THE BAC LOCAL UNION 15 WELFARE FUND: Form 990, tax year 2022
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- Organization
- THE BAC LOCAL UNION 15 WELFARE FUND (EIN 23-7386028)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-13
- IRS object ID
- 202440449349301514
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T12:18:33-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237386028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAC LOCAL UNION 15 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACL | BusinessNameControlTxt |
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUSTIN HIMES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167772668 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DUSTIN | PersonFirstNm |
| Person Last | HIMES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW C HALL | PreparerPersonNm |
| PTIN | P01573021 | PTIN |
| Phone | 8164721122 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DUSTIN HIMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,301,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | 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 | $9,933,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,568,362 | CYProgramServiceRevenueAmt |
| PY Investment Income | $578,627 | PYInvestmentIncomeAmt |
| CY Investment Income | $491,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $395,592 | PYOtherRevenueAmt |
| CY Other Revenue | $167,093 | CYOtherRevenueAmt |
| PY Total Revenue | $10,907,825 | PYTotalRevenueAmt |
| CY Total Revenue | $10,226,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,435,091 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,244,752 | 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 | $1,399,780 | PYOtherExpensesAmt |
| CY Other Expenses | $1,313,476 | CYOtherExpensesAmt |
| PY Total Expenses | $9,834,871 | PYTotalExpensesAmt |
| CY Total Expenses | $10,558,228 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,072,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$331,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,262,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,760,787 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $157,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $135,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,104,740 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,625,227 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 281 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DUSTIN HIMES | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY DAVEY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON HUNT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MORROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL LIPP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW TREUNER | ||||||
| TRUSTEE | 1.00 | 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 | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 219454 | KANSAS CITY | MO | 64121 | ADMINISTRATIVE SERVICES | $408,580 |
| WILSON MCSHANE CORPORATION | |||||
| 3100 BROADWAY BLVD 805 | KANSAS CITY | MO | 64111 | ADMINISTRATIVE SERVICES | $234,254 |
| ARNOLD NEWBOLD WINTER & JACKSON PC | |||||
| 1100 MAIN STREET SUITE 2001 | KANSAS CITY | MO | 64105 | LEGAL SERVICES | $111,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTOR CONTRIBUTIONS | 900099 | $8,405,245 | $8,405,245 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,163,117 | $1,163,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,568,362 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,109 | TotalRevenueColumnAmt |
| Exclusion | $462,109 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,104,157 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,074,771 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,386 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,386 | TotalRevenueColumnAmt |
| Exclusion | $29,386 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATES | 900099 | $164,738 | $164,738 |
| SUBROGATION RECOVERIES | 900099 | $2,168 | $2,168 |
| OTHER MISCELLANEOUS REVENUE | 900099 | $187 | $187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167,093 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,226,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,735,455 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $491,495 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,244,752 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,042 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,159 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,612 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,733 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,440 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,411 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,301 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,937 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH CARE REFORM | $4,477 |
| BANK FEES | $364 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,558,228 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,890 | BOYAmt |
| EOY | $642,272 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961,345 | BOYAmt |
| EOY | $743,474 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,075 | BOYAmt |
| EOY | $53,148 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,972 | BOYAmt |
| EOY | $52,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,257,701 | BOYAmt |
| EOY | $21,106,002 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,132 | BOYAmt |
| EOY | $162,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,262,115 | BOYAmt |
| EOY | $22,760,787 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,187 | BOYAmt |
| EOY | $84,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,188 | BOYAmt |
| EOY | $51,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,375 | BOYAmt |
| EOY | $135,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,104,740 | BOYAmt |
| EOY | $22,625,227 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,104,740 | BOYAmt |
| EOY | $22,625,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,262,115 | BOYAmt |
| EOY | $22,760,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$331,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,148,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYER EXCESS CONTRIBUTIONS | $48,271 |
| UNCLAIMED BENEFITS | $2,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,188 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,078,715 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,148,235 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,148,235 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,226,950 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,226,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,558,228 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,558,228 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,558,228 | TotalExpensesPerForm990Amt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $37,146 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $13,240 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $1,544 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $1,218 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $53,148 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DAY-TO-DAY MANAGEMENT AND FINANCIAL OPERATIONS ARE PERFORMED BY A MANAGEMENT COMPANY, WILSON MCSHANE CORPORATION. THE MANAGEMENT COMPANY ACTS UNDER THE DIRECTION OF THE BOARD AND PROVIDES PERIODIC FINANCIAL REPORTING TO THE BOARD FOR THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | RETURN WAS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. DRAFT REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE, AND THE RETURN IS REVIEWED AND APPROVED AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII COMPENSATION OF TRUSTEES | BAC LOCAL UNION 15 WELFARE FUND DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 15 EIN: 43-1855922 STEVE MORROW DUSTIN HIMES |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BAC LOCAL UNION 15 APPRENTICESHIP AND TRAINING FUND | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 431675429 | EMPLOYER CONTRIBUTOR | KS | 501(C)(5) | 0 |
| BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 15 | ||||||||
| 632 W 39TH STREET | KANSAS CITY | MO | 64111 | 431855922 | EMPLOYER CONTRIBUTOR | MO | 501(C)(5) | 0 |
| BAC LOCAL UNION 15 PENSION PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 501 (A) | 0 |
| BAC LOCAL UNION 15 SUPPLEMENTAL PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 501 (A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (20 entries)
| 5GEN MASONRY LLC |
| AXIOM CONSTRUCTION GROUP LLC |
| BW INDUSTRIALLLC |
| C & M MASONRY LLC |
| CATON TILE LLC |
| CORE CONSTRUCTORS LLC (4-KC) |
| KOTAS ENTERPRISES LLC |
| LARKIN CONTRACTING LLC |
| LONESTAR SIERRA LLC |
| LUSKER MASONRY LLC |
| M&M MASONRY LLC |
| MAK LEE MASONRY LLC |
| MID-AMERICAN TILE CONTRS LLC |
| OMI REFRACTORIESLLC |
| PATKE RESTORATION LLC |
| PRS KANSAS LLC |
| RENZ RESTORATION LLC |
| SOLID STACK MASONRY LLC |
| THORNTON MASONRY LLC |
| KOCH KNIGHT LLC RCP |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (103 entries)
| AK LEE CONSTRUCTION |
| AAA MASONRY |
| ADVANTAGE INDUSTRIAL SYSTEMS |
| ARREDONDO MASONRY CONSTR (NR) |
| ATKINS WEATHERPROOFING |
| BAC INTERNATIONAL |
| BAC LOCAL #1 OF WASHINGTON |
| BAC LOCAL 2 WELFARE FUND |
| BERENS & SONS |
| BOB'S S W CONSTRUCTION SERVICE |
| BRICKLAYERS LOCAL 1(MDVADC) |
| BRICKLAYERS LOCAL 6 INDIANA |
| BRICKLAYERS NORTHERN TRUST |
| BRICKLAYERS OF WESTERN PA |
| BULLEY & ANDREWS MASONRY - JC |
| C & M RESTORATIONS INC |
| CD SMITH CONSTRUCTION |
| CARTHAGE STONEWORKS |
| CENTRAL ILLINOIS BRICKLAYERS |
| CHAMBERLIN CONTRACTING |
| CHICAGO TILE INSTITUTE |
| CONST&TURNAROUND SVC(BACREMIT) |
| CORESLAB STRUCTURES INC (4-KC) |
| D AND D MASONRY |
| DG SKOUSE CO INC |
| DH RESTORATION INC |
| DESCO COATINGS INC |
| DOUBLE T ENTERPRISES |
| DUFFY BROTHERS CONST |
| EMPIRE REFRACTORY SERVICES OF |
| FABCON INC |
| FERRIS KIMBALL CO |
| FLYNN MIDWEST LP |
| FOSBEL (4-KC) |
| GAGNON INC |
| GILLESPIE & POWERS INC (10-SP) |
| GLASS DESIGN INC (11-JC) |
| GRAZZINI BROTHERS CO |
| GUY NIELSON CO |
| H&PARRIS BUILDERS INC |
| HARTMAN MASONRY |
| HEIMBROCK INC |
| HEITKAMP MASONRY INC |
| HENRY F TEICHMANN INC (4-KC) |
| HOLTMAN MASONRY |
| HOT TECH INCORPORATED |
| INTERNATIONAL MASONRY TRN |
| INTERNATIONAL WELFARE FUND |
| IOWA BUILDERS RETIREMENT PLAN |
| IOWA LABORERS H&W FUND |
| IOWA LABORERS WELFARE FUND |
| J T THORPE & SON INC (BACREMT) |
| J W MCGLADE MASONRY |
| JAMES G STAAT TUCKPOINT |
| JE DUNN CONSTRUCTION |
| JERRY BENNETT MASONRY |
| JOHN J SMITH MASONRY |
| JUSPATTON CONSTRUCTION INC |
| KANSAS BUILDING TRADES |
| KEHM CONTRACTORS INC |
| KNIGHT MATERIAL TECHNOLOGIES |
| L HERBERT CONSTRUCTION |
| LARKIN SEALANTS & WATERPROOFIN |
| LIFT INC |
| LOCAL #1 OREGON |
| MASONRY INDUSTRY TRUST ADMIN |
| MASONRY SECURITY PLAN OF |
| MASS BRICK & MASONS ANNUITY |
| MCGILL RESTORATION INC |
| METRO TILE CONTRACTORS |
| MID-AMERICA CONCRETE SURFACING |
| MIDLAND MARBLE |
| MISSOURI TERAZZO CO INC RCP |
| NATIONAL ACID PROOFING |
| NATIONAL MACHINERY & CONVEYOR |
| NEXT GENERATION EXCAVATION |
| OHIO BRICKLAYERS |
| OMAHA CONSTRUCTION (WELFARE) |
| PEACOCK MASONRY INC |
| PLIBRICO |
| PULLMAN POWER PRODUCTS CORP |
| PULLMAN SST INC |
| QUALITY RESTORATION & SEALANTS |
| R&K DANKENBRING MASONRY |
| REALM CONSTRUCTION INC |
| REFTECH INTERNATIONAL (4-KC) |
| ROBERT TREUNER MASONRY |
| S AND W WATERPROOFING |
| SDS BUILDERS INC |
| SEEDORFF MASONRY INC (7-OM) |
| SKOLD COMMERCIAL CONTRACTING |
| STAAT INC |
| STEWART SERVICES INC |
| THE SCHAEFER GROUP INC |
| TRIO MASONRY INC |
| TUCKPOINTERS LOCAL 52 |
| TWIN CITY BRICKLAYERS |
| UNIVERSAL BLASTCO (7-OM) |
| UTAH LOCAL 1 WELFARE |
| WESTERN REFRACTORY |
| WESTERN SPECIALTY CONTRACTORS |
| WILLIAMS REFRACTORY INC |
| WISCONSIN MASONS WELFARE FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |