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CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349307351
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

FieldValueIRS element (for citing)
Return2023-11-15T10:12:02-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 3200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362376645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL STATES JOINT BOARD HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK SPANOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3127380822PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastSPANOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01366109PTIN
Phone2126955003PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK SPANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$90,588,859GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$59,582,840PYProgramServiceRevenueAmt
CY Program Service Revenue$56,648,871CYProgramServiceRevenueAmt
PY Investment Income$3,099,004PYInvestmentIncomeAmt
CY Investment Income$1,966,838CYInvestmentIncomeAmt
PY Other Revenue$2,788,214PYOtherRevenueAmt
CY Other Revenue$3,195,948CYOtherRevenueAmt
PY Total Revenue$65,470,058PYTotalRevenueAmt
CY Total Revenue$61,811,657CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$61,091,322PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$56,102,874CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$519,472PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$568,759CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,779,013PYOtherExpensesAmt
CY Other Expenses$1,896,474CYOtherExpensesAmt
PY Total Expenses$63,389,807PYTotalExpensesAmt
CY Total Expenses$58,568,107CYTotalExpensesAmt
PY Revenues Less Expenses$2,080,251PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,243,550CYRevenuesLessExpensesAmt
Total Assets BOY$76,841,141TotalAssetsBOYAmt
Total Assets EOY$72,138,647TotalAssetsEOYAmt
Total Liabilities BOY$400,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,016,187TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$76,440,671NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$71,122,460NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 4,700 ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document206IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BENNY CASTRO - RES 822
TRUSTEE0.30Yes (X)$0$150,280$22,677
GARY FAIRHEAD
TRUSTEE0.30Yes (X)$0$0$0
SHELDON ROSEN
TRUSTEE0.30Yes (X)$0$0$0
NORMAN SOEP
TRUSTEE0.30Yes (X)$0$0$0
PHILIP SITKOWSKI - EFF 822
TRUSTEE0.30Yes (X)$0$82,543$39,555
ANTHONY IORI
TRUSTEE0.30Yes (X)$0$174,448$63,016
MARK SPANO
CHAIRMAN/TRUSTEE0.30Yes (X)$0$190,014$64,707
LYNETTE ALLEN
PLAN MANAGER40.00$78,641$0$36,557Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$78,641TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$597,285TotReportableCompRltdOrgAmt
Total Other Compensation$226,512TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL60601NETWORK ADMINISTRATION$1,628,301
VALENZ CAREVALENZ CARE
23048 N 15TH AVEPHOENIXAZ85027UTILIZATION REVIEW$195,776
ALERA GROUP INC
410 NORTH MICHIGAN AVE 12TH FLOORCHICAGOID60611INVESTMENT SERVICES$130,287
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$56,239,119$56,239,119
PARTICIPANT CTRB.900099$409,752$409,752
FieldValueIRS element (for citing)
Total Program Service Revenue$56,648,871TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,840,845TotalRevenueColumnAmt
Exclusion$1,840,845ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,903,195SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,777,202SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$125,993SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,993TotalRevenueColumnAmt
Related Or Exempt Func Income$125,993RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REBATES900099$3,024,088$3,024,088
SETTLEMENT900099$171,860$171,860
FieldValueIRS element (for citing)
Other Revenue Total$3,195,948OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,811,657TotalRevenueColumnAmt
Related Or Exempt Func Income$59,970,812RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,840,845ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$56,102,874TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$78,641TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$193,040TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$274,508TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,570TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$224,541TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$96,019TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$233,427TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$149,881TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54,862TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,974TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$117,486TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,915TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,983TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$369,608TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ALLOCATED EXPENSES$277,465
CASE MANAGEMENT$201,168
CLAIMS PROCESSING$79,251
PCORI FEES$28,927

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,967TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,568,107TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,254,091BOYAmt
EOY$6,135,251EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,836,724BOYAmt
EOY$2,141,388EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$92,734BOYAmt
EOY$133,926EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$413,397LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$406,107LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,273BOYAmt
EOY$7,290EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$55,977,339BOYAmt
EOY$46,752,232EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,662,980BOYAmt
EOY$16,466,257EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$502,303EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,841,141BOYAmt
EOY$72,138,647EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,403BOYAmt
EOY$250,412EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$305,067BOYAmt
EOY$765,775EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$400,470BOYAmt
EOY$1,016,187EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$76,440,671BOYAmt
EOY$71,122,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,440,671BOYAmt
EOY$71,122,460EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,841,141BOYAmt
EOY$72,138,647EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,243,550ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,561,761NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$413,397OtherCostOrOtherBasisAmt
Depreciation$406,107DepreciationAmt
Book Value$7,290BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,290TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOST INTERMEDIATE TERM HIGH YIELD FUND, L.P.Desc
Book Value$16,466,257BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$16,466,257TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO BROKER FOR PENDING TRADES$196,804
DUE TO RELATED ORGANIZATIONS$66,668
LEASE LIABILITY - RENT$502,303
FieldValueIRS element (for citing)
Total Liability$765,775TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$53,016,469TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,561,761NetUnrealizedGainsInvstAmt
Revenue Not Reported-$8,561,761RevenueNotReportedAmt
Revenue Subtotal$61,578,230RevenueSubtotalAmt
Investment Expenses Not Incld$233,427InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$233,427RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$61,811,657TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$58,334,680TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$58,334,680ExpensesSubtotalAmt
Investment Expenses Not Incld2$233,427InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$233,427ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$58,568,107TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK SPANO
CHAIRMAN/TRUSTEE$0$190,014$0$0$0$0$0$0$0$64,707$0$254,721$0$0
ANTHONY IORI
TRUSTEE$0$174,448$0$0$0$0$0$0$0$63,016$0$237,464$0$0
BENNY CASTRO - RES 822
TRUSTEE$0$150,280$0$0$0$0$0$0$0$22,677$0$172,957$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
MIDWEST PENSION PLAN
245 FENCL LANEHILLSIDEIL60162366512748TO PROVIDE PENSION BENEFITS TO MEMBERSIL401(A)0
CENTRAL STATES JOINT BOARD AFL-CIO
245 FENCL LANEHILLSIDEIL60162362224162ASSIST LOCAL UNIONSIL501C(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (164 entries)

3 WON
A & H PLUMBING
A SCHOENEMAN
ACME INDUSTRIAL
ADVANCED BOILER
AEM BILLING
AMERICAN BODY C
AMERICAN METALC
AMERICAN NAME P
AMERICAN PLATIN
AMTEC PRECISION
ANDRIACHI INC
APOLLO PLASTICS
ARMBRUST PAPER
AUSTGEN ELECTRI
AVANTI STAFFING
AYOTTE DECKER
BICC SYSTEM
BACIN GROUP
BARSTEEL
BESCO AIR INC
BETTER CONTAINE
BMW PLUMBING IN
BRIAN DEMBO OD
BROWN BROWN &
BROYLEES PLUMBI
BUSINESS MACHIN
C & G SYSTEMS C
CAMEO MOLD
CASSIDY PROLINE
CASTLE GROUP HE
CCCB DBA CEMENO
CENTRAL SHEET M
CHEMCOATERS
CHICAGO ANODIZI
CHICAGO MAILING
CHICAGO STEEL
COLORS FOR PLAS
COMMUNICATIONS
CONDON & COOK
CONLIN LANDSCAP
COTTON GOODS MF
CRESCENT CARDBO
CSJB HEALTH & W
CSJB STAFF - LOCAL 18
CSJB STAFF - LOCAL 30
CUNNINGHAM INSU
D MARTIN
DIAMOND TOOL &
DRUMMOND
DUPAGE PLASTIC SURGERY
DYNASTY MOLD BR
E GORNELL & SON
E&C CUSTOM PLAS
ED'S AUTOMOTIVE
EDSAL MFG COMPA
FORSIGHT VISIONS
FRANKLIN ENTERPRISES
FRESH EXPRESS - CHIQUITA
FRIGID FLUID CO
FOX BOWL
GENERAL EQUIPME
GLOBAL MATERIAL
GMT INC
GREAT DANE TRAI
H GROUP
HANDI-FOIL CORP
HARD ROCK CONCR
HARLEM AUTO PAR
H E INSURANCE SERVICE
HFI FLUIDS
HIGHLAND TRADIN
HOME PRODUCTS I
HANNA SACKS BAIS YA
ICL INTERIOR
IL ORG FOR JEWI
ISS
JAMES INSTRUMEN
J&R LOCK SERVICE
JUDY'S MAILING
RIETVELD EQUIPMENT
KIWI CODERS COR
LA-CO INDUSTRIE
LAKE ANESTHESIA
LAKE FOREST INT
LAKE FOREST OB
LAKESHORE SECUR
LIFE FITNESS
M BROWN & ASSO
MAAS & SONS
MANDARIN ORANGE
LEVY CREATIONS
MANOR TOOL AND
MCVEY & PARSKY
MELT DESIGN
MERCURY METAL
MICHAEL EPSTEIN
MICHAEL LEWIS C
MIDDLETON OVERH
MIDLAND ORAL
MIDWEST DRILL F
MIDWEST PENSION
MILTON IND COR
MOTHERWAY & NAP
NO ENGRAVING (HOL)
NO ENGRAVING (S GROVE)
NOVUM STRUCTURE
ORTHOPEDIC ASSO
P&L SCREW PRODU
PANKOW
PERFECTION SPRI
PHILLIPS EYE
PHOENIX ELECTRI
PRIMARY FREIGHT
PTC TUBULAR PRO
R & S DISTRIBUT
RELEVANT HEALTH
REPUBLIC PACKAG
RETINA CONSULTA
RICHARDSON SEAT
ROSATIS MCHENRY
RWE
S J ABRAMS & CO
SI JACOBSON I
SALVATORES
SECURITY INC
SERPE INSURANCE
SHEPPARD MEDICA
SIGMATRON INTER
SILVON
MATIS INC
SMALL ASSEMBLIE
SPONGE CUSHION
SRW
STINGRAY MECHAN
STUTZ CO
TRINITYWOMEN'S
TH RYAN
TRI-MARKDRIVERS
TESCO
THE LEVY GROUP
TOTAL WOMEN'S H
TRAINOR TRUCKIN
TRELLEBORG SEAL
TRI-MARKMARLIN
UHES LLC
UNITY MANUFACTU
UNIVERSAL BRUSH
VAN NORMAN MOLD
VEINS WITHOUT S
VESUVIUS USA
URBAN CARE LLC
WEBER STEPHEN
WEBER STEPHENS
WEBER WAREHOUSE
WERTHEIMER BOX
WEST SUBURBAN E
WOLIN LAW GROUP LLC
TWENTY FOUR 7 EXPEDITED
NO ENGRAVING (SALEM)
JOHNSON EYE CARE
CAC CORPORATION
CLOOS ROBOTIC WELDING
PROVISION CYCLING
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
CENTRAL STATES JOINT BOARD AFL-CIO
K$91,438
CENTRAL STATES JOINT BOARD AFL-CIO
O$51,814
CENTRAL STATES JOINT BOARD AFL-CIO
P$85,832