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IRON WORKERS LOCAL 395 TRUST FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
IRON WORKERS LOCAL 395 TRUST FUND (EIN 35-6327302)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349303997
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)
Return2022-11-09T15:07:40-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320043599PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 INDIANAPOLIS BOULEVARD SUITEAddressLine1Txt
Address Line2103AddressLine2Txt
CitySCHERERVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46375ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356327302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRONWORKERS LOCAL 395 TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone3126491200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD WAREPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3126491200PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastWAREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRENEE BERG-SPECKPreparerPersonNm
PTINP00201492PTIN
Phone3123680500PhoneNum
Preparation2022-11-09PreparationDt

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 OfficerRONALD WAREPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$77,205,269GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1977FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH BENEFITSActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee41TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$13,175,689PYProgramServiceRevenueAmt
CY Program Service Revenue$17,161,263CYProgramServiceRevenueAmt
PY Investment Income-$6,339,548PYInvestmentIncomeAmt
CY Investment Income$3,200,663CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$9,696CYOtherRevenueAmt
PY Total Revenue$6,836,141PYTotalRevenueAmt
CY Total Revenue$20,371,622CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,393,742PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$16,313,207CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$549,051PYOtherExpensesAmt
CY Other Expenses$612,169CYOtherExpensesAmt
PY Total Expenses$17,942,793PYTotalExpensesAmt
CY Total Expenses$16,925,376CYTotalExpensesAmt
PY Revenues Less Expenses-$11,106,652PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,446,246CYRevenuesLessExpensesAmt
Total Assets BOY$61,915,332TotalAssetsBOYAmt
Total Assets EOY$65,601,953TotalAssetsEOYAmt
Total Liabilities BOY$734,086TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,116,087TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,181,246NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$64,485,866NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, ACCIDENTAL DEATH & DISMEMBERMENT, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J 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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee41EmployeeCnt
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126491200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROAD SUITE 208EAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RONALD WARE JR
UNION TRUSTEE2.0050.00Yes (X)$0$145,129$127,555
JIM STEMMLER JR
UNION TRUSTEE2.0050.00Yes (X)$0$139,732$126,386
STEVE MICHAELS
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
SAMUEL TIPTON
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$284,861TotReportableCompRltdOrgAmt
Total Other Compensation$253,941TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12625 BUTTERFIELD ROADAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
ServicesTHIRD PARTY ADMINISTRATORServicesDesc
Compensation$414,886CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$14,368,349$14,368,349
PARTICIPANT CONTRIBUTIONS900099$2,269,386$2,269,386
PRESCRIPTION DRUG REBATES900099$478,169$478,169
COBRA SUBSIDIES900099$45,359$45,359
FieldValueIRS element (for citing)
Total Program Service Revenue$17,161,263TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,804,747TotalRevenueColumnAmt
Exclusion$1,804,747ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$58,229,563SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$56,833,647SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,395,916SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,395,916TotalRevenueColumnAmt
Exclusion$1,395,916ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$9,696TotalRevenueColumnAmt
Exclusion$9,696ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,696OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,371,622TotalRevenueColumnAmt
Related Or Exempt Func Income$17,161,263RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,210,359ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$16,313,207TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$377,469TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,038TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,217TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$71,846TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,057TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,311TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,980TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY ACADesc
Total$7,251TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,925,376TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,706,316BOYAmt
EOY$2,793,748EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,456BOYAmt
EOY$147,321EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,421,523BOYAmt
EOY$1,773,352EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$183,408EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$58,741,514BOYAmt
EOY$58,132,202EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$2,480,239EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$39,523BOYAmt
EOY$91,683EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,915,332BOYAmt
EOY$65,601,953EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$131,072BOYAmt
EOY$501,938EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$603,014BOYAmt
EOY$614,149EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$734,086BOYAmt
EOY$1,116,087EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$61,181,246BOYAmt
EOY$64,485,866EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,181,246BOYAmt
EOY$64,485,866EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,915,332BOYAmt
EOY$65,601,953EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,446,246ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$141,626NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER - NET$49,439
DUE TO RELATED ORGANIZATIONS$564,710
FieldValueIRS element (for citing)
Total Liability$614,149TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$20,204,996TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$141,626NetUnrealizedGainsInvstAmt
Revenue Not Reported-$141,626RevenueNotReportedAmt
Revenue Subtotal$20,346,622RevenueSubtotalAmt
Investment Expenses Not Incld$25,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$25,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,371,622TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,900,376TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,900,376ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$25,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,925,376TotalExpensesPerForm990Amt

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 THE PLAN 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 TAX AUTHORITIES. 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)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
RONALD WARE JR
UNION TRUSTEE$0$145,129$0$0$0$0$0$95,887$0$31,668$0$272,684$0$0
JIM STEMMLER JR
UNION TRUSTEE$0$139,732$0$0$0$0$0$94,719$0$31,667$0$266,118$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO ZENITH AMERICAN SOLUTIONS, AS THIRD PARTY ADMINISTRATOR OF THE FUND.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES REVIEW THE FORM AND UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED AND SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IRON WORKERS LOCAL 395 ANNUITY FUND
2625 BUTTERFIELD ROAD SUITE 208EOAK BROOKIL60523351959984PROVIDE PENSION BENEFITSIN401(A)0
IRON WORKERS LOCAL 395
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 395 JATC
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 1 CHICAGO
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 17 CLEVELAND OH
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 147 FORT WAYNE
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 155 FRESNO CA
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 167 MEMPHIS TN
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 172 COLUMBUS OH
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 22 INDIANAPOLIS
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 24 DENVER CO
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 25 DETROIT
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 28 RICHMOND
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 272 MIAMI FL
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 290 DAYTON OH
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 292 SOUTH BEND
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 3 PITTSBURGH
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 383 MADISON W
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 384 TENNESSEE
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 44 CINCINNATI
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 492 NASHVILLE
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 63 CHICAGO
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 66 SAN ANTONIO
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 67 DES MOINES
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 79 NORFOLK VA
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 8 MILWAUKEE
CONTRIBUTING EMPLOYER0
IRON WORKERS LOCAL 84 HOUSTON
CONTRIBUTING EMPLOYER0
IRON WORKERS TRI-STATE WELFARE
CONTRIBUTING EMPLOYER0
IRON WORKERS MID AMERICA
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
TONN & BLANK CONSTR LLC
CONTRIBUTING EMPLOYER00
STEVE'S DOOR SERVICE LLC
CONTRIBUTING EMPLOYER00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (85 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
4 S ERECTION INC
CONTRIBUTING EMPLOYER0
A C M S GROUP INC
CONTRIBUTING EMPLOYER0
A M S IND'L LLC
CONTRIBUTING EMPLOYER0
A R S CONTR INC
CONTRIBUTING EMPLOYER0
ACORN FENCE & CONSTR INC
CONTRIBUTING EMPLOYER0
ACTION FENCE CONTR INC
CONTRIBUTING EMPLOYER0
ADVANCED STEEL ERECTORS
CONTRIBUTING EMPLOYER0
ALL ACCESS LLC
CONTRIBUTING EMPLOYER0
AMBAR INC
CONTRIBUTING EMPLOYER0
AMEX NOOTER LLC
CONTRIBUTING EMPLOYER0
ANCHOR CONVEYOR SOUTH BEND
CONTRIBUTING EMPLOYER0
B M W C CONSTRUCTORS INC
CONTRIBUTING EMPLOYER0
BAM DECKING INC
CONTRIBUTING EMPLOYER0
BARNHART CRANE & RIGGING
CONTRIBUTING EMPLOYER0
BARTON MALOW CO
CONTRIBUTING EMPLOYER0
BEN HUR CONSTRUCTION CO
CONTRIBUTING EMPLOYER0
BOWEN ENG CORP
CONTRIBUTING EMPLOYER0
CARDINAL INDUSTRIAL DEV
CONTRIBUTING EMPLOYER0
CHICAGO STEEL CONSTR LLC
CONTRIBUTING EMPLOYER0
CORSETTI STRUCT'L STEEL
CONTRIBUTING EMPLOYER0
CUSTOM CANOPY
CONTRIBUTING EMPLOYER0
DEPASQUALE STEEL ERECTORS INC
CONTRIBUTING EMPLOYER0
DOOR SYSTEMS INC
CONTRIBUTING EMPLOYER0
DOUG & STEVE CONSTR INC
CONTRIBUTING EMPLOYER0
DREW JAMES H CORP
CONTRIBUTING EMPLOYER0
FLATROCK ERECTING INC
CONTRIBUTING EMPLOYER0
FLUOR CONSTR INT'L INC
CONTRIBUTING EMPLOYER0
FORT WAYNE REINFORCING INC
CONTRIBUTING EMPLOYER0
FOUNDATION STEEL LLC
CONTRIBUTING EMPLOYER0
G & L CORP
CONTRIBUTING EMPLOYER0
GRAYCOR COMPANIES
CONTRIBUTING EMPLOYER0
GREAT LAKES STEEL ERECTION INC
CONTRIBUTING EMPLOYER0
GREEN STEEL INC
CONTRIBUTING EMPLOYER0
GURTZWEILER INC HENRY
CONTRIBUTING EMPLOYER0
GUSTAFSON & GOUDGE INC
CONTRIBUTING EMPLOYER0
HALYARD CORPORATION
CONTRIBUTING EMPLOYER0
HAMPTON IRONWORKS INC
CONTRIBUTING EMPLOYER0
HARMON STEEL INC
CONTRIBUTING EMPLOYER0
HARRIS DAVIS REBAR
CONTRIBUTING EMPLOYER0
HAUTER BROTHERS INC
CONTRIBUTING EMPLOYER0
HAYES MECH INC
CONTRIBUTING EMPLOYER0
HOOSIER CRANE SVC CO
CONTRIBUTING EMPLOYER0
IL CONSTR CORP
CONTRIBUTING EMPLOYER0
IMPERIAL CONSTR ASSOC INC
CONTRIBUTING EMPLOYER0
IND'L MATERIAL SUPPLY INC
CONTRIBUTING EMPLOYER0
KEILMAN'S TREE SERVICE
CONTRIBUTING EMPLOYER0
KEVIN NUGENT CONSTR INC
CONTRIBUTING EMPLOYER0
LA PORTE CONSTR CO INC
CONTRIBUTING EMPLOYER0
LARSON-DANIELSON CONSTR CO INC
CONTRIBUTING EMPLOYER0
LILJA CORP
CONTRIBUTING EMPLOYER0
MADDOX INDUSTRIAL CONTR
CONTRIBUTING EMPLOYER0
MAYO STEEL ERECTORS INC
CONTRIBUTING EMPLOYER0
METROPOLITAN STEEL INC
CONTRIBUTING EMPLOYER0
MEYER C R AND SONS
CONTRIBUTING EMPLOYER0
MIDSTATES CONCRETE CONSTR LLC
CONTRIBUTING EMPLOYER0
MIDWEST CANOPY SPECIALISTS LLC
CONTRIBUTING EMPLOYER0
MILESTONE FENCE LLC
CONTRIBUTING EMPLOYER0
MORRISON INC
CONTRIBUTING EMPLOYER0
NW IN COMM FENCE CO
CONTRIBUTING EMPLOYER0
NPSG GLOBAL LLC
CONTRIBUTING EMPLOYER0
PANGERE CORP
CONTRIBUTING EMPLOYER0
PIQUA STEEL COMPANY
CONTRIBUTING EMPLOYER0
PRECISION SURVEILLANCE CORP
CONTRIBUTING EMPLOYER0
QUALITY METAL EXTERIORS
CONTRIBUTING EMPLOYER0
REFTECH INTERNATIONAL C
CONTRIBUTING EMPLOYER0
ROGER & SONS CONSTR INC
CONTRIBUTING EMPLOYER0
ROSS GROUP INC
CONTRIBUTING EMPLOYER0
S M INDUSTRIES
CONTRIBUTING EMPLOYER0
S S S I INC
CONTRIBUTING EMPLOYER0
SCHMIDT STEEL INC
CONTRIBUTING EMPLOYER0
SECURITY DOOR INC
CONTRIBUTING EMPLOYER0
SPECIALTIES CO LLC
CONTRIBUTING EMPLOYER0
STAIR ONE INC
CONTRIBUTING EMPLOYER0
STEVENS ENG & CONSTR INC
CONTRIBUTING EMPLOYER0
STEVENS IRON WORKS LLC
CONTRIBUTING EMPLOYER0
STEVENSON CRANE RIG & HVY HAUL
CONTRIBUTING EMPLOYER0
STRESCORE INC
CONTRIBUTING EMPLOYER0
SUPERIOR CONSTR CO INC
CONTRIBUTING EMPLOYER0
T & A RIGGING INC
CONTRIBUTING EMPLOYER0
TESTA STEEL CONSTR INC
CONTRIBUTING EMPLOYER0
UNITED CONSTR CO INC
CONTRIBUTING EMPLOYER0
WALBRIDGE EQUIPMENT INSTALLATION
CONTRIBUTING EMPLOYER0
WHITE CONSTR INC
CONTRIBUTING EMPLOYER0
WHITE J J
CONTRIBUTING EMPLOYER0
WILLIAMS STEEL ERECTORS
CONTRIBUTING EMPLOYER0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd