STRATEGY STUDIO / PUBLIC DATA EXPLORER

CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202233139349301423
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)
Return2022-11-09T09:10:38-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 3200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362376645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL STATES JOINT BOARD HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK SPANOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3127380822PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastSPANOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01366109PTIN
Phone2126955003PhoneNum

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 OfficerMARK SPANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$119,598,566GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$64,318,371PYProgramServiceRevenueAmt
CY Program Service Revenue$59,582,840CYProgramServiceRevenueAmt
PY Investment Income$2,946,481PYInvestmentIncomeAmt
CY Investment Income$3,099,004CYInvestmentIncomeAmt
PY Other Revenue$2,251,201PYOtherRevenueAmt
CY Other Revenue$2,788,214CYOtherRevenueAmt
PY Total Revenue$69,516,053PYTotalRevenueAmt
CY Total Revenue$65,470,058CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$64,969,015PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$61,091,322CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$562,866PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$519,472CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,916,757PYOtherExpensesAmt
CY Other Expenses$1,779,013CYOtherExpensesAmt
PY Total Expenses$67,448,638PYTotalExpensesAmt
CY Total Expenses$63,389,807CYTotalExpensesAmt
PY Revenues Less Expenses$2,067,415PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,080,251CYRevenuesLessExpensesAmt
Total Assets BOY$72,640,787TotalAssetsBOYAmt
Total Assets EOY$76,841,141TotalAssetsEOYAmt
Total Liabilities BOY$458,428TotalLiabilitiesBOYAmt
Total Liabilities EOY$400,470TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,182,359NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$76,440,671NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 4,900 ELIGIBLE PARTICIPANTS.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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 Document196IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARK SPANO
CHAIRMAN/TRUSTEE0.30Yes (X)$0$185,214$63,406
BENNY CASTRO
TRUSTEE0.30Yes (X)$0$124,835$14,952
GARY FAIRHEAD
TRUSTEE0.30Yes (X)$0$0$0
SHELLY ROSEN
TRUSTEE0.30Yes (X)$0$0$0
NORMAN SOEP
TRUSTEE0.30Yes (X)$0$0$0
ANTHONY IORI
TRUSTEE0.30Yes (X)$0$169,648$61,472
LYNETTE ALLEN
PLAN MANAGER40.00$73,811$0$34,677Yes (X)
PHILIP SITKOWSKI
PRIOR TRUSTEE0.30$0$80,543$39,555Yes (X)
CRISTINA RAMIREZ
PRIOR TRUSTEE0.30$0$80,056$34,598Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$73,811TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$640,296TotReportableCompRltdOrgAmt
Total Other Compensation$248,660TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL60601NETWORK ADMINISTRATION$2,369,365
MEDICAL COST MANAGEMENT
105 WEST ADAMS SUITE 2200CHICAGOIL60603UTILIZATION REVIEW$196,012
ALPER SERVICES LLC
410 NORTH MICHIGAN AVE 12TH FLOORCHICAGOID60611INVESTMENT SERVICES$122,204
JOHNSON AND KROL LLC
311 S WACKER DRIVE SUITE 1050CHICAGOIL60606LEGAL SERVICES$109,995
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$59,279,134$59,279,134
PARTICIPANT CTRB.900099$303,706$303,706
FieldValueIRS element (for citing)
Total Program Service Revenue$59,582,840TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,712,417TotalRevenueColumnAmt
Exclusion$1,712,417ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$55,515,095SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,128,508SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,386,587SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,386,587TotalRevenueColumnAmt
Related Or Exempt Func Income$1,386,587RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREBATESDesc
Business900099BusinessCd
Total Revenue Column$2,788,214TotalRevenueColumnAmt
Related Or Exempt Func Income$2,788,214RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,788,214OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,470,058TotalRevenueColumnAmt
Related Or Exempt Func Income$63,757,641RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,712,417ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$61,091,322TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$73,811TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$163,760TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$262,938TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,963TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$104,526TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$85,176TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$260,124TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$139,018TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$72,882TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$31,137TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$109,937TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$538TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,983TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$351,781TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ALLOCATED EXPENSES$290,846
CASE MANAGEMENT$212,800
CLAIMS PROCESSING$81,925
PCORI FEES$28,340

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,389,807TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,356,871BOYAmt
EOY$5,254,091EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,749,885BOYAmt
EOY$3,836,724EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$85,253BOYAmt
EOY$92,734EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$413,397LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$396,124LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,256BOYAmt
EOY$17,273EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,726,131BOYAmt
EOY$55,977,339EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,695,391BOYAmt
EOY$11,662,980EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,640,787BOYAmt
EOY$76,841,141EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$98,227BOYAmt
EOY$95,403EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$360,201BOYAmt
EOY$305,067EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$458,428BOYAmt
EOY$400,470EOYAmt
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$72,182,359BOYAmt
EOY$76,440,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,182,359BOYAmt
EOY$76,440,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,640,787BOYAmt
EOY$76,841,141EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,080,251ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,178,061NetUnrlzdGainsLossesInvstAmt
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$413,397OtherCostOrOtherBasisAmt
Depreciation$396,124DepreciationAmt
Book Value$17,273BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,273TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOST INTERMEDIATE TERM HIGH YIELD FUND, L.P.Desc
Book Value$11,662,980BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,662,980TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CONTRIBUTIONS REC IN ADVANCE$50,012
DUE TO BROKER FOR PENDING TRADES$203,575
DUE TO RELATED ORGANIZATIONS$51,480
FieldValueIRS element (for citing)
Total Liability$305,067TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$67,387,995TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,178,061NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,178,061RevenueNotReportedAmt
Revenue Subtotal$65,209,934RevenueSubtotalAmt
Investment Expenses Not Incld$260,124InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$260,124RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$65,470,058TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$63,129,683TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$63,129,683ExpensesSubtotalAmt
Investment Expenses Not Incld2$260,124InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$260,124ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,389,807TotalExpensesPerForm990Amt

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
MARK SPANO
CHAIRMAN/TRUSTEE$0$185,214$0$0$0$0$0$0$0$63,406$0$248,620$0$0
ANTHONY IORI
TRUSTEE$0$169,648$0$0$0$0$0$0$0$61,472$0$231,120$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
MIDWEST PENSION PLAN
245 FENCL LANEHILLSIDEIL60162366512748TO PROVIDE PENSION BENEFITS TO MEMBERSIL401(A)0
CENTRAL STATES JOINT BOARD AFL-CIO
245 FENCL LANEHILLSIDEIL60162362224162ASSIST LOCAL UNIONSIL501C(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (171 entries)

3 WON
A & H PLUMBING
A SCHOENEMAN
ACME INDUSTRIAL
ADVANCED BOILER
AG MANUFACTURING
AEM BILLING
AMERICAN BODY C
AMERICAN METALC
AMERICAN NAME P
AMERICAN PLATIN
AMTEC PRECISION
ANDRIACHI INC
APOLLO PLASTICS
ARMBRUST PAPER
AUSTGEN ELECTRI
AVANTI STAFFING
AYOTTE DECKER
BICC SYSTEM
BACIN GROUP
BARSTEEL
BESCO AIR INC
BETTER CONTAINE
BMW PLUMBING IN
BRIAN DEMBO OD
BROWN BROWN &
BROYLEES PLUMBI
BUSINESS MACHIN
C & G SYSTEMS C
CAMEO MOLD
CASSIDY PROLINE
CASTLE GROUP HE
CATALANO CABOOR
CCCB DBA CEMENO
CENTRAL SHEET M
CHEMCOATERS
CHICAGO ANODIZI
CHICAGO MAILING
CHICAGO STEEL
COLORS FOR PLAS
COMMUNICATIONS
CONDON & COOK
CONLIN LANDSCAP
COTTON GOODS MF
CRESCENT CARDBO
CSJB HEALTH & W
CSJB STAFF - LOCAL 18
CSJB STAFF - LOCAL 30
CUNNINGHAM INSU
D MARTIN
DIAMOND TOOL &
DRUMMOND
DS&P INSURANCE
DUPAGE PLASTIC SURGERY
DYNASTY MOLD BR
E GORNELL & SON
E&C CUSTOM PLAS
ED'S AUTOMOTIVE
EDSAL MFG COMPA
FORSIGHT VISIONS
FRANKLIN ENTERPRISES
GARDNER ASPHALT
FRIGID FLUID CO
FOX BOWL
GENERAL EQUIPME
GLOBAL MATERIAL
GMT INC
GREAT DANE TRAI
H GROUP
HANDI-FOIL CORP
HARD ROCK CONCR
HARLEM AUTO PAR
HARVEY ANESTHES
HFI FLUIDS
HIGHLAND TRADIN
HOME PRODUCTS I
HOYA VISION
ICL INTERIOR
IL ORG FOR JEWI
INLAND ARTS & G
ISS
JAMES INSTRUMEN
J&R LOCK SERVICE
JUDY'S MAILING
RIETVELD EQUIPMENT
KIWI CODERS COR
LA-CO INDUSTRIE
LAKE ANESTHESIA
LAKE FOREST INT
LAKE FOREST OB
LAKESHORE SECUR
LEWIS PLASTIC C
LIFE FITNESS
M BROWN & ASSO
MAAS & SONS
MANDARIN ORANGE
LEVY CREATIONS
MANOR TOOL AND
MCVEY & PARSKY
MELT DESIGN
MERCURY METAL
MICHAEL EPSTEIN
MICHAEL LEWIS C
MIDDLETON OVERH
MIDLAND ORAL
MIDWEST DRILL F
MIDWEST PENSION
MILTON IND COR
MOTHERWAY & NAP
NO ENGRAVING (HOL)
NO ENGRAVING (S GROVE)
NOVUM STRUCTURE
ORTHOPEDIC ASSO
P&L SCREW PRODU
PANKOW
PERFECTION SPRI
PHILLIPS EYE
PHOENIX ELECTRI
PRIMARY FREIGHT
PTC TUBULAR PRO
R & S DISTRIBUT
RELEVANT HEALTH
REPUBLIC PACKAG
RETINA CONSULTA
RICHARDSON SEAT
ROSATIS MCHENRY
RWE
S J ABRAMS & CO
SI JACOBSON I
SALVATORES
SECURITY INC
SERPE INSURANCE
SHEPPARD MEDICA
SIGMATRON INTER
SILVON
SLOBODAN VUCICE
SMALL ASSEMBLIE
SPONGE CUSHION
SRW
STINGRAY MECHAN
STUTZ CO
TRINITYWOMEN'S
TH RYAN
TRI-MARKDRIVERS
TESCO
THE LEVY GROUP
TOTAL WOMEN'S H
TRAINOR TRUCKIN
TRELLEBORG SEAL
TRI-MARKMARLIN
UHES LLC
UNITY MANUFACTU
UNIVERSAL BRUSH
VAN NORMAN MOLD
VEINS WITHOUT S
VESUVIUS USA
URBAN CARE LLC
WEBER STEPHEN
WEBER STEPHENS
WEBER WAREHOUSE
WERTHEIMER BOX
WEST SUBURBAN E
WESTGATE
WOLIN & ROSEN L
GREENE FORENSIC
NO ENGRAVING (SALEM)
TWENTY FOUR 7 EXPEDITED
JOHNSON EYE CARE
PROVISION CYCLING
TPG PLASTICS LLC
FRESH EXPRESS - CHIQUITA
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 Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
CENTRAL STATES JOINT BOARD AFL-CIO
K$82,420
CENTRAL STATES JOINT BOARD AFL-CIO
O$62,613
CENTRAL STATES JOINT BOARD AFL-CIO
P$84,063