AFL-CIO HEALTH & WELFARE TR: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AFL-CIO HEALTH & WELFARE TR (EIN 38-6847980)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202133149349301118
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T08:08:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386847980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFL-CIO HEALTH & WELFARE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFL- | BusinessNameControlTxt |
| Phone | 2026375250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA CONNOLLY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2026375250 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMANTHA | PersonFirstNm |
| Person Last | CONNOLLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN A JACQUELIN CPA | PreparerPersonNm |
| PTIN | P01325865 | PTIN |
| Phone | 2023319880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMANTHA CONNOLLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,301,298 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | 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 | $36,602,186 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,721,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | $571,550 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,248,124 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $37,173,736 | PYTotalRevenueAmt |
| CY Total Revenue | $38,969,835 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $36,297,580 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $34,492,999 | 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 | $1,653,309 | PYOtherExpensesAmt |
| CY Other Expenses | $1,881,841 | CYOtherExpensesAmt |
| PY Total Expenses | $37,950,889 | PYTotalExpensesAmt |
| CY Total Expenses | $36,374,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$777,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,594,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,048,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,473,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,620,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $941,201 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,427,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,531,944 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED MEDICAL, DENTAL, HEARING, VISION,LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | 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 | 3 | 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 | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | 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 | DANIELLE J RARDIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592261783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST VINE STREET SUITE 500 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SAMANTHA CONNOLLY | ||||||
| TRUSTEE | 2.00 | 38.00 | Yes (X) | $0 | $143,069 | $69,906 |
| KENNETH DEAN | ||||||
| TRUSTEE | 2.00 | 35.00 | Yes (X) | $0 | $322,500 | $102,720 |
| CALEB-MICHAEL FILES | ||||||
| TRUSTEE | 2.00 | 38.00 | Yes (X) | $0 | $113,035 | $53,756 |
| MICHAEL NOONAN | ||||||
| TRUSTEE | 2.00 | 38.00 | Yes (X) | $0 | $0 | $25,408 |
| JOHNIE PALMER | ||||||
| TRUSTEE | 2.00 | 38.00 | Yes (X) | $0 | $69,575 | $27,636 |
| ELIZABETH SHULER | ||||||
| TRUSTEE | 2.00 | 38.00 | Yes (X) | $0 | $245,461 | $1,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $893,640 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $281,316 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | |||||
| 9700 HEALTH CARE LANE | MINNETONKA | MN | 55343 | CLAIMS PROCESSOR | $930,111 |
| SEGAL CONSULTING | |||||
| 1800 M STREET NW SUITE 900 S | WASHINGTON | DC | 20036 | ACTUARY | $600,105 |
| UMR | |||||
| 333 WEST VINE STREET SUITE 500 | LEXINGTON | KY | 40507 | ADMINISTRATOR | $234,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $35,760,743 | $35,760,743 |
| PRESCRIPTION DRUG REBATES | 900099 | $1,827,113 | $1,827,113 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $133,855 | $133,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,721,711 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $392,585 | TotalRevenueColumnAmt |
| Exclusion | $392,585 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,187,002 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,331,463 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $855,539 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $855,539 | TotalRevenueColumnAmt |
| Exclusion | $855,539 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,969,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,721,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,248,124 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,492,999 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,793 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,578 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,775 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,105 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,031 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,080 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS PROCESSING FEES | $930,111 |
| BANK FEES | $9,961 |
| PCORI FEES | $8,407 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,374,840 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,629 | BOYAmt |
| EOY | $3,341,283 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,627 | BOYAmt |
| EOY | $1,215,173 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,778 | BOYAmt |
| EOY | $9,556 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,321,326 | BOYAmt |
| EOY | $17,810,420 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,096,713 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,048,360 | BOYAmt |
| EOY | $26,473,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,663 | BOYAmt |
| EOY | $470,120 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,807 | BOYAmt |
| EOY | $471,081 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,470 | BOYAmt |
| EOY | $941,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,427,890 | BOYAmt |
| EOY | $25,531,944 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,427,890 | BOYAmt |
| EOY | $25,531,944 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,048,360 | BOYAmt |
| EOY | $26,473,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,594,995 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $509,059 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $4,096,713 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,096,713 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,651,781 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $509,059 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $509,059 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,142,722 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,827,113 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,827,113 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,969,835 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,547,727 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,547,727 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,827,113 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,827,113 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,374,840 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTD TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2020, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2017 THROUGH 2019 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE PLAN FILES RETURNS. IT IS THE PLAN'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PRESCRIPTION DRUGE REBATES NETTED WITH CLAIMS 1,827,113. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRESCRIPTION DRUGE REBATES NETTED WITH CLAIMS 1,827,113. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH DEAN | ||||||||||||||
| TRUSTEE | $0 | $322,500 | $0 | $0 | $0 | $0 | $0 | $102,720 | $0 | $0 | $0 | $425,220 | $0 | $0 |
| ELIZABETH SHULER | ||||||||||||||
| TRUSTEE | $0 | $243,571 | $0 | $0 | $0 | $1,890 | $0 | $63,328 | $0 | $27,431 | $0 | $336,220 | $0 | $0 |
| SAMANTHA CONNOLLY | ||||||||||||||
| TRUSTEE | $0 | $143,069 | $0 | $0 | $0 | $0 | $0 | $35,236 | $0 | $34,670 | $0 | $212,975 | $0 | $0 |
| CALEB-MICHAEL FILES | ||||||||||||||
| TRUSTEE | $0 | $112,035 | $0 | $1,000 | $0 | $0 | $0 | $27,788 | $0 | $25,968 | $0 | $166,791 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE PLAN'S INDEPENDENT AUDIT FIRM. IT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021 AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006, THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE, UPON REQUEST, TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART XII, LINE 2C | ANNUAL AUDIT PROCESS: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (67 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| AFL-CIO | ||||||||
| 815 16TH STREET NW | WASINGTON | DC | 20006 | 530228172 | UNION ORGANIZATION | DC | 501(C)(5) | 0 |
| AFL-CIO EFCU | ||||||||
| ALABAMA STATE AFL-CIO | ||||||||
| ALLIANCE FOR RETIRED AMERICANS | ||||||||
| ALLIANCE OF HEALTH CARE UNIONS | ||||||||
| ATLANTA-NORTH GEORGIA LABOR COUNCIL | ||||||||
| CENTER FOR WORKING CAPITAL | ||||||||
| COALITION OF KAISER PERMANENTE AFL-CIO | ||||||||
| COMMUNICATIONS WORKRS AMERICA | ||||||||
| CONNECTICUT STATE AFL-CIO | ||||||||
| CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING | ||||||||
| DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO | ||||||||
| DISTRICT NO 10 IAMAW | ||||||||
| FOOD & ALLIED SERVICE TRADES | ||||||||
| GCCIBT NATIONAL PENSION FUND | ||||||||
| GEORGIA STATE AFL-CIO | ||||||||
| GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST | ||||||||
| HARTFORD FEDERATION OF TEACHERS LOCAL 1018 | ||||||||
| IFPTE LOCAL 194 | ||||||||
| IFPTE LOCAL 195 | ||||||||
| INDUSTRIAL UNION DEPARTMENT | ||||||||
| INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS | ||||||||
| INT'L ASN OF BSO&R IRON WORKERS | ||||||||
| INT'L FED OF PROFESSIONAL & TECHNICAL ENGINEERS | ||||||||
| INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES | ||||||||
| LABOR EDUCATION & TRAINING CENTER | ||||||||
| UNION LAWYERS ALLIANCE AFL-CIO | ||||||||
| LOUISIANA STATE AFL-CIO | ||||||||
| MARITIME TRADES DEPARTMENT AFL-CIO | ||||||||
| MARYLAND STATE & DC AFL-CIO | ||||||||
| METAL TRADES DEPARTMENT AFL-CIO | ||||||||
| MILWAUKEE LABOR COUNCIL | ||||||||
| MINNESOTA STATE AFL-CIO | ||||||||
| MISSISSIPPI STATE AFL-CIO | ||||||||
| MISSOURI STATE AFL-CIO | ||||||||
| NABET-CWA LOCAL 11 | ||||||||
| NABET-CWA LOCAL 16 | ||||||||
| NABET-CWA LOCAL 31 | ||||||||
| NABET-CWA LOCAL 53 | ||||||||
| NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS | ||||||||
| NATIONAL LABOR COLLEGE | ||||||||
| NORTH CAROLINA STATE AFL-CIO | ||||||||
| NEBRASKA STATE AFL-CIO | ||||||||
| NEW HAVEN FEDERATION OF TEACHERS LOCAL 933 | ||||||||
| NORTH AMERICAN BUILDING TRADES UNION | ||||||||
| NUCLEAR POWER LABOR MANAGEMENT COOPERATION COMMITTEE TRUST | ||||||||
| NYC CENTRAL LABOR COUNCIL | ||||||||
| OPCMIA OF US & CANADA | ||||||||
| OPCMIA-ITF | ||||||||
| OPEIU LOCAL 2 | ||||||||
| OPEIU LOCAL 277 | ||||||||
| OPEIU LOCAL 9 | ||||||||
| PUBLIC EMPLOYEES DEPARTMENT | ||||||||
| TENNESSEE LABOR COUNCL AFL-CIO | ||||||||
| TEXAS STATE AFL-CIO | ||||||||
| THE FOUNDATION FOR FAIR CONTRACTING | ||||||||
| TOOL AND DIE MAKERS LODGE 78 | ||||||||
| UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO | ||||||||
| UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS | ||||||||
| UTILITY WORKERS UNION LOCAL 1-2 | ||||||||
| UTILITY WORKERS UNION OF AMERICA | ||||||||
| VIRGINIA STATE AFL-CIO | ||||||||
| WASHINGTON-BALTIMORE NEWS GUILD | ||||||||
| WISCONSIN STATE AFL-CIO | ||||||||
| ORGANIZING INSTITUTE APPRENTICES | ||||||||
| TRANSPORTATION TRADES DEPARTMENT | ||||||||
| WYOMING STATE AFL-CIO | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| AFL-CIO HOUSING INVESTMENT TRUST |
| AFL-CIO INVESTMENT TRUST CORP |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominate Income | 1988380.90 | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |