STRATEGY STUDIO / PUBLIC DATA EXPLORER

USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUST: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUST (EIN 26-2574085)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-19
IRS object ID
202111119349200536
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-04-19T13:37:11-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13811 SOUTHLAND AVEAddressLine1Txt
CityKOKOMOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46902ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262574085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUSWSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 BERRYMAN PIKEAddressLine1Txt
CityTIPTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK LEE TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7658605640PhoneNum
Signature2021-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARKPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFERN E LALONDEPreparerPersonNm
PTINP00061026PTIN
Phone7654537272PhoneNum
Preparation2021-04-19PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$5,731GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$5,731InvestmentIncomeAmt
Total Revenue$5,731TotalRevenueAmt
Benefits Paid To Or For Members$7,600BenefitsPaidToOrForMembersAmt
Other Expenses Total$500OtherExpensesTotalAmt
Total Expenses$8,100TotalExpensesAmt
Excess Or Deficit For Year-$2,369ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$210,212NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$207,843NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$210,212BOYAmt
EOY$207,843EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$210,212BOYAmt
EOY$207,843EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$210,212BOYAmt
EOY$207,843EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE POSTRETIREMENT HEALTH AND WELPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO PROVIDE POSTRETIREMENT HEALTH AND WELFARE BENEFITS FOR ELIGIBLE RETIRED EMPLYEES OF STEEL PRTS ND SPC WHO ARE OR WERE REPRESENTED BY THE UNITED STEEL WORKERS UNION.DescriptionProgramSrvcAccomTxt
Program Service Expenses$7,600ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$7,600TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK LEE
TRUSTEE10.00$0$0$0
MIKE SMITH
TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK LEE TRUSTEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15207 COUNCIL RING BLVEDAddressLine1Txt
CityKOKOMOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46902ZIPCd
FieldValueIRS element (for citing)
Phone7658605640PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Filed Schedule AfalseFiledScheduleAInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceDescription of other expenses Part I line 16FormAndLineReferenceDesc
ExplanationDESCRIPTION AMOUNTTAX PREPARATION 500ExplanationTxt