MO-KAN IRON WORKERS WELFARE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MO-KAN IRON WORKERS WELFARE FUND (EIN 43-6051454)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-12-16
- IRS object ID
- 201903509349301600
- 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 | 2019-12-16T14:46:24-06:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436051454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MO-KAN IRON WORKERS WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MO-K | BusinessNameControlTxt |
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E COLEMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167562164 | PhoneNum |
| Signature | 2019-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE B KIMBROUGH | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 8164721122 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.197.31.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-16 | IPDt |
| IP Tm | 14:31:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7C670ECD1F075128E6EB269AC02CF33DAEB1094 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID E COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 10TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,204,900 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | 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 | $12,318,809 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,193,937 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,322,144 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,697,608 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,066 | PYOtherRevenueAmt |
| CY Other Revenue | $3,384 | CYOtherRevenueAmt |
| PY Total Revenue | $14,665,019 | PYTotalRevenueAmt |
| CY Total Revenue | $14,894,929 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $16,615,438 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $17,187,091 | 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 | $1,067,602 | PYOtherExpensesAmt |
| CY Other Expenses | $1,090,075 | CYOtherExpensesAmt |
| PY Total Expenses | $17,683,040 | PYTotalExpensesAmt |
| CY Total Expenses | $18,277,166 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,018,021 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,382,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,560,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,575,767 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $566,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $669,626 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,993,682 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,906,141 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 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 | 986 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 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 | BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY SUITE 108 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID E COLEMAN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL ROACH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD E GREENWELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN KURITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT HERZBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY EZZELL | ||||||
| TRUSTEE | 1.00 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEGAL CONSULTING | |||||
| 333 WEST 34TH STREET | NEW YORK | NY | 10001 | CONSULTING | $252,164 |
| WILSON-MCSHANE CORPORATION | |||||
| 3100 BROADWAY SUITE 805 | KANSAS CITY | MO | 64111 | THIRD-PARTY ADMINISTRATORS | $248,000 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | |||||
| PO BOX 644546 | PITTSBURGH | PA | 15264 | PREFERRED PROVIDER ADMINISTRATION | $226,380 |
| ARNOLD NEWBOLD WINTER & JACKSON | |||||
| 1125 GRAND BLVD | KANSAS CITY | MO | 64106 | LEGAL SERVICES | $126,358 |
| ZIEGLER CAPITAL MANAGEMENT LLC | |||||
| 501 N BROADWAY 500 | ST LOUIS | MO | 63102 | INVESTMENT MANAGEMENT | $104,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $12,252,400 | $12,252,400 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $941,537 | $941,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,193,937 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $718,391 | TotalRevenueColumnAmt |
| Exclusion | $718,391 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,289,188 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,309,971 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $979,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $979,217 | TotalRevenueColumnAmt |
| Exclusion | $979,217 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,384 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,384 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,894,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,197,321 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,697,608 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,187,091 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,800 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,659 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,200 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,797 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,787 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,530 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK FEES | $15,692 |
| POSTAGE AND PRINTING | $14,393 |
| OTHER EXPENSES | $3,217 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,277,166 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,608 | BOYAmt |
| EOY | $1,002,044 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,019,775 | BOYAmt |
| EOY | $1,686,293 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,688 | BOYAmt |
| EOY | $1,139,760 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,692,982 | BOYAmt |
| EOY | $24,296,406 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,077 | BOYAmt |
| EOY | $451,264 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,560,130 | BOYAmt |
| EOY | $28,575,767 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,946 | BOYAmt |
| EOY | $495,771 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,502 | BOYAmt |
| EOY | $173,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,448 | BOYAmt |
| EOY | $669,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $32,993,682 | BOYAmt |
| EOY | $27,906,141 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,993,682 | BOYAmt |
| EOY | $27,906,141 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,560,130 | BOYAmt |
| EOY | $28,575,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,382,237 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,705,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER FUNDS | $153,778 |
| RECIPROCAL TRANSFERS PENDING | $20,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $173,855 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,189,625 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,705,304 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,705,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,894,929 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,894,929 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,277,166 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,277,166 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,277,166 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCATED TO THE VARIOUS PLANS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WILSON-MCSHANE CORPORATION, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, APPROVED BY THE CHAIRMAN AND THE SECRETARY, AND THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MO-KAN IRON WORKERS APPRENTICESHIP PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130597 | EMPLOYEE BENEFITS | MO | 501(C)(9) | 0 |
| MO-KAN IRON WORKERS PENSION PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
| MO-KAN IRON WORKERS ANNUITY PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| BHI SPECIALTY SERVICES LLC |
| D & M STRUCTURAL ERECTION LLC |
| FIVE THIRTY MECHANICAL LLC |
| HARRIS DAVIS REBAR LLC |
| HORTON STEEL LLC |
| KELLY STEEL LLC |
| MAR-JIM CONTRACTINGLLC |
| MIDWEST REBAR LLC |
| MIDWEST TILT-UP LLC |
| RWC CONSTRUCTION LLC |
| STRUCTURFLEX LLC |
| SUPERIOR RAIL SYSTEMS LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (116 entries)
| AAA GLASS |
| ACME CONSTRUCTORSINC |
| ACME ERECTORS INC |
| ACME FENCE COMPANY |
| ADVANTAGE STEEL AND CONSTRUCT |
| AERO BRIDGEWORKS |
| A-H STEEL ERECTORS |
| A-J TECHNOLOGIES INC |
| AMERICAN BRIDGE COMPANY |
| APCOM POWER INC |
| AUTOMATIC SYSTEMS INC |
| AZCO INC |
| BABCOCK & WILCOX CONSTR |
| BADGERLAND METAL BUILDING EREC |
| BARNHART CRANE & RIGGING |
| BELGER CARTAGE SERV INC |
| BEN HUR CONSTRUCTION CO |
| BUILDERS STEEL CO |
| BUILDING ERECTION (RAYTOWN) |
| CALIFORNIA FIELD IRONWORKERS |
| CDI INDUSTRIAL & MECHANICAL |
| CLARKSON CONSTRUCTION |
| CMF GROUP |
| COLLINS AND HERMANN INC |
| COMMERCIAL CONTRACTING |
| CONCORP INC |
| COST OF WISCONSIN INC |
| D & S FENCING CO INC |
| D&K WELDING SERVICES INC |
| DANNY'S CONSTRUCTION CO |
| DAY & ZIMMERMANN NPS INC |
| DES MOINES IW PEN-H&W-ANNUITY |
| DOHERTY STEEL INC |
| DON SCHNIEDERS EXCAVATI |
| E L CRAWFORD CONST INC |
| ENCLOS CORP |
| ENERFAB POWER & INDUSTRIAL |
| EPIC CONCRETE CONSTRUCTION |
| EWELL CONSTRUCTION INC |
| FOLEY COMPANY |
| FULSOM BROTHERS INC |
| GAMMA INSTALLATIONS |
| GATEWAY BUILDING PRODUCTS |
| GEORGE SHAW CONSTRUCTION |
| GLASS DESIGN INC |
| GRIFFITH STEEL ERECTION INC |
| HAGGARD HAULING & RIGGI |
| I W ST LOUIS DISTRICT COUNCIL |
| INTERMOUNTAIN IW TRUST FUNDS |
| IRONWORKERS LOCAL #10 |
| IW DCNEW ENGLAND P H&W ANNUIT |
| IW EMPLOYEES BENEFIT CORP |
| IW LOCAL #17 FRINGE BENEFITS |
| IW LOCAL 28 COMBINED FUNDS |
| IW LOCALS 549 & 550 |
| IW OF WESTERN PENNSYLVANIA |
| J E DUNN CONST CO |
| JAMES H DREW CORP |
| JAYHAWK MILLWRIGHT & |
| JONES-BLYTHE CONSTRUCTION CO |
| KCI INC |
| KIEWIT POWER CONSTRUCTORS |
| KISSICK CONSTRUCTION CO |
| KONECRANES INC |
| L G BARCUS AND SONS |
| LANE IRON WORKS |
| LAWSON STEEL ERECTION |
| LEAVCON II INC |
| LEHR CONST CO |
| LIBERTY ERECTION INC |
| LICO STEEL INC |
| LIFT INC |
| LILJA CORP |
| M BARQ REINFORCING INC |
| MA MORTENSON CO |
| MAXIM CRANE WORKS |
| MC INDUSTRIAL INC |
| MCDONOUGH CONSTRUCTION RENTALS |
| METAL LATHERS LOCAL 46 |
| MIDLAND STEEL ERECTION |
| MID-SOUTH IRON WORKERS WELFARE |
| MIDWEST CRANE & RIGGING |
| MIDWEST STEEL INC |
| MO-KAN IRON WORKERS APPR |
| MUSSELMAN & HALL CONTRACTORS |
| NANCO STEEL ERECTORS |
| NATIONAL STEEL CONSTRUCTION |
| NORTHWEST IRONWORKERS TRUST |
| PHILLIPS HARDY |
| PRECISION SURVEILLANCE CORP |
| PSR CONSTRUCTION INC |
| PULLMAN POWER PRODUCTS |
| RAND CONSTRUCTION CO |
| REALM CONSTRUCTION INC |
| RED CEDAR STEEL ERECTORS |
| REGIONAL DISTRICT COUNCIL |
| RIVER CITY REBAR |
| SARENS USA INC |
| SCHUFF STEEL COMPANY |
| SEACOMM ERECTORS |
| SKYLINE STRUCTURAL STEEL |
| SOUTHEASTERN IW WELFARE FUND |
| STERLING BOILER & MECHANICAL |
| STRONG TOWER BUILDING DBA KOCH |
| SUPERIOR STEEL |
| TEXAS IRONWORKERS TRUST FUNDS |
| THE BOLDT COMPANY |
| THE IOWA LABORES DC H & W FUND |
| THREE FEATHERS CONSTRUCTION |
| TWIN CITY IW FRINGE BENEFITS |
| UNITED REBAR INC |
| URBANSKI BUILDERS |
| VEE-JAY CEMENT CONTRACTING |
| WESTERN FIREPROOFING |
| WHITE CONSTRUCTION CO INC |
| WOLF CONSTRUCTION INC |
| 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 |