AFL-CIO HEALTH & WELFARE TR: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AFL-CIO HEALTH & WELFARE TR (EIN 38-6847980)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349302696
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)
Return2018-11-14T11:03:16-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386847980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AFL-CIO HEALTH & WELFARE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAFL-BusinessNameControlTxt
Phone2026375250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMANTHA CONNOLLYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2026375250PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm12:02:30IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id883CF1A9781ABDA3268701484D9C94428E8D752BAtSubmissionCreationDeviceId
At Submission Filing Device Id31A954A32AED5168E1D2D9711EACA06BFDB1B55CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSAMANTHA CONNOLLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,734,403GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.ActivityOrMissionDesc
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$33,498,545PYProgramServiceRevenueAmt
CY Program Service Revenue$42,503,547CYProgramServiceRevenueAmt
PY Investment Income$309,086PYInvestmentIncomeAmt
CY Investment Income$230,856CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$33,807,631PYTotalRevenueAmt
CY Total Revenue$42,734,403CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,629,603PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$35,210,878CYBenefitsPaidToMembersAmt
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$993,296PYOtherExpensesAmt
CY Other Expenses$1,969,679CYOtherExpensesAmt
PY Total Expenses$31,622,899PYTotalExpensesAmt
CY Total Expenses$37,180,557CYTotalExpensesAmt
PY Revenues Less Expenses$2,184,732PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,553,846CYRevenuesLessExpensesAmt
Total Assets BOY$16,197,082TotalAssetsBOYAmt
Total Assets EOY$21,994,678TotalAssetsEOYAmt
Total Liabilities BOY$905,332TotalLiabilitiesBOYAmt
Total Liabilities EOY$844,077TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,291,750NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,150,601NetAssetsOrFundBalancesEOYAmt
MissionTHE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED MEDICAL, DENTAL, HEARING, VISION,LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS.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 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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 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 Line1BARBARA B FILSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8592261783PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WEST VINE STREET SUITE 500AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

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
SAMANTHA CONNOLLY
TRUSTEE2.0038.00Yes (X)$0$133,100$67,072
BERNARD EVERS
TRUSTEE2.0035.00Yes (X)$0$310,226$116,392
RAYMOND LIEBFRIED
TRUSTEE2.0038.00Yes (X)$0$114,550$62,384
KANDY MORTON
TRUSTEE2.0038.00Yes (X)$0$81,624$45,813
MICHAEL NOONAN
TRUSTEE2.0038.00Yes (X)$0$0$25,094
ELIZABETH SHULER
TRUSTEE2.0038.00Yes (X)$0$242,325$24,892
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$881,825TotReportableCompRltdOrgAmt
Total Other Compensation$341,647TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
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
UNITED HEALTHCARE
9700 HEALTH CARE LANEMINNETONKAMN55343CLAIMS PROCESSOR$1,002,632
SEGAL
ONE PARK AVENUE 8TH FLOORMANHATTANNY100165895ACTUARY$515,793
UMR
333 WEST VINE STREET SUITE 500LEXINGTONKY40507ADMINISTRATOR$265,537
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$41,698,117$41,698,117
PRESCRIPTION DRUG REBATES900099$790,502$790,502
EMPLOYEE CONTRIBUTIONS900099$14,928$14,928
FieldValueIRS element (for citing)
Total Program Service Revenue$42,503,547TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,856TotalRevenueColumnAmt
Exclusion$230,856ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,734,403TotalRevenueColumnAmt
Related Or Exempt Func Income$42,503,547RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$230,856ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$35,210,878TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$265,537TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$78,860TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$54,771TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$515,793TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,692TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$257TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,338TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
CLAIMS PROCESSING FEES$1,002,632
BANK FEES$11,799

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,180,557TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,432,278BOYAmt
EOY$1,351,296EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,955,979BOYAmt
EOY$800,745EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,605BOYAmt
EOY$7,277EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,801,220BOYAmt
EOY$19,835,360EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,197,082BOYAmt
EOY$21,994,678EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$240,341BOYAmt
EOY$185,216EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$652,834BOYAmt
EOY$658,861EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,157BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$905,332BOYAmt
EOY$844,077EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,291,750BOYAmt
EOY$21,150,601EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,291,750BOYAmt
EOY$21,150,601EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,197,082BOYAmt
EOY$21,994,678EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,553,846ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$305,005NetUnrlzdGainsLossesInvstAmt
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
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$43,039,408TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$305,005NetUnrealizedGainsInvstAmt
Revenue Not Reported$305,005RevenueNotReportedAmt
Revenue Subtotal$42,734,403RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$42,734,403TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,180,557TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,180,557ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,180,557TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTD TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE.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 (4 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
SAMANTHA CONNOLLY
TRUSTEE$0$133,100$0$0$0$0$0$32,844$0$34,228$0$200,172$0$0
BERNARD EVERS
TRUSTEE$0$263,311$0$0$0$46,915$0$87,683$0$28,709$0$426,618$0$0
RAYMOND LIEBFRIED
TRUSTEE$0$114,550$0$0$0$0$0$28,392$0$33,992$0$176,934$0$0
ELIZABETH SHULER
TRUSTEE$0$238,975$0$0$0$3,350$0$0$0$24,892$0$267,217$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE PLAN'S INDEPENDENT AUDIT FIRM. IT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021 AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006, THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE, UPON REQUEST, TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XII, LINE 2CANNUAL AUDIT PROCESS: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (68 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
AFL-CIO
815 16TH STREET NWWASHINGTONDC20006530228172UNION ORGANIZATIONDC501(C)(5)0
ALABAMA AFL-CIO
GEORGIA STATE AFL-CIO
NORTH CAROLINA STATE AFL-CIO
LOUISIANA AFL-CIO
MARYLAND STATE & DC AFL-CIO
MINNESOTA AFL-CIO
MILWAUKEE LABOR COUNCIL
MISSISSIPPI AFL-CIO
MISSOURI AFL-CIO
CONNECTICUT AFL-CIO
TENNESSEE LABOR COUNCL AFL-CIO
TEXAS STATE AFL-CIO
VIRGINIA STATE AFL-CIO
WISCONSIN STATE AFL-CIO
AFL-CIO EFCU
CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING
CENTER FOR WORKING CAPITAL
COALITION OF KAISER PERMANENTE AFL-CIO
DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO
DISTRICT NO 10 IAMAW
FOOD & ALLIED SERVICE TRADES
GCCIBT NATIONAL PENSION FUND
GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST
IFPTE LOCAL 194
IFPTE LOCAL 195
INDUSTRIAL UNION DEPARTMENT
INT'L ALLIANCE OF THEATRICAL STAGE EMPLOYEES MOVING PICTURE TECHNICIANS ART
IAFF FINANCIAL CORPORATION
INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS
INT'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS
INTL FED OF PROFESSIONAL & TECHNICAL ENGINEERS
AFL-CIO LAWYERS COORDINATING COMMITTEE
MARITIME TRADES DEPARTMENT AFL-CIO
METAL TRADES DEPARTMENT AFL-CIO
NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS
NATIONAL LABOR COLLEGE
OPERATIVE PLASTERERS AND CEMENT MASONS' INT'L ASSOC OF THE US AND CANADA
PUBLIC EMPLOYEES DEPARTMENT
UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO
UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS
UTILITY WORKERS UNION OF AMERICA
ORGANIZING INSTITUTE APPRENTICES
IA OF BSO&R IRON WORKERS - ACTIVES
INT'L ASSOCIATION OF FIRE FIGHTERS (RETIREES)
TOOL AND DIE MAKERS LODGE LOCAL 78
NEW HAMPSHIRE AFL-CIO
COMMUNICATIONS WORKERS OF AMERICA (CWA)
ASIAN PACIFIC AMERICAN LABOR ALLIANCE
ALLIANCE FOR RETIRED AMERICANS
E-18 MEDIA LLC
UTILITY WORKERS UNION LOCAL 1-2
NUCLEAR POWER LABOR MANAGEMENT COOPERATION COMMITTEE TRUST
NYC CENTRAL LABOR COUNCIL
OPEIU LOCAL UNION 2
OPEIU LOCAL UNION 277
THE FOUNDATION FOR FAIR CONTRACTING
AMERICAN POSTAL WORKERS UNION LOCAL 147
GLASS MOLDERS POTTERY PLASTICS AND ALLIED WORKERS INTERNATIONAL UNION
HARTFORD FEDERATION OF TEACHERS LOCAL 1018
IA OF BSO&R IRON WORKERS - RETIREES
INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 457
LABOR EDUCATION & TRAINING CENTER
NEW HAVEN FEDERATION OF TEACHERS LOCAL 933
NORTH AMERICAN BUILDING TRADES UNION
OPCIMA-INTERNATIONAL TRAINING FUND
OPEIU LOCAL 9

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AFL-CIO HOUSING INVESTMENT TRUST
2401 PENNEYLVANIA AV NW STE 200WASHINGTONDC20037526220193COMINGLED INVESTMENT COMPANY-MUTUAL FUNDDCC0
AFL-CIO INVESTMENT TRUST CORP
1425 K STREET NW STE 900WASHINGTONDC20005522136736INSTITUTIONAL INVESTOR RELATIONS FIRMDCC0
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

FieldValueIRS element (for citing)
Predominate Income1988380.90PredominateIncomeDesc
All Partners C3 S0AllPartnersC3SInd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

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