INTERNATIONAL ASSN OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND: Form 990, tax year 2022
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- Organization
- INTERNATIONAL ASSN OF HEAT & FROST INSULATORS LOCAL 17 WELFARE FUND (EIN 36-2148015)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-23
- IRS object ID
- 202312969349301606
- 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 | 2023-10-23T15:27:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CENTER SUITE | AddressLine1Txt |
| Address Line2 | 700 | AddressLine2Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362148015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL ASSOCIATION OF HEAT & | BusinessNameLine1Txt |
| Business Name Line2 | FROST INSULATORS LOCAL 17 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 7084688000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18520 SPRING CREEK DRIVE STE B | AddressLine1Txt |
| City | TINLEY PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MCGRATH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7084688000 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | MCGRATH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENEE J SPECK | PreparerPersonNm |
| PTIN | P00201492 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2023-10-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | THOMAS MCGRATH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18520 SPRING CREEK DRIVE STE B | AddressLine1Txt |
| City | TINLEY PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $101,389,268 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $109,714 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,552,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,248,139 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,038,117 | PYInvestmentIncomeAmt |
| CY Investment Income | -$630,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $641,808 | PYOtherRevenueAmt |
| CY Other Revenue | $572,289 | CYOtherRevenueAmt |
| PY Total Revenue | $23,341,676 | PYTotalRevenueAmt |
| CY Total Revenue | $22,189,545 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $19,629,859 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $21,529,145 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,212,387 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,286,101 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,114,645 | PYOtherExpensesAmt |
| CY Other Expenses | $1,068,092 | CYOtherExpensesAmt |
| PY Total Expenses | $21,956,891 | PYTotalExpensesAmt |
| CY Total Expenses | $23,883,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,384,785 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,693,793 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $63,312,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,512,237 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $258,977 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,308 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,053,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,405,929 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE, DEATH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, RETIREES AND THEIR DEPENDENTS. | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 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 | 8 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | MARY MCMULLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7084688000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18520 SPRING CREEK DRIVE STE B | AddressLine1Txt |
| City | TINLEY PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 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 | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| THOMAS MCGRATH | |||||||
| TRUSTEE | 0.50 | 50.00 | Yes (X) | $0 | $170,765 | $117,365 | |
| ROBERT FLYNN | |||||||
| TRUSTEE | 1.00 | 50.00 | Yes (X) | $0 | $160,916 | $115,492 | |
| PETER CASTELLARIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY LUSE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY MCMULLIN | |||||||
| FUND ADMINISTRATOR | 40.00 | $0 | $158,850 | $106,633 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $490,531 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $339,490 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MILLIMAN | |||||
| 71 SOUTH WACKER DRIVE 31ST FLOOR | CHICAGO | IL | 60606 | CONSULTANT | $185,188 |
| UCS HOLDINGS INC INETICO LLC DBA VALE | |||||
| 23048 N 15TH AVE | PHOENIX | AZ | 85027 | CASE MANAGEMENT | $175,590 |
| BASYS | |||||
| 3700 KOPPERS STREET SUITE 400 | BALTIMORE | MD | 21227 | DATA PROCESSING | $156,755 |
| NATIONAL INVESTMENT SERVICES | |||||
| 777 EAST WISCONSIN AVENUE SUITE 23 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGER | $118,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $19,457,004 | $19,457,004 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $2,182,093 | $2,182,093 |
| SELF FUNDED MEDICAL REFUNDS | 900099 | $609,042 | $609,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,248,139 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,292,723 | TotalRevenueColumnAmt |
| Exclusion | $1,292,723 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,276,117 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,199,723 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,923,606 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,923,606 | TotalRevenueColumnAmt |
| Exclusion | -$1,923,606 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENTS FROM RELATED ORGAN | 900099 | $557,745 | $557,745 |
| MISCELLANEOUS | 900099 | $9,544 | $9,544 |
| SETTLEMENT INCOME | 900099 | $5,000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $572,289 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,189,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,248,139 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$58,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,529,145 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,483 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,474 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,985 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,699 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,460 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,524 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,746 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,457 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,898 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,264 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,286 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,795 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,060 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,071 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| SUBSCRIPTIONS | $15,147 |
| PCORI FEE | $9,912 |
| MEMBERSHIP FEES | $3,645 |
| REPAIRS & MAINTENANCE | $887 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,883,338 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,303 | BOYAmt |
| EOY | $728,568 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,135 | BOYAmt |
| EOY | $1,147,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,697,531 | BOYAmt |
| EOY | $3,012,848 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,369 | BOYAmt |
| EOY | $937,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $697,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $690,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,454 | BOYAmt |
| EOY | $7,394 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,042,468 | BOYAmt |
| EOY | $49,678,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,312,260 | BOYAmt |
| EOY | $55,512,237 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,977 | BOYAmt |
| EOY | $106,308 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,977 | BOYAmt |
| EOY | $106,308 | 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 | $63,053,283 | BOYAmt |
| EOY | $55,405,929 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,053,283 | BOYAmt |
| EOY | $55,405,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,312,260 | BOYAmt |
| EOY | $55,512,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,693,793 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,953,561 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $435,275 | DepreciationAmt |
| Book Value | $1,425 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $255,244 | DepreciationAmt |
| Book Value | $5,969 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,394 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,526,782 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,953,561 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,953,561 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,480,343 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $151,457 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $557,745 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $709,202 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,189,545 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,174,136 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,174,136 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $151,457 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $557,745 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $709,202 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,883,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REIMBURSEMENTS FROM RELATED FUNDS FOR SHARED ADMINISTRATIVE EXPENSES 557,745. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SHARED ADMINISTRATIVE EXPENSES 557,745. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MCGRATH | ||||||||||||||
| TRUSTEE | $0 | $170,765 | $0 | $0 | $0 | $0 | $0 | $79,418 | $0 | $37,947 | $0 | $288,130 | $0 | $0 |
| ROBERT FLYNN | ||||||||||||||
| TRUSTEE | $0 | $160,916 | $0 | $0 | $0 | $0 | $0 | $77,545 | $0 | $37,947 | $0 | $276,408 | $0 | $0 |
| MARY MCMULLIN | ||||||||||||||
| FUND ADMINISTRATOR | $0 | $158,850 | $0 | $0 | $0 | $0 | $0 | $68,598 | $0 | $38,035 | $0 | $265,483 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE ORGANIZATION'S 990 WAS PROVIDED TO THE ENTIRE GOVERNING BODY FOR ITS REVIEW AND APPROVAL BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL BENEFITS OFFICE. |
| FORM 990, PART IX, LINE 5 | THE INTERATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 17, WHICH IS A RELATED ORGANZIATION TO THE FILER, PAYS THE SALARIES AND FRINGE BENEFITS FOR THE FUND'S ADMINISTARTOR WHO IS INCLUDED ON PART VII AS AN OFFICER OF THE FUND. IN TURN, THE LOCAL ISSUES THE REQUIRED TAX FORMS, INCLUDING THE FORM W-2 FOR THESE EXPENSES. THE FUND REIMBURSES THE LOCAL FOR THE ALLOCABLE EXPENSES. |
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 |
|---|---|---|---|---|---|---|---|---|
| INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 ANNUITY FUND | ||||||||
| 18520 SPRING CREEK DRIVE | TINLEY PARK | IL | 60477 | 366754873 | TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS | IL | 401A | 0 |
| INTL ASSOCIATION OF HEAT AND FROST LOCAL 17 PENSION FUND | ||||||||
| 18520 SPRING CREEK DRIVE | TINLEY PARK | IL | 60477 | 516033290 | TO PROVIDE RETIREMENT BENEFITS FOR MEMBERS | IL | 401A | 0 |
| INTL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WKRS LOCAL 17 | ||||||||
| 18520 SPRING CREEK DRIVE | TINLEY PARK | IL | 60477 | 360750325 | LABOR UNION | IL | 501C5 | 0 |
| HEAT & FROST INSULATORS LOCAL 17 TRAINING TRUST | ||||||||
| 18520 SPRING CREEK DRIVE | TINLEY PARK | IL | 60477 | 366206849 | APPRENTICE TRAINING - CONTRIBUTING EMPLOYER | IL | 501C5 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (60 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| API INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| ABC INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| ABSOLUTE INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| ALL SEASONS INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| ALLIED POWER LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| AMERICAN INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| APACHE INDUSTRIAL COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| BRANDSAFWAY INDUSTRIES LL COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| BROCK INDUSTRIAL SERVICES COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CEC ENVIRONMENTAL COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CHAMPAIGN A & K INSULATIO COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CHER-MAR COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CHGO & COOK CO BUILDING COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CHICAGO PIPE & BOILER CO COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| CLIMATE PROS INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| COLEMAN INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMAND INSULATION LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| COMPLETE INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| DAM PLUMBING INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| DETTMANN INDUSTRIES INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| EARLEY INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| EJ STEVENS COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| FALLS MECHANICAL INSULAT COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| FIRECO INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| FIVE STAR INSULATION CORP COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| GRAY INSULATION LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| HAYES INDUSTRIES INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| HOLIAN INSULATION CO INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| INDEPENDENT MECHANICAL IN COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| INSULATION PARTNERS INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| INSULATION TECHNOLOGY COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| JC INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| LUSE THERMAL TECH COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| M&O ENVIRONMENTAL COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| M&O INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| MATRIX HOLDINGS COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST MECHANICAL INSULA COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NA LOGAN INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NATIONAL INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON FIRESTOP & LIFE COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON INSULATION CENTRAL COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON INSULATION WI COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| NOONAN INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| OMALLEY BROTHERS INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| PARKSIDE INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| PLATINUM SPECIALTY SERVIC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| PREMIER INSULATION LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| PRIME INSULATION LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| RHL INSULATION & FIRE COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| RL BONDY INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| SHIELD INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| SPRINKMANN INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| SPRINKMANN SONS CORP COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| ST JOHN PLUMBING COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| THORNBURGH INSULATION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| TIME INSULATION CO COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| UNION TANK ERECTION COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| UNIV LLC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| UNIVERSAL INSULATION INC COUNT | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |