LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND: Form 990, tax year 2015
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- Organization
- LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND (EIN 36-2392752)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-13
- IRS object ID
- 201731339349300743
- 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 | 2017-05-13T12:44:26-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 SOUTH 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 | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362392752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVATE SCAVENGERS HEALTH & WELFARE FUND | BusinessNameLine1Txt |
| Business Name Line2 | 731 I B OF T | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIV | BusinessNameControlTxt |
| Phone | 6308874150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURR RIDGE PKWY | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J LISNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6308874150 | PhoneNum |
| Signature | 2017-05-13 | 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 |
| Preparation | 2017-05-13 | 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 | TERRENCE J HANCOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURR RIDGE PKWY | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,288,381 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,165,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,724,056 | CYProgramServiceRevenueAmt |
| PY Investment Income | $238,303 | PYInvestmentIncomeAmt |
| CY Investment Income | $420,678 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,404,263 | PYTotalRevenueAmt |
| CY Total Revenue | $24,144,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $25,647,737 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $29,559,215 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $898,730 | PYOtherExpensesAmt |
| CY Other Expenses | $830,244 | CYOtherExpensesAmt |
| PY Total Expenses | $26,546,467 | PYTotalExpensesAmt |
| CY Total Expenses | $30,389,459 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,142,204 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,244,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,532,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,604,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,149,948 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,382,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,104,032 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME 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 | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 182 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRENCE J HANCOCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6308874150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BURR RIDGE PKWY | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| TERRENCE J HANCOCK | |||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $268,296 | $84,938 | |
| JOHN LISNER | |||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $222,148 | $84,938 | |
| TIM DUNLAP | |||||||
| TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $134,721 | $59,016 | |
| THOMAS YONKER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE GROOT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE VOGRIN | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD CLARSON | |||||||
| ADMINISTRATOR | 20.00 | 20.00 | $159,030 | $0 | $11,714 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $159,030 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $625,165 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $240,606 | 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 | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 606015099 | PPO PROVIDER | $886,490 |
| DEARBORN NATIONAL | |||||
| 1020 31ST STREET | DOWNERS GROVE | IL | 60515 | LIFE INSURANCE | $163,864 |
| HEALTH MANAGEMENT CONCEPTS INC | |||||
| 181 COMMODORE DRIVE | JUPITER | FL | 33477 | WELLNESS BENEFITS | $151,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $19,947,980 | $19,947,980 |
| PARTICIPANT AND RETIREE CONTRIBUT | 900099 | $3,776,076 | $3,776,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,724,056 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,803 | TotalRevenueColumnAmt |
| Exclusion | $414,803 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,149,522 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,143,647 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,875 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,875 | TotalRevenueColumnAmt |
| Exclusion | $5,875 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,144,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,724,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $420,678 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,559,215 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,642 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,445 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,129 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,767 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,925 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,767 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,827 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED ADMIN EXPENSES R | Desc |
| Total | $427,469 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,389,459 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,775 | BOYAmt |
| EOY | $614,732 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,617 | BOYAmt |
| EOY | $4,101 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,423 | BOYAmt |
| EOY | $2,068,757 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,694 | BOYAmt |
| EOY | $17,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,490 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,389 | BOYAmt |
| EOY | $4,116 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,786,694 | BOYAmt |
| EOY | $17,865,141 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,722,442 | BOYAmt |
| EOY | $19,029,917 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,532,034 | BOYAmt |
| EOY | $39,604,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,656 | BOYAmt |
| EOY | $46,366 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,949,292 | BOYAmt |
| EOY | $2,454,060 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,948 | BOYAmt |
| EOY | $2,500,426 | 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 | $42,382,086 | BOYAmt |
| EOY | $37,104,032 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,382,086 | BOYAmt |
| EOY | $37,104,032 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,532,034 | BOYAmt |
| EOY | $39,604,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,244,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $966,671 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,490 | DepreciationAmt |
| Book Value | $4,116 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,116 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON COLLECTIVE TRUST NIS INTERMEDIATE FIXED INCOME FD | Desc |
| Book Value | $19,029,917 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,029,917 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED FUNDS | $103,060 |
| CURRENT AND INCURRED BUT NOT REPORTED CLAIMS PAYABLE | $2,351,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,454,060 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,030,960 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $966,671 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $966,671 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,064,289 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,445 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $80,445 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,144,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,855,014 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,855,014 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $80,445 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $454,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $534,445 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,389,459 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT JUNE 30, 2016, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2013. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN CLAIMS PAYABLE AND INCURRED BUT UNREPORTED CLAIMS 454,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRENCE J HANCOCK | ||||||||||||||
| TRUSTEE | $0 | $258,274 | $0 | $9,940 | $0 | $82 | $0 | $72,774 | $0 | $12,164 | $0 | $353,234 | $0 | $0 |
| JOHN LISNER | ||||||||||||||
| TRUSTEE | $0 | $213,584 | $0 | $8,220 | $0 | $344 | $0 | $72,774 | $0 | $12,164 | $0 | $307,086 | $0 | $0 |
| TIM DUNLAP | ||||||||||||||
| TRUSTEE | $0 | $129,397 | $0 | $4,980 | $0 | $344 | $0 | $46,852 | $0 | $12,164 | $0 | $193,737 | $0 | $0 |
| RICHARD CLARSON | ||||||||||||||
| ADMINISTRATOR | $159,030 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,714 | $0 | $170,744 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III | FormAndLineReferenceDesc |
| Explanation | FORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART II RICHARD CLARSON IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PEFORMING SIMILAR DUTIES FOR THE FILING ORGANIZATION'S RELATED AND AFFILIATED, BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS PAID DIRECTLY BY THE EXCAVATING, GRADING AND ASPHALT CRAFT LOCAL 731 HEALTH AND WELFARE FUND AND A PORTION IS REIMBURSED TO THAT FUND BY THE FILING ORGANIZATION. HIS COMPENSATION IS COMPRISED OF WAGES AND CONTRIBUTIONS TO A HEALTH BENEFIT PLAN. HE IS CONSIDERED AN OFFICER OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY ADMINISTRATIVE PERSONNEL AND THE FUND ADMINISTRATOR. AT LEAST ONE TRUSTEE ALSO REVIEWS THE FORM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE INCLUDED IN AN ANNUAL COST ALLOCATION STUDY WITH OTHER TEAMSTERS LOCAL 731 BENEFIT FUNDS. THE STUDY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| LOCAL 731 PRIVATE SCAVENGERS AND GARAGE ATTENDANTS PENSION TRUST FUND | ||||||||
| 1000 BURR RIDGE PARKWAY | BURR RIDGE | IL | 60527 | 366513567 | TO PROVIDE RETIREMENT BENFITS FOR ELIGIBLE PARTICIPANTS | IL | 401(A) | 0 |
| INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 731 UNION | ||||||||
| 1000 BURR RIDGE PARKWAY | BURR RIDGE | IL | 60527 | 361053335 | LOCAL UNION | IL | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (38 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ALLIED WASTE SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| WASTE MGMT CLEARING 02009 | |
| CONTRIBUTING EMPLOYER | 0 |
| GROOT RECYCLING & WASTE | |
| CONTRIBUTING EMPLOYER | 0 |
| LAKE SHORE WASTE SERVICES LLCRECYCLING SYSTEMS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HOMEWOOD SCAVENGER SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ADVANCED DISPOSAL SERVICES | |
| FLOOD BROTHERS DISPOSAL | |
| STROM REFUSE & REMOVAL SERVICE | |
| D & P CONSTRUCTION CO INC RECY | |
| TRI STATE DISPOSAL INC | |
| INDEPENDENT RECYCLING SER INC | |
| CONTRIBUTING EMPLOYER | 0 |
| AUBURN DISPOSAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CHICAGO DISPOSAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MBL RECYCLING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST MARINE TERMINALS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| J & B TRUCKING | |
| CONTRIBUTING EMPLOYER | 0 |
| ENO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ECONOMY DISPOSAL SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ILLIANA DISTRIBUTION SYSTEMS | |
| CONTRIBUTING EMPLOYER | 0 |
| H2 TRANSPORT INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JGB TRUCKING | |
| CONTRIBUTING EMPLOYER | 0 |
| LAND OF LINCOLN DEVELOPMENT CO | |
| CONTRIBUTING EMPLOYER | 0 |
| RAY SCHRAMER & COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| VANS DISPOSAL | |
| CONTRIBUTING EMPLOYER | 0 |
| BOLT SCAVENGER SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWEST REM ENTEPRISES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| EMESCO MARINE SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| DJURIC TRUCKING | |
| CONTRIBUTING EMPLOYER | 0 |
| A-H ROLLOFF SERVICES CO | |
| CONTRIBUTING EMPLOYER | 0 |
| ACCURATE RECYCLING SOLUTIONS | |
| CONTRIBUTING EMPLOYER | 0 |
| H F P ENTERPRISES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HERITAGE DISPOSAL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| PRAIRIE DISPOSAL SERVICE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| RIVERSIDE CONSTRUCTION | |
| CONTRIBUTING EMPLOYER | 0 |
| ZENERE EXCAVATING | |
| CONTRIBUTING EMPLOYER | 0 |
| G & J INC | |
| CONTRIBUTING EMPLOYER | 0 |
| EMIL & ED'S TIRE | |
| CONTRIBUTING EMPLOYER | 0 |
| WILLEN ENTERPRISES INC | |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 731 GARAGE ATTENDANTS PENSION TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $59,767 | InvolvedAmt |
| Method Of Amount Determination | ALLOCATION APPROVED BY TRUSTEES | MethodOfAmountDeterminationTxt |