MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND: Form 990, tax year 2021
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- Organization
- MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND (EIN 38-6058383)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-13
- IRS object ID
- 202321949349301597
- Schema version
- 2021v4.0
- 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 | 2023-07-13T16:57:21-04:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDA GRACE STULZ & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 VAN DYKE AVE STE 100 | AddressLine1Txt |
| City | STERLING HEIGHTS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386058383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN CARPENTERS' HEALTH CARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAMIAN HILL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2486456550 | PhoneNum |
| Signature | 2023-06-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAMIAN | PersonFirstNm |
| Person Last | HILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STULZ | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2023-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAMIAN HILL | PrincipalOfficerNm |
| Gross Receipts | $43,596,806 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,610,357 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,068,659 | CYProgramServiceRevenueAmt |
| PY Investment Income | $430,643 | PYInvestmentIncomeAmt |
| CY Investment Income | $307,610 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,179 | PYOtherRevenueAmt |
| CY Other Revenue | $5,243 | CYOtherRevenueAmt |
| PY Total Revenue | $25,045,179 | PYTotalRevenueAmt |
| CY Total Revenue | $25,381,512 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $24,117,926 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,166,292 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,340,967 | PYOtherExpensesAmt |
| CY Other Expenses | $2,351,150 | CYOtherExpensesAmt |
| PY Total Expenses | $26,458,893 | PYTotalExpensesAmt |
| CY Total Expenses | $22,517,442 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,413,714 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,864,070 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,772,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,716,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,417,084 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,622,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,355,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,093,341 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICPANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC INTERNATIONAL CORP | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DR | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM LUTZ | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $241,870 | $0 |
| MIKE BARNWELL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $174,182 | $0 |
| BRIAN KERRIGAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $93,350 | $38,195 |
| VINCE DAWE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $87,516 | $38,195 |
| CHAD MILLER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $81,682 | $38,195 |
| JASON REED | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $77,792 | $37,987 |
| KEVIN KRIEG | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $63,355 | $17,264 |
| LEON TURNWALD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $53,125 | $13,985 |
| KEVIN KLINGER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $53,125 | $13,085 |
| GREGG GRANGER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM HENDRICK | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| DAMIAN HILL | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JOHN KERSAAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JAMES MALENICH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| BOB SPENCE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $925,997 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,906 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 600 EAST LAFAYETTE | DETROIT | MI | 48226 | CLAIMS ADMIN | $1,114,274 |
| TIC INTERNATIONAL CORPORATION | |||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | ADMINISTRATION | $830,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | $20,491,744 | $20,491,744 |
| PARTICIPANT SELF-PAYMENTS | 230000 | $4,576,915 | $4,576,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,068,659 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437,311 | TotalRevenueColumnAmt |
| Exclusion | $437,311 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,085,593 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,215,294 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$129,701 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$129,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$129,701 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LIQUIDATED DAMAGES | 900099 | $3,922 | $3,922 |
| OTHER | 900099 | $1,321 | $1,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,243 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,381,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,944,201 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $437,311 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,166,292 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,869,350 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,832 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,993 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,768 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,748 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,927 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,576 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,826 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,965 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBER COMMUNICATIONS | $39,346 |
| BANK SERVICE CHARGES | $22,528 |
| NOTICES TO PARTICIPANTS | $4,662 |
| EDUCATION FOUNDATION DUES | $1,520 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,517,442 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,759 | BOYAmt |
| EOY | $1,753,399 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,678 | BOYAmt |
| EOY | $804,918 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,601 | BOYAmt |
| EOY | $2,141,989 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,544 | BOYAmt |
| EOY | $605,400 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,909,998 | BOYAmt |
| EOY | $15,410,443 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,772,580 | BOYAmt |
| EOY | $20,716,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,084 | BOYAmt |
| EOY | $1,622,808 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,216,000 | BOYAmt |
| EOY | $13,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,417,084 | BOYAmt |
| EOY | $14,622,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,496 | BOYAmt |
| EOY | $6,093,341 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,496 | BOYAmt |
| EOY | $6,093,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,772,580 | BOYAmt |
| EOY | $20,716,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,864,070 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,126,225 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $12,325,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $675,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,000,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,226,519 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,126,225 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,126,225 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,352,744 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $28,768 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $28,768 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,381,512 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,488,674 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $22,488,674 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $28,768 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $28,768 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,517,442 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|
| TOM LUTZ | ||
| CHAIRMAN | $241,870 | $241,870 |
| MIKE BARNWELL | ||
| TRUSTEE | $174,182 | $174,182 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY TRUST FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECUASE OF THIS ORGANIZATIONAL REQUIREMENT THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED IN THE INSTRUCTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE FUND IS ADMINISTERED BY A BOARD OF 12 TRUSTEES, COMPRISED OF SIX UNION TRUSTEES AND SIX EMPLOYER TRUSTEES. THE UNION TRUSTEES ARE APPOINTED BY THE UNION AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE ASSOCIATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART I ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| FORM 990, PART VII | LINE 1A - THE TRUSTEES OF THE FUND SERVED WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, SEVERAL TRUSTEES WERE COMPENSATED AS EMPLOYEES OF CONTRIBUTING EMPLOYERS TO THE FUND AND, AS SUCH, "RELATED ORGANIZATIONS" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHIGAN CARPENTERS' PENSION FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386233978 | PENSION | MI | 401A | N/A | false | |
| MICHIGAN CARPENTERS' APPRENT FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386122431 | TRAINING | MI | 501C3 | N/A | false | 2 |
| MICHIGAN REGIONAL COUNCIL OF CARP | ||||||||||
| 400 RENAISSANCE CENTER 1010 | DETROIT | MI | 48243 | 383292997 | UNION | MI | 501C5 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (179 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A & F CONSTRUCTION CO INC | |
| N/A | false |
| ACP OF LENAWEE INC | |
| N/A | false |
| A & G CONSTRUCTION LLC | |
| N/A | false |
| ACOUSTICAL ARTS INC | |
| N/A | false |
| ADVANTAGE INDUSTRIAL SYS LLC | |
| N/A | false |
| ALLIED POWER SERV MICH | |
| N/A | false |
| AMALIO CORPORATION | |
| N/A | false |
| ANLAAN CORPORATION | |
| N/A | false |
| APPLETON LATHING CORP | |
| N/A | false |
| ARBOR CONSTRUCTION PERSONNEL | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| ASSOCIATED CONST CO | |
| N/A | false |
| ATHLETICA SPORT SYSTEMS | |
| N/A | false |
| ATLANTIC COMPANY THE | |
| N/A | false |
| AUSTIN COMPANY THE | |
| N/A | false |
| AZCO INC | |
| N/A | false |
| B & B CONTRACTING SERVICE CO | |
| N/A | false |
| B3 INSTALLATIONS INC | |
| N/A | false |
| BARTON MALOW CO | |
| N/A | false |
| BEAU'S SEATING CO INC | |
| N/A | false |
| BEAVER EXCAVATING | |
| N/A | false |
| BHI SPECILITY SERVICES | |
| N/A | false |
| BOLDT COMPANY | |
| N/A | false |
| BRANDSAFWAY INDUSTRIES LLC | |
| N/A | false |
| BRENCAL CONTRACTORS | |
| N/A | false |
| BRENNAN JF CO INC | |
| N/A | false |
| BRIX CORP | |
| N/A | false |
| BRONNER WM AND SONS CONTR | |
| N/A | false |
| BROWN & BROWN GENERAL CONTRACT | |
| N/A | false |
| BUCK CLIFFORD CONSTRUCTION CO | |
| N/A | false |
| CARPENTERS FOR HIRE | |
| N/A | false |
| CASE CONSTRUCTION CO INC | |
| N/A | false |
| CASE WORK LLC | |
| N/A | false |
| CASTLES BROS INC | |
| N/A | false |
| CHAMPION SPECIALTY SERV LLC | |
| N/A | false |
| CHENANGO SPORTS IC | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS INC | |
| N/A | false |
| CLARK CONSTRUCTION CO | |
| N/A | false |
| CLIMATE PROS INC | |
| N/A | false |
| CLOSNER CONSTRUCTION | |
| N/A | false |
| CLS CONSTRUCTION SERVICE | |
| N/A | false |
| COLLINS DESIGNBUILD INC | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| COMMERCIAL CONTRACTING NORTH | |
| N/A | false |
| COMMERCIAL CONTRACTORS INC | |
| N/A | false |
| COMSTOCK CONSTRUCTION COMPANY | |
| N/A | false |
| CONSTRUCTION LABOR SERVICES | |
| N/A | false |
| CONTINENTAL CONSTRUCTION INC | |
| N/A | false |
| COOK JACKSON CONTRACTORS | |
| N/A | false |
| CRYDERMAN BUILDERS INC | |
| N/A | false |
| DAN'S EXCAVATING INC | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DELTA T CONSTRUCTION CO INC | |
| N/A | false |
| DOBIE CONSTRUCTION INC | |
| N/A | false |
| DOVER & COMPANY | |
| N/A | false |
| DWL TRADES LLC | |
| N/A | false |
| DZ CONSTRUCTION | |
| N/A | false |
| ERICKSON & LINDSTROM CON | |
| N/A | false |
| F A INDUSTRIAL SERVICES INC | |
| N/A | false |
| FESSLER & BOWMAN | |
| N/A | false |
| FISHER CONTRACTING | |
| N/A | false |
| FLOORING SYSTEMS INC | |
| N/A | false |
| FOULKE CONSTRUCTION CO | |
| N/A | false |
| G O SERVICES LLC | |
| N/A | false |
| GARDNER CEMENT CONTRACTORS INC | |
| N/A | false |
| GEGARE TILE INC | |
| N/A | false |
| GEMS-GILBERT EXPOMGMT SRVCS | |
| N/A | false |
| GERACE CONSTRUCTION CO INC | |
| N/A | false |
| GIBSON-LEWIS | |
| N/A | false |
| GILMOUR CONSTRUCTION INC | |
| N/A | false |
| GLENNS TILE & CARPET | |
| N/A | false |
| GLOBAL WRAP ENVIRO CONT INC | |
| N/A | false |
| GODDEYNE CONSTRUCTION | |
| N/A | false |
| GOEDECKE VERNON L CO INC | |
| N/A | false |
| GRAND RIVER CONSTRUCTION INC | |
| N/A | false |
| GRANGER CONTRACTING CO INC | |
| N/A | false |
| GRANITE-KRAEMER | |
| N/A | false |
| GROUT SYSTEMS | |
| N/A | false |
| GUNDLACH CHAMPION INC | |
| N/A | false |
| HACKETT CONSTRUCTION | |
| N/A | false |
| HAMMER COMMERCIAL INTERIORS | |
| N/A | false |
| HANEL MATT CONSTRUCTION INC | |
| N/A | false |
| HARDMAN CONSTRUCTION | |
| N/A | false |
| HAYES MECHANICAL | |
| N/A | false |
| HERBERT CONSTRUCTION COMPANY | |
| N/A | false |
| HEINEMAN J R & SONS | |
| N/A | false |
| HENDRICK RC AND SON INC | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HULL C A INC | |
| N/A | false |
| HUSSMAN SERVICES CORP | |
| N/A | false |
| IDEAL CONTRACTING | |
| N/A | false |
| IMMEL HOWARD INC | |
| N/A | false |
| INDUSTRIAL CONSTRUCTION SERVICE | |
| N/A | false |
| INDUSTRIAL MAINTENANCE SERVICE | |
| N/A | false |
| INSTALLATION SPECIALISTS | |
| N/A | false |
| INTEGRITY INTERIORS | |
| N/A | false |
| INTERIOR INSTALLATIONS SRVS | |
| N/A | false |
| JENSEN J R CONSTRUCTION INC | |
| N/A | false |
| JOHNSON SERENUS | |
| N/A | false |
| KALAKAY CONSTRUCTION | |
| N/A | false |
| KAYCEE CONST DBA DSI ACOUNSTICAL | |
| N/A | false |
| KIWEIT POWER CONSTRUCTORS | |
| N/A | false |
| KLEIN CABINETS AND INTERIORS | |
| N/A | false |
| KOKOSING ALBERICI LLC | |
| N/A | false |
| KOKOSING INDUSRIAL INC | |
| N/A | false |
| KRIEGHOFF LENAWEE COMPANY | |
| N/A | false |
| L A CONSTRUCTION CORPORATION | |
| N/A | false |
| LAKEHEAD CONSTRUCTORS | |
| N/A | false |
| LARKIN ENTERORUSES INC | |
| N/A | false |
| LARSON-DANIELSON CONSTRUCTION | |
| N/A | false |
| LASALLE GROUP INC | |
| N/A | false |
| LEIMENSTOLL SERVICES | |
| N/A | false |
| LINDBERG A & SONS | |
| N/A | false |
| LUNDA CONSTRUCTION CO | |
| N/A | false |
| MARSHALL WADE CONSTRUCTION | |
| N/A | false |
| MASTER CRAFT CARPET SVC | |
| N/A | false |
| MAVID CONSTRUCTION SERVICES | |
| N/A | false |
| MCGUIRES PROFESSIONAL CONST | |
| N/A | false |
| MCT SERVICES | |
| N/A | false |
| MEYER CR & SONS COMPANY | |
| N/A | false |
| MICHELS CORPORATION | |
| N/A | false |
| MICHIGAN OVERHEAD DOOR | |
| N/A | false |
| MILBOCKER & SONS INC | |
| N/A | false |
| MIRON CONSTRUCTION CO INC | |
| N/A | false |
| MONARCH WELDING | |
| N/A | false |
| MOORE-TROSPER CONSTRUCTION CO | |
| N/A | false |
| MUSKEGON QUALITY BLDRS INC | |
| N/A | false |
| N B PROCESSING INC | |
| N/A | false |
| NASHVILLE CONSTRUCTION CO | |
| N/A | false |
| NESS ROY CONTRACTING & SALES | |
| N/A | false |
| NICHOLSON CONSTRUCTION | |
| N/A | false |
| NIELSEN COMMERCIAL CONST CO | |
| N/A | false |
| NORTHERN INDUSTRIAL CONST INC | |
| N/A | false |
| O BOYLE AND COMPANY | |
| N/A | false |
| O'HARROW CONSTRUCTION CO | |
| N/A | false |
| PCI CONSTRUCTION SERVICES LLC | |
| N/A | false |
| PEARSON EQUIPMENT & SERVICE | |
| N/A | false |
| PEREZ J CONSTRUCTION INC | |
| N/A | false |
| PLATINUM SPECIALTY SERVICES | |
| N/A | false |
| PRESLEY PRECISION | |
| N/A | false |
| R & S CEMENT | |
| N/A | false |
| REICHENBACK CEILING & | |
| N/A | false |
| RHOADS & JOHNSON LLC | |
| N/A | false |
| RICHARD GROUP LLC | |
| N/A | false |
| ST COTTER TURBINE SERIVCES | |
| N/A | false |
| SCHWEITZER INC | |
| N/A | false |
| SHOULDICE BROTHERS INC | |
| N/A | false |
| SIEMENS GENERATION SVS CO | |
| N/A | false |
| SITELINE INTERIOR CARPENTRY | |
| N/A | false |
| SIWEK CONSTRUCTION CO | |
| N/A | false |
| SOLID PLATFORMS INC | |
| N/A | false |
| SORENSON GROSS | |
| N/A | false |
| SOULE W & COMPANY | |
| N/A | false |
| SPENCE BROTHERS | |
| N/A | false |
| SPIEKER CO THE | |
| N/A | false |
| STRUT TECH SYSTEMS LLC | |
| N/A | false |
| SUNSTONE INDUSTRIAL CONSTRUCTION | |
| N/A | false |
| TEACHOUT'S INDUSTRIAL | |
| N/A | false |
| THATCHER FOUNDATIONS LLC | |
| N/A | false |
| TOEBE CONSTRUCTION LLC | |
| N/A | false |
| TONN AND BLANK CONSTRUCTION | |
| N/A | false |
| TREND GROUP CUSTOM ARCHITECTUAL | |
| N/A | false |
| TRI CITY ACOUSTICAL | |
| N/A | false |
| TRI-K CONSTRUCTION | |
| N/A | false |
| TURBINE PROS LLC | |
| N/A | false |
| TURNER BROOKS INC | |
| N/A | false |
| UNITED LABOR SERVICES INC | |
| N/A | false |
| W & G LLC | |
| N/A | false |
| WALBRIDGE EQUIPMENT INSTALLATIONS | |
| N/A | false |
| WALKER COMMERCIAL INTERIORS | |
| N/A | false |
| WALSH CONST CO II LLC | |
| N/A | false |
| WENGER CORPORATION | |
| N/A | false |
| WHITMARSH BUILDERS | |
| N/A | false |
| WILLIAMS PLANT SERVICES LLC | |
| N/A | false |
| WOBIG CONSTRUCTION COMPANY | |
| N/A | false |
| WOODS CONSTRUCTION INC | |
| N/A | false |
| Z CONTRACTORS | |
| N/A | false |
| ZENITH TECH INC | |
| N/A | false |
| ZIOLKOWSKI CONSTRUCTION INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |