UNION CONSTRUCTION WORKERS HEALTH PLAN: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNION CONSTRUCTION WORKERS HEALTH PLAN (EIN 34-4442536)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-03-29
- IRS object ID
- 201810889349301011
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-29T17:03:34-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3166 N Republic Blvd | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344442536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Construction Workers Health Plan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4192482401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1330 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Seeger | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 4192482401 | PhoneNum |
| Signature | 2018-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee D Wunschel | PreparerPersonNm |
| PTIN | P00088726 | PTIN |
| Phone | 4198412848 | PhoneNum |
| Preparation | 2018-03-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.240.120.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-14 | IPDt |
| IP Tm | 16:08:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D41268BA6B9B48484F7675C44F2FADFB9D057250 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1330 | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,871,405 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The fund provides health benefits for eligible members of the contruction trade unions covered by the fund. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,570,280 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,048,248 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,031,201 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,247,855 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,028 | PYOtherRevenueAmt |
| CY Other Revenue | $5,590 | CYOtherRevenueAmt |
| PY Total Revenue | $24,602,509 | PYTotalRevenueAmt |
| CY Total Revenue | $27,301,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $23,985,318 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,641,934 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,817,746 | PYOtherExpensesAmt |
| CY Other Expenses | $1,865,055 | CYOtherExpensesAmt |
| PY Total Expenses | $25,803,064 | PYTotalExpensesAmt |
| CY Total Expenses | $21,506,989 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,200,555 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,794,704 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,676,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,153,845 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,841,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,363,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,835,441 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,790,385 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The fund provides health benefits for eligible members of the construction trade unions covered by the fund. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | The fund provides health benefits for eligible members of the construction trade unions covered by the fund. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacie J Ralph | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192482401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7142 Nightingale Dr | AddressLine1Txt |
| City | Holland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43528 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|
| Corey Beaubien | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gregory Myers | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Smith | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Seeger | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kenneth Gabel | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Kahle | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jamie Peppers | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Kujawa | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Matt Aberl | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michelle Scherer | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Trust Company of Toledo | ||||||
| Institutional Trustee | 1.00 | $92,877 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,877 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Northwestern Ohio Administrators | |||||
| 7142 Nightingale Dr | Holland | OH | 43528 | Administrative Mgr | $1,322,109 |
| Anthem | |||||
| 4361 Irwin Simpson Rd | Mason | OH | 45040 | Health Insurance | $732,079 |
| Vision Services Plan | |||||
| PO Box 60000 | San Francisco | CA | 94160 | Vision Insurance | $177,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 900099 | $25,892,248 | $25,892,248 |
| HRA Bonus | 900099 | $156,000 | $156,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,048,248 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,137,407 | TotalRevenueColumnAmt |
| Exclusion | $1,137,407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,680,160 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,569,712 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,448 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,448 | TotalRevenueColumnAmt |
| Exclusion | $110,448 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Liquidated Damages | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,590 | TotalRevenueColumnAmt |
| Exclusion | $5,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,590 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,301,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,048,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,253,445 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,641,934 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,830 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,012 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,235 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,222 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Administrative Expenses | $1,336,214 |
| Transitional Reinsuranc | $129,510 |
| Custodial Trust Fees | $92,877 |
| Consultant | $73,561 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,594 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,506,989 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,375 | BOYAmt |
| EOY | $3,523,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,468 | BOYAmt |
| EOY | $3,275,678 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,815,680 | BOYAmt |
| EOY | $4,905,848 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,518 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,517,985 | BOYAmt |
| EOY | $41,262,601 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,754 | BOYAmt |
| EOY | $185,903 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,676,780 | BOYAmt |
| EOY | $53,153,845 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,679 | BOYAmt |
| EOY | $700,835 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,428,660 | BOYAmt |
| EOY | $17,662,625 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,841,339 | BOYAmt |
| EOY | $18,363,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,835,441 | BOYAmt |
| EOY | $34,790,385 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,835,441 | BOYAmt |
| EOY | $34,790,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,676,780 | BOYAmt |
| EOY | $53,153,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,794,704 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,160,240 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR | $2,695,000 |
| Reserve for Extended Eligibility | $14,967,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,662,625 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,369,057 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,160,240 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,160,240 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,208,817 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,876 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $92,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,301,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,180,148 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,766,035 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,766,035 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,414,113 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,876 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $92,876 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,506,989 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Plan has determined that there are no uncertain tax positions that require disclosure in these financial statements under the FASB Accounting Standards Codification topic, Income Taxes. The tax years 2013 through 2016 are subject to possible examination by the Internal Revenue Service. |
| Part XII, Line 2d - Other Adjustments: | Change in Estimated Future Benefits Change- Estimated Unpaid Claims Incurred 1,766,035. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Line 11a explanation - Each trustee is provided with a draft copy of the 990 for their review and approval prior to the filing of the form. |
| Form 990, Part VI, Section B, line 12c | The plan administrator and attorney follow up with each trustee to ensure that each completes the annual conflict of interest disclosure. |
| Form 990, Part VI, Section C, line 19 | All governing documents, policies and finanical statements are available upon request to Northwestern Ohio Administrators, Inc., the plan administrator. |
| Form 990, Part XII, Line 2c: | No changes from prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 entries)
| IRONWRKRS JOINT APPRENTICE |
| PAINTER LU 7 APPR COMMITTEE |
| BRICKLAYERS LU 3OADC |
| BRICKLAYERS MICHIGAN BAC |
| BRICKLAYERS OF INDIANA |
| IRONWORKERS LU 8 |
| BRICKLAYERS LU 6 OF INDIANA |
| PAINTING INDUSTRY FUNDS |
| SHEETMETAL LOCAL 36 |
| IRONWORKERS LU 549 & 550 |
| IRONWORKERS TRI-STATE LU 393 |
| SOUTHEASTERN IRONWORKERS |
| SHEETMETAL WORKERS LOCAL 7 ZON |
| SHEET METAL LOCAL 100 |
| IRONWORKERS LOCAL 207 |
| SHEETMETAL WORKERS LU 020 |
| SHEET METAL LOCAL 33 |
| IRONWORKERS LOCAL 378 |
| IRONWORKERS ST LOUIS DISTRICT |
| SOUTHEASTERN IRONWORKERS LU 39 |
| IRONWORKERS LU#5 WASHINGTON DC |
| MO-KAN IRONWORKERS LU #10 |
| IRONWORKERS LU 25 MI |
| IRONWORKERS LU 28 VA |
| BRICKLAYERS INTERNATIONAL |
| BRICKLAYERS LU#2 ALBANY NY |
| BRICKLAYERS LOCAL 3 ROCHESTER |
| IRONWORKERS LU#798 ALABAMA |
| SHEET METAL WORKERS LOCAL 104 |
| BOILERMAKERS NATIONAL FUND |
| SHEET METAL LU 110 |
| SHEET METAL WORKERS LU 45 |
| SHEET METAL LU# 5 TN |
| IRONWORKERS DISTRICT OF TN |
| TWIN CITIES IRONWORKERS LU 512 |
| PAINTERS SOUTHERN OHIO |
| IRONWORKERS DC SOUTHERN OHIO |
| IRONWORKERS LOCAL NO 17 |
| INTERMOUNTAIN IW LU 21 UTAH |
| TEXAS IRONWORKERS FRINGE FNDS |
| OHIO BRICKLAYERS FUNDS |
| IRONWORKERS LOCAL 55 |
| SHEETMETAL LU33 JATC |
| PAINTERS DISTRICT COUNCIL #6 |
| INSULATORS LOCAL NO 41 |
| SHEET METAL INT'L ASSOC |
| ROOFERS LOCAL NO 134 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| AMERISEAL & RESTORATION LLC |
| KYLE SHERMAN EXCAVATING LLC |
| TOLEDO DUCT CLEAN SERVICES LLC |
| HMR CONSTRUCTION LLC |
| PRO AIR SOLUTIONS LLC |
| CAEMENTUM LLC |
| IVY DEVELOPMENT AGENCY LLC |
| IDEAL CONTRACTING LLC |
| KOOL LLC |
| WILLIAMS SPECIALTY SVCS LLC |
| YOUNGSTOWN BRIDGE LLC |
| CROSS HTG CLG & SHTML GRP LLC |
| THE SELINSKY FORCE LLC |
| SEAWAY PAINTING LLC |
| THERMO-TECH SVCS LLC DBA VINTAGE HEATING & AIR |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (227 entries)
| ART IRON & WIRE WORKS |
| A A BOOS & SON INC |
| FRED CHRISTEN & SONS CO |
| COMTE CONSTRUCTION CO |
| JACOBS INDSTL SVCS INC |
| DON R FRUCHEY INC |
| HENRY GURTZWEILER INC |
| PIQUA STEEL CO INC |
| HOFFMAN & HARPST CO |
| PIONEER FENCE CO INC |
| MOSSER CONSTRUCTION |
| NORDMANN ROOFING COMPANY INC |
| OVERHEAD DOOR OF TOLEDO |
| S A STORER & SONS CO |
| APPLEGATE HEATING & AC |
| TUTTLE CONSTRUCTION |
| FRY HVAC INC |
| LIBBEY GLASS |
| COMMERCIAL CONTRACTING |
| GRUNWELL-CASHERO CO |
| DUNBAR MECHANICAL INC |
| SPERLING HTNG & VNTLTNG CO |
| QUALITY RE-STEEL INC |
| STUDER-OBRINGER INC |
| FLOYD'S RIGGING & MACHINERY MO |
| SCHREIBER ROOFING CO |
| HAGERMAN CONSTRUCTION CO |
| BRESCOL BROTHERS INC |
| TRISCO SYSTEMS INC |
| RAM CONSTRUCTION SERVICES |
| KIRK WILLIAMS INC |
| LIMA PAINTING COMPANY |
| BARTON MALOW CO |
| ARMSTRONG STEEL ERECTORS INC |
| ODLE PAINTING INC |
| RUDOLPH-LIBBE |
| OKULEY HTNG & AC |
| B WILLIAM BUCHER INC |
| THE SCHAEFER GROUP INC |
| NATIONAL ACID PROOFING |
| FOREST CITY ERECTORS |
| KOKOSING CONSTRUCTION CO |
| SPARTAN CONSTRUCTION CO |
| NOOTER CONSTRUCTION CO |
| HOWARD PAINTING INC |
| APBN INC |
| NORON INC |
| JOHNSTONE MACHINERY MOVERS INC |
| NORTHWESTERN OHIO ADMINI |
| OHIO BLDG RESTORATION |
| ROEHRIG PAINTING |
| GEM INDUSTRIAL INC |
| H M WHITE CO INC |
| AVALOTIS PAINTING CO |
| BRENCAL CONTRACTORS INC |
| TOLEDO FENCE & SUPPLY COMPANY |
| HALL ALUMINUM PRODUCTS INC |
| DEE CRAMER INC |
| G & L CORPORATION |
| UNITED ROOFING |
| AERCO SANDBLASTING CO |
| F & M TILE & TERRAZZO |
| C L RIECKHOFF CO INC |
| TOLEDO CAISSON CORP |
| KIRK BROS CO INC |
| ASSOCIATED GENERAL CONTRACTORS |
| FRISCHE-MULLIN INC |
| SIEB PLUMBING & HEATING CO |
| SKYLINE PAINTING INC |
| V M SYSTEMS INC |
| WATERVILLE SHEET METAL |
| FLORAL CITY GLASS CO |
| TOLEDO MIRROR & GLASS CO |
| MONROE GLASS COMPANY |
| ON SITE STUDWELDING INC |
| JOHN A PAPALAS & CO |
| PARTLAN LABADIE SHEET MTL CO |
| RMF NOOTER INC |
| WOLVERINE STEEL ERECTORS |
| THOMARIOS PAINTING CO INC |
| HOLGATE METAL FAB INC |
| INDUSTRIAL POWER SYST |
| WOLFE'S ROOFING CO INC |
| ASSEMBLERS INC |
| MIDWEST STEEL INC |
| STRESCORE INC |
| API INC |
| SONGER CORPORATION |
| INTERSTATE COMMERCIAL GLASS & |
| LAKESIDE INTERIOR CONTRACTORS |
| MID-AMERICAN GUNITE |
| VAN TASSEL CONSTRUCTION |
| NORTH ROOFING COMPANY |
| S A STORER-ICE AGREEMENT |
| PRECAST SERVICES INC |
| FABCON INC |
| CONRAD SCHMITT STUDIOS |
| ANESE MASONRY COMPANY |
| HENRY TEICHMANN INC |
| DAY & ZIMMERMANN NPS |
| OHIO CONCRETE SAWING AND DRILL |
| WHALEY STEEL CORP |
| FUTURE FENCE COMPANY |
| JOHN W MCDOUGALL CO |
| COMMERCIAL GLAZING SYS INC |
| BLACK SWAMP STEEL INC |
| POLEY MASONRY CORP |
| N B I CONSTR SERVICES INC |
| INDOOR CLIMATE CONTROL |
| M J WEIS ROOFING CO |
| VIKING ERECTORS CORP |
| GLASS DESIGN INC |
| FUSE TECH INC |
| MIDWEST CONTRACTING INC |
| EMPIRE REFRACTORY SVCS OF OHIO |
| KALKREUTH ROOFING & SHEETMETAL |
| ENVIRO-AIRE INC |
| BARNHART CRANE & RIGGING |
| LILJA CORP |
| AIR CONCEPTS |
| COMMERCIAL COMFORT SYSTEMS INC |
| ARCHITECTURAL ERECTORS INC |
| HAMON CUSTODIS INC |
| MIDWEST PRO PAINTING |
| OCP CONTRACTORS |
| COATINGS UNLIMITED INC |
| DEARBORN MID-WEST CONVEYOR CO |
| COMMERCIAL CONSTRUCTION INC |
| M & M HEATING & COOLING INC |
| AZCO |
| OLMSTED FALLS ERECTING CO LT |
| TRI STATE INDUSTRIAL FLOORS |
| GREAT LAKES CNCRET RESTORATION |
| SIEMENS GENERATION SERVICES |
| HOT TECH INC |
| ALLIED FENCE BUILDERS INC |
| R K PAINTING CO INC |
| PCC MASONRY |
| FETTERS CONSTRUCTION |
| VALLEY INTERIOR SYSTEM |
| PERFECTION HEATING & AIR COND |
| CAPITAL CITY GROUP INC |
| WILLIAMS REFRACTORY SERVICES |
| ALLSTATES REFRACTORY CONTRACTO |
| K V M DOOR SYSTEMS INC |
| P & W PAINTING CONTR INC |
| INLAND FIREBRICK LLC |
| STANDARD CONTRACTING & ENG |
| CITY STEEL INC |
| INTERNATIONAL INDUSTRIAL CONTR |
| SIELER CONSTRUCTION INC |
| EUGENIO PAINTING CO |
| WEIGAND CONSTRUCTION CO INC |
| PHILLIPS BRICK CLEANING INC |
| GIFFIN INC |
| NORTHWEST CUSTOM MECHANICAL |
| CARROLL GLASS & MAINTENANCE |
| CONNELL INC |
| AMERICAN FLOORING INSTALLERS |
| EAST COAST METAL SYSTEMS INC |
| LEIDAL & HART MASON CONTR INC |
| BROCK INDUSTRIAL SERVICES LLC |
| THOMPSON PLBG & HTG INC |
| ROYAL-WEST ROOFING |
| YOUNGSTOWN TILE & TERRAZZO CO |
| B A ROMINES SHEETMETAL INC |
| ALLIED VENTILATION INC |
| DYCON INC |
| J T THORPE & SON INC |
| PSC INDSTL OUTSOURCING OF MI LLC |
| J L MECHANICAL SERVICES |
| TRENDELL CONSULTING LLC |
| AUTOMATED ENTRANCE TECH |
| TOTAL COMFORT SERVICES |
| TM & G SERVICE MAINTENANCE |
| DEPENDABLE PAINTING CO |
| HEIMBROCK INC |
| CUSTOM INTERIORS & ACOUSTICS |
| WOODRUFF CONTRACTING |
| FOUNDATION STEEL |
| GOYETTE MECHANICAL CO INC |
| ADVANCED INDUSTRIAL SVCS LLC |
| TOLEDO TIN KNOCKERS |
| MAMMOET USA NORTH INC |
| URS ENERGY - NEWPORT MI |
| HAMILTON INSULATION |
| R L BONDY |
| TOLEDO MECHANICAL INSULATION |
| GENERAL STEEL ERECTORS |
| PREMIUM DOORS & MORE |
| HOOSIER CRANE SERVICE CO |
| EVERGREENE ARCHITECTURAL ARTS |
| INDUSTRIAL INSULATION SUPPLY |
| GREAT LAKES AERIAL MAINTENANCE |
| BAKER CONSTRUCTION CO |
| BRAND ENERGY SERVICES OF PGH |
| ATSALIS BROTHERS PAINTING |
| M & O INSULATION CO |
| DELROSE CONSTRUCTION CO |
| BMW CONSTRUCTORS |
| NILES INDUSTRIAL COATINGS |
| BLACK & VEATCH |
| INTERNATIONAL MASONRY TRAINING |
| NB PROCESSING INC |
| SUPERIOR INDUSTRIAL INSULATION |
| PLATINUM SCAFFOLDING SERVICES |
| CORROSION RESISTANCE LTD |
| BELLE RIVER INDUSTRIAL SERVICE |
| LENCYK MASONRY CO INC |
| UCL INC |
| CMF GROUP INC |
| PATENT LLC |
| ADVANCED STEEL ERECTORS |
| CENTRAL KENTUCKY INDUSTRIAL I |
| DEPCON INC |
| A-1 INDUSTRIAL MAINTENANCE IN |
| REFTECH INTERNATIONAL CORP |
| BHI SPECIALTY SERVICES |
| FORMAN ARCHITECTURAL GLASSO'N |
| HGI INC |
| CORE MECHANICAL INC |
| FM SYLVAN INC |
| APOLLON PAINTING CO |
| BUCKEYE MECHANICAL INSULATION |
| PATRIOT GROUP CONSTRUCTION |
| TILE TERRAZZO AND MARBLE IND |
| DETROIT & VICINITY TROWEL TR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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