STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BAC OF MICHIGAN HEALTH AND WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BAC OF MICHIGAN HEALTH AND WELFARE FUND (EIN 38-2073681)
Tax period
2023-05-01 to 2024-04-30
Filed
2025-03-17
IRS object ID
202540769349302009
Schema version
2023v6.0
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)
Return2025-03-17T17:46:04-04:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382284921PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Benda Grace Stulz & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line138800 Van Dyke AveAddressLine1Txt
CitySterling HeightsCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48312ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382073681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BAC of Michigan Health and Welfare FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBACOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Tower Drive STE 215AddressLine1Txt
CityTroyCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL DUNFORDPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2488286000PhoneNum
Signature2025-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBryan D StulzPreparerPersonNm
PTINP00265596PTIN
Phone5868836240PhoneNum
Preparation2025-03-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Gross Receipts$28,039,111GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1974FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$24,832,755PYProgramServiceRevenueAmt
CY Program Service Revenue$26,900,633CYProgramServiceRevenueAmt
PY Investment Income$481,573PYInvestmentIncomeAmt
CY Investment Income$741,023CYInvestmentIncomeAmt
PY Other Revenue$153,645PYOtherRevenueAmt
CY Other Revenue$183,069CYOtherRevenueAmt
PY Total Revenue$25,467,973PYTotalRevenueAmt
CY Total Revenue$27,824,725CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,447,888PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$23,934,546CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$480,060PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$533,035CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,830,465PYOtherExpensesAmt
CY Other Expenses$1,507,147CYOtherExpensesAmt
PY Total Expenses$22,758,413PYTotalExpensesAmt
CY Total Expenses$25,974,728CYTotalExpensesAmt
PY Revenues Less Expenses$2,709,560PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,849,997CYRevenuesLessExpensesAmt
Total Assets BOY$20,947,453TotalAssetsBOYAmt
Total Assets EOY$24,895,566TotalAssetsEOYAmt
Total Liabilities BOY$7,869,849TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,583,409TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,077,604NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,312,157NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$25,974,728ExpenseAmt
DescThe Fund provides for health, medical, dental and vision benefits to eligible participants and their dependents.Desc
Total Program Service Expenses$25,974,728TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBAC of Michigan Health Welfare FuPersonNm
Phone2488286000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Tower Drive Suite 215AddressLine1Txt
CityTroyCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Paul Dunford
Chairman1.0040.00Yes (X)$0$132,556$59,515
BRETT GIERAK
TRUSTEE1.0040.00Yes (X)$0$116,649$52,902
JAMES BRYLOWSKI
TRUSTEE1.0040.00Yes (X)$0$105,080$47,895
DARYL NICHOLS
TRUSTEE1.0040.00Yes (X)$0$100,920$48,476
GREG LOBODZINSKI
TRUSTEE1.0040.00Yes (X)$0$100,920$48,476
JIM BUDD
TRUSTEE1.0040.00Yes (X)$0$100,920$48,476
AARON PISTOR
TRUSTEE1.0040.00Yes (X)$0$100,875$48,494
SHAUN GAJEWSKI
TRUSTEE1.0040.00Yes (X)$0$100,875$48,494
STEVE MEYER
TRUSTEE1.0040.00Yes (X)$0$0$0
ROBERT MICHIELUTTI
TRUSTEE1.0040.00Yes (X)$0$0$0
ED SPENCE
TRUSTEE1.0040.00Yes (X)$0$0$0
JAMES OLEKSINSKI
TRUSTEE1.0040.00Yes (X)$0$0$0
MATT HARMON
TRUSTEE1.0040.00Yes (X)$0$0$0
TOM BINKOWSKI
TRUSTEE1.0040.00Yes (X)$0$0$0
SAL SIMONE
TRUSTEE1.0040.00Yes (X)$0$0$0
MARINO CARUSO
TRUSTEE1.0040.00Yes (X)$0$0$0
ANDY BRACY
TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$858,795TotReportableCompRltdOrgAmt
Total Other Compensation$402,728TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD OF MICHIGAN
600 E LAFAYETTEDetroitMI48226BENEFIT ADMIN$819,914
BENESYS INC
700 TOWER DR STE 300TroyMI480983rd PARTY ADMIN$245,105
NOVARA TESIJA PLLC
888 W BIG BEAVER RD STE 600TroyMI48084LEGAL$176,419
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS230000$24,942,530$24,942,530
PARTICIPANT CONTRIBs230000$1,958,103$1,958,103
FieldValueIRS element (for citing)
Total Program Service Revenue$26,900,633TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$730,409TotalRevenueColumnAmt
Related Or Exempt Func Income$730,409RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$225,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$214,386SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,614SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,614TotalRevenueColumnAmt
Related Or Exempt Func Income$10,614RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$183,069TotalRevenueColumnAmt
Related Or Exempt Func Income$183,069RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$183,069OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,824,725TotalRevenueColumnAmt
Related Or Exempt Func Income$27,824,725RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$23,934,546TotalAmt
Program Services$23,934,546ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$423,856TotalAmt
Program Services$423,856ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$51,598TotalAmt
Program Services$51,598ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$57,581TotalAmt
Program Services$57,581ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$903,967TotalAmt
Program Services$903,967ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$156,293TotalAmt
Program Services$156,293ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$73,138TotalAmt
Program Services$73,138ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,654TotalAmt
Program Services$10,654ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$81,030TotalAmt
Program Services$81,030ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$118,709TotalAmt
Program Services$118,709ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$72,847TotalAmt
Program Services$72,847ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$49,275TotalAmt
Program Services$49,275ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,407TotalAmt
Program Services$14,407ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,852TotalAmt
Program Services$24,852ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDues and subscriptionsDesc
Total$1,975TotalAmt
Program Services$1,975ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,974,728TotalAmt
Program Services$25,974,728ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,867,697BOYAmt
EOY$5,271,020EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$710,289BOYAmt
EOY$747,699EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,577,249BOYAmt
EOY$2,996,364EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$97,071BOYAmt
EOY$98,243EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$56,748LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,748LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,695,147BOYAmt
EOY$15,782,240EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,947,453BOYAmt
EOY$24,895,566EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$801,849BOYAmt
EOY$579,409EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,068,000BOYAmt
EOY$9,004,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,869,849BOYAmt
EOY$9,583,409EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$13,077,604BOYAmt
EOY$15,312,157EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,077,604BOYAmt
EOY$15,312,157EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,947,453BOYAmt
EOY$24,895,566EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,849,997ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$384,556NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$56,748InvestmentCostOrOtherBasisAmt
Depreciation$56,748DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS IBNR$1,889,000
ACCUMULATED ELIG CREDITS$7,115,000
FieldValueIRS element (for citing)
Total Liability$9,004,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$28,198,627TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$384,556NetUnrealizedGainsInvstAmt
Revenue Not Reported$384,556RevenueNotReportedAmt
Revenue Subtotal$27,814,071RevenueSubtotalAmt
Investment Expenses Not Incld$10,654InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,654RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$27,824,725TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,964,074TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$25,964,074ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,654InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,654ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,974,728TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Paul Dunford
Chairman$132,556$59,515$192,071
BRETT GIERAK
TRUSTEE$116,649$52,902$169,551
JAMES BRYLOWSKI
TRUSTEE$105,080$47,895$152,975

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Officer directors etc family relationship Part VI line 2Form 990, Part VI - Additional InformationLine 2 - Family Relationship or Business Relationship - The relationship between the Trustees of the Funds is a business relationship. The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. The Funds, as a Taft-Hartley Fund, is administered by a Board of Trustees which is composed of an equal number of union and employer representatives. Because of this organizational requirement, there is a business relationship between the trustees.
Member election for additional members Part VI line 7aPart VI, Line 7a - Election of Members and Their RightsThe Fund is a Taft-Hartley Fund and is administered by the Board of 16 Trustees. The Employer Associations and the Local Unions, who are the settlors of the Fund, appoint eight Trustees each.
Form 990 governing body review Part VI line 11Form 990, Part VI, Line 11b - Organizations Process to Review Form 990The Form 990 is presented and approved at a meeting of the Board of Trustees, subject to approval by and review of the Funds legal counsel.
Governing documents etc available to public Part VI line 19Form 990, Part VI, Line 19 - Governing Documents Disclosure ExplanationThe Fund is established and maintained pursuant to the Employee Retirement Security Act of 1974, as amended. It operates in compliance with the Reporting and Disclosure requirements of Subtitle B, Part 1 ERISA with respect to disclosure of its governing documents and financial information. It operates in compliance with Fiduciary Responsibility requirements of Subtitle B, Part 4 of ERISA. The Fund does not have a conflicts ofinterest policy.
Part VII response or note to any other line in Part VIIForm 990, Part VII - Additional InformationLine 1a - The Trustees of the Fund serve without compensation from the Fund for their services. However, some of the Trustees were compensated as employees of contributing employers to the Fund, which are considered related organizations to the Fund for purpose of Form 990.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
BRICKLAYERS PENSION FUND- METRO ARE
700 TOWER DR STE 300TroyMI48098000000972PENSIONMI401AN/Afalse
BRICKLAYERS HOLIDAY FUND-METRO AREA
700 TOWER DR STE 300TroyMI48098000005545VAC & HOLIDAYMI501C9N/Afalse
DETROIT METRO MASONRY JATC
21031 RYAN RDWarrenMI48091000009270APPRENTICEMI501C5N/Afalse
CEMENT MASONS PENSION FUND - D&V
30700 TELEGRAPH STE 2400FranklinMI48025000002187PENSIONMI401AN/Afalse
CEMENT MASONS V&H FUND - D&V
30700 TELEGRAPH STE 2400FranklinMI48025000006635VAC & HOLIDAYMI501C9N/Afalse
BRICKLAYERS LOCAL 2 OF MI
21031 RYAN RDWarrenMI48091000004661LOCALMI501C5N/Afalse
MICHIGAN BAC PENSION FUND
6525 CENTURIONLansingMI48917000005943PENSIONMI401AN/Afalse
INTERNATIONAL MASONRY INSTITUTE
17101 SCIENCE DRBowieMD20715000007999APPRENTICEDC501C6N/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (187 entries)

Direct Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
A PUZ & CO LLC
N/Afalse
A&G CONSTRUCTION
N/Afalse
A A BOOS & SONS
N/Afalse
A1 AFFORDABLE MASONRY LLC
N/Afalse
ADAMS MASONRY
N/Afalse
ADVANCED FLOORING AND MODERN POLISH
N/Afalse
AKINS CONSTRUCTION INC
N/Afalse
ALBANELLI CEMENT CONTRACTORS
N/Afalse
ALLSTATES REFRACTORY
N/Afalse
AMALIO CORPORATION
N/Afalse
AMERICAN INTERNATIONAL CONSTRUCTION
N/Afalse
API INC
N/Afalse
ARTISAN TILE INC
N/Afalse
ASSEMBLERS PRECAST & STEEL SVCS
N/Afalse
ASSEMBLERS INC
N/Afalse
B&B CONCRETE PLACEMENT
N/Afalse
B&B CONTRACTORS & DEVELOPERS
N/Afalse
BAKER CONCRETE
N/Afalse
BAKER CONSTRUCTION
N/Afalse
BARTON MALOW COMPANY
N/Afalse
BHI ENERGY SPECIALTY SRVCS
N/Afalse
BLACK ROCK MASONRY LLC
N/Afalse
BMC MASONRY LLC
N/Afalse
BNE SERVICES LLC
N/Afalse
BOOMS STONE COMPANY
N/Afalse
BORNOR RESTORATION INC
N/Afalse
BOSTON TILE & TERRAZO CO
N/Afalse
BRACY & JAHR MASONRY INC
N/Afalse
BRAZEN AND GREET MASONRY INC
N/Afalse
BRENCAL CONTRACTORS INC
N/Afalse
BRONNER WILLIAM AND SON
N/Afalse
BUCKLAND JOHN CONTR INC
N/Afalse
BW INDUSTRIAL
N/Afalse
BYERS D C COMPANY
N/Afalse
C R MEYER & SONS COMPANY
N/Afalse
CARLO TILE & MARBLE CO
N/Afalse
CENTRAL TILE & TERRAZO
N/Afalse
CERCO INC
N/Afalse
CHRISTY INDUSTRY SERVICESNA
N/Afalse
CLARK CONSTRUCTION CO
N/Afalse
CLC CONTRACTING SERVICES
N/Afalse
CLEVELAND MARBLE MOSAICS
N/Afalse
CLOSNER CONSTRUCTION
N/Afalse
CMU MASONRY CO INC
N/Afalse
COLASANTI SPECIALTY SERVICES
N/Afalse
COMMERCIAL CONTRACTING GROUP
N/Afalse
CONSTRUCTION & TURNAROUND SRV
N/Afalse
CONSTRUCTION RESOURCE SERVICES
N/Afalse
CONTEK INC
N/Afalse
CR MEYER AND SONS COMPANY
N/Afalse
C-STONE INSTALLATIONS
N/Afalse
CULVER DEVELOPMENT LLC
N/Afalse
CUSACKS MASONRY RESTORATIO0N
N/Afalse
D G SKOUSE COMPANY
N/Afalse
D C BYERS COMPANY
N/Afalse
DALOISIO MASONRY AND CONSTR
N/Afalse
DAVENPORT MASONRY INC
N/Afalse
DECRA-SCAPE
N/Afalse
DEMARIA BLDG COMPANY
N/Afalse
DESANTIS CONSTRUCTION CO
N/Afalse
DEVON INDUSTRIAL GROUP
N/Afalse
DFC INC
N/Afalse
DIXON INC
N/Afalse
DIXON INC DBA SANTOS CONSTR
N/Afalse
DRV CONTRACTORS LLC
N/Afalse
EDWARDS GLASS COMPANY
N/Afalse
ELDORADO TILE & MARBLE COMPANY
N/Afalse
EMPIRE REFRACTORY SERVICE OF IN
N/Afalse
EMPIRE REFREACTORY SALES INC
N/Afalse
EMPIRE SOLUTIONS INC
N/Afalse
EMPIRE SOLUTIONS NA INC
N/Afalse
EMPIRE TILE COMPANY
N/Afalse
ERICKSON & LINDSTROM CONSTR CO
N/Afalse
F A INDUSTRIAL SERVICES INC
N/Afalse
FABCON INC
N/Afalse
FABCON PRECAST
N/Afalse
FASTDECKS INC
N/Afalse
FISHER CONTRACTING
N/Afalse
GAGNON INC
N/Afalse
GEGARE TILE INC
N/Afalse
GENERAL ACID PROOFING INC
N/Afalse
GLASS ROCK PRODUCTS
N/Afalse
GLENNS TILE
N/Afalse
GLENNS TILE & CARPET
N/Afalse
GRUNWELL CASHERO CO INC
N/Afalse
GUNDLACH CHAMPION INC
N/Afalse
HARDROCK INVESTMENTS INC
N/Afalse
HENKELS & MCCOYS INC
N/Afalse
HENRY F TEICHMANN INC
N/Afalse
HICKS MASONRY CO LLC
N/Afalse
HOFFMAN PLASTERING
N/Afalse
HOT TECH INC
N/Afalse
IDEAL CONTRACTING
N/Afalse
INDUSTRIAL SERVICES INC
N/Afalse
INDUSTRIAL SVCINC-WASHTENAW
N/Afalse
INTEGRITY INTERIORS INC
N/Afalse
ISA FLOORS INC
N/Afalse
J T THORPE & SONS INC
N/Afalse
K & W CONCRETE CONSTR INC
N/Afalse
KENNEDY MASONRY INC
N/Afalse
KING MASONRY INC
N/Afalse
KRULL CONSTR COMP INC
N/Afalse
L MARSON TILE & MARBLE CO
N/Afalse
LAKEHEAD CONSTRUCTORS
N/Afalse
LEIDAL AND HART MASON CONTR
N/Afalse
LEOS CONCRETE INC
N/Afalse
LEWIS CONSTRUCTION INC
N/Afalse
LILJA CORP
N/Afalse
LONESTAR SIERRA LLC
N/Afalse
MACCOS COMM INTERIORS INC
N/Afalse
MADISON HEIGHTS GLASS CO
N/Afalse
MARSON ENTERPRISES INC
N/Afalse
MCMATH MASONRY INC
N/Afalse
MERIDIAN RESTORATION LLC
N/Afalse
MICHIELUTTI BROS INC
N/Afalse
MICHIGAN TILE & MARBLE CO
N/Afalse
MID-AMERICAN GUNITE INC
N/Afalse
MIDLAND ENGINEERING
N/Afalse
MIDWEST INDUSTRIAL SERVICES
N/Afalse
MIRON CONSTRUCTIONS CO INC
N/Afalse
MOSSER CONSTRUCTION INC
N/Afalse
MUSANTE TILE INC
N/Afalse
NATIONAL TILE CO
N/Afalse
NAVETTA MASON CONTRACTORS
N/Afalse
NEDROW REFRACTORIES
N/Afalse
NESS ROY CONCRACTING & SALES
N/Afalse
NOTEBAERT CONSTRU SERVICE
N/Afalse
OHIO BUILDING RESTORATION INC
N/Afalse
OMI REFRACTORIES
N/Afalse
ONEX CONSTRUCTION INC
N/Afalse
PADULA CEMENT CO INC
N/Afalse
PCI CONSTRUCTION SERVICES LLC
N/Afalse
PEARSON EQUIPMENT & SERVICE
N/Afalse
POL-MEX MASONRY CONSTRU CO
N/Afalse
POMPONIO CONSTRUCTION
N/Afalse
PREMIER CAULKING INC
N/Afalse
PULLMAN SST
N/Afalse
PWP-MI LLC
N/Afalse
R C NOWAK & CO
N/Afalse
RAM CONSTRUCTION SERVICES
N/Afalse
REFRACTORY SERVICE INC
N/Afalse
REFTECH INTERNATIONAL
N/Afalse
REICHENBACH CEILING & PARTITI
N/Afalse
RESCO PRODUCTS INC
N/Afalse
RHOADS & JOHNSON LLC
N/Afalse
RONCELLI INC
N/Afalse
ROSATI MASON CONTRACTOR LLC
N/Afalse
RUDOLPH LIBBE INC
N/Afalse
S A STORER & SONS CO
N/Afalse
SAMAP USA CORP
N/Afalse
SCHAD BOILER SETTING CO
N/Afalse
SCHAEFFER GROUP INC THE
N/Afalse
SCHIFFER MASON CONTRACTORS INC
N/Afalse
SERES-CASTLE MASONRY INC
N/Afalse
SHAMROCK FLOOR COVERING
N/Afalse
SHOCK BROS FLOOR COVERING
N/Afalse
SHORES TILE CO INC
N/Afalse
SIMONE CONTRACTING CORP
N/Afalse
SLATILE ROOFING & SHEET METAL
N/Afalse
SMITH C D CONSTRUCTION INC
N/Afalse
SONGER STEEL SERVICESSSI INC
N/Afalse
SPARTAN CONSTR CO INC
N/Afalse
SPARTAN CONSSTRU CORP
N/Afalse
SPENCE BROTHERS
N/Afalse
STANDARD TILE INC
N/Afalse
STEBBINS ENGINEERING
N/Afalse
TALON INDUSTRIES INC
N/Afalse
TEERA CONSTRUCTION CO INC
N/Afalse
TERRA BELLA TERRAZO
N/Afalse
THE AUSTIN COMPANY
N/Afalse
TRI STATE INDUSTRIAL FLOORS
N/Afalse
TRISCO SYSTEMS
N/Afalse
UNITED REFRACTORIES INC
N/Afalse
UNIVERSAL BLASCO
N/Afalse
UNIVERSAL INC DBA UNIVERSAL
N/Afalse
VALCON INC DBA PIAZZA CO
N/Afalse
VANDERMAY CONST INC
N/Afalse
VANSTONOBRIEN INC
N/Afalse
WEIGAND CONSTR CO
N/Afalse
WEISS CONSTR CO
N/Afalse
WESTERN REFRACTORY CONSTRUCTION
N/Afalse
WESTERN SPECIALTY CONTRACTORS
N/Afalse
WOBIG CONSTR CO
N/Afalse
WOLVERINE STONE CO
N/Afalse
XTREME MASON CONTRACTORS LLC
N/Afalse
ZANETTI ENT GROUP LLC
N/Afalse
ZIOLKOWSKI CONSTRU INC
N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd