BUILDING TRADES AFL-AGC WELFARE FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BUILDING TRADES AFL-AGC WELFARE FUND (EIN 63-0327100)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-24
- IRS object ID
- 201640249349300204
- 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 | 2016-01-24T17:41:48-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650140643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D EISENBERG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13790 NW 4 STREET 100 | AddressLine1Txt |
| City | SUNRISE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630327100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFOF L - AGC BUILDING TRADES WELFARE PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFOF | BusinessNameControlTxt |
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE BAILEY | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2514384765 | PhoneNum |
| Signature | 2016-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN D EISENBERG | PreparerPersonNm |
| PTIN | P00175252 | PTIN |
| Phone | 9548469490 | PhoneNum |
| Preparation | 2016-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE BAILEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,387,260 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To provide health benefits to its members. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4 | 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 | $5,650,612 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,833,239 | CYProgramServiceRevenueAmt |
| PY Investment Income | $785,868 | PYInvestmentIncomeAmt |
| CY Investment Income | $914,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,566 | PYOtherRevenueAmt |
| CY Other Revenue | $20,760 | CYOtherRevenueAmt |
| PY Total Revenue | $6,471,046 | PYTotalRevenueAmt |
| CY Total Revenue | $11,768,939 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $4,062,587 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,435,814 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $101,642 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $131,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $671,277 | PYOtherExpensesAmt |
| CY Other Expenses | $1,028,673 | CYOtherExpensesAmt |
| PY Total Expenses | $4,835,506 | PYTotalExpensesAmt |
| CY Total Expenses | $7,596,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,635,540 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,172,532 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,298,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,992,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $203,942 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,094,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,816,968 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Organization mission to is provide health benefits to eligible participants | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | LAURI KING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2514384765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1492 | AddressLine1Txt |
| City | MOBILE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LEE BAILEY | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDELL MCABEE | ||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN STEADMAN | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE JENNINGS | ||||||
| VICE CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY MILLS | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MILLER | ||||||
| TRUSTEE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 | BLUE CROSS BLUE SHIELD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 RIVERCHASE PARKWAY EAST | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INSURANCE PROVIDER | ServicesDesc |
| Compensation | $725,898 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $10,833,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,833,239 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,833,239 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $348,711 | TotalRevenueColumnAmt |
| Exclusion | $348,711 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,300 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,300 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,184,550 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,618,321 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $566,229 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $566,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $566,229 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525100 | $14,400 | $14,400 |
| MISCELLANEOUS | 525100 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,460 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,768,939 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,420,228 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $348,711 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,435,814 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,419 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,820 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,800 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,881 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,070 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,411 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,934 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,069 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,631 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,032 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,054 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,438 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS FEES | $725,898 |
| TRANSITIONAL REINSURANC | $56,301 |
| INSURANCE COMMISSIONS | $27,450 |
| TELEPHONE | $7,606 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,696 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,596,407 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,489 | BOYAmt |
| EOY | $2,471,416 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,981 | BOYAmt |
| EOY | $858,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $494,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $386,314 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,920 | BOYAmt |
| EOY | $108,375 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,157,443 | BOYAmt |
| EOY | $13,479,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,597 | BOYAmt |
| EOY | $74,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,298,430 | BOYAmt |
| EOY | $16,992,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,942 | BOYAmt |
| EOY | $118,054 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,000 | BOYAmt |
| EOY | $57,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,942 | BOYAmt |
| EOY | $175,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,094,488 | BOYAmt |
| EOY | $16,816,968 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,094,488 | BOYAmt |
| EOY | $16,816,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,298,430 | BOYAmt |
| EOY | $16,992,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,172,532 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$450,052 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,747 | OtherCostOrOtherBasisAmt |
| Book Value | $69,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $269,002 | DepreciationAmt |
| Book Value | $31,514 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $124,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,312 | DepreciationAmt |
| Book Value | $7,114 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,375 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKERS FOR PURCHASES OF SECURITIES | Desc |
| Amt | $57,638 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $57,638 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,267,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$450,052 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$450,052 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,718,005 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,934 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $50,934 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,768,939 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,545,473 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,545,473 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,934 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50,934 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,596,407 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 is presented to the Board of Trustees for review. The return is reviewed and accepted. Any changes are made prior to filing. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its financial statements and governing documents available to the public upon written request. |
| Form 990, Part XII, Line 2c: | The Board of Trustees are responsible for the oversight of the audit. There has been no change in this process. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (71 entries)
| CARP -CONNECTICUT HW & PEN FUND |
| CARPENTERS HW - OKLAHOMA |
| CARPS - SOUTHWEST TRUST FUNDS |
| CARPS - WILL COUNTY LOCAL #174 |
| CARPS HEALTH FUND OF WEST VIRGINIA |
| CARPS- NYC DISTRICT COUNCIL OF CARPS |
| CARPS HW & PEN- NORTHERN CALIFORNIA |
| CARPS HEALTHWELFARE - CENTRAL ILLINOIS |
| CARPS OF PHILADELPHIA & VICINITY |
| CARPSDISTCOUNHEALTH FUND-MILWAUKEE |
| CARPSDISTCOUNCIL OF STLOUIS- HW & PN |
| CARPSREGCOUNCIL - MID-SOUTH - HW |
| CARPS-EMPIRE STATE FRINGE BENEFITS FUND |
| CARPS-GREATER PENNSYLVANIA |
| CARPS-LOUISIANA REGIONAL COUN HW & PEN |
| CARPS-MW HEALTH & WELFARE - TEXAS |
| CARPS-MID-ATLANTIC HWEDISTCOUNPEN |
| CARPS-NEW JERSEY HW & PENSION FUND |
| CARPS-OREGON-WASHINGTON EMPTRUST FUNDS |
| CHICAGO DISTRICT COUNCIL OF CARPS |
| COASTAL OPERATING ENGSAPPRENTRAINING |
| IUOE #542 - EASTERN PA & DE |
| IUOE LOCAL 653 |
| IW LOC# 549 FRINGE BENEFIT FUND |
| IW LOCAL #28 - RICHMOND VA - HW & P |
| IW SOUTHERN OHIO FRINGE FUNDS |
| IW TENN VALLEY WELFAREPENSION FUND |
| IW-CALIFORNIA FIELD TRUST FUND |
| IWINTERMOUNTAIN HW FUND |
| IWSTLOUIS DISTCOUNCIL HW-P FUNDS |
| FLORIDA UBC H&W PENSION FUND |
| INKYOH REGIONAL COUNCIL CARPENTERS |
| INDIANA STATE COUN-CARPS-H&W & PENFDS |
| INITIAL ELIGIBILITY - 100 HOURS OR LESS |
| INTERNATIONAL INDUSTRIAL CONTRACTING CRP |
| IRON MOUNTAIN CONSTRUCTION |
| IRON WORKERS #12 HW & PENSION FUND |
| IRON WORKERS #167 HW & PENSION FUNDS |
| IRON WORKERS #25 FRINGE BENEFIT FUNDS |
| IRON WORKERS INTERMOUNTAIN H & W |
| IRON WORKERS MID SOUTH P&W FUND |
| IRONWORKERS LOCAL #92 HW & PENSION |
| IRONWORKERS LOCAL NO 798 |
| IUOE #406 - LOUISANA |
| IUOE & PIPELINE EMPLOYEES |
| IUOE LOCAL #139 - HW |
| IW #798 APPRENTICESHIP & TRAINING FUND |
| MID-SOUTH CARPSREGIONAL COUNTRAINING |
| MIDWEST OPERATING ENGINEERS HW FUND |
| MILLWRIGHTS LOCAL # 1192 |
| MILLWRIGHTS LOCAL #1102 - HW & PENSION |
| MO-KAN IRON WORKERS WP FUNDS |
| NEW ENGLAND CARPENTERS HEALTH BENFFUNDS |
| NOCENTRAL STATES REGCOUNCARPS-HEALTH |
| OHIO CARPENTERS HW FUNDS |
| OHIO OPERATING ENGINEERS HW FUND LOC#18 |
| OKARK CARPENTERS JOINT FUNDS |
| OPERATING ENGINEERS #324 HEALTH CARE PLN |
| OPERATING ENGINEERS #37 HW FUND |
| OPERATING ENGINEERS #487 - HW FUND |
| OPERATING ENGINEERS #825 WFPF |
| OPERATING ENGINEERS LOCAL 474 H & W |
| OPERATING ENGINEERS LOCAL 66 |
| SECARPS-MW H&WPENSION FUNDS |
| SOUTHEASTERN IW HEALTH CARE PLAN |
| SOUTHERN OPERATORS HEALTH |
| SOUTHERN STATES MILLWRIGHT REG COUNCIL |
| STRUCTURAL IRON WORKERS LOCAL #1 FUNDS |
| TEXAS IRON WORKERS TRUST FUNDS |
| TWIN CITIES CARPENTERS HW & PEN FUND |
| TWIN CITIES IRON WORKERS - HW & PENSION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (83 entries)
| AP COM POWER INC |
| ACTION ELECTRIC COMPANY INC |
| AIRCO INDUSTRIAL |
| ALIMAK HEK INC |
| AMERICAN INDUSTRIAL DOOR |
| AMQUIP CRANE RENTAL |
| AMW INSTALL LLC |
| ARISTEO CONSTRUCTION |
| ATLANTIC PLANT MAINTENANCE |
| ATLAS INDUSTRIAL CONTRACTORS LLC |
| B & G CRANE SERVICE |
| BH CRAIG CONSTRUCTION CO INC |
| BARNHART CRANE & RIGGING |
| Brand Energy Service LLC |
| BRUNSWICK BOWLING & BILLIARDS CORP |
| BSE INDUSTRIAL CONTRACTORS INC |
| CR MEYER & SONS COMPANY |
| CATES & PUCKETT CONSTRUCTION |
| CENTRAL CONVEYOR COMPANY |
| CENTRAL MAINTENANCE & WELDING INC |
| COLBURN CONSTRUCTION INC |
| COMPOSITE COOLING SOLUTIONS |
| CST POWER AND CONSTRUCTION INC |
| DAY & ZIMMERMAN NPS INC |
| DERR AND ISBELL CONSTRUCTION LLC |
| DUNCAN MACHINERY MOVERS INC |
| ELK RIVER MECHANICAL & CONTROLS LLC |
| ENERFAB INC |
| EPRO LLC |
| ERC INC |
| ETHOS ENERGY FIELD SERVICES |
| FLUOR MAINTENANCE SERVICES |
| GENESYS |
| GREERS ELECTRIC INC |
| GUBMK CONSTRUCTORS |
| HAMON - CUSTODIS INC |
| HEARTLAND HEALTHCARE FUND |
| HEATON ERECTING INC |
| I-C CONTRACTORS INC |
| JOHNSON CONTRACTORS INC |
| K POWER |
| KIRK ERECTORS INC |
| LG FOX INC |
| MATRIX NORTH AMERICAN CONSTRUCTION INC |
| MAXIM CRANE WORKS |
| MCABEE CONSTRUCTION CO |
| MCDONOUGH CONSTRUCTION RENTAL |
| M-CO INC |
| MCT SERVICES LLC |
| MEI ELECTRICAL INC |
| MIDWEST STEEL INC |
| MILLER MECHANICAL SERVICE INC |
| NATIONAL STEEL DBA STEEL CITY ERECTING |
| NKC CONVEYOR INSTALLATION COMPANY |
| P & H CONSTRUCTION |
| PETERSON INDUSTRIAL SCAFFOLDING INC |
| PIQUA STEEL COMPANY |
| PRECISE PREDICTIONS INC |
| PRECISION STONE |
| PRE-CON CONSTRUCTION OF TAMPA INC |
| PROGRESSIVE INSULATION LLC |
| R & P INDUSTRIAL CHIMNEY CO INC |
| SARENS USA INC (dba SARENS) |
| SIEMENS GENERATION SERVICES |
| SILMAN CONSTRUCTION |
| STEBBINS ENGINEERING CO |
| STEEL CITY INC |
| STONE & WEBSTER CONSTRUCTION INC |
| STURZENBECKER CONST CO INC |
| SUBSURFACE CONSTRUCTORS INC |
| SUMMIT ERECTORS INC |
| TEEMS INDUSTRIAL LLC |
| TENNESSEE VALLEY INDUSTRIAL EMI CORP |
| TOPS FIELD SERVICES |
| TRADE-MARK INDUSTRIAL LLC |
| TURBINE PROS LLC |
| URS |
| UMD CONTRACTORS INC |
| VOIGT-ABERNATHY |
| VULCAN INDUSTRIAL CONTRACTORS |
| W SOULE & COMPANY |
| WENGER CORPORATION |
| WILLIAMS PLANT SERVICE LLC |
| 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 | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFL-AGC BUILDING TRADES PENSION PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionTypeTxt |
| Involved | $6,000 | InvolvedAmt |