BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD (EIN 23-2892285)
- Tax period
- 2009-05-01 to 2010-04-30
- Filed
- 2011-02-01
- IRS object ID
- 201140329349300304
- Schema version
- 2009v1.7
- 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 | 2011-02-01T09:40:26-06:00 | Timestamp |
| Tax Period End Date | 2010-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN J MIRARCHI CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W BALTIMORE PIKE STE 100A | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 190635639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232892285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRICKLAYERS AND ALLIED CRAFTWORKERS | BusinessNameLine1 |
| Business Name Line2 | LOCAL 1 PA/DE HEALTH & WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIC | NameControl |
| Phone | 2158569520 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2706 BLACK LAKE PLACE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19154 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY SHELDON | Name |
| Title | PLAN ADMINISTRATOR | Title |
| Phone | 2158569520 | Phone |
| Date Signed | 2011-01-26 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN J MIRARCHI CPA | Name |
| Phone | 6105586845 | Phone |
| Date Prepared | 2011-01-24 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TIMOTHY SHELDON PLAN ADMINISTRATOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2706 BLACK LAKE PLACE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19154 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21289524 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.BAC1PA-DE.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18073161 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16772633 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -435028 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1037400 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 65584 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90162 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17703717 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17900195 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 19779593 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 17671980 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 456467 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 296127 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 246446 | OtherExpensePriorYear |
| Other Expenses Current Year | 320251 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20482506 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18288358 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2778789 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -388163 | RevenuesLessExpensesCY |
| Total Assets BOY | 9960740 | TotalAssetsBOY |
| Total Assets EOY | 9723124 | TotalAssetsEOY |
| Total Liabilities BOY | 2259844 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2133329 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7700896 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7589795 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | true | 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 |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| 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 |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 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 | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | 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 | TIMOTHY SHELDON | NamePerson |
| Telephone Number | 2158569663 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2706 BLACK LAKE PLACE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19154 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN PHILLIPS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRED CACCESE | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| FRED CHIARLANZA | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| GREGORY LEPORE | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| GEORGE POSNER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JOHN PUNTEL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JOSEPH BATTAGLIA | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DONALD ANDERSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DAVE CRAWFORD | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| NICK SABIA | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| CHRIS CLUADY | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| MARK CANNON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DALE DOUGLAS | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| TIMOTHY SHELDON | ||||||
| PLAN ADMIN | 50.00 | 102830 | 0 | 83477 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 102830 | TotalReportableCompFromOrg |
| Total Other Compensation | 83477 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 15605272 | 15605272 | |
| PARTICIPANT SELF-PAYMENTS | 1050547 | 1050547 | |
| INTEREST ON ER DELINQUENCIES | 76310 | $76,310 | |
| LIQUIDATED DAMAGES AND COSTS | 40504 | 40504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16772633 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183618 | TotalRevenueColumn |
| Exclusion | $183,618 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4243111 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3389329 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 853782 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 853782 | TotalRevenueColumn |
| Related Or Exempt Function Income | 853782 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE REIMBURSEMENTS | Description |
| Total Revenue Column | 90162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90162 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90162 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17900195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17640267 | RelatedOrExemptFunctionIncome |
| Exclusion | $259,928 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17671980 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183390 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42180 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54429 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16128 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68858 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103030 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31346 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43534 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13400 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2860 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1429 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7780 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PER CAPITA EXPENSE | 23325 |
| ACTUARIAL FEES | 18000 |
| TELEPHONE EXPENSE | 6316 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18288358 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1519357 | BOY |
| EOY | 849909 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2572403 | BOY |
| EOY | 2746001 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38470 | BOY |
| EOY | 1199681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27564 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5089 | BOY |
| EOY | 5027 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5825421 | BOY |
| EOY | 4922506 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9960740 | BOY |
| EOY | 9723124 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132726 | BOY |
| EOY | 279679 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2127118 | BOY |
| EOY | 1853650 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2259844 | BOY |
| EOY | 2133329 | 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 | 7700896 | BOY |
| EOY | 7589795 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7700896 | BOY |
| EOY | 7589795 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9960740 | BOY |
| EOY | 9723124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| 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 |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27564 | OtherCostOrOtherBasis |
| Depreciation | 22537 | Depreciation |
| Book Value | 5027 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5027 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| HEALTH INS PREM CONTINGENCY PAYABLE | $1,266,928 |
| DUE TO BROKER | $362,905 |
| BENEFIT OBLIGATIONS CURRENTLY PAYABL | $117,334 |
| AMOUNTS PAYABLE - OTHER FUNDS | $106,483 |
| PAYROLL TAXES PAYABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1853650 | TotalOfAmounts |
| Total Revenue | 17900195 | TotalRevenue |
| Total Expenses | 18288358 | TotalExpenses |
| Excess Or Deficit For Year | -388163 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 277062 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 277062 | TotalAdjustments |
| Excess Or Deficit Per FS | -111101 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18145911 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 277062 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 277062 | RevenueNotRptdF990 |
| Revenue Subtotal | 17868849 | RevenueSubtotal |
| Investment Expenses Not Included | 31346 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31346 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17900195 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18257012 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 18257012 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 31346 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 31346 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18288358 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIMOTHY SHELDON | NamePerson |
| Base Compensation Filing Org | 102830 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 83477 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 186307 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR AND JOINT BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. UNDER THE TERMS OF THAT POLICY ALL EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO REPORT TO THE PLAN ADMINISTRATOR ANY ACTIONS OR INCIDENTS WHICH MAY BE IN VIOLATION OF THE POLICY. IN ADDITION, ALL ACTIONS, EXPENSES AND OTHER TRANSACTIONS ENGAGED IN BY THE PLAN ADMINISTRATOR AND EMPLOYEES WHICH ARE UNDERTAKEN IN THE COURSE OF THEIR EMPLOYMENT OR WHICH RELATE TO THE BUSINESS OF THE ORGANIZATION ARE SUBJECT TO REVIEW BY THE ORGANIZATION'S JOINT BOARD OF TRUSTEES. THE ORGANIZATION, AS A MULTI-EMPLOYER COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN, IS SUBJECT TO REGULATION OF ITS INTERNAL OPERATIONS, INCLUDING FISCAL MATTERS, PURSUANT TO THE THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). IN ADDITION, THE ORGANIZATION IS SUBJECT TO PERIODIC REVIEWS BY THE DEPARTMENT OF LABOR. IF AS A RESULT OF THE ABOVE PROCESSES, ANY INCIDENTS OR ACTS ARE DETERMINED TO BE IN VIOLATION, OR TO BE A POTENTIAL VIOLATION, OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, SUCH INCIDENTS OR ACTS ARE BROUGHT TO THE ATTENTION OF THE PLAN ADMINISTRATOR AND/OR JOINT BOARD OF TRUSTEES OF THE PLAN FOR APPROPRIATE REMEDIAL ACTION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC |
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