MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND: Form 990, tax year 2014
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- Organization
- MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND (EIN 38-6058383)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-06-24
- IRS object ID
- 201621769349300207
- Schema version
- 2014v6.0
- 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 | 2016-06-24T08:45:41-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382284921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDA GRACE STULZ & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 VAN DYKE AVE STE 100 | AddressLine1Txt |
| City | STERLING HEIGHTS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386058383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN CARPENTERS' HEALTH CARE | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 489170000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER MCCASTLEROBERT ROOT | PersonNm |
| Person Title | CHAIRMAN/SECRETARY | PersonTitleTxt |
| Phone | 5173217502 | PhoneNum |
| Signature | 2015-12-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STULZ | PreparerPersonNm |
| PTIN | P00265596 | PTIN |
| Phone | 5868836240 | PhoneNum |
| Preparation | 2016-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAME AS ABOVE | PrincipalOfficerNm |
| Gross Receipts | $23,349,272 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,059,017 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,259,925 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,113,730 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,046,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,922 | PYOtherRevenueAmt |
| CY Other Revenue | $42,523 | CYOtherRevenueAmt |
| PY Total Revenue | $22,185,669 | PYTotalRevenueAmt |
| CY Total Revenue | $23,349,272 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,075,461 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $28,621,863 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,616,809 | PYOtherExpensesAmt |
| CY Other Expenses | $2,628,090 | CYOtherExpensesAmt |
| PY Total Expenses | $22,692,270 | PYTotalExpensesAmt |
| CY Total Expenses | $31,249,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$506,601 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,900,681 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,650,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,001,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,888,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,813,059 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,762,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,188,735 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICPANTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIC INTERNATIONAL CORP | PersonNm |
| Phone | 5173217502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DR | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48917 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|
| KEVIN KLINGLER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $96,124 | $35,090 |
| BRIAN KERRIGAN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $83,967 | $35,090 |
| LEON TURNWALD | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $83,966 | $37,517 |
| TYLER MCCASTLE | ||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $75,773 | $37,267 |
| CHAD MILLER | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $73,546 | $35,090 |
| TRAVIS FAIRBANKS | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $73,546 | $35,090 |
| ROBERT ROOT | ||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| WILLIAM HENDRICK | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| STANLEY BUELL | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| GARY BENJAMIN | ||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 |
| SCOTT FISHER | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| BART CARRIGAN | ||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $486,922 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,144 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 600 EAST LAFAYETTE | DETROIT | MI | 48226 | CLAIMS ADMIN | $1,529,613 |
| TIC INTERNATIONAL CORPORATION | |||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | ADMINISTRATION | $814,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | $17,049,620 | $17,049,620 |
| PARTICIPANT SELF-PAYMENTS | 900099 | $5,210,305 | $5,210,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,259,925 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,046,824 | TotalRevenueColumnAmt |
| Exclusion | $1,046,824 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIQUIDATED DAMAGES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $42,523 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,523 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,523 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,349,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,302,448 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,046,824 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,621,863 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,144,274 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,633 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,604 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,006 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,593 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,739 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,576 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,685 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,875 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBER COMMUNICATIONS | $26,639 |
| BANK SERVICE CHARGES | $18,432 |
| ACTUARIAL FEE | $11,000 |
| NOTICES TO PARTICIPANTS | $5,259 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,775 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,249,953 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,057,666 | BOYAmt |
| EOY | $2,343,982 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,699 | BOYAmt |
| EOY | $1,459,813 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,735 | BOYAmt |
| EOY | $847,302 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,309,844 | BOYAmt |
| EOY | $17,350,697 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,650,944 | BOYAmt |
| EOY | $22,001,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,166 | BOYAmt |
| EOY | $1,042,059 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,068,000 | BOYAmt |
| EOY | $14,771,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,888,166 | BOYAmt |
| EOY | $15,813,059 | 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 | $17,762,778 | BOYAmt |
| EOY | $6,188,735 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,762,778 | BOYAmt |
| EOY | $6,188,735 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,650,944 | BOYAmt |
| EOY | $22,001,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,900,681 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,673,362 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $13,306,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,465,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,771,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,668,904 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,673,362 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,673,362 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,342,266 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,006 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,006 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,349,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,242,947 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $31,242,947 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,006 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,006 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,249,953 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACUTAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP INTO THEIR OFFICER POSITIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART I ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| FORM 990, PART VII | LINE 1A - TYLER MCCASTLE, BRIAN KERRIGAN, LEON TURNWALD, CHAD MILLER, TRAVIS FAIRBANKS, AND KEVIN KLINGLER SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF THE MICHIGAN REGIONAL COUNSIL OF CARPENTERS, WHICH WAS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGANIZATION" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHIGAN CARPENTERS' PENSION FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386233978 | PENSION | MI | 401A | N/A | false | |
| MICHIGAN CARPENTERS' APPRENT FUND | ||||||||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | 386122431 | TRAINING | MI | 501C3 | N/A | false | 2 |
| MICHIGAN REGIONAL COUNCIL OF CARP | ||||||||||
| 400 RENAISSANCE CENTER 1010 | DETROIT | MI | 48243 | 383292997 | UNION | MI | 501C5 | N/A | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (140 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A & F CONSTRUCTION CO INC | |
| N/A | false |
| A & F CONSTRUCTION | |
| N/A | false |
| A & G CONSTRUCTION LLC | |
| N/A | false |
| ANM CONSTRUCTION CO INC | |
| N/A | false |
| API INC | |
| N/A | false |
| ACOUSTICAL ARTS INC | |
| N/A | false |
| ADVANTAGE INDUSTRIAL SYS LLC | |
| N/A | false |
| AMALIO CORPORATION | |
| N/A | false |
| ANLAAN CORPORATION | |
| N/A | false |
| ANTON CABINETRY | |
| N/A | false |
| AP COM POWER INC | |
| N/A | false |
| ARBOR CONSTRUCTION PERSONNEL | |
| N/A | false |
| ARCHITECTUAL PDCTS OF WAUSAU LTD | |
| N/A | false |
| ARCHITECTUAL INTERIORS INSTLRS | |
| N/A | false |
| ASSOCIATED CONSTRUCTION CO | |
| N/A | false |
| ATLANTIC PLANT MAINT INC | |
| N/A | false |
| AZCO INC | |
| N/A | false |
| B & B CONTRACTING SERVICE CO | |
| N/A | false |
| B K B CONSTRUCTION | |
| N/A | false |
| B3 INSTALLATIONS INC | |
| N/A | false |
| BATES CONSTRUCTION INC | |
| N/A | false |
| BAY RESOURCE MANAGEMENT INC | |
| N/A | false |
| BLOOM ROOFING SYSTEMS INC | |
| N/A | false |
| BOLDT COMPANY | |
| N/A | false |
| BOWEN ENGINEERING CORPORATION | |
| N/A | false |
| BRAND ENERGY SERVICES | |
| N/A | false |
| BRIX CORPORATION | |
| N/A | false |
| C L S CONSTRUCTION SERVICE | |
| N/A | false |
| CALACCI CONSTRUCTION | |
| N/A | false |
| CARDINAL CONTRACTING LLC | |
| N/A | false |
| CASE CONSRUCTION CO INC | |
| N/A | false |
| CASE WORK LOC | |
| N/A | false |
| CASTLES BROS INC | |
| N/A | false |
| CHRISTMAN CONSTRUCTORS INC | |
| N/A | false |
| CITY CARPET & FLOORING | |
| N/A | false |
| COMMERCIAL CONTRACTING CORP | |
| N/A | false |
| COMMERCIAL CONTRACTORS INC | |
| N/A | false |
| COMPLETE OFFICE INTERIORS | |
| N/A | false |
| COMSTOCK CONSTRUCTION COMPANY | |
| N/A | false |
| CONSTRUCTION LABOR SERVICES | |
| N/A | false |
| CONTINENTAL CONST | |
| N/A | false |
| CONTINENTAL CONSTRUCTION INC | |
| N/A | false |
| COWHY-HAYES CONSTRUCTION INC | |
| N/A | false |
| CRITTENDEN CONST CO INC | |
| N/A | false |
| CRYDERMAN BOULDERS INC | |
| N/A | false |
| CUNNINGHAM CONSTRUCTION CO | |
| N/A | false |
| D S I ACOUSTICAL COMPANY | |
| N/A | false |
| DSI COMPANY | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DELTA T CONSTRUCTION CO INC | |
| N/A | false |
| DOBIE CONSTRUCTION INC | |
| N/A | false |
| DOTSON CO THE | |
| N/A | false |
| DOVER & COMPANY | |
| N/A | false |
| DWL TRADES LLC | |
| N/A | false |
| EAGLE EXCAVATION INC | |
| N/A | false |
| ERICKSON & LINDSTROM CON | |
| N/A | false |
| F A INDUSTRIAL SERVICES INC | |
| N/A | false |
| FASTDECKS INC | |
| N/A | false |
| FAULKNER CONSTRUCTION CO | |
| N/A | false |
| FISHER CONTRACTING | |
| N/A | false |
| FOULKE CONSTRUCTION COMPANY | |
| N/A | false |
| FREEMAN | |
| N/A | false |
| FRITZ-ELLIS CONST CO INC | |
| N/A | false |
| GERACE CONSTRUCTION CO INC | |
| N/A | false |
| GIBSON LEWIS | |
| N/A | false |
| GILMOUR CONSTRUCTION INC | |
| N/A | false |
| GOUGH INC | |
| N/A | false |
| GRAND RIVER CONSTRUCTION INC | |
| N/A | false |
| GRANGER CONTRACTING CO INC | |
| N/A | false |
| GREAT LAKES CEILING & CARP INC | |
| N/A | false |
| GUNDLACH CHAMPION INC | |
| N/A | false |
| HANEL MATT CONSTRUCTION INC | |
| N/A | false |
| HARDMAN CONSTRUCTION | |
| N/A | false |
| HEBERT CONSTRUCTION COMPANY | |
| N/A | false |
| HEINEMAN J R & SONS INC | |
| N/A | false |
| HENDRICK RC AND SON INC | |
| N/A | false |
| HENKELS & MCCOY INC | |
| N/A | false |
| HULL CA INC | |
| N/A | false |
| INDUSTRIAL CONSTRUCTION SERVICE | |
| N/A | false |
| INDUSTRIAL MAINTENANCE SERVICE | |
| N/A | false |
| INTEGRITY INTERIORS | |
| N/A | false |
| INTEGRITY INTERIORS INC | |
| N/A | false |
| INTERIOR INSTALLATIONS SRVS | |
| N/A | false |
| INTERNATIONAL COOLING TOWER | |
| N/A | false |
| IRON MOUNTAIN ACOUSTIC | |
| N/A | false |
| KAPPAZ ENTERPRISES | |
| N/A | false |
| KISER HYDRO LLC | |
| N/A | false |
| KLEIN CABINETS AND INTERIORS | |
| N/A | false |
| KRIEGHOFF LENAWEE COMPANY | |
| N/A | false |
| LAKEHEAD CONSTRUCTORS | |
| N/A | false |
| LINDBERT A & SONS | |
| N/A | false |
| LUNDA CONSTRUCTION COMPANY | |
| N/A | false |
| MCT SERVICE | |
| N/A | false |
| MEYER C R & SONS COMPANY | |
| N/A | false |
| MID-STATE CONTRACTING LLC | |
| N/A | false |
| MOORE-TROSPER CONSTRUCTION CO | |
| N/A | false |
| MUSKEGON QUALITY BLDRS INC | |
| N/A | false |
| N B PROCESSING INC | |
| N/A | false |
| NASHVILLE CONSTRUCTION CO | |
| N/A | false |
| NATGUN CORPORATION | |
| N/A | false |
| NATIONAL STEEL ERECTION | |
| N/A | false |
| NIELSEN COMMERCIAL CONST CO | |
| N/A | false |
| NIEMI CORPORATION | |
| N/A | false |
| NORTHERN INDUSTRIAL CONST INC | |
| N/A | false |
| OBOYLE AND COMPANY | |
| N/A | false |
| PEARSON EQUIPMENT & SERVICE | |
| N/A | false |
| PETERSON IND SCAFFOLDING INC | |
| N/A | false |
| R T U CONCEPTS LLC | |
| N/A | false |
| RBE (O'NEILL PATRICK CO) | |
| N/A | false |
| RENSHAW CONSTRUCTION INC | |
| N/A | false |
| RHOADES & JOHNSON LLC | |
| N/A | false |
| ROSEMA CORPORATION | |
| N/A | false |
| SAFEWAY SERVICES LLC 89 | |
| N/A | false |
| SCAFFOLD DESIGN & ERECTION | |
| N/A | false |
| SPENCE BROTHERS | |
| N/A | false |
| SPORT SYSTEMS UNLIMITED CORP | |
| N/A | false |
| STATEWIDE INSTALLATIONS INC | |
| N/A | false |
| TAYLOR BROS CONSTRUCTION | |
| N/A | false |
| TOEBE CONSTRUCTION LLC | |
| N/A | false |
| TONN AND BLANK CONSTRUCTION | |
| N/A | false |
| TRI-STATE INSTALLATION INC | |
| N/A | false |
| TURBINE PRO | |
| N/A | false |
| TURNER BROOKS INC | |
| N/A | false |
| UNITED LABOR SERVICES INC | |
| N/A | false |
| UNITED PIPING INC | |
| N/A | false |
| VERTICAL ACCESS SOLUTIONS | |
| N/A | false |
| WC CONSTRUCTORS INC | |
| N/A | false |
| W F CONSTRUCTION LLC | |
| N/A | false |
| W SOULE & COMPANY | |
| N/A | false |
| WALBRIDGE EQUIPMENT INSTALLATION | |
| N/A | false |
| WEIGAND CONSTRUCTION CO INC | |
| N/A | false |
| WENGER CORPORATION | |
| N/A | false |
| WEST MICHIGAN EARTH MANAGEMENT | |
| N/A | false |
| WHITMARSH BUILDERS | |
| N/A | false |
| WILLIAMS PLANT SERVICES LLC | |
| N/A | false |
| WOBIG CONSTRUCTION COMPANY | |
| N/A | false |
| WOODBRIDGE CONSTRUCTION | |
| N/A | false |
| WOODS CONSTRUCTION INC | |
| N/A | false |
| Z CONTRACTORS | |
| N/A | false |
| ZENITH TECH INC | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |