OHIO STATE PLUMBERS AND PIPEFITTERS WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE PLUMBERS AND PIPEFITTERS WELFARE FUND (EIN 23-7169770)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-18
- IRS object ID
- 202031399349300338
- Schema version
- 2018v3.1
- 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 | 2020-05-18T10:42:11-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237169770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE PLUMBERS | BusinessNameLine1Txt |
| Business Name Line2 | & PIPEFITTERS HEALTH AND WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 8663013776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BOULEVARD OF THE ALLIES FLOOR 5 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8663013776 | PhoneNum |
| Signature | 2020-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J ANNESS | PreparerPersonNm |
| PTIN | P00172345 | PTIN |
| Phone | 3305339777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.23.5.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-29 | IPDt |
| IP Tm | 09:09:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DF8CC953E7F939060A1E50D8467AC74853B587E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36DA3713446091C10890F2A776EE9EE187CA2485 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF WHITE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FRONT ST | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,476,895 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MEDICAL, DISABILITY, VISION, AND LIFE INSURANCE BENEFITS TO ELIGIBLE UNION MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | 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 | $17,371,460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,712,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $800,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $418,431 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,169,969 | PYOtherRevenueAmt |
| CY Other Revenue | $1,385,028 | CYOtherRevenueAmt |
| PY Total Revenue | $21,341,882 | PYTotalRevenueAmt |
| CY Total Revenue | $21,516,447 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,217,612 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $15,951,780 | 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 | $396,123 | PYOtherExpensesAmt |
| CY Other Expenses | $445,254 | CYOtherExpensesAmt |
| PY Total Expenses | $21,613,735 | PYTotalExpensesAmt |
| CY Total Expenses | $16,397,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$271,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,119,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,238,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,171,479 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,664,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,972,112 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,574,431 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,199,367 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE MEDICAL, DISABILITY, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPATING UNION MEMBERS. | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 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 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 53 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 6 | 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 | Yes (1) | 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 | CDS ADMINISTRATORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8663013776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BLVD OF THE ALLIES FIFTH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JEFF WHITE | |||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| R KEITH POOL | |||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| TIM ELY | |||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| KEVIN WITUCKY | |||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| PHIL MCEVOY | |||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| HEATH JOHNSON AS OF 6619 | |||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| CHAD E WALKER THRU 9118 | |||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 |
| KALMAN POTTER THRU 6619 | |||||
| EMPLOYER TRUSTEE | 0.50 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDS ADMINISTRATORS INC | |||||
| 60 BLVD OF THE ALLIES FLOOR 5 | PITTSBURGH | PA | 15222 | PLAN ADMINISTRATION | $134,823 |
| SEGAL COMPANY | |||||
| 333 W 34TH STREET | NEW YORK | NY | 10001 | CONSULTING | $104,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH BENEFIT CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,712,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,712,988 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,712,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,381 | TotalRevenueColumnAmt |
| Exclusion | $501,381 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,877,498 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,960,448 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$82,950 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,950 | TotalRevenueColumnAmt |
| Exclusion | -$82,950 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRESCRIPTION REBATE | 900099 | $785,809 | $785,809 |
| STOP LOSS CLAIM REIMBURSEMENT | 900099 | $520,880 | $520,880 |
| SUBROGATION RECOVERY | 900099 | $78,339 | $78,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,385,028 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,516,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,098,016 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $418,431 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,951,780 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,132 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,360 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,515 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,776 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,395 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK CHARGES | $15,890 |
| OTHER EXPENSE | $10,471 |
| DISABILITY W/H | $5,305 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,397,034 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,014,704 | BOYAmt |
| EOY | $9,104,416 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,284,536 | BOYAmt |
| EOY | $1,987,565 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,855 | BOYAmt |
| EOY | $11,895 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,388,765 | BOYAmt |
| EOY | $5,772,873 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,542,074 | BOYAmt |
| EOY | $13,294,730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,238,934 | BOYAmt |
| EOY | $30,171,479 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,001,103 | BOYAmt |
| EOY | $4,065,412 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,663,400 | BOYAmt |
| EOY | $5,906,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,664,503 | BOYAmt |
| EOY | $9,972,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,574,431 | BOYAmt |
| EOY | $20,199,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,574,431 | BOYAmt |
| EOY | $20,199,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,238,934 | BOYAmt |
| EOY | $30,171,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,119,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $748,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$243,300 | 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 (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ISHARES RUSSELL 3000 INDEX | $4,795,572 | F |
| BAIRD SHORT-TERM BOND FUND | $8,499,158 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,294,730 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED LIABILITY RESERVE | $4,809,700 |
| ESTIMATED LIABILITY IBNR | $1,097,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,906,700 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,265,270 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $748,823 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $748,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,516,447 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,516,447 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,397,034 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,397,034 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,397,034 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY AN ADMINISTRATOR AND THE CONTROLLER OF THE THIRD PARTY ADMINISTRATOR'S OFFICE. COPIES OF THE FORM 990 ARE THEN DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICIES ARE MAILED OUT ANNUALLY TO ALL BOARD OF TRUSTEE MEMBERS. THE MEMBERS SIGN AND RETURN THE POLICIES TO ENSURE COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL DOCUMENTS OPEN TO PUBLIC INSPECTION AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ACCUM. EST. LIAB 11,500. CHANGE IN PENDING-IBNR RESERV -254,800. |
| FORM 990, PART XII, LINE 2C: | FORM 990, PART XI, LINE 2C, OVERSIGHT COMMITTEE OF THE AUDIT/AUDITOR: THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (88 entries)
| ABM BUILDING SOLUTIONS LLC |
| AECOM ENERGY & CONSTRUCTION |
| AGGRESSIVE MECHANICAL INC |
| A-PLUMBING |
| ATLANTIC PLANT MAINTENANCE INC |
| AIR COMFORT INC |
| BRUNER |
| BUCKEYE MECHANICAL CONTRACTING |
| C L MCGUIRE INC |
| CARRIER CORPORATION |
| CARVERS ELECTRIC PLUMBING AND HEATING INC |
| CATTRELL COMPANIES |
| CHAPMAN CORPORATION |
| COLEMAN SPOHN |
| COLUMBUS BUILDING SERVICE |
| CRYOGENIC CONSTRUCTION INC |
| DAVIS PICKERING & CO |
| DAY & ZIMMERMANN |
| DEBRA-KUEMPEL |
| DUNBAR MECHANICAL |
| ENERFAB POWER & INDUSTRIAL |
| FARBER CORPORATION |
| FAZIO MECHANICAL SERVICES INC |
| FLICKINGER PIPING CO |
| FORT STEUBEN MAINT INC |
| GENERAL TEMPERATURE CONTROL |
| GRAE-CON PROCESS PIPING |
| H E NEUMANN CO |
| INDUSTRIAL CONTRACTORS SKANSKA INC |
| INGERSOLL-RAND COMPANYTRANE |
| JACOBS INDUST SVCS INC |
| JOHNSON CONTROLS |
| JOHNSONS PLUMBING & HEATING CO |
| KAUFFMAN PLUMBING AND HEATING CO |
| KIRK WILLIAMS SERVICE COMPANY |
| LIMBACH COMPANY LLC - OHIO |
| LUCAS PLUMBING AND HEATING INC |
| MCCARL'S INC |
| MORGAN MECHANICAL INC |
| MORRISON INC |
| NBW INC |
| NORTHERN REFRIGERATION SYSTEMS |
| PETERMAN PLUMBING AND HEATING INC |
| PHILIP WAGNER PLBG |
| PIONEER PIPEPIONEER GROUP |
| PROFESSIONAL PLUMBING SERVICES INC |
| R G SMITH OF DOVER |
| REFRIGERATION SPECIALTIES CO |
| ROGER TOUVELL HEATING AC & REFRIG |
| ROTH |
| SAUER GROUP INC (ALSO SAUER TECHNICAL SERVICES) |
| SONGER STEEL SERVICES |
| SPEER MECHANICAL |
| STANDARD PLUMBING & HEATING CO |
| SYNGERGY MECHANICAL CONTRACTORS INC |
| WAGNER-MEINERT LLC |
| WECAN FABRICATORS LLC |
| WILKES PLUMBING & HEATING |
| AIRCO WELDING SERVICES INC |
| BONTRAGER MECHANICAL |
| CEDAR POINT |
| CR MEYER AND SONS CO |
| CONTI CORP |
| DASCO INC |
| ERSHIGS INC |
| MCGRAWKOKOSING |
| MORRONE MECHANICAL |
| MURPHY CONSOLIDATED INDUSTRIES INC |
| SPECIAL INSTALLATIONS |
| STEVENS ENGINEERS |
| SUPERIOR MECHANICAL (BUILDING) SERVICES |
| UNITED CONSTRUCTION COMPANY INC |
| VEC INC |
| DPC FABRICATION (A DIVISION OF DAVIS PICKERING) |
| DELUCA PLUMBING |
| DUALTEMP OF ILLINOIS - CLAUGER |
| FINNEY REFRIGERATION |
| IHP INDUSTRIAL INC |
| KIEWIT POWER CONSTRUCTORS CO |
| MATRIX NAC |
| ONTARIO MECHANICAL |
| PROUT BOILER HEATING & WELDING INC |
| RAMSEY CONSTRUCTION |
| R G SMITH CO INC |
| W G TOMKO |
| WELLSVILLE CONSTRUCTION COMPANY LLC |
| WESTERN RESERVE MECHANICAL |
| WHISLER PLUMBING & HEATING |
| 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 |