MICHIGAN BAC HEALTH CARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHIGAN BAC HEALTH CARE FUND (EIN 38-6098425)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2014-01-31
- IRS object ID
- 201410319349300681
- Schema version
- 2012v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-31T18:23:58-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDA GRACE STULZ & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 VAN DYKE AVE STE 100 | AddressLine1 |
| City | STERLING HEIGHTS | City |
| State | MI | State |
| ZIP Code | 48312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386098425 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN BAC HEALTH CARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 5173217502 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NELSON MCMATH ANDY BRACY | Name |
| Title | CHAIRMAN / SECRETARY | Title |
| Phone | 5173217502 | Phone |
| Date Signed | 2013-08-27 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN STULZ | Name |
| Phone | 5868836240 | Phone |
| Date Prepared | 2014-01-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5675817 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5960498 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5295554 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 331588 | InvestmentIncomePriorYear |
| Investment Income Current Year | 308352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25903 | OtherRevenuePriorYear |
| Other Revenue Current Year | 71911 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6317989 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5675817 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 6460658 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 4847311 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 856739 | OtherExpensePriorYear |
| Other Expenses Current Year | 820452 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7317397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5667763 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -999408 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8054 | RevenuesLessExpensesCY |
| Total Assets BOY | 8957733 | TotalAssetsBOY |
| Total Assets EOY | 8610105 | TotalAssetsEOY |
| Total Liabilities BOY | 2777312 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2090049 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6180421 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6520056 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | TO PROVIDE HEALTH CARE BENEFITS AND DISABILITY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIC INTERNATIONAL CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5173217502 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NELSON MCMATH | ||||||
| CHAIRMAN | 1.00 | 40.00 | X | 0 | 79506 | 19560 |
| DARYL NICHOLS | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 54976 | 19560 |
| JAMES BUDD | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 54135 | 19560 |
| JAMES BRYLOWSKI | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 53030 | 19560 |
| GREG LOBODZINSKI | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 52215 | 18690 |
| ANDY BRACY | ||||||
| SECRETARY | 1.00 | 40.00 | X | 0 | 0 | 0 |
| ANDY HOFSTRA | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| BART CARRIGAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SCOTT D FISHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ED DAVENPORT | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 293862 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96930 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD OF MICHIGAN | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27000 WEST 11 MILE ROAD B494 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 48034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | HEALTH ADMIN. | DescriptionOfServices |
| Compensation | 576072 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | 4085949 | 4085949 |
| PARTICIPANT SELF-PAYMENTS | 1209605 | 1209605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5295554 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 308352 | TotalRevenueColumn |
| Related Or Exempt Function Income | 308323 | RelatedOrExemptFunctionIncome |
| Exclusion | $29 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MEDICARE PART D SUBSIDY | 55045 | 55045 |
| LIQUIDATED DAMAGES COLLECTED | 10158 | 10158 |
| OTHER | 6708 | 6708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71911 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5675817 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5675788 | RelatedOrExemptFunctionIncome |
| Exclusion | $29 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4847311 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 647172 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57789 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32214 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22720 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11500 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31926 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5342 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4987 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| OTHER | 3363 |
| CONTRACT MONITORING FEE | 1950 |
| PARTICIPANT NOTICES | 1489 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5667763 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342531 | BOY |
| EOY | 1393345 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302000 | BOY |
| EOY | 241638 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612744 | BOY |
| EOY | 281676 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7700458 | BOY |
| EOY | 5945284 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 748162 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8957733 | BOY |
| EOY | 8610105 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156312 | BOY |
| EOY | 116748 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2621000 | BOY |
| EOY | 1973301 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2777312 | BOY |
| EOY | 2090049 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6180421 | BOY |
| EOY | 6520056 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6180421 | BOY |
| EOY | 6520056 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8957733 | BOY |
| EOY | 8610105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 8054 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 331581 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED LIABILITY COMPANY | Description |
| Book Value | 748162 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 748162 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $1,106,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $867,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1973301 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 5984678 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 331581 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 331581 | RevenueNotRptdF990 |
| Revenue Subtotal | 5653097 | RevenueSubtotal |
| Investment Expenses Not Included | 22720 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22720 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5675817 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5645043 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5645043 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 22720 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 22720 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5667763 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990, PART VI | LINE 2 - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A 'BUSINESS RELATIONSHIP'. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP INTO OFFICER POSITIONS, FROM WHICH THEY HOLD THEIR TRUSTEESHIP. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF TRUSTEES, SUBJECT TO APPROVAL AND REVIEW BY THE FUND ATTORNEY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| ADDITIONAL INFORMATION | FORM 990, PART VII | LINE 1A - NELSON MCMATH, DARYL NICHOLS, JAMES BRYLOWSKI, JAMES BUDD & GREG LOBODZINSKI SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF BAC LOCAL 9, WHICH WAS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGANIZATIONS" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | SCHEDULE R PARTS II III AND IV IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST FUND AS DEFINED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 AS AMENDED THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS OF APRIL 30 2013 THERE WERE 149 CONTRIBUTING EMPLOYERS TO THE FUND UNDER THE INSTRUCTIONS TO SCHEDULE R THOSE EMPLOYERS ARE CONSIDERED RELATED ORGANIZATIONS THE FUNDS ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF ALL CONTRIBUTING EMPLOYERS THE FOLLOWING IS AN ALPHABETICAL LISTING OF THOSE CONTRIBUTING EMPLOYERS CONTRIBUTING EMPLOYERS A AND G FLOOR COVERING INC AKINS CONSTRUCTION INC ALBANELLI CEMENT CONTRACTORS ALFREDSON BROS CONSTRUCTION ALPHA FOAM INSULATION SYSTEMS AMALIO CORPORATION ARISTEO CONSTRUCTION ARNOLD COMPANY ARTISAN MICHIGAN INC ARTISAN TILE INC ASSOCIATED CONSTRUCTION CO B B TILE AND MARBLE BAC APPRENTICESHIP FUNDMI BAC LOCAL 9 BAKER CONSTRUCTION BARTON MALOW CO BETKE MASONRY CONSTRUCTION LLC BOOMS STONE CO BORNOR RESTORATION INC BOSTON TILE TERRAZZO PC BOUMA INTERIORS BRACY JAHR MASONRY INC BREND CONTRACTING COMPANY INC BRESCOL BROTHERS INC BRONNER WM AND SON CONTR BUCKLAND JOHN CONTR INC BYERS D C COMPANY C S S CONTRACTING CO INC CAPITAL TILE INC CARRIER CONSTRUCTION CO INC CENTRAL TILE TERRAZZO CHEZCORE INC CHRISTIN MASONRY CHRISTMAN CONSTRUCTORS INC CLEVELAND MARBLE MOSAIC CO CLOSNER CONSTRUCTION COMMERCIAL SPECIALTY CONT INC COMSTOCK CONSTRUCTION COMPANY CONTEK INC COROTECH CONST ACQUISITION CSTONE INSTALLATION CO CUSACKS MASONRY RESTORATION DALOISIO MASONRY DAVENPORT MASONRY INC DAY ZIMMERMANN NPS DEMARIA BUILDING COMPANY INC DICLAUDIO MASON CONTRACTORS DIXONINC DRAPER ARLAND MASONRY DRV JOINT SEALANT CONTRACTORS E R MASONRY CONST INC EMPIRE MARBLE TILE CO EMPIRE REF SVC OF MICH LLC ERICKSON LINDSTROM CON F M TILE TERRAZZO CO INC FABRIS PEARCE FAULKNER CONSTRUCTION CO GEGARE TILE INC GEMELLI CONCRETE LLC GENERAL ACID PROOFING INC GERACE CONSTRUCTION CO INC GLENNS TILE GOUGH INC GRUNWELL CASHERO COMPANY GUNDLACH CHAMPION INC HANSCHMANN MASONRY HELM M MASONRY INC HELMS CAULKING MERCURY REST HMCHICKS MASON CONTRACTORS HOFFMAN PLASTERING HOLOMBO MASONRY HOVER FLOORING CONSULTANTS INC INDUSTRIAL CONSTRUCTION SERVICE INDUSTRIAL FIREBRICK CORP INDUSTRIAL SVC INC WASHTENAW INTL MASONRY INSTITUTE IRISH CONSTRUCTION CO INC JPB CONTRACTING INC KOCH MASONRY INC KRIEGHOFF LENAWEE COMPANY KRULL CONSTRUCTION CO INC LEIDAL HART MASON CONTRACTOR MASONRY DEVELOPERS INC MCMATH MASONRY INC MERIDIAN RESTORATION LLC MEYER CR SONS COMPANY MICHIELUTTI BROTHERS INC MIDWEST INDUSTRIAL SERVICES MIDWEST TILE INTERIORS INC MIRON CONSTRUCTION CO INC MTI GLOBAL SERVICES NC BUILDERS INC NSS CONSTRUCTION INC NAVETTA MASON CONTRACTORS NEDROW REFRACTORIES NEHEMIAH MASONRY NESS ROY CONTRACTING SALES NORTHERN INDUSTRIAL CONST INC NORTHSHORE CONSTRUCTION CO NOTEBAERT CONSTRUCTION SERVICE NUCO INTERNATIONAL INC OAK MOUNTAIN INDUSTRIES OBOYLE AND COMPANY OHIO BUILDING RESTORATION INC PCI CONSTRUCTION SERVICES LLC PEARSON EQUIPMENT SERVICE PHILLIPS BRICK CLEANING INC PLUMMER MASONRY INC POLEY MASONRY CONSTRUCTION INC POMPONIO CONSTRUCTION PREMIER CAULKING INC R R CONSTRUCTION SERVICES RANCK J ELECTRIC INC REICHENBACH CEILING REINTJES GEORGE P CO INC RIVERVIEW REFRACTORY SRVS INC ROSATI MASONRY COMPANY INC ROYAL RESTORATION WATER PRF SCHAD BOILER SETTING COMPANY SCHIFFER MASON CONTRACTORS INC SER DEVELOPMENT LLC SERESCASTLE MASONRY INC SLATILE ROOFING RESTORATIONS SPENCE BROTHERS STANDARD TILE INC STEWARTS SERVICES LLC STORER S A SONS STRUCTURAL GROUP INC TAILORED FOAM INC TBMC INC TEACHOUTS INDUSTRIAL TERRA BELLA TILE MOSAIC THE AUSTIN COMPANY THORPE JT SONS INC TRICITY ACOUSTICAL CO TWIN CITY MASONRY INC UNITED CONSTRUCTION CO INC UNIVERSAL BLASTCO MICH TILE DV VALCON INC DBA PIAZZA MASONRY VANDERMAY CONST INC VANSTONOBRIEN INC WASHAW CONSTRUCTION INC WEIGAND CONSTRUCTION CO INC WELLMAN MASONRY INC WOBIG CONSTRUCTION COMPANY XTREME MASON CONTRACTORS LLC YORK LININGS INTERNATIONAL INC ZANETTI ENT GROUP LLC ZIOLKOWSKI CONSTRUCTION INC | Explanation |