MILLWRIGHTS' LOCAL 1102 HEALTH AND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MILLWRIGHTS' LOCAL 1102 HEALTH AND (EIN 38-1968628)
Tax period: 2010-05-01 to 2011-04-30
Filed: 2011-12-19
IRS object ID: 201103539349300405
Schema version: 2010v3.4
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
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-12-19T09:19:43-06:00	Timestamp
Tax Period End Date	2011-04-30	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	2010-05-01	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	2011-09-07	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRYAN STULZ	Name
Phone	5868836240	Phone
Date Prepared	2011-12-19	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	37501287	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	6	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	15047692	ProgramServiceRevenuePriorYear
Program Service Revenue CY	16520654	ProgramServiceRevenueCY
Investment Income Prior Year	-468121	InvestmentIncomePriorYear
Investment Income Current Year	163196	InvestmentIncomeCurrentYear
Other Revenue Prior Year	336709	OtherRevenuePriorYear
Other Revenue Current Year	367367	OtherRevenueCurrentYear
Total Revenue Prior Year	14916280	TotalRevenuePriorYear
Total Revenue Current Year	17051217	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	16810186	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	17428802	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	261151	OtherExpensePriorYear
Other Expenses Current Year	187803	OtherExpensesCurrentYear
Total Expenses Prior Year	17071337	TotalExpensesPriorYear
Total Expenses Current Year	17616605	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-2155057	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-565388	RevenuesLessExpensesCY
Total Assets BOY	12702331	TotalAssetsBOY
Total Assets EOY	11750398	TotalAssetsEOY
Total Liabilities BOY	11997976	TotalLiabilitiesBOY
Total Liabilities EOY	11647289	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	704355	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	103109	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	17428802	Expense
Description	TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS.	Description
Total Program Service Expense	17428802	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	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	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	6	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
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

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
THOMAS WOODBECK
SECRETARY	1.00	X	0	0	0
FRANK BENSON
CHAIRMAN	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
KELLY JAMES RALEIGH
TRUSTEE	1.00	X	0	0	0

Field	Value	IRS element (for citing)
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	901956	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	13664098	13664098
PARTICIPANT SELF-PAYS	2856556	2856556

Field	Value	IRS element (for citing)
Total Program Service Revenue	16520654	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	375304	TotalRevenueColumn
Exclusion	$375,304	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	20237962	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	20450070	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-212108	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-212108	TotalRevenueColumn
Related Or Exempt Function Income	-212108	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEDICARE PART D SUBSIDY	306310	306310
COBRA SUBSIDY	57015	57015
LIQUIDATED DAMAGES	4042	4042

Field	Value	IRS element (for citing)
Total Other Revenue	367367	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	17051217	TotalRevenueColumn
Related Or Exempt Function Income	16675913	RelatedOrExemptFunctionIncome
Exclusion	$375,304	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	17428802	Total
Program Services	17428802	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	59805	Total
Management And General	59805	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	31656	Total
Management And General	31656	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	16400	Total
Management And General	16400	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	9536	Total
Management And General	9536	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	11400	Total
Management And General	11400	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	30231	Total
Management And General	30231	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	7527	Total
Management And General	7527	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	8800	Total
Management And General	8800	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
HIPAA COMPLIANCE CHARGES	7691	7691
SUMMARY ANNUAL REPORTING	4757	4757

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	17616605	Total
Program Services	17428802	ProgramServices
Management And General	187803	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2055049	BOY
EOY	1777471	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1793247	BOY
EOY	2540166	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	668164	BOY
EOY	2730304	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	8185871	BOY
EOY	4702457	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	12702331	BOY
EOY	11750398	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	405976	BOY
EOY	424289	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	11592000	BOY
EOY	11223000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	11997976	BOY
EOY	11647289	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	704355	BOY
EOY	103109	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	704355	BOY
EOY	103109	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12702331	BOY
EOY	11750398	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-565388	ReconcilationRevenueExpenses
Reconcilation Other Changes	-35858	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	$10,140,000
CLAIMS INCURRED BUT NOT REPORTED	$1,083,000

Field	Value	IRS element (for citing)
Total Of Amounts	11223000	TotalOfAmounts
Total Revenue	17051217	TotalRevenue
Total Expenses	17616605	TotalExpenses
Excess Or Deficit For Year	-565388	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-35858	NetUnrealizedGLOnInvestments
Total Adjustments	-35858	TotalAdjustments
Excess Or Deficit Per FS	-601246	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	17005823	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-35858	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-35858	RevenueNotRptdF990
Revenue Subtotal	17041681	RevenueSubtotal
Investment Expenses Not Included	9536	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	9536	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	17051217	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	17607069	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	17607069	ExpensesSubtotal
Investment Expenses Not Included2	9536	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	9536	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	17616605	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	ALL BOARD MEMBRS ARE ELECTED BY THE MEMBERSHIP INTO OFFICER POSITIONS, FROM WHICH THEY HOLD THEIR TRUSTEESHIP EX OFFICIO.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC