MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND: Form 990, tax year 2023
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- Organization
- MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND (EIN 38-6058383)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-14
- IRS object ID
- 202501959349300930
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T10:54:02-04:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benda Grace Stulz & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 Van Dyke Ave | AddressLine1Txt |
| City | Sterling Heights | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386058383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michigan Carpenters Health Care Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Drive | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LUTZ | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5173217502 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bryan D Stulz | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2025-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,042,434 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.michigancarpenters.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | Provide health and welfare benefits to eligible plan participants. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,418,653 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,713,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,996 | PYInvestmentIncomeAmt |
| CY Investment Income | $327,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,159 | PYOtherRevenueAmt |
| CY Other Revenue | $6,713 | CYOtherRevenueAmt |
| PY Total Revenue | $25,522,808 | PYTotalRevenueAmt |
| CY Total Revenue | $28,047,266 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,820,317 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $23,229,449 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,807,291 | PYOtherExpensesAmt |
| CY Other Expenses | $1,612,326 | CYOtherExpensesAmt |
| PY Total Expenses | $22,627,608 | PYTotalExpensesAmt |
| CY Total Expenses | $24,841,775 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,895,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,205,491 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,017,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,673,539 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,308,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,090,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,709,327 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,583,311 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Provide health and welfare benefits to eligible plan participants. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,841,775 | ExpenseAmt |
| Desc | To provide health care benefits to eligible plan participants. | Desc |
| Total Program Service Expenses | $24,841,775 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC International Corp | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 Centurion Dr | AddressLine1Txt |
| City | Lansing | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM LUTZ | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $241,870 | $0 |
| MIKE BARNWELL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $185,362 | $0 |
| BRIAN KERRIGAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $103,022 | $38,195 |
| VINCE DAWE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $96,584 | $38,195 |
| CHAD MILLER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $90,145 | $36,195 |
| JASON REED | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $85,852 | $38,507 |
| JAMES MALENICH | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| NICK ROWLEY | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| BOB SPENCE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM HENDRICK | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| DAMIAN HILL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JOHN KERSAAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $802,835 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,092 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIC MIDWEST | |||||
| 6525 CENTURION DRIVE | Lansing | MI | 48917 | ADMINISTRATION | $769,905 |
| INDEPENDENT ADMINISTRATORS - BCBS | |||||
| 1919 MARKET ST 2ND FLOOR | Philadelphia | PA | 19103 | HEALTH ADMIN | $609,214 |
| EXPRESS SCRIPTS | |||||
| 4600 N HANLEY ROAD | Saint Louis | MO | 63134 | HEALTH ADMIN | $280,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer contributions | 230000 | $23,912,273 | $23,912,273 |
| Participant self-pmts | 230000 | $3,801,261 | $3,801,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,713,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $695,599 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $695,599 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,626,588 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,995,168 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$368,580 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$368,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$368,580 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Liquidated damages | 900099 | $6,074 | $6,074 |
| Other | 900099 | $639 | $639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,713 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,047,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,047,266 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,229,449 | TotalAmt |
| Program Services | $23,229,449 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284,501 | TotalAmt |
| Program Services | $1,284,501 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,617 | TotalAmt |
| Program Services | $26,617 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,974 | TotalAmt |
| Program Services | $54,974 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,170 | TotalAmt |
| Program Services | $35,170 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,079 | TotalAmt |
| Program Services | $51,079 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,400 | TotalAmt |
| Program Services | $77,400 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,576 | TotalAmt |
| Program Services | $49,576 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,517 | TotalAmt |
| Program Services | $5,517 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,721 | TotalAmt |
| Program Services | $15,721 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Member communications | $3,727 | $3,727 |
| Notices to participants | $5,039 | $5,039 |
| Education foundation dues | $1,685 | $1,685 |
| ERISA reporting costs | $1,320 | $1,320 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,841,775 | TotalAmt |
| Program Services | $24,841,775 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,566,441 | BOYAmt |
| EOY | $1,785,523 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,802 | BOYAmt |
| EOY | $65,908 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,579,483 | BOYAmt |
| EOY | $2,631,144 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,070 | BOYAmt |
| EOY | $1,006,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,986,884 | BOYAmt |
| EOY | $22,184,405 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,017,680 | BOYAmt |
| EOY | $27,673,539 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440,353 | BOYAmt |
| EOY | $918,228 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,868,000 | BOYAmt |
| EOY | $13,172,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,308,353 | BOYAmt |
| EOY | $14,090,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,709,327 | BOYAmt |
| EOY | $13,583,311 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,709,327 | BOYAmt |
| EOY | $13,583,311 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,017,680 | BOYAmt |
| EOY | $27,673,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,205,491 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $668,493 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accumulated eligibility credits | $12,061,000 |
| Claims incurred but not reported | $1,111,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,172,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $28,680,589 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $668,493 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $668,493 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,012,096 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,170 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $35,170 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,047,266 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,806,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $24,806,605 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,170 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $35,170 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,841,775 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|
| TOM LUTZ | ||
| CHAIRMAN | $241,870 | $241,870 |
| MIKE BARNWELL | ||
| TRUSTEE | $185,362 | $185,362 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | Part VI - Additional InformationLine 2 - Family Relationship or Business Relationship - The relationship between the Trustees of the Fund is a business relationship. The Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. The Fund, as a Taft-Hartley Trust Fund, is administered by a Board of Trustees which is composed of an equal number of union and employer representatives. Because of this organizational requirement there is a business relationship between the Trustees. |
| Member election for additional members Part VI line 7a | Form 990, Part VI, Line 7a - Election of Members and Their Rights The Fund is administered by a Board of 12 Trustees, comprised of six union Trustees and six employer Trustees. The union Trustees are appointedby the Union and the employer trustees are appointed by the Association. |
| Form 990 governing body review Part VI line 11 | Form 990, Part VI, Line 11b - Organizations Process to Review Form 990 The Form 990 is presented and approved at meeting of the Board of Trustees, subject to review by and approval of the Fund legal counsel. In addition, each Trustee is provided a copy of the Funds final Form 990 (includingrequired schedules), as ultimately filed with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | Line 12 - Annually, each Trustee must answer the fiduciary liability insurance renewal questionaire, which contains questions regarding potential and actual conflicts of interest. |
| Other officer or key employee compensation Part VI line 15b | Line 15 - The Fund did not have a CEO, Executive Director, or top management offical, or other officers or key employees, as those terms are defined in the instructions. |
| Governing documents etc available to public Part VI line 19 | Form 990, Part VI, Line 19 - Governing Documents Disclosure ExplanationThe Fund is established and maintained pursuant to the Employee Retirement Income Security Act of 1974, as amended. It operates in compliance with the Reporting and Disclosure requirements of Subtitle B, Part I ERISA with respect to disclosure of its governing documents and financial information. It operates in compliance with the Fiduciary Responsibility requirements of Subtitle B, Part 4 of ERISA. |
| Part VII response or note to any other line in Part VII | Form 990, Part VII - Additional InformationLine 1a - The Trustees of the Fund served without compensation from the Fund for those services. However, several Trustees were compensated as employees of contributing employers to the Fund and, as such, related organizations as that term is defined in the instructions. |
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 | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Michigan Carpenters Pension Fund | ||||||||||
| 6525 Centurion Drive | Lansing | MI | 48917 | 386233978 | pension | MI | 401a | N/A | false | |
| Michigan Carpenters Apprentice Fun | ||||||||||
| 6525 Centurion Drive | Lansing | MI | 48917 | 386122431 | Training | MI | 501c3 | N/A | false | 2 |
| Michigan Regional Council of Carp | ||||||||||
| 400 Renaissance Center 100 | Detroit | MI | 48243 | 383292997 | Union | MI | 501c5 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (202 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 22ND CENTURY TECHNOLOGIES INC | |
| N/A | false |
| A & F CONSTRUCTION CO INC | |
| N/A | false |
| A C P OF LENAWEE INC | |
| N/A | false |
| API INC | |
| N/A | false |
| ACOUSTICAL ARTS INC | |
| N/A | false |
| ADVANTAGE INDUSTRIAL SYS LLC | |
| N/A | false |
| AMALIO CORPORATION | |
| N/A | false |
| AMERICAN INDUSTRIAL SUPPORT | |
| N/A | false |
| ANLAAN CORPORATION | |
| N/A | false |
| ARBOR CONSTRUCTION PERSONNEL | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| ATHLETICA SPORT SYSTEMS | |
| N/A | false |
| ATLANTIC PLANT MAINT INC | |
| N/A | false |
| AUSTIN COMPANY | |
| N/A | false |
| B & B CONTRACTING SERVICE CO | |
| N/A | false |
| B3 INSTALLATIONS INC | |
| N/A | false |
| BAKER CONCRETE CONSTRUCTION | |
| N/A | false |
| BARTON MALOW CO | |
| N/A | false |
| BERKEL & CO CONTRACTORS INC | |
| N/A | false |
| BOLDT COMPANY | |
| N/A | false |
| BOOS AA & sONSINC | |
| N/A | false |
| BRANDSAFWAY INDUSTRIES LLC | |
| N/A | false |
| BRENNAN J F CO INC | |
| N/A | false |
| BRONNER WM AND SON CONTR | |
| N/A | false |
| BROWN & BROWN GENERAL CONTRACT | |
| N/A | false |
| BRUNSWICK BOWLING PRODUCTS | |
| N/A | false |
| BUCK CLIFFORD CONSTR CO INC | |
| N/A | false |
| CARPENTERS FOR HIRE II INC | |
| N/A | false |
| CASE CONSTRUCTION CO INC | |
| N/A | false |
| CASEWORK CONTRACTING SVCS LLC | |
| N/A | false |
| CASTLES BROS INC | |
| N/A | false |
| CECO CONCRETE CONSTRUCTION LLC | |
| N/A | false |
| CFMVR TESCO LLC | |
| N/A | false |
| CHAMPION SPECIALTY SERVICES LL | |
| N/A | false |
| CHRISTEN FRED & SONS INC | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS INC | |
| N/A | false |
| CLARK CONSTRUCTION CO | |
| N/A | false |
| CLIMATE PROS INC | |
| N/A | false |
| CLOSNER CONSTRUCTION | |
| N/A | false |
| CLS CONSTRUCTION SERVICE | |
| N/A | false |
| COLLINS DESIGNBUILD INC | |
| N/A | false |
| COMMERCIAL CONSTR INC DBA CCI | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| COMMERCIAL CONTRACTING NORTH | |
| N/A | false |
| COMSTOCK CONSTRUCTION COMPANY | |
| N/A | false |
| CONSOLIDATED MECHANICAL INC | |
| N/A | false |
| CONSTRUCTION LABOR SERVICES | |
| N/A | false |
| COOK JACKSON CONTRACTORS | |
| N/A | false |
| CRYDERMAN BUILDERS INC | |
| N/A | false |
| DANS EXCAVATING INC | |
| N/A | false |
| DAY & ZIMMERMANN NPS | |
| N/A | false |
| DELTA CONSTUCTION CO INC | |
| N/A | false |
| DOBIE CONSTRUCTION INC | |
| N/A | false |
| DWL TRADES LLC | |
| N/A | false |
| ELITE CONSTRUCTORS | |
| N/A | false |
| ENDURO TECHNICAL SERV OF N AME | |
| N/A | false |
| ERICKSON & LINDRSTROM CON | |
| N/A | false |
| FA INDUSTRIAL SERVICES INC | |
| N/A | false |
| FEBCON INC | |
| N/A | false |
| FESSLER & BOWMAN | |
| N/A | false |
| FISHER CONTRACTING CO | |
| N/A | false |
| FOULKE CONSTRUCTION COMPANY | |
| N/A | false |
| FRITZ - ELLIS CONST COINC | |
| N/A | false |
| GAGNON INC | |
| N/A | false |
| GEGARE TILE INC | |
| N/A | false |
| GERACE CONSTRUCTION CO INC | |
| N/A | false |
| GIBSON - LEWIS | |
| N/A | false |
| GLIMOUR CONSTRUCTION INC | |
| N/A | false |
| GLENNS TILE & CARPET | |
| N/A | false |
| GODDEYNE CONSTRUCTION | |
| N/A | false |
| GRAND RIVER CONSTRUCTION INC | |
| N/A | false |
| GRANGER CONSTRUCTION CO | |
| N/A | false |
| GRANITE - KREAMER A JV | |
| N/A | false |
| GRANITE - KREAMER JV II | |
| N/A | false |
| GUNDLACH CHAMPION INC | |
| N/A | false |
| H&S UNITED CONSTRUCTION LLC | |
| N/A | false |
| HACKETT CONSTRUCTION | |
| N/A | false |
| HARDMAN CONSTRUCTION INC | |
| N/A | false |
| HEBERT CONSTRUCTION COMPANY | |
| N/A | false |
| HEINEMAN J R & SONS INC | |
| N/A | false |
| HENDRICK RC AND SON INC | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HULL C A | |
| N/A | false |
| HUSSMANN SERVICES CORP | |
| N/A | false |
| HYDRO TECH USA INC | |
| N/A | false |
| IDEAL CONTRACTING LLC | |
| N/A | false |
| IMMEL HOWARD INC | |
| N/A | false |
| INDUSTRIAL MAINTENANCE SERVICE | |
| N/A | false |
| INSTALLATION SPECIALISTS INC | |
| N/A | false |
| INTEGRITY INTERIORS INC | |
| N/A | false |
| INTERIOR INSTALLATION SERVICES | |
| N/A | false |
| INTERNATIONAL DECORATORS INC | |
| N/A | false |
| INTERNL IND CONTR CORP | |
| N/A | false |
| JERGENS PIPING CORPORATION | |
| N/A | false |
| JOHNSON SERENUS CONSTRUCTION | |
| N/A | false |
| KALAKAY CONSTRUCTION | |
| N/A | false |
| KAYCEE CONST DBA DSI ACOUSTICA | |
| N/A | false |
| KIEWIT INFRASTRUCTURE CO | |
| N/A | false |
| KINSOL TIMBER SYSTEMSINC | |
| N/A | false |
| KLEIN CABINETS AND INTERIORS | |
| N/A | false |
| KOKOSING ALBERICI LLC | |
| N/A | false |
| KOKOSING ALBERICI TRAYLOR LLC | |
| N/A | false |
| KOKOSING INDUSTRIAL INC | |
| N/A | false |
| KORSGARD CE CO | |
| N/A | false |
| KRIEGHOFF LENAWEE COMPANY | |
| N/A | false |
| L A CONSTRUCTION CORPORATION | |
| N/A | false |
| LAKEHEAD CONSTRUCTORS | |
| N/A | false |
| LANKFORD CONSTRUCTION CO | |
| N/A | false |
| LARKIN ENTERPRISES INC | |
| N/A | false |
| LARSON - DANIELSON CONSTRUCTION | |
| N/A | false |
| LASALLE GROUP INC | |
| N/A | false |
| LATHROP COMPANY | |
| N/A | false |
| LESCO DESIGN & MFG | |
| N/A | false |
| LINDBERGA & SONS | |
| N/A | false |
| LJH CONSTRUCTION | |
| N/A | false |
| LUNDA CONSTRUCTION CO | |
| N/A | false |
| MALACE FACILITY SERVICES | |
| N/A | false |
| MAVID CONSTRUCTION SERVICE | |
| N/A | false |
| MCGUIRES PROFFESSIONAL CONST | |
| N/A | false |
| MICHIGAN OVERHEAD DOOR | |
| N/A | false |
| MICHIGAN STUDS AND WALLS LLC | |
| N/A | false |
| MID-STATE CONTRACTING LLC | |
| N/A | false |
| MILBOCKER & SONS INC | |
| N/A | false |
| MILLWRIGHT BROTHERS CONSTRUCT | |
| N/A | false |
| MIRON CONSTRUCTION CO INC | |
| N/A | false |
| MITTEN MAINT SERVICES OF MI | |
| N/A | false |
| M-K CONSTRUCTION CO INC | |
| N/A | false |
| MOORE TROSPER CONSTRUCTION CO | |
| N/A | false |
| MUSKEGON QUALITY BUILDERS | |
| N/A | false |
| N B PROCESSING INC | |
| N/A | false |
| NASHVILLE CONSTRUCTION CO | |
| N/A | false |
| NESS ROY CONTRACTING & SALES | |
| N/A | false |
| NEXT 150 CONSTRUCTION LLC | |
| N/A | false |
| NICHOLSON CONSTRUCTION | |
| N/A | false |
| NIELSEN COMMERCIAL CONST CO | |
| N/A | false |
| NORTHEAST INTERIOR SYSTEMS INC | |
| N/A | false |
| NORTHERN INDUSTRIAL CONST INC | |
| N/A | false |
| OAC LLC | |
| N/A | false |
| OBOYLE AND COMPANY | |
| N/A | false |
| OCONNOR CORPORATION | |
| N/A | false |
| OCP CONTRACTORS | |
| N/A | false |
| OHARROW CONSTRUCTION CO | |
| N/A | false |
| PCI CONSTRUCTION SERVICES LLC | |
| N/A | false |
| PCI ENERGY SERVICES LLC | |
| N/A | false |
| PEARSON CONSTRUCTION CO INC | |
| N/A | false |
| PEARSON EQUIPMENT & SERVICE | |
| N/A | false |
| PEREZ JCONSTRUCTION INC | |
| N/A | false |
| PRO SERVICES INC | |
| N/A | false |
| PROCESS GROUP AMERICA INC | |
| N/A | false |
| PUSHMAN CONSTRUCTION SERVICES | |
| N/A | false |
| REICHENBACH CEILING & | |
| N/A | false |
| RHOADS & JOHNSON LLC | |
| N/A | false |
| RICHARD GROUP LLC | |
| N/A | false |
| STCOTTER TURBINE SEREVICES | |
| N/A | false |
| SCHLEIS FLOOR COVERING INC | |
| N/A | false |
| SCHWEITZER INC | |
| N/A | false |
| SHOULDICE BROTHERS INC | |
| N/A | false |
| SIELER CONSTRUCTION INC | |
| N/A | false |
| SIEMENS GENERATION SVS CO | |
| N/A | false |
| SIWEK CONSTRUCTION COMPANY | |
| N/A | false |
| SMITH C D CONSTRUCTION INC | |
| N/A | false |
| SOLID PLATORMS INC | |
| N/A | false |
| SORENSEN GROSS | |
| N/A | false |
| SOULE W & COMPANY | |
| N/A | false |
| SPENCE BROTOHERS | |
| N/A | false |
| SUNSTONE INDUST CONSTRUCTORS | |
| N/A | false |
| SYSTEMS ENTERPRISE CORPSECO | |
| N/A | false |
| TAYLOR BROS CONSTRUCTION | |
| N/A | false |
| TEACHOUTS INDUSTRIAL | |
| N/A | false |
| THOROSPECT SERVICES | |
| N/A | false |
| TOEBE CONSTRUCTION LLC | |
| N/A | false |
| TONN & BLANK CONSTRUCTION | |
| N/A | false |
| TRADEMARK INDUSTRIAL LLC | |
| N/A | false |
| TRI-CITY ACOUSTICAL CO | |
| N/A | false |
| TRI - K CONNSTRUCTION | |
| N/A | false |
| TURBINE PROS LLC | |
| N/A | false |
| TURNER - BROOKS INC | |
| N/A | false |
| UNITED LABOR SERVICES INC | |
| N/A | false |
| W & G LLC | |
| N/A | false |
| W & G 2 LLC | |
| N/A | false |
| WALBRIDGE ALDINGER | |
| N/A | false |
| WALBRIDGE EQUIPMENT INSTALLATION | |
| N/A | false |
| WALKER COMMERCIAL INTERIORS | |
| N/A | false |
| WALSH CONSTRUCTION CO II LLC | |
| N/A | false |
| WALSH SERVICE SOLUTIONS LLC | |
| N/A | false |
| WALSH - OJIBWE DBA OJIBWE CONTRA | |
| N/A | false |
| WASHAW CONSTRUCTION INC | |
| N/A | false |
| WEIGAND CONSTRUCTION CO INC | |
| N/A | false |
| WENGER CORPORATION | |
| N/A | false |
| WHITMARSH BUILDERS | |
| N/A | false |
| WILDCAT BUILDINGS INC | |
| N/A | false |
| WOBIG CONSTRUCTION COMPANY | |
| N/A | false |
| WOJ INSTALLATION INC | |
| N/A | false |
| WOODS CONSTRUCTION INC | |
| N/A | false |
| Z CONTRACTORS | |
| N/A | false |
| ZENITH TECH INC | |
| N/A | false |
| ZIOLKOWSKI CONATRUCTION | |
| N/A | false |
| MERIDIAN INDUSTRIAL & WLDNG SR | |
| N/A | false |
| MEYER CR & SONS COMPANY | |
| N/A | false |
| MICHELS CONSTRUCTION INC | |
| N/A | false |
| PERFORMANCE CONTRACTING INC | |
| N/A | false |
| PIQUA STEEL COMPANY | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |