IRON WORKERS LOCAL 395 TRUST FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS LOCAL 395 TRUST FUND (EIN 35-6327302)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-29
- IRS object ID
- 201943029349300539
- 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 | 2019-10-29T14:35:19-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 INDIANAPOLIS BOULEVARD SUITE | AddressLine1Txt |
| Address Line2 | 103 | AddressLine2Txt |
| City | SCHERERVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356327302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRONWORKERS LOCAL 395 TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRON | BusinessNameControlTxt |
| Phone | 3126491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY CHIDESTER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3126491200 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENEE SPECK | PreparerPersonNm |
| PTIN | P00201492 | PTIN |
| Phone | 3123680500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.235.239.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 14:36:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 93A4F84426990A9A61EBC632D98786EB8E4F1B1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY CHIDESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,099,296 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 36 | 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 | $16,288,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,187,326 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,810,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,666,788 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $88 | CYOtherRevenueAmt |
| PY Total Revenue | $19,099,042 | PYTotalRevenueAmt |
| CY Total Revenue | $19,854,202 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,589,907 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $15,171,957 | 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 | $784,642 | PYOtherExpensesAmt |
| CY Other Expenses | $605,887 | CYOtherExpensesAmt |
| PY Total Expenses | $16,374,549 | PYTotalExpensesAmt |
| CY Total Expenses | $15,777,844 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,724,493 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,076,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,922,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,514,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $166,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,445,470 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,756,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,068,851 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE, ACCIDENTAL DEATH & DISMEMBERMENT, DENTAL, AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND 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 |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVENUE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY CHIDESTER | ||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $137,880 | $61,332 |
| STEVE MICHAELS | ||||||
| EMP TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL TIPTON | ||||||
| EMP TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON WARE JR | ||||||
| UNION TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $140,244 | $61,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $278,124 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 18861 90TH AVE STE A | MOKENA | IL | 60448 | THIRD PARTY ADMINISTATOR | $257,269 |
| STEWART C MILLER & CO INC | |||||
| 2111 WEST LINCOLN HIGHWAY | MERRILLVILLE | IN | 46410 | PROVIDES ADMINISTRATIVE SERVICES | $134,195 |
| FOSTER & FOSTER | |||||
| 184 SHUMAN BLVD SUITE 305 | NAPERVILLE | IL | 60563 | ACTUARIAL | $116,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIB. | 900099 | $15,529,675 | $15,529,675 |
| PARTICIPANT CONTRIB. | 900099 | $2,278,601 | $2,278,601 |
| PRESCRIPTION REBATES | 900099 | $359,682 | $359,682 |
| SUBROGATION | 900099 | $19,368 | $19,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,187,326 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,965,128 | TotalRevenueColumnAmt |
| Exclusion | $1,965,128 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,946,754 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,245,094 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$298,340 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$298,340 | TotalRevenueColumnAmt |
| Exclusion | -$298,340 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $88 | TotalRevenueColumnAmt |
| Exclusion | $88 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $88 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,854,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,187,326 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,666,876 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,171,957 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,128 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,083 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,269 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,137 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,954 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,239 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,954 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $6,654 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,777,844 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,569,456 | BOYAmt |
| EOY | $6,859,477 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152 | BOYAmt |
| EOY | $8,002 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,535 | BOYAmt |
| EOY | $1,675,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,556 | BOYAmt |
| EOY | $253,639 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,716,858 | BOYAmt |
| EOY | $47,674,976 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,080 | BOYAmt |
| EOY | $42,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,922,637 | BOYAmt |
| EOY | $56,514,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,352 | BOYAmt |
| EOY | $253,339 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,192,131 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,352 | BOYAmt |
| EOY | $1,445,470 | 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 | $53,756,285 | BOYAmt |
| EOY | $55,068,851 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,756,285 | BOYAmt |
| EOY | $55,068,851 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,922,637 | BOYAmt |
| EOY | $56,514,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,076,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,763,792 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BROKER - NET | $42,492 |
| DUE TO RELATED ORGANIZATIONS | $1,149,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,192,131 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,065,273 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,763,792 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,763,792 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,829,065 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,137 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,137 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,854,202 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,752,707 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,752,707 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,137 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,137 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,777,844 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN WAS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY CHIDESTER | ||||||||||||||
| UNION TRUSTEE | $0 | $137,880 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $61,332 | $0 | $199,212 | $0 | $0 |
| RON WARE JR | ||||||||||||||
| UNION TRUSTEE | $0 | $140,244 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $61,332 | $0 | $201,576 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES HAS DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO ZENITH AMERICAN SOLUTIONS, AS THIRD PARTY ADMINISTRATOR OF THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES REVIEW THE FORM AND UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| IW LOCAL 1 CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 10 MO-KANSAS | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 136 CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 147 FORT WAYNE | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 17 CLEVELAND OH | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 21 OMAHA NE | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 22 INDIANAPOLIS | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 25 DETROIT | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 28 RICHMOND | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 290 DAYTON | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 292 SOUTH | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 377 SAN FRANCISCO | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 383 MADISON | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 387 ATLANTA | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 395 | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 396 ST LOUIS | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 512 MIN-ST PAUL | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 55 TOLEDO OH | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 58 NEW ORLEANS | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 63 CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 70 LOUISVILLE | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 79 NORFOLK VA | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 8 MILWAUKEE | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 84 HOUSTON | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 92 BIRM AL | |
| CONTRIBUTING EMPLOYER | 0 |
| IW TRI-STATE WELFARE | |
| CONTRIBUTING EMPLOYER | 0 |
| IW LOCAL 395 JATC | |
| CONTRIBUTING EMPLOYER | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|
| C S C IND'L LLC | ||
| CONTRIBUTING EMPLOYER | 0 | 0 |
| TONN & BLANK CONSTR LLC | ||
| CONTRIBUTING EMPLOYER | 0 | 0 |
| STEVE'S DOOR SERVICE LLC | ||
| CONTRIBUTING EMPLOYER | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (89 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 4 S ERECTION INC | |
| CONTRIBUTING EMPLOYER | 0 |
| A C IRON LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| AACT ADVANCED CRANE | |
| CONTRIBUTING EMPLOYER | 0 |
| A C M S GROUP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| A M S IND'L LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| A R S CONTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ACORN FENCE & CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AMBAR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ANCHOR CONVEYOR SOUTH BEND | |
| CONTRIBUTING EMPLOYER | 0 |
| ALL ACCESS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| ALL AMER STEEL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AMEX NOOTER LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| B M W CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BRIESER CONSTR CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CHICAGO ORNAMENTAL IRON | |
| CONTRIBUTING EMPLOYER | 0 |
| CLAUSEN STRUCTURES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COST OF WI INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DANNY'S CONTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DAYS CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| DIAMOND CONSTRUCTION CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DOOR SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUG & STEVE CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DREW JAMES H CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| ERICKSON'S INC | |
| CONTRIBUTING EMPLOYER | 0 |
| FLATROCK ERECTING | |
| CONTRIBUTING EMPLOYER | 0 |
| FORT WAYNE REINFORCING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| G & L CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| FLUOR CONSTRUCTOR INTERNATIONAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GATEWAY CONSTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GRAYCOR COMPANIES | |
| CONTRIBUTING EMPLOYER | 0 |
| HASSE CONSTRUCTION CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GURTZWEILER INC HEN | |
| CONTRIBUTING EMPLOYER | 0 |
| HAMPTON IRONWORKS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARMON STEEL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARRIS DAVIS REBAR | |
| CONTRIBUTING EMPLOYER | 0 |
| HAYES MECH INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HOOSIER CRANE SERVICE CO | |
| CONTRIBUTING EMPLOYER | 0 |
| IL CONSTR CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| IND'L MATERIAL SUPPLY INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JOLIET STEEL CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KEVIN NUGENT CONSTRUCTION | |
| CONTRIBUTING EMPLOYER | 0 |
| INDUSTRIAL DOOR OF NORTHERN INDIANA | |
| CONTRIBUTING EMPLOYER | 0 |
| KIEWIT POWER CONSTRS | |
| CONTRIBUTING EMPLOYER | 0 |
| KEY WEST METAL INDUSTRIES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| KVM DOOR SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LA PORTE CONSTR CO | |
| CONTRIBUTING EMPLOYER | 0 |
| LARSON-DANIELSON CONSTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LILJA CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| M&M STEEL ERECTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| AMMOET US NORTH INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MATRIX NORTH AMER CO | |
| CONTRIBUTING EMPLOYER | 0 |
| MID-STATES CONCRETE CONSTR LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIC STEEL ERECTION & MECH CONTR | |
| CONTRIBUTING EMPLOYER | 0 |
| MECH & IND'L STEEL | |
| CONTRIBUTING EMPLOYER | 0 |
| METRO ELEVATOR CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CR MEYER AND SONS | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST FENCE CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST CANOPY SPECIALISTS | |
| CONTRIBUTING EMPLOYER | 0 |
| MILESTONE FENCE LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MOONCOTCH T INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MORRISON INC | |
| CONTRIBUTING EMPLOYER | 0 |
| NW IN COMM FENCE CO | |
| CONTRIBUTING EMPLOYER | 0 |
| PREMIUM CONCRETE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| PANGERE CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| PIQUA STEEL COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| PRECISION SURVEILLANCE CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| RISCH CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ROGER & SONS CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ROSS GROUP INC | |
| CONTRIBUTING EMPLOYER | 0 |
| S M INDUSTRIES | |
| CONTRIBUTING EMPLOYER | 0 |
| S & J CONSTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SSSI INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SCHECK MECH CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| SECURITY DOOR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SECURITY INDUSTRIES | |
| CONTRIBUTING EMPLOYER | 0 |
| SCHMIDT STEEL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STANDARD CARTAGE CO | |
| CONTRIBUTING EMPLOYER | 0 |
| STEVENS ENG & CONSTR INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STEVENS IRON WORKS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STERLING BOILER & MECHANICAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STRESCORE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SUPERIOR CONSTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| T & A RIGGING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TESTA STEEL CONSTRUCTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| TIE STEEL CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| TITAN REINFORCING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| JT THORPE & SON INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITED CONSTR CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| WHITE CONSTRUCTION INC | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | Yes (1) | TransferFromOtherOrgInd |