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TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND (EIN 36-6069119)
Tax period
2019-03-01 to 2020-02-29
Filed
2021-01-15
IRS object ID
202120159349300427
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2021-01-15T09:23:54-06:00ReturnTs
Tax Period End2020-02-29TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362152389PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BANSLEY & KIENER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18745 W HIGGINS RDAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60631ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366069119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL 727 HEALTH AND WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone7736850340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 W HIGGINS ROAD NO 103AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60068ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY T YOUMANSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7736850340PhoneNum
Signature2021-01-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT HANNIGANPreparerPersonNm
PTINP00421015PTIN
Phone3122632700PhoneNum
Preparation2021-01-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY T YOUMANSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 W HIGGINS ROAD NO 103AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60068ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$162,879,550GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$85,076,141PYProgramServiceRevenueAmt
CY Program Service Revenue$82,016,457CYProgramServiceRevenueAmt
PY Investment Income$916,987PYInvestmentIncomeAmt
CY Investment Income$3,766,754CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$85,993,128PYTotalRevenueAmt
CY Total Revenue$85,783,211CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$58,048,350PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$60,467,881CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$920,076PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$924,315CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$770,557PYOtherExpensesAmt
CY Other Expenses$997,724CYOtherExpensesAmt
PY Total Expenses$59,738,983PYTotalExpensesAmt
CY Total Expenses$62,389,920CYTotalExpensesAmt
PY Revenues Less Expenses$26,254,145PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,393,291CYRevenuesLessExpensesAmt
Total Assets BOY$50,004,635TotalAssetsBOYAmt
Total Assets EOY$76,600,599TotalAssetsEOYAmt
Total Liabilities BOY$21,934,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,606,504TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,070,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,994,095NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1131IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM COLI FUND MANAGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7736850340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 W HIGGINS ROAD SUITE 103AddressLine1Txt
CityPARK RIDGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHAEL DEGARD
TRUSTEE2.5040.00Yes (X)$0$128,855$68,281
CARL TOMINBERG
TRUSTEE12.0016.00Yes (X)$0$55,094$0
GREG YOUMANS
TRUSTEE11.0019.00Yes (X)$0$37,410$0
ROBERT SHEEHY
TRUSTEE3.003.30Yes (X)$0$0$0
JOHN MCCARTHY
TRUSTEE3.003.30Yes (X)$0$0$0
JOHN T COLI JR
TRUSTEE2.5040.00Yes (X)$0$349,873$99,369
NICHOLAS MICALETTI
TRUSTEE2.5040.00Yes (X)$0$141,119$70,412
ZACHARY FRANKENBACH
TRUSTEE2.5040.00Yes (X)$0$130,661$68,281
WILLIAM COLI
FUND MANAGER31.0022.00$0$277,120$96,843Yes (X)
BENEDICT AFFETTO
CFR26.0019.00$0$137,161$70,519Yes (X)
ROBERT MACARTHUR
CFR28.0017.00$0$137,161$70,519Yes (X)
MELVIN PRYOR
CFR30.0015.00$0$137,161$70,519Yes (X)
SCOTT JOHNSON
CFR28.0017.00$0$137,161$70,519Yes (X)
ROBERT LAINO
ASST. FUND MANAGER11.0034.00$0$164,882$76,152Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,833,658TotReportableCompRltdOrgAmt
Total Other Compensation$761,414TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 E RANDOLPHCHICAGOIL60601CLAIMS ACCESS FEES$2,064,327
ELITE ADMINISTRATION AND INSURANCE GROUP
1300 W HIGGINS ROAD SUITE 208PARK RIDGEIL60068CLAIMS ADMINISTRATOR$867,859
WILLIG WILLIAMS AND DAVIDSON
1845 WALNUT STREET 24TH FLOORPHILADELPHIAPA19103LEGAL FEES$291,826
BANSLEY AND KIENER LLP
8745 W HIGGINS SUITE 200CHICAGOIL60631ACCOUNTING FEES$215,869
ILLINOIS ADVOCATES
77 W WASHINGTON STREET SUITE 2120CHICAGOIL60602LEGAL FEES$169,056
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$80,763,436$80,763,436
PAYROLL AUDIT COLLECTIONS900099$933,727$933,727
PARTICIPANT CONTRIBUTIONS900099$319,294$319,294
FieldValueIRS element (for citing)
Total Program Service Revenue$82,016,457TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,113,215TotalRevenueColumnAmt
Exclusion$3,113,215ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$77,749,878SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,096,339SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$653,539SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$653,539TotalRevenueColumnAmt
Related Or Exempt Func Income$653,539RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$85,783,211TotalRevenueColumnAmt
Related Or Exempt Func Income$82,669,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,113,215ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$60,467,881TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$99,742TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$482,609TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$170,869TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$130,854TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$40,241TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$455,135TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$228,317TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$54,814TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$73,707TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,435TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,891TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,989TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,868TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,724TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$38,684TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP FEESDesc
Total$2,160TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$62,389,920TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,478,886BOYAmt
EOY$2,659,610EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,700,821BOYAmt
EOY$2,196,623EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,148,120BOYAmt
EOY$8,838,312EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,547BOYAmt
EOY$22,758EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$139,233LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$107,010LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$42,947BOYAmt
EOY$32,223EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,403,929BOYAmt
EOY$51,773,494EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,988,493BOYAmt
EOY$9,392,044EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,219,892BOYAmt
EOY$1,685,535EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,004,635BOYAmt
EOY$76,600,599EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$165,106BOYAmt
EOY$365,477EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,769,388BOYAmt
EOY$24,241,027EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,934,494BOYAmt
EOY$24,606,504EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$28,070,141BOYAmt
EOY$51,994,095EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,070,141BOYAmt
EOY$51,994,095EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,004,635BOYAmt
EOY$76,600,599EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,393,291ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$530,663NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,881OtherCostOrOtherBasisAmt
Depreciation$10,458DepreciationAmt
Book Value$19,423BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$109,352OtherCostOrOtherBasisAmt
Depreciation$96,552DepreciationAmt
Book Value$12,800BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$32,223TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMERICA MID CAP INDEX FUND$579,092F
COMERICA SMALL CAP INDEX FUND$242,426F
COMERICA LARGE CAP INDEX FUND$8,570,526F
FieldValueIRS element (for citing)
Total Book Value Securities$9,392,044TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$50,380
CLAIMS INCURRED BUT NOT REPORTED$7,888,000
ACCUMULATED ELIGIBILITY$16,058,000
DEFERRED RENT$44,380
DUE TO BROKER$200,267
FieldValueIRS element (for citing)
Total Liability$24,241,027TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$86,259,060TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$530,663NetUnrealizedGainsInvstAmt
Revenue Not Reported$530,663RevenueNotReportedAmt
Revenue Subtotal$85,728,397RevenueSubtotalAmt
Investment Expenses Not Incld$54,814InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$54,814RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$85,783,211TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$59,951,106TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$59,951,106ExpensesSubtotalAmt
Investment Expenses Not Incld2$54,814InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,384,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,438,814ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$62,389,920TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES OF THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE TRUSTEES OF THE PLAN BELIEVE THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FEBRUARY 28, 2017.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN BENEFIT OBLIGATIONS 2,384,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL DEGARD
TRUSTEE$0$94,987$0$13,324$0$20,544$0$41,091$0$27,190$0$197,136$0$0
JOHN T COLI JR
TRUSTEE$0$292,213$0$37,116$0$20,544$0$71,228$0$28,141$0$449,242$0$0
NICHOLAS MICALETTI
TRUSTEE$0$106,949$0$13,626$0$20,544$0$43,183$0$27,229$0$211,531$0$0
ZACHARY FRANKENBACH
TRUSTEE$0$96,793$0$13,324$0$20,544$0$41,091$0$27,190$0$198,942$0$0
WILLIAM COLI
FUND MANAGER$0$267,598$0$0$0$9,522$0$15,428$0$81,415$0$373,963$0$0
BENEDICT AFFETTO
CFR$0$137,161$0$0$0$0$0$15,428$0$55,091$0$207,680$0$0
ROBERT MACARTHUR
CFR$0$137,161$0$0$0$0$0$15,428$0$55,091$0$207,680$0$0
MELVIN PRYOR
CFR$0$137,161$0$0$0$0$0$15,428$0$55,091$0$207,680$0$0
SCOTT JOHNSON
CFR$0$137,161$0$0$0$0$0$15,428$0$55,091$0$207,680$0$0
ROBERT LAINO
ASST. FUND MANAGER$0$164,882$0$0$0$0$0$15,428$0$60,724$0$241,034$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THERE IS A FAMILY RELATIONSHIP BETWEEN JOHN T. COLI JR., AND WILLIAM COLI.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO SUBCOMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF TRUSTEES GIVES AUTHORITY TO WILLIAM COLI, FUND MANAGER, TO REVIEW THE FORM 990 AND APPROVE THE FILING. THE BOARD OF TRUSTEES IS PRESENTED WITH THE FINAL FORM 990 AFTER FILING.
FORM 990, PART VI, SECTION B, LINE 15PART VII, SECTION A, COLUMN E AND F: THE BOARD OF TRUSTEES APPROVES THE SALARY AND ANY INCREASE ANNUALLY FOR THE FUND MANAGER. THE FUND MANAGER'S SALARY IS PAID BY THE RELATED TEAMSTERS LOCAL UNION NO. 727 PENSION FUND (PENSION FUND) AND IS SHARED WITH THE THE RELATED TEAMSTERS LOCAL UNION NO. 727 LEGAL AND EDUCATIONAL ASSISTANCE FUND (LEGAL AND EDUCATION FUND) AND TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND (REPORTING FUND). TOTAL COMPENSATION FOR THE FUND MANAGER IS ALLOCATED BETWEEN THESE RELATED BENEFIT FUNDS. TOTAL ALLOCATED COMPENSATION FOR THE FUND MANAGER TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5. THE PENSION FUND PAYS CARL TOMINBERG AND GREG YOUMANS FOR SERVICES PROVIDED TO THE RELATED FUNDS. THE COMPENSATION IS ALLOCATED AMONG THE REPORTING FUND, PENSION FUND AND LEGAL AND EDUCATION FUND. TOTAL ALLOCATED COMPENSATION TO THE REPORTING FUND IS INCLUDED IN PART IX, LINE 5.
FORM 990, PART VI, SECTION C, LINE 19THE BOARD OF TRUSTEES WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
TEAMSTERS LOCAL UNION NO 727 PENSION FUND
1300 W HIGGINS ROADPARK RIDGEIL60068366102397DEFINED BENEFIT PLANIL401(A)0
TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND
1300 W HIGGINS ROADPARK RIDGEIL60068363429967LEGAL AND EDUCATION ASSISTANCE FUNDIL501(C)(9)0
INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 727
1300 W HIGGINS ROADPARK RIDGEIL60068360759640LABOR UNIONIL501(C)(5)0
BOARD OF TRUSTEES TEAMSTERS LOCAL UNION NO 727 HEALTH AND WELFARE FUND
1300 W HIGGINS ROADPARK RIDGEIL60634366069119PLAN SPONSOR AND ADMINISTRATORIL501(C)(9)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (299 entries)

1100 LAKE SHORE DRIVE CONDO ASSOC
1110 LAKE SHORE ASSOCIATION
1150 CONDO ASSOCIATION (SUDLER)
1240 CONDOMINIUM ASSOCIATION
1300 LAKE SHORE DRIVE CONDO ASSOC
1300 W HIGGINS
1410 N STATE PARKWAY CONDO
1420 SHERIDAN ROAD CONDO CORPORATION
1500 LAKE SHORE DRIVE (SUDLER MGMT)
155 HARBOR POINT CONDO ASSOC
1550 CONDO ASSOCIATION - FIRST SERV
1555 ASTOR CONDO ASSOCIATION
1616 CONDO ASSOCIATION-CHICAGOLAND
1700 E 56TH ST CONDOMINIUM
180 ALMONDS LLC - WORK IN PROGRESS
200 EAST DELAWARE CONDOMINIUM ASSOC
209 E LAKE SHORE DRIVE CORP
2400 N LAKEVIEW CONDOMINIUM ASSOC
2500 LAKEVIEW CONDOMINIUM ASSOC
2909 N SHERIDAN RD CONDO ASSOC
2930 SHERIDAN TOWER CONDO ASSOC
30 EAST ELM
3150 LAKE SHORE CONDOMINIUMS
3180 CONDOMINIUM ASSOCIATION
33 E CEDAR CONDOMINIUMS
3470 N LAKE SHORE DRIVE
3800 LAKE SHORE DRIVE CONDOMINIUM
3900 LAKE SHORE DRIVE CONDO ASSOC
399 CORPORATION
5757 N SHERIDAN ROAD CONDO ASSOC
777 CONDOMINIUM ASSOCIATION
990 N LAKE SHORE DRIVE HOME OWNERS
A & R JANITORIAL (LINCOLN)
A & R JANITORIAL SERVICE - NORTHERN
A & R JANITORIAL SERVICE INC
A & R JANITORIAL SERVICES - 191
A & R JANITORIAL SERVICES (MC COR)
A & R JANITORIAL SERVICES (MIDWAY)
A & R JANITORIAL SERVICES (O'HARE)
AKA PARKING INC
ABM JANITORIAL SERVICES INC
ABM PARKING - COMM
ABM PARKING - VALET
ADAMS WINTERFIELD & SULLIVAN
ADDUCI-DUNCAN-ZIMNY
AERO REMOVAL
AHLGRIM AND SONS FUNERAL AND
AHLGRIM FMLY FUNERAL SERVICES LTD
AHLGRIM FUNERAL HOME
ALL IN ONE SUPPLY
ANDREW J MC GANN & SON
ANDREW M KOPNICKY
ANELLO FUNERAL & CREMATION SERVICES
ANTHONY DICANIO
ANTHONY J LUPO FUNERAL DIRECTOR
ANTONIO LETIZIA
ARLINGTON PARK RACECOURSE LLC
AUTO PARK LLC
BARR FUNERAL HOME
BELANGER SERVICES
BELMONT FUNERAL HOME
BEVERLY RIDGE FUNERAL HOME
BEYOND FUNERAL SERVICES INC
BORMANN FUNERAL HOME
BRADY-GILL FUNERAL HOME
BRUST FUNERAL HOME
CAPITAL PARKING - COMM
CAPITAL PARKING - VALET
CAPPETTA FUNERAL HOME INC
CARL SANDBURG VILLAGE CONDO ASSOC #1
CASEY LASKOWSKI FUNERAL HOME
CCS TRUCKING COMPANY
CHACAGO INC
CHESED V'EMET LLC
CHICAGO JEWISH FUNERALS
CHICAGO TRIBUNE DRIVERS
CHICAGO ZOOLOGICALBROOKFIELD ZOO
CHICAGOLAND REMOVALS
COLONIAL CHAPEL LTD
COLONIAL-WOJCIECHOWSKI FUNERAL HOME
COMMUNITY SPECIALISTS-555 CORNELIA
COONEY FUNERAL HOME
COUNTRYSIDE FUNERAL HOME
COURTESY VALET SERVICE INC - VALET
CPO HOSPITALITY LLC
CUMBERLAND CHAPELS INC
CVS PHARMACY
CZARNOWSKI DISPLAY SERVICE
DALCAMO FUNERAL HOME
DAMAR-KAMINSKI F H
DARIEN LIVERY
DAVID PALACZ FUNERAL SERVICE LTD
DAVID WINGE
DIRECT EMPLOYEE PAYMENT CO - COMM
DIRECT EMPLOYEE PAYMENT CO - VALET
DONNELLAN FAMILY FUNERAL SERVC
DOUBLETREE HOTEL
DOUBLETREE ROSEMONT HOTEL
DRAKE TOWER APARTMENTS
DUPAGE MORTUARY SERVICE
DURANTE FUNERAL SERVICE
EDWARD HOTEL CHICAGO LLC
ELMWOOD CHAPEL
EMBASSY SUITES
EUGENE DYBINSKI
EVANSTON FUNERAL AND CREMATION
EZ PARKING LLC
FK KETLER COMPANY
FAULKNER HOUSE MANAGEMENT
FREELS FUNERAL SERVICE
FRIEDRICHS FUNERAL HOME INC
GERARD MORGAN JR FUNERAL DIRECTORS
GO AIRPORT EXPRESS
GOLDMAN FUNERAL GROUP
GRIFFIN LIVERY
HABEN FUNERAL HOME
HALLOWELL FUNERAL SERVICE
HALPIN FUNERAL DIRECTORS INC
HARBOR HOUSE CONDOMINIUMSSUDLER
HARVARD MAINTENANCE
HAWTHORNE RACE COURSE-VALET
HEENEY FUNERAL HOME
HENRY FREITAG
HILTON MANAGEMENT LLC (O'HARE)
HILTON ORRINGTON EVANSTON
HILTON ORRINGTON EVANSTON - COMM
HOLIDAY INN CHICAGO O'HARE
HORIZON HOUSE-COMMUNITY SPECIALISTS
HUMES FH ENTERPRISES INC
HYATT REGENCY CHICAGO
HYATT REGENCY OHARE
HYATT REGENCY O'HARE - VALET
ILLINOIS DEPT OF TRANSPORTATION
ILLINOIS STATE POLICE
ILLINOIS TOLLWAY
IMPERIAL PARKING (US) INC
IMPERIAL REMOVAL & EMBALMING SERVICE
INTERPARK
INTERPARK VALET CONTRACT
J & J MOTOR SERVICE
JAMES CROOK FUNERAL SERVICE INC
JOHN G ADINAMIS FUNERAL DIRECTOR
JOHN GRADY
JOHN JR INSTALLATIONS
JOHN LIGDA
JOHN RIFE
KERRY FUNERAL HOME OF PALOS HEIGHTS
KOSARY FUNERAL HOME
LAKE POINT TOWER MANAGEMENT
LANIER PARKING
LAWN FUNERAL HOME LTD
LAWRENCE FRIEL
LAZ PARKING - 511 N COLUMBUS
LAZ PARKING - COMM
LAZ PARKING - METER 123
LAZ PARKING - PRESIDENTIAL TOWERS
LAZ PARKING - THE CARLYLE
LAZ PARKING - VALET
LEGACY PARKING
LEONARD ZIELINSKI FUNERAL DRCTR LMTD
LIFEWORK HOSPITALITY LLC
LIFEWORK HOSPITALITY LLC - VALET
LINCOLN SECURITY
LOUIS MARTINO JR
LOWELL HOUSE CONDOMINIUM ASSOCIATION
M J SUERTH FUNERAL HOME
MARK GIANCOLA
MATZ FUNERAL HOME INC
MC CAR SERVICE INC
METRO MORTUARY TRANSPORT
METROPOLITAN 1 LLC - COMM
METROPOLITAN VALET - VALET
MICHAEL COLETTA SONS LTD
MILLENNIUM PARK LIVING INC
MODELL FUNERAL HOME
MRAZEK LIVERY SERVICE INC
MSC CHICAGO
NAVY PIER INC
NORTHERN ILLINOIS FUNERAL SERVICE
O'HARE SHUTTLE BUS
OMEGA PARKING OF CHICAGO
ONE EAST SCHILLER
ONE PARKING
ORRICO FUNERAL SERVICE
PALMOLIVE BLD CONDOMINIUM ASSOCIATIO
PANOZZO BROTHERS FUNERAL HOME
PARK 1 - 600 CLARK
PARK 1 - ALLEGRO HOTEL
PARK 1 - MAIN OFFICE
PARK 1 (1301 N STATE ST)
PARK 1 (162 E ONTARIO)
PARK 1 (300 E OHIO DOUBLETREE)
PARK 1 (328 S WABASH)
PARK 1 (525 S WABASH)
PARK 1 (57 E WACKER)
PARK 1 (65 E WACKER MORTONS)
PARK 1 (711 S PLYMOUTH)
PARK 1 (850 WASHINGTON)
PARK 1 (ALLERTON HOTEL)
PARK 1 (CONGRESS HOTEL)
PARK 1 (PALOMAR HOTEL)
PARK 1 MAIN OFFICE
PARK ASTOR CONDOMINIUM ASSOC
PARK PLUS LLC
PARK PLUS LLC - VALET
PARK TOWER CONDOMINIUM ASSOCIATION
PARK USA INC - VALET
PARKING MANAGEMENT
PARKING MANAGEMENT- COMM
PEOPLES AUTO PARKING COMPANY
PETER MARTINO FUNERAL DIRECTOR
PETERSEN REMOVAL SERVICES
PIONEER PARKING - 1415 N DEARBORN
PIONEER PARKING - 190 WALTON
PIONEER PARKING - 2800 LAKE SHORE DR
PIONEER PARKING - 3550 N LSD
PIONEER PARKING - 3600 LSD
PIONEER PARKING - AMBASSADOR HOUSE
PIONEER PARKING - AUDIT
PIONEER PARKING - LAKE POINT TOWER
PIONEER PARKING - THE CARLYLE
PIONEER PARKING INC - 3950
PIONEER PARKING INC - ASTOR HOUSE
PIONEER PARKING INC-201 CHESTNUT
PIONEER PARKING-3440 N LSD
PIONEER PARKING-6007 SHERIDAN MALIBU
PREFLIGHT LLC
QUALITY PARKING - COMM
QUALITY PARKING - VALET
R J SHEEHY & SONS FUNERAL
R JAY LIVERY SERVICE
RAYMOND HERNANDEZ
RICHARD J MODELL FUNERAL HOME AND
RICHARD-MIDWAY FUNERAL HOME
RIVER NORTH CAR WASH INC
ROBERT'S LIVERY SERVICE
ROCKWELL CONSTRUCTION LLC
ROLLEX CORPORATION
ROMANO TUAZON FUNERAL & CREMATION
ROSEMOOR FUNERAL HOME
RYAN-PARKE FUNERAL HOME
S & L FUNERAL SERVICES INC
SABRINA LABARBERA
SALERNO GALEWOOD CHAPELS
SALSTAR MANAGEMENT INC
SALSTAR PARKING MANAGEMENT-860 LSD
SAX-TIEDEMANN FUNERAL HOME
SCHIELKA-ADDISON STREET FUNERAL HOME
SCHMAEDEKE FUNERAL HOME
SECURE PARKING USA
SEGERT LIVERY SERVICE LLC
SERVICE LIVERY INC
SHALOM MEMORIAL FUNERALS
SHAY'S VALET INC
SHINE CAR SERVICES
SHORELINE PARK
SIEDLECKI LIVERY SERVICE INC
SKAJA FUNERAL HOME
SMG -MPEA SECURITY
SMITH MAINTENANCE COMPANY
SNOZBERRY LIVERY LLC
STANDARD PARKING - MAIN
STANDARD PARKING - VALET
STEVEN STETSON
SUDLER MGMT (AMERICANA)
SYSTEM PARKING INC
TALAGA FUNERAL SERVICES
TEAMSTERS JOINT COUNCIL 25
TEAMSTERS LOCAL 700
THE LABOR CONNECTION LLC
THE RESIDENCES AT RIVERBEND GARAGE
THE VARGAS GROUP
THE WELLINGTON CONDOMINIUM ASSOC
TOON FUNERAL HOMES LTD
TRADESHOW TRANSPORTATION LLC
TRIBUTE FUNERAL SERVICES LLC
TRINITY FUNERAL SERVICES
TWENTIETH CENTURY FOX - EMPIRE
USMM INC
UNITED BUILDING MAINTENANCE INC
VALET PARKING AUTHORITY
VALET PARKING AUTHORITY - COMM
VALET PARKING AUTHORITY SERVICES
VALET PARKING AUTHORITY SERVICES-COM
VANCE LIVERY SERVICE INC
VANCE LIVERY INC
VILLAGE OF ORLAND HILLS
VILLAGE OF PEOTONE POLICE DEPARTMENT
VITUCCI FUNERAL HOME
VPS PARKING MANAGEMENT - COMM
VPS PARKING MANAGEMENT - VALET
WALTER POMIERSKI & SON LTD
WAUCONDA FUNERAL HOME PC
WENBAN FUNERAL HOME
WE'RE CLEANING
WESTLAWN JEWISH FUNERALS INC
WILLIAMS-KAMPP FUNERAL HOME
WIN WIN AGAIN LLC
WJS SERVICES LLC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
TEAMSTERS LOCAL UNION NO 727 PENSION FUND
O$755,124
TEAMSTERS LOCAL UNION NO 727 PENSION FUND
Q$83,533
TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND
Q$28,694
TEAMSTERS LOCAL UNION NO 727 PENSION FUND
N$31,020
TEAMSTERS LOCAL UNION NO 727 LEGAL AND EDUCATION FUND
N$27,068

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART IVFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R.ExplanationTxt