MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND: Form 990, tax year 2015
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- Organization
- MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND (EIN 38-6058383)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-06-13
- IRS object ID
- 201721649349300532
- Schema version
- 2015v3.0
- 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 | 2017-06-13T11:31:33-04:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDA GRACE STULZ & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 VAN DYKE AVE STE 100 | AddressLine1Txt |
| City | STERLING HEIGHTS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386058383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN CARPENTERS' HEALTH CARE | BusinessNameLine1Txt |
| Business Name Line2 | CARPENTERS' HEALTH CARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 489170000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN KLINGLER | PersonNm |
| Person Title | CHAIRMAN (PART YEAR) | PersonTitleTxt |
| Phone | 5173217502 | PhoneNum |
| Signature | 2016-12-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STULZ | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2017-06-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN KLINGLER | PrincipalOfficerNm |
| Gross Receipts | $25,765,962 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,259,925 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,684,234 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,046,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $142,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,523 | PYOtherRevenueAmt |
| CY Other Revenue | $1,939,106 | CYOtherRevenueAmt |
| PY Total Revenue | $23,349,272 | PYTotalRevenueAmt |
| CY Total Revenue | $25,765,962 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $28,621,863 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,091,949 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,628,090 | PYOtherExpensesAmt |
| CY Other Expenses | $2,716,720 | CYOtherExpensesAmt |
| PY Total Expenses | $31,249,953 | PYTotalExpensesAmt |
| CY Total Expenses | $26,808,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,900,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,042,707 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,001,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,302,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,813,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,384,621 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,188,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,917,811 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICPANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC INTERNATIONAL CORP | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DR | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 |
|---|---|---|---|---|---|---|
| MICHAEL J JACKSON SR | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $249,751 | $0 |
| KEVIN KLINGLER | ||||||
| CHAIRMAN (PA | 1.00 | 40.00 | Yes (X) | $0 | $101,256 | $29,723 |
| LEON TURNWALD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $88,445 | $32,150 |
| BRIAN KERRIGAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $88,445 | $29,723 |
| TYLER MCCASTLE | ||||||
| CHAIRMAN (PA | 1.00 | 40.00 | Yes (X) | $0 | $82,954 | $29,723 |
| TRAVIS FAIRBANKS | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $77,464 | $29,723 |
| CHAD MILLER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $76,604 | $29,478 |
| ROBERT ROOT | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM HENDRICK | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| STANLEY BUELL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| GARY BENJAMIN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT FISHER | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| BART CARRIGAN | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| JOHN KERSAAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| BOB SPENCE | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $764,919 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $180,520 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | 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 | |||||
| 600 EAST LAFAYETTE | DETROIT | MI | 48226 | CLAIMS ADMIN | $1,642,331 |
| TIC INTERNATIONAL CORPORATION | |||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | ADMINISTRATION | $788,638 |
| 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 | 230000 | $18,774,109 | $18,774,109 |
| PARTICIPANT SELF-PAYMENTS | 900099 | $4,910,125 | $4,910,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,684,234 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,622 | TotalRevenueColumnAmt |
| Exclusion | $142,622 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER | 900099 | $1,932,791 | $1,932,791 |
| LIQUIDATED DAMAGES | 900099 | $6,315 | $6,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,939,106 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,765,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,623,340 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $142,622 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,091,949 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256,827 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,221 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,424 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,662 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,872 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,773 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,576 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,087 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,062 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBER COMMUNICATIONS | $18,171 |
| BANK SERVICE CHARGES | $17,713 |
| NOTICES TO PARTICIPANTS | $5,800 |
| TELEPHONE | $2,962 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,570 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,808,669 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,343,982 | BOYAmt |
| EOY | $1,384,597 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,813 | BOYAmt |
| EOY | $3,503,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,302 | BOYAmt |
| EOY | $868,784 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,350,697 | BOYAmt |
| EOY | $13,545,578 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,001,794 | BOYAmt |
| EOY | $19,302,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,059 | BOYAmt |
| EOY | $896,621 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,771,000 | BOYAmt |
| EOY | $14,488,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,813,059 | BOYAmt |
| EOY | $15,384,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,188,735 | BOYAmt |
| EOY | $3,917,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,188,735 | BOYAmt |
| EOY | $3,917,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,001,794 | BOYAmt |
| EOY | $19,302,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,042,707 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,228,217 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $13,062,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,426,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,488,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,533,083 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,228,217 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,228,217 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,761,300 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,662 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,662 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,765,962 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,804,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $26,804,007 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,662 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,662 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,808,669 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J JACKSON SR | PersonNm |
| Title | TRUSTEE | TitleTxt |
| Compensation Based On Rltd Orgs | $249,751 | CompensationBasedOnRltdOrgsAmt |
| Total Compensation Rltd Orgs | $249,751 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY TRUST FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECUASE OF THIS ORGANIZATIONAL REQUIREMENT THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED IN THE INSTRUCTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP INTO THEIR OFFICER POSITIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART I ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| FORM 990, PART VII | LINE 1A - TYLER MCCASTLE, BRIAN KERRIGAN, LEON TURNWALD, CHAD MILLER, MICHAEL J. JACKSON SR, TRAVIS FAIRBANKS AND KEVIN KLINGLER SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF THE MICHIGAN REGIONAL COUNSIL OF CARPENTERS, WHICH WAS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGANIZATION AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHIGAN CARPENTERS' PENSION FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386233978 | PENSION | MI | 401A | N/A | false | |
| MICHIGAN CARPENTERS' APPRENT FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386122431 | TRAINING | MI | 501C3 | N/A | false | 2 |
| MICHIGAN REGIONAL COUNCIL OF CARP | ||||||||||
| 400 RENAISSANCE CENTER 1010 | DETROIT | MI | 48243 | 383292997 | UNION | MI | 501C5 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (211 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A & F CONSTRUCTION CO INC | |
| N/A | false |
| ACP OF LENAWEE INC | |
| N/A | false |
| A & G CONSTRUCTION LLC | |
| N/A | false |
| ANM CONSTRUCTION CO INC | |
| N/A | false |
| API INC | |
| N/A | false |
| ACOUSTICAL ARTS INC | |
| N/A | false |
| ADVANTAGE INDUSTRIAL SYS LLC | |
| N/A | false |
| ALFREDSON BROS CONSTRUCTION | |
| N/A | false |
| ALLEN MAX CONSTRUCTION | |
| N/A | false |
| AMALIO CORPORATION | |
| N/A | false |
| ANLAAN CORPORATION | |
| N/A | false |
| ANTON CABINETRY | |
| N/A | false |
| A P POWER COM | |
| N/A | false |
| ARBOR CONSTRUCTION PERSONNEL | |
| N/A | false |
| ARCHITECTUAL INTERIORS INSTLRS | |
| N/A | false |
| ARISTEO CONSTRUCTION | |
| N/A | false |
| ASSOCIATED CONSTRUCTION | |
| N/A | false |
| ATLANTIC PLANT MAINT INC | |
| N/A | false |
| B & B CONTRACTING SERVICE CO | |
| N/A | false |
| BKB CONSTRUCTION | |
| N/A | false |
| BDS INC | |
| N/A | false |
| B3 INSTALLATIONS INC | |
| N/A | false |
| BARTON MALOW CO | |
| N/A | false |
| BATES CONSTRUCTION INC | |
| N/A | false |
| BAY RESOURCE MANAGEMENT INC | |
| N/A | false |
| BEAU'S CONSTRUCTION CO | |
| N/A | false |
| BHI SPECIALTY SERVICES | |
| N/A | false |
| BLOOM ROOFING SYSTEMS INC | |
| N/A | false |
| BOLDT COMPANY | |
| N/A | false |
| BOWEN ENGINEERING CORPORATION | |
| N/A | false |
| BRAND ENERTY SERVICES | |
| N/A | false |
| BRONNER WM AND SONS CONTR | |
| N/A | false |
| BROWN & BROWN GENERAL CONTRACT | |
| N/A | false |
| BUCK CLIFFORD CONSTRUCTION CO | |
| N/A | false |
| C L S CONSTRUCTION SERVICE | |
| N/A | false |
| CALACCI CONSTRUCTION | |
| N/A | false |
| CASE CONSTRUCTION CO INC | |
| N/A | false |
| CASE WORK LOC | |
| N/A | false |
| CASTLES BROS INC | |
| N/A | false |
| CENTRAL INTERIORS INC | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS INC | |
| N/A | false |
| CLARK UNION SERVICES | |
| N/A | false |
| CLOSNER CONSTRUCTION | |
| N/A | false |
| COCHRAN DRYWALL | |
| N/A | false |
| COLLINS DESIGNBUILD INC | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| COMMERCIAL CONTRACTING NORTH | |
| N/A | false |
| COMMERCIAL CONTRACTORS INC | |
| N/A | false |
| COMPLETE OFFICE INTERIORS | |
| N/A | false |
| COMSTOCK CONSTRUCTION COMPANY | |
| N/A | false |
| CONSTRUCTION LABOR SERVICES | |
| N/A | false |
| CONTINENTAL CONST | |
| N/A | false |
| COOK JACKSON CONTRACTORS | |
| N/A | false |
| COWHY-HAYES CONSTRUCTION INC | |
| N/A | false |
| CRITTENDEN CONST CO INC | |
| N/A | false |
| CROWN COR INC | |
| N/A | false |
| CRYDERMAN BUILDERS INC | |
| N/A | false |
| CUNNINGHAM CONSTRUCTION | |
| N/A | false |
| D S I ACOUSTICAL COMPANY | |
| N/A | false |
| DAN'S EXCAVATING INC | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DELTA T CONSTRUCTION | |
| N/A | false |
| DEMARIA BUILDING | |
| N/A | false |
| DETROIT CONCRETE CONST INC | |
| N/A | false |
| DGI MENARD INC | |
| N/A | false |
| DHI SERVICES INC | |
| N/A | false |
| DOBIE CONSTRUCTION INC | |
| N/A | false |
| DOTSON CO THE | |
| N/A | false |
| DOVER & COMPANY | |
| N/A | false |
| DWL TRADES LLC | |
| N/A | false |
| DZ CONSTRUCTION COMPANY | |
| N/A | false |
| ERICKSON & LINDSTROM CON | |
| N/A | false |
| F A INDUSTRIAL SERVICES INC | |
| N/A | false |
| FARNELL CONTRACTING | |
| N/A | false |
| FASTDECKS INC | |
| N/A | false |
| FAULKNER CONSTRUCTION CO | |
| N/A | false |
| FESSLER & BOWMAN | |
| N/A | false |
| FISHER CONTRACTING | |
| N/A | false |
| FLOORING SERVICES INC | |
| N/A | false |
| FOULKE CONSTRRUCTION COMPANY | |
| N/A | false |
| FREEMAN | |
| N/A | false |
| FRITZ-ELLIS CONST CO INC | |
| N/A | false |
| GAERTNER BUILDERS | |
| N/A | false |
| GEM INSTALLATION | |
| N/A | false |
| GERACE CONSTRUCTION CO INC | |
| N/A | false |
| GIBSON-LEWIS | |
| N/A | false |
| GILMOUR CONSTRUCTION INC | |
| N/A | false |
| GOEBEL FIXTURE COMPANY | |
| N/A | false |
| GOUGH INC | |
| N/A | false |
| GRAND RIVER CONSTRUCTION INC | |
| N/A | false |
| GRANGER CONSTRUCTION | |
| N/A | false |
| GRANGER CONTRACTING CO INC | |
| N/A | false |
| GREATLAKES CEILING & CARP INC | |
| N/A | false |
| GUNDLACH CHAMPION INC | |
| N/A | false |
| HACKETT CONSTRUCTION | |
| N/A | false |
| HANEL MATT CONSTRUCTION INC | |
| N/A | false |
| HARDMAN CONSTRUCTION | |
| N/A | false |
| HAYES MECHANICAL | |
| N/A | false |
| HERBERT CONSTRUCTION COMPANY | |
| N/A | false |
| HEINEMAN J R & SONS | |
| N/A | false |
| HENDRICK RC AND SON INC | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HULL C A INC | |
| N/A | false |
| HUSSMAN SERVICES CORP | |
| N/A | false |
| IDEAL CONTRACTING | |
| N/A | false |
| IMMEL HOWARD INC | |
| N/A | false |
| INDUSTRIAL CONSTRUCTION SERVICE | |
| N/A | false |
| INDUSTRIAL MAINTENANCE | |
| N/A | false |
| INDUSTRIAL SERVICES GROUP INC | |
| N/A | false |
| INTEGRITY INTERIORS | |
| N/A | false |
| INTERIOR INSTALLATIONS SRVS | |
| N/A | false |
| IRON MOUNTAIN ACOUSTIC | |
| N/A | false |
| J J WHITE INC | |
| N/A | false |
| JAMAR CO THE | |
| N/A | false |
| JOHNSON SERENUS & SON CONST | |
| N/A | false |
| JONES CONSTRUCTION COMPANY | |
| N/A | false |
| KALAKAY CONSTRUCTION | |
| N/A | false |
| KAPPAZ ENTERPRISES | |
| N/A | false |
| KEEN COMPANY | |
| N/A | false |
| KOSER HYDRO LLC | |
| N/A | false |
| KLEIN CABINETS AND INTERIORS | |
| N/A | false |
| KOSORSKI WALLY | |
| N/A | false |
| KRIEGHOFF LENAWEE COMPANY | |
| N/A | false |
| LAKEHEAD CONSTRUCTORS | |
| N/A | false |
| LANKFORD CONSTRUCTION CO | |
| N/A | false |
| LASALLE GROUP INC | |
| N/A | false |
| LEIMENSTOLL SERVICES | |
| N/A | false |
| LINDBERT A & SONS | |
| N/A | false |
| LUNCA CONSTRUCTION COMPANY | |
| N/A | false |
| M C T SERVICES LLC | |
| N/A | false |
| MANIC CO INC | |
| N/A | false |
| MARKET & JOHNSON | |
| N/A | false |
| MARSHALL BUILDERS | |
| N/A | false |
| MAVID CONSTRUCTION SERVICES | |
| N/A | false |
| MCGUIRES PROFESSIONAL CONST | |
| N/A | false |
| MEYER CR & SONS COMPANY | |
| N/A | false |
| MICHIGAN OVERHEAD DOOR | |
| N/A | false |
| MILBOCKER & SONS INC | |
| N/A | false |
| MIRON CONSTRUCTION CO INC | |
| N/A | false |
| MOORE-TROSPER CONSTRUCTION CO | |
| N/A | false |
| MUSKEGON QUALITY BLDRS INC | |
| N/A | false |
| N B PROCESSING INC | |
| N/A | false |
| NASHVILLE CONSTRUCTION CO | |
| N/A | false |
| NATIONAL STEEL ERECTION | |
| N/A | false |
| NESS ROY CONTRACTING & SALES | |
| N/A | false |
| NIELSEN COMMERCIAL CONST CO | |
| N/A | false |
| NORTHERN INDUSTRIAL CONST INC | |
| N/A | false |
| O BOYLE AND COMPANY | |
| N/A | false |
| OCP CONTRACTORS | |
| N/A | false |
| O'HARROW CONSTRUCTION CO | |
| N/A | false |
| OSBORN'S CONCRETE INC | |
| N/A | false |
| PARK MCPHERSON DESIGN & CONST | |
| N/A | false |
| PASCOE JW | |
| N/A | false |
| PCI CONSTRUCTION SERVICES LLC | |
| N/A | false |
| PCI ENERGY SERVICES | |
| N/A | false |
| PEARSON EQUIPMENT & SERVICE | |
| N/A | false |
| PEREZ J CONSTRUCTION INC | |
| N/A | false |
| PHILLIPS ROBERT W LLC | |
| N/A | false |
| PRECISION INTERIORS LLC | |
| N/A | false |
| PRIME R D GENERAL CONTRACTOR | |
| N/A | false |
| PUSHMAN CONSTRUCTION SERVICES | |
| N/A | false |
| RBE (O'NEILL PATRICK CO) | |
| N/A | false |
| REICHENBACK CEILING & | |
| N/A | false |
| RENSHAW CONSTRUCTION INC | |
| N/A | false |
| RHOADES & JOHNSON LLC | |
| N/A | false |
| SAFWAY SERVICES LLC 89 | |
| N/A | false |
| SCHLOSSER CONSTRUCTION INC | |
| N/A | false |
| SCHNABEL FOUNDATION | |
| N/A | false |
| SCHWEITZER INC | |
| N/A | false |
| SEVEN GENERATIONS | |
| N/A | false |
| SHARP-SOLTIS CONSTR LLC | |
| N/A | false |
| SHOULDICE BROTHERS INC | |
| N/A | false |
| SIEMENS PWR GENERATION SVS CO | |
| N/A | false |
| SIWEK CONSTRUCTION CO | |
| N/A | false |
| SOLID PLATFORMS | |
| N/A | false |
| SORENSON GROSS | |
| N/A | false |
| SPENCE BROTHERS | |
| N/A | false |
| SPORT SYSTEMS UNLIMITED CORP | |
| N/A | false |
| STATEWIDE INSTALLATIONS INC | |
| N/A | false |
| STONE & WEBSTER CONSTR | |
| N/A | false |
| TAYLOR BROS CONSTRUCTION | |
| N/A | false |
| TEACHOUT & CROSS CONTRACTING | |
| N/A | false |
| TEACHOUT'S INDUSTRIAL | |
| N/A | false |
| THE AUSTIN COMPANY | |
| N/A | false |
| TOEBE CONSTRUCTION LLC | |
| N/A | false |
| TONN AND BLANK CONSTRUCTION | |
| N/A | false |
| TRAVCO INTERIORS LLC | |
| N/A | false |
| TRI-CITY ACOUSTICAL CO | |
| N/A | false |
| TRI-K CONSTRUCTION | |
| N/A | false |
| TURBINE PRO | |
| N/A | false |
| TURNER BROOKS INC | |
| N/A | false |
| UNITED LABOR SERVICES INC | |
| N/A | false |
| VANSTONO'BRIEN INC | |
| N/A | false |
| VERHALEN INC | |
| N/A | false |
| VERTICAL ACCESS SOLUTIONS | |
| N/A | false |
| VETERANS CONSTRUCTION SERVICE | |
| N/A | false |
| W & G LLC | |
| N/A | false |
| W C CONSTRUCTORS INC | |
| N/A | false |
| W SOULE & CO | |
| N/A | false |
| WALKER COMMERCIAL INTERIORS | |
| N/A | false |
| WASHAW CONSTRUCTION INC | |
| N/A | false |
| WEIGAND CONSTRUCTION CO INC | |
| N/A | false |
| WENGER CORPORATION | |
| N/A | false |
| WEST MICHIGAN EARTH MANAGEMENT | |
| N/A | false |
| WHITMARSH BUILDERS | |
| N/A | false |
| WOBIG CONSTRUCTION COMPANY | |
| N/A | false |
| WOODS CONSTRUCTION INC | |
| N/A | false |
| Z CONTRACTORS | |
| N/A | false |
| ZENITH TECH INC | |
| N/A | false |
| ZIOLKOWSKI CONSTRUCTION INC | |
| N/A | false |
| ZOLNIEREK DAVID J INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |