IRON WORKERS-8 WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS-8 WELFARE FUND (EIN 39-0855190)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-01-29
- IRS object ID
- 201500299349300015
- Schema version
- 2013v4.0
- 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 | 2015-01-29T10:12:14-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391531945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREYBERG HINKLE ASHLAND POWERS & STOWELL | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15420 W CAPITOL DR | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 530052621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390855190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS LOCAL 8 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRON | BusinessNameControlTxt |
| Phone | 4144761529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD NO 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE HENKE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4144761529 | PhoneNum |
| Signature | 2015-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M POWERS CPA | PreparerPersonNm |
| PTIN | P00241729 | PTIN |
| Phone | 2627846210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE HENKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD SUITE 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,914,094 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | 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 | $11,006,883 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,224,716 | CYProgramServiceRevenueAmt |
| PY Investment Income | $560,571 | PYInvestmentIncomeAmt |
| CY Investment Income | $858,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | $830 | PYOtherRevenueAmt |
| CY Other Revenue | $2 | CYOtherRevenueAmt |
| PY Total Revenue | $11,568,284 | PYTotalRevenueAmt |
| CY Total Revenue | $14,083,324 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,458,099 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $8,806,477 | 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 | $2,194,055 | PYOtherExpensesAmt |
| CY Other Expenses | $2,170,008 | CYOtherExpensesAmt |
| PY Total Expenses | $11,652,154 | PYTotalExpensesAmt |
| CY Total Expenses | $10,976,485 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$83,870 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,106,839 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,441,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,515,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $824,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $597,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,616,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,917,890 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,806,477 | ExpenseAmt |
| Desc | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. | Desc |
| Total Program Service Expenses | $8,806,477 | TotalProgramServiceExpensesAmt |
| 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 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 | 2 | 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 | 8 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144761220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD SUITE 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MIKE HENKE | |||||||
| CHAIRMAN | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARC LAURET | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TOPP | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MAYRHOFER | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $3,662 | $0 | 45.00 |
| BRAD CYGANEK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $1,351 | $1,214 | 2.00 | |
| JOHN TROTTIER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM ROMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $77,079 | $79,209 | 45.00 | |
| BRIAN MCCAMBRIDGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $60,222 | $55,890 | 45.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $142,314 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $136,313 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 3333 N MAYFAIR RD SUITE 201 | WAUWATOSA | WI | 53222 | ADMINISTRATION | $335,747 |
| UNITED HEALTHCARE | |||||
| 10701 W RESEARCH DRIVE | MILWAUKEE | WI | 53226 | CLAIMS ADMINISTRATION | $307,352 |
| THE SEGAL GROUP | |||||
| 333 WEST 24TH STREET | NEW YORK | NY | 10001 | CONSULTING | $122,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS' CONTRIB. NET | 230000 | $12,496,766 | $12,496,766 |
| SELF-PAYMENT CONTRIB. | 230000 | $727,950 | $727,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,224,716 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,292 | TotalRevenueColumnAmt |
| Exclusion | $431,292 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,258,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,830,770 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $427,314 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427,314 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,083,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,652,032 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $431,292 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,806,477 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,773 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,946 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,580 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,621 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,992 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,242 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FUTURE BENEFIT PROGRAM | $613,872 |
| STOP-LOSS PREMIUMS | $406,412 |
| COST CONTAINMENT EXPENS | $332,927 |
| LIFE, ACCIDENTAL DEATH | $96,704 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,499 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,976,485 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,392 | BOYAmt |
| EOY | $1,503,226 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,696 | BOYAmt |
| EOY | $698,526 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,779 | BOYAmt |
| EOY | $1,437,821 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,861,004 | BOYAmt |
| EOY | $21,379,795 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484,041 | BOYAmt |
| EOY | $5,010,345 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,637 | BOYAmt |
| EOY | $485,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,441,549 | BOYAmt |
| EOY | $30,515,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,375 | BOYAmt |
| EOY | $367,344 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,423 | BOYAmt |
| EOY | $230,224 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,798 | BOYAmt |
| EOY | $597,568 | 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 | $25,616,751 | BOYAmt |
| EOY | $29,917,890 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,616,751 | BOYAmt |
| EOY | $29,917,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,441,549 | BOYAmt |
| EOY | $30,515,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,106,839 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,194,300 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NIS INTERMEDIATE FIXED INCOME FUND, LLC | Desc |
| Book Value | $5,010,345 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,010,345 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYERS FICA/UC CONTRIBUTION ACCOUNTS | $27,289 |
| CLAIMS PAYABLE | $155,800 |
| HRA LIABILITY | $47,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $230,224 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,239,003 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,194,300 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,194,300 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,044,703 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,621 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $38,621 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,083,324 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,922,264 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,922,264 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,621 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,600 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $54,221 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,976,485 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2011. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN CURRENT YEARS CLAIM PAYABLE 15,600. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | MIKE HENKE - N112 W19515 MEQUON ROAD, GERMANTOWN, WI 53022. MARC LAURET - N57 W13500 CARMEN AVENUE, MENOMONEE FALLS, WI 53051. JOHN TOPP - 17100 W. BLUEMOUND RD, #102, BROOKFIELD, WI 53005. ANTHONY MAYRHOFER - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. BRAD CYGANEK - W347 S21794 SPRAGUE ROAD, EAGLE, WI 53119. JOHN TROTTIER - 806 VALLEY ROAD, MENASHA, WI 54952. TIM ROMAN - 119 SOUTH FRONT STREET, MARQUETTE, MI 49855. BRIAN MCCAMBRIDGE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. |
| FORM 990, PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, SCHEDULE R, PARTS II-IV | IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE PLAN ALSO HAD ONE SOLE PROPRIETOR AS A CONTRIBUTING EMPLOYER DURING THE PLAN YEAR ENDING MAY 31, 2014. THE PLAN HAD THREE EMPLOYERS PROVIDE "LLC" RATHER THAN THE TAX CLASSIFICATION. THE PLAN HAD TWO EMPLOYERS WHO RESPONDED BUT DID NOT SPECIFY ANY TAX CLASSIFICATION. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT FOURTEEN OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND | ||||||||
| 3333 N MAYFAIR RD SUITE 201 | WAUWATOSA | WI | 53222 | 390855190 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) | 0 |
| BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 | ||||||||
| IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY | ||||||||
| IRON WORKERS LOCAL 8 DEFENSE FUND | ||||||||
| MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| RIDGWAY LLC |
| HAMPTON SERVICES |
| HARRIS DAVIS REBAR |
| SELDEN STEEL LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (78 entries)
| A & A ERECTING COMPANY INC |
| A LINDBERG & SONS INC |
| ACE CONSTRUCTION INC |
| AGM ERECTING LLC |
| B & D CONTRACTORS INC |
| BADGERLAND METAL BUILDING |
| BANE NELSON INC |
| BARNHART CRANE AND RIGGING CO |
| BEST MECHANICAL SERVICES LLC |
| CR MEYER AND SONS |
| CAPITAL STEEL ERECTORS INC |
| CHARLES D SMITH & SON INC |
| CHILSTROM ERECTING CO |
| CHOICE CONSTRUCTION CO INC |
| CLOSNER CONSTRUCTION & SALES INC |
| CONSTRUCTION SUPPLY & ERECTION |
| DAY & ZIMMERMANN NPS INC |
| DON R FRUCHEY INC |
| DORAL CORPORATIONINDUSTRIAL |
| EDWARD KRAEMER & SONS INC |
| FA INDUSTRIAL SERVICES INC |
| GRAYCOR INDUST CONST INC |
| GRUNAU COMPANY INC |
| GRUNDLACH CHAMPION |
| H & H MACHINERY MOVERS |
| HENNES TRUCKING CO |
| HI-BOOM ERECTING INC |
| INDUSTRIAL MAINTENANCE SERVICE |
| INTERNATIONAL ERECTORS INC |
| INTERSTATE ERECTING INC |
| JP CULLEN & SONS INC |
| LAKEHEAD CONSTRUCTORS INC |
| LILJA CORP |
| MARSHALL ERECTING INC |
| MARSHALL HANES STEEL ERECTORS |
| METAL BUILDINGS OF WI INC |
| MIDWEST STAIRS & IRON INC |
| MIRON CORPORATION CO INC |
| MSI GENERAL CORPORATION |
| NATIONAL MACHINERY & CONVEYOR |
| PW WALSH & COMPANY |
| PRIME INDUSTRIAL CONTRACTORS INC |
| R OLSON CONSTRUCTION CO CONTRACTORS INC |
| RJ ALHOLM ERECTING CO INC |
| RED CEDAR STEEL ERECTORS INC |
| REYNOLDS RIGGING & CRANE SERVICE INC |
| REYNOLDS TRANSFER & STORAGE INC |
| ROY NESS CONTRACTING & SALES INC |
| SPE INC |
| STANDING STONE ERECTING INC |
| STRONGHOLD INDUSTRIES INC |
| TNT REBAR LLC |
| THE BOLDT COMPANY |
| USA HOIST COMPANY INC |
| VIKING ERECTORS CORPORATION |
| VMI LLC |
| WAUKESHA CRANE SALES & SERVICE INC |
| AZCO INC |
| BEST ERECTORS INC |
| DUWE METAL PRODUCTS INC |
| METCON BUILDING SYSTEMS INC |
| REM INC |
| HAMON-CUSTODIS COTTRELL INC |
| JJB STEEL INC |
| KENNETH F SULLIVAN COMPANY |
| LUNDA CONSTRUCTION INC |
| PL FREEMAN |
| WOLVERINE STEEL ERECTORS |
| AREA ERECTORS INC |
| J H FINDORFF & SON INC |
| J&L STEEL ERECTORS |
| KLEIN-DICKERT MILWAUKEE INC |
| MODERN CRANE SERVICE |
| PRECISION SURVEILLANCE CORP |
| QUALITY RE-STEEL INC |
| URBANSKI BUILDERS INC |
| WALSH CONSTRUCTION COMPANY |
| WISCONSIN REBAR INC |
| 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |