SEIU HEALTH AND WELFARE FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEIU HEALTH AND WELFARE FUND (EIN 52-0904354)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201703129349301365
- Schema version
- 2016v3.0
- 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 | 2017-11-08T10:19:49-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208078757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520904354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIU HEALTH AND WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIU | BusinessNameControlTxt |
| Phone | 2027307500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MASSACHUSETTS AVE NW NO 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E DEMPSEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2027307500 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER P OSMAN CPA | PreparerPersonNm |
| PTIN | P00366693 | PTIN |
| Phone | 3018307400 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.194.229.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 11:19:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 18A40F54466CF04E589E43EE769AAEAB41E87509 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C636939E2E4C26AD24B615B67FE9BE87457B45A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | WILLIAM E DEMPSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,854,028 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | 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 | $36,765,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $45,506,987 | CYProgramServiceRevenueAmt |
| PY Investment Income | $343,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $344,335 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6 | PYOtherRevenueAmt |
| CY Other Revenue | $2,706 | CYOtherRevenueAmt |
| PY Total Revenue | $37,109,462 | PYTotalRevenueAmt |
| CY Total Revenue | $45,854,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $31,941,562 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $37,814,523 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,951,202 | PYOtherExpensesAmt |
| CY Other Expenses | $4,562,160 | CYOtherExpensesAmt |
| PY Total Expenses | $34,892,764 | PYTotalExpensesAmt |
| CY Total Expenses | $42,376,683 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,216,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,477,345 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,037,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,127,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,936,756 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,535,264 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,101,024 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,591,809 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SERVICE EMPLOYEES INTERNATIONAL UNION HEALTH AND WELFARE FUND IS A JOINTLY MANAGED TAFT-HARLEY, MULTI-EMPLOYER,COLLECTIVELY BARGAINED,SELF INSURED AND INSURED HEALTH AND WELFARE PLAN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDED MEDICAL, DENTAL, VISION, PRESCRIPTION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE TO ELIGIBLE PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | 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 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOLANDA MONTGOMERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027307545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MASSACHUSETTS AVE NW STE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAVIER MORILLO | ||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KURT EDELMAN | ||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| KENNETH MUNZ | ||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER B BOUVIER | ||||||
| EMPLOYER TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| SITA MORANTZ | ||||||
| EMPLOYER TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| DAVE E MONROE JR | ||||||
| EMPLOYER TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| JOHN NEESE | ||||||
| EMPLOYER TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM E DEMPSEY | ||||||
| UNION TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH CARE | |||||
| 5089 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | ADMIN & ACCESS FEES | $1,868,537 |
| SEGAL COMPANY | |||||
| PO BOX 4059 | WASHINGTON | DC | 10261 | ACTUARY | $262,604 |
| HEALTH CARE SERVICE CORP | |||||
| 300 EAST RANDOLPH ST | CHICAGO | IL | 60601 | ADMIN & ACCESS FEES | $158,430 |
| DELTA DENTAL | |||||
| ONE DELTA DRIVE | MECHANICSBURG | PA | 17055 | ADMINISTRATION | $148,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $43,680,816 | $43,680,816 |
| STOP LOSS REIMBURSEMENTS | 525100 | $1,695,737 | $1,695,737 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $130,434 | $130,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $45,506,987 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $344,335 | TotalRevenueColumnAmt |
| Exclusion | $344,335 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $2,706 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,706 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,706 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,854,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,509,693 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $344,335 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,814,523 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,274 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,039 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,719 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,530,500 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,829 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,485 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,692 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,391 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOSS ON IMPAIRMENT OF P | $1,455,922 |
| ADMINISTRATIVE SERVICES | $855,955 |
| TRANSITITIONAL REINSURA | $266,816 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,376,683 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$696,152 | BOYAmt |
| EOY | -$955,039 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,737,255 | BOYAmt |
| EOY | $6,557,055 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,547 | BOYAmt |
| EOY | $1,685,348 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,447 | BOYAmt |
| EOY | $23,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,167 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843 | BOYAmt |
| EOY | $305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,064,471 | BOYAmt |
| EOY | $28,409,815 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,369 | BOYAmt |
| EOY | $405,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,037,780 | BOYAmt |
| EOY | $36,127,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,823 | BOYAmt |
| EOY | $120,427 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,443 | BOYAmt |
| EOY | $2,132,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,490 | BOYAmt |
| EOY | $282,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,936,756 | BOYAmt |
| EOY | $2,535,264 | 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 | $30,101,024 | BOYAmt |
| EOY | $33,591,809 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,101,024 | BOYAmt |
| EOY | $33,591,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,037,780 | BOYAmt |
| EOY | $36,127,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,477,345 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,440 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,167 | DepreciationAmt |
| Book Value | $305 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $305 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTIES | $150,358 |
| HEALTH REIMBURSEMENT ACCOUNTS | $132,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $282,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,847,749 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,440 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,440 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,834,309 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,719 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,719 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,854,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,356,964 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,356,964 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,719 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,719 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,376,683 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS EMAILED TO ALL UNION AND EMPLOYER TRUSTEES IN PDF FORMAT FOR THEIR REVIEW AND COMMENT. THE FORM 990 IS THEN SIGNED AND FILED. |
| FORM 990, PART VI, LINE 12B: | THE FUND DOES NOT HAVE THESE POLICIES. HOWEVER, ITS OFFICERS ARE COVERED UNDER SERVICE EMPLOYEES INTERNATIONAL UNION POLICIES, SUCH AS THE CODE OF ETHICS, CONFLICT OF INTEREST AND WHISTLEBLOWER PROTECTION POLICIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)
| AFL-CIO APPALACHIAN COUNCIL |
| CHANGE TO WIN |
| COLORADO WINS |
| CWA LOCAL 3310 |
| HOPE OF TEXAS |
| MI FIMILIA VOTA |
| MISSION NURSING HOME |
| NCFO |
| NORTHERN PANHANDLE HEAD START |
| SEIU 1107 NEVADA |
| SEIU FL PUBLIC SERVICES UNION |
| SEIU FLORIDA STATE COUNCIL |
| SEIU HEADQUARTERS |
| SEIU HEALTHCARE MICHIGAN |
| SEIU HEALTHCARE WISCONSIN |
| SEIU ILLINOIS COUNCIL |
| SEIU LOCAL 11991115 |
| SEIU LOCAL 1991 |
| SEIU LOCAL 205 |
| SEIU LOCAL 21 LA |
| SEIU LOCAL 226 |
| SEIU LOCAL 48 ARIZONA |
| SEIU LOCAL 5 TEXAS |
| SEIU LOCAL 500 |
| SEIU LOCAL 512 VA |
| SEIU LOCAL 513 |
| SEIU PA STATE COUNCIL |
| SEIU WISCONSIN STATE COUNCIL |
| SEIU NAGE |
| UNITED AUTO WORKERS LOCAL 440 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| APEX NORTH LLC |
| DANMARK SECURITY |
| FINAL TOUCH LLC |
| KELLERMEYER BERGENSONS SER LLC |
| MARSDEN BUILDING MAINTENANCE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (69 entries)
| ABLE BUILDING MAINTENANCE |
| ABM (MILWAUKEE JANITORS) |
| ABM (MINNESOTA JANITORS) |
| ABM SECURITY SERVICES BUILDING SERVICES |
| ABM SOUTH CENTRAL (HOUSTON) |
| ABMHUNTLANIER PARKING |
| ADMIRAL SECURITY SERVICES |
| ALLIED BARTON SECURITY SERVICE |
| ALLIEDUNIVERSAL SECURITY |
| AMERICAN SECURITY LLC BUILDING SERVICES |
| ANDY FRAIN SERVICES INC |
| APOLLO INTERNATIONAL BUILDING SERVICES |
| ARAMARK |
| ARBOR MANAGEMENT |
| BLOCK BY BLOCK SMS HLDGS CORP |
| CAPITAL MAINTENANCE SERVICES BUILDING SERVICES |
| CARLSON BUILDING MAINTENANCE |
| COLUMBIA BUILDING SERVICES |
| COMMAND SECURITY CORP |
| COMPASS-USA (EUREST SERV) |
| CONGRESS OF CONN COMM COL |
| CONTRACT CLEANERS LIMITED LLC BUILDING SERVICES |
| DETROIT TIGERS |
| ERCELIK PARTNERSHIP |
| FBG SERVICE CORPORATION |
| G4S SECURITY BUILDING SERVICES |
| GCA SERVICE GROUP OSU |
| GCA SERVICES (HC) |
| HARVARD BUILDING MAINT (WI) BUILDING SERVICES |
| HARVARD BUILDING MAINTENANCE |
| HARVARD MAINTENANCE INC |
| HEALTHCARE SERVICE GROUP INC |
| ISS FACILITY (HC) SERVICE |
| ISS FACILITY SERVICE INC |
| KARD PROTECTION SERVICES |
| MANAGED SERVICES INC(MSI) |
| MCDOWELL COUNTY COMM ON AGING |
| MINNETONKA MOCCASIN CO |
| MONTERREY SECURITY |
| PETERSEN COMMERCIAL CLEANING |
| PORTLAND MEADOWS |
| PREMIER SECUIRTY CORP |
| PRESTIGE MAINTENANCE USA |
| PRITCHARD INDUSTRIES INC (HC) |
| PRUDENTIAL SECURITY INC |
| R&R JANITORIAL |
| REPAINTEX |
| ROOSEVELT HOUSE I & II |
| SBM SITE SERVICES |
| SCI OHIO FUNERAL SERVICES INC |
| SCIOTO SERVICES |
| SDI SECURITY |
| SECURITAS SECURITY SERVICES |
| SECURITAS SECURITY SERVICES USA |
| SMGUS BANK STADIUM |
| SODEXHO |
| SP PLUS CORPORATION |
| THE PROFESSIONAL GROUP |
| TITAN SECURITY SERVICES INC |
| TRANSCO CLEANING COMPANY LLC |
| TRIANGLE MAINTENANCE |
| UBM ENTERPRISESINC (HC) |
| UNIVERSAL PROTECTION SERVICES BUILDING SERVICES |
| US SECURITY ASSOCIATES |
| VIKING SECURITY |
| WAYNE COUNTY COMMUNITY SERVICE |
| WELLSPRING OF MILWAUKEE BUILDING SERVICES |
| WHELAN SECURITY SERVICES |
| YA PO AH TERRACE |
| 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 |