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CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CENTRAL STATES JOINT BOARD HEALTH & WELFARE TRUST FUND (EIN 36-2376645)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-21
IRS object ID
201512949349300611
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-10-21T09:17:49-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 5335AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362376645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL STATES JOINT BOARD HEALTHBusinessNameLine1Txt
Business Name Line2AND WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE TORELLOPersonNm
Person TitleCHAIRMAN/TRUSTEEPersonTitleTxt
Phone3127380822PhoneNum
Signature2015-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01366109PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE TORELLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$104,474,029GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$60,845,096PYProgramServiceRevenueAmt
CY Program Service Revenue$73,163,442CYProgramServiceRevenueAmt
PY Investment Income$4,949,838PYInvestmentIncomeAmt
CY Investment Income$4,004,310CYInvestmentIncomeAmt
PY Other Revenue$778,908PYOtherRevenueAmt
CY Other Revenue$1,267,625CYOtherRevenueAmt
PY Total Revenue$66,573,842PYTotalRevenueAmt
CY Total Revenue$78,435,377CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$64,949,938PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$83,445,131CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$655,014PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$664,030CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,841,213PYOtherExpensesAmt
CY Other Expenses$2,921,034CYOtherExpensesAmt
PY Total Expenses$67,446,165PYTotalExpensesAmt
CY Total Expenses$87,030,195CYTotalExpensesAmt
PY Revenues Less Expenses-$872,323PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,594,818CYRevenuesLessExpensesAmt
Total Assets BOY$67,935,157TotalAssetsBOYAmt
Total Assets EOY$59,443,968TotalAssetsEOYAmt
Total Liabilities BOY$619,105TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,550,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$67,316,052NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,893,468NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDING MEDICAL AND DENTAL BENEFITS TO APPROXIMATELY 9,900 ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document291IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127380822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 FENCL LANEAddressLine1Txt
CityHILLSIDECityNm
State AbbreviationILStateAbbreviationCd
ZIP60162ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STEVE TORELLO
CHAIRMAN/TRUSTEE0.30Yes (X)$0$133,700$42,295
MARK SPANO
TRUSTEE0.30Yes (X)$0$159,558$49,038
MICHAEL FLYNN
FORMER TRUSTEE0.30Yes (X)$0$38,595$16,214
BENNY CASTRO
TRUSTEE0.30Yes (X)$0$102,646$32,788
JOHN MILLER
TRUSTEE0.30Yes (X)$0$0$0
GARY FAIRHEAD
TRUSTEE0.30Yes (X)$0$0$0
ROBERT WILSON
TRUSTEE0.30Yes (X)$0$0$0
SHELLY ROSEN
TRUSTEE0.30Yes (X)$0$0$0
NORMAN SOEP
TRUSTEE0.30Yes (X)$0$0$0
FRANK OLVERA
TRUSTEE0.30Yes (X)$0$92,167$33,549
ANTHONY IORI
PLAN MANAGER/TRUSTEE40.00Yes (X)$79,788$12,974$30,581
FieldValueIRS element (for citing)
Total Reportable Comp From Org$79,788TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$539,640TotReportableCompRltdOrgAmt
Total Other Compensation$204,465TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPH STREETCHICAGOIL60601NETWORK ADMINISTRATION$4,377,743
MEDICAL COST MANAGEMENT
105 WEST ADAMS SUITE 2200CHICAGOIL60603UTILIZATION REVIEW$307,744
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$72,562,001$72,562,001
PARTICIPANT CTRB.900099$601,441$601,441
FieldValueIRS element (for citing)
Total Program Service Revenue$73,163,442TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,262,286TotalRevenueColumnAmt
Exclusion$2,262,286ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,780,676SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$26,038,652SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,742,024SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,742,024TotalRevenueColumnAmt
Exclusion$1,742,024ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REBATES AND SUBSIDIES900099$1,224,680$1,224,680
SUNDRY900099$42,945$42,945
FieldValueIRS element (for citing)
Other Revenue Total$1,267,625OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,435,377TotalRevenueColumnAmt
Related Or Exempt Func Income$74,431,067RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,004,310ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$83,445,131TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$109,785TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$278,057TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$177,669TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$69,482TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$29,037TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$70,772TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,663TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$223,230TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$128,802TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$113,578TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$124,686TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,658TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,685TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$82,101TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ACA TRANSITIONAL REINSU$1,150,583
CASE MANAGEMENT$403,571
ALLOCATED EXPENSES$376,026
CLAIMS PROCESSING$101,057

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$23,622TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$87,030,195TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,309,770BOYAmt
EOY$2,938,184EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$826,782BOYAmt
EOY$1,010,549EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$64,645BOYAmt
EOY$59,367EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$343,514LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$223,589LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$159,610BOYAmt
EOY$119,925EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,936,162BOYAmt
EOY$44,427,783EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,638,188BOYAmt
EOY$10,888,160EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$67,935,157BOYAmt
EOY$59,443,968EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$183,640BOYAmt
EOY$1,370,399EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$435,465BOYAmt
EOY$180,101EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$619,105BOYAmt
EOY$1,550,500EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$67,316,052BOYAmt
EOY$57,893,468EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,316,052BOYAmt
EOY$57,893,468EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$67,935,157BOYAmt
EOY$59,443,968EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$8,594,818ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$827,766NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,409OtherCostOrOtherBasisAmt
Depreciation$27,409DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$316,105OtherCostOrOtherBasisAmt
Depreciation$196,180DepreciationAmt
Book Value$119,925BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$119,925TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOST INTERMEDIATE TERM HIGH YIELD FUND, L.P.Desc
Book Value$10,888,160BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$10,888,160TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO BROKER FOR PENDING TRADES$56,850
CONTRIBUTIONS REC IN ADVANCE$123,251
FieldValueIRS element (for citing)
Total Liability$180,101TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$77,384,381TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$827,766NetUnrealizedGainsInvstAmt
Revenue Not Reported-$827,766RevenueNotReportedAmt
Revenue Subtotal$78,212,147RevenueSubtotalAmt
Investment Expenses Not Incld$223,230InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$223,230RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$78,435,377TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$86,806,965TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$86,806,965ExpensesSubtotalAmt
Investment Expenses Not Incld2$223,230InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$223,230ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$87,030,195TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEVE TORELLO
CHAIRMAN/TRUSTEE$0$133,700$0$0$0$0$0$0$0$42,295$0$175,995$0$0
MARK SPANO
TRUSTEE$0$159,558$0$0$0$0$0$0$0$49,038$0$208,596$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO SUBCOMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES ASSUMES REPSONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
MIDWEST PENSION PLAN
245 FENCL LANEHILLSIDEIL60162366512748TO PROVIDE PENSION BENEFITS TO MEMBERSIL401(A)0
CENTRAL STATES JOINT BOARD AFL-CIO
245 FENCL LANEHILLSIDEIL60162362224162ASSIST LOCAL UNIONSIL501C(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (435 entries)

3 WON
A & H PLUMBING
A SCHOENEMANN
ABDALLAH KARAM
ACME INDUSTRIAL
ACORN METAL SER
ACTIVE GRINDING
ADCO-LITHO-LINE
ADMINISTRATIVE RETIREMENT
ADVANCED BOILER
ADVANCED HEALTH
ADVANCED RADIOL
ADWILL LABS
AES
AG MANUFACTURIN
ALFA LAVAL INC
ALL STATE APPRA
ALLSTAR AUTOMOT
AMERICAN BODY C
AMERICAN FINANC
AMERICAN METALC
AMERICAN NAME P
AMERICAN PLATIN
AMTEC PRECISION
ANDERSON DIE CA
ANDRIACHI INC
ANDY'S JAZZ CLU
ANGELS GRACE HO
ANYWAVE COMMUNI
APOLLO PLASTICS
APP DESIGN INC
ARMBRUST PAPER
ARONOFF ROSEN
ARONSON ADVERTI
ARTHA SOLUTIONS
ARTISTIC STITCH
ARW ROOFING
ASHLAND MILLWOR
ASSOCIATES ROOF
AUGIES EXCAVATI
AUSTGEN ELECTRI
AUTOMATIC ANODI
AVANTI STAFFING
AYOTTE DECKER
B & R REPAIR
BICC SYSTEM
BACIN GROUP
BARSTEEL
BENEFITS & PAYR
BERKSHIRE REFRI
BESCO AIR INC
BEST U LLC
BETTER CONTAINE
BIG HOLLOW
BLU PETROLEUM
BLUE THUNDER TR
BMW PLUMBING IN
BOB KORVAS AGEN
BORKUSLAW
BRAKE AND WHEEL
BRANDENBURGER P
BRIGHT STAR NOR
BRIS INDUSTRIAL
BRITE SITE
BRONKOS
BROOKFORD
BROWN&BROWN CHE
BROWN BROWN &
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BSSI2
BTM INDUSTRIES
BUSINESS MACHIN
BUY RIGHT
C & G SYSTEMS C
C&R AUTO
CADILLAC NAPERV
CALEEL
CALLEN MFG
CAMEO MOLD
CAMPUS GEAR
CAPITAL BUILDIN
CASSIDY PROLINE
CASTLE GROUP HE
CATALANO CABOOR
CAVANAUGH LAW G
CAWLEY
CCCB DBA CEMENO
CELLUSUEDE
CENTRAL ILLINOI
CENTRAL SHEET M
CENTURY PLATING
CHEMCO
CHEMCOATERS
CHEMTECH SERVIC
CHICAGO ANODIZI
CHICAGO DRY DOC
CHICAGO MAILING
CHICAGO POWDERE
CHICAGO STEEL
CHICAGO VET
CIRCUIT WORKS C
CLINTON ACCOUNT
COLDWELL BANKER
COLOR COMMUNICA
COLORS FOR PLAS
COM-CO INC
COMMUNICATIONS
COMPLETE FINANC
CONDON & COOK
CONLIN LANDSCAP
CONTINENTAL TRA
COONEY & CORSO
CORNHUSKER HOSP
COTTON GOODS MF
COURTESY PLUMBI
COVENANT CARE S
CRAFTSMAN PLATI
CRESCENT CARDBO
CROSSROADS CHUR
CSJB HEALTH & W
CSJB STAFF - 18
CSJB STAFF - 30
CULBERTSON CO
CUNNINGHAM INSU
D MARTIN
DALLAS & CO
DAMSNELL & TAV
DANIEL CREANEY
DARRYL HARRIS I
DEERFIELD ELECT
DELLWOOD
DELUCA INDUSTRI
DEV MEDICAL ASS
DIAMOND THERAPY
DIAMOND TOOL &
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DURABILT FENCE
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DUTCH VALLEY GR
DYNASTY MOLD BR
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E&C CUSTOM PLAS
ECHOLS & ASSOCI
ED'S AUTOMOTIVE
EDSAL MFG COMPA
ELITE GYNECOLOG
EMPLOYER UNITED
ENA INC
ENCOMPASS PHYSI
ENVIRONMENTAL C
ETCHESON SPA &
EXACT MACHINES
EXCELLENT BINDR
EYE SPECIALIST
FAMILY EYECARE
FC & C
FEDERAL-MOGUL
FILTRATION CORP
FIRST BAPTIST C
FIXTURE HARDWAR
FOCUS SCOPE
FONTANA GROUP
FOX BOWL
FRESH EXPRESS C
FRIGID FLUID CO
FULLERS
G3 CONSTRUCTION
GAIM ENGINEERIN
GANE BROTHERS &
GARRELTS AND SO
GCS COMPUTERS
GCS SOFTWARE
GENERAL EQUIPME
GERSTEIN & ASSO
GLEN GEORGE FUN
GLOBAL MATERIAL
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GMT INC
GOING PLACES LL
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GREAT DANE TRAI
GREEN GLEN
GREEN KEY
H GROUP
H&H ELECTRIC CO
HANDI-FOIL CORP
HARD ROCK CONCR
HARLEM AUTO PAR
HARMONY HOME HE
HAROLD J KRINS
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HENRY COUNTY SE
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HIGH HOPES
HIGHLAND METAL
HIGHLAND TRADIN
HIRSCH MANAGEME
HOME PRODUCTS I
HTP
HYGENIEERING
I DESIGN
ICL INTERIOR
IDILUS
IL ORG FOR JEWI
INLAND ARTS & G
ISS
JACKSON TERRACE
JAMES BAIRD INC
JAMES INSTRUMEN
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JIFFY METAL PRO
JM INNOVATIONS
JOHN J KIELY
JOSEPH T SNYDER
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KR STRIKE FOR
KC ERICKSON DEN
KINDELSPIRE'S A
KIWI CODERS COR
KVR CONSTRUCTIO
LA-CO INDUSTRIE
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LAKE FOREST INT
LAKE FOREST OB
LAKELAND
LAKESHORE SECUR
LAKESIDE HR
LAKEVIEW ASSOCI
LANDMARK MANAGE
LDE
LEVY CREATIONS
LEWIS PLASTIC C
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LNN INC
LOSCH
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M S SECURITY
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M BROWN & ASSO
MAAS & SONS
MAF COMPANY
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MAPLE TREE ACAD
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MEDCO PLUMBING
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MICHAEL PRESSMA
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MIDWEST DRILL F
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MILTON IND COR
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MOTHERWAY & NAP
MULCH IT
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NAPLETON AUTO W
NATIONAL HEALTH
NATIONAL LIFE
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NDP GROUP LLC
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NEPHROLOGY SPEC
NEW LEAF RESOUR
NEW STAR
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NOVA SECURITY G
NOVUM STRUCTURE
NUMERIC LLC
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P&L SCREW PRODU
PAA
PANKOW
PARTRIDGE IP LA
PATEL & PATEL
PERFECT ABSTRAC
PERFECTION SPRI
PETE'S INC
PFS HR SOLUTION
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PHYSICIANS OF N
PJ NAGIC
PLASTIC CAPACIT
PLASTICS GROUP
PLAYERS INDOOR
POLAR ICE COMPA
POLYAIR
POMA MARBLE
PREMIER MECHANI
PRESMOR INC
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PROGRESSIVE MED
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PTSIR
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RWE
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SI JACOBSON I
SALEM GROUP
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SAM BITTAR MD
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SCOTT R BECKMA
SECURE CLOUD
SEPIA
SERPE INSURANCE
SERVICE METAL W
SERVICE TECH HE
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TALCOTT FOOT &
TARGET CORPORAT
TAYLOR DODGE
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TEC AIR
THE IRVING PRES
THE LEVY GROUP
THEO E OBRIG
TIGER HEALTH CA
TOTAL WOMEN'S H
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TRIEDSTONE BAPT
TRI-MARKMARLIN
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VHP INC
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WESTERN IOWA CO
WESTGATE
WILKOMM
WILSON & TAYLOR
WOHL
WOLIN & ROSEN L
WORLD CHICAGO
WRK MANAGEMENT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
CENTRAL STATES JOINT BOARD AFL-CIO
K$68,802
CENTRAL STATES JOINT BOARD AFL-CIO
O$155,906
CENTRAL STATES JOINT BOARD AFL-CIO
P$220,120