PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & PIPE FITTERS-23 HEALTH & WELFARE FUND (EIN 36-6110305)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349309800
- 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 | 2023-11-14T13:10:40-06:00 | 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 STE | 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 | 366110305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & PIPEFITTERS LOCAL 23 UA | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 8153978350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY HUFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8153978350 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | HUFF | 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 | BRANDON WOLBER | PreparerPersonNm |
| PTIN | P01460460 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2023-11-13 | 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 | TIMOTHY HUFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,054,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 9 | 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 | $9,293,563 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,269,879 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,376,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $618,412 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87 | PYOtherRevenueAmt |
| CY Other Revenue | $459 | CYOtherRevenueAmt |
| PY Total Revenue | $11,670,583 | PYTotalRevenueAmt |
| CY Total Revenue | $11,888,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,315,379 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $12,243,366 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $76,320 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $633,090 | PYOtherExpensesAmt |
| CY Other Expenses | $691,070 | CYOtherExpensesAmt |
| PY Total Expenses | $12,024,789 | PYTotalExpensesAmt |
| CY Total Expenses | $13,021,401 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$354,206 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,132,651 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,329,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,005,201 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,565 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,304,233 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,917,636 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE, LIFE, DENTAL, VISION, PRESCRIPTION DRUG AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS. | 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 | Yes (1) | 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 | 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 | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY HUFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8153978350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4525 BOEING DRIVE | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611092934 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|
| TIMOTHY HUFF | ||||||
| CHAIRMAN | 1.00 | 55.00 | Yes (X) | $0 | $173,666 | $106,554 |
| RYAN MARSHALL | ||||||
| TRUSTEE | 1.00 | 51.00 | Yes (X) | $0 | $147,366 | $94,936 |
| RYAN TRACEY | ||||||
| TRUSTEE | 1.00 | 51.00 | Yes (X) | $0 | $149,758 | $94,936 |
| WILLIAM SPRAGUE | ||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| BRIAN HELM | ||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT WOODEN | ||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| GREGORY HILL | ||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| RICK LUNDVALL | ||||||
| ALTERNATE TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| GREG HARLE | ||||||
| ALTERNATE TRUSTEE | 1.00 | 45.00 | Yes (X) | $0 | $143,144 | $59,245 |
| JOSH CERONI | ||||||
| TRUSTEE - NEW | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| JAMES ZWEEP | ||||||
| TRUSTEE - PAST | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $613,934 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,671 | 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 |
|---|---|---|---|---|---|
| SAV RX | |||||
| 224 N PARK AVE | FREMONT | NE | 68025 | BENEFIT PROVIDER | $2,050,373 |
| ACTIVATE HEALTHCARE LLC | |||||
| 2010 N DAMEN AVE | CHICAGO | IL | 60647 | CLINIC ADMINISTRATOR | $555,716 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PPO NETWORK PROVIDER | $314,181 |
| BENEFITS MANAGEMENT GROUP INC | |||||
| 903 COMMERCE DRIVE SUITE 304 | OAKBROOK | IL | 60523 | ADMINISTRATIVE FEES | $303,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $9,864,936 | $9,864,936 |
| PARTIC AND RETIREE CONTRIBUTIONS | 900099 | $752,733 | $752,733 |
| PRESCRIPTION DRUG REBATES | 900099 | $458,413 | $458,413 |
| SUBROGATION | 900099 | $103,442 | $103,442 |
| CLINIC ADMINISTRATION FEES | 900099 | $90,355 | $90,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,269,879 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $588,712 | TotalRevenueColumnAmt |
| Exclusion | $588,712 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,195,559 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,165,859 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,700 | TotalRevenueColumnAmt |
| Exclusion | $29,700 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $459 | TotalRevenueColumnAmt |
| Exclusion | $459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $459 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,888,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,269,879 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $618,871 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,243,366 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,580 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,161 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,357 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,867 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,509 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,890 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,773 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,090 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,094 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,611 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,849 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,477 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,803 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,323 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES MANDATED BY ACA | $1,961 |
| MISCELLANEOUS | $841 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,021,401 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,867 | BOYAmt |
| EOY | $1,593,090 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,842 | BOYAmt |
| EOY | $255,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,794 | BOYAmt |
| EOY | $1,415,564 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,182 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,898 | BOYAmt |
| EOY | $88,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $457,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $419,716 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,221 | BOYAmt |
| EOY | $37,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,384,360 | BOYAmt |
| EOY | $25,605,407 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,329,164 | BOYAmt |
| EOY | $29,005,201 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,600 | BOYAmt |
| EOY | $81,307 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,208 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331 | BOYAmt |
| EOY | $2,050 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,931 | BOYAmt |
| EOY | $87,565 | 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 | $34,304,233 | BOYAmt |
| EOY | $28,917,636 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,304,233 | BOYAmt |
| EOY | $28,917,636 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,329,164 | BOYAmt |
| EOY | $29,005,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,132,651 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,253,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $7,946 | BeginningBalanceAmt |
| Additions During Year | $16,521,624 | AdditionsDuringYearAmt |
| Distributions During Year | $16,444,025 | DistributionsDuringYearAmt |
| Ending Balance | $85,545 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $345,662 | DepreciationAmt |
| Book Value | $585 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,054 | DepreciationAmt |
| Book Value | $36,833 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,418 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| Amt | $2,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,050 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,555,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,253,946 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$4,253,946 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,809,660 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $79,090 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $79,090 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,888,750 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,942,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,942,311 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $79,090 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $79,090 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,021,401 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE PLAN SERVES AS A CONDUIT TO COLLECT REMITTANCES ON BEHALF OF AFFILIATED BENEFIT FUNDS AND ORGANIZATIONS. SUCH REMITTANCES ARE INTIALLY RECEIVED THROUGH A LOCKBOX HELD BY THE PLAN. AMOUNTS ARE HELD BY THE PLAN IN THE LOCKBOX UNTIL DISBURSEMENT TO THE AFFILIATED ENTITY IS MADE. |
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY HUFF | ||||||||||||||
| CHAIRMAN | $0 | $168,244 | $0 | $0 | $0 | $5,422 | $0 | $75,894 | $0 | $30,660 | $0 | $280,220 | $0 | $0 |
| RYAN TRACEY | ||||||||||||||
| TRUSTEE | $0 | $143,645 | $0 | $0 | $0 | $6,113 | $0 | $66,728 | $0 | $28,208 | $0 | $244,694 | $0 | $0 |
| RYAN MARSHALL | ||||||||||||||
| TRUSTEE | $0 | $142,408 | $0 | $0 | $0 | $4,958 | $0 | $66,728 | $0 | $28,208 | $0 | $242,302 | $0 | $0 |
| GREG HARLE | ||||||||||||||
| ALTERNATE TRUSTEE | $0 | $142,376 | $0 | $0 | $0 | $768 | $0 | $31,241 | $0 | $28,004 | $0 | $202,389 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE FUND HAS AN AGREEMENT WITH BENEFITS MANAGEMENT GROUP, INC. TO PERFORM CERTAIN THIRD PARTY ADMINISTRATIVE DUTIES. THE TPA AGREES TO PROVIDE BENEFITS TO OR ON BEHALF OF PARTICIPANTS IN ADDITION TO ACCOUNTING AND RECORDKEEPING FUNCTIONS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD CHAIRMAN AND THIRD PARTY ADMINISTRATOR FOR THEIR REVIEW, APPROVAL AND SIGNATURE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HEALTH AND WELFARE FUND MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 376123990 | PROVIDE PENSION BENEFITS | IL | 401(A) | N/A | NOT APPLICABLE | 0 |
| PLUMBERS & PIPEFITTES LOCAL 23 UA TRAINING FUND | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 366109329 | APPRENTICE AND JOURNEYMEN TRAINING | IL | 501(C)5 | N/A | NOT APPLICABLE | 0 |
| ROCKFORD PIPE TRADES INDUSTRY 401(K) PLAN | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 391951674 | PROVIDE RETIREMENT BENEFITS | IL | 401(A) | N/A | NOT APPLICABLE | 0 |
| UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 362118228 | CONTRIBUTING EMPLOYER | IL | 501(C)5 | N/A | NOT APPLICABLE | 0 |
| ROCKFORD PIPE TRADES LABOR MANAGEMENT COOPERATION COUNCIL | ||||||||||
| 4525 BOEING DRIVE | ROCKFORD | IL | 61109 | 262258555 | LABOR MANAGEMENT COOPERATION COUNCIL | IL | 501(C)(6) | N/A | NOT APPLICABLE | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (61 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ALLIED POWER LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| ALPHA CONTROLS & SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| AREA MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AUTOMATIC ENVIRONMENTAL | |
| CONTRIBUTING EMPLOYER | 0 |
| AUTOMATIC FIRE SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CERONI PIPING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CFMVR TESCO | |
| CONTRIBUTING EMPLOYER | 0 |
| CLIMATE PROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CONSOLIDATED MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| DESIGN PLUMBING & PIPING | |
| CONTRIBUTING EMPLOYER | 0 |
| EWING DOHERTY MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| FIVE STAR PLUMBING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| GEOSTAR MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARTWIG PLUMBING & HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| HONEYWELL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HUSSMANN CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| JB CONTRACTING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHNSON CONTROLS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GA RICH & SONS | |
| CONTRIBUTING EMPLOYER | 0 |
| JF AHERN CO | |
| CONTRIBUTING EMPLOYER | 0 |
| LOESCHER HEATING & AC | |
| CONTRIBUTING EMPLOYER | 0 |
| MCT SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST MECHANICAL INDUST (BYRON) | |
| CONTRIBUTING EMPLOYER | 0 |
| MILLER ENGINEERING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| MO-ST PLUMBING & MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| NELSON CARLSON MECH CONTR | |
| CONTRIBUTING EMPLOYER | 0 |
| PCI ENERGY SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| PEARSON PLUMBING & HTG | |
| CONTRIBUTING EMPLOYER | 0 |
| ROCK VALLEY CONCRETE CUT | |
| CONTRIBUTING EMPLOYER | 0 |
| SERVICE CONCEPTS | |
| CONTRIBUTING EMPLOYER | 0 |
| SERVICE PLUMBING | |
| CONTRIBUTING EMPLOYER | 0 |
| SIEMENS WESTINGHOUSE GENE | |
| CONTRIBUTING EMPLOYER | 0 |
| TCJ MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TOBIN BROTHERS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TOTAL PLUMBING & HEATING | |
| CONTRIBUTING EMPLOYER | 0 |
| TRANE COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| TRITON TEST BALANCE DESIGN | |
| CONTRIBUTING EMPLOYER | 0 |
| AUTOMATIC MECHANICAL SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| CW BURNS CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MVP PLUMBING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| RJ O'NEIL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HELM MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| 1901 INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ADVANTAGE POINT GROUP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CALUMET CITY PLUMBING | |
| CONTRIBUTING EMPLOYER | 0 |
| CLE CONCRETE CUTTING SERVICES COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| COBRA CONCRETE CUTTING SERVICES COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| CORNERSTONE MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| DEPENDABLE PLUMBING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DILLETT MECHANICAL SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| HARTWIG MECHANICAL | |
| CONTRIBUTING EMPLOYER | 0 |
| INDEPENDENT MECHANICAL INDUSTRIES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KRK MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MECHANICAL SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| PRECISION PIPING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| RPM PLUMBING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| WILHELMI PLUMBING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| ZONE MECHANICAL NORTH | |
| CONTRIBUTING EMPLOYER | 0 |
| PREMISTAR | |
| CONTRIBUTING EMPLOYER | 0 |
| VEHICLE LIFTS & MECHANICAL | |
| 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | THE SPONSORING ORGANIZATION OF THE FUND IS THE JOINT BOARD OF TRUSTEES. | ExplanationTxt |