AFL-CIO HEALTH & WELFARE TR: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AFL-CIO HEALTH & WELFARE TR (EIN 38-6847980)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-27
IRS object ID
201413009349301306
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-10-27T16:37:10-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1
Address Line2WESTAddressLine2
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386847980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AFL-CIO HEALTH & WELFARE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAFL-BusinessNameControlTxt
Phone2026375250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20006ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY GRAYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2026375250PhoneNum
Signature2014-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT E HALLBERG CPAPreparerPersonNm
PTINP01081188PTIN
Phone2023319880PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIMOTHY GRAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 16TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20006ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$32,158,864GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$30,070,596PYProgramServiceRevenueAmt
CY Program Service Revenue$29,247,830CYProgramServiceRevenueAmt
PY Investment Income$173,169PYInvestmentIncomeAmt
CY Investment Income$331,941CYInvestmentIncomeAmt
PY Other Revenue$45,100PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$30,288,865PYTotalRevenueAmt
CY Total Revenue$29,579,771CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$26,016,681PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,339,570CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$659,731PYOtherExpensesAmt
CY Other Expenses$684,277CYOtherExpensesAmt
PY Total Expenses$26,676,412PYTotalExpensesAmt
CY Total Expenses$28,023,847CYTotalExpensesAmt
PY Revenues Less Expenses$3,612,453PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,555,924CYRevenuesLessExpensesAmt
Total Assets BOY$12,451,693TotalAssetsBOYAmt
Total Assets EOY$14,097,639TotalAssetsEOYAmt
Total Liabilities BOY$399,498TotalLiabilitiesBOYAmt
Total Liabilities EOY$341,548TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,052,195NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,756,091NetAssetsOrFundBalancesEOYAmt
MissionTHE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED MEDICAL, DENTAL, HEARING, VISION,LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA B FILSONBusinessNameLine1
FieldValueIRS element (for citing)
Phone8592261783PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WEST VINE STREET SUITE 500AddressLine1
CityLEXINGTONCity
StateKYState
ZIP Code40507ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SHARI CANNON
TRUSTEE1.0039.00Yes (X)$0$124,688$44,902
SAMANTHA CONNOLLY
TRUSTEE1.0039.00Yes (X)$0$119,266$60,912
TIM GRAY
TRUSTEE1.0039.00Yes (X)$0$124,688$55,116
MICHAEL NOONAN
TRUSTEE1.0039.00Yes (X)$0$118,703$53,500
SUJATHA BLACKSTONE
TRUSTEE1.0039.00Yes (X)$0$74,922$48,867
SHELIA MARION
TRUSTEE1.0039.00Yes (X)$0$80,121$32,842
MACK HARRELL JR
FORMER TRUSTEE1.0039.00$0$63,527$45,813Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$705,915TotReportableCompRltdOrgAmt
Total Other Compensation$341,952TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
SEGAL
ONE PARK AVENUE 8TH FLOORMANHATTANNY100165895ACTUARY$344,565
UMR
333 WEST VINE STREET SUITE 500LEXINGTONKY40507ADMINISTRATOR$214,676
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$28,512,693$28,512,693
MEDICARE REIMBURSEMENT900099$689,787$689,787
EMPLOYEE CONTRIBUTIONS900099$45,350$45,350
FieldValueIRS element (for citing)
Total Program Service Revenue$29,247,830TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$168,560TotalRevenueColumnAmt
Exclusion$168,560ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,742,474SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,579,093SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$163,381SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$163,381TotalRevenueColumnAmt
Exclusion$163,381ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,579,771TotalRevenueColumnAmt
Related Or Exempt Func Income$29,247,830RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$331,941ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,339,570TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,763TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,500TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$366,808TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,809TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$96TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,003TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ADMINISTRATIVE FEES$214,676
BANK FEES$9,622

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,023,847TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,753,586BOYAmt
EOY$95,483EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,182,765BOYAmt
EOY$5,219,068EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,893BOYAmt
EOY$6,760EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,508,449BOYAmt
EOY$8,776,328EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,451,693BOYAmt
EOY$14,097,639EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$98,741BOYAmt
EOY$107,714EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$300,757BOYAmt
EOY$233,834EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$399,498BOYAmt
EOY$341,548EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,052,195BOYAmt
EOY$13,756,091EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,052,195BOYAmt
EOY$13,756,091EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,451,693BOYAmt
EOY$14,097,639EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,555,924ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$147,972NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,727,743TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$147,972NetUnrealizedGainsInvstAmt
Revenue Not Reported$147,972RevenueNotReportedAmt
Revenue Subtotal$29,579,771RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,579,771TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,023,847TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,023,847ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,023,847TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SHARI CANNON
TRUSTEE$0$124,688$0$0$0$0$0$32,419$0$12,483$0$169,590$0$0
SAMANTHA CONNOLLY
TRUSTEE$0$119,266$0$0$0$0$0$31,009$0$29,903$0$180,178$0$0
TIM GRAY
TRUSTEE$0$124,688$0$0$0$0$0$32,419$0$22,697$0$179,804$0$0
MICHAEL NOONAN
TRUSTEE$0$118,703$0$0$0$0$0$30,863$0$22,637$0$172,203$0$0
MACK HARRELL JR
FORMER TRUSTEE$0$63,527$0$0$0$0$0$16,517$0$29,296$0$109,340$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (55 entries)

AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGANIZATIONS
ALABAMA AFL-CIO
ATLANTA LABOR COUNCIL AFL-CIO
GEORGIA STATE AFL-CIO
LOUISIANA AFL-CIO
MARYLAND STATE & DC AFL-CIO
MINNESOTA AFL-CIO
MILWAUKEE LABOR COUNCIL
MISSISSIPPI AFL-CIO
MISSOURI AFL-CIO
OHIO STATE BUILDING & CONST TRADES COUNCIL
CONNECTICUT AFL-CIO
TENNESSEE LABOR COUNCL AFL-CIO
TEXAS STATE AFL-CIO
VERMONT STATE LABOR COUNCIL
VIRGINIA STATE AFL-CIO
WISCONSIN STATE AFL-CIO
AFL-CIO EFCU
AFL-CIO WORKING FOR AMERICA INSTITUTE
BUILDING & CONSTRUCTION TRADES DEPARTMENT AFL-CIO
CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING
CENTER FOR WORKING CAPITAL
COALITION OF KAISER PERMANENTE AFL-CIO
DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO
DISTRICT NO 10 IAMAW
FOOD & ALLIED SERVICE TRADES
GCCIBT NATIONAL PENSION FUND
GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST
INDUSTRIAL UNION DEPARTMENT
INT'L ALLIANCE OF THEATRICAL STAGE EMPLOYEES MOVING PICTURE TECHNICIANS ART
IAFF FINANCIAL CORPORATION
INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS
INT'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS
INTL FED OF PROFESSIONAL & TECHNICAL ENGINEERS
AFL-CIO LAWYERS COORDINATING COMMITTEE
MARITIME TRADES DEPARTMENT AFL-CIO
METAL TRADES DEPARTMENT AFL-CIO
NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS
NATIONAL LABOR COLLEGE
OPERATIVE PLASTERERS' AND CEMENT MASONS' INT'L ASSOC OF THE US AND CANADA
PUBLIC EMPLOYEES DEPARTMENT
UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO
UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS
UTILITY WORKERS UNION OF AMERICA
ORGANIZING INSTITUTE APPRENTICES
INT'L ASSN OF BRIDGE STRUCTURAL ORNAMENTATION AND REINFORCING IRON WORKERS
INT'L ASSOCIATION OF FIRE FIGHTERS (RETIREES)
TOOL AND DIE MAKERS LODGE LOCAL 78
NEW HAMPSHIRE AFL-CIO
COMMUNITY SERVICES AGENCY METRO WASHINGTON COUNCIL AFL-CIO
IAMAW LL 1862
COMMUNICATIONS WORKERS OF AMERICA (CWA)
ASIAN PACIFIC AMERICAN LABOR ALLIANCE
ALLIANCE FOR RETIRED AMERICANS
E STREET PRODUCTIONS

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AFL-CIO HOUSING INVESTMENT TRUST
2401 PENNEYLVANIA AV NW STE 200WASHINGTONDC20037526220193COMINGLED INVESTMENT COMPANY-MUTUAL FUNDDCC0
AFL-CIO INVESTMENT TRUST CORP
1425 K STREET NW STE 900WASHINGTONDC20005522136736INSTITUTIONAL INVESTOR RELATIONS FIRMDCC0
UNION PRIVILEGE
1125 15TH STREET NW STE 900WASHINGTONDC20006521457836NON-STOCK CORPORATION TO DEVELOPE & MARKET BENEFITS TO UNION MEMBERSDCC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp

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

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