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BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND (EIN 52-6397805)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-02
IRS object ID
201731229349301063
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

FieldValueIRS element (for citing)
Return2017-05-02T12:47:38-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200AddressLine1Txt
Address Line2WESTAddressLine2Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526397805EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRICKLAYERS AND ALLIED CRAFTWORKERSBusinessNameLine1Txt
Business Name Line2INTERNATIONAL HEALTH FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRICBusinessNameControlTxt
Phone2027833788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY J DRISCOLLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2027833788PhoneNum
Signature2017-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANN WOODSONPreparerPersonNm
PTINP01293745PTIN
Phone2023319880PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.43.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-02IPDt
IP Tm13:46:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD2F5A6855584BEFBC68452237D9336111CE352FAtSubmissionCreationDeviceId
At Submission Filing Device Id3B9CE5223D124B7FF5649E204527236C262C7001AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTIMOTHY J DRISCOLLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,708,388GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IPFWEB.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1988FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee29TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,629,860PYProgramServiceRevenueAmt
CY Program Service Revenue$23,229,953CYProgramServiceRevenueAmt
PY Investment Income$425,569PYInvestmentIncomeAmt
CY Investment Income$444,642CYInvestmentIncomeAmt
PY Other Revenue$350PYOtherRevenueAmt
CY Other Revenue$33,793CYOtherRevenueAmt
PY Total Revenue$22,055,779PYTotalRevenueAmt
CY Total Revenue$23,708,388CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,457,968PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$22,059,833CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,641,985PYOtherExpensesAmt
CY Other Expenses$2,879,971CYOtherExpensesAmt
PY Total Expenses$22,099,953PYTotalExpensesAmt
CY Total Expenses$24,939,804CYTotalExpensesAmt
PY Revenues Less Expenses-$44,174PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,231,416CYRevenuesLessExpensesAmt
Total Assets BOY$26,197,934TotalAssetsBOYAmt
Total Assets EOY$26,374,708TotalAssetsEOYAmt
Total Liabilities BOY$1,560,338TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,741,285TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,637,596NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,633,423NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH AND WELFARE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH THE BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL UNION AND CERTAIN EMPLOYERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee29EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER PENOSOPersonNm
Phone2027833788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 F STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAMES BOLAND
TRUSTEE1.00Yes (X)$0$0$0
GREGORY HESS
TRUSTEE1.00Yes (X)$0$0$0
MATTHEW AQUILINE
TRUSTEE1.00Yes (X)$0$0$0
HENRY F KRAMER
TRUSTEE1.00Yes (X)$0$0$0
GERALD SCARANO
TRUSTEE1.00Yes (X)$0$0$0
ROBERT HOOVER
TRUSTEE1.00Yes (X)$0$0$0
TIMOTHY J DRISCOLL
TRUSTEE1.00Yes (X)$0$0$0
TONY MARRA
TRUSTEE1.00Yes (X)$0$0$0
TED CHAMP
TRUSTEE1.00Yes (X)$0$0$0
PAUL NYESWANDER
TRUSTEE1.00Yes (X)$0$0$0
ROBIN DONOVICK
EXECUTIVE DIRECTOR15.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED HEALTHCARE
5901 LINCOLN DRIVEEDINAMN55436CLAIMS PROCESSING$1,151,006
CHEIRON INC
PO BOX 37117BALTIMOREMD21297ACTUARIAL SERVICES$318,477
BASYS INC
3700 KOPPERS STREET 400BALTIMOREMD21227DATABASE MANAGEMENT$104,072
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIB.900099$21,371,503$21,371,503
EMPLOYEE CONTRIB.900099$1,858,450$1,858,450
FieldValueIRS element (for citing)
Total Program Service Revenue$23,229,953TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$444,642TotalRevenueColumnAmt
Exclusion$444,642ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$33,793TotalRevenueColumnAmt
Related Or Exempt Func Income$33,793RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$33,793OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,708,388TotalRevenueColumnAmt
Related Or Exempt Func Income$23,263,746RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$444,642ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$22,059,833TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$99,054TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$468,899TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$266,813TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,510TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$50,613TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,346TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
CLAIMS PROCESSING FEES$1,172,999
ADMINISTRATIVE EXP$777,737

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,939,804TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$122,291BOYAmt
EOY$54,228EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,826,428BOYAmt
EOY$2,595,313EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,497,308BOYAmt
EOY$2,299,303EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,721BOYAmt
EOY$32,471EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,734,186BOYAmt
EOY$21,393,393EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,197,934BOYAmt
EOY$26,374,708EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$490,198BOYAmt
EOY$607,615EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$27,817BOYAmt
EOY$23,106EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,042,323BOYAmt
EOY$1,110,564EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,560,338BOYAmt
EOY$1,741,285EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,637,596BOYAmt
EOY$24,633,423EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,637,596BOYAmt
EOY$24,633,423EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,197,934BOYAmt
EOY$26,374,708EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,231,416ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$214,566NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,012,677OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$133,508
ACCRUED HRA BENEFITS$977,056
FieldValueIRS element (for citing)
Total Liability$1,110,564TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,935,631TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$214,566NetUnrealizedGainsInvstAmt
Other Revenue$1,012,677OtherRevenueAmt
Revenue Not Reported$1,227,243RevenueNotReportedAmt
Revenue Subtotal$23,708,388RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,708,388TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,939,804TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,939,804ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,939,804TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION WHERE A RETURN IS FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PROCEEDS FROM MERGER 1,012,677.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE PLAN'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED TO AND REVIEWED BY THE PLAN'S ADMINISTRATIVE COMMITTEE OF THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED MONTHLY MEETING. THE FORM IS THEN FINALIZED AND SUBMITTED.
FORM 990, PART VI, SECTION B, LINE 12CSECTION 5.1 OF THE AGREEMENT AND DECLARATION OF TRUST STATES IN PERTINENT PART THAT THE TRUSTEES SHALL CONDUCT THE BUSINESS OF THE TRUST IN ACCORDANCE WITH APPLICABLE LAW. THE TRUST IS GOVERNED IN LARGE PART BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT 29 U.S.C 1106 AND THE REGULATIONS OF THE INTERNAL REVENUE SERVICE AND THE DEPARTMENT OF LABOR WHICH ARE PROMULGATED ACCORDING TO THAT LAW. ERISA AND ITS REGULATIONS PROMULGATED THE ISSUES OF POTENTIAL CONFLICT OF INTEREST. THESE ISSUES ARE SPECIFICALLY ADDRESSED IN SECTION 406 OF ERISA WHICH PROHIBITS TWO TYPES OF TRANSACTIONS BY THE TRUST: (A) TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST; AND (B) TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY. SECTION 408 OF ERISA PROVIDES FOR THE EXEMPTIONS TO SECTION 406. THE TRANSACTIONS BETWEEN THE TRUST AND A PARTY IN INTEREST WHICH ARE PROHIBITED,INCLUDE: (1) THE SALE, EXCHANGE OR LEASING OF PROPERTY BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (2) THE LENDING OF MONEY OR OTHER EXTENSION OF CREDIT BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (3) THE FURNISHING OF GOODS, SERVICES OR FACILITIES BETWEEN A WELFARE PLAN AND A PARTY IN INTEREST; (4) THE TRANSFER TO, OR USE BY OR FOR THE BENEFIT OF, A PARTY IN INTEREST, OF ANY ASSETS OF A WELFARE PLAN; AND (5) THE ACQUISITION ON BEHALF OF A WELFARE PLAN OF ANY EMPLOYER SECURITY OR EMPLOYER REAL PROPERTY UNLESS THE REQUIREMENTS OF SECTION 407(A) OF ERISA ARE MET. THE TRANSACTIONS BETWEEN THE TRUST AND A FIDUCIARY WHICH ARE PROHIBITED INCLUDE: (1) THE HANDLING OF THE ASSETS OF THE PLAN IN THE FIDUCIARY'S OWN INTEREST OR FOR THE FIDUCIARY'S OWN ACCOUNT; (2) IN THE FIDUCIARY'S OR IN ANY OTHER CAPACITY, ACTING IN ANY TRANSACTION INVOLVING THE PLAN ON BEHALF OF A PARTY (OR REPRESENT A PARTY) WHOSE INTERESTS ARE ADVERSE TO THE INTERESTS OF THE PLAN OR THE INTERESTS OF ITS PARTICIPANTS OR BENEFICIARIES; OR (3) THE RECEIVING OF ANY CONSIDERATION FOR THE FIDUCIARY'S PERSONAL ACCOUNT FROM ANY PARTY DEALING WITH SUCH PLAN IN CONNECTION WITH A TRANSACTION INVOLVING THE ASSETS OF THE PLAN. THE TRUST IS REQUIRED TO FILE AN AUDITED FINANCIAL STATEMENT YEARLY. AS PART OF THE AUDIT, THE AUDITORS ARE REQUIRED TO EXAMINE FOR POTENTIAL PROHIBITED TRANSACTIONS.
FORM 990, PART VI, SECTION C, LINE 19PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021, AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006 THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9:PROCEEDS FROM MERGER 1,012,677.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

BAC LOCAL NO 08 SOUTHEAST
BAC LOCAL NO 5 OK - ZONE
BAC LOCAL NO 04 INKY-MUNCIE
BAC LOCAL NO 04 INKY-APPR FUND
BAC MOUNTAIN WEST ADMINISTRATIVE DISTRICT COUNCIL
I M T E F - INT'L MAS TRAINING & EDUCATION FOUNDATION
BAC LOCAL NO 08 SOUTHEAST - J A T C
BAC LOCAL NO 18 MO TILE MARBLE
BAC LOCAL NO 04 INKY-FT WAYNE
BAC LOCAL NO 04 INKY-LAFAYETT
BAC LOCAL NO 04 INKY-LOUISVLE
BAC LOCAL NO 04 INKY-EVNSVLLE
BAC LOCAL NO 04 INKY-SO BEND
BAC LOCAL NO 18 MO TILE
BAC LOCAL NO 04 INKY-INDNPLS
BAC LOCAL NO 04 INKY-BLMNGTON
BAC LOCAL NO 04 INKY-TERRE HT
BAC LOCAL NO 07 CO - (O1 CO)
BAC LOCAL 04 JATC COMMITTEE
BAC LOCAL NO 03 AZ

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (288 entries)

THORPE J T AND SONS INC
LEIDAL AND HART MASON CONTRACTORS INC
WALT DISNEY WORLDPAYROLL OFF
FLUOR MAINTENANCE SERVICES INC
THORPE J T COMPANY
ZIOLKOWSKI CONSTRUCTION INC
SOUTHWEST REFRACTORY OF TEXAS
SNOW JR AND KING MASONRY
ICE - SCHNELL CONTRACTORS INC
C B AND I PROJECT SERVICES GROUP LLC
REGAL SERVICES LLC
ICE - MISSOURI TERRAZZO CO INC
STEBBINS ENGINEERING
R AND F TILE AND MARBLE CO INC
HEIMBROCK INC
STUTTE TILE CO INC
ROSA MOSAIC AND TILE CO INC
O M I REFRACTORIES LLC DBA BISCO REFRACTORIES
CONNELLY PAVING COMPANY
WESTERN REFRACTORY CONSTR INC
COMPLETE MASONRY SERVICES INC
FETTERS CONSTRUCTION INC
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SPRINKLE MASONRY INC
ART MOSAIC AND TILE COMPANY
H AND H MASONRY CONTRACTORS IN
WILHELM F A CONSTR CO INC
STEWARD-MELLON COMPANY
BAILEY BUCHANAN MASONRY INC
SUPERIOR TILE AND MARBLE INC
NORRIS AND SON INC
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METRO TILE ASSOCIATES INC
KIEWIT-KVEARNER CONTRACTORS
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METRO MARBLE AND GRANITE LLC
GLASS DESIGN INC
PURDY MASONRY INC
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PLIBRICO COMPANY LLC
ARNOLD MASONRY LLC
DEGRELLA TILE INC
MIDWEST TILE AND GRANITE LLC DBA WESTPORT TILE AND GRANITE
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INDUSTRIAL CONTRACTORS - SKANSKA
FOESTE KENNY MASONRY INC
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DESCO SYSTEMS LC
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CORESLAB STRUCTURES INC
WEATHERMAN R B MASONRY INC
FRAZIER SIMPLEX INC
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NEW GROUP INC (THE)
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LARSON DANIELSON CONST CO INC
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BLAKLEY CORPORATION
M AND M COSMETIC SEALANTS
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BARTON MALOW COMPANY
BELDON INTERIORS INC
SCHAEFER GROUP INC ( THE)
THEISEN MASONRY INC
REFRACTORY SOLUTIONS INC
HI TEMP SYSTEMS INC
MIDWEST CAULKING INC
AFFORDABLE MASONRY INC
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MIOTTO 2000 TILE AND MARBLE WORK
ROSEMA CORP
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VULCAN INDUSTRIAL CONTRACTORS CO LLC
HEIMBROCK J LOUIS SR INC
R AND H QUALITY REFRACT SVCS INC
MEMMER TILE INC
MURREN C A AND SONS COMPANY MID - ATLANTIC LLC
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CHOCTAW STONE WORK INC
REFRACTORY ENGINEERS INC
ADAMS MASONRY INC
GRAYCOR INDUSTRIAL CONSTS INC
MIDLAND MARBLE AND GRANITE LLC
RENO REFRACTORIES INC
KOCH KNIGHT LLC
MIDLAND ENGINEERING CO INC
BOKON MASONRY INC
HAINES ROBERT CO INC
TEICHMANN HENRY F INC
REFRACTORY SPECIALIST LLC
TOP GUN SEVICES LLC
HAMON CUSTODIS INC
PLESSY MASONRY LLC
PARDUE MASONRY OF CENTRAL FLORIDA INC
PRO MASONRY INC
COMBUSTION SERVICE COMPANY
PROPST MASONRY CO INC
K B A C CONSTRUCTORS
MATRIX NORTH AMERICAN CONSTRUCTION INC
LAKE FOREST MASONRY
MIDWEST TERRAZZO INC
B AND B INDUSTRIAL SVES INC
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EDDINGS MASONRY INC
SKOUSE D G CO INC
DOUGHERTY TILE AND MARBLE CO
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CRAFTSMEN INTERIORS INC
D K MASONRY AND CONCRETE LLC
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SCHARER DON MASONRY LLC
AECOM ENERGY AND CONSTRUCTION INC
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RISING SUN DEVELOPING INC
KEELEY MASON CONTRACTOR INC
MILLS-FAHNESTOCK INC
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ARMOR MAX CONSTRUCTION INC
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PARCO CONSTRUCTION INC
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COUNCIL AND JONES MASONRY CONS
D P SYSTEMS LLC
QUALITY FLOORS INC
CONSOLIDATED MECHANICAL INC
MEYER C R AND SONS COMPANY
AUTHENTIC CONCRETE AND DECORATIVE DESIGN LLC
INTERIOR FINISHES INC
MAY REFRACTORY AND LININGS INC
MAININI TILE CO INC
5280 ROCK SOLID ENTERPRISES LLC
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MATHIS MASONRY INC
APEX MASONRY INC
ICE - B AND M MASONRY INC
HENSON COMPANY INC (THE)
SMALL CONSTRUCTION GROUP
FOSBEL INC
ATLANTIC PLASTERING INC
AVALOTIS CORPORATION
PHILLIPS BRICK CLEANING INC
RECON
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WISE SERVICES INC
G-FORCE CONCRETE PLACEMENTS LLC
ONEX CONSTRUCTION INC
TREMAIN CERAMIC TILE AND FLOOR
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PULLMAN POWER LLC
ROCK SOLID MASONRY LLC
STONE AND WEBSTER CONSTR CO
STONE INSTALLATION AND MAINTENANCE LLC
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COLVIN MASONRY CO
J M W MASONRY SERVICES LLC
MCLAUGHLIN MASONRY LLC
BYERS D C CO DETROIT
CLEVELAND MARBLE MOSAIC CO
BROWN REFRACTORY SVCS-(MJK CO)
KINGERY AND SONS CONSTR INC
CARETTI JOHN AND CO
PREMIER CAULKING INC
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BULLEY AND ANDREWS MASONRY REST LLC
REPP AND MUNDT INC
NPA - SEALED-RITE INC
KIMS TILE AND MARBLE LLC
ESCORZA TILE INC
BARNARD PENNECON LP
REFRACTORY AND INDUSTRIAL CLEANING SER LLC
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TONN AND BLANK CONST LLC
BAKER INDUSTRIAL SERVICES LLC
SMITH JOHN J MASONRY COMPANY
FABCON PRECAST LLC
KORELLIS ROOFING INC
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SEA ROSE CONSTRUCTION INC
RAM BUILDING RESTORATION
YOUNG FINAL FINISH LLC
AMERICAN FACADE RESTORATION LLC
PIONEER MASONRY RESTORATION COMPANY INC
RIVERSIDE REFRACTORIES INC
S D B ENGINEERS AND CONSTRUCTORS
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DRUCO DEVELOPMENT CO INC
SPECIALTY FOUNDRY PRODUCTS INC
NON METALLIC INDUSTRIAL SOLUTIONS INC
HERMESCH MASONRY LLC
NEEMA LLC
BOOMS STONE COMPANY
FONTANA G AND SONS CONST INC
INDUSTRIAL SERVICES INC - WASHTENAW
OCEANSIDE MASONRY INC
HOT TECH INC
KORSGARD C E CO
M P BRICK CLEANING
ARCHITECTURAL CERAMIC SYSTEMS
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SEMCO CONSTRUCTION INC
PROGRESSIVE CONSTRUCTION SERVICES INC
APOLLO CONST AND ENG SERV INC
ALLSTATES REFRACTORY CONRS LLC
INSTALL SOLUTIONS INTERNATIONAL
BEST BRICK WASHING INC
ASSEMBLERS INC
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G L I (GEORGE'S LANDSCPNG INC)
HI TEMP REFRACTORIES INC
ICE - WISCONSIN TERRAZZO TILE
S S S I INC - SONGER STEEL SERVICES INC
GIBRALTAR CHIMNEY INTERNATIONAL LLC
STAAT INC
SLOAN G M MOSAIC AND TILE CO
WOOD MILTON J COMPANY
SAINT-GOBAIN CONTAINERS
FREITAG WEINHARDT INC
INTERNATIONAL CHIMNEY CORP
LUCIA CONSTRUCTORS INC (LCI)
BRADER MARBLE AND GRANITE LLC
STAAT JAMES G TUCKPOINTING INC
GRANITE 4 LESS
REINTJES GEORGE P CO INC
GANEM CONTRACTING CORP
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd