SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUND (EIN 23-7165969)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2013-08-15
- IRS object ID
- 201342279349302074
- 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 | 2013-08-15T11:21:11-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT STREET SUITE 1A | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485021649 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237165969 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS LOCAL NO 80 | BusinessNameLine1 |
| Business Name Line2 | INSURANCE TRUST FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEE | NameControl |
| Phone | 2488139800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 480983446 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY ASHER | Name |
| Title | CHAIRMAN | Title |
| Phone | 2488139800 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK HURST | Name |
| PTIN | P00057187 | PTIN |
| Phone | 8107675350 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANTHONY ASHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 48098 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17234243 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BENESYSINC.COM/SHEET80FRINGE.ASP | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH, LIFE, DENTAL, VISION, ORTHODONTIC, HEARING, PHARMACEUTICAL, AND WEEKLY DISABILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | 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 | 14405617 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15424519 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 189627 | InvestmentIncomePriorYear |
| Investment Income Current Year | 149676 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14595244 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15574195 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 10962351 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 12377431 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | 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 | 1226692 | OtherExpensePriorYear |
| Other Expenses Current Year | 1047741 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12189043 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13425172 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2406201 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2149023 | RevenuesLessExpensesCY |
| Total Assets BOY | 7396371 | TotalAssetsBOY |
| Total Assets EOY | 10077630 | TotalAssetsEOY |
| Total Liabilities BOY | 1944827 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2611538 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5451544 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7466092 | NetAssetsOrFundBalancesEOY |
| Mission Description | COLLECTION OF EMPLOYER CONTRIBUTIONS AND DISBURSEMENTS OF HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHICH IS THE EXEMPT PURPOSE OF THE FUND. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12762919 | Expense |
| Revenue | 15424519 | Revenue |
| Description | COLLECTION OF EMPLOYER CONTRIBUTIONS AND DISBURSEMENT OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHICH IS THE EXEMPT PURPOSE OF THE FUND. | Description |
| Total Program Service Expense | 12762919 | TotalProgramServiceExpense |
| 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 | 1 | 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 | 0 | 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 |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 936 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | BENESYS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2488139800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE STE 300 | AddressLine1 |
| City | TROY | City |
| State | MI | State |
| ZIP Code | 48098 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| MRMARK SABA | |||||
| SECRETARY | 1.00 | X | 0 | 110958 | 0 |
| MR ANTHONY ASHER | |||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 |
| MR ERIC MCPHERSON | |||||
| TRUSTEE | 1.00 | X | 0 | 97983 | 0 |
| MR DAVID KARL | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MR KEITH TRELFA | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MRNICK SERAPHINOFF | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MS STACY HUFFMAN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MR RICK MEAD | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MR PHILLIP MCSHANE | |||||
| 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 | 208941 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | 12965884 | 12965884 |
| EMPLOYEE CONTRIBUTIONS | 900099 | 2458635 | 2458635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15424519 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117283 | TotalRevenueColumn |
| Exclusion | $117,283 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1692441 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1660048 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32393 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32393 | TotalRevenueColumn |
| Exclusion | $32,393 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15574195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15424519 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $149,676 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12377431 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 734489 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34763 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19190 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36253 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29588 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2001 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8230 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| OTHER EXPENSE | 96778 |
| COLLECTION EXPENSE | 79449 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13425172 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2741036 | BOY |
| EOY | 3380941 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 928888 | BOY |
| EOY | 1058899 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652791 | BOY |
| EOY | 557575 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3067095 | BOY |
| EOY | 5069903 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6562 | BOY |
| EOY | 10312 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7396371 | BOY |
| EOY | 10077630 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87827 | BOY |
| EOY | 76631 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1857000 | BOY |
| EOY | 2534907 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1944827 | BOY |
| EOY | 2611538 | 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 | 0 | BOY |
| EOY | 0 | 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 | 5451544 | BOY |
| EOY | 7466092 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5451544 | BOY |
| EOY | 7466092 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7396371 | BOY |
| EOY | 10077630 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2149023 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -134475 | ReconcilationOtherChanges |
| 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 Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. GOVERNMENT AGENCY OBLIGATIONS | 1364032 | F |
| CORPORATE BONDS AND NOTES | 462649 | F |
| COMMON STOCK | 2453775 | F |
| MONEY MARKET FUNDS | 218239 | F |
| MUTUAL FUNDS | 571208 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5069903 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BENEFIT CLAIMS PAYABLE | $2,483,000 |
| DEFERRED SELFPAY REVENUE | $51,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2534907 | TotalOfAmounts |
| Total Revenue | 15574195 | TotalRevenue |
| Total Expenses | 13425172 | TotalExpenses |
| Excess Or Deficit For Year | 2149023 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -134475 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -134475 | TotalAdjustments |
| Excess Or Deficit Per FS | 2014548 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15403431 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -134511 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -134511 | RevenueNotRptdF990 |
| Revenue Subtotal | 15537942 | RevenueSubtotal |
| Investment Expenses Not Included | 36253 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 36253 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15574195 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12762919 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -626000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -626000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13388919 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 36253 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 36253 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13425172 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | Identifier |
| Explanation | DECREASE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE -626,000. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THE FUND MAY NOT RECEIVE DEDUCTIBLE CONTRIBUTIONS UNDER SECTION 170(C). | PART V, LINE 7 | THEREFORE, LINES 7A THROUGH 7H ARE NOT APPLICABLE. |
| FORM 990, PART VI, SECTION A, 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. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FUND'S BOARD OF TRUSTEES ADOPTED AMENDMENTS TO ITS PLAN DOCUMENT DURING THE TAX YEAR THAT: REFLECTED CHANGES IN FUNDS'S SERVICE PROVIDERS; WERE REQUIRED TO COMPLY WITH THE PATIENT PROTECTION AND AFFORDABLE CARE ACT; CLARIFIED THE DIFFERENT CLASSIFICATION OF EMPLOYEES COVERED BY THE PLAN, THE ELIGIBILITY RULES FOR EACH CLASS, AND THE BENEFITS PROVIDED TO EACH CLASS; UPDATED THE BENEFITS THE FUND PROVIDES; CLARIFIED RULES AND BENEFITS FOR RETIRED PARTICIPANTS; UPDATED THE PLAN'S EXCLUSIONS AND LIMITATIONS; AND, UPDATED THE CLAIMS AND APPEALS PROVISION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FUND IS ADMINISTERED BY A BOARD OF EIGHT TRUSTEES, COMPRISED OF FOUR UNION TRUSTEES AND FOUR EMPLOYER TRUSTEES. THE UNION TRUSTEES ARE ELECTED BY THE LOCAL UNION MEMBERSHIP, EITHER DIRECTLY INTO A TRUSTEE POSITION OR INTO AN OFFICE POSITION OF THE LOCAL UNION FROM WHICH HE HOLDS HIS FUND TRUSTEESHIP EX OFFICIO. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO EACH TRUSTEE BEFORE IT IS FILED WITH THE IRS. IN ADDITION, IT IS PRESTENED AND APPROVED BY THE FULL BOARD OF TRUSTEES AT A MEETING, SUBJECT TO REVIEW BY, AND APPROVAL OF, THE FUND'S LEGAL COUNSEL. | |
| EACH TRUSTEE MUST ANNUALLY ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL | PART VI, LINE 12B | QUESTIONNAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. |
| PART VI, LINE 15: THE FUND DID NOT HAVE ANY EMPLOYEES THAT MET THE DEFINITIONS IN THE PLAN YEAR. IF THE FUND DID HAVE EMPLOYEES THAT MET THE LISTED DEFINITIONS, THEN ANY COMPENSATION WOULD HAVE BEEN ESTABLISHED IN ACCORDANCE WITH THE PROCESS DESCRIBED IN PART VI, LINE 15A OF FORM 990. | ||
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -134,475. |
| FORM 990, PART 1, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BENEFITS FOR ELIGIBLE PARTICIPANTS. | |
| PART VII, LINE 1A | THE TRUSTEES OF THE FUND SERVE WITHOUT COMPENSATION FROM THE FUND, BUT SOME ARE COMPENSATED AS EMPLOYEES OF ENTITIES THAT ARE CONSIDERED RELATED ORGANIZATIONS TO THE FUND FOR PURPOSES OF FORM 990. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Controlled OrgControlledOrg | EINEIN |
|---|---|---|---|---|---|---|
| CITY OF DETROIT | ||||||
| 2 WOODWARD AVENUE SUITE 644 | DETROIT | MI | 48226 | MI | 0 | |
| SMACNA DETROIT CHAPTER | ||||||
| 3221 W BIG BEAVER ROAD SUITE 305 | TROY | MI | 48084 | MI | 0 | |
| SHEET METAL WORKERS LOCAL UNION NO 80 APPRENTICESHIP FUND | ||||||
| 32700 DEQUINDRE | WARREN | MI | 48092 | MI | 0 | |
| SHEET METAL WORKERS LOCAL UNION NO 80 ANNUITY FUND | ||||||
| 700 TOWER DRIVE SUITE 300 | TROY | MI | 480982808 | MI | 0 | 382941426 |
| SHEET METAL WORKERS LOCAL UNION NO 80 PENSION FUND | ||||||
| 700 TOWER DRIVE SUITE 300 | TROY | MI | 480982808 | MI | 0 | 386105633 |
| SHEET METAL WORKERS LOCAL UNION NO80 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND | ||||||
| 700 TOWER DRIVE SUITE 300 | TROY | MI | 480982808 | MI | 0 | 386112387 |
| SHEET METAL WORKERS LOCAL UNION | ||||||
| 17100 W 12 MILE ROAD 2ND FLOOR | SOUTHFIELD | MI | 48076 | MI | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|
| CEI MICHIGAN LLC | ||||||
| PO BOX 200 2140 INDUSTRIAL DR | HOWELL | MI | 48843 | MI | 0 | 0 |
| SDI EXTERIOR SYSTEMS LLC | ||||||
| 20791 RANDALL | FARMINGTON HILLS | MI | 48336 | MI | 0 | 0 |
| CONQUEST MANUFACTURING LLC | ||||||
| 28408 LORNA AVE | WARREN | MI | 48092 | MI | 0 | 0 |
| HMW CONTRACTING LLC | ||||||
| 12855 BURT ROAD | DETROIT | MI | 48223 | MI | 0 | 0 |
| HERITAGE MECHANICAL LL | ||||||
| 522 BIDDLE | WYANDOTTE | MI | 48192 | MI | 0 | 0 |
| SUMMIT ROOFING LLC | ||||||
| 1755 WALDON RD | LAKE ORION | MI | 48359 | MI | 0 | 0 |
| MECHANICAL DESIGN & INSTALLATION LLC | ||||||
| 47924 WEST RD | WIXOM | MI | 48393 | MI | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (92 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|
| BARMATIC INSPECTING COMPANY | ||||
| 1771 DIX | LINCOLN PARK | MI | 48146 | MI |
| SCHENA ROOFING & SHEET METAL C | ||||
| 28299 KEHRIG DRIVE | NEW BALTIMORE | MI | 48047 | MI |
| KNAPPS ARCHITECTURAL METAL WOR | ||||
| 706 EGRAND BLANC RD | GRAND BLANC | MI | 48439 | MI |
| DENNIS HEATING & COOLING | ||||
| 17501 FRANCIS STREET | MELVINDALE | MI | 48122 | MI |
| BRINES REFRIGERATION INC | ||||
| 26400 SOUTHFIELD RD | LATHRUP VILLAGE | MI | 48076 | MI |
| BRINKER TEAM CONSTRUCTION CO | ||||
| 815 W GRAND BLVD | DETROIT | MI | 48216 | MI |
| CROWN CORR INC | ||||
| BOX 1750 | HIGHLAND | IN | 46322 | IN |
| VM SYSTEMS INC | ||||
| 3125 HILL AVENUE | TOLEDO | OH | 43607 | OH |
| MICHIGAN METAL WALLS INC | ||||
| 1410 MCKINLEY | WYANDOTTE | MI | 48192 | MI |
| EXTERIOR METALS INC | ||||
| 3162 EAST HEMPHILL | BURTON | MI | 48529 | MI |
| MARTINEZ MECHANICAL INC | ||||
| 29701 WEST 6 MILE ROAD STE 140A | LIVONIA | MI | 48152 | MI |
| MW MORSS ROOFING | ||||
| 15423 OAKWOOD DR | ROMULUS | MI | 48174 | MI |
| DEE CRAMER INC | ||||
| 4221 EBALDWIN RD | HOLLY | MI | 48442 | MI |
| BUMLER MECHANICAL INC | ||||
| 6260 18-1/2 MILE RD | STERLING HGTS | MI | 48314 | MI |
| CONDOR METAL ROOFING & SIDING | ||||
| 11800 EAST 9 MILE | WARREN | MI | 48089 | MI |
| COMMERCIAL COMFORT SYSTEMS | ||||
| PO BOX 8792 | MAUMEE | OH | 43537 | OH |
| HALEY MECHANICALINC | ||||
| PO BOX 417 | DEXTER | MI | 48130 | MI |
| BEST IMPRESSIONSINC | ||||
| 32680 NEWMAN | FRASER | MI | 48026 | MI |
| E W ENSROTH COMPANY | ||||
| 24621 SCHOENHERR RD | WARREN | MI | 48089 | MI |
| FULLER HEATING COMPANY | ||||
| 777 S WAGNER ROAD | ANN ARBOR | MI | 48103 | MI |
| GREAT LAKES HOTEL SUPPLY COMPA | ||||
| 1961 GRAND RIVER AVENUE | DETROIT | MI | 48226 | MI |
| GREAT LAKES MTL PANEL SYS INC | ||||
| 13640 WEST STATE RD | GRAND LEDGE | MI | 48837 | MI |
| LIBERTY SHEET METAL | ||||
| 4715 22 MILE RD | UTICA | MI | 48317 | MI |
| LIMBACH COMPANY | ||||
| 926 FEATHERSTONE PO BOX 432099 | PONTIAC | MI | 483420728 | MI |
| MCSHANE MECHANICAL CONTRACTING | ||||
| 2055 EASY STREET | COMMERCE TWP | MI | 48390 | MI |
| ROBERTSON MORRISON INC | ||||
| 4721 RUNWAY BLVD | ANN ARBOR | MI | 48108 | MI |
| S & Z SHEETMETAL INC | ||||
| 5237 COMMERCE ROAD | FLINT | MI | 48507 | MI |
| A-1 SPECIALTY SERVICES | ||||
| 1416 W 8 MILE | FERNDALE | MI | 48220 | MI |
| NORTH ROOFING (GORDON) | ||||
| 1870 OPDYKE ROAD | AUBURN HILLS | MI | 48326 | MI |
| NORTH STAR REFRIGERATION | ||||
| 50650 CORPORATE DRIVE SUITE A | SHELBY TOWNSHIP | MI | 48315 | MI |
| AMERICAN MECHANICAL | ||||
| 4305 DELEMERE BLVD | ROYAL OAK | MI | 480731806 | MI |
| ALLIED VENTILATION INC | ||||
| 21714 SCHMEMAN | WARREN | MI | 48089 | MI |
| SYSTEMP CORP | ||||
| 3909 INDUSTRIAL DRIVE | ROCHESTER HILLS | MI | 48309 | MI |
| MACOMB HEATING & COOLING INC | ||||
| 6250 19 MILE ROAD | STERLING HEIGHTS | MI | 48314 | MI |
| BLOOM ROOFING SYSTEMS INC | ||||
| 12238 EMERSON DRIVE | BRIGHTON | MI | 48116 | MI |
| MOTOR CITY VENTILATION INC | ||||
| 5851 W FORT STREET | DETROIT | MI | 48209 | MI |
| MI LABOR INC | ||||
| 64200 TIPPERARY | WASHINGTON TWP | MI | 48095 | MI |
| VENTILATION SYSTEMS INC | ||||
| PO BOX 287 | HARTLAND | MI | 48353 | MI |
| MJ MECHANICAL INC | ||||
| 11787 PRIOR RD | ST CHARLES | MI | 48655 | MI |
| UNIVERSAL WALL SYSTEMS INC | ||||
| 6119 28TH STREET SE SUITE 1B | GRAND RAPIDS | MI | 49546 | MI |
| KOOL HEATING & COOLING | ||||
| PO BOX 1096 | PERRYSBURG | OH | 43552 | OH |
| EL MECHANICAL INC | ||||
| PO BOX 34427 | DETROIT | MI | 48234 | MI |
| JOHNSON CONTROLS | ||||
| 507 E MICHIGAN ST | MILWAUKEE | WI | 532025211 | WI |
| WITT MECHANICAL INC | ||||
| 28722 WALL STREET | WIXOM | MI | 48393 | MI |
| METRO AIR INC | ||||
| 6689 ORCHARD LAKE RD SUITE 320 | WEST BLOOMFIELD | MI | 48322 | MI |
| ROYAL-WEST ROOFING & SHEET METAL LLC | ||||
| 10505 PLAZA DRIVE STE B | WHITMORE LAKE | MI | 48189 | MI |
| AERODYNAMICS INSPECTING COMP | ||||
| 6325 CHASE ROAD | DEARBORN | MI | 48126 | MI |
| DETROIT CORNINCE AND SLATE CO INC | ||||
| 1315 ACADEMY | FERNDALE | MI | 48220 | MI |
| ERV EHLERS COMPANY | ||||
| 30885 EIGHT MILE RD | LIVONIA | MI | 48152 | MI |
| WJ O'NEIL COMPANY | ||||
| 35457 INDUSTRIAL | LIVONIA | MI | 48150 | MI |
| J & J METAL PRODUCTS | ||||
| 34145 GROESBECK | CLINTON TWP | MI | 48035 | MI |
| RE LEGGETTE COMPANY | ||||
| 9335 ST STEPHENS | DEARBORN | MI | 48126 | MI |
| ALLIANCE AIR CONDITIONING & HE | ||||
| 20800 HUBBELL | OAK PARK | MI | 482373019 | MI |
| PARTLAN-LABADIE SHEET METAL CO | ||||
| 12901 CLOVERDALE | OAK PARK | MI | 48237 | MI |
| ROYAL ROOFING CO INC | ||||
| 2445 BROWN RD | ORION | MI | 48359 | MI |
| SCHREIBER CORPORATION | ||||
| 29945 BECK ROAD | WIXOM | MI | 48393 | MI |
| RW MEAD & SONS INC | ||||
| 33795 RIVIERA DRIVE | FRASER | MI | 48026 | MI |
| RENE VANASSCHE & SONS COMPANY | ||||
| 21530 GROESBECK | WARREN | MI | 48089 | MI |
| TEMPCO MECHANICAL CONTRACTORS | ||||
| 24383 INDOPLEX CIRCLE | FARMINGTON HILLS | MI | 48335 | MI |
| HUTZEL PLUMBING & HEATING CO | ||||
| 2311 SOUTH INDUSTRIAL HWY | ANN ARBOR | MI | 48104 | MI |
| APPLEGATE INC | ||||
| 485 EAST SOUTH STREET | JACKSON | MI | 49203 | MI |
| SANI-VAC SERVICE INC | ||||
| 5750 ENTERPRISE CT | WARREN | MI | 480923462 | MI |
| JD CANDLER ROOFING CO INC | ||||
| 31111 INDUSTRIAL | LIVONIA | MI | 48150 | MI |
| CDP ENVIRONMENTAL INC | ||||
| 16525 EASTLAND | ROSEVILLE | MI | 48066 | MI |
| ANN ARBOR ROOFING COMPANY | ||||
| PO BOX 347 | WHITMORE LAKE | MI | 481890347 | MI |
| ENVIRO-AIRE INC | ||||
| 28915 HARPER AVENUE | ST CLAIR SHORES | MI | 48081 | MI |
| NEWTON CRANE ROOFING INC | ||||
| 353 N CASS AVE | PONTIAC | MI | 48058 | MI |
| BARON MECHANICAL CONTRACTORS INC | ||||
| 30621 INDUSTRIAL RD | LIVONIA | MI | 48150 | MI |
| INTERNATIONAL TEST & BALANCE INC | ||||
| 380 NORTHWEST HWY | DES PLAINES | IL | 600162201 | IL |
| LADUKE CORPORATION | ||||
| 10311 CAPITAL AVENUE | OAK PARK | MI | 48237 | MI |
| LYON MECHANICAL CONTRACTORSINC | ||||
| PO BOX 130 | NEW HUDSON | MI | 48165 | MI |
| ABSOLUT BALANCING CO INC | ||||
| 9712 HARMON LANE | SOUTH LYON | MI | 48178 | MI |
| TEMP ASURE DBA WEBB MECHANICAL & ELECTRICAL CONTRACTORS | ||||
| 12681 DELTA DR | TAYLOR | MI | 48180 | MI |
| T F BECK COMPANY | ||||
| 2222 DEVONDALE ROAD | ROCHESTER HILLS | MI | 48309 | MI |
| QUALITY ROOFING INCORPORATED | ||||
| 6201 EARHART RD | ANN ARBOR | MI | 48105 | MI |
| SET DUCT MANUFACTURING INC | ||||
| 7800 INTERVALE | DETROIT | MI | 48238 | MI |
| VENTCON INC | ||||
| 500 ENTERPRISE DRIVE | ALLEN PARK | MI | 48101 | MI |
| MCM FIXTURE COMPANY | ||||
| 21306 JOHN R | HAZEL PARK | MI | 48030 | MI |
| MECHANICAL SHEET METAL CO | ||||
| 723 WALNUT | WYANDOTTE | MI | 48192 | MI |
| MEP MECHANICAL SERVICES LLC | ||||
| 12125 W SILVER SPRING RD | MILWAUKEE | WI | 53225 | MI |
| GREAT LAKES MECHANICAL | ||||
| 3800 MAPLE | DEARBORN | MI | 48126 | MI |
| CURBS & DAMPER PRODUCTS INC | ||||
| 16525 EASTLAND | ROSEVILLE | MI | 48066 | MI |
| METRO ENVIRONMENTAL INC | ||||
| 22656 15 MILE RD | CLINTON TWP | MI | 48035 | MI |
| S & M SHEET METAL LTD | ||||
| 23262 TELEGRAPH | SOUTHFIELD | MI | 48034 | MI |
| MW METALS INCORPORATED | ||||
| 6201 EARHART ROAD | ANN ARBOR | MI | 48105 | MI |
| CONTI MECHANICAL INC | ||||
| 6417 CENTER DRIVE | STERLING HEIGHTS | MI | 48312 | MI |
| DANBOISE MECHANICAL | ||||
| 31625 GRAND RIVER | FARMINGTON | MI | 48336 | MI |
| CUSTOM ARCHITECTURAL SHEETMETAL SPECIALISTS INC | ||||
| 5641 CONNER AVENUE | DETROIT | MI | 48213 | MI |
| THE FRED CHRISTEN & SONS COMPANY | ||||
| 12830 MANSFIELD | DETROIT | MI | 48227 | MI |
| AIRFLOW TESTING INC | ||||
| 1105 DIX ROAD | LINCOLN PARK | MI | 48146 | MI |
| GOYETTE MECHANICAL CO INC | ||||
| 3842 GERRY AVE | FLINT | MI | 48506 | MI |
| FORCED AIR SYSTEMS INC | ||||
| 42258 YEAREGO DR | STERLING HEIGHTS | MI | 48314 | MI |
| 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IDENTIFICATION OF RELATED ORGANIZATIONS: | Identifier |
| Return Reference | PARTS II, III, AND IV | ReturnReference |
| Explanation | THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST FUND AS DEFINED BY 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 MAY 31, 2012, THERE WERE 369 CONTRIBUTING EMPLOYERS TO THE FUND. UNDER THE INSTRUCTIONS TO SCHEDULE R, THOSE EMPLOYERS ARE CONSIDERED "RELATED ORGANIZATIONS". THE FUND'S 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 THE EMPLOYER'S LEGAL STRUCTURE. THE LIST ON SCHEDULE R INCLUDES THE NAMES AND ADDRESSES OF THE CONTRIBUTING EMPLOYERS WITH ADDRESSES, WHICH IS THE EXTENT OF THE INFORMATION THE FUND HAS WITH RESPECT TO EACH EMPLOYER, AND COMPORTS WITH THE INSTRUCTIONS FOR THE 2012 SCEDULE R (FORM 990). | Explanation |
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