IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR (EIN 31-0557391)
Tax period
2018-02-01 to 2019-01-31
Filed
2019-10-14
IRS object ID
201922879349300212
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)
Return2019-10-14T08:55:14-05:00ReturnTs
Tax Period End2019-01-31TaxPeriodEndDt

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 Begin2018-02-01TaxPeriodBeginDt

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
Signature2019-10-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHERBERT L LEMASTER CPAPreparerPersonNm
PTINP00039882PTIN
Phone9372260070PhoneNum
Preparation2019-10-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.121.64.228IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-04IPDt
IP Tm11:21:13IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFF1ADF7F950BE2AA8621E5D4B8A2222E21169A02AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

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$57,231,888GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$632,295TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$56,365,729PYProgramServiceRevenueAmt
CY Program Service Revenue$56,599,593CYProgramServiceRevenueAmt
PY Investment Income$1,110,825PYInvestmentIncomeAmt
CY Investment Income$632,295CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$57,476,554PYTotalRevenueAmt
CY Total Revenue$57,231,888CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$53,913,867PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$50,304,314CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$639,242PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$804,860CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,267,037PYOtherExpensesAmt
CY Other Expenses$3,257,104CYOtherExpensesAmt
PY Total Expenses$57,820,146PYTotalExpensesAmt
CY Total Expenses$54,366,278CYTotalExpensesAmt
PY Revenues Less Expenses-$343,592PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,865,610CYRevenuesLessExpensesAmt
Total Assets BOY$35,136,182TotalAssetsBOYAmt
Total Assets EOY$37,445,956TotalAssetsEOYAmt
Total Liabilities BOY$1,031,248TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,019,621TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,104,934NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,426,335NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 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 Document934IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee12EmployeeCnt
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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
CRAIG WANNER
EMPLOYER TRUSTEE (CO-CHAIR)2.00Yes (X)Yes (X)$0$0$0
RON STARKEY
LABOR TRUSTEE (CO-CHAIR)2.00Yes (X)Yes (X)$0$0$0
MARK BISHOP
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
MARK E DOUGLAS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
ROBERT FRUCHEY
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
RONALD FISHER
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
JOHN HESFORD
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
MIKE KERR
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
CLINTON SUGGS
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
BENTON AMBURGEY
LABOR TRUSTEE2.00Yes (X)$0$0$0
DAVID BAKER
LABOR TRUSTEE2.00Yes (X)$0$0$0
JEFF BUSH SR
LABOR TRUSTEE2.00Yes (X)$0$0$0
RALPH COPLEY
LABOR TRUSTEE2.00Yes (X)$0$0$0
TOMMY CARRIER
LABOR TRUSTEE2.00Yes (X)$0$0$0
ROBERT KARA
LABOR TRUSTEE2.00Yes (X)$0$0$0
RUSS MONTGOMERY
LABOR TRUSTEE2.00Yes (X)$0$0$0
BRADLEY WINANS
LABOR TRUSTEE2.00Yes (X)$0$0$0
WILLIAM HOWES
EMPLOYER TRUSTEE (JOINED)2.00Yes (X)$0$0$0
GARY GAMBILL
EMPLOYER TRUSTEE (LEFT)2.00Yes (X)$0$0$0
PENNY BROWN
ADMINISTRATIVE MANAGER40.00Yes (X)$90,346$0$24,039
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,346TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,039TotalOtherCompensationAmt
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 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$1,513,654CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$46,385,580$46,385,580
INDIVIDUAL CONTRIBUTION525100$10,214,013$10,214,013
FieldValueIRS element (for citing)
Total Program Service Revenue$56,599,593TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$632,295TotalRevenueColumnAmt
Unrelated Business Revenue$632,295UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,231,888TotalRevenueColumnAmt
Related Or Exempt Func Income$56,599,593RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$632,295UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$50,304,314TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$114,385TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$406,088TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,350TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$207,356TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,681TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$28,262TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$83,349TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$53,205TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$57,479TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$137,728TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$106,102TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$142,438TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$79,732TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,461TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,905TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADMINISTRATION F$1,513,654
STOP LOSS INSURANCE$1,328,853
CHANGE IN PENSION LIABI$319,820
ACTUARY/CONSULTING$223,237

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$861,121TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$54,366,278TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,083,143BOYAmt
EOY$6,819,928EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,879,640BOYAmt
EOY$5,356,417EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$156BOYAmt
EOY$156EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$892,788LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$699,378LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$169,130BOYAmt
EOY$193,410EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,004,113BOYAmt
EOY$25,076,045EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,136,182BOYAmt
EOY$37,445,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$225,372BOYAmt
EOY$73,116EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$805,876BOYAmt
EOY$946,505EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,031,248BOYAmt
EOY$1,019,621EOYAmt
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$34,104,934BOYAmt
EOY$36,426,335EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,104,934BOYAmt
EOY$36,426,335EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,136,182BOYAmt
EOY$37,445,956EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,865,610ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$544,209NetUnrlzdGainsLossesInvstAmt
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$892,788OtherCostOrOtherBasisAmt
Depreciation$699,378DepreciationAmt
Book Value$193,410BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$193,410TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
RETIREE INSURANCE PREMIUM ADVANCES$763,592
PENSION OBLIGATION$182,913
FieldValueIRS element (for citing)
Total Liability$946,505TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$56,634,474TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$544,209NetUnrealizedGainsInvstAmt
Revenue Not Reported-$544,209RevenueNotReportedAmt
Revenue Subtotal$57,178,683RevenueSubtotalAmt
Investment Expenses Not Incld$53,205InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$53,205RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$57,231,888TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$54,313,073TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$54,313,073ExpensesSubtotalAmt
Investment Expenses Not Incld2$53,205InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$53,205ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$54,366,278TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 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 11GCOMPUTER CONSULTING FEES 56,887. WEBSITE DEVELOPMENT AND MAINTENANCE 592.
FORM 990, PART IX, LINE 24ECOLLECTION FEES 162,371. FEDERAL EXCISE TAX 15,849. PENSION BENEFIT GUARANTEED 11,718. MEMBERSHIP FEES 8,216. MISCELLANEOUS 2,199. ALLOCATED TO ANNUITY TRUST -463,798. ALLOCATED TO PENSION TRUST -597,676.
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 138 W-2S WERE ISSUED TO PARTICIPANTS RECEIVING DISABILITY PAYMENTS IN 2018.
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 (336 entries)

(THE) STATE GROUP INDUSTRIAL (
21ST CENTURY CONCRETE
3 D CONSTRUCTION LLC
A C DELLOVADE INC
ABATE IRWIN INC
ACCESS CONTROL CO INC
ADVANCED CRANE TECHNICIANS
ADVANCED STRUCTURAL LLC
ADVANTAGE STEEL
AECOM ENERGY & CONSTRUCTION I
AFL-AGC BUILDING TRADES
AIM CONSTRUCTION INC
ALTRA MACHINERY MOVERS & RIGGI
ALW CONSTRUCTION LLC
AMERICAN BRIDGE COMPANY
ANCHOR CONVEYOR SOUTH BEND I
APTIM SERVICES LLC
ARCHITECTURAL ERECTORS INC
ARCHITECTURAL METAL
ARCWELD INC
ARISTEO CONSTRUCTION COMPANY
ARMSTRONG STEEL EREC INC
ASSEMBLERS INC
ASSEMBLERS PRECAST &
ATLAS INDUSTRIAL
AUTOMATIC SYSTEMS INC
AVALOTIS CORPORATION
BABCOCK & WILCOX CONSTR CO I
BABCOCK FENCE COMPANY
BACOM INC
BARNHART CRANE & RIGGING CO
BARTON MALOW CO
BEAVER CONSTRUCTORS
BEAVER EXCAVATING CO
BEDESCHI MID-WEST CONVERYOR CO
BEE STEEL INC
BEN HUR CONSTR CO INC
BERKEL & COMPANY
BHC HOLDING COMPANY
BHI ENERGY
BLACK SWAMP STEEL INC
BMWC
BOILERMAKERS LOCAL #105
BOWEN ENGINEERING CORP
BOWER & ASSOCIATES INC
BRAND ENERGY SERVICES LLC
BRANDSAFWAY SERVICES LLC
BROCK INDUSTRIAL SERVICES LLC
BROEREN RUSSO CONSTRUCTION
BROWN SERVICES LLC
BRUNS-GUTZWILLER INC
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
CBI SERVICES INC
CENTRAL CONVEYOR COMPANY
CENTRAL WELDING INC
CHAPMAN CORPORATION
CHC FABRICATING CORP
CHICAGO ORNAMENTAL IRON INC
CITISTEEL
CLAY'S PERFORMANCE CONSTR LLC
CMF GROUP
COBRA IRON WORKS INC
COLLINS & HERMANN INC
COLUMBUS STEEL ERECTORS INC
COMMERCIAL CONTRACTING
CONCRETE ERECTORS INC
CONSOLIDATED RIGGERS INC
CONSTANT VOLTAGE WELDING LLC
CONSTRUCTION & TURNAROUND
CRANE INDUSTRIAL
CREATIVE FABRICATION LTD
CUNDIFF STEEL FABRICATORS
D & D MACHINERY MOVERS
DALTON HARTMAN GROUP INC
DAVIS AND HAYES
DAVIS PICKERING & COMPANYINC
DAY & ZIMMERMANN NPS INC
DAYS CORPORATION
DEARBORN CRANE & ENGINEERING
DEARBORN CRANE AND ENGINEERING
DEARBORN MID-WEST COMPANY
DEEP SOUTH CRANE & RIGGING LL
DISTEL CONSTRUCTION INC
DKM CONSTRUCTION INC
DOC'S CRANE & RIGGING INC
DON R FRUCHEY INC
DOUBLE BEE FENCE
DUNCAN MACHINERY
EARLY CONSTRUCTION CO
EASTERN STEEL
ECI ERECTORS LLC
ECKERT WELDING & ERECTORS IN
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
FINCH CONSTRUCTORS INC
FLAT ROCK ERECTING INC
FLATROCK BRIDGE GROUP
FLUOR CONSTRUCTORS INTERNATION
FORT WAYNE REINFORCING INC
FOUNDATION STEEL
FREITAG-WEINHARDT INC
FRYMAN-KUCK GEN CONTR INC
FUTURE FENCE COMPANY
G & L CORPORATION
G & R MINERAL SERVICES INC
GMAB LLC
GALLAGHER-KAISER CORP
GARRETT MECHANICAL
GEIGER BROTHERS MECHANICAL
GEM INDUSTRIAL INC
GEMMA POWER SYSTEMS
GENESYS
GLOBAL ERECTORS INC
GRAYCOR INDUSTRIAL
GREEN STEEL INC
HALVERSON CONSTR CO INC
HAMON CUSTODIS INC
HANNIG CONSTRUCTION INC
HARMON INC
HARMON STEEL INC
HARRIOTT CONTRACTING LLC
HARRIS DAVIS REBAR LLC
HARRIS STEEL INC
HELMICK SPECIALTIES INC
HELMKAMP CONSTRUCTION CO
HENRY F TEICHMANN INC
HENRY GURTZWEILER INC
HIS CONSTRUCTORS INC
HOFFMAN & COMPANY LLC
HOOSIER CRANE
HUBER INC LLC
HUELSMAN SWEENEY
I & I CONSTRUCTION INC
ICC GROUP INC
ILLIANA STEEL ERECTORS
ILLINI DRILLED
IMPERIAL CRANE SERVICES
INDUSTRIAL CONTRACTORSSKANSKA
INDUSTRIAL DOOR OF
INDUSTRIAL INSTALLATIONS INC
INDUSTRIAL MAINTENANCE
INDY STEEL ERECTORS INC
INDY STUD WELDING INC
INTERNATIONAL CHIMNEY CORP
INTERNATIONAL INDUSTRIAL
IVY DEVELOPMENT AGENCY
J & B STEEL ERECTORS INC
J & H REINF & STRUC EREC
J & J GENERAL MAINTENANCE I
JAD CONSTRUCTION
JJ WHITE INC
JR JENSEN CONSTRUCTION COMPA
JACOBS INDUSTRIAL SERVICES I
JAMES H DREW CORPORATION
JAVIER STEEL CORP
JOHNSON ERECTION COMPANY INC
JOURNEY STEEL INC
KANAWHA VALLEY CONSTRUCTION
KCS CONSTRUCTION LLC
KENT WELDING INC
KIEWIT POWER CONSTRUCTORS CO
KINGDOM STEEL LLC
KIRK BROS CO
KOKOSING CONSTRUCTION
KOKOSING INDUSTRIAL INC
LAGONI ERECTION INC
LARSON-DANIELSON CONSTR CO
LATTIS ERECTING INC
LEE MACHINERY MOVERS INC
LEE REGER BUILDS INC
LEGACY ERECTORS LLC
LESCO DESIGN & MFG CO INC
LILJA CORP
LMS CONSTRUCTION INC
LOCAL #8
LOCAL 55 - TOLEDO
LUNDY REBAR INC
LYKINS REINFORCING INC
M & S GLASS INC
MA MORTENSON
MADDOX INDUSTRIAL CONTRACTING
MAHONING & TRUMBULL BLDG TRADE
MARIETTA SILOS LLC
MARTIN REINFORCING
MAXIM CRANE WORKS
MAY CONTRACTING INC
MCGRAWKOKOSING INC
MCINTYRE BROTHERS INC
MCT SERVICES LLC
METRO ELEVATOR CO INC
MG STEEL CONSTRUCTION LLC
MID-ATLANTIC CONSTRUCTION
MIDEAST MACHINERY
MI-DE-CON INC
MID-OHIO MECHANICAL INC
MIDWAY STORAGE & DIST LTD
MIDWEST CANOPY SPECIALISTS LLC
MIDWEST FENCE CORP
MIDWEST REINFORCING
MIDWEST STEEL INC
MILITARY CREDITS
MILLENNIUM STEEL INC
MILLER-DAVIS COMPANY
MILLWRIGHT SOLUTIONS LLC
MINNOTTE CONTRACTING CORP
MISCO ENTERPRISES INC
MOHAWK RE-BAR SERVICES INC
MONEY BANK FORFEIT - AUTOMATIC
MONEY BANK FORFEIT - MANUAL
MONEY BANK FORFEIT DUE TO DEAT
MONEY BANK TRANSFER TO HRA
MORGAN MECHANICAL INC
MORGAN MILLWRIGHT SERVICES IN
MORRISON CONSTRUCTION CO INC
MURRAY SHEET METAL CO INC
MUSTANG AERIAL SERVICES INC
MYERS MACHINERY
NAES POWER CONTRACTORS
NATIONAL MACHINERY & CONVEYOR
NATIONWIDE SERVICES LLC
NATIONWIDE THE UNION FENCE C
NATIVE CONSTRUCTION LLC
NITRO CONSTRUCTION SERVICES I
NKC CONVEYOR INSTLN CO
NOOTER CONSTRUCTION CO
NX GENERATION STEEL ERECTORS I
OMEGA MORGAN INC
ON SITE STUD WELDING INC
ORBIT MOVERS & ERECTORS INC
OVERHEAD CONVEYOR COMPANY
P & P ARTEC
PACIFIC ROD IRON LLC
PACIFIC WEST REINFORCING LLC
PADGETT WELDING CO INC
PARKERSBURG-MARIETTA BUILDIN
PATRIOT INDUSTRIAL
PAULY JAIL BUILDING
PEARSON EQUIPMENT & SRVC CORP
PENN-OHIO IRON WORKS LLC
PERMASTEELISA NORTH
PIONEER CLADDING &
PIONEER PIPE INC
PIQUA STEEL COMPANY
PJR & ASSOCIATES INC
PORTSMOUTH CONSTRUCTION SRVS
PRECAST SERVICES INC
PRO STEEL ERECTORS LLC
PRO-BEL ENTERPRISES LTD
PROFESSIONAL FENCE COMPANY
PULLMAN POWER LLC
QUALITY STEEL ERECTING INC
RECAST ERECTORS INC
REDNOUR STEEL ERECTORS INC
REKIM INC LLC
RICK EPLION PAVING INC
RITTMAN INC
RIVERSIDE SERVICES
RJR ERECTORS CORPORATION
RMF NOOTER INC
ROD-TECHS INC
SENCO CONSTRUCTION INC
SHOULDICE INDUSTRIAL MANUFACTU
SKEENS EXCAVATING INC
SKY STEEL INC
SMITH BROTHERS ERECTION INC
SMITH ERECTORS INC
SOFCO ERECTORS
SONGER STEEL SERVICES INC
SOUTHERN FOLGER DETENTION
SPOHN ASSOCIATES INC
SR INDUSTRIAL LLC
STANDARD CARTAGE CO INC
STEEL INSTALLATION CORP
STERETT CRANE & RIGGING LLC
STERLING BOILER &
STEVENS ENGINEERS & CONSTRUCTO
STEVE'S DOOR SERVICE LLC
STRESCORE INC
STRONG TOWER BUILDING ENVELOPE
STRUCTURAL SERVICES
STRUCTURFLEX LLC
SUPERIOR CONSTRUCTION
T & A RIGGING INC
TEFCO INC
TENNESSEE VALLEY INDUSTRIAL
THE BLAKLEY CORPORATION
THE BOLDT COMPANY
THE RUHLIN COMPANY
THE SCHAEFER GROUP INC
THE SELINSKY FORCE LLC
TITAN REINFORCING LLC
TONN AND BLANK CONST LLC
TRADE-MARK INDUSTRIAL
TRI STATE IRON WORKS INC
TRI-AMERICA CONTRACTORS INC
TRIANGLE INC
TRINITY REBAR & CONCRETE
TRITON CONSTRUCTION INC
TRI-VALLEY STEEL & FAB LLC
TRIVETT CONTRACTING INC
TRON MECHANICAL INC
TURNER INDUSTRIAL
TUTTLE CONSTRUCTION INC
TWC SERVICES INC
UNITED CONSTRUCTION CO INC
UNITED REBAR INC
US ERECTORS INC
USA HOIST COMPANY INC
VAL-LEE STUD WELDING INC
VANHOOSE INDUSTRIAL MAINTENANC
WB FOSSON & SONS INC
WALBRIDGE EQUIPMENT
WALBRIDGE TOOLING SERVICES LLC
WALSH CONSTRUCTION COMPANY II
WANNER METAL WORX INC
WEST VIRGINIA BLDG & TRADES
WEST WIND REINFORCING LLC
WESTINGHOUSE ELECPCI ENERGY
WHALEY STEEL CORPORATION
WHITE CONSTRUCTION INC
WILLIAM C EARHART CO
WISEMAN CONSTRUCTION COINC
XTREME REINFORCING INC
YOUNGSTOWN BRIDGE LLC
ZENITH ADMINISTRATORS-LOCAL498
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$75,114FMV
IRON WORKERS DCSOV PENSION TRUST
N$448,712FMV
IRON WORKERS DCSOV PENSION TRUST
O$148,964FMV
IRON WORKERS DCSOV ANNUITY TRUST
N$330,022FMV
IRON WORKERS DCSOV ANNUITY TRUST
O$133,776FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.