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MO-KAN IRON WORKERS WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MO-KAN IRON WORKERS WELFARE FUND (EIN 43-6051454)
Tax period
2022-02-01 to 2023-01-31
Filed
2023-12-12
IRS object ID
202303469349301205
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)
Return2023-12-12T15:44:23-06:00ReturnTs
Tax Period End2023-01-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430831507PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERS MINKLER HUBER & HELM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 MARKET STREET SUITE 500AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631012501ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-02-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436051454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MO-KAN IRON WORKERS WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMO-KBusinessNameControlTxt
Phone8167560278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 909500AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641909500ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID COLEMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8167560278PhoneNum
Signature2023-12-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastCOLEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE H JONESPreparerPersonNm
PTINP01649363PTIN
Phone3146555500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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 OfficerDAVID COLEMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 909500AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641909500ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$44,859,343GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1963FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,850,546PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$14,510,829CYProgramServiceRevenueAmt
PY Investment Income$1,681,384PYInvestmentIncomeAmt
CY Investment Income$405,690CYInvestmentIncomeAmt
PY Other Revenue$858,469PYOtherRevenueAmt
CY Other Revenue$803,999CYOtherRevenueAmt
PY Total Revenue$17,390,399PYTotalRevenueAmt
CY Total Revenue$15,720,518CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$15,896,793PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$17,021,512CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,205,551PYOtherExpensesAmt
CY Other Expenses$1,134,891CYOtherExpensesAmt
PY Total Expenses$17,102,344PYTotalExpensesAmt
CY Total Expenses$18,156,403CYTotalExpensesAmt
PY Revenues Less Expenses$288,055PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,435,885CYRevenuesLessExpensesAmt
Total Assets BOY$33,911,969TotalAssetsBOYAmt
Total Assets EOY$28,917,247TotalAssetsEOYAmt
Total Liabilities BOY$275,383TotalLiabilitiesBOYAmt
Total Liabilities EOY$368,919TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,636,586NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,548,328NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH AND WELFARE BENEFITS TO 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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 Required0ScheduleJRequiredInd
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 Document606IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
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 Line1BOARD OF TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8167562164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 909500AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641909500ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID E COLEMAN
TRUSTEE1.00Yes (X)Yes (X)$0$0$0
DANIEL ROACH
TRUSTEE1.00Yes (X)$0$0$0
DONALD E GREENWELL
TRUSTEE1.00Yes (X)Yes (X)$0$0$0
KEVIN KURITZ
TRUSTEE1.00Yes (X)$0$0$0
BRENT HERZBERG
TRUSTEE1.00Yes (X)$0$0$0
JEREMY EZZELL
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WILSON-MCHSANE CORPORATION
12200 N AMBASSADOR DRIVEKANSAS CITYMO64163THIRD-PARTY ADMINISTRATORS$288,700
CIGNA
PO BOX 644546PITTSBURGHPA15624PREFERRED PROVIDER ADMINISTRATION$262,331
ARNOLD NEWBOLD SOLLARS & HOLLINS
1125 GRAND BLVDKANSAS CITYMO64106LEGAL SERVICES$120,892
SEGAL CONSULTING
333 WEST 34TH STREETNEW YORKNY10001CONSUTLING$114,362
ZIEGLER CAPITAL MANAGEMENT LLC
8235 FORSYTH BLVD SUITE 725ST LOUISMO63105CAPITAL MANAGEMENT$101,921
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$13,290,387$13,290,387
PARTICIPANT CONTRIBUTIONS900099$1,220,442$1,220,442
FieldValueIRS element (for citing)
Total Program Service Revenue$14,510,829TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$601,931TotalRevenueColumnAmt
Exclusion$601,931ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$28,942,584SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,138,825SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$196,241SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$196,241TotalRevenueColumnAmt
Exclusion-$196,241ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
REBATE INCOME900099$796,544$796,544
OTHER INCOME900099$7,455$7,455
FieldValueIRS element (for citing)
Other Revenue Total$803,999OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,720,518TotalRevenueColumnAmt
Related Or Exempt Func Income$14,510,829RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,209,689ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$17,021,512TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$288,700TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$120,892TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,600TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$110,629TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$528,655TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,915TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BANK FEES$28,077
OTHER$9,592
PCORI/REINSURANCE FEES$5,139
PRINTING AND POSTAGE$692

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,156,403TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$740,976BOYAmt
EOY$838,472EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,696,305BOYAmt
EOY$3,512,812EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,240,617BOYAmt
EOY$1,403,089EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$63,978BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,840,164BOYAmt
EOY$22,886,817EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$329,929BOYAmt
EOY$276,057EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,911,969BOYAmt
EOY$28,917,247EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$104,185BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$171,198BOYAmt
EOY$368,919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$275,383BOYAmt
EOY$368,919EOYAmt
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$33,636,586BOYAmt
EOY$28,548,328EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,636,586BOYAmt
EOY$28,548,328EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,911,969BOYAmt
EOY$28,917,247EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,435,885ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,652,373NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Ending Balance$0EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER$103,113
DUE TO RELATED PARTIES$265,806
FieldValueIRS element (for citing)
Total Liability$368,919TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,957,516TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,652,373NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,652,373RevenueNotReportedAmt
Revenue Subtotal$15,609,889RevenueSubtotalAmt
Investment Expenses Not Incld$110,629InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$110,629RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$15,720,518TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,045,774TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$18,045,774ExpensesSubtotalAmt
Investment Expenses Not Incld2$110,629InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$110,629ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$18,156,403TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCARED TO THE VARIOUS PLANS.
PART X, LINE 2:IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED 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 THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JANUARY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3WILSON-MCSHANE CORPORATION, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VI, SECTION C, LINE 19THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USES AND FOR THE USE OF PARTICIPANTS OF THE FUND.
FORM 990, PART VII, SECTION A:MO-KAN IRON WORKERS WELFARE FUND DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 EIN: 44-0297255 DAVID E. COLEMAN ROACH KEVIN KURITZ
FORM 990, PART XII, LINE 2C:NO CHANGES FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
MO-KAN IRON WORKERS APPRENTICESHIP PLAN
3100 BROADWAY SUITE 108KANSAS CITYMO64111436130597EMPLOYEE BENEFITSMO501(C)(9)0
MO-KAN IRON WORKERS PENSION PLAN
3100 BROADWAY SUITE 108KANSAS CITYMO64111436130595EMPLOYEE BENEFITSMO501(C)(9)0
MO-KAN IRON WORKERS ANNUITY PLAN
3100 BROADWAY SUITE 108KANSAS CITYMO64111436130595EMPLOYEE BENEFITSMO501(C)(9)0
BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10
1000 E 10TH STREETKANSAS CITYMO64106440297255EMPLOYER CONTRIBUTORMO501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (141 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
ACME FENCE COMPANY
CONTRIBUTING EMPLOYERMO0
SCHUFF STEEL COMPANY
CONTRIBUTING EMPLOYERAZ0
AXIOM CONSTUCTION GROUP
CONTRIBUTING EMPLOYERMO0
HAGGARD HAULING & RIGGI
CONTRIBUTING EMPLOYERKS0
A-J TECHNOLOGIES INC
CONTRIBUTING EMPLOYERIL0
AERO BRIDGEWORKS
CONTRIBUTING EMPLOYERGA0
ALLIANCE GLAZING TECHNOLOGIES
CONTRIBUTING EMPLOYERIL0
ARCHITECTURAL WALL SYSTEMS
CONTRIBUTING EMPLOYERIA0
AZCO INC
CONTRIBUTING EMPLOYERWI0
BURNS BOYS CO INC
CONTRIBUTING EMPLOYERKS0
CLARKSON CONSTRUCTION
CONTRIBUTING EMPLOYERMO0
CORNERSTONE DETENTION PRODUCTS
CONTRIBUTING EMPLOYERAL0
DANNY'S CONSTRUCTION CO
CONTRIBUTING EMPLOYERMN0
IW DCNEW ENGLAND PENH&WANN
CONTRIBUTING EMPLOYERMA0
DIANE DEVORE DBA DESIGN FABRIC
CONTRIBUTING EMPLOYERTX0
ENERFAB POWER & INDUSTRIAL
CONTRIBUTING EMPLOYEROH0
EPIC CONCRETE CONSTRUCTION
CONTRIBUTING EMPLOYERMO0
GAMMA INSTALLATIONS
CONTRIBUTING EMPLOYERNJ0
GENESYS GROUP LTD
CONTRIBUTING EMPLOYERTX0
GEORGE SHAW CONSTRUCTION
CONTRIBUTING EMPLOYERMO0
JAMES H DREW CORP
CONTRIBUTING EMPLOYERIN0
HORTON STEEL LLC
CONTRIBUTING EMPLOYERMO0
KCI INC
CONTRIBUTING EMPLOYERIA0
KIEWIT POWER CONSTRUCTORS
CONTRIBUTING EMPLOYERNE0
KONECRANES INC
CONTRIBUTING EMPLOYEROH0
L G BARCUS AND SONS
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LANE IRON WORKS
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DES MOINES IW PEN-H&W-ANNUITY
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BLUE PEAKS INDUSTRIAL
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I W LOCAL 55
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I W ST LOUIS DISTRICT COUNCIL
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SOUTHEASTERN IW WELFARE FUND
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IW DC OF TENNESSEE VALLEY
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KEELEY CONSTRUCTION GROUP
CONTRIBUTING EMPLOYERMO0
IW EMPLOYEES BENEFIT CORP
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A&H STEEL LLC
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ACME CONSTRUCTORSINC
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ALBERICI CONSTRUCTORS INC
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AUTOMATIC SYSTEMS INC
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CONCORP INC
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DERR AND GRUENEWALD CONST
CONTRIBUTING EMPLOYERMO0
GRIFFITH STEEL ERECTION INC
CONTRIBUTING EMPLOYERMO0
COLLINS AND HERMANN INC
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KISSICK CONSTRUCTION CO
CONTRIBUTING EMPLOYERMO0
LEAVCON II INC
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LIBERTY ERECTION INC
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LILJA CORP
CONTRIBUTING EMPLOYERMN0
M BARQ REINFORCING INC
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MIDLAND STEEL ERECTION
CONTRIBUTING EMPLOYERMO0
MIDWEST REBAR LLC
CONTRIBUTING EMPLOYERMO0
MO-KAN IRON WORKERS APPR
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MUSSELMAN & HALL CONTRACTORS
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SUPERIOR RAIL SYSTEMS LLC
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WHITE CONSTRUCTION CO INC
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WOLF CONSTRUCTION INC
CONTRIBUTING EMPLOYERIA0
DOHERTY STEEL INC
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SKYLINE STRUCTURAL STEEL
CONTRIBUTING EMPLOYERMO0
J E DUNN CONST CO
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HARTLINE CONSTRUCTION
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IW LOCAL #25 FRINGE BENEFITS
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TITAN STEEL
CONTRIBUTING EMPLOYERMD0
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CONTRIBUTING EMPLOYERMO0
IRONWORKERS LOCAL #10
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BUILDING ERECTION (RAYTOWN)
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K&N STEEL
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LICO STEEL INC
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LIFT INC
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MA MORTENSON CO
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MICHELS CONSTRUCTION
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PHYSICAL SECURITY LLC
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RED CEDAR STEEL ERECTORS
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IMAGE STAFFING LLC
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MIDWEST STEEL INC
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SUPERIOR STEEL
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THE BOLDT COMPANY
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MICHELS CORPORATON
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SHARP ERECTORS LLC
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IRONWORKERS LOCAL 395 TRUST
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IRON WORKERS MID SOUTH
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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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd