BAC OF MICHIGAN HEALTH AND WELFARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BAC OF MICHIGAN HEALTH AND WELFARE FUND (EIN 38-2073681)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-13
- IRS object ID
- 202100729349300415
- Schema version
- 2019v5.0
- 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 | 2021-03-13T10:53:07-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | 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 STE 100 | 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 | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382073681 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DETROIT & VICINITY TROWEL TRADES | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DETR | BusinessNameControlTxt |
| Phone | 2488220100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE SUITE 220 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KUKAWKA | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2488286000 | PhoneNum |
| Signature | 2021-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STULZ | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2021-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES KUKAWKA | PrincipalOfficerNm |
| Gross Receipts | $14,297,947 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DVTT.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE FUND IS CREATED, ESTABLISHED, AND MAINTAINED FOR THE PURPOSE OF PROVIDING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AND/OR BENEFICIATIES WITH MEDICAL, SURGICAL, AND HOSPITAL CARE; BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, DEATH, OR UNEMPLOYMENT; AND DENTAL, OPTICAL, AND PRESCRIPTION DRUG CARE; AND FOR THE PURPOSE OF DEFRAYING REASONABLE COSTS OF ADMINISTRATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,160,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,718,198 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,339 | PYInvestmentIncomeAmt |
| CY Investment Income | $123,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211,697 | PYOtherRevenueAmt |
| CY Other Revenue | $192,783 | CYOtherRevenueAmt |
| PY Total Revenue | $12,588,139 | PYTotalRevenueAmt |
| CY Total Revenue | $13,034,524 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $12,956,065 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,497,018 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $421,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $461,676 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $758,925 | PYOtherExpensesAmt |
| CY Other Expenses | $996,285 | CYOtherExpensesAmt |
| PY Total Expenses | $14,136,518 | PYTotalExpensesAmt |
| CY Total Expenses | $11,954,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,548,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,079,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,043,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,070,033 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,876,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,977,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,167,412 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,092,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FUND IS CREATED, ESTABLISHED, AND MAINTAINED FOR THE PURPOSE OF PROVIDING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AND/OR BENEFICIATIES WITH MEDICAL, SURGICAL, AND HOSPITAL CARE; BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, DEATH, OR UNEMPLOYMENT; AND DENTAL, OPTICAL, AND PRESCRIPTION DRUG CARE; AND FOR THE PURPOSE OF DEFRAYING REASONABLE COSTS OF ADMINISTRATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE FUND PROVIDES FOR HEALTH, MEDICAL, DENTAL, AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| 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 | Yes (true) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENESYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2488139800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 TOWER DRIVE SUITE 350 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 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 |
|---|---|---|---|---|---|---|
| CHARLES KUKAWKA | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $122,526 | $47,533 |
| PAUL DUNFORD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $106,186 | $42,255 |
| BRETT GIERAK | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $88,908 | $38,734 |
| RAUL ZAMARRON | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $88,908 | $38,734 |
| AARON PISTOR | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $88,782 | $38,734 |
| TOM BINKOWSKI | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| MARINO CENSONI | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| ROBERT MICHIELUTTI JR | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JAMES OLEKSINSKI | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| CHARLES WILSON | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $495,310 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $205,990 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | |||||
| 600 LAFAYETTE EAST | DETROIT | MI | 48226 | BENEFIT ADMIN | $406,811 |
| BENESYS INC | |||||
| 700 TOWER DRIVE STE 300 | TROY | MI | 48098 | TPA | $336,316 |
| 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 | 230000 | $11,724,069 | $11,724,069 |
| PARTICIPANT SELF-PAYMENTS | 230000 | $994,129 | $994,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,718,198 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,625 | TotalRevenueColumnAmt |
| Exclusion | $77,625 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,309,341 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,263,423 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,918 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,918 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $192,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $192,783 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $192,783 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,034,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,956,899 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $77,625 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,497,018 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,579 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,119 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,978 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,984 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,987 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,915 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,702 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,893 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,456 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,791 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,743 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,412 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,007 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES AND SUBSCRIPTIONS | $1,922 |
| HIPAA COSTS | $970 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,954,979 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,384 | BOYAmt |
| EOY | $1,768,859 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,523 | BOYAmt |
| EOY | $32,078 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,796 | BOYAmt |
| EOY | $1,838,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,481 | BOYAmt |
| EOY | $500,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826 | BOYAmt |
| EOY | $1,323 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,148,458 | BOYAmt |
| EOY | $1,928,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,043,468 | BOYAmt |
| EOY | $6,070,033 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,056 | BOYAmt |
| EOY | $611,602 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,456,000 | BOYAmt |
| EOY | $3,366,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,876,056 | BOYAmt |
| EOY | $3,977,602 | 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 | $1,167,412 | BOYAmt |
| EOY | $2,092,431 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,412 | BOYAmt |
| EOY | $2,092,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,043,468 | BOYAmt |
| EOY | $6,070,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,079,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$154,526 | NetUnrlzdGainsLossesInvstAmt |
| 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $56,758 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $55,435 | DepreciationAmt |
| Book Value | $1,323 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,323 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $2,493,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $873,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,366,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,867,296 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$154,526 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$154,526 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,021,822 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,702 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,702 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,034,524 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,942,277 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,942,277 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,702 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,702 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,954,979 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KUKAWKA | PersonNm |
| Title | CHAIRMAN | TitleTxt |
| Compensation Based On Rltd Orgs | $122,526 | CompensationBasedOnRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $47,533 | DeferredCompRltdOrgsAmt |
| Total Compensation Rltd Orgs | $170,059 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FUND IS CREATED, ESTABLISHED, AND MAINTAINED FOR THE PURPOSE OF PROVIDING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS AND/OR BENEFICIATIES WITH MEDICAL, SURGICAL, AND HOSPITAL CARE; BENEFITS IN THE EVENT OF SICKNESS, ACCIDENT, DISABILITY, DEATH, OR UNEMPLOYMENT; AND DENTAL, OPTICAL, AND PRESCRIPTION DRUG CARE; AND FOR THE PURPOSE OF DEFRAYING REASONABLE COSTS OF ADMINISTRATION. |
| FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUNDS IS A 'BUSINESS RELATIONSHIP'. THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUNDS, AS A TAFT-HARTLEY 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. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE FUND IS A TAFT-HARTLEY FUND AND IS ADMINISTERED BY THE BOARD OF 10 TRUSTEES. THE EMPLOYER ASSOCIATIONS AND THE LOCAL UNIONS, WHO ARE THE SETTLORS OF THE FUND, APPOINT FIVE TRUSTEES EACH. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT A MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO APPROVAL BY AND REVIEW OF THE FUND'S LEGAL COUNSEL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART 1 ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. THE FUND DOES NOT HAVE A CONFLICTS OF INTEREST POLICY. |
| FORM 990, PART VII | LINE 1A - THE TRUSTEES OF THE FUND SERVE WITHOUT COMPENSATION FROM THE FUND FOR THEIR SERVICES. HOWEVER, SOME OF THE TRUSTEES WERE COMPENSATED AS EMPLOYEES OF CONTRIBUTING EMPLOYERS TO THE FUND, WHICH ARE CONSIDERED RELATED ORGANIZAITONS TO THE FUND FOR PURPOSE OF FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|
| BRICKLAYERS PENSION FUND-METRO AREA | |||||||||
| 700 TOWER DRIVE STE 300 | TROY | MI | 480982808 | 516030972 | PENSION | MI | 401A | N/A | false |
| BRICKLAYERS HOLIDAY FUND-METRO AREA | |||||||||
| 700 TOWER DRIVE STE 300 | TROY | MI | 480982808 | 382105545 | VAC & HOL | MI | 501C9 | N/A | false |
| DETROIT METRO MASONRY JAT FUND | |||||||||
| 21031 RYAN | WARREN | MI | 48091 | 386149270 | APPRENTICE | MI | 501C5 | N/A | false |
| CEMENT MASONS PENSION FUND-D&V | |||||||||
| 30700 TELEGRAPH STE 2400 | BINGHAM FARMS | MI | 48025 | 386242187 | PENSION | MI | 401A | N/A | false |
| CEMENT MASONS V&H FUND-D&V | |||||||||
| 30700 TELEGRAPH STE 2400 | BINGHAM FARMS | MI | 48025 | 382106635 | VAC & HOL | MI | 501C9 | N/A | false |
| BRICKLAYERS LOCAL 2 OF MI | |||||||||
| 21031 RYAN ROAD | WARREN | MI | 48091 | 383174661 | LOCAL | MI | 501C5 | N/A | false |
| MICHIGAN BAC HEALTH CARE FUND | |||||||||
| 6525 CENTRUION DRIVE | LANSING | MI | 48917 | 386098425 | HEALTH | MI | 501C9 | N/A | false |
| MICHIGAN BAC PENSION FUND | |||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 382895943 | PENSION | MI | 401A | N/A | false |
| INTERNATIOANL MASONRY INSTITUTE | |||||||||
| 17101 SCIENCE DRIVE | BOWIE | MD | 20715 | 520907999 | APPRENTICE | DC | 501C6 | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (113 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 2D CONSTRUCTION | |
| N/A | false |
| A1 AFFORDABLE MASONRY | |
| N/A | false |
| AKINS CONSTRUCTION | |
| N/A | false |
| ALBANELLI CEMENT CONTRACTORS | |
| N/A | false |
| ALLSTATES REFRACTORY | |
| N/A | false |
| ARTISAN TILE INC | |
| N/A | false |
| ASSEMBLERS INC | |
| N/A | false |
| ASSEMBLERS PRECAST & STEEL SVC | |
| N/A | false |
| BAKER CONSTRUCTION CO INC | |
| N/A | false |
| BARTON MALOW CO | |
| N/A | false |
| BESTEVER CONSTR CO | |
| N/A | false |
| BNE SERVICES LLC | |
| N/A | false |
| BOOMS STONE CO | |
| N/A | false |
| BOSTON TILE & TERRAZZO CO | |
| N/A | false |
| BRAZEN AND GREER MASONRY INC | |
| N/A | false |
| CARLO TILE & MARBLE | |
| N/A | false |
| CERCO INC | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| COMMERCIAL CONTRACTING GROUP | |
| N/A | false |
| CONSTRUCTION RESOURCE SERVICES | |
| N/A | false |
| CONTEK INC | |
| N/A | false |
| COON CAULKING & RESTORATION | |
| N/A | false |
| C-STONE INSTALLATIONS | |
| N/A | false |
| CULVER DEVELOPMENT LLC | |
| N/A | false |
| DC BYERS CO | |
| N/A | false |
| D'ALOISIO MASONRY & CONSTRUCTION | |
| N/A | false |
| DAVENPORT MASONRY | |
| N/A | false |
| DEMARIA BUILDING CO | |
| N/A | false |
| DESANTIS CONST | |
| N/A | false |
| DEVON INDUSTRIAL GROUP | |
| N/A | false |
| DFC INC | |
| N/A | false |
| DICLAUDIO MASONRY | |
| N/A | false |
| DIXON INC | |
| N/A | false |
| DRV JOINT SEALANT | |
| N/A | false |
| EDWARDS GLASS COMPANY | |
| N/A | false |
| ELDORADO TILE & MARBLE | |
| N/A | false |
| EMPIRE TILE COMPANY | |
| N/A | false |
| F D BERARDINO TILE INC | |
| N/A | false |
| FABCON INC | |
| N/A | false |
| FABRIS PEARCE TILE | |
| N/A | false |
| FASTDECKS INC | |
| N/A | false |
| FRANCO'S MASONRY | |
| N/A | false |
| FUTURE BUILDING & RECONSTRUCTION | |
| N/A | false |
| GEMELLI CONCRETE LLC | |
| N/A | false |
| GERNAL ACID PROFFICING INC | |
| N/A | false |
| GEORGE MCINTOSH INC | |
| N/A | false |
| GILARDONE COMPANY LLC | |
| N/A | false |
| GLASS ROCK PRODUCTION | |
| N/A | false |
| GLEN'S TILE & CARPET | |
| N/A | false |
| GRUNWELL CASHERO | |
| N/A | false |
| HAMILTON CONTRACTING LLC | |
| N/A | false |
| HARD ROCK INVESTMENTS LLC | |
| N/A | false |
| HICKS MASONRY | |
| N/A | false |
| IDEAL CONTRACTING | |
| N/A | false |
| INDUSTRIAL SERVICES INC | |
| N/A | false |
| INTL CHIMNEY CORPORATION | |
| N/A | false |
| JT THORPE | |
| N/A | false |
| KING MASONRY | |
| N/A | false |
| L MARSON TILE & MARBLE CO | |
| N/A | false |
| LEIDAL & HART | |
| N/A | false |
| LEO CONCRETE INC | |
| N/A | false |
| LONESTAR SIERRA LLC | |
| N/A | false |
| MADISON HEIGHTS GLASS CO | |
| N/A | false |
| MATRIX NORTH AMERICAN CONSTRUCTION | |
| N/A | false |
| MEDINA GLASS BLOCK | |
| N/A | false |
| MICHIELUTTI BROS INC | |
| N/A | false |
| MICHIGAN TILE & MARBLE CO | |
| N/A | false |
| MID-AMERICAN GUNITE | |
| N/A | false |
| MIDWEST IND SER | |
| N/A | false |
| MUSANTE TILE INC | |
| N/A | false |
| NATIONAL TILE CO | |
| N/A | false |
| NAVETTA MASON | |
| N/A | false |
| NEDROW REFRACT | |
| N/A | false |
| OHIO BLDG REST | |
| N/A | false |
| OMI REFRACTORIES | |
| N/A | false |
| P C I CONSTRUCTION | |
| N/A | false |
| PADULA CEMENT CO INC | |
| N/A | false |
| PERSICONI CONST | |
| N/A | false |
| PLATINUM SPECIALTY SERVICES | |
| N/A | false |
| POLEY MASONRY | |
| N/A | false |
| POMPONIO | |
| N/A | false |
| PREMIER CAULKING | |
| N/A | false |
| PULLMAN SST | |
| N/A | false |
| R C NOWAK & C0 | |
| N/A | false |
| RAM CONSTRUCTION | |
| N/A | false |
| REFTECH INTERNATIONAL | |
| N/A | false |
| RESCO PRODUCTS | |
| N/A | false |
| RONCELLI INC | |
| N/A | false |
| ROSATI MASON CONTR | |
| N/A | false |
| RUDOLPH LIBBE | |
| N/A | false |
| S A STORER & SONS | |
| N/A | false |
| SBM MASONRY | |
| N/A | false |
| SCHAD BOILER SETTING | |
| N/A | false |
| SCHIFFER MASONRY | |
| N/A | false |
| SCHROEDER MASONRY | |
| N/A | false |
| SCHWEIHOFER JIM CONSTRUCTION CO | |
| N/A | false |
| SERES CASTLE | |
| N/A | false |
| SHAMBROCK FLOOR COVERING SERVICES | |
| N/A | false |
| SHOCK BORS FLOOR COVER | |
| N/A | false |
| SHORES TILE CO INC | |
| N/A | false |
| SIMONE CONTRACTING CORP | |
| N/A | false |
| SONGER STEELSSSI INC | |
| N/A | false |
| SOUTHEASTERN TILE LLC | |
| N/A | false |
| SPARTAN CONSTRUCTION | |
| N/A | false |
| SPENCE BORTHERS | |
| N/A | false |
| STEWART SERVICES | |
| N/A | false |
| TALON INDUSTRIES | |
| N/A | false |
| TEERA CONSTRUCTION | |
| N/A | false |
| TERRA BELLA TERRAZZO & MOSAIC INC | |
| N/A | false |
| TRIPLE T CONSTRUCTION INC | |
| N/A | false |
| TRISCO SYSTEMS | |
| N/A | false |
| WESTERN SPECIALTY CONTRACTORS | |
| N/A | false |
| WOLVERINE STONE CO | |
| 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |