CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2023
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- Organization
- CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349303418
- Schema version
- 2023v5.1
- 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 | 2024-11-12T10:44:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362376645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL STATES JOINT BOARD HEALTH & WELF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SPANO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3127380822 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TED KIRSHENBAUM | PreparerPersonNm |
| PTIN | P01260796 | PTIN |
| Phone | 2126955003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SPANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,936,158 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 8 | 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 | $56,648,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,980,884 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,966,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,812,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,195,948 | PYOtherRevenueAmt |
| CY Other Revenue | $4,225,471 | CYOtherRevenueAmt |
| PY Total Revenue | $61,811,657 | PYTotalRevenueAmt |
| CY Total Revenue | $62,018,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $56,102,874 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $62,123,141 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $568,759 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $586,750 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,896,474 | PYOtherExpensesAmt |
| CY Other Expenses | $1,796,990 | CYOtherExpensesAmt |
| PY Total Expenses | $58,568,107 | PYTotalExpensesAmt |
| CY Total Expenses | $64,506,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,243,550 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,488,303 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,138,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,084,552 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,016,187 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $594,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,122,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,489,729 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 4,900 ELIGIBLE 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | 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 | 174 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 0 | 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 | 0 | 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 | 0 | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| PHILIP SITKOWSKI | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $86,943 | $39,073 | |
| ANTHONY IORI | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $186,448 | $61,968 | |
| MARK SPANO | ||||||
| CHAIRMAN/TRUSTEE | 0.30 | Yes (X) | $0 | $202,014 | $63,520 | |
| GARY FAIRHEAD | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NORMAN SOEP | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SHELDON ROSEN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LYNETTE ALLEN | ||||||
| PLAN MANAGER | 40.00 | $84,295 | $0 | $37,005 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,295 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $475,405 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NETWORK ADMINISTRATION | $1,914,443 |
| VALENZ CARE | |||||
| 23048 N 15TH AVE | PHOENIX | AZ | 85027 | UTILIZATION REVIEW | $189,935 |
| ZACKS INVESTMENT MANAGEMENT | |||||
| 10 RIVERSIDE PLAZA | CHICAGO | IL | 60606 | INVESTMENT SERVICES | $112,071 |
| 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 |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $55,675,876 | $55,675,876 |
| PARTICIPANT CTRB. | 900099 | $305,008 | $305,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,980,884 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,180,607 | TotalRevenueColumnAmt |
| Exclusion | $2,180,607 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,549,196 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,917,580 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$368,384 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$368,384 | TotalRevenueColumnAmt |
| Exclusion | -$368,384 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES | 900099 | $4,220,145 | $4,220,145 |
| SETTLEMENT | 900099 | $5,326 | $5,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,225,471 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,018,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,206,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,812,223 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,123,141 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,295 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,022 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,354 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,237 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,842 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,837 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,955 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,222 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,063 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,892 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,708 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,430 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,223 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ALLOCATED EXPENSES | $421,485 |
| CASE MANAGEMENT | $189,935 |
| CLAIMS PROCESSING | $74,880 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,506,881 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,135,251 | BOYAmt |
| EOY | $3,177,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,388 | BOYAmt |
| EOY | $2,933,596 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,926 | BOYAmt |
| EOY | $103,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $413,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,537 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,290 | BOYAmt |
| EOY | $4,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,752,232 | BOYAmt |
| EOY | $50,525,733 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,466,257 | BOYAmt |
| EOY | $16,933,966 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,303 | BOYAmt |
| EOY | $405,288 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,138,647 | BOYAmt |
| EOY | $74,084,552 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,412 | BOYAmt |
| EOY | $81,556 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,775 | BOYAmt |
| EOY | $513,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,187 | BOYAmt |
| EOY | $594,823 | 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 | $71,122,460 | BOYAmt |
| EOY | $73,489,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,122,460 | BOYAmt |
| EOY | $73,489,729 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,138,647 | BOYAmt |
| EOY | $74,084,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,488,303 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,855,572 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,537 | DepreciationAmt |
| Book Value | $4,860 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,860 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST INTERMEDIATE TERM HIGH YIELD FUND, L.P. | Desc |
| Book Value | $16,933,966 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,933,966 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $106,115 |
| LEASE LIABILITY - RENT | $407,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $513,267 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $66,635,195 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,855,572 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,855,572 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,779,623 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $238,955 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $238,955 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,018,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $64,267,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,267,926 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $238,955 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $238,955 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,506,881 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SPANO | ||||||||||||||
| CHAIRMAN/TRUSTEE | $0 | $202,014 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $63,520 | $0 | $265,534 | $0 | $0 |
| ANTHONY IORI | ||||||||||||||
| TRUSTEE | $0 | $186,448 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $61,968 | $0 | $248,416 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MIDWEST PENSION PLAN | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 366512748 | TO PROVIDE PENSION BENEFITS TO MEMBERS | IL | 401(A) | 0 |
| CENTRAL STATES JOINT BOARD AFL-CIO | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 362224162 | ASSIST LOCAL UNIONS | IL | 501C(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (162 entries)
| 3 WON |
| A & H PLUMBING HEATING |
| A SCHOENEMAN |
| ACME INDUSTRIAL CO |
| ADVANCED BOILER SYSTEMS |
| AEM BILLING |
| AMERICAN BODY COMPANY |
| AMERICAN METALCRAFT |
| AMERICAN NAME PLATE & ME |
| AMERICAN PLATING & MFG |
| ANDRIACHI INC |
| APOLLO PLASTICS |
| ARMBRUST PAPER TUBE |
| ASSOCIATE MEMBERSHIP |
| AUSTGEN ELECTRIC INC |
| AVANTI STAFFING |
| AYOTTE DECKER |
| BICC SYSTEMS |
| BARSTEEL |
| BESCO AIR INC |
| BETTER CONTAINER |
| BMW PLUMBING INC |
| BRIAN DEMBO OD |
| BROWN BROWN & GOMBERG |
| BROYLEES PLUMBING HEATIN |
| BUSINESS MACHINE AGENTS |
| C & G SYSTEMS CORP |
| CAC CORPORATION |
| CAMEO MOLD |
| CASSIDY PROLINE |
| CASTLE GROUP HEALTH |
| CCCB DBA CEMENOS |
| CENTRAL SHEET METAL PROD |
| CHEMCOATERS |
| CHICAGO ANODIZING |
| CHICAGO MAILING TUBE |
| CHICAGO STEEL HOLDINGS |
| CLOOS ROBOTIC WELDING |
| COLLEY ELEVATOR |
| COLORS FOR PLASTICS |
| COMMUNICATIONS DIRECT |
| CONDON & COOK |
| CONLIN LANDSCAPES |
| CRESCENT CARDBOARD CO |
| CSJB HEALTH & WELFARE FU |
| CSJB STAFF - 18 |
| CSJB STAFF - 30 |
| CUNNINGHAM INSURANCE AGC |
| D MARTIN |
| DIAMOND TOOL & MFG |
| DRUMMOND |
| DYNASTY MOLD BUILDERS |
| E GORNELL & SONS INC |
| E&C CUSTOM PLASTICS EXTR |
| ED'S AUTOMOTIVE |
| EDSAL MFG COMPANY |
| FORSIGHT VISIONS |
| FOX BOWL |
| FRESH EXPRESS CHIQUITA B |
| FRIGID FLUID CO |
| GENERAL EQUIPMENT CORP |
| GLOBAL MATERIAL TECHNOLO |
| GMT INC |
| GOLD COAST TICKETS |
| GREAT DANE TRAILERS |
| H E INSURANCE SERVICES |
| H GROUP |
| HANDI-FOIL CORPORATION |
| HANNA SACKS BAIS YAAKOV |
| HARD ROCK CONCRETE CUTTE |
| HARLEM AUTO PARTS PAIN |
| HFI FLUIDS |
| HIGHLAND TRADING |
| ICL INTERIOR ARCHITEC |
| IL ORG FOR JEWISH EDU |
| ISS |
| J & R LOCK |
| JAMES INSTRUMENTS |
| JOHNSON EYE CARE |
| JUDY'S MAILING SERVICE |
| KIWI CODERS CORP |
| LA-CO INDUSTRIES INC |
| LAKE ANESTHESIA |
| LAKE FOREST INT MEDICINE |
| LAKE FOREST OBGYN |
| LAKESHORE SECURITIES |
| LEVY CREATIONS |
| LIFETIME FINANCIAL GROUP |
| M BROWN FINANCIAL ADVIS |
| MAAS & SONS |
| MANDARIN ORANGE |
| MANOR TOOL AND MFG CO |
| MATIS INC |
| MCVEY & PARSKY LLC |
| MCVEY LAW |
| MELT DESIGN |
| MERCURY METAL |
| MICHAEL LEWIS CO |
| MIDDLETON OVERHEAD |
| MIDWEST DRILL FOUNDATION |
| MIDWEST PENSION STAFF |
| MILTON IND CORP |
| NO ENGRAVING (HOL) |
| NO ENGRAVING (SGROVE) |
| NO ENGRAVING (SALEM) |
| NOVUM STRUCTURES |
| ORTHOPEDIC ASSOCIATES |
| P&L SCREW PRODUCTS INC |
| PANKOW ASSOCIATES |
| PARSKY & GALLOWAY |
| PEO4ME |
| PERFECTION SPRING & STAM |
| PHILLIPS EYE CENTER |
| PHOENIX ELECTRIC |
| PRIMARY FREIGHT INC |
| PROVISION CYCLING |
| PTC TUBULAR PRODUCTS 9 |
| R & S DISTRIBUTING |
| RELEVANT HEALTHCARE |
| REPUBLIC PACKAGING CO |
| RETINA CONSULTANTS |
| RICHARDSON SEATING CO |
| RIETVELD EQUPMENT |
| ROBERT J NAPLETON & ASS |
| ROSATIS MCHENRY |
| S J ABRAMS & CO |
| SI JACOBSON II |
| SALVATORES |
| SECURITY INC |
| SERPE INSURANCE |
| SHEPARD MEDICAL |
| SIGMATRON INTERNATIONAL |
| SILVON |
| SMALL ASSEMBLIES |
| SPONGE CUSHION |
| SRW |
| STINGRAY MECHANICAL |
| STUTZ CO |
| TH RYAN |
| TESCO |
| THE LEVY GROUP |
| TOTAL WOMEN'S HEALTHCARE |
| TRAINOR TRUCKING INC |
| TRELLEBORG SEALING SOLUT |
| TRI-MARK WORKFORCE - D |
| TRI-MARK WORKFORCE - W |
| TWENTY FOUR 7 EXPEDITED |
| UCAL SYSTEMS INC |
| UNITY MANUFACTURING CO |
| UNIVERSAL BRUSH COMPANY |
| URBAN CARE LLC |
| URIEL PHARMACY |
| VAN NORMAN MOLDING |
| VEINS WITHOUT SURGERY |
| VESUVIUS USA |
| WEBER STEPHEN |
| WEBER STEPHENS - HUNTLEY |
| WEBER WAREHOUSE & DIST |
| WERTHEIMER BOX |
| WEST SUBURBAN EYE |
| WOLIN LAW GROUP LLC |
| WORLD CHICAGO |
| 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| K | $93,302 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| O | $0 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| P | $0 |