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NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND (EIN 23-7351551)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349314835
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-15T13:35:11-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE STE 1200WAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237351551EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL AUTOMATIC SPRINKLER METALBusinessNameLine1Txt
Business Name Line2TRADES WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone3015771700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18000 CORPORATE DRIVEAddressLine1Txt
CityLANDOVERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20785ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN EGERPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone3015771700PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastEGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER P OSMAN CPAPreparerPersonNm
PTINP00366693PTIN
Phone2023319880PhoneNum
Preparation2022-11-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN EGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18000 CORPORATE DRIVEAddressLine1Txt
CityLANDOVERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20785ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,112,482GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNASIFUND.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee28TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$5,854,024PYProgramServiceRevenueAmt
CY Program Service Revenue$5,686,614CYProgramServiceRevenueAmt
PY Investment Income$430,476PYInvestmentIncomeAmt
CY Investment Income$425,868CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,284,500PYTotalRevenueAmt
CY Total Revenue$6,112,482CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$4,629,068PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$4,888,404CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,173PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$133,604CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$273,065PYOtherExpensesAmt
CY Other Expenses$338,287CYOtherExpensesAmt
PY Total Expenses$5,020,306PYTotalExpensesAmt
CY Total Expenses$5,360,295CYTotalExpensesAmt
PY Revenues Less Expenses$1,264,194PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$752,187CYRevenuesLessExpensesAmt
Total Assets BOY$17,283,630TotalAssetsBOYAmt
Total Assets EOY$18,558,792TotalAssetsEOYAmt
Total Liabilities BOY$196,018TotalLiabilitiesBOYAmt
Total Liabilities EOY$233,701TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,087,612NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,325,091NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENT.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 Liabilities0ReportOtherLiabilitiesInd
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 RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document272IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee28EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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 CEOYes (1)CompensationProcessCEOInd
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 Line1JOHN EGER ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3015771700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18000 CORPORATE DRIVEAddressLine1Txt
CityLANDOVERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20785ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN DUNN
TRUSTEE, CHAIRMAN1.0039.00Yes (X)$0$180,880$100,089
FRED BARALL
TRUSTEE, SECRETARY1.0039.00Yes (X)$0$0$0
ROBERT J COOPER
TRUSTEE1.0039.00Yes (X)$0$177,870$99,187
SHANE RAY
TRUSTEE1.0039.00Yes (X)$0$0$0
BRIAN E FISHER
TRUSTEE1.0039.00Yes (X)$0$176,871$98,887
LANCE GUNNELLS
TRUSTEE1.0039.00Yes (X)$0$0$0
JOHN EGER
ADMINISTRATOR1.0039.00$3,909$269,685$103,388Yes (X)
ANNA BOSMANS
ASSISTANT ADMINISTRATOR1.0040.00$949$163,558$49,781Yes (X)
NIA PADMORE
CLAIMS MANAGER1.0034.00$4,454$137,746$45,692Yes (X)
ROBERT KAUFMAN
IT MANAGER1.0035.00$2,017$139,183$45,535Yes (X)
LORI MIDDLETON
SUPPLEMENTAL PENSION MANAG1.0035.00$0$110,200$40,684Yes (X)
NEIL WHITE
SENIOR PROGRAMMER/ANAYLST1.0034.00$6,244$100,956$40,214Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,573TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,456,949TotReportableCompRltdOrgAmt
Total Other Compensation$623,457TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EXPRESS SCRIPTS
100 PARSONS POND DRIVEFRANKLIN LAKESNJ07417PRESCRIPTION PROCESSING$871,151
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL60601CLAIMS PROCESSING$184,331
SEGAL CONSULTING
1800 M STREET NW SUITE 900 SWASHINGTONDC20036ACTUARY$135,963
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$5,627,415$5,627,415
PARTICIPANT CONTR.525100$53,751$53,751
LIQUIDATED DAMAGES525100$5,448$5,448
FieldValueIRS element (for citing)
Total Program Service Revenue$5,686,614TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$425,868TotalRevenueColumnAmt
Exclusion$425,868ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,112,482TotalRevenueColumnAmt
Related Or Exempt Func Income$5,686,614RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$425,868ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$4,888,404TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,328TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$73,448TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,786TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,740TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,302TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$52,950TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$42,235TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,115TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$135,963TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,570TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,035TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS COST MANAGEMENT$19,235
DATA PROCESSING EXPENSE$16,168
PRINTING,STATIONARY & O$12,199
MAINTENANCE$8,053

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,764TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,360,295TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$214,391BOYAmt
EOY$273,359EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,270,250BOYAmt
EOY$761,499EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$883BOYAmt
EOY$1,473EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,798,106BOYAmt
EOY$17,522,461EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,283,630BOYAmt
EOY$18,558,792EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$196,018BOYAmt
EOY$233,701EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,018BOYAmt
EOY$233,701EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$17,087,612BOYAmt
EOY$18,325,091EOYAmt

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$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,087,612BOYAmt
EOY$18,325,091EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,283,630BOYAmt
EOY$18,558,792EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$752,187ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$485,292NetUnrlzdGainsLossesInvstAmt
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)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,576,659TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$485,292NetUnrealizedGainsInvstAmt
Revenue Not Reported$485,292RevenueNotReportedAmt
Revenue Subtotal$6,091,367RevenueSubtotalAmt
Investment Expenses Not Incld$21,115InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$21,115RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,112,482TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,339,180TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,339,180ExpensesSubtotalAmt
Investment Expenses Not Incld2$21,115InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$21,115ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,360,295TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN EGER
ADMINISTRATOR$3,595$248,046$0$0$314$21,639$1,202$82,933$275$18,978$5,386$371,596$0$0
BRIAN DUNN
TRUSTEE, CHAIRMAN$0$180,880$0$0$0$0$0$77,120$0$22,969$0$280,969$0$0
ROBERT J COOPER
TRUSTEE$0$177,870$0$0$0$0$0$76,218$0$22,969$0$277,057$0$0
BRIAN E FISHER
TRUSTEE$0$176,871$0$0$0$0$0$75,918$0$22,969$0$275,758$0$0
ANNA BOSMANS
ASSISTANT ADMINISTRATOR$835$143,885$0$0$114$19,673$176$30,352$111$19,142$1,236$213,052$0$0
NIA PADMORE
CLAIMS MANAGER$4,454$137,746$0$0$0$0$828$25,611$603$18,650$5,885$182,007$0$0
ROBERT KAUFMAN
IT MANAGER$2,017$139,183$0$0$0$0$375$25,907$275$18,978$2,667$184,068$0$0
LORI MIDDLETON
SUPPLEMENTAL PENSION MANAG$0$110,200$0$0$0$0$0$21,431$0$19,253$0$150,884$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AANY AMOUNT OF THE PRESENT VALUE ACCRUAL IN EXCESS OF THE IRC SECTION 457 DEFERRED COMPENSATION IS REQUIRED TO BE INCLUDED IN A PARTICIPANT'S W-2. THE DEFERRED COMPENSATION AGREEMENTS REQUIRE ANY SUCH AMOUNT INCLUDED IN THE W-2 TO BE GROSSED UP FOR FEDERAL, STATE AND LOCAL TAXES.
PART I, LINE 4BJOHN EGER PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. BALANCE FOR ALL AFFILIATED FUNDS - $623,601.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LOCAL 669 OFFICERS ARE TRUSTEES FOR THE NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND.
FORM 990, PART VI, SECTION A, LINE 7ATHE NATIONAL FIRE SPRINKLER ASSOCIATION APPOINTS MANAGEMENT TRUSTEES. OFFICERS OF LOCAL 669, ELECTED BY MEMBERS OF LOCAL 669, WHICH INCLUDE PARTICIPANTS IN THIS PLAN, ARE TRUSTEES OF THE NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND.
FORM 990, PART VI, SECTION B, LINE 11BJOINT BOARD OF TRUSTEES REVIEWS FILING THROUGH AN EMAILED DRAFT BEFORE SUBMITTING. FUND ADMINISTRATOR HAS BEEN DESIGNATED BY THE JOINT BOARD OF TRUSTEES TO REVIEW AND SIGN THE FORM 990 FILING.
FORM 990, PART VI, SECTION B, LINE 12THE TRUST IS GOVERNED BY ERISA AND THE BOARD OF TRUSTEES COMPLY WITH THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
FORM 990, PART VI, SECTION B, LINE 15ATHE INDEPENDENT BOARD OF TRUSTEES REVIEWS AND APPROVES THE ADMINISTRATORS SALARY ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST AND THROUGH THE FORM 5500 FILING WITH THE DEPARTMENT OF LABOR.
PART XII, LINE 2C EXPLANATIONNO CHANGES

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
8000 CORPORATE DRIVELANDOVERMD20785530215881HEALTH AND WELFARE FUNDMDSECTION 501(C)(9)0
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND
8000 CORPORATE DRIVELANDOVERMD20785526054620DEFINED BENEFIT PENSION PLANMDSECTION 401(A)(4)0
NATIONAL AUTOMATIC SPRINKLER INDUSTRY METAL TRADE PENSION FUND
8000 CORPORATE DRIVELANDOVERMD20785526133856DEFINED BENEFIT PENSION PLANMDSECTION 401(A)(4)0
NATIONAL AUTOMATIC SPRINKLER LOCAL 669 UA EDUCATION FUND
8000 CORPORATE DRIVELANDOVERMD20785526035213EDUCATION FUNDMDSECTION 501(C)(5)0
SPRINKLER FITTER LOCAL 696 UNEMPLOYMENT COBRA ASSISTANCE PLAN
41-43 E WILLOW STMILLBURNNJ07041223201568HEALTH AND WELFARE FUNDNJSECTION 501(C)(9)0
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
8000 CORPORATE DRIVELANDOVERMD20785141595069DEFINED CONTRIBUTION PENSION PLANMDSECTION 401(A)(4)0
UA INTERNATIONAL TRAINING FUND
THREE PARK PLACEANNAPOLISMD21401530238416EDUCATION FUNDDCSECTION 501(C)(5)0
NATIONAL AUTOMATIC SPRINKLER IND FD OFFICE EMPLOYEE PENSION PLN
8000 CORP DRLANDOVERMD20785530215881DEFINED BENEFIT PENSION PLANMDSECTION 401(A)(4)0
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE PLAN JOINT BOARD OF TRUST
8000 CORPORATE DRIVELANDOVERMD20785237351551HEALTH AND WELFARE FUNDMDSECTION 501(C)(9)0
SPRINKLER FITTERS LOCAL UNION 483
2525 BARRINGTON CTHAYWARDCA94545941011692LOCAL UNIONCASECTION 501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (87 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
247 FIRE PROTECTION SERVICES INCORPORATED
12540 SLAUSON AVE STE CSANTA FE SPGSCA90670300125772SPRINKLER INSTALLATIONCAC0
A G OBRIEN PLUMBING AND HEATING
4907 LIGHTNING DRHERMANTOWNMN55811410852203SPRINKLER INSTALLATIONMNC0
ADVANCED SYSTEMS INC
1415 S 30TH AVEHOLLYWOODFL33020591098273SPRINKLER INSTALLATIONFLC0
ALL SAFE FIRE SPRINKLER SYSTEMS INC
375 EXECUTIVE BLVDELMSFORDNY10523473975166SPRINKLER INSTALLATIONNYC0
ALL STATE FIRE & SECURITY
400 MINERAL SPRINGS RDBUFFALONY14224450558273SPRINKLER INSTALLATIONNYC0
ALLIED FIRE PROTECTION
555 HIGH STOAKLANDCA94601941665896SPRINKLER INSTALLATIONCAC0
ALLIED FIRE PROTECTION SYSTEMS INC
1885 LYNDON BOULEVARDFALCONERNY14733161059681SPRINKLER INSTALLATIONNYC0
ALL-STATE FIRE PROT INC
107 CENTRAL AVEWIGGINSCO80654840958633SPRINKLER INSTALLATIONCOC0
ALPHA FIRE PROTECTION
PO BOX 32106EDMONDOK73003261720809SPRINKLER INSTALLATIONOKC0
AMERICAN FIRE SPRINKLER CORP
PO BOX 958SHAWNEE MSNKS66201430907831SPRINKLER INSTALLATIONKSC0
APEX FIRE PROTECTION LLC
500 S CTY RD IELANDWI54427454391155SPRINKLER INSTALLATIONWIC0
ASSURANCE FIRE SYSTEMS
10864 W COCO PLLITTLETONCO80127043760291SPRINKLER INSTALLATIONCOC0
AUTOMATIC FIRE SPR LLC
1809 INDUSTRIAL PARK DRNORMALIL61761200276964SPRINKLER INSTALLATIONILC0
AZTEC FIRE PROTECTION
5121 W JEFFERSON BLVDLOS ANGELESCA90016954091439SPRINKLER INSTALLATIONCAC0
BAY AREA FIRE PROT LLC
1174 SAPPHIRE DRLIVERMORECA94550465252461SPRINKLER INSTALLATIONCAC0
BFP FIRE PROTECTION INC
17 JANIS WAYSCOTTS VALLEYCA95066201548939SPRINKLER INSTALLATIONCAC0
BLACKSTONE FIRE PROTLLC
421 C ST UNIT 4AWASHOUGALWA98671461574011SPRINKLER INSTALLATIONWAC0
BOSTON AUTOMATIC SPRINKLE FABRICATION INC
10 COMMERCE RDROCKLANDMA02370010730691SPRINKLER INSTALLATIONMAC0
BROWN SPRINKLER CORP
4705 PINEWOOD RDLOUISVILLEKY40218610560682SPRINKLER INSTALLATIONKYC0
C W PIPING LLC
85 WOODMILL DRROCHESTERNY14626474918436SPRINKLER INSTALLATIONNYC0
CALCULATED FIRE PROTECTION CO INC
2510 ROUTE 44SALT POINTNY12578141785600SPRINKLER INSTALLATIONNYC0
CENTURY FIRE SPRINKLERS
27 CASSENS CTFENTONMO63026480925527SPRINKLER INSTALLATIONMOC0
COLUMBIA FIRE INC
111 S FINDLAY STSEATTLEWA98108680610033SPRINKLER INSTALLATIONWAC0
CORE & MAIN
1830 CRAIG PARK CTSAINT LOUISMO63146030550887SPRINKLER INSTALLATIONMOC0
COSCO FIRE PROT INC
29222 RANCHO VIEJO RDSAN JUAN CAPOCA92675954208955SPRINKLER INSTALLATIONCAC0
CROWN FIRE SYSTEMSINC
7402 SE JOHNSON CREEK BLVPORTLANDOR97206999999999SPRINKLER INSTALLATIONORC0
DCL FABRICATION INC
13551 NW INDUSTRIAL DRBRIDGETONMO63044999999999SPRINKLER INSTALLATIONMOC0
DELTA FIRE SYSTEMS INC
7020 S TUCSON WAYCENTENNIACO80112870276405SPRINKLER INSTALLATIONCOC0
ECO FIRE SPRINKLERS INC
PO BOX 327COPPEROPOLISCA95228473268832SPRINKLER INSTALLATIONCAC0
EMERALD FIRE LLC
11021 CRAMER ROAD KPNGIG HARBORWA98329912177798SPRINKLER INSTALLATIONWAC0
F E MORAN INC FIRE
ATTN PAYROLL - FPSNORTHBROOKIL60062363083258SPRINKLER INSTALLATIONILC0
F J MURPHY AND SON INC
1800 FACTORY STSPRINGFIELDIL62702370905840SPRINKLER INSTALLATIONILC0
FERGUSON FIRE AND FAB
55500 GRAND RIVER AVENEW HUDSONMI48165952912930SPRINKLER INSTALLATIONMIC0
FIRE SPRINKLER INC
1524 45TH ST E STE 102SUMNERWA98390900052043SPRINKLER INSTALLATIONWAC0
FOX FIRE PREVENTION INC
PO BOX 594PORT ORCHARDWA98366911411429SPRINKLER INSTALLATIONWAC0
FRONT RANGE FIRE PROT INC
246 BARBERRY PLLOVELANDCO80537840961750SPRINKLER INSTALLATIONCOC0
FRONTIER FIRE PROTECTION LLC
9430 E 40TH AVEDENVERCO80238840499748SPRINKLER INSTALLATIONCOC0
GEORGE M ROBINSON CO
1461 ATTEBERRY LNSAN JOSECA95131941643953SPRINKLER INSTALLATIONCAC0
GEYER FIRE PROTECTIONLLC
700 N HIGH SCHOOL RDINDIANAPOLISIN46214275539175SPRINKLER INSTALLATIONINC0
GLACIER FIRE PROTECTION
PO BOX 7980BONNEY LAKEWA98391821872126SPRINKLER INSTALLATIONWAC0
GRUNAU COMPANY INC
2400 LAKE ORANGE DRORLANDOFL32837999999999SPRINKLER INSTALLATIONFLC0
H G FIRE SYSTEMS INC
15102 SOMMERMEYER STHOUSTONTX77041202487081SPRINKLER INSTALLATIONTXC0
HYDRO FIRE PROT INC
PO BOX 8141S LAKE TAHOECA96158262128970SPRINKLER INSTALLATIONCAC0
INDY FIRE PROTECTION
PO BOX 353NORTH SALEMIN46165208170920SPRINKLER INSTALLATIONINC0
INTEGRITY FIRE PROTECTION
11722 ALLISONVILLE RDFISHERSIN46038473710174SPRINKLER INSTALLATIONINC0
INTERNATIONAL FIRE PROTECTION INC
243 ROYAL DRMADISONAL35758631027070SPRINKLER INSTALLATIONALC0
J & S FIRE PROTECTIONINC
1204 ANDERSON AVEDREXEL HILLPA19026474099279SPRINKLER INSTALLATIONPAC0
J F AHERN
855 MORRIS STFOND DU LACWI54935390123200SPRINKLER INSTALLATIONWIC0
L AND K FIRE PROTECTION INC
1501 E MAIN STMARIONIL62959364121556SPRINKLER INSTALLATIONILC0
LONG ISLAND PIPE SUPPLY OF MA
1830 CRAIG PARK CTST LOUISMO63146999999999SPRINKLER INSTALLATIONMOC0
LPG FIRE PROTECTION INC
1742 SEVILLE WAYSAN JOSECA95131999999999SPRINKLER INSTALLATIONCAC0
LSE FIRE PROTECTION INC
28568 LANTERN PARK LNMENIFEECA92584451615529SPRINKLER INSTALLATIONCAC0
M AND S FIRE PROTECTION LLC
3466 HILL CREST LNCANASTOTANY13032475655147SPRINKLER INSTALLATIONNYC0
OKLAHOMA VISTA FIRE SPRINKLERS INC
PO BOX 5564NORMANOK73070731377465SPRINKLER INSTALLATIONOKC0
OLYMPIC WEST FIRE PROT CORPORATION
128 S RIVER DRTEMPEAZ85281860601516SPRINKLER INSTALLATIONAZC0
PATRIOT FIRE PROTECTION INC
2707 70TH AVE ETACOMAWA98424911492898SPRINKLER INSTALLATIONWAC0
PRIME FABRICATION &SUPPLY
3130 WESTWOOD DR ALAS VEGASNV89109880283693SPRINKLER INSTALLATIONNVC0
PRYOR AUTOMATIC FIRE SPRINKLER
PO BOX 1243GREAT BENDKS67530201681535SPRINKLER INSTALLATIONKSC0
QUICK RESPONSE FIRE PROTECTION INC
566 HALLS MILL RDFREEHOLDNJ07728223635518SPRINKLER INSTALLATIONNJC0
R & F FIRE PROTECTION
723 SONORA AVEGLENDALECA91201999999999SPRINKLER INSTALLATIONCAC0
R E GRIESEMER INC
51 W RAYMOND STINDIANAPOLISIN46225351332487SPRINKLER INSTALLATIONINC0
R W J CORPORATION
PO BOX 277SEBRINGOH44672341058388SPRINKLER INSTALLATIONOHC0
RBM-GUARDIAN FIRE PROTECTION INC
8 ENTERPRISE DRALBANYNY12204141598090SPRINKLER INSTALLATIONNYC0
RCM FIRE PROTECTION
350 ENTERPRISE PLTRACYCA95304010566019SPRINKLER INSTALLATIONCAC0
RED HAWK FIRE PROTECTION
801 VALLEY AVE NW STE DPUYALLUPWA98371273826115SPRINKLER INSTALLATIONWAC0
RELIABLE FIRE SYSTEMS INC
6636 S HIGHWAY 97SAPULPAOK74066731340457SPRINKLER INSTALLATIONOKC0
RELIANCE FIRE PROTECTION
60 PAGE PARK DRIVE SUITE 1POUGHKEEPSIENY12601472341496SPRINKLER INSTALLATIONNYC0
RISER FIRE PROTECTION
PO BOX 2319BATTLE GROUNDWA98604320059069SPRINKLER INSTALLATIONWAC0
RLH FIRE PROTECTION
4300 STINE RD STE 800BAKERSFIELDCA93313770535230SPRINKLER INSTALLATIONCAC0
RYAN FIRE PROTECTION INC
9740 E 148TH STNOBLESVILLEIN46060351788848SPRINKLER INSTALLATIONINC0
S A COMUNALE CO INC
2900 NEWPARK DRBARBERTONOH44203341122758SPRINKLER INSTALLATIONOHC0
SALAMANDER FIRE PROTECTION
6103 TYRONE STREETVAN NUYSCA91401954709879SPRINKLER INSTALLATIONCAC0
SECURITY FIRE PROTECTION CO
4495 S MENDENHALL RDMEMPHISTN38141620762619SPRINKLER INSTALLATIONTNC0
SHAMBAUGH & SON LP
7614 OPPORTUNITY DRFORT WAYNEIN46825350965412SPRINKLER INSTALLATIONINC0
SIMPLEXGRINNELL LP
50 TECHNOLOGY DRIVEWESTMINSTERMA01441582608861SPRINKLER INSTALLATIONMAC0
SMITH FIRE SYSTEMS INC
1106 54TH AVENUE EASTTACOMAWA98424911386377SPRINKLER INSTALLATIONWAC0
SOUTHLAND INDUSTRIES
12131 WESTERN AVEGARDEN GROVECA92841951596533SPRINKLER INSTALLATIONCAC0
SPS COMPANIES INC
6363 HIGHWAY 7ST LOUIS PARKMN55416410719467SPRINKLER INSTALLATIONMNC0
SPS COMPANIES INC SPS COMPANY-ECHO
6363 HIGHWAY 7ST LOUIS PARKMN55416410719467SPRINKLER INSTALLATIONMNC0
SRI FIRE SPRINKLERLLC
1060 CENTRAL AVEALBANYNY12205263567501SPRINKLER INSTALLATIONNYC0
STREB FIRE PROTECTION
1305 WEST ENOS AVENUESPRINGFIELDIL62702814453944SPRINKLER INSTALLATIONILC0
SUMMIT FIRE PROTECTION
520 TEXAS STREDLANDSCA92374330824386SPRINKLER INSTALLATIONCAC0
THE PIPCO COMPANIES LTD
1409 W ALTORFER DRPEORIAIL61615370800205SPRINKLER INSTALLATIONILC0
TOMLINSON FIRE PROTECTION SERVICES LLC
16282 SE 150 AVENORWICHKS67118813207590SPRINKLER INSTALLATIONKSC0
VOGT SPRINKLER SERVICES INC
363 DELAWARE RDKENMORENY14217999999999SPRINKLER INSTALLATIONNYC0
WESTERN STATES FIRE PROTECTION COMPANY
7020 S TUCSON WAYCENTENNIALCO80112840973303SPRINKLER INSTALLATIONCOC0
WILSON FIRE SPRINKLER CO
PO BOX 188SELMACA93662510607615SPRINKLER INSTALLATIONCAC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd