CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2019
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- Organization
- CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349308520
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:40:48-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 3500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362376645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL STATES JOINT BOARD HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | AND WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SPANO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3127380822 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01366109 | PTIN |
| Phone | 2126955003 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.187.98.175 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:16:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DB5EDCD4C3A768306759EA36FB80656C6356CE68 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB5EDCD4C3A768306759EA36FB80656C6356CE68 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SPANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,515,232 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 12 | 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 | $73,868,873 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,135,702 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,148,070 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,364,829 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,630,792 | PYOtherRevenueAmt |
| CY Other Revenue | $3,128,872 | CYOtherRevenueAmt |
| PY Total Revenue | $78,647,735 | PYTotalRevenueAmt |
| CY Total Revenue | $73,629,403 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $69,164,382 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $69,652,307 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $655,491 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $661,808 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,970,403 | PYOtherExpensesAmt |
| CY Other Expenses | $1,896,586 | CYOtherExpensesAmt |
| PY Total Expenses | $71,790,276 | PYTotalExpensesAmt |
| CY Total Expenses | $72,210,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,857,459 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,418,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,361,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,514,190 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $466,356 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $428,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,894,843 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,085,381 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 6,100 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 178 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARK SPANO | ||||||
| CHAIRMAN/TRUSTEE | 0.30 | Yes (X) | $0 | $187,984 | $59,293 | |
| BENNY CASTRO | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $126,638 | $41,621 | |
| GARY FAIRHEAD | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SHELLY ROSEN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NORMAN SOEP | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY IORI | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $165,318 | $55,650 | |
| VELDON OLESON | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BRUCE SALTZBERG | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PHILIP SITKOWSKI | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $81,661 | $35,918 | |
| KATHY RODRIGUEZ | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $96,410 | $37,764 | |
| LYNETTE ALLEN | ||||||
| PLAN MANAGER | 40.00 | $74,703 | $0 | $31,217 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $74,703 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $658,011 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,463 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NETWORK ADMINISTRATION | $2,783,830 |
| MEDICAL COST MANAGEMENT | |||||
| 105 WEST ADAMS SUITE 2200 | CHICAGO | IL | 60603 | UTILIZATION REVIEW | $250,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $67,647,266 | $67,647,266 |
| PARTICIPANT CTRB. | 900099 | $488,436 | $488,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,135,702 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,920,601 | TotalRevenueColumnAmt |
| Exclusion | $1,920,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,330,057 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,885,829 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $444,228 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $444,228 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES AND SUBSIDIES | 900099 | $3,128,556 | $3,128,556 |
| SUNDRY | 900099 | $316 | $316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,128,872 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,629,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,708,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,920,601 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,652,307 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,703 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,672 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,765 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,668 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,458 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,065 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,699 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,316 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,770 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,027 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,441 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,968 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,527 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CASE MANAGEMENT | $274,603 |
| ALLOCATED EXPENSES | $259,734 |
| CLAIMS PROCESSING | $62,640 |
| DATA PROCESSING | $40,422 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,916 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,210,701 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,462,446 | BOYAmt |
| EOY | $6,585,422 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,742,032 | BOYAmt |
| EOY | $2,265,305 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,821 | BOYAmt |
| EOY | $81,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $413,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $363,958 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,407 | BOYAmt |
| EOY | $49,439 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,985,142 | BOYAmt |
| EOY | $50,169,052 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,018,351 | BOYAmt |
| EOY | $9,363,761 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,361,199 | BOYAmt |
| EOY | $68,514,190 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,473 | BOYAmt |
| EOY | $114,718 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,883 | BOYAmt |
| EOY | $314,091 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,356 | BOYAmt |
| EOY | $428,809 | 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 | $61,894,843 | BOYAmt |
| EOY | $68,085,381 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,894,843 | BOYAmt |
| EOY | $68,085,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,361,199 | BOYAmt |
| EOY | $68,514,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,418,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,771,836 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $363,958 | DepreciationAmt |
| Book Value | $49,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,439 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST INTERMEDIATE TERM HIGH YIELD FUND, L.P. | Desc |
| Book Value | $9,363,761 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,363,761 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTIONS REC IN ADVANCE | $115,650 |
| DUE TO BROKER FOR PENDING TRADES | $165,830 |
| DUE TO RELATED ORGANIZATIONS | $32,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $314,091 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $78,182,540 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,771,836 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,771,836 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,410,704 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $218,699 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $218,699 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $73,629,403 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $71,992,002 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $71,992,002 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $218,699 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $218,699 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,210,701 | TotalExpensesPerForm990Amt |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SPANO | ||||||||||||||
| CHAIRMAN/TRUSTEE | $0 | $187,984 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $59,293 | $0 | $247,277 | $0 | $0 |
| BENNY CASTRO | ||||||||||||||
| TRUSTEE | $0 | $126,638 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $41,621 | $0 | $168,259 | $0 | $0 |
| ANTHONY IORI | ||||||||||||||
| TRUSTEE | $0 | $165,318 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $55,650 | $0 | $220,968 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MIDWEST PENSION PLAN | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 366512748 | TO PROVIDE PENSION BENEFITS TO MEMBERS | IL | 401(A) | 0 |
| CENTRAL STATES JOINT BOARD AFL-CIO | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 362224162 | ASSIST LOCAL UNIONS | IL | 501C(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (193 entries)
| 3 WON |
| A & H PLUMBING |
| A SCHOENEMANN |
| ACME INDUSTRIAL |
| ADVANCED BOILER |
| ADVANCED RADIOL |
| AEM BILLING |
| AMERICAN BODY C |
| AMERICAN FINANC |
| AMERICAN METALC |
| AMERICAN NAME P |
| AMERICAN PLATIN |
| AMTEC PRECISION |
| ANDERSON DIE CA |
| ANDRIACHI INC |
| APOLLO PLASTICS |
| APP DESIGN INC |
| ARMBRUST PAPER |
| AUSTGEN ELECTRI |
| AVANTI STAFFING |
| AYOTTE DECKER |
| BICC SYSTEM |
| BACIN GROUP |
| BARSTEEL |
| BESCO AIR INC |
| BETTER CONTAINE |
| BMW PLUMBING IN |
| BORKUSLAW |
| BRIAN DEMBO OD |
| BROWN BROWN & |
| BROYLEES PLUMBI |
| BUSINESS MACHIN |
| C & G SYSTEMS C |
| CAMEO MOLD |
| CASSIDY PROLINE |
| CASTLE GROUP HE |
| CATALANO CABOOR |
| CCCB DBA CEMENO |
| CENTRAL SHEET M |
| CHARLIE-JO INC |
| CHEMCOATERS |
| CHICAGO ANODIZI |
| CHICAGO MAILING |
| CHICAGO POWDERE |
| CHICAGO STEEL |
| COLORS FOR PLAS |
| COMMUNICATIONS |
| CONDON & COOK |
| CONLIN LANDSCAP |
| COTTON GOODS MF |
| COURTESY PLUMBI |
| CRAFTSMAN PLATI |
| CRESCENT CARDBO |
| CSJB HEALTH & W |
| CSJB STAFF - LOCAL 18 |
| CSJB STAFF - LOCAL 30 |
| CUNNINGHAM INSU |
| D MARTIN |
| DANIEL CREANEY |
| DEERFIELD ELECT |
| DIAMOND TOOL & |
| DRUMMOND |
| DS&P INSURANCE |
| DYNASTY MOLD BR |
| E GORNELL & SON |
| E&C CUSTOM PLAS |
| ED'S AUTOMOTIVE |
| EDSAL MFG COMPA |
| EYE SPECIALIST |
| FRANKLIN ENTERPRISES |
| GARDNER ASPHALT |
| FONTANA GROUP |
| FRIGID FLUID CO |
| G3 CONSTRUCTION |
| GANE BROTHERS & |
| GENERAL EQUIPME |
| GLOBAL MATERIAL |
| GMT INC |
| GREAT DANE TRAI |
| H GROUP |
| HANDI-FOIL CORP |
| HARD ROCK CONCR |
| HARLEM AUTO PAR |
| HARVEY ANESTHES |
| HFI FLUIDS |
| HIGHLAND TRADIN |
| HOME PRODUCTS I |
| HYGENIEERING |
| ICL INTERIOR |
| IL ORG FOR JEWI |
| INLAND ARTS & G |
| ISS |
| JAMES INSTRUMEN |
| J&R LOCK SERVICE |
| JIFFY METAL PRO |
| JUDY'S MAILING |
| JOHN RIETVELD |
| KIWI CODERS COR |
| KLEISER THERAPY |
| LA-CO INDUSTRIE |
| LAKE ANESTHESIA |
| LAKE FOREST INT |
| LAKE FOREST OB |
| LAKESHORE SECUR |
| LEWIS PLASTIC C |
| LIFE FITNESS |
| M BROWN & ASSO |
| MAAS & SONS |
| MAKRAY MFG |
| MANDARIN ORANGE |
| MANNHEIM ARENA |
| MANOR TOOL AND |
| MCGOVERN & GREE |
| MCVEY & PARSKY |
| MELT DESIGN |
| MERCURY METAL |
| MICHAEL EPSTEIN |
| MICHAEL LEWIS C |
| MIDDLETON OVERH |
| MIDLAND ORAL |
| MIDWEST DRILL F |
| MIDWEST PENSION |
| MILTON IND COR |
| MOTHERWAY & NAP |
| NEW LEAF RESOUR |
| NO ENGRAVING ( |
| NO ENGRAVING (S GROVE) |
| NOVUM STRUCTURE |
| ORTHOPEDIC ASSO |
| P&L SCREW PRODU |
| PANKOW |
| PERFECTION SPRI |
| PHOENIX ELECTRI |
| PRIMARY FREIGHT |
| PTC TUBULAR PRO |
| R & S DISTRIBUT |
| RELEVANT HEALTH |
| REPUBLIC PACKAG |
| RETINA CONSULTA |
| RICHARDSON SEAT |
| ROSATIS MCHENRY |
| RWE |
| S J ABRAMS & CO |
| SI JACOBSON I |
| SALVATORES |
| SERPE INSURANCE |
| SERVICE TECH HE |
| SHEPPARD MEDICA |
| SIGMATRON INTER |
| SILVON |
| SIMON PRODUCTS |
| SLOBODAN VUCICE |
| SMALL ASSEMBLIE |
| SPONGE CUSHION |
| SRW |
| STINGRAY MECHAN |
| STUTZ CO |
| URBAN CARE LLC |
| TH RYAN |
| SURE-WAY DIE DE |
| TALCOTT FOOT & |
| THE LEVY GROUP |
| TOTAL WOMEN'S H |
| TRAINOR TRUCKIN |
| TRELLEBORG SEAL |
| TRI-MARKMARLIN |
| UHES LLC |
| UNITY MANUFACTU |
| UNIVERSAL BRUSH |
| VAN NORMAN MOLD |
| VEINS WITHOUT S |
| VESUVIUS USA |
| VIDEO TECH AUDI |
| WEBER STEPHEN |
| WEBER STEPHENS |
| WEBER WAREHOUSE |
| WERTHEIMER BOX |
| WEST SUBURBAN E |
| WESTGATE |
| WILSON & TAYLOR |
| WOLIN & ROSEN L |
| BLUEGRASS CAPITAL MGT |
| GARDNER ASPHALT |
| NO ENGRAVING (SALEM) |
| TWENTY FOUR 7 EXPEDITED |
| AG MANUFACTURING |
| LEVY CREATIONS |
| MUMFORD METAL CASTING |
| PROVISION CYCLING |
| TPG PLASTICS LLC |
| DUPAGE PLASTIC SURGERY |
| FORSIGHT VISIONS |
| FRESH EXPRESS - CHIQUITA |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| K | $79,200 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| O | $67,355 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| P | $82,139 |