustmentsAmt
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

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

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescSTOP LOSS REIMBURSEMENT RECEIVABLEDesc
Book Value$767,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$767,745TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS INCURRED BUT NOT REPORTEDDesc
Amt$909,286Amt
FieldValueIRS element (for citing)
Total Liability$909,286TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,914,030TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,947NetUnrealizedGainsInvstAmt
Revenue Not Reported$9,947RevenueNotReportedAmt
Revenue Subtotal$5,904,083RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,904,083TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,176,382TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,176,382ExpensesSubtotalAmt
Other Expenses Not Included$208,075OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$208,075ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,384,457TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED OCTOBER 17, 1994, FROM THE IRS, AND THE PLAN ADMINISTRATOR BELIEVES THAT THE TRUST, AS ENDED, CONTINUTES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2017 AND 2016, 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 EXAM1NAT1ONS FOR YEARS PRIOR TO 2013.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCURRED BUT NOT REPORTED GAIN/LOSS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3MANAGEMENT HAS DELEGATED ADMINISTRATIVE DUTIES TO AN OUTSIDE THIRD-PARTY ADMINISTRATOR
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY PLAN MANAGEMENT, WHO REPORTS TO THE BOARD REGARDING THE COMPLETENESS AND ACCURACY OF THE TAX RETURN
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ALERIS ROLLED PRODUCTS INC
7319 NEWPORT ROAD SEUHRICHSVILLEOH44683OHN/AC0
HAMILTON BRASS & ALUMINUM CAST COMPANY
PO BOX 657HAMILTONOH45012OHN/AC0
KNAPP FOUNDRY COMPANY INC
1207 SWEITZER AVENUEAKRONOH44301OHN/AC0
OSCO INDUSTRIES INC
11TH AND CHILICOTHE STREETSPORTSMOUTHOH45662OHN/AC0
PIONEER FOUNDRY COMPANY INC
PO BOX 1425JACKSONMI49204MIN/AC0
UNITED BRONZE OF PITTSBURGH
PO BOX 317CREIGHTONPA15030PAN/AC0
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 Org0TransferFromOtherOrgInd

Comments

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