BOILERMAKERS NATIONAL HEALTH & WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOILERMAKERS NATIONAL HEALTH & WELFARE FUND (EIN 36-6090694)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349302730
- 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 | 2023-11-13T09:43:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 366090694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOILERMAKERS NATIONAL HEALTH & WELFARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOIL | BusinessNameControlTxt |
| Phone | 9139067517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIO RODRIGUEZ | PersonNm |
| Person Title | CHIEF INVESTMENT OFFICER | PersonTitleTxt |
| Phone | 9139067517 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIO | PersonFirstNm |
| Person Last | RODRIGUEZ | 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 | DOUG BERTOSSI | PreparerPersonNm |
| PTIN | P00637990 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-11-10 | 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 | MARIO RODRIGUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $538,077,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BNF-KC.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | 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 | $196,849,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $193,640,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,816,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,597,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,201,071 | PYOtherRevenueAmt |
| CY Other Revenue | $969 | CYOtherRevenueAmt |
| PY Total Revenue | $255,866,207 | PYTotalRevenueAmt |
| CY Total Revenue | $214,239,032 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $186,129,358 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $186,702,048 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,526,726 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,469,487 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,732,013 | PYOtherExpensesAmt |
| CY Other Expenses | $8,894,197 | CYOtherExpensesAmt |
| PY Total Expenses | $196,388,097 | PYTotalExpensesAmt |
| CY Total Expenses | $197,065,732 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,478,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,173,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,261,871,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,158,235,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,486,314 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,211,650 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,233,385,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,130,024,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS FOR 14,310 PARTICIPANTS 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 | 0 | 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 | 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONYA PAVELAC-WALKER | PersonNm |
| Phone | 9139067497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12200 N AMBASSADOR DRIVE SUITE 326 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RONNIE TRAXLER | |||||||
| MANAGEMENT TRUSTEE - CHAIR | 1.19 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FULTZ | |||||||
| SEE SCHEDULE O | 0.62 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK GALLAGHER | |||||||
| SEE SCHEDULE O | 1.19 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHELDON TRAXLER | |||||||
| MANAGEMENT TRUSTEE-VICE CH | 1.08 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J MICHAEL CARROLL | |||||||
| MANAGEMENT TRUSTEE | 1.73 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH REYNOLDS | |||||||
| MANAGEMENT TRUSTEE | 0.65 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CLAY HERFORD | |||||||
| SEE SCHEDULE O | 0.46 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WEST | |||||||
| SEE SCHEDULE O | 0.50 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MULCONNERY | |||||||
| SEE SCHEDULE O | 1.54 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER O'NEILL | |||||||
| SEE SCHEDULE O | 1.35 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY HOWELL | |||||||
| SEE SCHEDULE O | 0.46 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG BELFATTO | |||||||
| MANAGEMENT TRUSTEE | 0.54 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| AARON LANDOLT | |||||||
| MANAGEMENT TRUSTEE | 0.46 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ED MCWHORTER III | |||||||
| MANAGEMENT TRUSTEE | 1.15 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VALVO | |||||||
| MANAGEMENT TRUSTEE | 1.15 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY JEFFERIES | |||||||
| SEE SCHEDULE O | 1.15 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY SIMMONS | |||||||
| SEE SCHEDULE O | 0.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| LORI JASPERSON | |||||||
| CHIEF OPERATIONS OFFICER | 23.30 | 46.70 | Yes (X) | $98,599 | $191,269 | $89,261 | |
| MARIO RODRIQUEZ | |||||||
| CHIEF INVESTMENT OFFICER | 10.00 | 40.00 | Yes (X) | $95,918 | $276,720 | $150,002 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $194,517 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $467,989 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,263 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS | |||||
| PO BOX 52150 | PHOENIX | AZ | 85072 | ADMINISTRATIVE SERVICES | $33,611,882 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | |||||
| 900 COTTAGE GROVE RD BLOOMFIELD C | BLOOMFIELD | CT | 06002 | ADMINISTRATIVE SERVICES | $6,475,059 |
| WILSON-MCSHANE CORPORATION | |||||
| 12200 N AMBASSADOR DRIVE SUITE 400 | KANSAS CITY | MO | 64163 | MANAGEMENT SERVICES | $2,190,254 |
| INVESCO CORE REAL ESTATE | |||||
| 1101 CALIFORNIA ST SUITE 475 | KANSAS CITY | KS | 66101 | INVESTMENT MANAGER | $771,895 |
| NATIONAL INVESTMENT SERVICES | |||||
| 777 E WISCONSIN AVE SUITE 2350 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGER | $741,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $149,000,422 | $149,000,422 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $34,767,578 | $34,767,578 |
| PRESCRIPTION REBATES | 525100 | $9,639,915 | $9,639,915 |
| DELINQUENT EMPLOYER IN | 525100 | $200,928 | $200,928 |
| MEDICARE SUBSIDY | 525100 | $31,744 | $31,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $193,640,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,575,951 | TotalRevenueColumnAmt |
| Exclusion | $22,575,951 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $321,859,585 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $323,838,060 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,978,475 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,978,475 | TotalRevenueColumnAmt |
| Exclusion | -$1,978,475 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $969 | TotalRevenueColumnAmt |
| Exclusion | $969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,239,032 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $193,640,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,598,445 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,702,048 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,517 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,931 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,205 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,737 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,097 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,768,500 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,546 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,115 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,533,113 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,091 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,345 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,103 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,580 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,958 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,620 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,206 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT COMMITTEE ON ADMI | Desc |
| Total | $20 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,065,732 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,641 | BOYAmt |
| EOY | -$387,777 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,195,607 | BOYAmt |
| EOY | $56,391,318 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,074,656 | BOYAmt |
| EOY | $8,013,149 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,344 | BOYAmt |
| EOY | $489,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,153 | BOYAmt |
| EOY | $179,245 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,704,952 | BOYAmt |
| EOY | $302,228,476 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,390,848 | BOYAmt |
| EOY | $786,242,400 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,030,490 | BOYAmt |
| EOY | $5,079,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,871,691 | BOYAmt |
| EOY | $1,158,235,747 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,665 | BOYAmt |
| EOY | $1,205,092 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,617,567 | BOYAmt |
| EOY | $3,767,115 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,515,082 | BOYAmt |
| EOY | $23,239,443 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,486,314 | BOYAmt |
| EOY | $28,211,650 | 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 | $1,233,385,377 | BOYAmt |
| EOY | $1,130,024,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233,385,377 | BOYAmt |
| EOY | $1,130,024,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,871,691 | BOYAmt |
| EOY | $1,158,235,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,173,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$120,534,580 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $269,012,124 | F |
| LIMITED LIABILITY COMPANIES | $214,836,096 | F |
| 103-12 INVESTMENT ENTITIES | $51,529,113 | F |
| COMMON COLLECTIVE TRUST | $250,727,463 | F |
| CAYMAN ISLANDS EXEMPTED COMPANIES | $137,604 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $786,242,400 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $64,709 |
| LIABILITY FOR SECURITIES ON LOAN | $22,916,582 |
| DUE TO BROKER | $258,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,239,443 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $88,171,339 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$120,534,580 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$120,534,580 | RevenueNotReportedAmt |
| Revenue Subtotal | $208,705,919 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,533,113 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,533,113 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $214,239,032 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $191,532,619 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $191,532,619 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,533,113 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,533,113 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $197,065,732 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED OCTOBER 27, 1977, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT IN CAYMAN ISLAND EXEMPTED COMPANIES | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $137,604 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $137,604 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $137,604 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $71,066 | $202,265 | $0 | $0 | $24,852 | $74,455 | $31,725 | $90,296 | $7,275 | $20,706 | $134,918 | $387,722 | $0 | $0 |
| LORI JASPERSON | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $97,732 | $189,716 | $0 | $0 | $867 | $1,553 | $25,759 | $50,002 | $4,590 | $8,910 | $128,948 | $250,181 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $245,154 | $245,154 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $85,133 | $85,133 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $8,645 | $8,645 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $31,503 | $31,503 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $119,416 | $119,416 | Yes (1) | Yes (1) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $489,851 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | 1. EFFECTIVE 01/01/2022, ADDED MDLIVE AS A TELEHEALTH PROVIDER 2. TERMINATED AMERICAN WELL AS A TELEHEALTH PROVIDER EFFECTIVE 06/30/2022 3. REMOVED PLAN PROVISIONS THAT LIMIT IN-NETWORK BENEFITS TO INDIVIDUALS WHO DO NOT HAVE MEDICARE AS THEIR PRIMARY COVERAGE 4. RETIRE FUND OFFICE EMPLOYEES WILL AUTOMATICALLY BE ENROLLED IN THE FUNDS MEDICARE ADVANTAGE PLAN ONCE MEDICARE BECOMES THEIR PRIMARY COVERAGE. 5. EFFECTIVE 07/01/2022, ADDED A BENEFIT FOR SECOND VIRTUAL OPINIONS THROUGH CLEVELAND CLINIC |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD IS APPOINTED BY THE BARGAINING ORGANIZATIONS, 50% BY THE EMPLOYERS AND 50% BY THE UNION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE RETURN IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT FOR REVIEW BEFORE BEING PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DOES REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE ORGANIZATION. THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE PLAN AND TRUST DOCUMENTS AND SUMMARY ANNUAL REPORT ARE ON THE WEBSITE AND AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A | THE FOLLOWING TRUSTEES ARE COMPENSATED BY A NON-PROFIT RELATED ORGANIZATION AND COMPENSATION INFORMATION WILL BE MADE AVAILABLE UPON REQUEST. JOHN T. FULTZ, UNION TRUSTEE - SECRETARY PATRICK M. GALLAGHER, UNION TRUSTEE - ASST. SECRETARY MARK KEFFELER, UNION TRUSTEE CLAY HERFORD, UNION TRUSTEE MICHAEL WEST, UNION TRUSTEE WILLIAM MULCONNERY, UNION TRUSTEE CHRISTOPHER O'NEILL, UNION TRUSTEE ANTHONY HOWELL, UNION TRUSTEE TIMOTHY JEFFERIES, UNION TRUSTEE TIMOTHY SIMMONS, UNION TRUSTEE |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BOILERMAKERS LOCAL LODGE 1 | ||||||||
| SOUTHEAST DISTRICT LODGE 3 | ||||||||
| BOILERMAKERS LOCAL LODGE 4 | ||||||||
| BOILERMAKERS LOCAL LODGE 5 | ||||||||
| BOILERMAKERS LOCAL LODGE 11 | ||||||||
| BOILERMAKERS LOCAL LODGE 13 | ||||||||
| BOILERMAKERS LOCAL LODGE 26 | ||||||||
| BOILERMAKERS LOCAL LODGE 27 | ||||||||
| BOILERMAKERS LOCAL LODGE 28 | ||||||||
| BOILERMAKERS LOCAL LODGE 29 | ||||||||
| BOILERMAKERS LOCAL LODGE 40 | ||||||||
| BOILERMAKERS LOCAL LODGE 45 | ||||||||
| BOILERMAKERS DISTRICT 57 | ||||||||
| BOILERMAKERS LOCAL LODGE 60 | ||||||||
| BOILERMAKERS LOCAL LODGE 83 | ||||||||
| BOILERMAKERS LOCAL LODGE 85 | ||||||||
| BOILERMAKERS LOCAL LODGE 92 | ||||||||
| BOILERMAKERS LOCAL LODGE 101 | ||||||||
| BOILERMAKERS LOCAL LODGE 105 | ||||||||
| BOILERMAKERS LOCAL LODGE 107 | ||||||||
| BOILERMAKERS LOCAL LODGE 108 | ||||||||
| BOILERMAKERS LOCAL LODGE 154 | ||||||||
| BOILERMAKERS LOCAL LODGE 169 | ||||||||
| BOILERMAKERS LOCAL LODGE 237 | ||||||||
| BOILERMAKERS LOCAL LODGE 242 | ||||||||
| BOILERMAKERS LOCAL LODGE 363 | ||||||||
| BOILERMAKERS LOCAL LODGE 374 | ||||||||
| BOILERMAKERS LOCAL LODGE 433 | ||||||||
| BOILERMAKERS LOCAL LODGE 455 | ||||||||
| BOILERMAKERS LOCAL LODGE 502 | ||||||||
| BOILERMAKERS LOCAL LODGE 549 | ||||||||
| BOILERMAKERS LOCAL LODGE 627 | ||||||||
| BOILERMAKERS LOCAL LODGE 647 | ||||||||
| BOILERMAKERS LOCAL LODGE 667 | ||||||||
| BOILERMAKERS LOCAL LODGE 693 | ||||||||
| BOILERMAKERS LOCAL LODGE 744 | ||||||||
| IBB LOCAL 1 TRAINING AND EDUCA | ||||||||
| BM L 83 SUPPLEMENTAL TRAINING | ||||||||
| BOILERMAKERS LOCAL 107 DEVELOP | ||||||||
| WESTERN STATES JOINT APPRENTIC | ||||||||
| BOILERMAKER L 549 APPRENTICE & | ||||||||
| LOCAL 374 DEVELOPMENT & TRAINI | ||||||||
| BOILERMAKER L 85 JOINT TRAININ | ||||||||
| GREAT LAKES AREA APPRENTICESHIP | ||||||||
| LONE STAR DISTRICT LODGE | ||||||||
| BOILERMAKERS DISTRICT 5 (MISSI | ||||||||
| SOUTHEASTERN AREA JOINT APPREN | ||||||||
| LOCAL LODGE #647 DEVELOPMENT & | ||||||||
| NORTHEASTERN AREA APPRENTICESH | ||||||||
| BNAP ADMINISTRATIVE | ||||||||
| CITY OF LOS ANGELES DEPT OF | ||||||||
| MOST OFFICE | ||||||||
| BOILERMAKER - BLACKSMITH NATIONAL PENSION TRUST | ||||||||
| 12200 N AMBASSADOR DR STE 326 | KANSAS CITY | MO | 64163 | 486168020 | PENSION BENEFIT | MO | 401(A) | 0 |
| BOILERMAKERS NATIONAL ANNUITY TRUST | ||||||||
| 12200 N AMBASSADOR DR STE 326 | KANSAS CITY | MO | 64163 | 481029345 | 401(A) | MO | 401(A) | 0 |
| BOILERMAKERS LOCAL 92 JAC | ||||||||
| INTL BROTHERHOOD BOILERMAKERS | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (31 entries)
| ATI SERVICES LLC |
| ADIRONDACK MECHANICAL SERVICES |
| ADVANCED PROJECT CONTROLS |
| ALLOY CLADDING COMPANY LLC |
| ARCH FABRICATING LLC |
| CONSTRUCTION & TURNAROUND SERV |
| FRESH MEADOW POWER LLC |
| FRESH MEADOW POWER NE LLC |
| GREAT ARROW BUILDERS |
| GIBRALTAR CHIMNEY INTERNATIONA |
| GRACON LLC |
| HAYES MECHANICAL INC |
| HAYES COMMERCIALLLC |
| HAYES SERVICESLLC |
| ICON MECHANICAL CONST AND ENG |
| JH KELLY LLC |
| PALMER CONTRACTORS LLC |
| PLIBRICO COMPANY LLC |
| SOUTHERN ILLINOIS BOILER LLC |
| SGS US EAST COAST LLC |
| STAR MECHANICAL CONTRACTORS |
| STERLING INDUSTRIAL LLC |
| UNITED TECHNICAL SERVICES LLC |
| V SPECIALTY SERVICES LLC |
| VULCAN INDUSTRIAL CONTRACTORS |
| AZZ WSI LLC |
| BOILEROOM FABRICATION LLC |
| GUBMK |
| NORMINN INDUSTRIAL LLC |
| QA SUPPORT LP |
| TURNER INDUSTRIAL MAINTENANCE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (278 entries)
| 3B SERVICES INC |
| A&B WELDING & CONSTRUCTION INC |
| ACMS GROUP |
| ADAPTIVE STAINLESS INC FKA MU |
| ADVANCED FIELD SERVICES |
| ADVANTAGE INDUSTRIAL SYSTEMS L |
| AECON TECHNICAL SERVICES INC |
| AIRCO POWER SERVICES INC |
| ALB INC |
| ALBERICI CONSTRUCTORS INC |
| ALLIANCE CONSTRUCTORS |
| ALLIED POWER SERVICES LLC |
| ALLIED POWER SERVICES MICHIGAN |
| AMERICAN BOILER COMPANY |
| AMERICAN BOILER TANK & WELDING |
| AMERICAN COMBUSTION SERVICES |
| AMEX NOOTER LLC |
| AMS MECHANICAL SYSTEMS INC |
| ANDEE BOILER & WELDING CO |
| AP&F CONSTRUCTION |
| APCOMPOWER |
| APOLLO SHEET METAL INC |
| APTIM SERVICES LLC |
| ARB INC |
| ASHTON AND COMPANY INC |
| ASSOCIATED TANK CONSTRUCTORS |
| ATLANTIC PLANT MAINTENANCE IN |
| ATLAS BOILER & WELDING CO IN |
| AZCO INC |
| BABCOCK & WILCOX CONSTRUCTION |
| BADGER LABOR SERVICES LLC |
| BARNHART NORTHEAST |
| BARTON MALOW COMPANY |
| BAY CITY BOILER & ENGINEERING |
| BAY ENGINEERING LLC |
| BAY SHIPBUILDING CORP |
| BG INDUSTRIAL SERVICES |
| BHI ENERGY SPECIALTY SERVICES |
| BLACK & VEATCH CONSTRUCTION |
| BLUE PEAKS INDUSTRIAL LLC |
| BMWC CONSTRUCTORS INC |
| BOILERMAKERS LOCAL LODGE 454 |
| BOILERMATIC WELDING INDUSTRIES |
| BOILERWORKS INC |
| BOND MECHANICAL CONSTR LLC |
| BOWEN ENGINEERING CORPORATION |
| BRADLEY-SCIOCCHETTI INC |
| BRAGG INVESTMENT COMPANY |
| BRANDSAFWAY INDUSTRIES LLC |
| BRAYCO INC |
| BROCK INDUSTRIAL SERVICES LLC |
| BURNN BOILER & MECHANICAL INC |
| C R MEYER & SONS CO |
| CADY AQUASTORE INC |
| CALCULATED CONTROLS LLC |
| CALIFORNIA AQUASTORE |
| CALIFORNIA BOILER INC |
| CALIFORNIA SPECTRA INSTRUMENTA |
| CBI SERVICES LLC |
| CENTRAL MAINTENANCE & WELDING |
| CH MURPHY CLARK ULLMAN INC |
| CHAMPION PAINTING SPECIALTY SE |
| CHAMPION SPECIALTY SERVICES LL |
| CHAPMAN CORPORATION |
| CHATTANOOGA BOILER & TANK |
| CHERNE CONTRACTING CORP |
| CHESTER POOL SYSTEMS INC |
| CHUGACH FEDERAL SOLUTIONS INC |
| CLEAVER BROOKS |
| COLLIER CONSTRUCTION SERVICES |
| COMMERCIAL CONSTRUCTION INC |
| COMMON ARC CORPORATION |
| COMPREHENSIVE CONSTRUCTION SOL |
| CONSOLIDATED MECHANICAL INC |
| CONTINENTAL STEEL TANK CO IN |
| CONTRACTOR CARGO DBA CONTRACTO |
| CP WARD INC |
| CRUISE BOILER & REPAIR CO INC |
| CUST O FAB SPECIALTY SERVICES |
| DAVIS PICKERING & CO INC |
| DAY & ZIMMERMANN |
| DCK PROJECT MANAGEMENT SERVICE |
| DDJ CONSTRUCTION WELDING INC |
| DETROIT BOILER COMPANY |
| DETROIT METRO MECHANICAL INC |
| EARLY CONSTRUCTION CO |
| EAST COAST WELDING & CONSTRUCT |
| EDWARDS ENGINEERING |
| EMMERT INTERNATIONAL |
| ENERFAB POWER & INDUSTRIAL IN |
| F M SYLVAN INC |
| F&B STEEL ERECTORS INC |
| FARMERS ALLOY FABRICATING |
| FERMA CORP |
| FEWER BOILER |
| FISHER TANK CO |
| FLUOR CONSTRUCTORS INTERNATION |
| FLUOR MAINTENANCE SERVICES |
| FOREST CITY ERECTORS INC |
| FRANK LILL & SONS INC |
| FREITAG - WEINHARDT INC |
| FURINO & SONS INC |
| FUSION BOILER WORKS INC |
| GD BARRI & ASSOCIATES INC |
| GEM INDUSTRIAL INC |
| GEMMA POWER SYSTEMS LLC |
| GLASROCK PRODUCTS INC |
| GLOBAL SCAFFOLD CONSTRUCTION S |
| GRAHAM INDUSTRIAL MAINTENANCE |
| GRAYCOR INDUSTRIAL CONSTRUCTOR |
| GREAT LAKES POWER INC |
| GRP WEGMAN COMPANY (FKA GRP ME |
| GULF COAST INDUSTRIAL MAINTENA |
| HAMON CUSTODIS INC |
| HARDER MECHANICAL CONTRACTORS |
| HASKELL CORPORATION |
| HEAVY METAL WELDING & FABRICAT |
| HELFRICH BROTHERS BOILER WORKS |
| HENKELS & MCCOY INC |
| HI-TECH WELD OVERLAY GROUP LL |
| HOHL INDUSTRIAL SERVICES INC |
| HOLLY CONSTRUCTION CO |
| HOOPER CORPORATION |
| HRI INC |
| HUDSON BOILER & TANK COMPANY |
| ICC COMMONWEALTH CORPORATION |
| INDEPENDENT MECHANICAL INDUSTR |
| INDUSTRIAL CONTRACTORS SKANSKA |
| INDUSTRIAL POWER SYSTEMS |
| INDUSTRIAL RESOURCING GROUP |
| INDUSTRIAL SERVICES INC |
| INSTEEL LLC |
| INTEGRATED GLOBAL SERVICES |
| IPC LYDON LLC |
| J POLI INC |
| J&J GENERAL MAINTENANCE INC |
| J GIVOO CONSULTANTS INC |
| JACOBS BOILER & MECH IND INC |
| JAFFA CONSTRUCTION INC |
| JAMAR COMPANY |
| JERSEY TANK FABRICATORS INC |
| JETT INDUSTRIES |
| JJ WHITE INC |
| JOHNSON CONTRACTORS INC |
| K&E FABRICATING CO INC |
| KEE CONSTR SERV & CONSULTING |
| KELLEY STEEL ERECTORS INC |
| KENNEDY TANK & MFG CO INC |
| KERFORD LIMESTONE COMPANY |
| KIEWIT POWER CONSTRUCTORS CO |
| LAKEHEAD CONSTRUCTORS INC |
| LARKIN ENTERPRISES |
| LINCOLN MANUFACTURING INC |
| LINTEC CORPORATION |
| LIPPERT MECHANICAL SERVICE LLC |
| LIQUID METAL COATING SOLUTIONS |
| LOCKE AMI LLC |
| LYNN LEFEVRE WELDING |
| M&M WELDING AND FABRICATION IN |
| MADISON INDUSTRIAL SERVICES TE |
| MANAFORT BROTHERS INC |
| MATRIX NAC |
| MC INDUSTRIAL INC |
| MCABEE CONSTRUCTION INC |
| MCCARLS INC |
| MCGRAWKOKOSING INC |
| ME&I CONSTRUCTION SERVICES IN |
| MECHANICAL ADVANTAGE CONSTRUCT |
| MECHANICAL SYSTEM SERVICES LLC |
| MECHANICAL TECHNOLOGIES INC |
| MEL KAY ELECTRIC CO INC |
| MEYER UTILITY STRUCTURES LLC |
| MID MOUNTAIN BOILER & STEAM I |
| MID-AMERICA GUNITE INC |
| MILCO NATIONAL CONSTRUCTORS |
| MILETTA BROTHERS INC |
| MILLER INDUSTRIAL SERVICE TEAM |
| MILLER MECHANICAL SERVICES |
| MOLLENBERG - BETZ INC |
| MONARCH WELDING & ENG INC |
| MORRISON CONSTRUCTION CO |
| MORSEY CONSTRUCTORS LLC |
| MUNROE INC |
| MURPHY COMPANY |
| MVN ASSOCIATES INC |
| NAES POWER CONTRACTORS INC |
| NAES POWER CONTRACTORS PMR DIV |
| NATIONAL STEEL CITY LLC |
| NB PROCESSING |
| NBW INC (NATIONAL BOILER WORKS |
| NEW AGE FASTENING SYSTEMES IN |
| NEWPORT NEWS SHIPBUILDING |
| NOLAN BOILER & TANK SERVICE I |
| NOOTER CONSTRUCTION CO |
| NORTHERN HORIZONS SOLWAY INC |
| O'CONNOR CORPORATION |
| OMI INDUSTRIAL SERVICES LLC |
| OPTIMUS INDUSTRIES DBA CHANUTE |
| ORBIS SIBRO INC |
| OTONE MECHANICAL CONSTRUCTION |
| OWENS & PRIDGEN INC |
| PACIFIC TANK & CONSTRUCTION IN |
| PBBS EQUIPMENT CORPORATION |
| PCI ENERGY SERVICES LLC |
| PERFORMANCE MECHANICAL INC |
| PETERSON SHEET METAL INC |
| PIONEER PIPER INC |
| PIPING & EQUIPMENT CO INC |
| PLANT SERVICES GROUP INC |
| POPHAM MECHANICAL CONTRACTORS |
| POWER & COMBUSTION INC |
| POWER SOURCE SERVICES INC |
| POWER TECH SERVICES LLC |
| PROFESSIONAL CONSTRUCTION SERV |
| PULLMAN POWER LLC |
| PURVIS & FOSTER INC |
| RAGAN MECHANICAL INC |
| RAMCON INDUSTRIES INC |
| RAND CONSTRUCTION CO |
| RCR SERVICES INC |
| REGIS MAINTENANCE CONTRACTORS |
| RICHMOND COUNTY CONSTRUCTORS |
| RIGGS DISTLER & CO |
| RL TRAXLER & ASSOCIATES LLC |
| RMF NOOTER INC |
| ROCKFORD CORPORATION |
| SAVANNAH RIVER MISSION COMPLET |
| SAVANNAH RIVER NUCLEAR SOLUTIO |
| SAVANNAH RIVER REMEDIATION LLC |
| SBS CONSTRUCTORS INC |
| SCANLON ASSOCIATES INDUSTRIAL |
| SCHECK MECHANICAL CORP |
| SCHULTZ INDUSTRIAL SERVICES IN |
| SCM SOLUTIONS LLC |
| SHEARER CONSTRUCTION |
| SIEMENS ENERGY GENERATION SERV |
| SIMAKAS COMPANY INC |
| SONGER SERVICES INC DBA SSS |
| SOUTH SIDE WELDING & BOILER WO |
| SPECIALTY WELDING AND TURNAROU |
| SRL SERVICES LLC |
| STACK BROTHERS MECHANICAL CONT |
| STANTON MECHANICAL INC |
| STEVENS ENGINEERS & CONSTRUCTO |
| SULZER TOWER FIELD SERVICE (CA |
| T-BAILEY INC |
| TECHNICAL ERECTORS INC |
| TESAR INDUSTRIAL CONTRACTORS |
| THE BOLDT COMPANY |
| THE NEW GENERATION (TNG) ENGIN |
| TRAVIS CONSTRUCTION COMPANY IN |
| TRI RIVERS WELDING INC |
| TROY BOILER WORKS |
| TRSC INC |
| TURBINEPROS LLC |
| TWIN WIRE ARC INC |
| UNION TANK ERECTION INC |
| UNITED CONSTRUCTION CO INC |
| UPS INDUSTRIAL SERVICES OF CA |
| US PIPING INC |
| US TANK & MECHANICAL SERVICES |
| UST TESTING SERVICES INC |
| VERTICAL ACCESS SOLUTIONS LLC |
| WO GRUBB STEEL ERECTION INC |
| WAI CONSTRUCTION GROUP |
| WALASHEK INDUSTRIAL & MARINE |
| WB FOSSON & SONS INC |
| WELDTECH SERVICES INC |
| WESTERN COMBUSTION LLC |
| WILLIAMS PLANT SERVICES LLC |
| WILLIAMS SPECIALTY SERV LLC |
| WILTSIE CONSTRUCTION CO INC |
| WINBCO TANK CO |
| WITHERUP CONSTRUCTION CO INC |
| WORLEY INDUSTRIAL SERVICES INC |
| WRIGLEY MECHANICAL INC |
| WW GAY MECHANICAL CONTRACTOR I |
| XCEL ENERGY (NSP - MN) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 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 | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATED ORGANIZATION AS AN INDIVIDUAL OR SOLE PROPRIETOR: | FormAndLineReferenceDesc |
| Explanation | CP ENVIROMENTAL LLC CRAWFORD BOILER & ENGINEERING SEA MACHINE MFG LLC | ExplanationTxt |