STRATEGY STUDIO / PUBLIC DATA EXPLORER

USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUST: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUST (EIN 26-2574085)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-16
IRS object ID
202011699349200416
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-16T15:19:29-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13811 SOUTHLAND AVEAddressLine1Txt
CityKOKOMOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46902ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262574085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1USW STEEL PARTS RETIREE HEALTH AND WELFARE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUSWSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 BERRYMAN PIKEAddressLine1Txt
CityTIPTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP46072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK LEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7658605640PhoneNum
Signature2020-06-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFERN E LALONDEPreparerPersonNm
PTINP00061026PTIN
Phone7654537272PhoneNum
Preparation2020-06-16PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.44.101.77IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-17IPDt
IP Tm12:29:17IPTm
Federal Original Submission Id35598120201693ixluanFederalOriginalSubmissionId
Federal Original Submission Id2020-06-17FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFD1393B8B00FA88392C7729AB57FA21C561540A8AtSubmissionCreationDeviceId
At Submission Filing Device IdFD1393B8B00FA88392C7729AB57FA21C561540A8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Gross Receipts$5,877GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$5,837InvestmentIncomeAmt
Other Revenue Total$40OtherRevenueTotalAmt
Total Revenue$5,877TotalRevenueAmt
Benefits Paid To Or For Members$9,000BenefitsPaidToOrForMembersAmt
Other Expenses Total$2,425OtherExpensesTotalAmt
Total Expenses$11,425TotalExpensesAmt
Excess Or Deficit For Year-$5,548ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$216,600NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$211,052NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$216,600BOYAmt
EOY$211,052EOYAmt

Land And Buildings LandAndBuildingsGrp

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

Other Assets Total Detail OtherAssetsTotalDetail

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

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$216,600BOYAmt
EOY$211,052EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$216,600BOYAmt
EOY$211,052EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE POSTRETIREMENT HEALTH AND WELPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO PROVIDE POSTRETIREMENT HEALTH AND WELFARE BENEFITS FOR ELIGIBLE RETIRED EMPLYEES OF STEEL PRTS ND SPC WHO ARE OR WERE REPRESENTED BY THE UNITED STEEL WORKERS UNION.DescriptionProgramSrvcAccomTxt
Program Service Expenses$9,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$9,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK LEE
TRUSTEE10.00$0$0$0
MIKE SMITH
TRUSTEE10.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK LEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15207 COUNCIL RING BLVEDAddressLine1Txt
CityKOKOMOCityNm
State AbbreviationINStateAbbreviationCd
ZIP46902ZIPCd
FieldValueIRS element (for citing)
Phone7658605640PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Filed Schedule AfalseFiledScheduleAInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Description of other revenue Part I line 8DESCRIPTION AMOUNTCHECKING ACCOUNT INTEREST 40
Description of other expenses Part I line 16DESCRIPTION AMOUNTACCOUNTING FEES 1,925TAX PREPARATION 500