PLUMBERS LOCAL UNION NO 690 HEALTH PLAN: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS LOCAL UNION NO 690 HEALTH PLAN (EIN 23-1512313)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349311300
- Schema version
- 2017v2.3
- 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 | 2018-11-14T16:23:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232586736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DRIVE SUITE 205 | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231512313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS LOCAL UNION NO 690 HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 2156776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2791 SOUTHAMPTON ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS J MCNULTY | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 2156776900 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG D WINTERS CPA | PreparerPersonNm |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.123.47.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 17:22:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1FFE5B72DC4B4ED1ECEEE06A8A6AC6D38CD739A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9FB89652EA1FF234A3916649CED5FF5C571C7DBE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS J MCNULTY | PrincipalOfficerNm |
| Gross Receipts | $42,631,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | 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 | $24,707,635 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,329,472 | CYProgramServiceRevenueAmt |
| PY Investment Income | $904,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $965,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,612,567 | PYTotalRevenueAmt |
| CY Total Revenue | $26,294,608 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,574,661 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,925,703 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $600,358 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $669,671 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,203,578 | PYOtherExpensesAmt |
| CY Other Expenses | $1,218,900 | CYOtherExpensesAmt |
| PY Total Expenses | $22,378,597 | PYTotalExpensesAmt |
| CY Total Expenses | $21,814,274 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,233,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,480,334 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,498,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,059,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,317,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,493,796 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,181,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,565,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE EXEMPT PURPOSE OF THE PLAN IS TO PROVIDE PLAN PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. | 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 | Yes (1) | 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 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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 | THOMAS J MCNULTY ADMINISTRATOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2791 SOUTHAMPTON ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN I KANE | ||||||||
| CO-CHAIRMAN | 1.00 | 39.00 | Yes (X) | $0 | $181,540 | $135,889 | ||
| TIMOTHY J BRINK | ||||||||
| CO-CHAIRMAN | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH F MIELE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE C PEGRAM | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $133,457 | $114,163 | ||
| STEVEN KEENAN | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $153,547 | $123,196 | ||
| PATRICK J JORDAN | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $133,474 | $114,168 | ||
| RUDY BETZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER KRZYZANOWSKI | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J BEE RESIGNED | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J MCNULTY | ||||||||
| ADMINISTRATOR | 16.00 | 24.00 | $68,268 | $86,535 | $142,153 | Yes (X) | ||
| P DARBY DOYLE | ||||||||
| FIELD REPRESENTATIVE | 16.00 | 24.00 | $59,544 | $75,477 | $130,795 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $127,812 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $764,030 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $760,364 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AETNA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 JOLLY ROAD MAIL STOP U11E | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMIN SERVICE FEE | ServicesDesc |
| Compensation | $1,091,032 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RECEIPTS FROM EMPLOYER | 525100 | $23,329,726 | $23,329,726 |
| PARTICIPANT CONTRIBUTI | 525100 | $1,341,388 | $1,341,388 |
| PRESCRIPTION REBATES | 525100 | $628,643 | $628,643 |
| PRESCRIPTION SETTLEMEN | 525100 | $27,121 | $27,121 |
| EXPENSE REIMBURSEMENT | 525100 | $2,594 | $2,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,329,472 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $971,593 | TotalRevenueColumnAmt |
| Exclusion | $971,593 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,330,779 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,337,236 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,457 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,457 | TotalRevenueColumnAmt |
| Exclusion | -$6,457 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,294,608 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,329,472 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $965,136 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,925,703 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,188 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,549 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,598 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,573 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,763 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,142 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,327 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,217 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,381 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,767 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,622 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,889 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,685 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,356 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PCORI FEE | $8,109 |
| DUES AND SUBSCRIPTIONS | $4,405 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,814,274 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,142,324 | BOYAmt |
| EOY | $3,713,639 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,228,722 | BOYAmt |
| EOY | $3,484,939 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,076 | BOYAmt |
| EOY | $28,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $162,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,172 | BOYAmt |
| EOY | $38,487 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,375,940 | BOYAmt |
| EOY | $21,688,045 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,671,587 | BOYAmt |
| EOY | $10,105,863 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,498,821 | BOYAmt |
| EOY | $39,059,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,207 | BOYAmt |
| EOY | $281,323 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,096,278 | BOYAmt |
| EOY | $3,212,473 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,317,485 | BOYAmt |
| EOY | $3,493,796 | 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 | $30,181,336 | BOYAmt |
| EOY | $35,565,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,181,336 | BOYAmt |
| EOY | $35,565,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,498,821 | BOYAmt |
| EOY | $39,059,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,480,334 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $903,679 | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,455 | DepreciationAmt |
| Book Value | $38,487 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,487 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STATE STREET GLOBAL ADVISORS S&P 500 INDEX NON-QUALIFIED SECURITIES LENDING | $5,372,169 | F |
| BOYD WATERSON GSA FUND LP | $4,733,694 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,105,863 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS INCURRED BUT NOT REPORTED (IBNR) | Desc |
| Amt | $3,212,473 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,212,473 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,045,070 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $903,679 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $903,679 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,141,391 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,217 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $153,217 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,294,608 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,544,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,544,862 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,217 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $116,195 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $269,412 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,814,274 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. THE PLAN IS NO LONGER SUBJECT TO FEDERAL EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2014. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET CHANGE IN CLAIMS INCURRED BUT NOT REPORTED (IBNR) 116195. |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN I KANE | ||||||||||||||
| CO-CHAIRMAN | $0 | $181,540 | $0 | $0 | $0 | $0 | $0 | $103,188 | $0 | $32,701 | $0 | $317,429 | $0 | $0 |
| GEORGE C PEGRAM | ||||||||||||||
| TRUSTEE | $0 | $133,457 | $0 | $0 | $0 | $0 | $0 | $81,462 | $0 | $32,701 | $0 | $247,620 | $0 | $0 |
| STEVEN KEENAN | ||||||||||||||
| TRUSTEE | $0 | $153,547 | $0 | $0 | $0 | $0 | $0 | $90,495 | $0 | $32,701 | $0 | $276,743 | $0 | $0 |
| PATRICK J JORDAN | ||||||||||||||
| TRUSTEE | $0 | $133,474 | $0 | $0 | $0 | $0 | $0 | $81,467 | $0 | $32,701 | $0 | $247,642 | $0 | $0 |
| THOMAS J MCNULTY | ||||||||||||||
| ADMINISTRATOR | $68,268 | $86,535 | $0 | $0 | $0 | $0 | $48,396 | $61,345 | $14,294 | $18,118 | $130,958 | $165,998 | $0 | $0 |
| P DARBY DOYLE | ||||||||||||||
| FIELD REPRESENTATIVE | $59,544 | $75,477 | $0 | $0 | $0 | $0 | $43,387 | $54,996 | $14,293 | $18,119 | $117,224 | $148,592 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, ITEM 2A | THE FUND DOES NOT ISSUE W-2S AND SHARES CERTAIN STAFF WITH ORGANIZATIONS CONSIDERED BY THE FORM 990 INSTRUCTIONS TO BE RELATED ORGANIZATIONS. THE FUND DOES NOT HAVE ANY EMPLOYEES BUT INSTEAD THE FUND SHARES THE COSTS OF COMPENSATION, FRINGE BENEFITS AND OTHER COSTS BASED ON PERIODIC TIME STUDIES AND ANALYSES. ACCORDINGLY, THE FUND'S ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART VII, SECTION A, SCHEDULE J AND PART IX, LINES 5 THROUGH 10. THE FUND DOES REPORT CERTAIN A&S BENEFITS PAID TO MEMBERS ON W-2 FORMS WHICH GET TOTALED ON THE FORM W-3. THEREFORE, THE PLAN'S W-3 HAS 24 W-2'S ISSUED REPORTED ON FORM W-3. |
| FORM 990, PART VI, SECTION A, LINE 2 | STEVEN KEENEN AND GEORGE PEGRAM HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | PLUMBERS LOCAL UNION NO. 690 (THE UNION) HAS THE ABILITY TO APPOINT HALF OF THE TRUSTEES. THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. HAS THE ABILITY TO APPOINT TWO OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING CONTRACTORS ASSOCIATION OF PHILADELPHIA AND VICINITY HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES. THE PLUMBING AND HEATING SUPPLY HOUSE EMPLOYERS ASSOCIATION HAS THE ABILITY TO APPOINT ONE OF THE EIGHT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE PLAN'S ADMINISTRATOR AS WELL AS THE PLAN'S LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PLAN ADMINISTRATOR HAS BEEN DETERMINED BY THE BOARD OF TRUSTEES. SALARY IS A MULTIPLE OF THE LEVELS OF WAGES SET FORTH IN THE APPLICABLE COLLECTIVE BARGAINING AGREEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC. |
| FORM 990, PART VII, SECTION A, COLUMN F | CERTAIN TRUSTEES CHANGED DURING THE YEAR. ACCORDINGLY, CERTAIN AMOUNTS OF OTHER COMPENSATION FROM RELATED ORGANIZATIONS ARE ESTIMATES. |
| FORM 990, PART IV, LINE 32 | THE FUND'S INVESTMENT PROGRAM INCLUDES CASH MANAGEMENT PROCEDURES THAT MAXIMIZE EARNINGS ON TEMPORARY BALANCES BY IMMEDIATELY PURCHASING SHORT TERM INVESTMENT VEHICLES UPON THE RECEIPT OF ESSENTIALLY ALL PRINCIPAL AND INTEREST TRANSACTIONS. THIS NECESSITATES THE SELLING OF SUCH ASSETS FOR EACH PURCHASE OF LONGER-TERM INVESTMENTS. THIS CASH MANAGEMENT ACTIVITY IS INCLUDED IN PART VIII ITEM 7 BUT IS NOT CONSIDERED TO CONSTITUTE TRANSACTIONS CONSIDERED BY PART IV ITEM 32. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PEN PLAN FOR EMPLOYEES OF PLUMB 690 BENEFIT FUNDS | ||||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 236405018 | PROVIDE PENSION BENEFITS TO THE EMPLOYEES OF THE BENEFIT FUNDS OFFICE | PA | 401(A) | N/A | N/A | 0 |
| PLUMBERS LU NO 690 PENSION PLAN | ||||||||||
| 2791 SOUTHAMPTON ROAD | PHILADELPHIA | PA | 19154 | 236405018 | PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS | PA | 401(A) | N/A | N/A | 0 |
| MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA INC | ||||||||||
| 721 ARBOR WAY SUITE 40 | BLUE BELL | PA | 19422 | 231173155 | TRADE ASSOCIATION | PA | 401(A) | N/A | N/A | 0 |
| PLUMBERS LOCAL UNION NO 690 | ||||||||||
| 2791 SOUTHAMPTON RD | PHILADELPHIA | PA | 19154 | 231173153 | LABOR UNION | PA | 501(C)5 | N/A | N/A | 0 |
| PLUMBERS LU NO 690 SRP | ||||||||||
| 2791 SOUTHAMPTON RD | PHILADELPHIA | PA | 19154 | 232487320 | PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO ITS PARTICIPANTS | PA | 401(A) | N/A | N/A | 0 |
| PLUMBERS LU NO 690 MTP | ||||||||||
| 2791 SOUTHAMPTON RD | PHILADELPHIA | PA | 19154 | 236442844 | PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS | PA | 401(A) | N/A | N/A | 0 |
| PLUMBERS LU NO 690 APPRENTICESHIP PLAN | ||||||||||
| 2791 SOUTHAMPTON RD | PHILADELPHIA | PA | 19154 | 236296991 | DEFRAY THE COSTS AND EXPENSES INCIDENT TO TRAINING PLUMBERS | PA | 501(C)5 | N/A | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (114 entries)
| AT CHADWICK SERVICE CO |
| ALBERT T CHADWICK |
| BBJ MECHANICAL INC |
| BENSALEM PARK MAINTENANCE LTD |
| BINSKY & SNYDER INC |
| BJK PLBG & HTG |
| BOFINGER & BRESLIN PLUMBING |
| BURKHARDT MECH INC |
| BURNS MECH INC |
| CHURCHVILLE MECHANICAL ASSOC LLC |
| CORPORATE PIPING INC |
| DEVINE BROTHERS INC |
| DOLAN MECHANICAL |
| DOMINIC GAROFOLO MECH |
| DWD MECH CONTRACTOR INC |
| E J RAITH MECH INC |
| EAGLE MECH INC |
| ELLINGER DAVE CO |
| ELLIOTT LEWIS CORP |
| F & G MECH CORP |
| FAB-CRETE INC |
| FALASCADANIEL S |
| FERRY PLUMBING |
| FIVE STAR INC |
| FLUIDICS INC |
| GENERAL ASPHALT CO |
| HAYES MECHANICAL |
| HERMAN GOLDNER CO INC |
| J J WHITE INC |
| J P C GROUP INC |
| JR MCGEE PLUMBING |
| JOHN J BEE INC |
| KASER MECHANICAL LLC |
| KOHLER JOHN C CO |
| KRZYZANOWSKI |
| LGB MECHANICAL INC |
| LIBERTY MECHANICAL SERVICES |
| LIMA COMPANY |
| LIMBACH COMPANY LLC |
| L-M SERVICE CO INC |
| LOR-MAR MECH SER INC |
| MBR CONSTRUCTION SERVICES |
| MCCLOSKEY INC |
| MCGINN KEVIN |
| MECO CONSTRUCTORS INC |
| MEGA CONSTRUCTION |
| MELONEY EDWARD J INC |
| MIELE PLBG & HTG |
| MWI MECHANICAL |
| MY LEAK PLUMBING |
| NAGEL-LAVIN INC |
| P M C MECHANICAL LP |
| PHILA HOUSING AUTHOR |
| PHILADELPHIA EAGLES |
| QUAKER MECHANICAL INC |
| REDEVELOPMENT AUTHO |
| RIVER MECHANICAL INC |
| SCANLON ASSOCIATES INDUSTRIAL |
| SCOTT MECH INC |
| SDA INC |
| SERCO INC |
| SPECTRUM |
| STAR PLUMBING |
| TANDEM ASSOC INC |
| THE PHILLIES |
| TKELLY INC |
| TRACEY MECH INC |
| VOEGELE MECHANICAL INC |
| WEST CHESTER MECHANICAL CONT INC |
| SURETY MECH SERVICES |
| ROSATI MECHANICAL INC |
| PARADIGM MECHANICAL |
| JJM PLUMBING CO |
| JF HIERHOLZER MECH & ELEC |
| JOHN HEDRICK PLUMBING |
| D'ANGELO BROS INC |
| ENELL MCINTOSH MECHANICAL LLC |
| DELONG SERVICE CO INC |
| PRECISION PIPING INC |
| STEPH SIN INC |
| H T LYONS INC |
| ADVANCED SPECIALTY CONTRACTORS LLC |
| MULCO MECHANICAL |
| MID-ATLANTIC MECHANICAL |
| RAMOS & ASSOCIATES INC |
| LUCKY MECHANICAL LLC |
| STONE HILL CONTRACTING CO INC |
| MCALORUM PLUMBING LLC |
| MOY & LINDER MECHANICAL LLC |
| GM MECHANICAL |
| BETZ WILLIAM JR INC |
| COONEY BROTHERS INC |
| DEACON IND SUPPLY CO |
| ECONOMY PLBG SUPP CO |
| GROVE SUPPLY INC |
| H M HILLMAN BRASS |
| PENNYPACK SUPPLY INC |
| THE LABOV |
| HAJOCA CORP (WEINSTEIN) |
| CSHARKEY ENTERPRISES INC |
| FRANCO MECHANICAL CONTRACTORS INC |
| PARKER LEN ASSOC INC |
| THE WARKO GROUP |
| US PIPING INC |
| VINCENT POOLS INC |
| EAST COAST CONSTRUCTORS INC |
| CHESTER POOL SYSTEMS INC |
| M E B PLUMBING LLC |
| ATHENA CONTRACTING INC |
| RICKBORN INDUSTRIAL SRV & ERECTORS |
| THOMAS P CARNEY INC |
| KIEWIT POWER CONSTRUCTORS CO |
| SOUTHLAND INDUSTRIES |
| GOLDEN & COWEN |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R: | FormAndLineReferenceDesc |
| Explanation | THE PLAN UNDERSTANDS THE IRS CALLS FOR ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, THAT ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990 ARE TO BE REPORTED LISTING ONLY THEIR NAME, ON SCHEDULE R. HOWEVER, TO PROPERLY COMPLETE SCHEDULE R CERTAIN INFORMATION IS NEEDED FOR EACH EMPLOYER. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS BASED ON AVAILABLE INFORMATION. THE TYPE OF ENTITY WAS CONSIDERED TO BE A C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE THE TYPE OF ENTITY. | ExplanationTxt |