SOUTHEASTERN IRON WORKERS WELFARE PLAN: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN IRON WORKERS WELFARE PLAN (EIN 63-0334002)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-13
- IRS object ID
- 202012879349301331
- 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 | 2020-10-13T16:22:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650140643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D EISENBERG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13790 NW 4 STREET 100 | AddressLine1Txt |
| City | SUNRISE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33325 | 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 | 630334002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEASTERN IRON WORKERS WELFARE PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37370 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DUFFIELD | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 6158590131 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D EISENBERG | PreparerPersonNm |
| PTIN | P00175252 | PTIN |
| Phone | 9548469490 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.0.172.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-12 | IPDt |
| IP Tm | 19:44:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 98A4FC80CBC72430DE97F64CA63BA7A6CE97FF12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 98A4FC80CBC72430DE97F64CA63BA7A6CE97FF12 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DUFFIELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,234,723 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | To provide health benefits to its members. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | 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 | $31,822,706 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,601,113 | CYProgramServiceRevenueAmt |
| PY Investment Income | $672,895 | PYInvestmentIncomeAmt |
| CY Investment Income | $906,093 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,495,601 | PYTotalRevenueAmt |
| CY Total Revenue | $35,507,206 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $26,701,879 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $25,488,008 | 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 | $1,686,304 | PYOtherExpensesAmt |
| CY Other Expenses | $1,929,231 | CYOtherExpensesAmt |
| PY Total Expenses | $28,388,183 | PYTotalExpensesAmt |
| CY Total Expenses | $27,417,239 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,107,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,089,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,381,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,417,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $161,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $185,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,219,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,232,326 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 1352 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 16 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | SOUTHERN BENEFIT ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1449 | AddressLine1Txt |
| City | GOODLETTSVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT DUFFIELD | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL METTE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BARBER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| YOSVANY TORRES | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KNOST | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN MITCHELL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BRADLEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAN SEGOVIA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER BERGEL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SHELL | ||||||
| TRUSTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESTER HENSLEY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM BOYKIN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| H PRESTON TAYLOR | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM McMILLAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JODY CREWS | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | |||||
| 225 TOWN PARK DRIVE STE 350 | KENNESAW | GA | 30144 | STOP LOSS COVERAGE | $1,192,798 |
| BLUE CROSS BLUE SHIELD | |||||
| 3350 PEACHTREE ROAD NE | ATLANTA | GA | 30326 | PPO ACCESS | $1,030,401 |
| SOUTHERN BENEFIT | |||||
| 2001 CALDWELL DRIVE | GOODLETTSVILLE | TN | 37072 | PLAN ADMINISTRATION | $547,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $34,601,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,601,113 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,601,113 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $694,273 | TotalRevenueColumnAmt |
| Exclusion | $694,273 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,939,337 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,727,517 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,820 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211,820 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,507,206 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,812,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $694,273 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,488,008 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,623 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,757 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,423 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,736 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,405 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,382 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,849 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PPO ACCESS FEES | $1,030,401 |
| PLAN ADMINISTRATION | $547,989 |
| PCORI FEE | $16,025 |
| BANK CHARGES | $5,641 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,417,239 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,560,376 | BOYAmt |
| EOY | $3,973,804 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,794,323 | BOYAmt |
| EOY | $3,669,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,027,067 | BOYAmt |
| EOY | $36,774,581 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,381,766 | BOYAmt |
| EOY | $44,417,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,983 | BOYAmt |
| EOY | $185,556 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,983 | BOYAmt |
| EOY | $185,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,219,783 | BOYAmt |
| EOY | $44,232,326 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,219,783 | BOYAmt |
| EOY | $44,232,326 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,381,766 | BOYAmt |
| EOY | $44,417,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,089,967 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,922,576 | 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 |
| Total Rev Etc Audited Fincl Stmt | $38,328,359 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,922,576 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,922,576 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,405,783 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,423 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $101,423 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,507,206 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,315,816 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,315,816 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,423 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $101,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,417,239 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Organization reviews it's conflict of interest policy on a regular basis, and requires Trustees to acknowledge their adherence to policy guidlines. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its financial statements and governing documents available to the public upon written request. |
| PART XII, 2c | The Board of Trustees has full oversight over the audit process. There has been no change in this procedure. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (81 entries)
| IRON WORKERS DCOF TN VALLEY |
| IRON WORKERS DC OF NEW ENGLAND |
| IRON WORKERS DC OF NEW ENGLAND L U 7 |
| IRON WORKERS DC OF NEW ENGLAND L U 7 |
| IRON WORKERS DC OF PHILADELPHIA |
| IRON WORKERS DC OF SO OHIO L U 290 |
| IRON WORKERS DC OF SOUTHER OHIO LU 292 |
| IRON WORKERS DC OF SOUTHERN OH |
| IRON WORKERS DC OF SOUTHERN OH L U 70 |
| IRON WORKERS DC OF SOUTHERN OHIO |
| IRON WORKERS DC OF SOUTHERN OHIO & VIC |
| IRON WORKERS DC OF SOUTHERN OHIO LU 292 |
| IRON WORKERS DC OF SOUTHERN OHIO LU 7 |
| IRON WORKERS DC OF TN VALLEY & VICINITY |
| IRON WORKERS DC OF WESTERN MEW YORK |
| IRON WORKERS DC SO OHIO L U 292 |
| IRON WORKERS DISTRICT MID ATLANTIC |
| IRON WORKERS L U 1 |
| IRON WORKERS L U 1 |
| IRON WORKERS L U 11 |
| IRON WORKERS L U 12 |
| IRON WORKERS L U 147 |
| IRON WORKERS L U 16 |
| IRON WORKERS L U 167 |
| IRON WORKERS L U 17 |
| IRON WORKERS L U 17 |
| IRON WORKERS L U 172 |
| IRON WORKERS L U 207 |
| IRON WORKERS L U 22 |
| IRON WORKERS L U 25 |
| IRON WORKERS L U 272 |
| IRON WORKERS L U 28 |
| IRON WORKERS L U 290 |
| IRON WORKERS L U 292 |
| IRON WORKERS L U 383 |
| IRON WORKERS L U 384 |
| IRON WORKERS L U 387 |
| IRON WORKERS L U 387 JAC |
| IRON WORKERS L U 395 |
| IRON WORKERS L U 397 |
| IRON WORKERS L U 397 APPRENT |
| IRON WORKERS L U 402 |
| IRON WORKERS L U 402 JATC |
| IRON WORKERS L U 5 |
| IRON WORKERS L U 5 WASHINGTON DC |
| IRON WORKERS L U 549 AND 550 |
| IRON WORKERS L U 55 |
| IRON WORKERS L U 55 TOLEDO NORTHWEST OHIO |
| IRON WORKERS L U 597 |
| IRON WORKERS L U 597 JATC |
| IRON WORKERS L U 613 FAMILY HEALTH FUND |
| IRON WORKERS L U 63 |
| IRON WORKERS L U 7 |
| IRON WORKERS L U 70 |
| IRON WORKERS L U 709 |
| IRON WORKERS L U 8 |
| IRON WORKERS L U 808 |
| IRON WORKERS L U 808 JATC |
| IRON WORKERS L U 848 |
| IRON WORKERS L U 848 JATC |
| IRON WORKERS L U 89 |
| IRON WORKERS L U 92 |
| IRON WORKERS L U UNION 709 APPRENTICE FUN |
| IRON WORKERS LU 25 |
| IRON WORKERS OF ST LOUIS |
| IRON WORKERS OF WESTERN P A |
| IRON WORKERS ST LOUIS DC |
| IRON WORKERS TENNESSEE VALLEY |
| IRON WORKERS TRUST FUND L U 5 WASH D C |
| IRON WORKERS WELFARE FUND |
| IRONWORKER LU 383 |
| METAL LATHERS L U 46 WELFARE |
| MIAMI IRON WORKERS 272 JATC |
| MID SOUTH IRON WORKERS |
| MO-KAN IRON WORKERS |
| NORTHWEST IRON WORKERS |
| NORTHWEST OHIO ADMINISTRATORS |
| REGIONAL DC KEYMAN ACCT (846) |
| SOUTHEASTERN STATES DC |
| TRI-STATE IRON WORKERS |
| TWIN CITIES IRON WORKERS H & W |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (179 entries)
| ACTION ELECTRIC |
| ADF INTERNATIONAL INC |
| ADVANCED STEEL ERECTORS L L C |
| AIRCO INDUSTRIAL CONTRACTORS |
| ALIMAK HEK INCORPORATED |
| ALLEN & GRAHAM INC |
| ALPHACLADDING L L C |
| ALPIZAR CONTRUCTION AND ASSOC |
| AMERICAN INDUSTRIAL DOOR INC |
| APOLLO CONST & ENG |
| APTIM |
| ASHTON AND COMPANY |
| AT GLASS INC |
| ATLANTA STEEL ERECTORS INC |
| ATLANTIC CONCRETE CONTRACTORS |
| ATLANTIC INSTALLERS L L C |
| ATLANTIC PARKING LOT MAINT |
| ATLANTIC PLANT MAINTENANCE |
| BADGERLAND METAL BUILDING EREC |
| BARNHART CRANE & RIGGING COMPA |
| BEYEL BROTHERS INC |
| BHI ENERGY SPECIALITY SERVICES |
| BIG DOG CONSTRUCTION |
| BIGGE CRANE & RIGGING |
| BLACKTIP SERVICES INC |
| BOSWORTH STEEL ERECTORS INC |
| BOWKER MECHANICAL CONTRACTORS |
| BOYKIN ERECTORS INC |
| BRAGG CRANE & RIGGING |
| BUNTING GRAPHICS |
| C & R SECURITY INC |
| C R MEYER AND SONS COMPANY |
| CAROLINA LEDGEND CARS |
| CB&I PROJECT SVCS (SR SITE) |
| CENTRAL CONVEYOR COMPANY |
| CENTRAL MAINTENANCE & WELDING |
| CERTIFIED IND MAINT PRE APPREN |
| CERTIFIED INDUSTRIAL MAINTENAN |
| CITY STEEL INC |
| CLEVELAND ELECTRIC COMPANY |
| COASTAL STEEL INC |
| COGBURN BROS INC |
| COMMERCIAL SIDING & MAINT |
| COMMONWEALTH CONSTRUCTORS INC |
| CONCRETE ERECTORS INC |
| CONCRETE ERECTORS PRE APP |
| CONTINENTAL STEEL INC |
| CORESLAB STRUCTURES(MIAMI) INC |
| CROSSROADS CONSTRUCTION INC |
| CROWN CORR INC |
| CUSTOM FABRICATION INC |
| D&D WELDING |
| DAY & ZIMMERMAN |
| DAY & ZIMMERMAN |
| DAYS CORPORATION |
| DEARBORN CRANE & ENGINEERING |
| DERR & ISBELL CONSTRUCTION |
| DFS |
| DIXIE SOUTHERN INDUSTRIAL INC |
| DORAL CORPORATION |
| EAGLE METAL PRODUCTS INCORPOR |
| EAST COAST HOIST INC |
| ENCLOS CORPORATION |
| ENVIORMENTAL MAINT PRE APP |
| ENVIRO MAINTENANCE |
| EQUIPMENT REPAIR |
| ER GROUP L L C |
| FABRITEC STRUCTURES L L C |
| FAIRCLOTH WELDING & FABRICATIO |
| FATBOYZ ERECTING L L C |
| FLORIDA BUILDING GROUP |
| FLUOR MAINTENANCE SERVICES |
| G & R MINERAL SERVICES INC |
| G M F CONSTRUCTION L L C |
| G&L CORPORATION |
| GAMMA INSTALLATIONS INCORPORAT |
| GEM INC |
| GLASS OF MARCO |
| GLOBAL CONSTRUCTORS INC |
| GULF COAST IND MAINT PRE APPRE |
| GULF COAST INDUSTRIAL MAINT |
| GUY DERRICK STEEL ERECTORS |
| H&R INDUSTRIAL CONTRACTORS |
| HAMON CUSTODIS INC |
| HARMON INC |
| HARRIS STEEL |
| HENRY FTEICHMANNINC |
| HEWITT INDUSTRIAL CONTRACTORS |
| HODGES ERECTORS INC |
| INDUSTRIAL MAINTENANCE SERVICE |
| INTERAMERICA STAGE INCORPORATE |
| INTERNATIONAL INDUSTRIAL CONT |
| INTERSTATE ERECTING |
| IVEY'S CONSTRUCTION INC |
| JC MACHINE WORKS CORP |
| KCM MACHINE SHOP |
| KREITZ CONSTRUCTION SERVICES |
| L M HEAVY CIVIL CONSTRUCTION |
| LILJA CORPORATION |
| MACALJONSCL INC |
| MAHONING & TRUBMBULL COUNTY |
| MAX HOIST INC |
| MC DONOUGH CONSTRUCTION RENTAL |
| MCABEE CONSTRUCTION INC |
| MCCORKEL CONSTRUCTION |
| MCDONOUGH CONSTRUCTION RENTALS |
| MET-CON INC |
| MG McGRATH |
| MID-AMERICAN ELEVATOR CO |
| MIDEAST MACHINERY MOVERS INC |
| MIDWEST STEEL INC |
| MILTON J WOOD COMPANY |
| MORROW STEEL ERECTORS INC |
| MRL CONSTRUCTORS OF NEW YORK |
| NATIONAL ENCLOSURES COMPANY LL |
| NATIONAL STEEL ERECTORS CORPOR |
| NICIOLI CONSTRUCTION L L C |
| NORTH AMERICAN CONSTRUCTION |
| OWENS & PRIDGEN INC |
| PALM BEACH GLASS SPECIALTIES I |
| PALM BEACH IRON WORKS INC |
| PARSONS SAVANNAH CON |
| PAULY JAIL BUILDING CO |
| PERMASTEELISA CLADDING TECHNOL |
| PHYSICAL SECURITY L L C |
| PIONEER CLADDING & GLAZING |
| PIQUA STEEL COMPANY |
| PLATINUM SCAFFOLDING SVCS |
| PLATINUM SPECIALTY SERVICES |
| PRECAST ERECTORS INCORPORATED |
| PRECAST SERVICES INC |
| PRECISION STONE SETTING CO INC |
| PRECISION SURVIELANCE CORP |
| PRE-CON CONSTRUCTION OF TAMPA |
| PREFERRED MAINT PRE APPRENTICE |
| PREFERRED MAINTENANCE & CONSTR |
| PULLMAN POWER L L C |
| RICHMOND COUNTY CONSTRUCTORS |
| SARENS USA INC |
| SAUER GROUP INC |
| SAVANNAH RIVER NUCLEAR |
| SAVANNAH RIVER REMEDIATION L L C |
| SCHUFF STEEL COMPANY |
| SDB ENGINEERS & CONSTRUCTORS I |
| SEACOMM ERECTORS |
| SFC CONTRACT SERVICES OF GEORG |
| SMYRNA RIGGING COMPANY |
| SOUTHEAST MECHANICAL |
| SPAN SYSTEMSINC |
| STEEL CONSTRUCTION SPECIALISTS |
| STEPHEN BAILEY CONTRACTOR SERV |
| STONE INDUSTRIAL CONTRACTORS I |
| STRONG TOWER BUILDING ENVELOPE |
| SUPERIOR RIGGING & ERECTING CO |
| TENNESSEE VALLEY IND |
| TEXAS IRON WORKERS |
| TEXAS SCENIC COMPANY |
| THE BOLDT COMPANY |
| THE MECHANICAL SHOP |
| THE SCHAEFER GROUP |
| THE WALT DISNEY CO (BVCC) |
| THOMPSON CONSTRUCTION GROUP IN |
| TITAN REINFORCING L L C |
| TNT MAINTENANCE & ERECTORS |
| TURGO L L C |
| TWS FABRICATORS INC |
| US MECHANICAL CONTRACTORS |
| UNISOURCE SIGN |
| UNITED STEEL WORKS INC |
| UNLIMITED WELDING INC |
| VERTICAL LIFTING |
| VIKING ERECTORS CORP |
| VULCAN INDUSTRIAL |
| WW GAY MECH CONTRACTOR INC |
| WW GAY MECHANICAL PRE APPREN |
| WEAVER STEEL CONSTRUCTION |
| WILLIAMS ERECTION COMPANY |
| WILLIAMS PLANT SERVICES L L C |
| WILLIS STEEL L L C |
| 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |