PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS & STEAMFITTERS H & W TRUST IOWA STATE BANK TTEE (EIN 42-0930021)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-28
- IRS object ID
- 201832719349300613
- 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 | 2018-09-28T08:39:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470836395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBOER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17330 WRIGHT ST STE 100 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681302157 | 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 | 420930021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & STEAMFITTERS LOCAL | BusinessNameLine1Txt |
| Business Name Line2 | UNION NO33 HEALTH & WELFARE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 5152433246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 BELL AVENUE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503211118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDY ROBERTS | PersonNm |
| Person Title | TRUSTEE, CHAIRMAN | PersonTitleTxt |
| Phone | 5152433246 | PhoneNum |
| Signature | 2018-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERYN STEVENS | PreparerPersonNm |
| PTIN | P01267095 | PTIN |
| Phone | 4023335200 | PhoneNum |
| Preparation | 2018-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.225.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-28 | IPDt |
| IP Tm | 08:39:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F250C6D6929D1A3A21E173A9656EBC38F33F259 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6812C20DC665DD766C4668FA80D062485662D6AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDY ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 BELL AVENUE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,487,818 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UALOCAL33.ORG/FUND-OFFICE | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,242,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,373,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $652,230 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,300,433 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100,045 | PYOtherRevenueAmt |
| CY Other Revenue | $122,212 | CYOtherRevenueAmt |
| PY Total Revenue | $18,995,214 | PYTotalRevenueAmt |
| CY Total Revenue | $20,796,626 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,100,655 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $13,525,969 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $457,079 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $446,385 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $425,163 | PYOtherExpensesAmt |
| CY Other Expenses | $517,307 | CYOtherExpensesAmt |
| PY Total Expenses | $11,982,897 | PYTotalExpensesAmt |
| CY Total Expenses | $14,489,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,012,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,306,965 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,958,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,134,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,746,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,429,747 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,212,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,704,397 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, DENTAL, SHORT-TERM DISABILITY BENEFITS, PRESCRIPTIONS, AND DEATH BENEFITS TO COLLECTIVELY BARGAINED UNION PLUMBERS & STEAMFITTERS IN CENTRAL & NORTHERN IOWA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,410,363 | ExpenseAmt |
| Desc | TO PROVIDE HEALTH CARE BENEFITS TO QUALIFIED PARTICIPANTS AND DEPENDENTS IN THE CENTRAL AND NORTHERN IOWA PLUMBING INDUSTRY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $79,298 | ExpenseAmt |
| Desc | TO PROVIDE SHORT-TERM DISABILITY PAYMENTS TO QUALIFIED PARTICIPANTS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,489,661 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 424 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMA BARBOUR | PersonNm |
| Phone | 5155580487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 BELL AVENUE | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TOM KECK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURT BAKER | ||||||
| TRUSTEE, SEC | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOUG KUMM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY ROBERTS | ||||||
| TRUSTEE, CHA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GRANT HJORTSHOJ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD MEYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NATE HAGBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEGAL COMPANY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4095 | AddressLine1Txt |
| Address Line2 | CHURCH STREET STATION | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACTUARIAL | ServicesDesc |
| Compensation | $149,248 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,373,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,373,981 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,373,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $716,494 | TotalRevenueColumnAmt |
| Exclusion | $716,494 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,275,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,691,192 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,583,939 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,583,939 | TotalRevenueColumnAmt |
| Exclusion | $1,583,939 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Total Revenue Column | $122,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,212 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $122,212 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,796,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,496,193 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,300,433 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,525,969 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,359 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,814 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,257 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,955 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,523 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,599 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,706 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,612 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,109 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,828 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,639 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,258 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| POSTAGE AND MAILING | $27,327 |
| PRINTING | $12,673 |
| PCORI FEES | $6,154 |
| NEWSLETTER | $5,975 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,194 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,489,661 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,373 | BOYAmt |
| EOY | $806,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,324 | BOYAmt |
| EOY | $1,576,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,044 | BOYAmt |
| EOY | $12,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $315,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $236,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,058 | BOYAmt |
| EOY | $79,419 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,450,756 | BOYAmt |
| EOY | $36,659,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,958,555 | BOYAmt |
| EOY | $39,134,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,203 | BOYAmt |
| EOY | $1,484,705 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,319,093 | BOYAmt |
| EOY | $21,945,042 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,746,296 | BOYAmt |
| EOY | $23,429,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,212,259 | BOYAmt |
| EOY | $15,704,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,212,259 | BOYAmt |
| EOY | $15,704,397 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,958,555 | BOYAmt |
| EOY | $39,134,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,306,965 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$814,827 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $236,245 | DepreciationAmt |
| Book Value | $79,419 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,419 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| HRA LIABILITY | $16,161,274 |
| ACCUMULATED ELIGIBILITY LIAB | $5,783,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,945,042 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,871,200 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$814,827 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$814,827 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,686,027 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,599 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $110,599 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,796,626 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,379,062 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,379,062 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,599 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $110,599 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,489,661 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT OF THE ORGANIZATION BELIEVES THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ADMINISTRATOR REVIEWS THE FORM 990 AND THEN THE CHAIRPERSON AND THE SECRETARY OF THE BOARD OF TRUSTEES ALSO REVIEWS THE FORM 990 BEFORE SIGNING IT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ONLY TO PLAN PARTICIPANTS AT THE FUND OFFICE. OTHERWISE, NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| PLUMBERS & STMFITT LU33 PENSION | |||||||||
| 2501 BELL AVENUE | DES MOINES | IA | 50321 | 426086687 | PENSION PL | IA | 401 | N/A | false |
| PLUMBERS & STEAMFITTERS LOCAL 33 | |||||||||
| 2501 BELL AVENUE | DES MOINES | IA | 50321 | 420573817 | UNION | IA | 501C5 | N/A | false |
| PLUMBERS & STMFTR LU 33 JATC | |||||||||
| 2501 BELL AVENUE | DES MOINES | IA | 50321 | N/A | false | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AC&R | |
| N/A | false |
| AIR-CON | |
| N/A | false |
| AJ ALLEN | |
| N/A | false |
| ALL TEMP REFRIGERATION | |
| N/A | false |
| ANDERSON PROCESS & INSTRUMENTATION | |
| N/A | false |
| APS | |
| N/A | false |
| ATLAS INDUSTRIAL CONTRACTORS | |
| N/A | false |
| AZCO | |
| N/A | false |
| BAKER | |
| N/A | false |
| BLACK PLUMBING & HEATING | |
| N/A | false |
| CARROLL PLUMBING | |
| N/A | false |
| CENTRAL IOWA MECHANICAL | |
| N/A | false |
| CI CARLISLE MECHANICAL | |
| N/A | false |
| CLAUSEN PLUMBING | |
| N/A | false |
| CONSTRUCTION & TURNAROUND SERVICES | |
| N/A | false |
| COOL AIR | |
| N/A | false |
| CORVAL GROUP | |
| N/A | false |
| CR MEYER | |
| N/A | false |
| DATA POWER TECH | |
| N/A | false |
| ERICKSON PLUMBING & HEATING | |
| N/A | false |
| EXCEL MECHANICAL | |
| N/A | false |
| FOLEY | |
| N/A | false |
| GARTNER REFRIGERATION | |
| N/A | false |
| H&K PLUMBING | |
| N/A | false |
| HARTY MECHANICAL | |
| N/A | false |
| HONEYWELL | |
| N/A | false |
| HUCKMAN MECHANICAL | |
| N/A | false |
| HUSSMANN | |
| N/A | false |
| INDUSTRIAL PIPING SERVICE | |
| N/A | false |
| INDUSTRIAL REFRIGERATION SERVICE | |
| N/A | false |
| JOHNSON CONTROLS | |
| N/A | false |
| KUHLMAN | |
| N/A | false |
| KVIDERA COMPANY | |
| N/A | false |
| MAINE AUTOMATIONMARSHALLTOWN POWER | |
| N/A | false |
| MARICK REFRIGERATION | |
| N/A | false |
| MCANINCH CORP | |
| N/A | false |
| MIDSTATE | |
| N/A | false |
| MILLARD & COMPANY INC | |
| N/A | false |
| MISSOURI RIVER MECHANICAL LLC | |
| N/A | false |
| MMC | |
| N/A | false |
| MODERN PIPING | |
| N/A | false |
| MOOS PLUMBING | |
| N/A | false |
| NOOTER COERICKSON | |
| N/A | false |
| NORTHWEST MECHANICAL | |
| N/A | false |
| P1 GROUP INC | |
| N/A | false |
| PETERSEN PLUMBING & HEATING | |
| N/A | false |
| PIKE MECHANICAL | |
| N/A | false |
| PIPING & EQUIPMENT CO | |
| N/A | false |
| PLUMB TECH | |
| N/A | false |
| PREMIER MECHANICAL SERVICES | |
| N/A | false |
| QUALITY PLUMBING | |
| N/A | false |
| RASMUSSEN | |
| N/A | false |
| RAWSON ENTERPRISES INC | |
| N/A | false |
| RH MULLEN | |
| N/A | false |
| SANDSTONE | |
| N/A | false |
| SEITHER & CHERRY | |
| N/A | false |
| SHEET METAL ENGINEERING | |
| N/A | false |
| STEENBLOCK PLUMBING | |
| N/A | false |
| STROH CORP | |
| N/A | false |
| SYSTEMWORKS | |
| N/A | false |
| THE JAMAR COMPANY | |
| N/A | false |
| THRASHER | |
| N/A | false |
| TRAVIS MECHANICAL | |
| N/A | false |
| VAN ERT ELECTRIC | |
| N/A | false |
| WALDINGER CORP | |
| N/A | false |
| WEITZ INDUSTRIAL | |
| N/A | false |
| WINGER CONTRACTING | |
| N/A | false |
| WOLIN & ASSOCIATES | |
| N/A | false |
| WRENNS | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |