THE BAC LOCAL UNION 15 WELFARE FUND: Form 990, tax year 2023
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- Organization
- THE BAC LOCAL UNION 15 WELFARE FUND (EIN 23-7386028)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-06
- IRS object ID
- 202510379349300201
- 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 | 2025-02-06T06:08:17-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237386028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAC LOCAL UNION 15 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACL | BusinessNameControlTxt |
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUSTIN HIMES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167772668 | PhoneNum |
| Signature | 2025-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ETHAN A KENT CPA | PreparerPersonNm |
| PTIN | P01051867 | PTIN |
| Phone | 8164721122 | PhoneNum |
| Preparation | 2025-01-30 | 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) |
|---|---|---|
| Principal Officer | DUSTIN HIMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,145,863 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | 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 | $9,568,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,538,432 | CYProgramServiceRevenueAmt |
| PY Investment Income | $491,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $810,695 | CYInvestmentIncomeAmt |
| PY Other Revenue | $167,093 | PYOtherRevenueAmt |
| CY Other Revenue | $255,183 | CYOtherRevenueAmt |
| PY Total Revenue | $10,226,950 | PYTotalRevenueAmt |
| CY Total Revenue | $10,604,310 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,244,752 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $8,674,050 | 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 | $1,313,476 | PYOtherExpensesAmt |
| CY Other Expenses | $1,367,965 | CYOtherExpensesAmt |
| PY Total Expenses | $10,558,228 | PYTotalExpensesAmt |
| CY Total Expenses | $10,042,015 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$331,278 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $562,295 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,760,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,617,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $135,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,625,227 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,409,953 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH BENEFITS TO QUALIFIED 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 326 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | WILSON MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167772668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY BLVD 805 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | 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 (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DUSTIN HIMES | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY DAVEY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON HUNT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MORROW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL LIPP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW TREUNER | ||||||
| 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LABORFIRST | |||||
| 1000 MIDATLANTIC DRIVE | MOUNT LAUREL | NJ | 08054 | ADMINISTRATIVE SERVICES | $523,243 |
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 219454 | KANSAS CITY | MO | 64121 | ADMINISTRATIVE SERVICES | $306,835 |
| WILSON MCSHANE CORPORATION | |||||
| 3100 BROADWAY BLVD 805 | KANSAS CITY | MO | 64111 | ADMINISTRATIVE SERVICES | $205,582 |
| UNITED ACTUARIAL SERVICES | |||||
| 11590 N MERIDIAN STREET 610 | CARMEL | IN | 46032 | ACTUARIAL SERVICES | $112,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTOR CONTRIBUTIONS | 900099 | $8,331,181 | $8,331,181 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $1,207,251 | $1,207,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,538,432 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $612,917 | TotalRevenueColumnAmt |
| Exclusion | $612,917 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,739,331 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,541,553 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $197,778 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,778 | TotalRevenueColumnAmt |
| Exclusion | $197,778 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATES | 900099 | $172,917 | $172,917 |
| DEATH BENEFIT TAXES | 900099 | $65,373 | $65,373 |
| SUBROGATION RECOVERIES | 900099 | $15,342 | $15,342 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,551 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $255,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,604,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,793,615 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $810,695 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,674,050 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,114 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,491 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,683 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,859 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,005 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,192 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,274 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,529 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HEALTH CARE REFORM | $4,721 |
| BANK FEES | $97 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,042,015 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,272 | BOYAmt |
| EOY | $969,079 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,474 | BOYAmt |
| EOY | $804,416 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,148 | BOYAmt |
| EOY | $11,896 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,897 | BOYAmt |
| EOY | $49,204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,106,002 | BOYAmt |
| EOY | $22,257,148 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,994 | BOYAmt |
| EOY | $526,137 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,760,787 | BOYAmt |
| EOY | $24,617,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,372 | BOYAmt |
| EOY | $156,739 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,188 | BOYAmt |
| EOY | $51,188 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,560 | BOYAmt |
| EOY | $207,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,625,227 | BOYAmt |
| EOY | $24,409,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,625,227 | BOYAmt |
| EOY | $24,409,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,760,787 | BOYAmt |
| EOY | $24,617,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $562,295 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,222,431 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYER EXCESS CONTRIBUTIONS | $48,271 |
| UNCLAIMED BENEFITS | $2,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,188 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,826,741 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,222,431 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,222,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,604,310 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,604,310 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,042,015 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,042,015 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,042,015 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | 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) | $1,698 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $342 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | ||||||
| EMPLOYER CONTRIBUTOR | EMPLOYER CONTRIBUTION UNPAID AT YEAR END | Yes (X) | $9,856 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $11,896 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DAY-TO-DAY MANAGEMENT AND FINANCIAL OPERATIONS ARE PERFORMED BY A MANAGEMENT COMPANY, WILSON MCSHANE CORPORATION. THE MANAGEMENT COMPANY ACTS UNDER THE DIRECTION OF THE BOARD AND PROVIDES PERIODIC FINANCIAL REPORTING TO THE BOARD FOR THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | RETURN WAS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. DRAFT REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE, AND THE RETURN IS REVIEWED AND APPROVED AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII COMPENSATION OF TRUSTEES | BAC LOCAL UNION 15 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: BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 15 EIN: 43-1855922 STEVE MORROW DUSTIN HIMES |
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 |
|---|---|---|---|---|---|---|---|---|
| BAC LOCAL UNION 15 APPRENTICESHIP AND TRAINING FUND | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 431675429 | EMPLOYER CONTRIBUTOR | KS | 501(C)(9) | 0 |
| BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 15 | ||||||||
| 632 W 39TH STREET | KANSAS CITY | MO | 64111 | 431855922 | EMPLOYER CONTRIBUTOR | MO | 501(C)(5) | 0 |
| BAC LOCAL UNION 15 PENSION PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 501 (A) | 0 |
| BAC LOCAL UNION 15 SUPPLEMENTAL PLAN | ||||||||
| 6405 METCALF SUITE 200 | OVERLAND PARK | KS | 66202 | 436102453 | EMPLOYEE BENEFITS | KS | 501 (A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (20 entries)
| 5GEN MASONRY LLC |
| AXIOM CONSTRUCTION GROUP LLC |
| BW INDUSTRIALLLC |
| C & M MASONRY LLC |
| CATON TILE LLC |
| CORE CONSTRUCTORS LLC (4-KC) |
| ENERFAB POWER INDUSTRIAL LLC |
| LARKIN CONTRACTING LLC |
| LONESTAR SIERRA LLC |
| LUSKER MASONRY LLC |
| M&M MASONRY LLC |
| MAK LEE MASONRY LLC |
| MID-AMERICAN TILE CONTRS LLC |
| OMI REFRACTORIESLLC |
| PATKE RESTORATION LLC |
| PRS KANSAS LLC |
| PULLMAN POWER LLC |
| RENZ RESTORATION LLC |
| SOLID STACK MASONRY LLC |
| THORNTON MASONRY LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (106 entries)
| AK LEE CONSTRUCTION |
| AAA MASONRY |
| ADC1 WELFARE FUND |
| ALLSTATES REFRACTORY CONTRACT |
| ARREDONDO MASONRY CONSTR (NR) |
| ARREDONDO MASONRY CONSTR (OM) |
| ATKINS WEATHERPROOFING |
| BAC INTERNATIONAL |
| BAC LOCAL #1 OF WASHINGTON |
| BAC LOCAL #3 OF OHIO |
| BAC LOCAL 1 OF CONNECTICUT |
| BAC LOCAL 15 |
| BAC LOCAL 15 APPRTRNG |
| BAC LOCAL 23 NORTH SHORE CHAP |
| BAC OF MICHIGAN H & W |
| BERENS & SONS |
| BOB'S S W CONSTRUCTION SERVICE |
| BRICKLAYERS LOCAL #1 OF PADE |
| BRICKLAYERS LOCAL 6 INDIANA |
| C & M RESTORATIONS INC |
| CARTHAGE STONEWORKS |
| CENTRAL ILLINOIS BRICKLAYERS |
| CHAMBERLIN CONTRACTING |
| CONST&TURNAROUND SVC(BACREMIT) |
| CORESLAB STRUCTURES INC (4-KC) |
| D AND D MASONRY |
| DG SKOUSE CO INC |
| DH RESTORATION INC |
| DESCO COATINGS INC |
| DOUBLE T ENTERPRISES |
| DUFFY BROTHERS CONST |
| EMPIRE REFRACTORY SERVICES OF |
| FABCON INC |
| FAIR CONTRACTING ALLIANCE |
| FERRIS KIMBALL CO |
| FLYNN MIDWEST LP |
| GAGNON INC |
| GILLESPIE & POWERS INC (10-SP) |
| GRAZZINI BROTHERS CO |
| GUY NIELSON CO |
| H&PARRIS BUILDERS INC |
| HARTMAN MASONRY |
| HEIMBROCK INC |
| HEITKAMP MASONRY INC |
| HENRY F TEICHMANN INC |
| HOLTMAN MASONRY |
| HOT TECH INCORPORATED |
| INTERNATIONAL MASONRY TRN |
| INTERNATIONAL WELFARE FUND |
| IOWA LABORERS H&W FUND |
| IOWA LABORERS WELFARE FUND |
| J T THORPE & SON INC (BACREMT) |
| J W MCGLADE MASONRY |
| JAMES G STAAT TUCKPOINT |
| JE DUNN CONSTRUCTION |
| JERRY BENNETT MASONRY |
| JOHN J SMITH MASONRY |
| JUSPATTON CONSTRUCTION INC |
| KANSAS BUILDING TRADES |
| KEHM CONTRACTORS INC |
| KNIGHT MATERIAL TECHNOLOGIES |
| L HERBERT CONSTRUCTION |
| LARKIN SEALANTS & WATERPROOFIN |
| LILJA CORP |
| LOCAL #1 OREGON |
| M & SONS MASONRY CONSTRUCTION |
| MD MAGARY CONSTRUCTION CO |
| MASONRY INDUSTRY TRUST ADMIN |
| MASONRY SECURITY PLAN OF |
| MCGILL RESTORATION INC |
| METRO TILE CONTRACTORS |
| MID-AMERICA CONCRETE SURFACING |
| MIDLAND MARBLE |
| MISSOURI TERAZZO CO INC RCP |
| NATIONAL ACID PROOFING |
| NATIONAL MACHINERY & CONVEYOR |
| NEVERMAN FLOOR ARTISANS |
| NEW JERSEY BAC-HEALTH FUND |
| NEXT GENERATION EXCAVATION |
| OHIO BRICKLAYERS |
| OMAHA CONSTRUCTION (PENSION) |
| ONEX CONSTRUCTION INC |
| PEACOCK MASONRY INC |
| PULLMAN SST INC |
| QUALITY RESTORATION & SEALANTS |
| R&K DANKENBRING MASONRY |
| REALM CONSTRUCTION INC |
| REFTECH INTERNATIONAL (4-KC) |
| ROBERT TREUNER MASONRY |
| S AND W WATERPROOFING |
| SCHAD REFRACTORY CONSTR |
| SDS BUILDERS INC |
| SEEDORFF MASONRY INC (7-OM) |
| STAAT INC |
| STAAT INC (NB) |
| SWANSON MASONRY INC |
| THE BOLDT CO |
| TIEDE ZOELLER TILE CORP |
| TRIO MASONRY INC |
| TRIO MASONRY INC (NB) |
| UNIVERSAL BLASTCO (7-OM) |
| UTAH LOCAL 1 WELFARE |
| WESTERN REFRACTORY |
| WESTERN SPECIALTY CONTRACTORS |
| WILLIAMS REFRACTORY INC |
| WISCONSIN MASONS WELFARE FUND |
| 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 |