BOILERMAKERS NATIONAL HEALTH & WELFARE FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOILERMAKERS NATIONAL HEALTH & WELFARE FUND (EIN 36-6090694)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349302470
- 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 | 2018-11-12T10:21:19-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 366090694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOILERMAKERS NATIONAL HEALTH & WELFARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOIL | BusinessNameControlTxt |
| Phone | 9133426555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 754 MINNESOTA AVENUE NO 110 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE TRAXLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9133426555 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG BERTOSSI | PreparerPersonNm |
| PTIN | P00637990 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 08:55:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBE5E9100BD705C5801F05FB9419F1388E8E9FDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0F6CED516730F26F6D929EFCCC55701A57CAC9CA | 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 | RONNIE TRAXLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 754 MINNESOTA AVENUE NO 110 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $960,813,592 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BNF-KC.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | 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 | $251,218,440 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $241,237,119 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,237,773 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,427,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $220,165 | PYOtherRevenueAmt |
| CY Other Revenue | $225,282 | CYOtherRevenueAmt |
| PY Total Revenue | $304,676,378 | PYTotalRevenueAmt |
| CY Total Revenue | $262,889,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $246,190,945 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $238,305,227 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $851,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $899,536 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,031,596 | PYOtherExpensesAmt |
| CY Other Expenses | $7,588,719 | CYOtherExpensesAmt |
| PY Total Expenses | $255,073,911 | PYTotalExpensesAmt |
| CY Total Expenses | $246,793,482 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,602,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,096,074 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $955,180,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,009,425,985 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,355,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,177,317 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $877,825,198 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $954,248,668 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS FOR 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 | 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 | Yes (1) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONYA PAVELAC-WALKER | PersonNm |
| Phone | 9139067497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 754 MINNESOTA AVENUE NO 110 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RONNIE TRAXLER | |||||||
| MANAGEMENT TRUSTEE - CHAIR | 1.77 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN FULTZ | |||||||
| SEE SCHEDULE O | 1.19 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK GALLAGHER | |||||||
| SEE SCHEDULE O | 1.92 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN CAMMUSO | |||||||
| MANAGEMENT TRUSTEE | 0.62 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| J MICHAEL CARROLL | |||||||
| MANAGEMENT TRUSTEE | 1.69 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE DOLAN | |||||||
| MANAGEMENT TRUSTEE | 0.85 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH REYNOLDS | |||||||
| MANAGEMENT TRUSTEE | 0.69 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| NELSON JORDAN | |||||||
| MANAGEMENT TRUSTEE-VICE | 0.73 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK KEFFELER | |||||||
| SEE SCHEDULE O | 1.08 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CLARK JR | |||||||
| SEE SCHEDULE O | 0.31 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CLAY HERFORD | |||||||
| SEE SCHEDULE O | 0.62 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HUGHES | |||||||
| SEE SCHEDULE O | 1.15 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH LEWANDOWSKI | |||||||
| SEE SCHEDULE O | 0.31 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| SHELDON TRAXLER | |||||||
| MANAGEMENT TRUSTEE | 1.08 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WEST | |||||||
| SEE SCHEDULE O | 0.77 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MULCONNERY | |||||||
| SEE SCHEDULE O | 0.77 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER O'NEILL | |||||||
| SEE SCHEDULE O | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| LORI JASPERSON | |||||||
| CHIEF OPERATIONS OFFICER | 23.30 | 46.70 | Yes (X) | $70,992 | $171,787 | $80,794 | |
| MARIO RODRIQUEZ | |||||||
| CHIEF INVESTMENT OFFICER | 10.00 | 40.00 | Yes (X) | $50,025 | $209,554 | $75,636 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $121,017 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $381,341 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,430 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | |||||
| 900 COTTAGE GROVE RD BLOOMFIELD C | BLOOMFIELD | CT | 06002 | ADMINISTRATIVE SERVICES | $11,279,798 |
| WILSON-MCSHANE CORPORATION | |||||
| 754 MINNESOTA AVE | KANSAS CITY | KS | 66101 | MANAGEMENT SERVICES | $2,296,359 |
| INVESCO CORE REAL ESTATE | |||||
| 1101 CALIFORNIA ST SUITE 475 | KANSAS CITY | KS | 66101 | INVESTMENT MANAGER | $749,997 |
| NATIONAL INVESTMENT SERVICES | |||||
| 777 E WISCONSIN AVE SUITE 2350 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGER | $537,702 |
| AMERICAN CORE REALTY FUND LLC | |||||
| 801 N BRAND BLVD SUITE 800 | GLENDALE | CA | 91203 | INVESTMENT MANAGER | $463,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $187,520,049 | $187,520,049 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $44,971,885 | $44,971,885 |
| PRESCRIPTION REBATES | 525100 | $8,523,071 | $8,523,071 |
| DELINQUENT EMPLOYER INTEREST | 525100 | $218,249 | $218,249 |
| MEDICARE SUBSIDY | 525100 | $3,865 | $3,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $241,237,119 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,069,354 | TotalRevenueColumnAmt |
| Exclusion | $18,069,354 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $701,281,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $697,924,036 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,357,801 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,357,801 | TotalRevenueColumnAmt |
| Exclusion | $3,357,801 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $225,282 | TotalRevenueColumnAmt |
| Exclusion | $225,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $225,282 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,889,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,237,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,652,437 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,305,227 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,017 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,904 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,461 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,126 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,028 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,825,662 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,223 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,970 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,681,793 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,291 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,035 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,049 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,987 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,781 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,578 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,325 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOINT COMMITTEE ON ADMI | Desc |
| Total | $25 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,793,482 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,463 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,020,512 | BOYAmt |
| EOY | $43,191,874 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,940,000 | BOYAmt |
| EOY | $8,784,979 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,062,021 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,533 | BOYAmt |
| EOY | $41,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,909,660 | BOYAmt |
| EOY | $360,340,306 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,008,581 | BOYAmt |
| EOY | $577,181,479 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,191,108 | BOYAmt |
| EOY | $18,823,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,180,857 | BOYAmt |
| EOY | $1,009,425,985 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,311,363 | BOYAmt |
| EOY | $1,231,610 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,672,400 | BOYAmt |
| EOY | $4,802,568 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,371,896 | BOYAmt |
| EOY | $49,143,139 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,355,659 | BOYAmt |
| EOY | $55,177,317 | 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 | $877,825,198 | BOYAmt |
| EOY | $954,248,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,825,198 | BOYAmt |
| EOY | $954,248,668 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,180,857 | BOYAmt |
| EOY | $1,009,425,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,096,074 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,327,396 | 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 Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $85,451,883 | F |
| LIMITED LIABILITY COMPANIES | $211,116,921 | F |
| 103-12 INVESTMENT ENTITIES | $136,269,825 | F |
| COMMON COLLECTIVE TRUST | $102,361,765 | F |
| CAYMAN ISLANDS EXEMPTED COMPANIES | $41,981,085 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $577,181,479 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $46,094 |
| LIABILITY FOR SECURITIES ON LOAN | $30,904,542 |
| DUE TO BROKER | $16,524,638 |
| CHECKS IN EXCESS OF CASH | $1,667,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $49,143,139 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $319,535,159 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,327,396 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $60,327,396 | RevenueNotReportedAmt |
| Revenue Subtotal | $259,207,763 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,681,793 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,681,793 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $262,889,556 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $243,111,689 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $243,111,689 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,681,793 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,681,793 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $246,793,482 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) UNDER THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED ITS LATEST TAX EXEMPTION LETTER, DATED OCTOBER 27, 1977, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE TAX EXEMPTION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE TRUST WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI JASPERSON | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $67,318 | $157,074 | $0 | $0 | $3,674 | $14,713 | $21,669 | $50,561 | $2,569 | $5,995 | $95,230 | $228,343 | $0 | $0 |
| MARIO RODRIQUEZ | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $47,518 | $190,075 | $0 | $0 | $2,507 | $19,479 | $13,414 | $53,657 | $1,713 | $6,852 | $65,152 | $270,063 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (16 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $13,871 | $13,871 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $14,982 | $14,982 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $335,661 | $335,661 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $119,416 | $119,416 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $12,029 | $12,029 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $44,607 | $44,607 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $16,815 | $16,815 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $18,426 | $18,426 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $10,458 | $10,458 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $28,132 | $28,132 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $1,414 | $1,414 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $7,343 | $7,343 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $4,070 | $4,070 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $189,628 | $189,628 | Yes (1) | Yes (1) | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $245,153 | $245,153 | Yes (1) | Yes (1) | Yes (1) |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTOR | DELINQUENT CONTRIBUTIONS | Yes (X) | $16 | $16 | Yes (1) | Yes (1) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,062,021 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BARGAINING ORGANIZATIONS, THE EMPLOYER AND UNION, BOTH APPOINT 50% OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | COPIES OF FORM 990 WERE PROVIDED TO THE GOVERNING BODY MEMBERS BY EMAIL PRIOR TO THE FORM 990 BEING FILED, AND IS REVIEWED BY TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DOES REQUIRE ANNUAL DISCLOSURES FOR POTENTIAL CONFLICTS OF INTEREST OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, WHICH ARE REVIEWED BY THE ORGANIZATION. THE AFFECTED TRUSTEE OR EMPLOYEE MUST CEASE PARTICIPATION IN THE DECISION OR TRANSACTION UNTIL IT IS DETERMINED THAT THE AFFECTED TRUSTEE OR EMPLOYEE MAY CONTINUE TO PARTICIPATE IN THE DECISION OR TRANSACTION. POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE ALSO REVIEWED FOR COMPLIANCE WITH ERISA REQUIREMENTS. THE ORGANIZATION DOES REQUIRE FULL DISCLOSURE FOR POTENTIAL CONFLICTS OF INTEREST WHEN CONDUCTING SEARCHES FOR NEW VENDORS AND SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE PLAN AND TRUST DOCUMENTS AND SUMMARY ANNUAL REPORT ARE ON THE WEBSITE AND AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A | THE FOLLOWING TRUSTEES ARE COMPENSATED BY A NON-PROFIT RELATED ORGANIZATION AND COMPENSATION INFORMATION WILL BE MADE AVAILABLE UPON REQUEST. JOHN T. FULTZ, UNION TRUSTEE - SECRETARY PATRICK M. GALLAGHER, UNION TRUSTEE - ASST. SECRETARY MARK KEFFELER, UNION TRUSTEE JOHN CLARK JR., UNION TRUSTEE CLAY HERFORD, UNION TRUSTEE JEFFREY HUGHES, UNION TRUSTEE JOSEPH LEWANDOWSKI, UNION TRUSTEE MICHAEL WEST, UNION TRUSTEE WILLIAM MULCONNERY, UNION TRUSTEE CHRISTOPHER O'NEILL, UNION TRUSTEE |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BOILERMAKERS LOCAL 1 | |||||||||
| SOUTHEAST DISTRICT LODGE 3 | |||||||||
| BOILERMAKERS L 4 NAVAJO NATION | |||||||||
| BOILERMAKERS LOCAL 5 | |||||||||
| BOILERMAKERS LOCAL 7 | |||||||||
| BOILERMAKERS LOCAL 11 | |||||||||
| BOILERMAKERS LOCAL 13 | |||||||||
| BOILERMAKERS LOCAL 26 | |||||||||
| BOILERMAKERS LOCAL 27 | |||||||||
| BOILERMAKERS LOCAL 28 | |||||||||
| BOILERMAKERS LOCAL 29 | |||||||||
| BOILERMAKERS LOCAL 37 | |||||||||
| BOILERMAKERS LOCAL 40 | |||||||||
| BOILERMAKERS LOCAL 45 | |||||||||
| BOILERMAKERS DISTRICT 57 | |||||||||
| BOILERMAKERS LOCAL 60 | |||||||||
| BOILERMAKERS LOCAL 83 | |||||||||
| BOILERMAKERS LOCAL 85 | |||||||||
| BOILERMAKERS LOCAL 92 | |||||||||
| BOILERMAKERS LOCAL 101 | |||||||||
| BOILERMAKERS LOCAL 105 | |||||||||
| BOILERMAKERS LOCAL 107 | |||||||||
| BOILERMAKERS LOCAL 108 | |||||||||
| BOILERMAKERS LOCAL 110 | |||||||||
| BOILERMAKERS LOCAL 154 | |||||||||
| BOILERMAKERS LOCAL 169 | |||||||||
| BOILERMAKERS LOCAL 237 | |||||||||
| BOILERMAKERS LOCAL 242 | |||||||||
| BOILERMAKERS LOCAL 363 | |||||||||
| BOILERMAKERS LOCAL 374 | |||||||||
| BOILERMAKERS LOCAL 433 | |||||||||
| BOILERMAKER LOCAL 455 | |||||||||
| BOILERMAKERS LOCAL 456 | |||||||||
| BOILERMAKERS LOCAL 502 | |||||||||
| BOILERMAKERS LOCAL 549 | |||||||||
| BOILERMAKERS LOCAL 627 | |||||||||
| BOILERMAKERS LOCAL 647 | |||||||||
| BOILERMAKERS LOCAL 667 | |||||||||
| BOILERMAKERS LOCAL 693 | |||||||||
| BOILERMAKERS LOCAL 744 | |||||||||
| LOCAL 1 T&E FUND | |||||||||
| LOCAL 107 DEVELOP & TRAINING | |||||||||
| WESTERN STATES JAC | |||||||||
| BM L 549 APPR & TRAIN FUND | |||||||||
| L374 DEVELOP AND TRAINING FUND | |||||||||
| LOCAL 85 JOINT TRAINING & EDUC | |||||||||
| GREAT LAKES AREA APPR FUND | |||||||||
| LONE STAR DISTRICT LODGE | |||||||||
| BOILERMAKERS DISTRICT 5 | |||||||||
| SOUTHEASTERN AREA JNT APPR COM | |||||||||
| LOCAL 647 DEV & TRAINING FUND | |||||||||
| NORTHEASTERN AREA APPR FUND | |||||||||
| BNAP ADMINISTRATIVE | |||||||||
| CITY OF LOS ANGELES | |||||||||
| MOST | |||||||||
| BOILERMAKER - BLACKSMITH NATIONAL PENSION TRUST | |||||||||
| 754 MINNESOTA AVENUE | KANSAS CITY | KS | 661012766 | 486168020 | PENSION BENEFITS | KS | 401(A) | N/A | 0 |
| BOILERMAKERS NATIONAL ANNUITY TRUST | |||||||||
| 754 MINNESOTA AVENUE | KANSAS CITY | KS | 661012766 | 481029345 | DEFINED CONTRIBUTION BENEFITS | KS | 401(A) | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)
| ATI SERVICES LLC |
| ADIRONDACK MECH SERVICES LLC |
| ADVANCE BOILER & TANK CO |
| CONSTRUCTION & TURNAROUND SERV |
| FRESH MEADOW POWER LLC |
| FRESH MEADOW POWER NE LLC |
| GEAR TECH MECHANICAL LLC |
| GIBRALTAR CHIMNEY INT'L |
| GRACON LLC |
| HAYES MECHANICAL |
| ICON MECHANICAL CONST & ENG |
| JH KELLY LLC |
| LIQUIDMETAL COATING SOLUTIONS |
| LIQUIDMETAL WELDING LLC |
| LUCKY MECHANICAL LLC |
| MCP PROJECT MANAGEMENT LLC |
| PALMER CONTRACTORS LLC |
| PLIBRICO COMPANY LLC |
| SOUTHERN ILLINOIS BOILER |
| STERLING BOILER & MECH LLC |
| SAFWAY SERVICES LLC |
| VULCAN IND CONTRACTORS CO LLC |
| AZZ WSI LLC |
| STAR MECHANICAL CONTRACTORS |
| BOILEROOM FABRICATION LLC |
| DRAGADOS FLATIRON SUKUT |
| GUBMK |
| SHAMOKIN DAM CONSTRUCTION LLC |
| SKANSKA BURNS MCDONNELL ECCO |
| TURNER INDUSTRIAL MAINTENANCE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (291 entries)
| BOILERMAKERS LOCAL 193 |
| BOILERMAKERS LOCAL 454 |
| AIRCO WELDING SERVICES |
| ALBERICI CONSTRUCTORS |
| ALLIANCE CONSTRUCTORS |
| ARB INC |
| ATLANTIC PLANT MAINTENANCE |
| ATLAS BOILER & WELDING CO |
| ATLAS TANK INC |
| T BAILEY INC |
| GD BARRI & ASSOCIATES INC |
| BASS MAINTENANCE CORP |
| 3B SERVICES INC |
| BRAHMA INDUSTRIAL SERVICES INC |
| CALIFORNIA SPECTRA INSTR |
| CHATTANOOGA BOILER & TANK |
| CHERNE CONTRACTING CORP |
| CBI SERVICES LLC |
| CHUGACH FEDERAL SOLUTIONS |
| CH MURPHY CLARK ULLMAN INC |
| APCOMPOWER INC |
| COMMON ARC CORPORATION |
| COMMONWEALTH CONSTRUCTORS INC |
| CONTINENTAL FIELD SYSTEMS |
| CONTRACTORS CARGO CO |
| CRUISE BOILER & REPAIR CO INC |
| DAVIS PICKERING & COMPANY INC |
| DELTA NOOTER INC |
| DETROIT BOILER COMPANY |
| DURR MECHANICAL CONSTRUCTION |
| ERSHIGS INC |
| FLUOR MAINTENANCE SERVICES |
| GRP MECHANICAL COMPANY INC |
| GEIGER BROTHERS MECH CONT INC |
| GREAT LAKES POWER INC |
| HACKNEY LADISH INC |
| HAMON CUSTODIS INC |
| HENKELS & MC COY INC |
| HUDSON BOILER & TANK CO |
| HRI INC |
| IC CONTRACTORS INC |
| IMPERIAL CRANE SERVICES INC |
| INDUSTRIAL POWER SYSTEMS |
| INDUSTRIAL CONTRACTORS SKANSKA |
| INDUSTRIAL FURNACE COMPANY |
| INTERMECH INCORPORATED |
| INTERNATIONAL CHIMNEY CORP |
| JACOBS BOILER & MECH IND INC |
| JACOBS INDUSTRIAL SERVICES INC |
| K&E FABRICATING CO INC |
| KELLEY STEEL ERECTORS INC |
| KENNY BOILER & MFG CO |
| KERFORD LIMESTONE CO |
| KIEWIT ENERGY COMPANY |
| KIEWIT POWER CONSTRUCTORS CO |
| AW KUETTEL & SONS INC |
| LIBURDI DIMETRICS CORPORATION |
| FRANK LILL & SON INC |
| LINTEC CORPORATION |
| LIPPERT MECHANICAL SERVICE |
| MAP MECHANICAL CONTRACTORS |
| MCCARLS INC |
| MATRIX NAC |
| MECHANICAL TECHNOLOGIES INC |
| MECHANICAL SYSTEM SERVICES LLC |
| CR MEYER AND SONS COMPANY |
| MUELLER FIELD OPERATIONS INC |
| NAES POWER CONTRACTORS ABC DIV |
| NAES POWER CONTRACTORS ABC DIV |
| NBW INC |
| NATIONAL STEEL ERECTION INC |
| CORVAL CONSTRUCTORS INC |
| NOOTER CONSTRUCTION CO |
| XCEL ENERGY (NSP - MN) |
| NEWPORT NEWS SHIPBUILDING |
| NOVA CONSTRUCTORS |
| OLMSTED INC |
| OWENS & PRIDGEN INC |
| PERFORMANCE MECHANICAL INC |
| POWER & COMBUSTION CO |
| PROTECTIVE COATINGS INC |
| PURVIS & FOSTER INC |
| QUACKENBUSH CO |
| RMF NOOTER INC |
| RAGAN MECHANICAL INC |
| REGIS MAINTENANCE CONTRACTORS |
| REYCO MECHANICAL SERVICES INC |
| REYNOLDS MANUFACTURING CO INC |
| RIGGS DISTLER & CO |
| SENIOR FLEXONICS PATHWAY |
| SMEDLEY THE COMPANY |
| SIEMENS GENERATION SERVICES CO |
| SOUTH SIDE WLDG & BLR WORKS |
| SPECIAL SERVICE CONTRACTORS IN |
| STEVENS ENGINEERS & CONSTRUCT |
| FM SYLVAN INC |
| SISTERSVILLE TANK WORKS INC |
| TROY BOILER WORKS INC |
| TUTOR PERINI CORPORATION |
| UNITED CONSTRUCTION CO INC |
| W&K WLDG & TANK ERECT INC |
| AECOM ENERGY & CONSTRUCTION |
| WITHERUP CONSTRUCTION CO INC |
| WALTER N YODER & SONS INC |
| AMEX NOOTER LLC |
| BARTON MALOW COMPANY |
| BRAND ENERGY SERVICES LLC |
| CP ENVIRONMENTAL LLC |
| CARROLL COUNTY CONSTRUCTORS |
| EAGLE MECHANICAL LLC |
| IPC LYDON |
| INDUSTRIAL SERVICES INC |
| MADISON INDUSTR SERVICES TEAM |
| CA MURREN & SONS |
| MRL CONSTRUCTORS OF NY LTD |
| PCI ENERGY SERVICES INC |
| PROFESSIONAL CONSTR SERV LLC |
| SAVANNAH RIVER NUCLEAR SOLUT |
| STANTON MECHANICAL INC |
| TURBINEPROS LLC |
| BROCK INDUSTRIAL SERVICES LLC |
| WASTE TREATMENT COMPLETION CO |
| WESTERN COMBUSTION LLC |
| WILLIAMS SPECIALTY SERV LLC |
| WILLIAMS PLANT SERV GROUP LLC |
| AP&F CONSTRUCTION |
| ADVANTAGE INDUSTRIAL SYS LLC |
| ALLOY CLADDING CO INC LLC |
| ARTCO FABRICATING USA LLC |
| ATLAS INDUSTRIAL CONTRACTORS |
| BABCOCK & WILCOX CONST CO INC |
| BOILERWORKS INC |
| BOND CONSTRUCTION |
| BROWN SERVICES CO LLC |
| CALCULATED CONTROLS |
| DEEP SOUTH CRANE & RIGGING LLC |
| GULF COAST IND MAINT LLC |
| HOLLY CONSTRUCTION CO INC |
| J&J GENERAL MAINTENANCE INC |
| KOKOSING INDUSTRIAL INC |
| MORSEY CONSTRUCTORS LLC |
| NATIONAL STEEL CITY LLC |
| NBI USA LLC |
| OMI INDUSTRIAL SERVICES LLC |
| POWER TECH SERVICES LLC |
| PROGRESSIVE INSULATION LLC |
| PULLMAN POWER LLC |
| RL TRAXLER & ASSOCIATES LLC |
| HI TECH WELD OVERLAY GROUP LLC |
| SBS CONSTRUCTORS INC |
| APTIM SERVICES LLC |
| JJ WHITE INC |
| ALLIED POWER SERVICES LLC |
| TOTAL WRECKING & ENVIRONMENTAL |
| FIVE THIRTY MECHANICAL LLC |
| ALPHA MECHANICAL SERVICE INC |
| A&B WELDING & CONSTR INC |
| AMERICAN BOILER TANK & WLDG |
| ANCHOR MECHANICAL INC |
| ANDEE BOILER & WELDING CO |
| API INC |
| ASHTON AND COMPANY INC |
| ASSOCIATED MECHANICAL INC |
| ACMS GROUP INC |
| AVALOTIS CORPORATION |
| AZCO INC |
| BAY CITY BOILER & ENGR CO INC |
| BARNARD OF NEVADA INC |
| BASELINE IND CONSTR INC |
| BECHTEL NATIONAL INC |
| BSE INDUSTRIAL CONTRACTORS INC |
| BOILERMATIC WELDING INDUST INC |
| BOLDT COMPANY |
| BOWEN ENGINEERING CORP |
| INSTEEL LLC |
| BRADLEY-SCIOCCHETTI INC |
| BRAGG CRANE & RIGGING CO |
| BURKHALTER TRANSPORT INC |
| BURNN BOILER & MECHANICAL INC |
| BURNHAM INDUSTRIAL CONTR INC |
| CADY AQUASTORE INC |
| CTI FIELD SERVICES INC |
| CENTRAL MAINTENANCE & WLDG |
| CESA CONTRACTORS INC |
| CHAPMAN CORPORATION |
| CHELLINO CRANE INC |
| CHESTER POOL SYSTEMS INC |
| CLEVELAND ELECTRIC COMPANY |
| COMMERCIAL CONSTRUCTION INC |
| CONTINENTAL STEEL TANK CO INC |
| JOHN W DANFORTH CO |
| DEANS CERTIFIED WELDING |
| DETROIT METRO MECHANICAL INC |
| DDJ CONSTRUCTION WELDING INC |
| EARLY CONSTRUCTION CO |
| EDWARDS ENGINEERING |
| ELECTRICAL ENERGY SERV INC |
| ENERFAB PROC SOLUTIONS & FAB |
| ENERFAB POWER & INDUSTRIAL INC |
| F&B STEEL ERECTORS INC |
| FEWER BOILER INC |
| FISHER TANK CO |
| FOREST CITY ERECTORS INC |
| FREITAG WEINHARDT INC |
| WW GAY MECHANICAL CONTRACTOR |
| GEM INDUSTRIAL INC |
| GEMMA POWER SYSTEMS LLC |
| GILLESPIE & POWERS INC |
| GRAYCOR IND CONSTRUCTORS |
| GRUBB W O STEEL ERECTION INC |
| GUNDLACH CHAMPION INC |
| HARDER MECHANICAL CONTR INC |
| HASKELL CORP |
| HENSON ROBINSON COMPANY |
| HOHL INDUSTRIAL SERVICES INC |
| INDUSTRIAL CONTRACTORS INC-ICI |
| INDEPENDENT MECHANICAL IND |
| JAFFA CONSTRUCTION INC |
| JAMAR COMPANY |
| JERSEY TANK FABRICATORS INC |
| KASSELMAN ELECTRIC CO INC |
| KENNEDY TANK & MFG CO INC |
| LAKE CONTRACTING INC |
| LAKEHEAD CONSTRUCTORS INC |
| LOCKE EQUIPMENT SALES CO INC |
| LYON SHEET METAL WKS INC |
| M&M WELDING AND FABR INC |
| MC INDUSTRIAL INC |
| MCABEE CONSTRUCTION INC |
| MCGRAWKOKOSING INC |
| MID AMERICAN GUNITE |
| MID MOUNTAIN BOILER & STEAM IN |
| MILLCO MECHANICAL INC |
| MILLER INDUSTR SERV TEAMS INC |
| MILLER MECHANICAL SERVICES |
| MIRON CONSTRUCTION CO INC |
| MONARCH WELDING & ENG INC |
| MOORHEAD MACHINERY & BOILER CO |
| MORRISON CONSTRUCTION CO |
| MUNROE INC |
| MURPHY COMPANY |
| MVN ASSOCIATES |
| DAY & ZIMMERMANN N P S |
| DAY & ZIMMERMANN TVA |
| NEW AGE FASTENING SYSTEMS INC |
| NOLAN BOILER & TANK SERV |
| NORTHERN HORIZONS INC |
| NB PROCESSING |
| OCONNOR CORPORATION |
| ORBIS INC |
| OTONE MECHANICAL CONSTRUCTION |
| PACIFIC TANK & CONSTRUCTION |
| PBBS EQUIPMENT CORPORATION |
| PER SE GROUP |
| PERFORMANCE CONTRACTING INC |
| BMWC CONSTRUCTORS INC |
| PIONEER PIPE INC |
| PIPING & EQUIPMENT CO INC |
| POPHAM MECHANICAL CONTRACTORS |
| POWER ENERGY SOLUTIONS LLC |
| POWER PIPING CO |
| POWER SOURCE SERVICES INC |
| PSF INDUSTRIES INC |
| RCR SERVICES INC |
| RAND CONSTRUCTION CO |
| RASMUSSEN MECHANICAL SERVICES |
| RECO CONSTRUCTORS INC |
| ROCK HILL MECHANICAL CORP |
| RYAN & ASSOCIATES INC |
| SCHECK MECHANICAL CORPORATION |
| SHELBY MECHANICAL INC |
| SIMAKAS COMPANY INC |
| SONGER SERVICES INC |
| SO CAL PIPELINE WELDING INC |
| SPECIALTY TOWER & REVAMP SVCS |
| SR INDUSTRIAL SOLUTIONS LLC |
| STACK BROTHERS |
| SULLIVAN AND MERRITT CONST INC |
| TENCON INC |
| TECHNICAL ERECTORS INC |
| TRI RIVERS WELDING INC |
| TWEET GAROT MECHANICAL INC |
| TWIN WIRE ARC INC |
| UNION TANK ERECTION INC |
| WACHS TECHNICAL SERVICES LTD |
| BHI ENERGY SPECIALTY SERV |
| WELDTECH SERVICES INC |
| WESTERN BLOW PIPE CO |
| WILTSIE CONSTRUCTION CO INC |
| WINBCO TANK COMPANY |
| WRIGLEY MECHANICAL 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 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RELATED ORGANIZATION THAT NO TAX CLASSIFICATION WAS GIVEN FOR: | ABCO COMPOSITE SERVICES INC ABATE IRWIN INC ACCO ENGINEERED SYSTEMS AIRCO POWER SERVICES INC R BAKER ALL INDUSTRIAL SVCS AMERICAN EXCHANGER SERVICES AMQUIP CRANE RENTAL LLC AMS MECHANICAL SYSTEMS INC ASSOCIATED TANK CONSTRUCTORS BAY SHIPBUILDING CORP BLACK & VEATCH CONSTRUCTION CORE MECHANICAL, INC. DW SERVICES LLC EJ DESETA COMPANY INC ENVIROTECH INC FLUOR CONSTRUCTORS INTL INC WB FOSSON & SONS FRASER SHIPYARDS INC GAGNON INC GREAT ARROW BUILDERS GIVOO J CONSULTANTS INC HASKELL-DAVIS JOINT VENTURE HELFRICH BROS BOILER WORKS INC INTL BROTHERHOOD OF BLMAKERS JENESIS INDUSTRIAL GROUP INC JOHNSON CONTRACTORS INC MEGRANT CORPORATION MILCO NATIONAL CONSTRUCTORS PIONEER POWER INC QA SUPPORT LP RJ EQUIPMENT RHOADS INDUSTRIES INC RICHMOND COUNTY CONSTRUCTORS ROLL LIFT USA INC SAULSBURY MAINTENANCE & CONSTR SAVANNAH RIVER REMEDIATION SCM SOLUTIONS LLC SCHULTZ MECHANICAL CONTR INC CB&I PROJECT SERVICES GROUP SNC LAVALIN CONSTRUCTORS INC SPECIAL INSTALLATIONS INC STATE GROUP INDUSTRIAL USA LTD STEVE GIORDANO BUILDERS INC THE NEW GENERATION (TNG) TECHWEST SERVICES UNITED TECHNICAL SERVICES LLC WASATCH RAILROAD CONTRACTORS PERFORMANCE CONTRACTING INC |
| RELATED ORGANIZATIONS TAXABLE AS AN INDIVIDUAL OR SOLE PROPRIETOR: | CARRASCO FABRICATION JF ERICKSON & ASSOC CRAWFORD BOILER & ENGINEERING GLASROCK PRODUCTS INC HICKMANS WELDING MINNOTTE CONTR & ERECT CORP PIPING & BOILER SPECIALISTS TITAN CONSTRUCTION LLC |