DULUTH BUILDING TRADES WELFARE FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DULUTH BUILDING TRADES WELFARE FUND (EIN 41-6025701)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-10
- IRS object ID
- 201732839349300348
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-10T15:59:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391277627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1225 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547021225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416025701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUTH BUILDING TRADES WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 2187284231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 LONDON ROAD SUITE 300 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL DIERS | PersonNm |
| Person Title | VICE CHAIRMAN | PersonTitleTxt |
| Phone | 2187284231 | PhoneNum |
| Signature | 2017-09-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN KALEPP CPA | PreparerPersonNm |
| PTIN | P01320467 | PTIN |
| Phone | 7158342001 | PhoneNum |
| Preparation | 2017-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 37BC717E1966D0B902492C7DC6AC4510502E6028 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C063B422B1BAAEE1649BDD669449643FBAE59BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MITCHELL DIERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 LONDON ROAD SUITE 300 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,579,749 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | HEALTH/WELFARE FUND | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,532,856 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,626,965 | CYProgramServiceRevenueAmt |
| PY Investment Income | $984,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $866,528 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,517,523 | PYTotalRevenueAmt |
| CY Total Revenue | $11,493,493 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,653,143 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $12,728,630 | 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 | $857,661 | PYOtherExpensesAmt |
| CY Other Expenses | $900,501 | CYOtherExpensesAmt |
| PY Total Expenses | $12,510,804 | PYTotalExpensesAmt |
| CY Total Expenses | $13,629,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,719 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,135,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,298,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,364,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $93,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,204,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,298,957 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH/WELFARE FUND | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | WELFARE FUND BENEFITS FOR VARIOUS PARTICIPANTS IN THE PLAN INCLUDE COVERAGE FOR ACCIDENT, HOSPITAL, MEDICAL, AND DENTAL COVERAGE WHICH IS THE EXEMPT PURPOSE OF THE ORGANIZATION. | 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 | false | 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 | false | 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 | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | 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 | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187284231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 LONDON ROAD SUITE 300 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFFREY DAVEAU | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL DIERS | ||||||
| VICE CHAIRMA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CRAIG OLSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE CARTWRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY SHEPHARD | ||||||
| TRUSTEE (JAN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD HANSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON QUIGGIN | ||||||
| ALTERNATE LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILSON-MCSHANE | |||||
| 2002 LONDON ROAD | DULUTH | MN | 55812 | ADMINISTRATIVE | $291,677 |
| BLUELINK TPA | |||||
| 1200 YANKEE DOODLE RD | ST PAUL | MN | 55164 | ADMINISTRATIVE | $238,046 |
| THE SEGAL COMPANY | |||||
| 3800 AMERICAN BLVD W S870 | BLOOMINGTON | MN | 55431 | ACTUARY/CONSULT | $113,545 |
| 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 |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 900099 | $9,277,780 | $9,277,780 |
| PARTICIPANTS CONTRIBUTIONS | 900099 | $1,349,185 | $1,349,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,626,965 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $947,918 | TotalRevenueColumnAmt |
| Exclusion | $947,918 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,004,866 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,086,256 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$81,390 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$81,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$81,390 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,493,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,545,575 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $947,918 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,728,630 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,639 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,585 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,449 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,863 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,071 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,342 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PREFERRED PROVIDER FEES | $290,629 |
| TRANSITIONAL MGMT FIRM | $51,840 |
| MISCELLANOUS EXPENSE | $26,083 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,629,131 | 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 | $166,991 | BOYAmt |
| EOY | $458,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $908,918 | BOYAmt |
| EOY | $905,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,959 | BOYAmt |
| EOY | $5,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,217,575 | BOYAmt |
| EOY | $32,995,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,298,443 | BOYAmt |
| EOY | $34,364,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,815 | BOYAmt |
| EOY | $65,851 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,815 | BOYAmt |
| EOY | $65,851 | 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 | $35,204,628 | BOYAmt |
| EOY | $34,298,957 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,204,628 | BOYAmt |
| EOY | $34,298,957 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,298,443 | BOYAmt |
| EOY | $34,364,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,135,638 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,229,967 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $12,723,460 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,229,967 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,229,967 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,493,493 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,493,493 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,629,131 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $13,629,131 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $13,629,131 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE LOCALS UNIONS, THROUGH THE DULUTH BUILDING AND CONSTRUCTION TRADES COUNCIL, ARE RECOGNIZED AS THE EXCLUSIVE BODY TO SELECT THE THREE UNION TRUSTEES REPRESENTING ALL EMPLOYEES PARTICIPATING IN THE BENEFIT PROGRAMS SPONSORED BY THE TRUST. THE COLLECTIVELY BARGAINED EMPLOYERS ARE RECOGNIZED AS THE EXCLUSIVE BODY TO SELECT THE THREE EMPLOYER TRUSTEES REPRESENTING ALL EMPLOYERS PARTICIPATING IN THE BENEFIT PROGRAMS SPONSERED BY THE TRUST. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF TRUSTEES OR ADMINISTRATIVE OFFICE REVIEW PRIOR TO THE RETURN BEING FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THERE IS AN ANNUAL REVIEW OF ANY CONFLICTS AT A BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (113 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ABE ENVIRONMENTAL SYSTEMS | |
| N/A | false |
| ANDERSON PLASTER & DRYWALL | |
| N/A | false |
| ANDERSON PLUMBING & HEATING | |
| N/A | false |
| BELKNAP PLUMBING & HEATING CO | |
| N/A | false |
| BENDTEC INC | |
| N/A | false |
| BHI ENERGY SPECIALTY SVCS LLC | |
| N/A | false |
| BURNETT PLUMBING COMPANY | |
| N/A | false |
| CALDWELL PLUMBING & HEATING | |
| N/A | false |
| CARLSON BROS INC | |
| N/A | false |
| CARLSON DULUTH COMPANY | |
| N/A | false |
| CENTRAL STATE INSULATION | |
| N/A | false |
| CHAMPION STEEL | |
| N/A | false |
| CLIMATE MAKERS INC | |
| N/A | false |
| COMMERCIAL REFRIGERATION SYST | |
| N/A | false |
| CORRINS PLUMBING & HEATING | |
| N/A | false |
| CUSTOM DRYWALL INC | |
| N/A | false |
| DAVIS DRYWALL INC | |
| N/A | false |
| DISTRICT COUNCIL 82 | |
| N/A | false |
| DULUTH ELECTRICAL CONTRACTING | |
| N/A | false |
| EGAN COMPANY | |
| N/A | false |
| FINISHLINE ERECTORS | |
| N/A | false |
| FRANSEN DECORATING | |
| N/A | false |
| GENERAL PAINT & DECORATING | |
| N/A | false |
| HARTMAN WALSH PAINTING COMPANY | |
| N/A | false |
| HECIMOVICH BOB MECHANICAL | |
| N/A | false |
| HEISEL BROTHERS INC | |
| N/A | false |
| HIGHMARK MECHANICAL | |
| N/A | false |
| HONEYWELL | |
| N/A | false |
| HORIZON INSULATION INC | |
| N/A | false |
| INSULATORS L49 | |
| N/A | false |
| INTERIOR INSTALLATION SERVICES | |
| N/A | false |
| IRON RANGE PLUMBING & HEATING | |
| N/A | false |
| J K MECHANICAL CONTRACTORS | |
| N/A | false |
| JF AHERN CO | |
| N/A | false |
| JAMAR COMPANY | |
| N/A | false |
| JOHNSON CONTROLS INC | |
| N/A | false |
| JOINT APPRENTICESHIP COMMITTEE | |
| N/A | false |
| K N G MECHANICAL INC | |
| N/A | false |
| KRAFT MECHANICAL INC | |
| N/A | false |
| KUETTEL AW & SONS INC | |
| N/A | false |
| L & S PLUMBING & HEATING | |
| N/A | false |
| LAKE STATES INSULATION INC | |
| N/A | false |
| LAKE SUPERIOR PAINTING | |
| N/A | false |
| LAKEHEAD CONSTRUCTORS | |
| N/A | false |
| LAKEHEAD PAINTING COMPANY | |
| N/A | false |
| LARKIN ENTERPRISES INC | |
| N/A | false |
| LC UNITED PAINTING CO | |
| N/A | false |
| LEE PAINTING | |
| N/A | false |
| LIPE BROTHERS CONSTRUCTION | |
| N/A | false |
| MAP MECHANICAL CONTRACTORS INC | |
| N/A | false |
| MAVO SYSTEMS | |
| N/A | false |
| MECHANICAL INCORPORATED | |
| N/A | false |
| MEHRMAN RJ & SONS INC | |
| N/A | false |
| MESABI GLASS & DOOR INC | |
| N/A | false |
| MEYER CR & SONS CO | |
| N/A | false |
| MINNESOTA LIMITED INC | |
| N/A | false |
| MINNESOTA PIPE TRADES ASSN | |
| N/A | false |
| MINUTI OGLE CONTRACTORS LLC | |
| N/A | false |
| MOORHEAD MACHINERY & BOILER | |
| N/A | false |
| MULCAHY NICKOLAUS LLC | |
| N/A | false |
| NPD INC | |
| N/A | false |
| NELSON JULIUS B & SON | |
| N/A | false |
| NEUMANN INSULATION CO | |
| N/A | false |
| NOOTER CONSTRUCTION CO | |
| N/A | false |
| NORMINN INDUSTRIAL LLC | |
| N/A | false |
| NORTHERN INDUSTRIAL INSULATION | |
| N/A | false |
| NORTHERN MECHANICAL CONTRACTOR | |
| N/A | false |
| NORTHERN PAINTING & DRYWALL | |
| N/A | false |
| NORTHLAND HEATING & COOLING | |
| N/A | false |
| NORTHLAND PAINTING OF DULUTH | |
| N/A | false |
| NORTHWOODS MECHANICAL INC | |
| N/A | false |
| O'BRIEN AG PLUMBING & HTG | |
| N/A | false |
| O'LEARY CONSTRUCTION INC | |
| N/A | false |
| OUTSKIRTS ENT INC PAINTING DIV | |
| N/A | false |
| P & R PLUMBING AND HEATING | |
| N/A | false |
| PAINTERS LOCAL 106 | |
| N/A | false |
| PEKKALA LEN PAINTING | |
| N/A | false |
| PETERSON SHEETMETAL | |
| N/A | false |
| PETERSON E PAINTING COMPANY | |
| N/A | false |
| PLBRS & PIPEFITTERS 589 | |
| N/A | false |
| PLBRS & STEAMFITTERS 11 | |
| N/A | false |
| PRINDLE PAINTING | |
| N/A | false |
| QUALITY DRYWALL & PLASTERING | |
| N/A | false |
| R J MECHANICAL INC | |
| N/A | false |
| RADOTICH INC | |
| N/A | false |
| RAINBOW INC | |
| N/A | false |
| RANGE MECH INSULATORS INC | |
| N/A | false |
| RAPIDS PLBG & HTG INC | |
| N/A | false |
| REGIONAL CONTRACTING & PAINT | |
| N/A | false |
| RICE LAKE CONSTRUCTION GROUP | |
| N/A | false |
| RTL CONSTRUCTION | |
| N/A | false |
| SCHECK INDUSTRIAL CORPORATION | |
| N/A | false |
| SCHWAB VOLLABER LUBRATT SVC | |
| N/A | false |
| SERTICH PLUMBING & HEATING | |
| N/A | false |
| SHANNON'S PLUMBING & HEATING | |
| N/A | false |
| SCHUBITZ PLUMBING & HEATING | |
| N/A | false |
| SILVER CREEK SIGN WORKS | |
| N/A | false |
| ST GERMAIN'S GLASS COMPANY | |
| N/A | false |
| STACK BROS MECHANICAL CONTR | |
| N/A | false |
| STEINBRECHER PAINTING | |
| N/A | false |
| SUPERIOR GLASS COMPANY | |
| N/A | false |
| SWANSON & YOUNGDALE INC | |
| N/A | false |
| T F E INC | |
| N/A | false |
| TAYLOR INSULATION CO | |
| N/A | false |
| TOTAL MECHANICAL SERVICES INC | |
| N/A | false |
| TWIN CITY GLASS | |
| N/A | false |
| U S COATINGS | |
| N/A | false |
| UNITED PAINTING | |
| N/A | false |
| UNITED PIPING INC | |
| N/A | false |
| UNIVERSITY OF MINNESOTA | |
| N/A | false |
| WEBSTER'S NORTHLAND CONST | |
| N/A | false |
| WINTER AUGUST & SONS INC | |
| N/A | false |
| YOUNG PLUMBING & HEATING 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 | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART IV: ALL CONTRIBUTING EMPLOYERS TO THIS TRUST ARE LISTED AS CORPORATIONS FOR THE PURPOSE OF THIS SCHEDULE EVEN THOUGH SOME ARE NOT. | ExplanationTxt |