EAST CENTRAL ILLINOIS PIPE TRADES HEALTH & WELFARE FUND: Form 990, tax year 2023
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- Organization
- EAST CENTRAL ILLINOIS PIPE TRADES HEALTH & WELFARE FUND (EIN 37-0867221)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-05-27
- IRS object ID
- 202501479349301085
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T13:35:40-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842885766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMOLO & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W LUTHY DRIVE | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370867221 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST CENTRAL ILLINOIS PIPETRADES | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 3175549000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LEXINGTON GREEN CIRCLE 400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CJ ELLISON | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 6067824213 | PhoneNum |
| Signature | 2025-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN ROMOLO | PreparerPersonNm |
| PTIN | P01381270 | PTIN |
| Phone | 3096822001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | AARON GURNSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 EAST COOK STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,494,814 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH, PRESCRIPTION, LIFE & DISABILITY BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | 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 | $23,884,460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,901,727 | CYProgramServiceRevenueAmt |
| PY Investment Income | $783,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,231,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,949 | PYOtherRevenueAmt |
| CY Other Revenue | $1,948 | CYOtherRevenueAmt |
| PY Total Revenue | $24,669,411 | PYTotalRevenueAmt |
| CY Total Revenue | $27,134,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,269,966 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,701,237 | 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 | $1,048,292 | PYOtherExpensesAmt |
| CY Other Expenses | $1,166,409 | CYOtherExpensesAmt |
| PY Total Expenses | $22,318,258 | PYTotalExpensesAmt |
| CY Total Expenses | $25,867,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,351,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,267,302 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,241,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,203,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,487,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,530,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,753,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,672,507 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH, LIFE & DISABILITY BENEFITS TO PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE & DISABILITY BENEFITS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | UMR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6067824213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 LEXINGTON GREEN CIRCLE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MATT CICCIARELLI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT KELLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN D RICH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF NOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD HOUK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK O'BRIEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDON BURDICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GURNSEY | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAY LOGAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE MAROON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7440 WOODLAND DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THIRD PARTY ADMIN | ServicesDesc |
| Compensation | $765,234 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $24,494,090 | $24,494,090 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,407,637 | $1,407,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,901,727 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $923,406 | TotalRevenueColumnAmt |
| Exclusion | $923,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,667,733 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,359,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $307,867 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,867 | TotalRevenueColumnAmt |
| Exclusion | $307,867 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,948 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,948 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,134,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,903,675 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,231,273 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,701,237 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $765,818 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,032 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,104 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,464 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,490 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,807 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,790 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,296 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING AND POSTAGE | $19,005 |
| BANK FEES | $11,366 |
| PCORI FEES | $9,093 |
| RECIPROCITY ADMINISTRAT | $2,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,867,646 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,935,008 | BOYAmt |
| EOY | $6,241,686 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,801,060 | BOYAmt |
| EOY | $2,895,733 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,737 | BOYAmt |
| EOY | $324,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $352,966 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $269,872 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,884 | BOYAmt |
| EOY | $83,094 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,360,133 | BOYAmt |
| EOY | $26,116,072 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,922,851 | BOYAmt |
| EOY | $10,542,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,241,673 | BOYAmt |
| EOY | $46,203,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,564 | BOYAmt |
| EOY | $287,060 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,189 | BOYAmt |
| EOY | $37,266 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100,009 | BOYAmt |
| EOY | $2,206,242 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,762 | BOYAmt |
| EOY | $2,530,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,753,911 | BOYAmt |
| EOY | $43,672,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,753,911 | BOYAmt |
| EOY | $43,672,507 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,241,673 | BOYAmt |
| EOY | $46,203,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,267,302 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,651,295 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $237,105 | DepreciationAmt |
| Book Value | $63,592 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,767 | DepreciationAmt |
| Book Value | $19,502 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $83,094 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NIS CORE FIXED INCOME | Desc |
| Book Value | $10,542,353 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,542,353 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS PAYABLE AND IBNR | Desc |
| Amt | $2,206,242 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,206,242 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,760,778 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,651,295 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,651,295 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,109,483 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,464 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,464 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,134,947 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,735,949 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,735,949 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,464 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $106,233 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $131,697 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,867,646 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN FEBRUARY 1967, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN CLAIMS PAYABLE AND IBNR 106,233. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE PLAN ADMINISTRATOR HAS CONTRACTED UMR TO ACT AS A THIRD PARTY ADMINISTRATOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| PART VI, LINE 12B | THE POLICY DOES NOT REQUIRE TRUSTEES TO MAKE AN ANNUAL DISCLOSURE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES SEE PART VII FOR LISTING | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (233 entries)
| A & R MECHANICAL CONTR |
| A & R SERVICES |
| A DRAIN DOCTOR |
| A J SPREEN PL & HTG |
| AIRMASTERS HTG&COOLING |
| ALL PRO LLC |
| ALLIED MECHANICAL SERVICE |
| ALLIED POWER LLC |
| ALLIED POWER SERV MI LLC |
| ALPHA MECHANICAL SERVICES |
| AMERICAN ENVIRONMENTAL |
| AMP COMPANIES INC |
| AMS MECHANICAL SERVICES |
| AREA MECHANICAL INC |
| ARIZONA PIPE TRADES |
| ATLANTIC PLANT MAINT |
| AUTUMN CONSTR SERVICES |
| AZCO INC |
| BASSETT MECHANICAL |
| BILFIGNER INDUST SERVICE |
| BORG MECHANICAL CONTR INC |
| BORMIDA MECHANICAL SERV |
| BRADLEY UNIVERSITY |
| BRENNAN HEATING & AC |
| BURDICK PLUM & HTG CO |
| C K BRUSH PLUMBING |
| C L O'BRIEN & CO |
| C R MEYER&SONS CO |
| CARRIER BUILDING |
| CEC PLUMBING&HEATING |
| CFMV R TESCO |
| CHICAGO AREA PLMBING&MECH |
| CHIEF CITY MECHANICAL INC |
| CLIMATE PROS INC |
| COMMERCIAL EXTERIRR |
| COMMERCIAL IRRIGATION |
| COMMERCIAL MECHANICAL INC |
| COMMERCIAL REFRIGERATION |
| COM-TECH HOLDINGS INC |
| CORVAL CONSTRUCTORS |
| CRANFORD PLMBG |
| CRAWFORD CO |
| CRAWFORD HEATING |
| D A NABHAN INC |
| D&M MECHANICAL INC |
| DAVE ROTH MECHANICAL |
| DAVIS HOUK MECHANICAL |
| DICK RICH PLUMBING INC |
| DIVERSIFIED MECHANICAL |
| DIXON'S HEATING |
| DODSON PLBHTG& AC |
| DOYLE PLUMBING & HEATING |
| DPI PLUMBING |
| DPT MANAGEMENT CO |
| DRIES BROS PLUMBING |
| DRIES PLUMBING INC |
| DUAL TEMP OF ILLINOIS |
| DULUTH BUILDING TRADES |
| E L PRUITT CO |
| ENTEC SERVICES INC |
| EPPEL & COMPANY INC |
| F E MORAN INC |
| F J MURPHY & SON |
| FACILITIES MANGT & CONST |
| FIVE STAR PLUMBING |
| FLUOR MAINTENANCE SERV |
| FM SYLVAN |
| FRANK MILLARD & CO INC |
| G A RICH & SONS INC |
| GARBER HVAC INC |
| GENERAL POWER CONT |
| GEORGE GILDNER INC |
| GINGERICH PLMBG INC |
| GRIFFITH PLBG & HTG INC |
| GROSS MECHANICAL CONTRAC |
| H & S MECHANICAL INC |
| HAIER PLBG |
| HARDESTY HTG & COOLING I |
| HAURY PLUMB&HEATING INC |
| HAYES MECHANICAL INC |
| HAYS MECHANICAL |
| HELM GROUP |
| HELM MECHANICAL |
| HENSON ROBINSON COMPANY |
| HILL & HILL PLBG & HTG |
| HOERR CONSTRUCTION INC |
| HRI OF CENTRAL ILLINOIS |
| ILLINI PLUMBING INC |
| ILLINOIS MECH SER & DESIG |
| ILLINOIS PIPE TRADES ASSO |
| ILLINOIS PIPING CORP |
| ILLINOIS STATE UNIVERSITY |
| INDUSTRIAL MECHANICAL IN |
| ISAACS REFRIGERATION |
| J C DILLON |
| JIM BEHM & SONS PLBG |
| JOHN'S SERVICE&SALES |
| JOHNSON CONTROLS INC |
| KAMADULSKI EXCAVATING |
| KENNEDY TANK & MFG CO |
| KIMPLING INC |
| KING LAR CO |
| KLUGHART MECHANICAL |
| KORTE & LUITJOHAN |
| L S MECHANICAL |
| LOCAL #123 |
| LOCAL #172 |
| LOCAL #23 PLUMBERS |
| LOCAL #290 H&W |
| LOCAL #400 |
| LOCAL #439 HEALTH & WELF |
| LOCAL #562 |
| LOCAL #597 |
| LOCAL 10 |
| LOCAL 101 |
| LOCAL 119 |
| LOCAL 125 HEALTH & WELF |
| LOCAL 130 |
| LOCAL 137 |
| LOCAL 137 JATC |
| LOCAL 137 PLMBG & STMFTRS |
| LOCAL 149 JATC |
| LOCAL 149 PLUMBSTMFTRS |
| LOCAL 166 |
| LOCAL 17 WELFARE |
| LOCAL 172 |
| LOCAL 178 |
| LOCAL 184 HW |
| LOCAL 189 |
| LOCAL 190 PLUMBERSPIPE |
| LOCAL 212 |
| LOCAL 25 WELFARE PENS |
| LOCAL 286 PLM PFT H&W FD |
| LOCAL 333 |
| LOCAL 342 |
| LOCAL 353 ED TRUST |
| LOCAL 357 |
| LOCAL 420 |
| LOCAL 440 |
| LOCAL 464 |
| LOCAL 469 |
| LOCAL 50 |
| LOCAL 502 |
| LOCAL 520 |
| LOCAL 533 |
| LOCAL 551 WELFARENATL |
| LOCAL 553 |
| LOCAL 614 H&W FUND |
| LOCAL 63 EDUCATION FUND |
| LOCAL 630 |
| LOCAL 669 |
| LOCAL 671 |
| LOCAL 72 ATLANTA |
| LOCAL 73 |
| LOCAL 760 |
| LOCAL 798 WELFAREPENSION |
| LOCAL 98 |
| LOCAL 99 GENERAL FUND |
| LOCAL 99 JATC |
| LOELLKE PLUMBING INC |
| M SPARKS PLMG&EQUIPMENT |
| MADISON AREA CONSTR |
| MAHONEY MECHANICAL INC |
| MECHANICAL INC |
| MECHANICAL SERVICES INC |
| MEISTER PLUMBING INC |
| MERIT MECHANICAL |
| MID AMERICAN COMBUS |
| MID ILLINOIS MECH |
| MIDWEST VALVE SERVICES |
| MIKE WILLIAMS PLBG & HTG |
| ML REFRIGERATION INC |
| MONTEFUSCO HEATING&SHEETM |
| MORRISON CONSTRUCTION |
| N CAL PIPE TRADES PENSION |
| N ROCKY MTN PT |
| NASI PF |
| NORTHWEST MECHANICALINC |
| OBRIEN BROS INC |
| OGBORN PLUMBING INC |
| OMEGA PLUMBING INC |
| PEORIA CIVIC CENTER |
| PETERSBURG PLBING&EXCAVA |
| PETERSBURG PLUMBING&HTG |
| PIPE TRADES INDUSTRY |
| PIPE TRADES TRUST OF NOR |
| PIPE WORKS INC |
| PIPELINE INDUSTRY |
| PLUMBERS LOCAL UNION 63 |
| PRAIRIE STATE PLMBING |
| PRECISION MECH SVCS |
| PROGRESSIVE MECHANICAL |
| R W REFRIGERATION DIES CO |
| RACHKE PIPING |
| REFRIGERATION UNLIMITED |
| RELIABLE PLBG AND HTING |
| RIDGE PLUMBING CONTRA |
| RUYLE CORP |
| SEITHER & CHERRY CO |
| SHORT TERM DISB CREDITS |
| SO CALIFORNIA PIPETRADES |
| SOUTHERN CALIF PIPE TRADE |
| STARK EXCAVATING INC |
| STEAMFITTERS LOCAL 353 |
| STENSTROM EXCAVATION |
| STOOPS PLUMBING |
| TCI COMPANIES INC |
| TEXAS PIPE TRADES |
| THE PIPCO COMPANY LTD |
| THERMAL SERVICES INC |
| THERMO MECHANCAL SERVICES |
| TKM PLUMBING&HVAC |
| TOBIN BROTHERS INC |
| TOM SMITH PLBG |
| TOWNCENTER LLC |
| TRANE US INC |
| TRUMAN L FLATT & SON |
| TRUNNELL ENTERPRISES |
| TUCKER PLUMB OF PEKIN INC |
| TUCKER PLUMBING |
| TWIN CITY PIPE TRADES |
| UNITED MECHANICAL GROUP |
| UNIVERSITY OF ILLINOIS |
| US MECHNCL SERVICES INC |
| VRTESCO TECH SVC CO |
| WALDINGER CORP |
| WARNER MECHANICAL LLC |
| WEITEKAMP REFRIGERATION |
| WIEGAND PLMB OF ILLINOIS |
| WILLIAM MASTERS INC |
| XCELL MECHANICAL |
| X-TREME MECHANICAL INC |
| ZONE MECHANICAL 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 | Yes (1) | TransferFromOtherOrgInd |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | IL | LegalDomicileStateCd |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PARTS II & IV & VI | FormAndLineReferenceDesc |
| Explanation | THIS PLAN IS A VEBA EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PARTS II, III AND IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAX STATUS OF EVERY CONTRIBUTING EMPLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R. | ExplanationTxt |