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ASBESTOS WORKERS LOCAL NO 42 WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ASBESTOS WORKERS LOCAL NO 42 WELFARE FUND (EIN 52-6079218)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-29
IRS object ID
202541199349301714
Schema version
2023v6.0
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)
Return2025-04-29T08:40:36-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232978066PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BACHELER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 S KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526079218EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASBESTOS WORKERS LOCAL 42 WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASBEBusinessNameControlTxt
Phone4843288111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 WEST VALLEY ROADAddressLine1Txt
CitySOUTHEASTERNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19399ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRESTON SMITHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4843288111PhoneNum
Signature2025-04-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J BACHELER CPAPreparerPersonNm
PTINP01270770PTIN
Phone8564291835PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1co PHOENIX BENEFIT ADMIN LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerPRESTON SMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11188 RIVER ROADAddressLine1Txt
CityNEW CASTLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,387,271GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,581,184PYProgramServiceRevenueAmt
CY Program Service Revenue$2,906,054CYProgramServiceRevenueAmt
PY Investment Income$78,874PYInvestmentIncomeAmt
CY Investment Income$75,947CYInvestmentIncomeAmt
PY Other Revenue$36,764PYOtherRevenueAmt
CY Other Revenue$21,871CYOtherRevenueAmt
PY Total Revenue$2,696,822PYTotalRevenueAmt
CY Total Revenue$3,003,872CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,382,628PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,095,187CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$278,336PYOtherExpensesAmt
CY Other Expenses$269,164CYOtherExpensesAmt
PY Total Expenses$3,660,964PYTotalExpensesAmt
CY Total Expenses$3,364,351CYTotalExpensesAmt
PY Revenues Less Expenses-$964,142PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$360,479CYRevenuesLessExpensesAmt
Total Assets BOY$3,601,528TotalAssetsBOYAmt
Total Assets EOY$3,097,217TotalAssetsEOYAmt
Total Liabilities BOY$661,114TotalLiabilitiesBOYAmt
Total Liabilities EOY$504,501TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,940,414NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,592,716NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO PROVIDE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH, ACCIDENT, DISABILITY, AND DEATH BENEFITS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRISTEN HOFFMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7176815760PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVE 303AddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Nicholas Smith
Union Trustee1.00Yes (X)$0$0$0
Eric Dudzinski
Employer Trustee1.00Yes (X)$0$0$0
John Dillon
Employer Trustee1.00Yes (X)$0$0$0
Philip S Mitchener
Union Trustee1.00Yes (X)$0$0$0
John Kline
Employer Trustee1.00Yes (X)$0$0$0
Preston Smith
Union Trustee1.00Yes (X)$0$0$0
Joseph Ferrara
Union Trustee1.00Yes (X)$0$0$0
Steven Castellarin
Employer Trustee1.00Yes (X)$0$0$0
Nelson Gutierrez
Trustee (Alt.)1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonZENITH AMERICAN SOLUTIONSPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 SYLVAN AVENUEAddressLine1Txt
CityENGLEWOOD CLIFFSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07632ZIPCd
FieldValueIRS element (for citing)
ServicesTHIRD PARTY ADMINISTRATORServicesDesc
Compensation$157,535CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Employer contributions900099$2,060,585$0$0
Participant contributions900099$845,469$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$2,906,054TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,825TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$66,825ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$392,521SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$383,399SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,122SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,122TotalRevenueColumnAmt
Related Or Exempt Func Income$9,122RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Scholarship fund income900099$15,593$15,593$0$0
RDS subsidy900099$6,278$6,278$0$0
FieldValueIRS element (for citing)
Other Revenue Total$21,871OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,003,872TotalRevenueColumnAmt
Related Or Exempt Func Income$2,937,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$66,825ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,095,187TotalAmt
Program Services$3,095,187ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$157,535TotalAmt
Program Services$157,535ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,990TotalAmt
Program Services$20,990ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,685TotalAmt
Program Services$11,685ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,500TotalAmt
Program Services$27,500ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,102TotalAmt
Program Services$7,102ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,385TotalAmt
Program Services$5,385ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,035TotalAmt
Program Services$4,035ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Dues and subscriptions$712$712$0$0
Bank charges$14,220$14,220$0$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,364,351TotalAmt
Program Services$3,364,351ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,600,367BOYAmt
EOY$937,616EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$45,232BOYAmt
EOY$15,785EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$160,968BOYAmt
EOY$228,371EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,022BOYAmt
EOY$6,102EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,789,939BOYAmt
EOY$1,909,343EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,601,528BOYAmt
EOY$3,097,217EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$269,414BOYAmt
EOY$236,883EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$391,700BOYAmt
EOY$267,618EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$661,114BOYAmt
EOY$504,501EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$2,940,414BOYAmt
EOY$2,592,716EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,940,414BOYAmt
EOY$2,592,716EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,601,528BOYAmt
EOY$3,097,217EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$360,479ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,781NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$391,700BeginningBalanceAmt
Additions During Year$3,115,658AdditionsDuringYearAmt
Distributions During Year$3,239,740DistributionsDuringYearAmt
Ending Balance$267,618EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Total Rev Etc Audited Fincl Stmt$3,004,968TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,781NetUnrealizedGainsInvstAmt
Revenue Not Reported$12,781RevenueNotReportedAmt
Revenue Subtotal$2,992,187RevenueSubtotalAmt
Investment Expenses Not Incld$11,685InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$11,685RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,003,872TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,352,666TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,352,666ExpensesSubtotalAmt
Investment Expenses Not Incld2$11,685InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$11,685ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,364,351TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt IV, Line 1bThe organization deposits checks from employers that include amounts that are due to other collectively bargained benefit funds. The organization then transfers the amounts due to the other benefits funds to those benefit funds.
Pt IV, Line 2bAt the end of the year there were amounts that had not yet been transferred to the other benefit funds.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bA copy of the Form 990 is provided to the third party administrator and to the members of the Board of Trustees, for review before it is filed.
Pt VI, Line 12cThe Board of Trustees monitors the confict of interest policy annually for any potential conflicts.
Pt VI, Line 19Governing documents, conflict of interest policy,and financial statements are made available to the public by the Funds third party administrator.