FURP.ORG / PUBLIC DATA EXPLORER

CENTRAL ILLINOIS CARPENTERS HEALTH & WELFARE TRUST FUND: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CENTRAL ILLINOIS CARPENTERS HEALTH & WELFARE TRUST FUND (EIN 37-1117215)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-15
IRS object ID
202632589349301773
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-15T12:36:40-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842885766PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROMOLO & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 W LUTHY DRIVEAddressLine1Txt
CityPEORIACityNm
State AbbreviationILStateAbbreviationCd
ZIP61615ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371117215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL ILLINOIS CARPENTERS HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone2177321919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 S MADIGAN DRIVEAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON LAUDELPersonNm
Person TitleADMINISTRATIVE MANAGERPersonTitleTxt
Phone2177321919PhoneNum
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN ROMOLO CPAPreparerPersonNm
PTINP01381270PTIN
Phone3096822001PhoneNum
Preparation2026-09-09PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRON LAUDELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 S MADIGANAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$49,881,908GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressCICHEALTH.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1982FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionHEALTH AND WELFARE PLANActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$33,562,162PYProgramServiceRevenueAmt
CY Program Service Revenue$36,097,018CYProgramServiceRevenueAmt
PY Investment Income$2,821,829PYInvestmentIncomeAmt
CY Investment Income$2,831,649CYInvestmentIncomeAmt
PY Other Revenue$332,719PYOtherRevenueAmt
CY Other Revenue$312,838CYOtherRevenueAmt
PY Total Revenue$36,716,710PYTotalRevenueAmt
CY Total Revenue$39,241,505CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$34,777,843PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$36,521,491CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$690,175PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$769,797CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,764,580PYOtherExpensesAmt
CY Other Expenses$1,733,809CYOtherExpensesAmt
PY Total Expenses$37,232,598PYTotalExpensesAmt
CY Total Expenses$39,025,097CYTotalExpensesAmt
PY Revenues Less Expenses-$515,888PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$216,408CYRevenuesLessExpensesAmt
Total Assets BOY$74,999,470TotalAssetsBOYAmt
Total Assets EOY$81,824,164TotalAssetsEOYAmt
Total Liabilities BOY$4,663,758TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,213,891TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,335,712NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,610,273NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERSDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document71IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON LAUDELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2177321919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 S MADIGANAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationILStateAbbreviationCd
ZIP62656ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RIKI DIAL
TRUSTEE0.00Yes (X)$0$0$0
JASON BREWER
TRUSTEE0.00Yes (X)$0$0$0
JEFF FUERST
SECRETARY0.00Yes (X)$0$0$0Yes (X)
MATT WATCHINISKI
TRUSTEE0.00Yes (X)$0$0$0
MATT BENDER
TRUSTEE0.00Yes (X)$0$0$0
JEFF BORT
TRUSTEE0.00Yes (X)$0$0$0
JOSH ROBERTSON
TRUSTEE0.00Yes (X)$0$0$0
MIKE SUNLEY
TRUSTEE0.00Yes (X)$0$0$0
NICK HART
TRUSTEE0.00Yes (X)$0$0$0
WES ZOBRIST
TRUSTEE0.00Yes (X)$0$0$0
BRAD KULIFAY PAST
ADMIN40.00$0$0$0Yes (X)
RON LAUDEL
ADMIN40.00$11,499$0$3,487Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,499TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,487TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ULLICO
2 MID AMERICA PLAZA SUITE 200OAKBROOK TERRACEIL60181INSURANCE PROVIDER$989,478
EXPRESS SCRIPTS
ONE EXPRESS WAYST LOUISMO63121PRESCRIPTIONS$305,128
CAVANAGH & O'HARA
2319 WEST JEFFERSON STREETSPRINGFIELDIL62702LEGAL$127,856
WEX HEALTH INC
82 HOPMEADOW ST SUITE 220SIMSBURYCT06089HEALTH REIMBURSEMENTS$109,498
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$33,991,627$33,991,627
PARTICIPANT CONTRIBUTIONS900099$2,105,391$2,105,391
FieldValueIRS element (for citing)
Total Program Service Revenue$36,097,018TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,089,150TotalRevenueColumnAmt
Exclusion$2,089,150ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,382,902SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,640,403SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$742,499SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$742,499TotalRevenueColumnAmt
Exclusion$742,499ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SERVICE FEE900099$205,456$205,456
REIMBURSEMENT FROM RSF900099$104,783$104,783
EXPENSE REIMBURSED900099$1,774$1,774

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$825TotalRevenueColumnAmt
Related Or Exempt Func Income$825RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$312,838OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,241,505TotalRevenueColumnAmt
Related Or Exempt Func Income$36,409,856RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,831,649ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$36,521,491TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,985TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$404,901TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$134,171TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$162,614TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$53,126TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$120,968TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,982TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$77,367TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$144,407TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$157,733TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$228,869TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,348TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$320TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$56,815TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$32,919TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BCBS ADMINISTRATIVE FEE$452,556
HRA ADMIN FEES$131,170
MACRC ADMIN FEES$70,356
DELTA DENTAL ADMIN FEES$48,143

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$64,856TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,025,097TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,199,487BOYAmt
EOY$9,340,464EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,482,149BOYAmt
EOY$5,251,470EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,002BOYAmt
EOY$94,462EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,520,064LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,027,159LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$498,853BOYAmt
EOY$492,905EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$55,733,625BOYAmt
EOY$62,430,903EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,983,354BOYAmt
EOY$4,213,960EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$74,999,470BOYAmt
EOY$81,824,164EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,500,459BOYAmt
EOY$2,822,878EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$349,299BOYAmt
EOY$323,013EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,814,000BOYAmt
EOY$3,068,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,663,758BOYAmt
EOY$6,213,891EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,335,712BOYAmt
EOY$75,610,273EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,335,712BOYAmt
EOY$75,610,273EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$74,999,470BOYAmt
EOY$81,824,164EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$216,408ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,058,153NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,014OtherCostOrOtherBasisAmt
Book Value$70,014BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$708,635OtherCostOrOtherBasisAmt
Depreciation$344,746DepreciationAmt
Book Value$363,889BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$741,415OtherCostOrOtherBasisAmt
Depreciation$682,413DepreciationAmt
Book Value$59,002BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$492,905TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED SEPARATE ACCOUNTDesc
Book Value$4,213,960BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$4,213,960TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS INCURRED BUT NOT REPORTEDDesc
Amt$3,068,000Amt
FieldValueIRS element (for citing)
Total Liability$3,068,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$44,222,290TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,058,152NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,058,152RevenueNotReportedAmt
Revenue Subtotal$39,164,138RevenueSubtotalAmt
Investment Expenses Not Incld$77,367InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$77,367RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,241,505TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$38,693,730TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$38,693,730ExpensesSubtotalAmt
Investment Expenses Not Incld2$77,367InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$254,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$331,367ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,025,097TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 27, 1982, AND THE PLAN'S BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT). FOR YEARS IN WHICH THE FORM 990-T HAS BEEN FILED, THOSE YEARS ARE OPEN FOR EXAMINATION FOR THREE YEARS FROM THE DATE OF THE FILING. ALL OTHER TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CLAIMS INCURRED BUT NOT REPORTED 254,000.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDITOR PROVIDES THE COMPLETED FORM TO THE PLAN ADMINISTRATOR FOR REVIEW. ONCE THE PLAN ADMINISTRATOR HAS APPROVED THE FORM, SHE SIGNS FORM 8879-TE AND SENDS IT BACK TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BOARD OF TRUSTEES SEE PART VII FOR LISTINGBusinessNameLine1Txt

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE PART IVBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (339 entries)

2K COMMERCIAL CONSTRUCTION INC
4MC CORPORATION
A & R SERVICES INC
ACOUSTICAL CEILINGS LLC
AFL-AGC BUILDING TRADES
AGILE CONSTRUCTION SERVICES LL
AL SMITH MECHANICAL LTD
ALBERICI CONSTRUCTORS
ALLIED CONSTRUCTION
ALLIED POWER SERVICES LLC
ALL-WALL COATINGS LLC
AMERICAN IGLOO BUILDERS
APCOM POWER INC
API INC
ASSOCIATED CONSTRUCTORS CO IN
ATLANTIC PLANT MAINTENANCE
AUPPERLE WILLIAM & SONS INC
AZCO INC
BABCOCK & WILCOX SOLAR ENERGY
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Supplemental Information Detail SupplementalInformationDetail

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Form And Line ReferencePART IVFormAndLineReferenceDesc
ExplanationTHIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN DOES NOT KNOW THE TAXABLE STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.ExplanationTxt