MO-KAN IRON WORKERS WELFARE FUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MO-KAN IRON WORKERS WELFARE FUND (EIN 43-6051454)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-12-15
- IRS object ID
- 202103499349301320
- Schema version
- 2020v4.1
- 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 | 2021-12-15T13:05:29-06:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436051454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MO-KAN IRON WORKERS WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MO-K | BusinessNameControlTxt |
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 909500 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641909500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E COLEMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167562164 | PhoneNum |
| Signature | 2021-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | COLEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE B KIMBROUGH | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 8164721122 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAVID E COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 10TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,715,809 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | 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 | $15,425,009 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,961,458 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,235,939 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,225,677 | CYInvestmentIncomeAmt |
| PY Other Revenue | $721,316 | PYOtherRevenueAmt |
| CY Other Revenue | $881,241 | CYOtherRevenueAmt |
| PY Total Revenue | $18,382,264 | PYTotalRevenueAmt |
| CY Total Revenue | $17,068,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $14,766,869 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,311,115 | 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 | $990,830 | PYOtherExpensesAmt |
| CY Other Expenses | $917,513 | CYOtherExpensesAmt |
| PY Total Expenses | $15,757,699 | PYTotalExpensesAmt |
| CY Total Expenses | $15,228,628 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,624,565 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,839,748 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,764,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,578,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $197,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $427,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,567,325 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,150,368 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. | Desc |
| 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 | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | 601 | 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 |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 0 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 909500 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641909500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID E COLEMAN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL ROACH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD E GREENWELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN KURITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT HERZBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY EZZELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAB WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS DOHERTY | ||||||
| TRUSTEE | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | |||||
| PO BOX 644546 | PITTSBURGH | PA | 15264 | PREFERRED PROVIDER ADMINISTRATION | $298,104 |
| WILSON-MCSHANE CORPORATION | |||||
| 12200 N AMBASSADOR DRIVE | KANSAS CITY | MO | 64163 | THIRD-PARTY ADMINISTRATORS | $290,200 |
| ARNOLD NEWBOLD SOLLARS & HOLLINS PC | |||||
| 1125 GRAND BLVD | KANSAS CITY | MO | 64106 | LEGAL SERVICES | $114,452 |
| 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 | 900099 | $13,927,520 | $13,927,520 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,033,938 | $1,033,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,961,458 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $757,356 | TotalRevenueColumnAmt |
| Exclusion | $757,356 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,115,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,647,433 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $468,321 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,321 | TotalRevenueColumnAmt |
| Exclusion | $468,321 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATE INCOME | 900099 | $872,391 | $872,391 |
| OTHER | 900099 | $8,850 | $8,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $881,241 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,068,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,842,699 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,225,677 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,311,115 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,589 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,202 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,078 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,789 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK FEES | $29,014 |
| POSTAGE AND PRINTING | $5,275 |
| STORAGE | $2,365 |
| FIDELITY BOND EXPENSE | $1,201 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,228,628 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,439 | BOYAmt |
| EOY | $808,710 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,542 | BOYAmt |
| EOY | $3,196,727 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,651 | BOYAmt |
| EOY | $1,352,049 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,831 | BOYAmt |
| EOY | $9,652 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,970,420 | BOYAmt |
| EOY | $28,827,385 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,768 | BOYAmt |
| EOY | $383,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,764,651 | BOYAmt |
| EOY | $34,578,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,959 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $138,071 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,367 | BOYAmt |
| EOY | $289,720 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,326 | BOYAmt |
| EOY | $427,791 | 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 | $30,567,325 | BOYAmt |
| EOY | $34,150,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,567,325 | BOYAmt |
| EOY | $34,150,368 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,764,651 | BOYAmt |
| EOY | $34,578,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,839,748 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,743,295 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER FOR SECURITIES PURCHASED | Desc |
| Amt | $289,720 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $289,720 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $18,811,671 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,743,295 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,743,295 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,068,376 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,068,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,228,628 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,228,628 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,228,628 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCATED TO THE VARIOUS PLANS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $7,252 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $2,103 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $297 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $9,652 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WILSON-MCSHANE CORPORATION, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, APPROVED BY THE CHAIRMAN AND THE SECRETARY, AND THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII COMPENSATION OF TRUSTEES | MO-KAN IRON WORKERS WELFARE FUND DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 EIN: 44-0297255 DAVID E. COLEMAN DANIEL ROACH KEVIN KURITZ |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MO-KAN IRON WORKERS APPRENTICESHIP PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130597 | EMPLOYEE BENEFITS | MO | 501(C)(9) | 0 |
| MO-KAN IRON WORKERS PENSION PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 501(A) | 0 |
| MO-KAN IRON WORKERS ANNUITY PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 501(A) | 0 |
| BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 | ||||||||
| 1000 E 10TH ST | KANSAS CITY | MO | 64106 | 440297255 | EMPLOYER CONTRIBUTOR | MO | 501(C)(5) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (14 entries)
| A&H STEEL LLC |
| ARC UNION SERVICES LLC |
| BLUE STAR ERECTORS LLC |
| HARRIS DAVIS REBAR LLC |
| HORTON STEEL LLC |
| JD BISHOP CONSTRUCTION LLC |
| MAR-JIM CONTRACTINGLLC |
| MIDWEST REBAR LLC |
| MIDWEST REBAR SERVICES LLC |
| PHYSICAL SECURITY LLC |
| SCM CONSTRUCTION LLC |
| STRUCTURFLEX LLC |
| SUPERIOR RAIL SYSTEMS LLC |
| WEST WIND REINFORCING LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (103 entries)
| ACME FENCE COMPANY |
| AERO BRIDGEWORKS |
| A-J TECHNOLOGIES INC |
| ALBERICI CONSTRUCTORS INC |
| ALLIANCE GLAZING TECHNOLOGIES |
| AMERICAN BRIDGE COMPANY |
| AMERICAN INDUSTRIAL DOOR INC |
| APCOM POWER INC |
| ARCHITECTURAL WALL SYSTEMS |
| AUTOMATIC SYSTEMS INC |
| AZCO INC |
| BARNHART CRANE & RIGGING |
| BELGER CARTAGE SERV INC |
| BEN HUR CONSTRUCTION CO |
| BERKEL AND CO |
| BLUE PEAKS INDUSTRIAL |
| BOWEN ENGINEERING |
| BUILDERS STEEL CO |
| BUILDING ERECTION (RAYTOWN) |
| BURNS BOYS CO INC |
| CLARKSON CONSTRUCTION |
| COLLINS AND HERMANN INC |
| COMMERCIAL CONTRACTING |
| CONCORP INC |
| CORNERSTONE DETENTION PRODUCTS |
| COST OF WISCONSIN INC |
| DANNY'S CONSTRUCTION CO |
| DAVIS ERECTION |
| DAY & ZIMMERMANN NPS INC |
| DES MOINES IW PEN-H&W-ANNUITY |
| DIANE DEVORE DBA DESIGN FABRIC |
| DOHERTY STEEL INC |
| E L CRAWFORD CONST INC |
| ENCLOS CORP |
| ENERFAB POWER & INDUSTRIAL |
| EPIC CONCRETE CONSTRUCTION |
| EWELL CONSTRUCTION INC |
| FULSOM BROTHERS INC |
| GAMMA INSTALLATIONS |
| GENESYS GROUP LTD |
| GEORGE SHAW CONSTRUCTION |
| GLASS DESIGN INC |
| GRIFFITH STEEL ERECTION INC |
| HAGGARD HAULING & RIGGI |
| HARTLINE CONSTRUCTION |
| HEINEN CUSTOM OPERATIONS INC |
| HELMKAMP CONSTRUCTION |
| INDUSTRIAL STEEL ERECTORS |
| INTERNATIONAL INDUSTRIA |
| IRONWORKERS LOCAL #10 |
| IRVINBILT CONSTRUCTORS |
| J E DUNN CONST CO |
| JAMES H DREW CORP |
| JAYHAWK MILLWRIGHT & |
| JONES-BLYTHE CONSTRUCTION CO |
| K&N STEEL |
| KCI INC |
| KIEWIT POWER CONSTRUCTORS |
| KISSICK CONSTRUCTION CO |
| KONECRANES INC |
| L G BARCUS AND SONS |
| LANE IRON WORKS |
| LAWSON STEEL ERECTION |
| LEAVCON II INC |
| LEE MACHINERY MOVERS INC |
| LIBERTY ERECTION INC |
| LICO STEEL INC |
| LIFT INC |
| LILJA CORP |
| M BARQ REINFORCING INC |
| MA MORTENSON CO |
| MAXIM CRANE WORKS |
| MC INDUSTRIAL INC |
| MICHELS CORPORATON |
| MIDLAND STEEL ERECTION |
| MIDWEST CRANE & RIGGING |
| MIDWEST STEEL INC |
| MO-KAN IRON WORKERS APPR |
| MUSSELMAN & HALL CONTRACTORS |
| NATIONAL STEEL CITY |
| NATIONAL STEEL CONSTRUCTION |
| NORTHWEST STEEL ERECTION |
| PAULY JAIL BLDG CO INC |
| PHILLIPS HARDY |
| PRECISION SURVEILLANCE CORP |
| PSR CONSTRUCTION INC |
| PULLMAN POWER PRODUCTS |
| RADMACHER BROS EXC CO |
| RAND CONSTRUCTION CO |
| REALM CONSTRUCTION INC |
| RED CEDAR STEEL ERECTORS |
| RIVER CITY REBAR |
| SARENS USA INC |
| SCHUFF STEEL COMPANY |
| SKYLINE STRUCTURAL STEEL |
| STRONG TOWER BUILDING DBA KOCH |
| SUPERIOR STEEL |
| THE BOLDT COMPANY |
| THREE FEATHERS CONSTRUCTION |
| UNITED REBAR INC |
| WEST PRO CONSTRUCTION SOLUTION |
| WHITE CONSTRUCTION CO INC |
| WOLF CONSTRUCTION INC |
| 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 |