MILLWRIGHTS' LOCAL 1102 HEALTH AND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MILLWRIGHTS' LOCAL 1102 HEALTH AND (EIN 38-1968628)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2013-02-14
- IRS object ID
- 201320459349302702
- Schema version
- 2011v1.5
- 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 | 2013-02-14T16:29:22-06:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | 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 | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381968628 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLWRIGHTS' LOCAL 1102 HEALTH AND | BusinessNameLine1 |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 5173517502 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 489179275 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK BENSONTHOMAS WOODBECK | Name |
| Title | CHAIRMAN/SECRETARY | Title |
| Phone | 5173517502 | Phone |
| Date Signed | 2012-09-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN STULZ | Name |
| Phone | 5868836240 | Phone |
| Date Prepared | 2013-02-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28941862 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16520654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17606214 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 163196 | InvestmentIncomePriorYear |
| Investment Income Current Year | -2010224 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 367367 | OtherRevenuePriorYear |
| Other Revenue Current Year | -31528 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17051217 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15564462 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 17428802 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 13963601 | 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 | 187803 | OtherExpensePriorYear |
| Other Expenses Current Year | 156306 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17616605 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14119907 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -565388 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1444555 | RevenuesLessExpensesCY |
| Total Assets BOY | 11750398 | TotalAssetsBOY |
| Total Assets EOY | 11893206 | TotalAssetsEOY |
| Total Liabilities BOY | 11647289 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8280531 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 103109 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3612675 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13963601 | Expense |
| Description | TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS. | Description |
| Total Program Service Expense | 13963601 | TotalProgramServiceExpense |
| 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 | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | 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 | false | 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 |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIC INTERNATIONAL CORPORATION | NamePerson |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| FRANK BENSON | |||||
| CHAIRMAN | 1.00 | X | 0 | 103335 | 37436 |
| KELLY JAMES RALEIGH | |||||
| TRUSTEE | 1.00 | X | 0 | 74613 | 39273 |
| MICHAEL BARNWELL | |||||
| TRUSTEE | 1.00 | X | 0 | 68854 | 19018 |
| THOMAS WOODBECK | |||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 |
| JAMES SCHULTZ | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DAVID HURST | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| GREGORY D ABBOTT | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 246802 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 95727 | 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 | 600 EAST LAFAYETTE D517 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | HEALTH BENEFIT | DescriptionOfServices |
| Compensation | 924116 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 238900 | 14208100 | 14208100 |
| PARTICIPANT SELF-PAYS | 900099 | 3398114 | 3398114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17606214 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15710 | RelatedOrExemptFunctionIncome |
| Exclusion | $196,709 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11154757 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13377400 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2222643 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2222643 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2222643 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LIQUIDATED DAMAGES | 900099 | 14457 | 14457 |
| COBRA SUBSIDY | 900099 | 3001 | 3001 |
| MEDICARE PART D SUBSIDY | 900099 | -48986 | -48986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -31528 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15564462 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15367753 | RelatedOrExemptFunctionIncome |
| Exclusion | $196,709 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13963601 | Total |
| Program Services | 13963601 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42474 | Total |
| Management And General | 42474 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16900 | Total |
| Management And General | 16900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20785 | Total |
| Management And General | 20785 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8900 | Total |
| Management And General | 8900 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35026 | Total |
| Management And General | 35026 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9421 | Total |
| Management And General | 9421 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10387 | Total |
| Management And General | 10387 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| HIPAA COMPLIANCE CHARGES | 7965 | 7965 |
| SUMMARY ANNUAL REPORTING | 4448 | 4448 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14119907 | Total |
| Program Services | 13963601 | ProgramServices |
| Management And General | 156306 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1777471 | BOY |
| EOY | 1184338 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2540166 | BOY |
| EOY | 1691390 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2730304 | BOY |
| EOY | 3083182 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4702457 | BOY |
| EOY | 5934296 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11750398 | BOY |
| EOY | 11893206 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424289 | BOY |
| EOY | 465531 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11223000 | BOY |
| EOY | 7815000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11647289 | BOY |
| EOY | 8280531 | 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 | 103109 | BOY |
| EOY | 3612675 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103109 | BOY |
| EOY | 3612675 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11750398 | BOY |
| EOY | 11893206 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1444555 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2065011 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $6,660,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,155,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7815000 | TotalOfAmounts |
| Total Revenue | 15564462 | TotalRevenue |
| Total Expenses | 14119907 | TotalExpenses |
| Excess Or Deficit For Year | 1444555 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2065011 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2065011 | TotalAdjustments |
| Excess Or Deficit Per FS | 3509566 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17608688 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2065011 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2065011 | RevenueNotRptdF990 |
| Revenue Subtotal | 15543677 | RevenueSubtotal |
| Investment Expenses Not Included | 20785 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 20785 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15564462 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14099122 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 14099122 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 20785 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 20785 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14119907 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TURSTEES OF THE FUND IS AS '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. LINE 12 - ANNUALLY, EACH TRUSTEES MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUSETIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTERST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED. |
| 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 THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEES IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, PRIOR TO ITS FILING WITH THE IRS. |
| 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 OF ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICT OF INTEREST POLICY. |
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 |
| 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 |
| 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 III IV V 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 2012 THERE WERE 136 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 INCLUDING NAMES ADDRESSES AND OTHER CONTACT INFORMATION HOWEVER THE FUND DOES NOT HAVE AND HAS NO REASONABLE WAY TO OBTAIN MUCH OF THE INFORMATION TO BE REPORTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND THE EMPLOYERS LEGAL STRUCTURE EG CORPORATION OR PARTNERSHIP THE FOLLOWING IS A LISTING OF THOSE CONTRIBUTING EMPLOYERS WHICH IS THE EXTENT OF THE INFORMATION THE FUND HAS WITH RESPECT TO EACH EMPLOYER CONTRIBUTING EMPLOYERS COMMERCIAL CONTRACTING CORP BARTON MALOW CO DEARBORN MIDWEST CONVEYOR CO ELITE LINE SERVICES SHOP ATLANTIC PLANT MAINT INC DUKE DUKE SERVICES INC W SOULE COMPANY OVERHEAD CONVEYOR COMPANY TURBINE PROS LLC COMMERCIAL CONSTRUCTION INC ATLAS INDUSTRIAL HOLDINGS LLC AIRCO INDUSTRIAL CONTRACTORS CENTRAL CONVEYOR SHOULDICE BROTHERS INC PRO SERVICES INC CENTRAL CONVEYOR ALSO SHOP MTI GLOBAL SERVICES LESCO DESIGN MFG CO WALBRIDGE EQUIPMENT INSTALLATION HACKETT CONSTRUCTION GEM INDUSTRIAL INC MICHIGAN CARPENTERS HW FUND DEMARIA BUILDING COMPANY INC C M F GROUP METRO INDUSTRIAL CONTRACTING ARISTEO CONSTRUCTION ALBERICI CONSTRUCTORS MICHIGAN REGIONAL COUNCIL CARPENTERS WEBB JERVIS B URS ENERGY CONSTRUCTION INTERNL IND CONTR CORP AUTOMATIC SYSTEMS INC N B PROCESSING INC LIBERTY FABRICATORS INC SIEMENS PWR GNRTH SRVC CO MEYER CR SONS COMPANY JERGENS PIPING CORPORATION LAKESHORE ENGINEERING SERVICES MERIDIAN INDUSTRIAL WLDNG SR DULUTH SERVICES INC DAY ZIMMERMANN NPS AMERICAN INDUSTRIAL SUPPORT CRITTENDEN CONST CO INC WASHINGTON GROUP MILLWRIGHTS APPRENTICE SCHOOL BEN HUR CONSTRUCTION CO CARP OF W PA FRINGE BENEFIT FUNDS N K C CONVEYOR INSTALLATION CO THE STATE GROUP IND USA LIMIT HENKELS MCCOY INC BELT MAINTENANCE MIDWEST HEARTLAND HEALTH CARE FUND R M F NOOTER INC BABCOCK WILCOX CONST CO DUKE DUKE SERVICES INC CARP OF PHILADELPHIA BENEFITS CONSTR IND OF ROCKFORD BENEFIT CARPENTERS INDUSTRIAL COUNCIL MICHIGAN CARPENTERS APPR TRNG CARPS HEALTH OF KANSAS CITY INDUSTRIAL POWER SYSTEMS INC MIDAMERICAN GUNITE INC DURR SYSTEMS INC BELT MAINT MIDWEST MALACE FACILITIES SERVICES STONE WEBSTER CONSTR INDKY CARPENTERS WELFARE FUND SCHWEITZER INC MECHANICAL CONSULTANTS INC PROCESS PIPING EQUIPMENT INC OLAUGHLIN CONSTRUCTION CO MIDSOUTH CARP RC HEALTH FUND SYSTEMS ENTERPRISE CORP SECO STATE CONVEYOR SERVICE TRADEMARK INDUSTRIAL LLC HWX SERVICES LLC MILLWRIGHTS LOCAL UNION 1102 STEELCON INC OHIO CARP HEALTH WELFARE FUND INDUSTRIAL MAINTENANCE GROUP CENTRAL ILL CARPENTERS BENEFIT TEXAS CARPENTERS HEALTH FUND ALASKA CARPENTERS HEALTH INDUSTRIAL CONTRACTORS INC WOOD GROUP FIELD SERVICES OKLAHOMA ARKANSAS CARPENTERS CARPENTERS TRST OF WEST WASH FACILITIES SOLUTION CORP CONSTRUCTION INDUS HW FUND MILLWRIGHT SERVICES B P MILLWRIGHT SERVICES LLC AP COM POWER INC TX CARP MILLWRIGHTS HEALTH K C I INC MCT SERVICES LLC HAYES MECHANICAL EASTERN DIST CNCL CARP 1402 TX CARP MILLWRIGHTS BENEFITS NY CITY CARP BENEFIT FUNDS UNITED SKILLED TRADE BISMARK MANDAN CARPENTERS 1091 LOUISIANA CARP R C HEALTH FUND PRECISION COOLING TOWERS INC DUNCAN MACHINERY MOVER BOLDT COMPANY OREGONWASHINGTON CARPENTERS INTERNATIONAL COOLING TOWER WESTERN INDUSTRIAL CONTRACTORS POWER SUPPORT SERVICES INC CARPENTERS HW FOR NO CALIF PRECISE PREDICTIONS INC CUSTOM MECHANICAL CONST INC ZIGGYS MACHINERY MOVING SIMPSON IND SERVICES FATA AUTOMATION INC CONSTR INDUS HW FUND BOWEN ENGINEERING CORPORATION MARLEY COOLING TOWER COMPANY CHICAGO DC OF CARP HEALTH FUND CULVER DEVELOPMENT LLC SW OHIO RC OF CARPENTERS SO EASTERN CARP MILLWRIGHTS CARP HEALTH FUNDS CARP SO CALIFORNIA ADMIN CORP B K B CONSTRUCTION INC J S M ASSOCIATES LLC PLUMBERS STEAMFITTERS LU 247 NORTHSHORE CONSTRUCTION CO AFLAGC BUILDING TRADES PLAN ARDCO LLC ROYAL ARC WELDING CONTINENTAL IND SER SUPPLY RLC INC KVM DOOR SYSTEMS INC MACAL INC WALBRIDGE FACILITY MANAGEMENT | Explanation |