HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND (EIN 43-6158894)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349304449
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T15:20:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431171178 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRABEL SCHNIEDERS HOLLMAN & CO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 W ARGONNE STE 200 | AddressLine1Txt |
| City | KIRKWOOD | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436158894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAT AND FROST INSULATORS ST LOUIS | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAT | BusinessNameControlTxt |
| Phone | 3143448899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EARTH CITY EXPRESSWAY | AddressLine1Txt |
| City | EARTH CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PAYUER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3142917399 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | PAYUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK J HOLLMAN | PreparerPersonNm |
| PTIN | P00986838 | PTIN |
| Phone | 3144347310 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY PAYUER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3325 HOLLENBERG DRIVE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,929,451 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND IS A TAFT-HARTLEY TRUST ESTABLISHED TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,351,218 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,291,688 | CYProgramServiceRevenueAmt |
| PY Investment Income | $173,944 | PYInvestmentIncomeAmt |
| CY Investment Income | $603,042 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,525,162 | PYTotalRevenueAmt |
| CY Total Revenue | $8,894,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,691,338 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,602,056 | 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 | $728,475 | PYOtherExpensesAmt |
| CY Other Expenses | $711,259 | CYOtherExpensesAmt |
| PY Total Expenses | $7,419,813 | PYTotalExpensesAmt |
| CY Total Expenses | $10,313,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $105,349 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,418,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,615,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,472,327 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $118,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,497,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,266,973 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND IS A TAFT-HARTLEY TRUST ESTABLISHED TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 1. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,313,315 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,313,315 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 2000 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3143448899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EARTH CITY EXPRESSWAY | AddressLine1Txt |
| City | EARTH CITY EXPRESSWAY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ROBERT ACKMAN | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| THOMAS LEAHY | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| GARY PAYEUR | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAN BAKER | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JOHNNY THORNBURGH | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| CHRIS LYLES | |||||
| CHAIRMAN | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 502 EARTH CITY EXPRESSWAY | EARTH CITY | MO | 63045 | ADMINISTRATOR | $292,317 |
| AETNA | |||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06156 | PPO | $167,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $6,858,882 | $6,858,882 |
| MEMBER CONTRIBUTIONS | 525100 | $1,432,806 | $1,432,806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,291,688 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,711 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $490,052 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,721 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $455,331 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $455,331 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,894,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,894,730 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,602,056 | TotalAmt |
| Program Services | $9,602,056 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,019 | TotalAmt |
| Program Services | $305,019 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,330 | TotalAmt |
| Program Services | $33,330 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Program Services | $6,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,329 | TotalAmt |
| Program Services | $84,329 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,848 | TotalAmt |
| Program Services | $232,848 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,255 | TotalAmt |
| Program Services | $2,255 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,851 | TotalAmt |
| Program Services | $7,851 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PRINTING | $14,272 | $14,272 |
| TRUSTEE EXPENSE | $12,675 | $12,675 |
| POSTAGE | $12,180 | $12,180 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,313,315 | TotalAmt |
| Program Services | $10,313,315 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,852,858 | BOYAmt |
| EOY | $4,191,890 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,189 | BOYAmt |
| EOY | $1,671,988 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,669,881 | BOYAmt |
| EOY | $7,247,423 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,173,136 | BOYAmt |
| EOY | $23,361,025 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,615,064 | BOYAmt |
| EOY | $36,472,327 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,047 | BOYAmt |
| EOY | $205,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,047 | BOYAmt |
| EOY | $205,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,497,017 | BOYAmt |
| EOY | $36,266,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,497,017 | BOYAmt |
| EOY | $36,266,973 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,615,064 | BOYAmt |
| EOY | $36,472,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,418,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,188,541 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 401H ACCOUNT | Desc |
| Book Value | $23,361,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,361,025 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $12,998,942 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,188,541 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,188,541 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,810,401 | RevenueSubtotalAmt |
| Other Revenues Not Included | $84,329 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $84,329 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,894,730 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,228,986 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,228,986 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $84,329 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $84,329 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,313,315 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 84,329. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 84,329. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | TRUSTEES HAVE ENGAGED A THIRD PARTY ADMINISTRATOR TO PROCESS FINANCIAL DATA |
| FORM 990, PART VI, SECTION A, LINE 6 | PARTICIPANTS IN THE HEALTH AND WELFARE PLAN |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS PROVIDED TO TRUSTEES PRIOR TO FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST ARE ADDRESSED AT REGULAR MEETINGS |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE TO PARTICIPANTS OF THE PLAN. FORM 5500 AND 990 ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | BOARD ACTS AS OVERSIGHT COMMITTEE |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| INTL ASSOC HEAT AND FROST INSULATORS LOCAL 1 | |||||||||
| 3325 HOLLENBERG DRIVE | BRIDGETON | MO | 63044 | 430337341 | LABOR UNION | MO | 501 (C)(5) | N/A | 0 |
| INTERNATIONAL ASSOC HEAT AND FROST APPRENTICE FUND | |||||||||
| 3325 HOLLENBERG DRIVE | BRIDGETON | MO | 63044 | 870704146 | APPRENTICESHIP FUND | MO | 501 (C)(5) | N/A | 0 |
| MASTER INSULATORS OF ST LOUIS | |||||||||
| 1020 FOX CHASE IND DR | ARNOLD | MO | 63010 | 431348081 | ASSOCIATION | MO | 501 (C)(5) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|
| A & W PLUMBING AND HEATING | ||||
| 502 EARTH CITY | EARTH CITY | MO | 63045 | N/A |
| ADY INSULATION | ||||
| 502 EARTH CITY | EARTH CITY | MO | 63045 | N/A |
| ALLIED POWER LLC | ||||
| 502 EARTH CITY | EARTH CITY | MO | 63045 | N/A |
| APACHE INDUSTRIAL UNITED INC | ||||
| 502 EARTH CITY | EARTH CITY | MO | 63045 | N/A |
| API | ||||
| 502 EARTH CITY | EARTH CITY | MO | 63045 | N/A |
| BHI ENERGY | ||||
| N/A | ||||
| BI STATE INSULATION INC | ||||
| N/A | ||||
| BRANDSAFWAY | ||||
| N/A | ||||
| BUDROVICH SPECIALITY GRP LLC | ||||
| N/A | ||||
| CENTRAL SERVICES | ||||
| N/A | ||||
| FIRESTOP TECHNOLOGIES | ||||
| N/A | ||||
| FLUOR CONSTRUCTORS INTL | ||||
| N/A | ||||
| GALT INDUSTRIES | ||||
| N/A | ||||
| GRP MECHANICAL | ||||
| N/A | ||||
| INSUL & SUPPLIES CORP | ||||
| N/A | ||||
| INSULATION MASTERS INC | ||||
| N/A | ||||
| INTEGRITY INSULATION | ||||
| N/A | ||||
| IOWA-ILLINOIS THERMAL INC | ||||
| N/A | ||||
| KASKASKIA MECH INSULATION | ||||
| N/A | ||||
| LMB COMPANIES INC | ||||
| N/A | ||||
| M & O INSULATION CO | ||||
| N/A | ||||
| MCNAMEE MECHANICAL INSLT LLC | ||||
| N/A | ||||
| MERIT MECHANICAL | ||||
| N/A | ||||
| MIDWEST MECHANICAL | ||||
| N/A | ||||
| PARAGON PIPECOVERERS INC | ||||
| N/A | ||||
| PREMIER INSULATION | ||||
| N/A | ||||
| PRO FIRE STOP | ||||
| N/A | ||||
| PRO INSULATION | ||||
| N/A | ||||
| REBEL INC | ||||
| N/A | ||||
| SI THERMAL LLC | ||||
| N/A | ||||
| SIDNSY INSULATTION | ||||
| N/A | ||||
| SPRINKMANN INSULATION | ||||
| N/A | ||||
| STL DIRECT MECHANICAL | ||||
| N/A | ||||
| THORNBURGH INSULATION | ||||
| N/A | ||||
| TRENHOLM MECHANICAL INS | ||||
| N/A | ||||
| TRIANGLE ENTERPRISES INC | ||||
| N/A | ||||
| UNITED MECHANICAL INSULATION | ||||
| N/A | ||||
| WALSH INSULATION | ||||
| N/A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |