CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201713129349300836
- 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 | 2017-11-08T08:48:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 5335 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190215 | 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 | 362376645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL STATES JOINT BOARD HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | AND WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SPANO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3127380822 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01366109 | PTIN |
| Phone | 2126955003 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.119.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 11:26:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 503E4D3ABE1A06E84E6863D8EF618EC49F336D37 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3929EDA3C664FCF7CA3041490738B88418EEFD65 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SPANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $107,544,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 15 | 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 | $75,589,367 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,373,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,280,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,750,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,969,858 | PYOtherRevenueAmt |
| CY Other Revenue | $1,968,724 | CYOtherRevenueAmt |
| PY Total Revenue | $79,839,933 | PYTotalRevenueAmt |
| CY Total Revenue | $78,092,345 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $83,511,855 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $73,425,424 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $720,085 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $741,270 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,763,434 | PYOtherExpensesAmt |
| CY Other Expenses | $1,931,897 | CYOtherExpensesAmt |
| PY Total Expenses | $85,995,374 | PYTotalExpensesAmt |
| CY Total Expenses | $76,098,591 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,155,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,993,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,200,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,056,980 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $173,960 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,026,651 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,853,189 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 7,800 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 229 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127380822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FENCL LANE | AddressLine1Txt |
| City | HILLSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60162 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| STEVE TORELLO | |||||
| CHAIRMAN/TRUSTEE (RESIGNED 12/31/16) | 0.30 | Yes (X) | $0 | $131,747 | $44,749 |
| MARK SPANO | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $164,414 | $53,202 |
| BENNY CASTRO | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $106,835 | $35,508 |
| JOHN MILLER | |||||
| TRUSTEE (RESIGNED 12/31/16) | 0.30 | Yes (X) | $0 | $0 | $0 |
| GARY FAIRHEAD | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 |
| SHELLY ROSEN | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 |
| NORMAN SOEP | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 |
| FRANK OLVERA | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $99,057 | $37,578 |
| ANTHONY IORI | |||||
| PLAN MANAGER/TRUSTEE | 40.00 | Yes (X) | $91,200 | $12,729 | $35,585 |
| VELDON OLESON | |||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 |
| BRUCE SALTZBERG | |||||
| TRUSTEE (APPOINTED 12/31/16) | 0.30 | Yes (X) | $0 | $0 | $0 |
| PHILIP SITKOWSKI | |||||
| TRUSTEE (APPOINTED 12/31/16) | 0.30 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $91,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $514,782 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $206,622 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NETWORK ADMINISTRATION | $3,417,186 |
| MEDICAL COST MANAGEMENT | |||||
| 105 WEST ADAMS SUITE 2200 | CHICAGO | IL | 60603 | UTILIZATION REVIEW | $237,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $73,974,323 | $73,974,323 |
| PARTICIPANT CTRB. | 900099 | $399,082 | $399,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,373,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,665,777 | TotalRevenueColumnAmt |
| Exclusion | $1,665,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,536,284 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,451,845 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,439 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,439 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REBATES AND SUBSIDIES | 900099 | $1,964,951 | $1,964,951 |
| SUNDRY | 900099 | $3,773 | $3,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,968,724 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,092,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,426,568 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,665,777 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,425,424 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,200 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,303 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,614 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,299 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,854 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,415 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,062 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,390 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,825 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,627 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,952 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,493 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,552 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,109 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CASE MANAGEMENT | $294,514 |
| ALLOCATED EXPENSES | $284,975 |
| CLAIMS PROCESSING | $113,823 |
| DATA PROCESSING | $25,017 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,143 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,098,591 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,975 | BOYAmt |
| EOY | $2,152,645 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,438 | BOYAmt |
| EOY | $1,130,705 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,890 | BOYAmt |
| EOY | $66,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $396,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $286,694 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,245 | BOYAmt |
| EOY | $109,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,020,203 | BOYAmt |
| EOY | $39,929,497 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,107,860 | BOYAmt |
| EOY | $9,668,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,200,611 | BOYAmt |
| EOY | $53,056,980 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,656 | BOYAmt |
| EOY | $99,501 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,304 | BOYAmt |
| EOY | $104,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,960 | BOYAmt |
| EOY | $203,791 | 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 | $50,026,651 | BOYAmt |
| EOY | $52,853,189 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,026,651 | BOYAmt |
| EOY | $52,853,189 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,200,611 | BOYAmt |
| EOY | $53,056,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,993,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $832,784 | 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 | $27,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,409 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $368,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,285 | DepreciationAmt |
| Book Value | $109,693 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $109,693 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST INTERMEDIATE TERM HIGH YIELD FUND, L.P. | Desc |
| Book Value | $9,668,355 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,668,355 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTIONS REC IN ADVANCE | $3,850 |
| DUE TO BROKER FOR PENDING TRADES | $100,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $104,290 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $78,746,739 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $832,784 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $832,784 | RevenueNotReportedAmt |
| Revenue Subtotal | $77,913,955 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $178,390 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $178,390 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,092,345 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $75,920,201 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $75,920,201 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $178,390 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $178,390 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $76,098,591 | TotalExpensesPerForm990Amt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVE TORELLO | ||||||||||||||
| CHAIRMAN/TRUSTEE (RESIGNED 12/31/16) | $0 | $131,747 | $0 | $0 | $0 | $0 | $0 | $0 | $44,749 | $0 | $44,749 | $131,747 | $0 | $0 |
| MARK SPANO | ||||||||||||||
| TRUSTEE | $0 | $164,414 | $0 | $0 | $0 | $0 | $0 | $0 | $53,202 | $0 | $53,202 | $164,414 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MIDWEST PENSION PLAN | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 366512748 | TO PROVIDE PENSION BENEFITS TO MEMBERS | IL | 401(A) | 0 |
| CENTRAL STATES JOINT BOARD AFL-CIO | ||||||||
| 245 FENCL LANE | HILLSIDE | IL | 60162 | 362224162 | ASSIST LOCAL UNIONS | IL | 501C(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (286 entries)
| 3 WON |
| A & H PLUMBING |
| A SCHOENEMANN |
| ACME INDUSTRIAL |
| ADCO-LITHO-LINE |
| ADVANCED BOILER |
| ADVANCED RADIOL |
| AEM BILLING |
| AG MANUFACTURIN |
| ALFA LAVAL INC |
| ALL STATE APPRA |
| ALLSTAR AUTOMOT |
| AMERICAN BODY C |
| AMERICAN FINANC |
| AMERICAN METALC |
| AMERICAN NAME P |
| AMERICAN PLATIN |
| AMTEC PRECISION |
| ANDERSON DIE CA |
| ANDRIACHI INC |
| ANGELS GRACE HO |
| ANYWAVE COMMUNI |
| APOLLO PLASTICS |
| APP DESIGN INC |
| ARMBRUST PAPER |
| ASHLAND MILLWOR |
| AUSTGEN ELECTRI |
| AVANTI STAFFING |
| AYOTTE DECKER |
| B & R REPAIR |
| BICC SYSTEM |
| BACIN GROUP |
| BARSTEEL |
| BERKSHIRE REFRI |
| BESCO AIR INC |
| BETTER CONTAINE |
| BLUE THUNDER TR |
| BMW PLUMBING IN |
| BORKUSLAW |
| BRANDENBURGER P |
| BRIAN DEMBO OD |
| BROWN BROWN & |
| BROYLEES PLUMBI |
| BSSI2 |
| BTM INDUSTRIES |
| BUSINESS MACHIN |
| C & G SYSTEMS C |
| CALLEN MFG |
| CAMEO MOLD |
| CAPITAL BUILDIN |
| CASSIDY PROLINE |
| CASTLE GROUP HE |
| CATALANO CABOOR |
| CAVANAUGH LAW G |
| CAWLEY |
| CCCB DBA CEMENO |
| CELLUSUEDE |
| CENTRAL SHEET M |
| CENTURY PLATING |
| CHEMCOATERS |
| CHICAGO ANODIZI |
| CHICAGO MAILING |
| CHICAGO POWDERE |
| CHICAGO STEEL |
| CLINTON ACCOUNT |
| COLOR COMMUNICA |
| COLORS FOR PLAS |
| COMMUNICATIONS |
| COMPLETE FINANC |
| CONDON & COOK |
| CONLIN LANDSCAP |
| CONTINENTAL TRA |
| COTTON GOODS MF |
| COURTESY PLUMBI |
| CRAFTSMAN PLATI |
| CRESCENT CARDBO |
| CSJB HEALTH & W |
| CSJB STAFF - 18 |
| CSJB STAFF - 30 |
| CUNNINGHAM INSU |
| D MARTIN |
| DAMSNELL & TAV |
| DANIEL CREANEY |
| DEERFIELD ELECT |
| DEV MEDICAL ASS |
| DIAMOND THERAPY |
| DIAMOND TOOL & |
| DIX MCGUIRE INT |
| DRUMMOND |
| DS&P INSURANCE |
| DURABILT FENCE |
| DUROWELD |
| DUTCH VALLEY GR |
| DYNASTY MOLD BR |
| E GORNELL & SON |
| E&C CUSTOM PLAS |
| ED'S AUTOMOTIVE |
| EDSAL MFG COMPA |
| ELITE GYNECOLOG |
| EMPLOYER UNITED |
| ENCOMPASS PHYSI |
| EYE SPECIALIST |
| FAMILY EYECARE |
| FIXTURE HARDWAR |
| FONTANA GROUP |
| FOX BOWL |
| FRESH EXPRESS C |
| FRIGID FLUID CO |
| FULLERS |
| G3 CONSTRUCTION |
| GANE BROTHERS & |
| GENERAL EQUIPME |
| GLOBAL MATERIAL |
| GLOBAL SALES |
| GMT INC |
| GRABOWSKI SURGI |
| GREAT DANE TRAI |
| GREEN GLEN |
| GREEN KEY |
| H GROUP |
| HANDI-FOIL CORP |
| HARD ROCK CONCR |
| HARLEM AUTO PAR |
| HAROLD J KRINS |
| HARVEY ANESTHES |
| HFI FLUIDS |
| HIGHLAND TRADIN |
| HOME PRODUCTS I |
| HTP |
| HYGENIEERING |
| I DESIGN |
| ICL INTERIOR |
| IL ORG FOR JEWI |
| INLAND ARTS & G |
| ISS |
| JAMES INSTRUMEN |
| JENSEN PLATING |
| JIFFY METAL PRO |
| JOHN J KIELY |
| JUDY'S MAILING |
| KINDELSPIRE'S A |
| KIWI CODERS COR |
| KLEISER THERAPY |
| LA-CO INDUSTRIE |
| LAKE ANESTHESIA |
| LAKE FOREST INT |
| LAKE FOREST OB |
| LAKELAND |
| LAKESHORE SECUR |
| LAKEVIEW ASSOCI |
| LANDMARK MANAGE |
| LEVY CREATIONS |
| LEWIS PLASTIC C |
| LIFE FITNESS |
| LINDY MANUFACTU |
| LOSCH |
| LOSS & PAVONE |
| M BROWN & ASSO |
| MAAS & SONS |
| MAF COMPANY |
| MAKRAY MFG |
| MANDARIN ORANGE |
| MANNHEIM ARENA |
| MANOR TOOL AND |
| MAPLE TREE ACAD |
| MARGO TRANSPORT |
| MATA COMMUNITY |
| MCGOVERN & GREE |
| MCVEY & PARSKY |
| MEDICAL CENTER |
| MELT DESIGN |
| MERCURY METAL |
| MICHAEL EPSTEIN |
| MICHAEL LEWIS C |
| MIDDLETON OVERH |
| MIDLAND ORAL |
| MIDWEST DRILL F |
| MIDWEST HOSE & |
| MIDWEST PENSION |
| MILTON IND COR |
| MLT SALES |
| MONTERREY SECUR |
| MOON ISLAND FAR |
| MORRIS MEAT MAR |
| MOTHERWAY & NAP |
| NATIONAL LIFE |
| NDP GROUP LLC |
| NEW LEAF RESOUR |
| NO ENGRAVING ( |
| NORTH SHORE FOO |
| NORTH SUBURBAN |
| NOVUM STRUCTURE |
| OBL FINANCIAL S |
| ONSITE |
| ORTHASSIST |
| ORTHOPEDIC ASSO |
| OSCHNER INTERNA |
| P&L SCREW PRODU |
| PANKOW |
| PERFECTION SPRI |
| PHOENIX ELECTRI |
| PJ NAGIC |
| PLASTICS GROUP |
| PLAYERS INDOOR |
| POLAR ICE COMPA |
| POZZO TRUCK CEN |
| PREMIER MECHANI |
| PRIMARY FREIGHT |
| PTC TUBULAR PRO |
| PTSIR |
| R & S DISTRIBUT |
| RACO INDUSTRIAL |
| REEDER & VERMAA |
| RELEVANT HEALTH |
| REPUBLIC PACKAG |
| RETINA CONSULTA |
| RICHARDSON SEAT |
| ROCKINGHAM FOOD |
| ROCKINGHAM VENT |
| ROSATIS MCHENRY |
| ROSATI'S PIZZA |
| ROYAL OAKS CORP |
| RWE |
| S J ABRAMS & CO |
| SI JACOBSON I |
| SALVATORES |
| SAM BITTAR MD |
| SCOTT R BECKMA |
| SECURE CLOUD |
| SERPE INSURANCE |
| SERVICE METAL W |
| SERVICE TECH HE |
| SGA PRODUCTION |
| SHEPPARD MEDICA |
| SIGMATRON INTER |
| SILVON |
| SIMON PRODUCTS |
| SLOBODAN VUCICE |
| SMALL ASSEMBLIE |
| SMITH MAZURE |
| SPONGE CUSHION |
| SRW |
| STEFFENES |
| STERLING BAY CO |
| STINGRAY MECHAN |
| STUTZ CO |
| SUBURBAN MEDICA |
| SULLIVAN -OSTIO |
| SULLYS HOUSE |
| SURE-WAY DIE DE |
| TALCOTT FOOT & |
| TAYLOR PLUMBING |
| THE LEVY GROUP |
| TOTAL WOMEN'S H |
| TRAINOR TRUCKIN |
| TRELLEBORG SEAL |
| TRI-MARKMARLIN |
| UHES LLC |
| UNITY MANUFACTU |
| UNIVERSAL BRUSH |
| VALLEY VIEW DEN |
| VAN NORMAN MOLD |
| VEINS WITHOUT S |
| VESUVIUS USA |
| VIDEO TECH AUDI |
| WEBER STEPHEN |
| WEBER STEPHENS |
| WEBER WAREHOUSE |
| WELLER DENTAL |
| WERTHEIMER BOX |
| WEST SUBURBAN E |
| WESTBROOKCHURC |
| WESTGATE |
| WILKOMM |
| WILSON & TAYLOR |
| WOHL |
| WOLIN & ROSEN L |
| WORLD CHICAGO |
| WRK MANAGEMENT |
| NORTH GROVE INT |
| NPN 360 |
| PRECISION CONNE |
| RELIABLE TRADE |
| TH RYAN |
| URBAN CARE LLC |
| WHEATON CARE CE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| K | $74,400 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| O | $127,045 |
| CENTRAL STATES JOINT BOARD AFL-CIO | |
| P | $157,930 |