INTERNATIONAL ASSN OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL ASSN OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND (EIN 36-2148015)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-06
IRS object ID
201923109349301952
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)
Return2019-11-06T11:04:31-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 CENTER SUITEAddressLine1Txt
Address Line2700AddressLine2Txt
CityWESTCHESTERCityNm
State AbbreviationILStateAbbreviationCd
ZIP60154ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362148015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL ASSOCIATION OF HEAT &BusinessNameLine1Txt
Business Name Line2FROST INSULATORS LOCAL 17 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone7084688000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118520 SPRING CREEK DRIVE NO STE BAddressLine1Txt
CityTINLEY PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS MCGRATHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7084688000PhoneNum
Signature2019-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUISE KINGPreparerPersonNm
PTINP00201177PTIN
Phone3123680500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.235.239.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-06IPDt
IP Tm11:05:48IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id93A4F84426990A9A61EBC632D98786EB8E4F1B1DAtSubmissionCreationDeviceId
At Submission Filing Device IdDBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS MCGRATHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118520 SPRING CREEK DRIVE NO STE BAddressLine1Txt
CityTINLEY PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60477ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$115,612,320GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1949FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$20,726,288PYProgramServiceRevenueAmt
CY Program Service Revenue$20,601,782CYProgramServiceRevenueAmt
PY Investment Income$2,263,543PYInvestmentIncomeAmt
CY Investment Income$777,070CYInvestmentIncomeAmt
PY Other Revenue$411,753PYOtherRevenueAmt
CY Other Revenue$1,320,190CYOtherRevenueAmt
PY Total Revenue$23,401,584PYTotalRevenueAmt
CY Total Revenue$22,699,042CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$24,453,510PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$22,483,349CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,221,483PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,252,959CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$924,494PYOtherExpensesAmt
CY Other Expenses$1,111,255CYOtherExpensesAmt
PY Total Expenses$26,599,487PYTotalExpensesAmt
CY Total Expenses$24,847,563CYTotalExpensesAmt
PY Revenues Less Expenses-$3,197,903PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,148,521CYRevenuesLessExpensesAmt
Total Assets BOY$54,595,386TotalAssetsBOYAmt
Total Assets EOY$51,538,373TotalAssetsEOYAmt
Total Liabilities BOY$123,897TotalLiabilitiesBOYAmt
Total Liabilities EOY$281,788TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$54,471,489NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,256,585NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, RETIREES AND THEIR DEPENDENTS.Desc
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 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 Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
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 Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 Line1MARY MCMULLINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7732478184PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118520 SPRING CREEK DRIVE STE BAddressLine1Txt
CityTINLEY PARKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60477ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
THOMAS MCGRATH
TRUSTEE0.5050.00Yes (X)$0$159,366$93,332
ROBERT FLYNN
TRUSTEE1.0050.00Yes (X)$0$118,741$60,819
PETER CASTELLARIN
TRUSTEE1.00Yes (X)$0$0$0
JEFF CORRADO
TRUSTEE1.00Yes (X)$0$0$0
MARY MCMULLIN
FUND ADMINISTRATOR40.00$144,419$0$81,810Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$144,419TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$278,107TotReportableCompRltdOrgAmt
Total Other Compensation$235,961TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MILLIMAN
71 SOUTH WACKER DRIVE 31ST FLOORCHICAGOIL60606CONSULTANT$264,072
JOHNSON & KROL LLC
311 SOUTH WACKER DRIVE SUITE 1050CHICAGOIL60606LEGAL$116,309
NATIONAL INVESTMENT SERVICES
777 EAST WISCONSIN AVENUE - STE 235MILWAUKEEWI53202INVESTMENT MANAGER$110,890
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$18,689,539$18,689,539
PARTICIPANT CONTRIB900099$1,912,243$1,912,243
FieldValueIRS element (for citing)
Total Program Service Revenue$20,601,782TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,624,140TotalRevenueColumnAmt
Exclusion$1,624,140ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$92,066,208SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$92,913,278SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$847,070SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$847,070TotalRevenueColumnAmt
Exclusion-$847,070ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SETTLEMENT INCOME900099$882,825$882,825
REIMBURSEMENTS FROM RELATED ORGAN900099$428,457$428,457
MISCELLANEOUS900099$8,908$8,908
FieldValueIRS element (for citing)
Other Revenue Total$1,320,190OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,699,042TotalRevenueColumnAmt
Related Or Exempt Func Income$20,601,782RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,097,260ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$22,483,349TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$711,167TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$224,244TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$242,390TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$75,158TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$116,383TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$140,593TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$125,882TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$312,627TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$85,326TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$136,875TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$55,605TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,927TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$84,769TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,115TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
SUBSCRIPTIONS$27,321
MEMBERSHIP FEES$3,550
REPAIRS & MAINTENENCE$282

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,847,563TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$280,398BOYAmt
EOY$1,196,686EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$281,968BOYAmt
EOY$451,915EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,330,711BOYAmt
EOY$2,263,456EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,668BOYAmt
EOY$191,147EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$710,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$478,935LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$316,358BOYAmt
EOY$231,589EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,375,283BOYAmt
EOY$47,203,580EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,595,386BOYAmt
EOY$51,538,373EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$123,897BOYAmt
EOY$281,788EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$123,897BOYAmt
EOY$281,788EOYAmt
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$54,471,489BOYAmt
EOY$51,256,585EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,471,489BOYAmt
EOY$51,256,585EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,595,386BOYAmt
EOY$51,538,373EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,148,521ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,066,383NetUnrlzdGainsLossesInvstAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$436,700OtherCostOrOtherBasisAmt
Depreciation$321,822DepreciationAmt
Book Value$114,878BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$273,824OtherCostOrOtherBasisAmt
Depreciation$157,113DepreciationAmt
Book Value$116,711BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$231,589TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,086,096TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,066,383NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,066,383RevenueNotReportedAmt
Revenue Subtotal$22,152,479RevenueSubtotalAmt
Investment Expenses Not Incld$125,882InvestmentExpensesNotIncldAmt
Other Revenues Not Included$420,681OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$546,563RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$22,699,042TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,301,000TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,301,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$125,882InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$420,681OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$546,563ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,847,563TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENTS FROM RELATED FUNDS FOR SHARED ADMINISTRATIVE EXPENSES 420,681.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHARED ADMINISTRATIVE EXPENSES 420,681.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS MCGRATH
TRUSTEE$0$157,300$0$0$0$2,066$0$59,094$0$34,238$0$252,698$0$0
ROBERT FLYNN
TRUSTEE$0$117,708$0$0$0$1,033$0$40,916$0$19,903$0$179,560$0$0
MARY MCMULLIN
FUND ADMINISTRATOR$144,419$0$0$0$0$0$49,090$0$32,720$0$226,229$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE ORGANIZATION'S 990 WAS PROVIDED TO THE ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL BENEFITS OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 ANNUITY FUND
18520 SPRING CREEK DRIVETINLEY PARKIL60477366754873TO PROVIDE RETIREMENT BENEFITS FOR MEMBERSIL401A0
INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 PENSION FUND
18520 SPRING CREEK DRIVETINLEY PARKIL60477516033290TO PROVIDE RETIREMENT BENEFITS FOR MEMBERSIL401A0
INTL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WKRS LOCAL 17
18520 SPRING CREEK DRIVETINLEY PARKIL60477360750325LABOR UNIONIL501C50

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (59 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
10-1 SYSTEMS LLC
CONTRIBUTING EMPLOYER0
API INC
CONTRIBUTING EMPLOYER0
ABC INSULATION INC
CONTRIBUTING EMPLOYER0
ABSOLUTE INSULATION
CONTRIBUTING EMPLOYER0
ALL SEASONS INSULATION
CONTRIBUTING EMPLOYER0
ALLIED POWER LLC
CONTRIBUTING EMPLOYER0
AMERICAN INSULATION INC
CONTRIBUTING EMPLOYER0
HOLIAN ASBESTOS
CONTRIBUTING EMPLOYER0
HUSSMANN CORPORATION
CONTRIBUTING EMPLOYER0
BRAND ENERGY SERVICES LLC
CONTRIBUTING EMPLOYER0
BROCK INDUSTRIAL SERVICES
CONTRIBUTING EMPLOYER0
CEC ENVIRONMENTAL
CONTRIBUTING EMPLOYER0
INDEPENDENT MECHANICAL
CONTRIBUTING EMPLOYER0
CHER-MAR
CONTRIBUTING EMPLOYER0
CHGO & COOK CO BUILDING
CONTRIBUTING EMPLOYER0
CHICAGO PIPE & BOILER CO
CONTRIBUTING EMPLOYER0
CLIMATE PROS INC
CONTRIBUTING EMPLOYER0
COLEMAN INSULATION
CONTRIBUTING EMPLOYER0
COMPLETE INSULATION
CONTRIBUTING EMPLOYER0
DAM PLUMBING INC
CONTRIBUTING EMPLOYER0
DETTMANN INDUSTRIES INC
CONTRIBUTING EMPLOYER0
DOUBLE R INSULATION
CONTRIBUTING EMPLOYER0
EARLEY INSULATION
CONTRIBUTING EMPLOYER0
JC INSULATION INC
CONTRIBUTING EMPLOYER0
EJ STEVENS
CONTRIBUTING EMPLOYER0
FH MAINTENANCE LTD
CONTRIBUTING EMPLOYER0
FALLS MECHANICAL INSULAT
CONTRIBUTING EMPLOYER0
FIRECO INC
CONTRIBUTING EMPLOYER0
FIVE STAR INSULATION CORP
CONTRIBUTING EMPLOYER0
HAYES INDUSTRIES INC
CONTRIBUTING EMPLOYER0
HOLIAN INSULATION CO INC
CONTRIBUTING EMPLOYER0
INDUSTRIAL PROS
CONTRIBUTING EMPLOYER0
INSULATION PARTNERS INC
CONTRIBUTING EMPLOYER0
INSULATION TECHNOLOGY
CONTRIBUTING EMPLOYER0
K2 INDUSTRIAL SERVICES
CONTRIBUTING EMPLOYER0
LUSE COMPANIES
CONTRIBUTING EMPLOYER0
LUSE THERMAL TECH
CONTRIBUTING EMPLOYER0
M&O ENVIRONMENTAL
CONTRIBUTING EMPLOYER0
M&O INSULATION
CONTRIBUTING EMPLOYER0
MATRIX NAC
CONTRIBUTING EMPLOYER0
NELSON INSULATION WI
CONTRIBUTING EMPLOYER0
NATIONAL INSULATION INC
CONTRIBUTING EMPLOYER0
NELSON FIRESTOP & LIFE
CONTRIBUTING EMPLOYER0
NELSON INSULATION
CONTRIBUTING EMPLOYER0
NORTHWEST MECH INSULATION
CONTRIBUTING EMPLOYER0
OMALLEY BROTHERS INC
CONTRIBUTING EMPLOYER0
PARKSIDE INSULATION LLC
CONTRIBUTING EMPLOYER0
PREMIER INSULATION LLC
CONTRIBUTING EMPLOYER0
RHL INSULATION & FIRE
CONTRIBUTING EMPLOYER0
SPRINKMANN INSULATION INC
CONTRIBUTING EMPLOYER0
SPRINKMANN SONS CORP
CONTRIBUTING EMPLOYER0
TAC CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYER0
TAL-MAR
CONTRIBUTING EMPLOYER0
TIME INSULATION CO
CONTRIBUTING EMPLOYER0
US PLUMBING AND SEWER
CONTRIBUTING EMPLOYER0
UNION TANK ERECTION
CONTRIBUTING EMPLOYER0
PLATINUM SPECIALTY SERVICES
CONTRIBUTING EMPLOYER0
UNIVERSAL INSULATION INC
CONTRIBUTING EMPLOYER0
TRIANGLE ENTERPRISES INC
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 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 OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (13 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND
N$81,29089773
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND
O$115,791106865
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS PENSION FUND
Q$198,000264000
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND
N$42,47232864
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND
O$63,63847433
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS ANNUITY FUND
Q$80,50099366
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL UNION NO 17
K$54,44953121
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND
N$3,100218
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND
O$5,8601419
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS APPRENTICE FUND
Q$5,0624411
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND
N$8,1073596
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND
O$108,19993336
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS UNION FUND
Q$112,012106275

Comments

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