INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN: Form 990, tax year 2016
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- Organization
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN (EIN 36-2153764)
- Tax period
- 2016-02-01 to 2017-01-31
- Filed
- 2017-08-26
- IRS object ID
- 201712389349300001
- 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 | 2017-08-26T10:43:10-05:00 | ReturnTs |
| Tax Period End | 2017-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19615 S LAGRANGE ROAD | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362153764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | BusinessNameLine1Txt |
| Business Name Line2 | 710 HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 7732542500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL PILGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7732542500 | PhoneNum |
| Signature | 2017-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES DIGIOVANNI | PreparerPersonNm |
| PTIN | P00284901 | PTIN |
| Phone | 7089957180 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.100.43.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-26 | IPDt |
| IP Tm | 10:43:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD2F5A6855584BEFBC68452237D9336111CE352F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD2F5A6855584BEFBC68452237D9336111CE352F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMUEL PILGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $257,023,569 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | 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 | $49,359,353 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,248,221 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,463,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,146,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,905 | PYOtherRevenueAmt |
| CY Other Revenue | $24,474 | CYOtherRevenueAmt |
| PY Total Revenue | $50,834,441 | PYTotalRevenueAmt |
| CY Total Revenue | $61,419,115 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $47,415,654 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $51,125,691 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,670,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,183,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,044,876 | PYOtherExpensesAmt |
| CY Other Expenses | $546,382 | CYOtherExpensesAmt |
| PY Total Expenses | $50,131,453 | PYTotalExpensesAmt |
| CY Total Expenses | $52,855,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $702,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,563,343 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,420,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,617,832 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,461,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,884,345 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,958,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,733,487 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 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 | 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 | Yes (1) | 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 | 895 | 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN O'MALLEY | PersonNm |
| Phone | 7732542500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN T COLI | |||||||
| CHAIRMAN/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE K BRINSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL D PILGER | |||||||
| SECRETARY TREASURER/TRUSTE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY CALDWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD T SHERLOCK | |||||||
| FORMER TRUSTEE | 1.00 | Yes (X) | $0 | $140,492 | $44,034 | 45.00 | |
| DANIEL HOYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN O'MALLEY | |||||||
| ADMINISTRATOR | 25.00 | $329,988 | $0 | $43,456 | 25.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $329,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $140,492 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,490 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 E RANDOLPH | CHICAGO | IL | 60601 | BENEFIT CONTRACT ADMINISTRATOR | $1,345,014 |
| WILLIG WILLIAMS & DAVIDSON | |||||
| 1845 WALNUT ST 24TH FL | PHILADELPHIA | PA | 19103 | LEGAL | $133,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $49,323,444 | $49,323,444 |
| RETIREE CONTRIBUTIONS | 900099 | $401,004 | $401,004 |
| PARTICIPANT CONTRIBUTI | 900099 | $302,321 | $302,321 |
| CLAIMS REFUNDS AND SET | 900099 | $221,452 | $221,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,248,221 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,555,110 | TotalRevenueColumnAmt |
| Exclusion | $1,555,110 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205,195,764 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195,604,454 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,591,310 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,591,310 | TotalRevenueColumnAmt |
| Exclusion | $9,591,310 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,474 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,474 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,419,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,272,695 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,146,420 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,125,691 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,722 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,761 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,858 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,561 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,797 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,943 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,880 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,418 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,212 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,392 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,009 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,754 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,982 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,264 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,206 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,675 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION - DEFINED BENEF | Desc |
| Total | -$824,353 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,855,772 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,486 | BOYAmt |
| EOY | $1,231,385 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,861,805 | BOYAmt |
| EOY | $3,612,999 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,379,565 | BOYAmt |
| EOY | $5,128,436 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,539 | BOYAmt |
| EOY | $1,065,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $647,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $599,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,203 | BOYAmt |
| EOY | $48,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,883,080 | BOYAmt |
| EOY | $76,040,733 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,153,553 | BOYAmt |
| EOY | $2,490,404 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,420,231 | BOYAmt |
| EOY | $89,617,832 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,596 | BOYAmt |
| EOY | $118,435 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,410,778 | BOYAmt |
| EOY | $9,765,910 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,461,374 | BOYAmt |
| EOY | $9,884,345 | 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 | $76,958,857 | BOYAmt |
| EOY | $79,733,487 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,958,857 | BOYAmt |
| EOY | $79,733,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,420,231 | BOYAmt |
| EOY | $89,617,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,563,343 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,788,713 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,178 | DepreciationAmt |
| Book Value | $31,135 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $529,661 | OtherCostOrOtherBasisAmt |
| Depreciation | $512,366 | DepreciationAmt |
| Book Value | $17,295 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,430 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY FOR LOSS ON SECURITIES LENDING | $259,383 |
| LIABILITY TO RETURN CASH COLLATERAL HELD FOR SECURITIES ON LOAN | $2,490,404 |
| CLAIMS AND INS PREMIUMS PAYABLE | $822,914 |
| CLAIMS INCURRED BUT NOT REPORTED | $5,685,708 |
| PRESCRIPTION BENEFITS PAYABLE | $320,326 |
| DENTAL FEES PAYABLE | $2,332 |
| DUE TO RELATED FUND | $56,911 |
| DUE TO BROKER | $127,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,765,910 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,511,984 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,788,713 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,788,713 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,300,697 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $118,418 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $118,418 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $61,419,115 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,749,616 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,749,616 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $118,418 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,012,262 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$893,844 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,855,772 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEES BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN CLAIMS AND PREMIUMS PAYABLE -1,270,050. INCREASE IN CLAIMS INCURRED BUT NOT REPORTED 265,286. DECREASE IN PRESCRIPTION BENEFITS PAYABLE -4,772. DECREASE IN DENTAL FEES PAYABLE -2,726. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BERNARD T SHERLOCK | ||||||||||||||
| FORMER TRUSTEE | $0 | $140,492 | $0 | $0 | $0 | $0 | $0 | $24,834 | $0 | $19,200 | $0 | $184,526 | $0 | $0 |
| BRIAN O'MALLEY | ||||||||||||||
| ADMINISTRATOR | $329,988 | $0 | $0 | $0 | $0 | $0 | $12,246 | $12,246 | $9,482 | $9,482 | $351,716 | $21,728 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MICHAEL O'MALLEY | |||
| EMPLOYEE | $125,411 | MICHAEL O'MALLEY IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS MICHAEL O'MALLEY A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HIS BEHALF. MICHAEL O'MALLEY IS A FAMILY MEMBER OF A CURRENT KEY EMPLOYEE OF THE PLAN. | 0 |
| ILLINOIS ADVOCATES | |||
| LAW FIRM OWNED BY SON OF A TRUSTEE OF THE PLAN | $34,518 | CO-COUNSEL WITH WILLIG, WILLIAMS AND DAVIDSON RECEIVES LEGAL FEES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND IS MADE AVAILABLE TO THE TRUSTEES PRIOR TO FILING. THE FORM IS SIGNED AND FILED AFTER THIS REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE REVIEWED PERIODICALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
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 | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| IB OF T LOCAL NO 710 PENSION FUND | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 362377656 | PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITS | IL | 501(A) | N/A | 0 |
| EMPLOYEES PENSION PLAN OF IB OF T UNION LOCAL 710 H&W FUND | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 362153764 | PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITS | IL | 501(A) | N/A | 0 |
| IB OF T LOCAL UNION NO 710 | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 361460890 | CONTIRBUTING EMPLOYER | IL | 501(C)(5) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (36 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AIRGAS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ANICHINI BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ARKANSAS BEST FRT-GE | |
| CONTRIBUTING EMPLOYER | 0 |
| AURORA PACKING CO D | |
| CONTRIBUTING EMPLOYER | 0 |
| BREAKTHRU BEVERAGE G | |
| CONTRIBUTING EMPLOYER | 0 |
| CASSENS TRANSPORT CO | |
| CONTRIBUTING EMPLOYER | 0 |
| CITY FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| CND TRANSPORTATION | |
| CONTRIBUTING EMPLOYER | 0 |
| CPC LOGISTICS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DAILY MEAT SUPPLY I | |
| CONTRIBUTING EMPLOYER | 0 |
| FOUR STAR FOODS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GOLDEN STATE FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| GUARINO WHOLESALE I | |
| CONTRIBUTING EMPLOYER | 0 |
| H & M INTERNATIONAL | |
| CONTRIBUTING EMPLOYER | 0 |
| HEBDING TRANSPORT I | |
| CONTRIBUTING EMPLOYER | 0 |
| HOFMEISTER JOHN AND | |
| CONTRIBUTING EMPLOYER | 0 |
| JACK COOPER TRANSPOR | |
| CONTRIBUTING EMPLOYER | 0 |
| KALUZNY BROTHERS IN | |
| CONTRIBUTING EMPLOYER | 0 |
| L AND L PROVISION | |
| CONTRIBUTING EMPLOYER | 0 |
| LINCOLN PROVISIONS I | |
| CONTRIBUTING EMPLOYER | 0 |
| MAHONEY ENVIRONMENTA | |
| CONTRIBUTING EMPLOYER | 0 |
| MONDELEZ GLOBAL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| MORREALE JOHN R I | |
| CONTRIBUTING EMPLOYER | 0 |
| NEALEY FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| PACIFIC RAIL SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| RANDOLPH PACKING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| ROSE PACKING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| SOUTHERN WINE & SPIR | |
| CONTRIBUTING EMPLOYER | 0 |
| STEINBACH PROVISION | |
| CONTRIBUTING EMPLOYER | 0 |
| STOCK YARDS CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| SYSCO CHICAGO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| USF HOLLAND INC | |
| CONTRIBUTING EMPLOYER | 0 |
| VANEK INC | |
| CONTRIBUTING EMPLOYER | 0 |
| WHITE CASTLE SYSTEM | |
| CONTRIBUTING EMPLOYER | 0 |
| WICHITA PACKING COMP | |
| CONTRIBUTING EMPLOYER | 0 |
| YRC WORLDWIDE | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |