HEAVY & HIGHWAY CONSTRUCTION HEALTH & WELFARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEAVY & HIGHWAY CONSTRUCTION HEALTH & WELFARE FUND (EIN 23-1527636)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-13
- IRS object ID
- 202130729349300218
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-13T15:10:26-08:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749598 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gitomer & Berenholz PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Shady Lane | AddressLine1Txt |
| City | Huntingdon Valley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231527636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAVY & HIGHWAY CONSTRUCTION HEALTH AND | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAV | BusinessNameControlTxt |
| Phone | 2157654633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37003 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN PARHAM | PersonNm |
| Person Title | FUND COORDINATOR | PersonTitleTxt |
| Signature | 2021-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K KONYVES CPA | PreparerPersonNm |
| PTIN | P01278325 | PTIN |
| Phone | 2153793500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN PARHAM | PrincipalOfficerNm |
| Gross Receipts | $114,959,616 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.ldc-phila-vic.org/Member-Benefits/ | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF LABORERS DISTRICT COUNCIL HEAVY AND HIGHWAY HEALTH AND WELFARE FUND IS TO PROVIDE MEDICAL BENEFITS TO MEMBERS AND THEIR DEPENDENTS OF CONTRIBUTING EMPLOYERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 74 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,229,702 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,319,350 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,301,340 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,243,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,635 | PYOtherRevenueAmt |
| CY Other Revenue | $61,356 | CYOtherRevenueAmt |
| PY Total Revenue | $43,593,677 | PYTotalRevenueAmt |
| CY Total Revenue | $42,624,524 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $28,541,491 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $41,513,714 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,143,012 | PYOtherExpensesAmt |
| CY Other Expenses | $5,580,539 | CYOtherExpensesAmt |
| PY Total Expenses | $33,684,503 | PYTotalExpensesAmt |
| CY Total Expenses | $47,094,253 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,909,174 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,469,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $140,773,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,431,523 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,370,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,039,989 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,403,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,391,534 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF LABORERS DISTRICT COUNCIL HEAVY AND HIGHWAY HEALTH AND WELFARE FUND IS TO PROVIDE MEDICAL BENEFITS TO MEMBERS AND THEIR DEPENDENTS OF CONTRIBUTING EMPLOYERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | PROVIDER OF HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 2,798 MEMBERS AND THEIR DEPENDENTS FOR THE PLAN YEAR ENDING APRIL 30, 2020. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 74 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN PARHAM | PersonNm |
| Phone | 2157654633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 37003 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ALAN PARHAM | ||||||
| FUND COORDINATOR | 50.00 | 0.00 | $0 | $244,473 | $79,967 | |
| ESTEBAN VERA JR | ||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| STANLEY SANDERS | ||||||
| TRUSTEE-N | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| JIM DAVIS | ||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| JAMES HARPER JR | ||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| VERNON WOODALL | ||||||
| Trustee-P | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| CHARLES SERAVALLI JR | ||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| DANIEL L WOODALL JR | ||||||
| Trustee-P | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| RYAN BOYER | ||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $244,473 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KEYSTONE HEALTH PLAN EAST | |||||
| 1901 MARKET STREET | PHILADELPHIA | PA | 19103 | MEDICAL ADM FEES | $2,267,926 |
| PERRY BLACKMAN CPA | |||||
| 506 CORPORATE DRIVE WEST | LANGHORNE | PA | 19047 | ACCOUNTING FEES | $119,963 |
| BOYD WATTERSON GSA | |||||
| 1801 EAST 9TH STREET 1400 | CLEVELAND | OH | 44114 | INV. MGT FEES | $210,255 |
| CHARTWELL INVESTMENT PARTNERS | |||||
| 1235 WESTLAKES DRIVE SUITE 400 | BERWYN | PA | 19312 | INV. MGT FEES | $146,317 |
| EXPRESS SCRIPTS | |||||
| 829 ACADEMY PLACE | PITTSBURGH | PA | 15243 | MEDICAL ADM FEES | $107,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COBRA CONTRIBUTIONS | 525100 | $161,210 | $161,210 |
| EMPLOYER CONTRIBUTIONS | 525100 | $39,107,235 | $39,107,235 |
| SELF PAY CONTRIBUTIONS | 525100 | $50,905 | $50,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,319,350 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,678,307 | TotalRevenueColumnAmt |
| Exclusion | $3,678,307 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,900,603 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,335,092 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$434,489 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$434,489 | TotalRevenueColumnAmt |
| Exclusion | -$434,489 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMISSION RECAPTURE | 525100 | $2,229 | $2,229 |
| INSURANCE COMP. & MED. RE | 525100 | $55,515 | $55,515 |
| STOCK LITIGATION REFUNDS | 525100 | $3,612 | $3,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,356 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,624,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,380,706 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,243,818 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,513,714 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,437 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,509 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,733 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,494 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,381 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,351 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,278 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,268 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,066 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMISTRATIVE MEDICAL FEE | $2,341,391 |
| SHARED ALLOC. COSTS - ADMIN. | $518,639 |
| PRESCRIPTION ADMIN. FEE | $107,813 |
| ADMINISTRATIVE MEDICAL FEES | $74,931 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,248 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,094,253 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$125,911 | BOYAmt |
| EOY | -$62,154 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,509,524 | BOYAmt |
| EOY | $11,248,087 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,029,011 | BOYAmt |
| EOY | $4,147,672 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,871 | BOYAmt |
| EOY | $60,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,100 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,030,797 | BOYAmt |
| EOY | $113,684,827 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,355,870 | BOYAmt |
| EOY | $20,387,909 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,901,381 | BOYAmt |
| EOY | $1,965,123 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,773,543 | BOYAmt |
| EOY | $151,431,523 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,741 | BOYAmt |
| EOY | $576,590 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,388,705 | BOYAmt |
| EOY | $67,463,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,370,446 | BOYAmt |
| EOY | $68,039,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,403,097 | BOYAmt |
| EOY | $83,391,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,403,097 | BOYAmt |
| EOY | $83,391,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,773,543 | BOYAmt |
| EOY | $151,431,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,469,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,458,166 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,100 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,387,909 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBLITY CREDITS | $12,718,845 |
| CLAIMS INURRED BUT NOT REPORTED | $2,358,074 |
| HEALTH CLAIMS PAYABLE | $2,305,911 |
| INCOME RECEIVED IN ADVANCE | $5,407 |
| INSURANCE PREMIUMS PAYABLE | $83,267 |
| POSTRETIREMENT BENEFIT OBLIGATION | $49,466,556 |
| UNSETTLED INVESTMENT TRANSACTIONS | $525,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $67,463,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,383,448 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,458,166 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,458,166 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,925,282 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $643,727 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $55,515 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $699,242 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,624,524 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,403,194 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$55,515 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$55,515 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,458,709 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $643,727 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,991,817 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,635,544 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,094,253 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | INSURANCE EXPERIENCE RATED REFUND $55515 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | CHANGE IN BENEFIT OBLIGATION $12991817 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN PARHAM | PersonNm |
| Title | FUND COORDINATOR | TitleTxt |
| Compensation Based On Rltd Orgs | $244,473 | CompensationBasedOnRltdOrgsAmt |
| Deferred Comp Rltd Orgs | $57,586 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $22,381 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $324,440 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | DANIEL WOODALL, JR. AND VERNON WOODALL ARE BROTHERS. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE 990 IS REVIEWED BY THE FUND COORDINATOR, FUND ACCOUNTANT, LEGAL COUNSEL AND CO-CHAIRMAN TRUSTEES BEFORE FILING. THE 990 IS THEN REVIEWED WITH THE ENTIRE BOARD AT THE NEXT SCHEDULED TRUSTEE MEETING. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LDC EDUCATION & TRAINING FUND OF PHILA | ||||||||||
| 500 LANCASTER PIKE | EXTON | PA | 19341 | 236568023 | EDUCATION AND TRAINING IN THE FIELD OF CONSTRUCTION | PA | 501(C)(3) | 170(b)(1)(A)(ii) | N/A | false |
| LDC BUILDING & CONSTRUCTION INDUSTRY HEA | ||||||||||
| PO BOX 37003 | PHILADELPHIA | PA | 19122 | 231575634 | TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS | PA | 501(C)(9) | N/A | N/A | false |
| LDC CONSTRUCTION INDUSTRY PENSION FUND | ||||||||||
| PO BOX 37003 | PHILADELPHIA | PA | 19122 | 236235338 | TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS | PA | 1.401-1 B3 | N/A | N/A | false |
| LDC PREPAID LEGAL DEFENSE FUND | ||||||||||
| PO BOX 37003 | PHILADELPHIA | PA | 19122 | 232290986 | TO PROVIDE LEGAL BENEFITS FOR ELIGIBLE PARTICIPANTS | PA | 501(C)(9) | N/A | N/A | false |
| LABORERS HEALTH AND SAFETY FUND | ||||||||||
| PO BOX 37003 | PHILADELPHIA | PA | 19122 | 233052497 | TO PROMOTE IMPROVED HEALTH AND SAFETY FOR LABORERS. | PA | 501(C)(5) | N/A | N/A | false |
| LECET | ||||||||||
| 665 N BROAD STREET - 4TH FLR | PHILADELPHIA | PA | 19123 | 232828556 | PROMOTE THE BENEFITS OF USING UNION CONTRACTORS | PA | 501(C)(5) | N/A | N/A | false |
| LDC EDUCATION AND TRAINING FUND LLC | ||||||||||
| 665 NORTH BROAD STREET 5TH FLOOR | PHILADELPHIA | PA | 19123 | 831836659 | CONSTRUCTION & FINANCING | 501(C)(3) | 170(b)(1)(A)(ii) | N/A | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LDC EDUCATION & TRAINING FUND OF PHILA | ||
| o | $56,168 | ACCRUAL BASIS |
| LDC CONSTRUCTION INDUSTRY PENSION FUND | ||
| o | $471,828 | ACCRUAL BASIS |
| LDC CONSTRUCTION INDUSTRY PENSION FUND | ||
| p | $421,496 | ACCRUAL BASIS |