IRON WORKERS TRUST FUND-5: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS TRUST FUND-5 (EIN 52-6057762)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-30
- IRS object ID
- 201311209349300911
- Schema version
- 2011v1.2
- 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 | 2013-04-30T13:54:02-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208078757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057762 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS TRUST FUND LOCAL #5 WASHINGTON DC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRON | NameControl |
| Phone | 3018398800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL ROAD NO 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENDALL MARTIN | Name |
| Title | TRUSTEE | Title |
| Phone | 3018398800 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER P OSMAN CPA | Name |
| PTIN | P00366693 | PTIN |
| Phone | 3018307400 | Phone |
| Date Prepared | 2013-04-29 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENDALL MARTIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL ROAD NO 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9174120 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.GEMGROUP.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH BENEFITS TO UNION MEMBERS COVERED BY A COLLECTIVE BARGAINING AGREEMENT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6622720 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8581069 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 176028 | InvestmentIncomePriorYear |
| Investment Income Current Year | -12800 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6798748 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8568269 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7537873 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 8697876 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1880 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 566073 | OtherExpensePriorYear |
| Other Expenses Current Year | 581980 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8105826 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9279856 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1307078 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -711587 | RevenuesLessExpensesCY |
| Total Assets BOY | 5648184 | TotalAssetsBOY |
| Total Assets EOY | 5381671 | TotalAssetsEOY |
| Total Liabilities BOY | 57422 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 413556 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5590762 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4968115 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS TO UNION MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDE HEALTH BENEFITS TO UNION MEMBERS COVERED BY A COLLECTIVE BARGAINING AGREEMENT. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 569 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEMGROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3018398800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL ROAD STE 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| RONALD BORZA JR | |||||
| TRUSTEE | 1.00 | X | 0 | 2123 | 0 |
| KENDALL MARTIN | |||||
| TRUSTEE | 1.00 | X | 0 | 99553 | 64699 |
| VIC CORNELLIER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MARC COLES | |||||
| TRUSTEE | 1.00 | X | 0 | 3000 | 0 |
| SHIRLEY HUTCHINSON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| JOHN RAYNER | |||||
| TRUSTEE | 1.00 | X | 0 | 81800 | 56482 |
| CURT JOHNSON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MATT CHRISTIAN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 186476 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 121181 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL | |||||
| 15245 SHADY GROVE ROAD | ROCKVILLE | MD | 20850 | HOSPITAL | 261089 |
| MARY WASHINGTON HOSPITAL | |||||
| 1001 SAM PERRY BLVD | FREDERICKSBURG | VA | 22401 | HOSPITAL | 129172 |
| INOVA HEALTH CARE SERVICES | |||||
| 8110 GATEHOUSE RD 100W | FALLS CHURCH | VA | 22042 | HOSPITAL | 122158 |
| WASHINGTON HOSPITAL CENTER | |||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | HOSPITAL | 116722 |
| ANNE ARUNDEL MEDICAL CENTER | |||||
| 2001 MEDICAL PKWY | ANNAPOLIS | MD | 21401 | HOSPITAL | 104707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTR. | 525100 | 7978069 | 7978069 |
| EMPLOYEE CONTR. | 525100 | 603000 | 603000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8581069 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87551 | TotalRevenueColumn |
| Exclusion | $87,551 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 505500 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 605851 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -100351 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -100351 | TotalRevenueColumn |
| Related Or Exempt Function Income | -100351 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8568269 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8480718 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $87,551 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8697876 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19383 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18491 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20811 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56624 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36562 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7709 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5798 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CONTRACT ADMINR. FEES | 251707 |
| NETWORK ACCESS FEES | 127533 |
| POSTAGE AND DELIVERY | 22709 |
| BANK CHARGES | 11509 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3144 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9279856 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162840 | BOY |
| EOY | 187098 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4766860 | BOY |
| EOY | 4367894 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 711326 | BOY |
| EOY | 809048 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7158 | BOY |
| EOY | 17631 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5648184 | BOY |
| EOY | 5381671 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23660 | BOY |
| EOY | 394196 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33762 | BOY |
| EOY | 19360 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57422 | BOY |
| EOY | 413556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5590762 | BOY |
| EOY | 4968115 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5590762 | BOY |
| EOY | 4968115 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5648184 | BOY |
| EOY | 5381671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -711587 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 88940 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RECIPROCAL PAYABLES | $17,774 |
| SECURITIES PURCHASE PAYABLE | $1,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19360 | TotalOfAmounts |
| Total Revenue | 8568269 | TotalRevenue |
| Total Expenses | 9279856 | TotalExpenses |
| Excess Or Deficit For Year | -711587 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 88940 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 88940 | TotalAdjustments |
| Excess Or Deficit Per FS | -622647 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8636398 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 88940 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 88940 | RevenueNotRptdF990 |
| Revenue Subtotal | 8547458 | RevenueSubtotal |
| Investment Expenses Not Included | 20811 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 20811 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8568269 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9259045 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9259045 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 20811 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 20811 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9279856 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENDALL MARTIN | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 99553 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 64699 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 164252 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | PARTICIPANTS CAN REVIEW THE FUND'S DOCUMENTS AT THE FUND OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 88,940. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | EINEIN |
|---|---|---|---|---|---|---|---|---|
| IRON WORKERS LOCAL 5 AND IRON WORKERS EMPLOYERS ASSOC EMPLOYEES PENS TRUST | ||||||||
| 6009 OXON HILL ROAD | OXON HILL | MD | 20745 | PENSION FUND | MD | 401 | 0 | |
| IRON WORKERS LOCAL 5 JOINT APPRENTICE AND TRAINING PROGRAM TRUST FUND | ||||||||
| 6009 OXON HILL ROAD | OXON HILL | MD | 20745 | JOINT APPRENTICE AND TRAINING PROGRAM TRUST FUND | MD | 501 | 0 | |
| IRONWORKERS LOCAL UNION NO 5 | ||||||||
| 9100 OLD MARLBORO PIKE | UPPER MARLBORO | MD | 20772 | LABOR UNION | MD | 501 | 0 | 530088385 |
| WASHINGTON BUILDING & CONSTRUCTION TRADE | ||||||||
| 5829 ALLENTOWN RD | CAMP SPRINGS | MD | 20746 | REPRESENT UNION CONSTRUCTION IND. | MD | 501 | 0 | 530162620 |
Form990 Schedule R Part III Form990ScheduleRPartIII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|
| TITAN CONSTRUCTION LLC | |||||||||
| 2006 COLERIDGE LN | CROWNSVILLE | MD | 21032 | 562291054 | CONSTRUCTION | MD | LLC | 0 | 0 |
| DULLES TRANSIT PARTNERS LLC | |||||||||
| 1595 SPRING HILL RD | VIENNA | VA | 22182 | 820530612 | CONSTRUCTION | VA | LLC | 0 | 0 |
| UNITED CRANE & RIGGING CO | |||||||||
| 2002 GRAVES COURT | BALTIMORE | MD | 21222 | 520884804 | CRANE RENTAL | MD | LLC | 0 | 0 |
| PIONEER CLADDING & GLAZING SYSTEMS LLC | |||||||||
| 107 NORTHEAST DRIVE | CINCINNATI | OH | 45140 | 311652761 | GLASS & GLAZING | OH | LLC | 0 | 0 |
| AMELIE CONSTRUCTION & SUPPLY INC | |||||||||
| 725 SAXONBURG BOULEVARD | SAXONBURG | PA | 16056 | 421598912 | HEAVY HIGHWAY STRUCTURAL STEEL | PA | LLC | 0 | 0 |
| HAMPTON SERVICES LLC | |||||||||
| 220 SALTERS CREEK ROAD | HAMPTON | VA | 23661 | 263886781 | LEASED PAYROLL | VA | LLC | 0 | 0 |
| ICON EXTERIOR BUILDING SOLUTIONS | |||||||||
| 108 CAVASINA DR | CANONSBURG | PA | 15317 | 204419492 | ERECTION OF GLASS & GLAZING SYSTEMS | PA | PARTNERSHIP | 0 | 0 |
| WILLIS WELDING LLC | |||||||||
| 3331 SILVERTON LN | CHESAPEAKE BEACH | MD | 20732 | 275276074 | CONSTRUCTION | MD | LLC | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (66 entries)
| Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADF INTERNATIONAL | |||||||||||
| 300 HENRY BESSEMER | QUEBEC | CA | 653702944 | STRUCTURAL STEEL INSTALLATION | CA | C | |||||
| AMERICAN BRIDGE COMPANY | |||||||||||
| 251607500 | CONSTRUCTION & ENGINEERING SERVICES | C | 1000 AMERICAN BRIDGE WAY | CORAOPOLIS | PA | 15108 | PA | ||||
| ANTAMEX (US) INC | |||||||||||
| 210 GREAT GULF DRIVE | ONTARIO | CA | 752196684 | GLASS PRODUCTS MANUFACTURING | CA | C | |||||
| AS&L INDUSTRIAL SERVICES INC | |||||||||||
| 521758553 | CONSTRUCTION | C | 8143 BEACHWOOD RD | BALTIMORE | MD | 21222 | MD | ||||
| BULLDOG CONSTRUCTION INC | |||||||||||
| 204288202 | CONSTRUCTION | C | 9153 LANHAM SEVERN ROAD | LANHAM | MD | 20706 | MD | ||||
| CAPITOL ENERGY GROUP INC | |||||||||||
| 999999999 | CONSTRUCTION | C | 412 AVA WAY NE | WASHINGTON | DC | 20017 | DC | ||||
| CLAYTON B OBERSHEIMER INC | |||||||||||
| 160914949 | CONSTRUCTION | C | 13595 BROADWAY | ALDEN | NY | 14004 | NY | ||||
| COMM STEEL INC | |||||||||||
| 999999999 | CONSTRUCTION | C | 900 EAST 69TH STREET | CLEVELAND | OH | 44103 | OH | ||||
| CONTINENTAL CONSTRUCTION | |||||||||||
| 521629385 | ROUGH & FINISH CARPENTRY | C | 3419 14TH STREET NW | WASHINGTON | DC | 20010 | DC | ||||
| CRANE RENTAL COMPANY INC | |||||||||||
| 530189178 | EQUIPMENT RENTAL | C | 1601 WEST STREET NE | WASHINGTON | DC | 20018 | DC | ||||
| DANIEL SERVICE COMPANY | |||||||||||
| 631193380 | CONSTRUCTION | C | 6045 SOUTHERN INDUSTRIAL DRIVE | BIRMINGHAM | AL | 35235 | AL | ||||
| DRM ASSOCIATES INC | |||||||||||
| 521458451 | COMMERCIAL CONSTRUCTION, WELDING | C | 4334 HANOVER PIKE | MANCHESTER | MD | 21102 | MD | ||||
| EAST COAST HOIST INC | |||||||||||
| 232251163 | LEASE EQUIPMENT | C | 105 KEYSTONE DRIVE | TELFORD | PA | 18969 | PA | ||||
| ENCLOS CORPORATION | |||||||||||
| 411300221 | CONSTRUCTION | C | 2770 BLUE WATER ROAD | EAGAN | MN | 55121 | MN | ||||
| FOUR SQUARE INDUSTRIAL CONSTRUCTORS LLC | |||||||||||
| 264784083 | CONSTRUCTION | C | 12662 BERMUDA TRIANGLE RD | CHESTER | VA | 23836 | VA | ||||
| GENESIS STEEL SERVICE INC | |||||||||||
| 521592867 | CONSTRUCTION | C | 330 BACK RIVER NECK RD | BALTIMORE | MD | 21221 | MD | ||||
| GIBSON INDUSTRIAL INC | |||||||||||
| 999999999 | CONSTRUCTION | C | P O BOX 34548 | RICHMOND | VA | 23234 | VA | ||||
| HARMON INC | |||||||||||
| 411830565 | COMMERCIAL CONSTRUCTION | C | 7900 XERXES AVENUE SOUTH | BLOOMINGTON | MN | 55431 | MN | ||||
| HARRIOTT CONTRACTING LLC | |||||||||||
| 522170351 | CONSTRUCTION | C | 8775 CENTRE PARK DRIVE | COLUMBIA | MD | 21045 | MD | ||||
| HIGH CONCRETE GROUP LLC | |||||||||||
| 232869265 | CONSTRUCTION | C | 125 DENVER RD | DENVER | PA | 17517 | PA | ||||
| HUTCHINSON INTERNATIONAL CORPORATION | |||||||||||
| 521846465 | RIGGING | C | 6601 AMMENDALE RD | BELTSVILLE | MD | 20705 | MD | ||||
| IRON CITY CONSTRUCTORS INC | |||||||||||
| 251813749 | CONSTRUCTION | C | 109 PLEASANT DRIVE | ALIQUIPPA | PA | 15001 | PA | ||||
| JATC OF IRONWORKERS LOCAL 5 | |||||||||||
| 526056134 | TRAINING FACILITY | C | 9110 OLD MARLBORO PIKE | UPPER MARLBORO | MD | 20772 | MD | ||||
| JONASZ PRECAST INC | |||||||||||
| 222942938 | CONSTRUCTION | C | 829 DELSEA DRIVE | WESTVILLE | NJ | 08093 | NJ | ||||
| JULIAN CRANE & EQUIPMENT CORP | |||||||||||
| 042552766 | COMMERCIAL CONSTRUCTION | C | PO BOX 327 | WATERTOWN | MA | 02471 | MA | ||||
| K E M ARTIFEX LLC | |||||||||||
| 260162765 | CONSTRUCTION | C | 921 MERCANTILE DR | HANOVER | MD | 21076 | MD | ||||
| LONG FENCE COMPANY | |||||||||||
| 530257174 | CONSTRUCTION | C | 8545 EDGEWORTH DR | CAPITOL HEIGHTS | MD | 20743 | MD | ||||
| LOUIS HOFFMANN COMPANY | |||||||||||
| 390351600 | CONSTRUCTION | C | N 93 W 16112 MEGAL DRIVE | MENOMONEE FALLS | WI | 53051 | WI | ||||
| MC DONOUGH CONSTRUCTION RENTALS | |||||||||||
| 760319774 | CONSTRUCTION | C | 8411 VILLA DRIVE | HOUSTON | TX | 77061 | TX | ||||
| METRO ELEVATOR COMPANY INCORPORATED | |||||||||||
| 351536847 | CONSTRUCTION | C | PO BOX 11531 | INDIANAPOLIS | IN | 46201 | IN | ||||
| MID ATLANTIC PROJECT BUILDERS | |||||||||||
| 232869265 | CONSTRUCTION | C | P O BOX 10008 | LANCASTER | PA | 17605 | PA | ||||
| PERMASTEELISA CS | |||||||||||
| 650114023 | CONSTRUCTION | C | 123 DAY HILL ROAD | WINDSOR | CT | 06095 | CT | ||||
| PHYSICAL SECURITY LLC | |||||||||||
| 204549986 | CONSTRUCTION | C | 600 BELVIEW ST | BEESEMER | AL | 35020 | AL | ||||
| PRO-BEL ENTERPRISES LIMITED | |||||||||||
| 65 SUNRAY ST | ONTARIO | CA | 980162048 | CONSTRUCTION | CA | C | |||||
| PULLMAN POWER LLC | |||||||||||
| 522264809 | CONSTRUCTION/CONCRETE CHIMNEYS | C | 1575 N UNIVERSAL AVENUE | KANSAS CITY | MO | 64120 | MO | ||||
| SECURITY VAULT WORKS INC | |||||||||||
| 521459252 | CONSTRUCTION | C | 122 LAFAYETTE AVE | LAUREL | MD | 20707 | MD | ||||
| SOUTHERN FOLGER DETENTION EQUIP | |||||||||||
| 201449876 | CONSTRUCTION | C | 4634 SOUTH PRESA | SAN ANTNOIO | TX | 78223 | TX | ||||
| STERLING ERECTORS INC | |||||||||||
| 651275855 | CONSTRUCTION | C | 40675 MOUND RD | STERLING HEIGHTS | MI | 48311 | MI | ||||
| TIDEWATER GLAZING INC | |||||||||||
| 522053903 | GLASS, GLAZING, CURTAINWALL | C | 806 CROMWELL PARK DRIVE | GLEN BURIE | MD | 21061 | MD | ||||
| TLP STEEL ERECTORS | |||||||||||
| 521847312 | CONSTRUCTION | C | 7007 PROUT ROAD | FRIENDSHIP | MD | 20758 | MD | ||||
| TRUMBULL CONSTRUCTION CORPORATION | |||||||||||
| 251021993 | CONSTRUCTION | C | P O BOX 6774 | PITTSBURGH | PA | 15212 | PA | ||||
| UNITED GENERAL CONTRACTORS INC | |||||||||||
| 999999999 | CONSTRUCTION | C | 1232 FOURTH STREET NE | WASHINGTON | DC | 20002 | DC | ||||
| VIKING ERECTORS CORP | |||||||||||
| 221864782 | CONSTRUCTION | C | P O BOX 1336 | MC MURRAY | PA | 15317 | PA | ||||
| WHITE LINE CONSTRUCTION INC | |||||||||||
| 541581332 | CONSTRUCTION | C | PO BOX 306 | NOKESVILLE | VA | 20182 | VA | ||||
| ACM ERECTORS INC | |||||||||||
| 521907872 | CONSTRUCTION | C | 11006 RED LION RD | WHITE MARSH | MD | 21162 | MD | ||||
| A C DELLOVADE INC | |||||||||||
| 251242514 | METAL SIDING & ROOFING ERECTION | S | 108 CAVASINA DRIVE | CANONSBURG | PA | 15317 | PA | ||||
| A I W INC | |||||||||||
| 520566508 | STEEL FABRICATION & ERECTION | S | 5010 INWOOD STREET | HYATTSVILLE | MD | 20781 | MD | ||||
| AMERICAN INDUSTRIAL DOOR INC | |||||||||||
| 383121348 | DOOR INSTALLATION | S | 8001 RONDA DR | CANTON | MI | 48187 | MI | ||||
| BERLIN STEEL CONSTRUCTION CO | |||||||||||
| 060260720 | STEEL FABRICATION & ERECTION | S | 76 DEPOT ROAD | KENSINGTON | CT | 06037 | CT | ||||
| COLUMBUS STEEL ERECTORS INC | |||||||||||
| 311770397 | STEEL ERECTION | S | PO BOX 28638 | COLUMBUS | OH | 43228 | OH | ||||
| DAY & ZIMMERMANN NPS INC | |||||||||||
| 232499111 | PROVIDE LABOR | S | 1827 FREEDOM ROAD | LANCASTER | PA | 17601 | PA | ||||
| ENERFAB INC | |||||||||||
| 310217488 | CONSTRUCTION MANAGEMENT | S | 4955 SPRING GROVE AVE | CINCINNATI | OH | 45232 | OH | ||||
| EXTREME STEEL INC | |||||||||||
| 541979693 | STEEL CONSTRUCTION | S | 10394 CENTRAL PARK DRIVE | MANASSAS | VA | 20110 | VA | ||||
| FABRICATION DESIGNS INC | |||||||||||
| 521584513 | MANUFACTURING | S | P O BOX 410 | HANOVER | MD | 21076 | MD | ||||
| GARDEN STATE IRON INC | |||||||||||
| 510613529 | STEEL ERECTION | S | 8 MEMORIAL PARKWAY | LONG BRANCH | NJ | 07740 | NJ | ||||
| INTERSTATE ERECTING INC | |||||||||||
| 391534020 | EQUIPMENT INSTALLATION, RIGGING | S | 3925 EAST AMERICAN AVE | OAK CREEK | WI | 53154 | WI | ||||
| J K MISC METAL INC | |||||||||||
| 421744537 | INSTALLATION | S | 14466 SETTLE DR | RIXEYVILLE | VA | 22737 | VA | ||||
| M R METALS INC | |||||||||||
| 562460675 | STRUCTURAL STEEL FAB. & INSTALLATION | S | 4212 TABLER RD | FREDERICK | MD | 21704 | MD | ||||
| METAL SALES & SERVICE INC | |||||||||||
| 231710167 | MANUFACTURING | S | 200 GALE LANE | KENNETT SQUARE | PA | 19348 | PA | ||||
| PRECAST ERECTORS INC | |||||||||||
| 751364627 | ERECT PRECAST CONCRETE | S | PO BOX 1748 | HURST | TX | 76053 | TX | ||||
| SUPERIOR IRON WORKS INC | |||||||||||
| 520885277 | CONSTRUCTION | S | 45034 UNDERWOOD LANE | STERLING | VA | 20166 | VA | ||||
| TOWER GLASS COMPANY INC | |||||||||||
| 043037229 | CONTRACT GLAZING | S | 10A WHEELING AVE | WABURN | MA | 01801 | MA | ||||
| TSI ARCHITECTURAL METALS INC | |||||||||||
| 522214550 | CONSTRUCTION & FABRICATION | S | 8520 PEPCO PLACE | UPPER MARLBORO | MD | 20772 | MD | ||||
| TSIEXTERIOR WALL SYSTEMS INC | |||||||||||
| 521742015 | GLASS & GLAZING SUBCONTRACTOR | S | 8520 PEPCO PLACE | UPPER MARLBORO | MD | 20772 | MD | ||||
| WRIGHT'S IRON & STEEL WORKS INC | |||||||||||
| 541362199 | MISCELLANEOUS STEEL | S | P O BOX 750 | ORANGE | VA | 22960 | VA | ||||
| WHITING-TURNER CONTRACTING CO | |||||||||||
| 520529450 | CONSTRUCTION | C | 300 E JOPPA ROAD | BALTIMORE | MD | 21286 | MD | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |