BOILERMAKER VACATION TRUST: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BOILERMAKER VACATION TRUST (EIN 94-2630417)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-08-17
IRS object ID: 202602309349300400
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-17T16:23:10-05:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWNPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6101 BOLLINGER CANYON RD STE 400	AddressLine1Txt
City	SAN RAMON	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94583	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	942630417	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Boilermaker Vacation Plan	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% HS&BA	InCareOfNm
Business Name Control	BOIL	BusinessNameControlTxt
Phone	9258337300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4160 Dublin Boulevard Suite 100	AddressLine1Txt
City	Dublin	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94568	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	J TOM BACA	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	5102479027	PhoneNum
Signature	2026-08-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES N BROWNING	PreparerPersonNm
PTIN	P01451906	PTIN
Phone	9252779100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	J TOM BACA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4160 Dublin Boulevard 100	AddressLine1Txt
City	Dublin	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94568	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$133,603,524	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1963	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$40,455,708	PYProgramServiceRevenueAmt
CY Program Service Revenue	$41,799,752	CYProgramServiceRevenueAmt
PY Investment Income	$1,517,492	PYInvestmentIncomeAmt
CY Investment Income	$1,308,689	CYInvestmentIncomeAmt
PY Other Revenue	$243,120	PYOtherRevenueAmt
CY Other Revenue	$235,470	CYOtherRevenueAmt
PY Total Revenue	$42,216,320	PYTotalRevenueAmt
CY Total Revenue	$43,343,911	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$38,659,154	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$40,865,516	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$610,736	PYOtherExpensesAmt
CY Other Expenses	$684,934	CYOtherExpensesAmt
PY Total Expenses	$39,269,890	PYTotalExpensesAmt
CY Total Expenses	$41,550,450	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,946,430	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,793,461	CYRevenuesLessExpensesAmt
Total Assets BOY	$45,243,325	TotalAssetsBOYAmt
Total Assets EOY	$47,843,438	TotalAssetsEOYAmt
Total Liabilities BOY	$457,754	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,235,901	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$44,785,571	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$46,607,537	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	PROVIDED VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	HSBA	PersonNm
Phone	9258337300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4160 DUBLIN BLVD SUITE 100	AddressLine1Txt
City	dublin	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94568	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
J TOM BACA
CHAIRMAN	1.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
EDWARD L MCWHORTER
VICE CHAIRMAN	1.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JEFF KILEY
TRUSTEE - TERM. 10/2024	1.5	0.0	Yes (X)		$0	$0	$0
KATHY STAPP
Sec-treas. - TERM. 10/2024	1.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
JOHNNY BACA
TRUSTEE	1.5	0.0	Yes (X)		$0	$0	$0
Clint Penny
sec-treas. - eff. 10/2024	1.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
Raymond Maw
trustee - eff. 10/2024	1.5	0.0	Yes (X)		$0	$0	$0
SEE SCH O FOR COMPensation
PAID BY RELATED ORGANIZATIon	0.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CV ADMINISTRATIVE SERVICES INC
20910 REDWOOD BLVD SUITES E AND F	CASTRO VALLEY	CA	94546	PLAN ADMINISTRATION	$149,490
HSBA
4160 DUBLIN BLVD SUITE 100	DUBLIN	CA	94568	PLAN ADMINISTRATION	$202,996

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	EMPLOYER CONTRIBUTIONS	Desc
Business	525100	BusinessCd
Total Revenue Column	$41,799,752	TotalRevenueColumnAmt
Related Or Exempt Func Income	$41,799,752	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$41,799,752	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,148,925	TotalRevenueColumnAmt
Exclusion	$1,148,925	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$90,419,377	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$90,259,613	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$159,764	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$159,764	TotalRevenueColumnAmt
Exclusion	$159,764	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	ADMIN FEE INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$235,470	TotalRevenueColumnAmt
Related Or Exempt Func Income	$235,470	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$235,470	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$43,343,911	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,035,222	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,308,689	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$40,865,516	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$324,000	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$63,235	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,108	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$122,202	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$112,256	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$7,757	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$16,376	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$41,550,450	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$25,299	BOYAmt
EOY	$25,000	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$18,394,145	BOYAmt
EOY	$23,149,868	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,530,205	BOYAmt
EOY	$5,098,631	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$42,214	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$24,293,676	BOYAmt
EOY	$19,527,725	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,243,325	BOYAmt
EOY	$47,843,438	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,139	BOYAmt
EOY	$26,617	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$449,615	BOYAmt
EOY	$1,209,284	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$457,754	BOYAmt
EOY	$1,235,901	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$44,785,571	BOYAmt
EOY	$46,607,537	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$44,785,571	BOYAmt
EOY	$46,607,537	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,243,325	BOYAmt
EOY	$47,843,438	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,793,461	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$28,505	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
CASH OVERDRAFT	$1,004,338
DUE TO WSBIF	$204,946

Field	Value	IRS element (for citing)
Total Liability	$1,209,284	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$43,250,214	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$28,505	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$28,505	RevenueNotReportedAmt
Revenue Subtotal	$43,221,709	RevenueSubtotalAmt
Investment Expenses Not Incld	$122,202	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$122,202	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$43,343,911	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$41,428,248	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$41,428,248	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$122,202	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$122,202	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$41,550,450	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE D, PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	The Plan's administrator has analyzed the tax positions taken by the Plan and has concluded that, as of September 30, 2025 and 2024, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, Section A, LINE 2:	Johnny Baca and Tom Baca have a family relationship. They are father and son.
FORM 990, PART VI, SECTION B, LINE 11B:	FORM 990 IS REVIEWED BY THE CHAIRMAN AND VICE CHAIRMAN PRIOR TO FILING. A COPY IS PROVIDED TO ALL TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19:	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PLAN HAS MADE NO CHANGES TO THE AUDIT OVERSIGHT PROCESS.
FORM 990, PART VII, SECTION A, LINE 1A:	TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION, CONTACT THE TRUST FUND ADMINISTRATIVE OFFICE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	International Brotherhood of Boilermaker	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	753 State Ave	AddressLine1Txt
City	Kansas City	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	66101	ZIPCd

Field	Value	IRS element (for citing)
EIN	486031851	EIN
Primary Activities	LABOR ORG.	PrimaryActivitiesTxt
Legal Domicile State	KS	LegalDomicileStateCd
Exempt Code Section	501(C)(5)	ExemptCodeSectionTxt
Public Charity Status	N/A	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	na	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:	FormAndLineReferenceDesc
Explanation	THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES benefits TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF SEPTEMBER 30, 2025, THERE ARE 198 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII. A & B WELDING & CONSTRUCTION, INC A P & F CONSTRUCTION ADAPTIVE STAINLESS ADVANTAGE INDUSTRIAL SYSTEMS, LLC AECON-WACHS TECHNICAL SERVICES LTD ALB, INC. ALBERICI CONSTRUCTORS ALL TRADES MECHANICAL ALLIANCE CONSTRUCTORS INC. ALLIED POWER SERVICES, LLC ALLOY CLADDING CO.,INC. AMERICAN BOILER COMPANY AMERICAN BOILER, TANK & WELDING CO. APCOMPOWER INC APOLLO SHEET METAL, INC. APTIM SERVICES, LLC ARB INC. ASSOCIATED TANK CONSTRUCTORS AZCO INC. AZZ WSI LLC BABCOCK & WILCOX CONSTRUCTION BADGER LABOR SERVICES, LLC BARIN GROUP, LLC BAY CITY BOILER & ENGINEERING CO., INC. BAY SHIPBUILDING CO. BECHTEL CONSTRUCTION COMPANY BLACK & VEATCH CONSTRUCTION INC. BM LOCAL #107 DEV & TRAINING FUND BM LOCAL #647 DEV & TRAINING FUND BM LOCAL 549 APPRENTICESHIP & TRAINING BML 83 SUPPLEMENTAL TRAINING & EDUC BOILERMAKERS LOCAL #101 BOILERMAKERS LOCAL #107 BOILERMAKERS LOCAL #11 BOILERMAKERS LOCAL #13 BOILERMAKERS LOCAL #242 BOILERMAKERS LOCAL #27 BOILERMAKERS LOCAL #28 BOILERMAKERS LOCAL #29 BOILERMAKERS LOCAL #363 BOILERMAKERS LOCAL #4 BOILERMAKERS LOCAL #45 BOILERMAKERS LOCAL #502 BOILERMAKERS LOCAL #549 BOILERMAKERS LOCAL #627 BOILERMAKERS LOCAL #647 BOILERMAKERS LOCAL #744 BOILERMAKERS LOCAL #83 BOILERMAKERS LOCAL #92 BOILERMAKERS LOCAL 92 JATC BOILERWORKS, INC. BOLDT COMPANY BOWEN ENGINEERING BRADLEY SCIOCCHETTI, INC. BRAGG CRANE & RIGGING CO. BROCK INDUSTRIAL SERVICES, LLC BUDROVICH SPECIALTY GROUP BURNN BOILER & MECHANICAL, INC. C H MURPHY/CLARK-ULLMAN, INC. CADY AQUASTORE, INC. CALIFORNIA BOILER CBI SERVICES, LLC CENTRAL MAINTENANCE & WELDING, INC. CHAMPION SPECIALTY SERVICES, LLC CHATTANOOGA BOILER & TANK CO. CHERNE CONTRACTING CORPORATION CHESTER POOL SYSTEMS INC. COENEN MECHANICAL CONSTRUCTION & TURNAROUND SERVICES (WEBERF) CONTRACTORS CARGO COMPANY CORVAL CONSTRUCTORS, INC. CR MEYER AND SONS D.D.J. CONSTRUCTION WELDING, INC. DAY & ZIMMERMAN NPS, INC. DEEP SOUTH CRANE & RIGGING CO. DEPARTMENT OF WATER & POWER DVOSS WELDING EARLY CONSTRUCTION CO. ENERFAB POWER & INDUSTRIAL, LLC FISHER TANK CO. FLUOR MAINTENANCE SERVICES, INC. FM SYLVAN INC. FOREST CITY ERECTORS INC FRANK LILL & SON, INC FUSION BOILER WORKS, INC. GEM, INC. GLOBAL SCAFFOLD CONSTRUCTION SERVICES GRAE-CON GRAYCOR INDUSTRIAL CONST. INC. GRP WEGMAN GULF COAST INDUSTRIAL HARDER MECHANICAL CONTRACTORS, INC. HASKELL CORPORATION HAYES POWER SERVICES HEAVY METAL WELDING & FABRICATION LLC HENKELS & MCCOY INC. HI-TECH WELD OVERLAY GROUP HOHL INDUSTRIAL SERVICES, INC. HRI INC. ICC COMMONWEALTH CORP. ICON MECHANICAL INDEPENDENT MECHANICAL INDUSTRIES, INC. INDUSTRIAL SERVICES, INC INSTEEL BRADFORD IPC LYDON, LLC J.H. KELLY, LLC J.J. WHITE, INC. J.T. THORPE & SON INC. JAFFA CONSTRUCTION JAMAR COMPANY K & E FABRICATING CO., INC. KENNEDY TANK & MFG CO. INC. KIEWIT LAKEHEAD CONSTRUCTORS, INC. LEFEVRE WELDING LINCOLN MANUFACTURING, INC. LIPPERT MECHANICAL SERVICE CORP. LOCKE AMI, LLC M&M WELDING & FABRICATORS, INC. MADISON INDUSTRIAL SERVICES MANAFORT BROTHERS MAP MECHANICAL CONTRACTORS, INC. MATRIX NAC MC INDUSTRIAL, INC MCCARLS INC MCGRAW/KOKOSING MECHANICAL TECHNOLOGIES, INC. MID MOUNTAIN BOILER & STEAM, INC. MILETTA BROTHERS, INC. MILLER INDUSTRIAL SERVICE TEAMS, INC MILLER MECHANICAL SERVICES, INC. MK WELDING LLC MOLLENBERG-BETZ, INC. MONARCH WELDING & ENGINEERING, INC. MVP INC. NAES POWER CONTRACTORS NAES Power Contractors (Arizona Agreement) NBW, INC. NEW AGE FASTENING SYSTEMS, INC. NOOTER CONSTRUCTION COMPANY NORMINN INDUSTRIAL, LLC NORTHERN HORIZONS, INC. NORTHERN INDUSTRIAL ERECTORS, INC. NORTHERN STATES POWER COMPANY NPL GREAT LAKES LLC NUCLEAR REPAIR SOLUTIONS OAK MOUNTAIN INDUSTRIES OCONNOR CORPORATION ONPOINT INDUSTRIAL SERVICES OPTIMUS INDUSTRIES, LLC-CHANUTE MFG. ORBIS SIBRO, INC. PATRIOT MILLWRIGHT SERVICES LLC PBBS EQUIPMENT CORP-TWIN CITIES PCI ENERGY SERVICES/WESTINGHOUSE PERFORMANCE MECHANICAL, INC. PIONEER POWER, INC. PLATINUM INDUSTRIAL, INC. POWER & COMBUSTION INC. POWER SOURCE SERVICES POWER TECH SERVICES LLC PROJECT CONTROL SERVICES, INC. PULLMAN POWER, LLC RADOTICH, INC. RAGAN MECHANICAL, INC. RCR SERVICES, INC. RIGGERS, INC. RIGGS DISTLER & COMPANY, INC. SCANLON ASSOCIATES SCHECK MECHANICAL CORP. SCHULTZ INDUSTRIAL SERVICES SGS US EAST COAST, LLC SIMAKAS COMPANY,INC. (WEBERF) SONGER SERVICES, INC. SPECIALTY WELDING AND TURNAROUNDS STACK BROS MECHANICAL CONTRACTORS STAR MECHANICAL STEVENS ENGINEERS & CONSTRUCTORS, INC. SULZER TOWER FIELD SERVICE CALIF., INC. T BAILEY INC. TESAR INDUSTRIAL CONTRACTORS THE NEW GENERATION ENG. CONSTR. INC. THE STATE GROUP INDUSTRIAL (USA) LIMITED TRI RIVERS WELDING, INC TROY BOILER WORKS, INC. TRSC, INC. U.S. TANK & MECHANICAL SERVICES INC. Union Tank Erection UPS INDUSTRIAL SERVICES OF CALIF. V Specialty Services W.O. GRUBB STEEL ERECTION, INC. WALASHEK INDUSTRIAL & MARINE INC. WASTE TREATMENT COMPLETION CO. WELDTECH SERVICES INC WESTERN COMBUSTION LLC WINBCO TANK COMPANY WITHERUP CONSTRUCTION CO INC WRIGLEY MECHANICAL, INC. YOUNG MANAGEMENT & CONSULTING	ExplanationTxt