BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND (EIN 52-6397805)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201511269349300826
- Schema version
- 2014v5.0
- 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 | 2015-05-06T15:29:48-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526397805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRICKLAYERS AND ALLIED CRAFTWORKERS | BusinessNameLine1Txt |
| Business Name Line2 | INTERNATIONAL HEALTH FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIC | BusinessNameControlTxt |
| Phone | 2027833788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 F STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY F KRAMER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2027833788 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN WOODSON | PreparerPersonNm |
| PTIN | P01293745 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY F KRAMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 F STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,218,407 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IPFWEB.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 7 | 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 | $10,283,628 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,631,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $350,727 | PYInvestmentIncomeAmt |
| CY Investment Income | $587,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,634,355 | PYTotalRevenueAmt |
| CY Total Revenue | $17,218,407 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,273,196 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $16,876,871 | 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 | $1,283,148 | PYOtherExpensesAmt |
| CY Other Expenses | $2,149,992 | CYOtherExpensesAmt |
| PY Total Expenses | $10,556,344 | PYTotalExpensesAmt |
| CY Total Expenses | $19,026,863 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,808,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,388,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,604,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $202,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,515,244 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,185,611 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,089,485 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS. | 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 | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER PENOSO | PersonNm |
| Phone | 2027833788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 F STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| EUGENE GEORGE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BOLAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY HESS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW AQUILINE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY F KRAMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD SCARANO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HOOVER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM DRISCOLL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED KINATEDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED CHAMP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL NYESWANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN DONOVICK | ||||||
| EXECUTIVE DIRECTOR | 15.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | |||||
| 5901 LINCOLN DRIVE | EDINA | MN | 55436 | CLAIMS PROCESSING | $356,544 |
| CHEIRON INC | |||||
| PO BOX 37117 | BALTIMORE | MD | 21297 | ACTUARIAL SERVICES | $258,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIB. | 900099 | $14,812,665 | $14,812,665 |
| EMPLOYEE CONTRIB. | 900099 | $1,818,416 | $1,818,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,631,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,326 | TotalRevenueColumnAmt |
| Exclusion | $587,326 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,218,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,631,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $587,326 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,876,871 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,330 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,006 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,588 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,626 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS PROCESSING FEES | $792,146 |
| ADMINISTRATIVE EXP | $603,291 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,026,863 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$10,516 | BOYAmt |
| EOY | $110,105 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,231 | BOYAmt |
| EOY | $2,122,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,822 | BOYAmt |
| EOY | $1,359,074 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,897 | BOYAmt |
| EOY | $8,113 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,161,758 | BOYAmt |
| EOY | $21,005,110 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,388,192 | BOYAmt |
| EOY | $24,604,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,419 | BOYAmt |
| EOY | $341,043 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,358 | BOYAmt |
| EOY | $11,006 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,804 | BOYAmt |
| EOY | $1,163,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,581 | BOYAmt |
| EOY | $1,515,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,185,611 | BOYAmt |
| EOY | $23,089,485 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,185,611 | BOYAmt |
| EOY | $23,089,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,388,192 | BOYAmt |
| EOY | $24,604,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,808,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$241,591 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,953,921 | 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 |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $107,703 |
| ACCRUED HRA BENEFITS | $1,055,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,163,195 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,930,737 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$241,591 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,953,921 | OtherRevenueAmt |
| Revenue Not Reported | $6,712,330 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,218,407 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,218,407 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,026,863 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,026,863 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,026,863 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE 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 EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROCEEDS FROM MERGER 6,953,921. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | SECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PURSUANT 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 XI, LINE 9: | PROCEEDS FROM MERGER 6,953,921. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| BAC LOCAL NO 03 AZ |
| BAC LOCAL NO 04 INKY-APPR FUND |
| BAC LOCAL NO 04 INKY-EVNSVLLE |
| BAC LOCAL NO 04 INKY-FT WAYNE |
| BAC LOCAL NO 04 INKY-LAFAYETT |
| BAC LOCAL NO 04 INKY-LOUISVLE |
| BAC LOCAL NO 04 INKY-MUNCIE |
| BAC LOCAL NO 04 INKY-SO BEND |
| BAC LOCAL NO 07 CO - (O1 CO) |
| BAC LOCAL NO 08 SOUTHEAST |
| BAC LOCAL NO 18 MO TILE |
| BAC LOCAL NO 18 MO TILE MARBLE |
| BAC LOCAL NO 5 OK - ZONE |
| BD TTES BRICKLAYERS & ALLIED CRAFTWORKERS FLEX BEN PLAN |
| INTERNATIONAL MASONRY INSTITUTE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (235 entries)
| A B P MASONRY INC |
| A R C CONSTRUCTION CO INC |
| AFFORDABLE MASONRY INC |
| ALL PRO CAULKING AND FIRESTOPPING INC |
| ALLEN AND GRAHAM INC |
| ALLEN REFRACTORIES COMPANY |
| ALLSTATES REFRACTORY CONRS LLC |
| ARDAGH GROUP - NORTH AMERICA |
| ARMOR MAX CONSTRUCTION INC |
| ARNOLD MASONRY LLC |
| ARSI CORPORATION |
| ART MOSAIC AND TILE COMPANY |
| ATLAS BUILDING SERVICES INC |
| B AND B INDUSTRIAL SVES INC |
| BAILEY BUCHANAN MASONRY INC |
| BAKER CONCRETE CONSTR INC |
| BAKER INDUSTRIAL SERVICES LLC |
| BARTLEY AND PERIGO MSNRY CONTR |
| BELDON INTERIORS INC |
| BERGER INC |
| BLAKLEY CORPORATION |
| BOKON MASONRY INC |
| BOSTON TILE AND TERRAZZO CO |
| BRACY AND JAHR MASONRY INC |
| BROADY-CAMPBELL INC |
| BRONGER MASONRY INC |
| BROWN REFRACTORY SVCS-(MJK CO) |
| BRUNS GUTZWILLER INC |
| BUILDING SERVICES INC |
| BULLEY AND ANDREWS MASONRY REST LLC |
| BUNGE N M INC |
| C B AND I PROJECT SERVICES GROUP LLC |
| CALIFORNIA HI-TECH FLOORS INC |
| CARETTI JOHN AND CO |
| CHOCTAW STONE WORK INC |
| COLORADO DESIGN INC - TILE AND TERRAZZO |
| COLVIN MASONRY CO |
| COMBUSTION SERVICE COMPANY |
| COMPLETE MASONRY SERVICES INC |
| CONSTRUCTION AND TURNAROUND SVCS |
| CORBELL MASONRY |
| CORESLAB STRUCTURES INC |
| COROTECH CONST AQUISITON CO |
| COUNCIL AND JONES MASONRY CONS |
| CRAFTSMEN INTERIORS INC |
| CRYSTAL MARBLE COMPANY INC |
| CUSACKS MASONRY RESTORATION INC |
| D K MASONRY AND CONCRETE LLC |
| D S MASONRY INC |
| D Y K INC |
| DE MUYT MASONRY INC |
| DEGRELLA TILE INC |
| DENVER MARBLE CO |
| DESCO SYSTEMS LC |
| DOUGHERTY TILE AND MARBLE CO |
| DRUCO DEVELOPMENT CO INC |
| DUNAWAY MASONRY INC |
| DUNKIN W R AND SON INC |
| EDDINGS MASONRY INC |
| EMPIRE CONTRACTORS INC |
| EMPIRE REFRACTORY SALES INC |
| F AND M TILE AND TERR CO INC |
| FABCON PRECAST LLC |
| FETTERS CONSTRUCTION INC |
| FLUOR MAINTENANCE SERVICES |
| FOESTE KENNY MASONRY INC |
| FONTANA G AND SONS CONST INC |
| FOSBEL INC |
| FOUNDRY MAINTENANCE SERVICES |
| FRAZIER SIMPLEX INC |
| FUSE TECH INC |
| G A MASONRY CORP |
| G L I (GEORGE'S LANDSCPNG INC) |
| GAGNON INCORPORATED |
| GILLESPIE AND POWERS INC |
| GLASS DESIGN INC |
| GRADE SOUTH INC |
| GRAYCOR INDUSTRIAL CONSTS INC |
| GROSVENOR MASONRY INC |
| H AND H MASONRY CONTRACTORS IN |
| HAGERMAN CONSTRUCTION CORP |
| HAINES ROBERT CO INC |
| HAMON CUSTODIS INC |
| HANSEN MASONRY CONTRACTORS INC |
| HEIMBROCK INC |
| HEIMBROCK J LOUIS SR INC |
| HI TEMP SYSTEMS INC |
| HOFMANN CONSTRUCTION INC |
| HOT CREWS INC |
| HOT TECH INC |
| HOWLE W P MASONRY CONTR INC |
| HUFF AND SONS CONSTRUCTION INC |
| ICE - BORNOR RESTORATION INC |
| ICE - DRUCO DEVELOPMENT CO INC |
| ICE - G A MASONRY CORP |
| ICE - INTREPID ENTERPRISES INC |
| ICE - KOCH KNIGHT LLC |
| ICE - MASONRY AND GLASS SYSTEMS INC |
| ICE - MISSOURI TERRAZZO CO INC |
| ICE - SCHNELL CONTRACTORS INC |
| INDIANA REFRACTORIES INC |
| INDUSTRIAL CONTRACTORS - SKANSKA |
| INNOVATIVE MILLWRIGHT SERVICES INC |
| INTERIOR FINISHES INC |
| INTERNATIONAL CHIMNEY CORP |
| J M S MASONRY |
| K - INDUSTRIAL OF INDIANA LLC |
| KAMCO SERVICES LLC |
| KANNING AND PHILLIPS MASONRY INC |
| KEELEY MASON CONTRACTOR INC |
| KIMS TILE AND MARBLE LLC |
| KINGDOM MASONRY INC |
| KINGERY AND SONS CONSTR INC |
| KOCH KNIGHT LLC |
| KORELLIS ROOFING INC |
| KREMPP CONSTRUCTION COMPANY |
| L B MASONRY |
| LAKE FOREST MASONRY |
| LAKE SHORE FLOOR COVERING CORP |
| LARSON DANIELSON CONST CO INC |
| LASH REFRACTORY SERVICE INC |
| LEIDAL AND HART MASON CONTRACTORS INC |
| LILJA CORPORATION |
| LOCKWOOD BROTHERS CONSTRUCTION LLC |
| M A G CONSTRUCTION INC |
| M A P MASONRY LLC |
| M AND H REFRACTORY INSTALLATION MANAGEMENT INC |
| M AND M COSMETIC SEALANTS |
| M P BRICK CLEANING |
| MAININI TILE CO INC |
| MASONRY CONSTRUCTION INC |
| MATHIS MASONRY INC |
| MATRIX NORTH AMERICAN CONSTRUCTION INC |
| MAY REFRACTORY |
| MCLAUGHLIN MASONRY LLC |
| MEMMER TILE INC |
| METRO MARBLE AND GRANITE LLC |
| METRO WATERPROOFING INC |
| MEYER C R AND SONS COMPANY |
| MIDLAND ENGINEERING CO INC |
| MIDWEST CAULKING INC |
| MIDWEST TERRAZZO INC |
| MIDWEST TILE AND GRANITE LLC DBA WESTPORT TILE AND GRANITE |
| MIDWEST TILE AND INTERIORS INC |
| MONTOYA MASONRY CONSTR INC |
| MOUNTAIN MASONRY |
| MURREN C A AND SONS COMPANY MID - ATLANTIC LLC |
| NATIONAL MACHINERY AND CONVEYOR INC |
| NAT'L REGIONAL TRAINING ( I M I ) |
| NEEMA LLC |
| NEW GROUP INC (THE) |
| NIELSON GUY M CO INC |
| NOLAN DON INC |
| NORRIS AND SON INC |
| NPA - SEALED-RITE INC |
| NUCO INTERNATIONAL INC |
| O M I REFRACTORIES LLC DBA BISCO REFRACTORIES |
| ONEX CONSTRUCTION INC |
| PARCO CONSTRUCTION INC |
| PARSONS SAVANNAH CONSTRUCTION GROUP |
| PHILLIPS BRICK CLEANING |
| PLANT INDUSTRIAL SERVICES INC |
| PLESSY MASONRY LLC |
| PREMIER CAULKING INC |
| PRO MASONRY INC |
| PROPST MASONRY CO INC |
| PURDY MASONRY INC |
| PYRO INDUSTRIAL SERVICES INC |
| QUALITY FLOORS INC |
| R AND F TILE AND MARBLE CO INC |
| R AND H QUALITY REFRACT SVCS INC |
| R C REFRACTORY CONSULTING AND SERVICES INC |
| R H I US LTD |
| R T W REFRACTORY INC |
| RECON |
| REFRACTORY ENGINEERS INC |
| REFRACTORY SOLUTIONS INC |
| REFRACTORY SPECIALIST LLC |
| REGAL SERVICES LLC |
| REINTJES GEORGE P CO INC |
| RENO REFRACTORIES INC |
| RIGGINS VERN INC |
| RIVERSIDE REFRACTORIES INC |
| ROSA MOSAIC AND TILE CO INC |
| ROSATI MASONRY COMPANY INC |
| S S S I INC - SONGER STEEL SERVICES INC |
| S TILE WORKS LTD |
| SAVANNAH RIVER NUCLEAR SOLUTIONS LLC |
| SAVANNAH RIVER REMEDIATION LLC |
| SCHAEFER GROUP INC ( THE) |
| SCHARER DON MASONRY LLC |
| SCHARER JAMES MASONRY INC |
| SCHNELL CONTRACTORS INC |
| SEA ROSE CONSTRUCTION INC |
| SHAW PROJECT SERVICES GROUP LLC |
| SLATILE ROOFING AND SHEET METAL INC |
| SOUTHEASTERN REFRACTORY INC |
| SOUTHWEST REFRACTORY OF TEXAS |
| SPECIALTY FOUNDRY PRODUCTS INC |
| SPERRY F S CO INC |
| STEBBINS ENGINEERING |
| STERLING BOILER AND MECHANICAL INC |
| STEWART SERVICES INC |
| STONE AND WEBSTER CONSTR CO |
| STONE INSTALLATION AND MAINTENANCE LLC |
| STUTTE TILE CO INC |
| SUPERIOR INSULATION COMPANY LLC |
| SYNERGY FLOORING LTD |
| TEICHMANN HENRY F INC |
| THEISEN MASONRY INC |
| THORPE J T AND SONS INC |
| THORPE J T COMPANY |
| TILE INTERIORS U GROUP INC |
| TONN AND BLANK CONST LLC |
| TOP GUN SEVICES LLC |
| TRISCO SYSTEMS INC |
| TRI-STAR MASONRY INC |
| U R S ENERGY AND CONSTRUCTION INC |
| UNITED FLOORING INC |
| UNIVERSAL BLASTCO - MICHIGAN TILE DIVISION |
| VEECK MASONRY INC |
| WEATHERMAN R B MASONRY INC |
| WEAVER MASONRY CORP |
| WEIGAND CONSTRUCTION CO INC |
| WESTERN REFRACTORY CONSTR INC |
| WESTERN WATERPROOFING CO INC |
| WHITE J J INC |
| WHITSETT LYNN CORPORATION |
| WILHELM F A CONSTR CO INC |
| WILLIAMS REFRACTORY SERVICES INC |
| WILLIAMS TILE AND MARBLE CO |
| WISE SERVICES INC |
| YOCCABEL CONSTRUCTION CO INC |
| YORK CONSTRUCTION INC |
| ZIOLKOWSKI CONSTRUCTION INC |
| 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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