IRON WORKERS TRUST FUND-5: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS TRUST FUND-5 (EIN 52-6057762)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-05
- IRS object ID
- 202201259349300900
- Schema version
- 2020v4.2
- 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 | 2022-05-05T07:55:04-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE STE 1200W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS TRUST FUND LOCAL #5 | BusinessNameLine1Txt |
| Business Name Line2 | WASHINGTON DC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRON | BusinessNameControlTxt |
| Phone | 4124712885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 GATEWAY CTR 401 LIBERTY NO 120 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON BAST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4124712885 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AARON | PersonFirstNm |
| Person Last | BAST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER P OSMAN CPA | PreparerPersonNm |
| PTIN | P00366693 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON BAST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 GATEWAY CTR 401 LIBERTY NO 1200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,545,614 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS TO UNION EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,029,420 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,134,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $364,205 | PYInvestmentIncomeAmt |
| CY Investment Income | $469,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,523,866 | PYOtherRevenueAmt |
| CY Other Revenue | $114,505 | CYOtherRevenueAmt |
| PY Total Revenue | $24,917,491 | PYTotalRevenueAmt |
| CY Total Revenue | $14,719,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,908,952 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,535,342 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $894,738 | PYOtherExpensesAmt |
| CY Other Expenses | $1,156,606 | CYOtherExpensesAmt |
| PY Total Expenses | $9,803,690 | PYTotalExpensesAmt |
| CY Total Expenses | $11,691,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,113,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,027,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,565,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,333,170 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $422,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,142,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,053,186 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS TO UNION EMPLOYEES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH BENEFITS TO UNION EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 1702 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | 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 | ZENITH AMERICAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124712885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 GATEWAY CENTER 401 LIBERTY AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 |
|---|---|---|---|---|---|---|
| AARON BAST | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $129,823 | $95,037 |
| GARY ARMSTRONG | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $95,522 | $83,561 |
| RAYMOND CLELAND | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $99,299 | $83,437 |
| WILLIAM BECKMAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $98,127 | $83,449 |
| VIC CORNELLIER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| RICK BAILEY | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| CURT JOHNSON | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| BILL HEINOLD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KEN WOOD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| CHRIS MORGRET | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $422,771 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $345,484 | 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 |
|---|---|---|---|---|---|
| CVS HEALTH | |||||
| 695 GEORGE WASHINGTON HIGHWAY | LINCOLN | RI | 02865 | INSURANCE | $2,568,292 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 1200 3 GATEWAY CENTER | PITTSBURGH | PA | 15222 | TPA | $653,462 |
| CAREFIRST | |||||
| PO BOX 981608 | EL PASO | TX | 79998 | ADMIN & ACCESS FEES | $133,431 |
| AMERICAN HEALTH HOLDING | |||||
| 7400 W CAMPUS RD | NEW ALBANY | OH | 43054 | MEDICAL MANAGEMENT | $125,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTR. | 525100 | $13,585,771 | $13,585,771 |
| EMPLOYEE CONTR. | 525100 | $549,160 | $549,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,134,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $447,436 | TotalRevenueColumnAmt |
| Exclusion | $447,436 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,848,742 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,826,369 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,373 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,373 | TotalRevenueColumnAmt |
| Exclusion | $22,373 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOP LOSS REIMB | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $114,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114,505 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,719,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,249,436 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $469,809 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,535,342 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,522 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,011 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,984 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,628 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,970 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,117 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,828 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| NETWORK ACCESS FEES | $271,916 |
| BANK CHARGES | $24,376 |
| POSTAGE AND DELIVERY | $22,592 |
| ACA FEES | $5,997 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,691,948 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,937,016 | BOYAmt |
| EOY | $12,566,342 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,437,264 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,876,646 | BOYAmt |
| EOY | $1,333,089 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,989 | BOYAmt |
| EOY | $3,213 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,021,932 | BOYAmt |
| EOY | $21,246,947 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,727,830 | BOYAmt |
| EOY | $7,746,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,565,413 | BOYAmt |
| EOY | $48,333,170 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,482 | BOYAmt |
| EOY | $270,419 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,937 | BOYAmt |
| EOY | $9,565 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,419 | BOYAmt |
| EOY | $279,984 | 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 | $43,142,994 | BOYAmt |
| EOY | $48,053,186 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,142,994 | BOYAmt |
| EOY | $48,053,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,565,413 | BOYAmt |
| EOY | $48,333,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,027,297 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,882,895 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SSGA INTERMEDIATE US GOVT/CREDIT | $6,555,210 | F |
| AFL-CIO HOUSING INVESTMENT TRUST | $1,191,105 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,746,315 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $9,565 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,565 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,588,512 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,882,895 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,882,895 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,705,617 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,628 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,628 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,719,245 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,678,320 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,678,320 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,628 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,628 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,691,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON BAST | ||||||||||||||
| TRUSTEE | $0 | $129,823 | $0 | $0 | $0 | $0 | $0 | $70,423 | $0 | $24,614 | $0 | $224,860 | $0 | $0 |
| RAYMOND CLELAND | ||||||||||||||
| TRUSTEE | $0 | $99,299 | $0 | $0 | $0 | $0 | $0 | $61,442 | $0 | $21,995 | $0 | $182,736 | $0 | $0 |
| WILLIAM BECKMAN | ||||||||||||||
| TRUSTEE | $0 | $98,127 | $0 | $0 | $0 | $0 | $0 | $62,060 | $0 | $21,389 | $0 | $181,576 | $0 | $0 |
| GARY ARMSTRONG | ||||||||||||||
| TRUSTEE | $0 | $95,522 | $0 | $0 | $0 | $0 | $0 | $65,435 | $0 | $18,126 | $0 | $179,083 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | PARTICIPANTS CAN REVIEW THE FUND'S DOCUMENTS AT THE FUND OFFICE. |
| PART XI, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| IRON WORKERS LOCAL 5 | |||||||
| 9301 PEPPERCORN PLACE | LARGO | MD | 20774 | UNION | MD | 501 | 0 |
| IRON WORKERS LOCAL 5 AND IRON WORKERS EMPLOYERS ASSOC EMPLOYEES PENS TRUST | |||||||
| 3 GATEWAY CENTER 401 LIBERTY AVE | PITTSBURGH | PA | 15222 | PENSION FUND | MD | 501 | 0 |
| IRON WORKERS LOCAL 5 JOINT APPRENTICE AND TRAINING PROGRAM TRUST FUND | |||||||
| 3 GATEWAY CENTER 401 LIBERTY AVE | PITTSBURGH | PA | 15222 | JOINT APPRENTICE AND TRAINING PROGRAM TRUST FUND | MD | 501 | 0 |
| IRONWORKERS D C MID ATLANTIC STATES | |||||||
| 2418 E JOPPA ROAD | BALTIMORE | MD | 21234 | UNION | MD | 501 | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (22 entries)
| A & V STEEL LLC |
| ALLIED POWER LLC |
| AMELIE CONSTRUCTION & SUPPLY LLC |
| ATEC SHIELDING LLC |
| BSE ERECTION LLC |
| CLARK CONSTRUCTION GROUP LLC |
| COMMERCIAL GLASS INSTALLERS LLC |
| J F K ERECTORS & WELDING LLC |
| LIMBACH COMPANY LLC |
| MOXY MISC METALS LLC |
| NATIONAL ENCLOSURES COMPANY LLC |
| PETTITT CONSTRUCTION LLC |
| PHYSICAL SECURITY LLC |
| PIONEER CLADDING & GLAZING SYSTEMS LLC |
| R STODDARD LLC |
| SMOKY MOUNTAIN VERTICAL SERVICES LLC |
| TCN & CO LLC |
| TNT LLC |
| UCR ACQUISITIONS LLC |
| WILLIAMS CONSTRUCTION CO |
| ICON EXTERIOR BUILDING SOLUTIONS LP |
| SUNCOAST POST-TENSION LP |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (85 entries)
| A C DELLOVADE INC |
| A I W INC |
| ABS VERTICON INC |
| AJAY GLASS & MIRROR CO INC |
| AS&L INDUSTRIAL SERVICES INC |
| ASHLAR POND WELDING SERV & ERECTORS INC |
| BALTIMORE STEEL |
| BARNHART CRANE & RIGGING |
| BARRIER CABLE INC |
| BERLIN STEEL CONSTRUCTION CO |
| BULLDOG CONSTRUCTION INC |
| C S E INCORPORATED |
| CENTRAL CONVEYOR CO |
| CI CONTRACTING CO |
| CLARK REINFORCING INC |
| CLAYTON B OBERSHEIMER INC |
| COFFEY'S MISC IRON WORKS INC |
| CONTINENTAL CONSTRUCTION INC |
| CONXTECH INC |
| CRANE RENTAL COMPANY INC |
| CRANE SERVICE COMPANY INC |
| D & A CONTRACTING INC |
| D & P ERECTORS INC |
| D BYORICK STEEL INC |
| EAST COAST HOIST INC |
| EASTERN GLASS & GLAZING INC |
| EASTERN STEEL CONSTRUCTORS INC |
| ENCLOS CORPORATION |
| EXTREME STEEL CRANE & RIGGING INC |
| EXTREME STEEL INC |
| FORTRESS STEEL SERVICE INC |
| FOUR SQUARE INDUSTRIAL CONSTRUCTORS LLC |
| GENESIS STEEL SERVICE INC |
| GLASS FACADES LLC |
| HARMON INC |
| HARRIOTT CONTRACTING LLC |
| HIGHLAND ORNAMENTAL IRONWORKS INC |
| HUTCHINSON INTERNATIONAL CORPORATION |
| J J WHITE INC |
| JERSEY SHORE STEEL INC |
| JMB ASSOCIATES |
| KIEWIT INFRASTRUCTURE CO |
| L B CONSTRUCTION ENTERPRISES |
| LONG FENCE COMPANY |
| MAMMOET NORTHERN USA INC |
| MC DONOUGH CONSTRUCTION RENTALS |
| MCMAHON DOOR & ERECTION |
| METRO STEEL INC |
| MID ATLANTIC PRECAST ERECTORS |
| MIDWEST STEEL INC |
| MIRACLE STEEL INC |
| MONARCH WELDING & ENGINEERING INC |
| OXFORD AIRPORT TECH SERVICES |
| PERMASTEELISA NORTH AMERICA |
| PEVARNIK BROTHERS INC |
| PIQUA STEEL COMPANY |
| PRECAST SERVICES INC |
| PREMIER CONSULTANTS INTERNATIONAL INC |
| RED CEDAR STEEL ERECTORS INC |
| SECURITY VAULT WORKS INC |
| SOMERSET STEEL & ERECTION CO INC |
| SOUTH CAPITOL BRIDGEBUILDERS |
| STRONG TOWER |
| SUPERIOR IRON WORKS INC |
| TATE ORNAMENTAL INC |
| TED TURNER CO INC |
| THE BARTECH GROUP INC |
| TIDEWATER GLAZING INC |
| TLP STEEL ERECTORS INC |
| TRICK STEEL INC |
| TSIEXTERIOR WALL SYSTEMS INC |
| TUSCARORA RIGGING INC |
| TUTOR PERINI CORPORATION |
| UNITED CRANE & RIGGING CO |
| VEI SOLUTIONS INC |
| VERTICON INC |
| VETRO BUILDING ENVELOPE LLC |
| VIKING INDUSTRIAL INC |
| W O GRUBB STEEL ERECTION INCORPORATED |
| WENGER CORPORATION |
| WHITE CONSTRUCTION INC |
| WHITE LINE CONSTRUCTION INC |
| WINTER WELDING SERVICES |
| WRIGHT'S IRON & STEEL WORKS INC |
| ZPMC NA EAST COAST INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |