MIDWESTERN TEAMSTERS HEALTH & WELFARE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MIDWESTERN TEAMSTERS HEALTH & WELFARE (EIN 23-7194891)
- Tax period
- 2015-03-01 to 2016-02-29
- Filed
- 2016-12-09
- IRS object ID
- 201613449349300411
- Schema version
- 2015v2.1
- 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 | 2016-12-09T09:30:13-06:00 | ReturnTs |
| Tax Period End | 2016-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362152389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANSLEY AND KIENER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8745 W HIGGINS RD STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606312704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237194891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWESTERN TEAMSTERS HEALTH & WELFARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDW | BusinessNameControlTxt |
| Phone | 3126491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVENUE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NEUDECKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126491200 | PhoneNum |
| Signature | 2016-11-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE M TYLER | PreparerPersonNm |
| PTIN | P01433924 | PTIN |
| Phone | 3122632700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TONY BARR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVENUE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,271,514 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | 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 | $3,842,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,253,482 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $17,005 | CYOtherRevenueAmt |
| PY Total Revenue | $3,850,560 | PYTotalRevenueAmt |
| CY Total Revenue | $1,271,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $3,820,950 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,055,184 | 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 | $691,572 | PYOtherExpensesAmt |
| CY Other Expenses | $314,467 | CYOtherExpensesAmt |
| PY Total Expenses | $4,512,522 | PYTotalExpensesAmt |
| CY Total Expenses | $1,369,651 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$661,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$98,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $838,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,846 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $739,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $99,058 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, PERSCRIPTION, DEATH, PREPAID LEGAL ASSISTANCE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | 0 | 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6309673091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 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 |
|---|---|---|---|---|---|---|
| SCOTT ALEXANDER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $122,201 | $4,989 |
| MARK BIEL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $109,871 | $3,330 |
| EDWARD BRENNAN | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| MIKE NEUDECKER | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| MARC ARCHER | ||||||
| TRUSTEE - FORMER | 1.00 | 40.00 | Yes (X) | $0 | $44,513 | $2,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $276,585 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,408 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVE SUITE A | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONTRACT ADMINISTRATION | ServicesDesc |
| Compensation | $113,370 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $1,123,395 | $1,123,395 |
| PARTICIPANT CONTRIBUTI | 900099 | $118,456 | $118,456 |
| PRESCRIPTION DRUG REBA | 900099 | $11,631 | $11,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,253,482 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,027 | TotalRevenueColumnAmt |
| Exclusion | $1,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $6,330 | $6,330 |
| LIQUIDATED DAMAGES AND | 900099 | $5,675 | $5,675 |
| SUBROGATION INCOME | 900099 | $5,000 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,005 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,271,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,270,487 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,027 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,055,184 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,284 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,619 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,874 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,333 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,227 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,475 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,594 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRANSITIONAL REINSURANC | $43,472 |
| PCORI FEE | $3,221 |
| MISCELLANEOUS | $1,337 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,651 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,927 | BOYAmt |
| EOY | $69,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,922 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,717 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,106 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,460 | BOYAmt |
| EOY | $3,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,132 | BOYAmt |
| EOY | $72,846 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,245 | BOYAmt |
| EOY | $47,593 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,829 | BOYAmt |
| EOY | $25,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $739,074 | BOYAmt |
| EOY | $72,846 | 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 | $99,058 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,058 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,132 | BOYAmt |
| EOY | $72,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$98,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$921 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MIDWESTERN TEAMSTERS PENSION TRUST FUND | $11,164 |
| TRANSITIONAL REINSURANCE FEE | $10,868 |
| PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE FEE | $3,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,253 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,270,593 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$921 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$921 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,271,514 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,271,514 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,057,701 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,057,701 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$688,050 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$688,050 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,369,651 | 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 THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEARS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN OBLIGATION FOR HEALTH CLAIMS PAYABLE -688,050. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SEE SCHEDULE O | AssetsDistriOrExpnssPaidDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - PART IV - LINE 32 AND FORM 990 - SCHEDULE N - PART II: | ON JUNE 30, 2015, THE TRUSTEES VOTED TO TERMINATE THE PLAN EFFECTIVE AUGUST 1, 2015. THE ORGANIZATION IS STILL IN THE PROCESS OF WINDING UP ITS AFFAIRS AS OF THE END OF THE TAX YEAR, BUT HAS NOT COMPLETELY LIQUIDATED ALL ASSETS. BENEFIT PAYMENTS TO PARTICIPANTS AND ADMINISTRATIVE EXPENSES TO SERVICE PROVIDERS TO WIND UP THE PLAN AND TO LIQUIDATE ALL REMAINING ASSETS OF THE PLAN ARE BEING ADMINISTERED BY THE TRUSTEES OF THE PLAN IN ACCORDANCE WITH PLAN DOCUMENTS. FOR THE YEAR ENDED FEBRUARY 29, 2016, THE ACCOUNTS REPORTED ON FORM 990 ARE PRESENTED ON THE LIQUIDATION BASIS OF ACCOUNTING. UNDER THIS BASIS OF ACCOUNTING, ASSETS ARE VALUED AT THEIR ESTIMATED REALIZABLE VALUES AND LIABILITIES ARE VALUED AT THE AMOUNT OF CASH EXPECTED TO BE PAID. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION ENGAGES A THIRD PARTY ADMINISTRATOR TO HANDLE THE DAY TO DAY OPERATIONS. THE THIRD PARTY ADMINISTRATOR IS PRIMARILY RESPONSIBLE FOR PAYING HEALTH CLAIM BENEFITS, COLLECTING EMPLOYER CONTRIBUTIONS, PAYING EXPENSES AND HANDLING ALL OTHER ORGANIZATION MATTERS. THE THIRD PARTY ADMINISTRATOR REPORTS TO THE TRUSTEES AT REGULAR BOARD MEETINGS AND IS UNDER THE DIRECT SUPERVISION OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE THIRD PARTY ADMINISTRATOR IS RESPONSIBLE FOR THE REVIEW AND FILING OF FORM 990. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE TRUSTEES OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE EXPECTED TO PERFORM THEIR DUTIES CONSCIENTIOUSLY, HONESTLY AND IN ACCORDANCE WITH THE BEST INTEREST OF THE FUND. TRUSTEES MUST NOT USE THEIR POSITION OR KNOWLEDGE GAINED AS A RESULT OF THEIR POSITION FOR PRIVATE OR PERSONAL ADVANTAGE. REGARDLESS OF THE CIRCUMSTANCES, IF A TRUSTEE SUSPECTS THAT A COURSE OF CONDUCT HE/SHE HAS PURSUED, IS PRESENTLY PURSUING OF IF CONTEMPLATED PURSUING MAY INVOLVE THE TRUSTEE IN A CONFLICT OF INTEREST WITH THE FUND, THE TRUSTEE MUST IMMEDIATELY COMMUNICATE ALL THE FACTS TO THE OTHER TRUSTEES AND FUND COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 1: | ON JUNE 30, 2015, THE TRUSTEES VOTED TO TERMINATE THE PLAN EFFECTIVE AUGUST 1, 2015. IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, THE PLAN HAS CHANGED ITS BASIS OF ACCOUNTING FROM AN ONGOING PLAN BASIS USED IN PRESENTING THE FEBRUARY 28, 2015 FINANCIAL STATEMENTS TO THE LIQUIDATION BASIS USED IN PRESENTING THE FEBRUARY 29, 2016 FINANCIAL STATEMENTS. FOR THIS REASON, FOR THE YEAR ENDED FEBRUARY 29, 2016, THE ACCOUNTS ARE PRESENTED ON FORM 990 ON THE LIQUIDATION BASIS OF ACCOUNTING. UNDER THIS BASIS OF ACCOUNTING, ASSETS ARE VALUED AT THEIR ESTIMATED REALIZABLE VALUES AND LIABILITIES ARE VALUED AT THE AMOUNT OF CASH EXPECTED TO BE PAID. FOR THE YEAR ENDED FEBRUARY 28, 2015 THE ACCOUNTS WERE PRESENTED ON FORM 990 ON THE ACCRUAL BASIS OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C: | THE TRUSTEES SELECT THE INDEPENDENT AUDITORS. THE OVERSIGHT OF THE AUDIT IS PERFORMED BY THE THIRD PARTY ADMINISTRATOR. |
| FORM 990 - PART B - LINE F: | ON JULY 15, 2016 THE PRINCIPAL OFFICER OF THE PLAN (SCOTT ALEXANDER) WAS REPLACED BY TONY BARR. |
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL NO 50 | ||||||||
| 1609 NORTH ILLINOIS STREET | BELLEVILLE | IL | 62221 | 370347465 | LABOR UNION | IL | 501(C)(5) | 0 |
| MIDWESTERN TEAMSTERS PENSION TRUST FUND | ||||||||
| 18861-90TH AVENUE SUITE A | MOKENA | IL | 60448 | 376117130 | PENSION TRUST FUND | IL | 401(A) | 0 |
| BOARD OF TRUSTEES MIDWESTERN TEAMSTERS HEALTH AND WELFARE FUND | ||||||||
| 18861-90TH AVENUE SUITE A | MOKENA | IL | 60448 | 237134831 | PLAN SPONSOR AND ADMINISTRATOR | IL | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (37 entries)
| B GARCIA TRUCKING MISC |
| BELLEVILLE TOWNSHIP OFFICE OF GENERAL ASSISTANCE |
| BOB BROCKLAND PONTIAC-GMC INC |
| BRECKENRIDGE OF ILLINOIS LLC |
| BRENNAN JONES & BRENNAN |
| BRUTTO TRUCK SERVICE INC |
| BUILDING PRODUCTS |
| CONCRETE SUPPLY OF ILLINOIS LLC |
| DUCLOS EXCAVATING INC |
| GEORGE WEBER GRANITE CITY CHEVROLET |
| H C PARRISH TRUCKING |
| HAYDEN WRECKING COMPANY |
| KILLIAN CORPORATION |
| KILLIAN TRANSPORTATION |
| KMK SALES |
| MOBILE HOME PARK INVESTMENTS |
| ROBERTS MOTORS INC |
| ZENITH AMERICAN SOLUTIONS |
| ENGINEERED FLUID |
| EXTERIOR INTERIOR SPECIALISTS |
| JAX ASPHALT CO |
| KIENSTRA ST CLAIR LLC |
| LIESE LUMBER CO INC |
| MECKFESSEL TIRE COMPANY |
| MILLER EXCAVATING & TRUCKING |
| PRAXAIR DISTRIBUTION INC |
| QUALITY PONTIAC INC |
| RAY LAFORE EXCAVATING INC |
| RED-E-MIX LLC |
| ROGER'S REDI-MIX INC |
| STEEL REBAR MANUFACTURING LLC |
| STEFFY HOME FURNISHINGS INC |
| SWANSEA BUILDING PRODUCTS CORPORATION |
| TRICKEY'S SERVICE INC |
| TURK FURNITURE |
| UPCHURCH CONCRETE |
| UPCHURCH READY MIX CONCRETE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM,990 - SCHEDULE R - PART IV: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV SCHEDULE R. | ExplanationTxt |