MO-KAN IRON WORKERS WELFARE FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MO-KAN IRON WORKERS WELFARE FUND (EIN 43-6051454)
- Tax period
- 2014-02-01 to 2015-01-31
- Filed
- 2015-12-15
- IRS object ID
- 201513499349300031
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-15T09:15:01-06:00 | ReturnTs |
| Tax Period End | 2015-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10975 GRANDVIEW DR SUITE 600 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436051454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MO-KAN IRON WORKERS WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MO-K | BusinessNameControlTxt |
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E COLEMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8167562164 | PhoneNum |
| Signature | 2015-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE B KIMBROUGH | PreparerPersonNm |
| PTIN | P01320005 | PTIN |
| Phone | 9134914144 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID E COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 10TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,851,362 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH AND WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | 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 | $14,370,334 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,599,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,069,628 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,998,378 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,120 | PYOtherRevenueAmt |
| CY Other Revenue | $9,093 | CYOtherRevenueAmt |
| PY Total Revenue | $16,454,082 | PYTotalRevenueAmt |
| CY Total Revenue | $15,607,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,860,743 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,961,614 | 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 | $929,247 | PYOtherExpensesAmt |
| CY Other Expenses | $1,138,933 | CYOtherExpensesAmt |
| PY Total Expenses | $12,789,990 | PYTotalExpensesAmt |
| CY Total Expenses | $13,100,547 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,664,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,506,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,614,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,118,160 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $838,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,768,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,776,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,349,271 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 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 | 159 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167562164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 BROADWAY SUITE 108 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
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 |
|---|---|---|---|---|---|---|
| RICHARD N CHRISTOPHERSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONALD E GREENWELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RON BRUCE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID E COLEMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN C GARRETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER OLAH | ||||||
| ALTERNATE TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ROACH | ||||||
| ALTERNATE TRUSTEE | 1.00 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | THIRD-PARTY ADMINISTRATORS | $204,475 |
| ARNOLD NEWBOLD WINTER & JACKSON | |||||
| 1125 GRAND BLVD | KANSAS CITY | MO | 64106 | LEGAL SERVICES | $120,321 |
| MISSOURI VALLEY PARTNERS | |||||
| 501 N BROADWAY 500 | ST LOUIS | MO | 63102 | INVESTMENT MANAGEMENT | $105,638 |
| 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 |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $12,722,112 | $12,722,112 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $877,689 | $877,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,599,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $929,804 | TotalRevenueColumnAmt |
| Exclusion | $929,804 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,312,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,244,090 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,068,574 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,068,574 | TotalRevenueColumnAmt |
| Exclusion | $1,068,574 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,093 | TotalRevenueColumnAmt |
| Exclusion | $9,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,093 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,607,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,599,801 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,007,471 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,961,614 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,519 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,246 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,200 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,853 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,050 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,528 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE AND PRINTING | Desc |
| Total | $48,885 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,100,547 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,920 | BOYAmt |
| EOY | $1,206,841 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,545 | BOYAmt |
| EOY | $2,847,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,199 | BOYAmt |
| EOY | $1,444,106 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,609,378 | BOYAmt |
| EOY | $31,802,708 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,786 | BOYAmt |
| EOY | $816,566 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,614,828 | BOYAmt |
| EOY | $38,118,160 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,950 | BOYAmt |
| EOY | $629,046 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,458 | BOYAmt |
| EOY | $212,704 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,618 | BOYAmt |
| EOY | $927,139 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,026 | BOYAmt |
| EOY | $1,768,889 | 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 | $32,776,802 | BOYAmt |
| EOY | $36,349,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,776,802 | BOYAmt |
| EOY | $36,349,271 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,614,828 | BOYAmt |
| EOY | $38,118,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,506,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,030,707 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $35,037 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER FUNDS | $98,468 |
| RECIPROCAL TRANSFERS PENDING | $56,077 |
| SECURITY PURCHASES PENDING | $772,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $927,139 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,637,979 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,030,707 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,030,707 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,607,272 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,607,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,100,547 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,100,547 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,100,547 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCATED TO THE VARIOUS PLANS. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN'S FEDERAL TAX RETURNS FOR TAX YEARS 2011 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ZENITH ADMINISTRATORS, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND THROUGH NOVEMBER 2014. WILSON-MCSHANE CORPORATION BECAME THE THIRD-PARTY ADMINISTRATOR IN DECEMBER 2014. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, APPROVED BY THE CHAIRMAN AND THE SECRETARY, AND THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| MO-KAN IRON WORKERS APPRENTICESHIP PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130597 | EMPLOYEE BENEFITS | MO | 501(C)(9) | 0 |
| MO-KAN IRON WORKERS PENSION PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
| MO-KAN IRON WORKERS ANNUITY PLAN | ||||||||
| 3100 BROADWAY SUITE 108 | KANSAS CITY | MO | 64111 | 436130595 | EMPLOYEE BENEFITS | MO | 401(A) | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| CONCRETE STRATEGIES LLC |
| D & M STRUCTURAL ERECTION LLC |
| EAGLE HOIST SYSTEMS LLC |
| FAS BENEFIT ADMINISTRATORS LTD |
| HARRIS DAVIS REBAR LLC |
| MAR-JIM CONTRACTINGLLC |
| MIDWEST REBAR LLC |
| PETERSON STEEL ERECTION LLC |
| RODENBERG DIVERSIFIED LLC |
| SUPERIOR RAIL SYSTEMS LLC |
| THE GENESYS GROUP LTD |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (142 entries)
| ACME FENCE CO INC |
| ACME FENCE COMPANY |
| AERO BRIDGEWORKS |
| A-H STEEL ERECTORS |
| A-J TECHNOLOGIES INC |
| ALL PRO CONSTRUCTION INC |
| AMERICAN BRIDGE COMPANY |
| AMERICAN IRON & GLASS |
| ATLAS INDUSTRIAL CONTRACTORS |
| AUTOMATIC SYSTEMS INC |
| BARTON-MALOW COMPANY |
| BELGER CARTAGE SERV INC |
| BRATTON CORPORATION |
| BUILDERS STEEL CO |
| BUILDING ERECTION (KCS) |
| BUILDING TRADES UNITED PENSION |
| CL RIECKHOFF COMPANY |
| CANNON BUILDING SYSTEMS INC |
| CDI INDUSTRIAL & MECHANICAL |
| CENTRAL CONVEYOR COMPANY |
| CLARK GLASS INC |
| CLARKSON CONSTRUCTION CO |
| COLLINS AND HERMANN INC |
| COMMERCIAL CONTRACTING CORP |
| COMMONWEALTH CONSTRUCTORS INC |
| CONCORP INC |
| CONSTRUCTION DESIGN INC |
| CONTINENTAL STEEL & CONVINC |
| D & S FENCING CO INC |
| DALTON HARTMAN GROUP INC |
| DAY & ZIMMERMANN NPS INC |
| DEARBORN MID-WEST CONVEYOR |
| DOHERTY STEEL INC |
| DON SCHNEIDERS EXCAVATING |
| DUNCAN MACHINERY MOVERS INC |
| DURR SYSTEMS |
| ENERFAB POWER & INDUSTRIAL |
| EWELL CONSTRUCTION INC |
| FA WILHELM CONST CO INC |
| FASTRACK ERECTORS |
| FULSOM BROTHERS INC |
| GALLAGHER-KAISER CORPORATION |
| GAMMA INSTALLATIONS |
| GATEWAY BUILDING PRODUCTS |
| GATEWAY INTERCHANGE CONST |
| GATEWAY INTERCHANGE-CLARKSON |
| GEORGE SHAW CONSTRUCTION |
| GLASS DESIGN INC |
| GRIFFITH STEEL ERECTION |
| GRIFFITH STEEL ERECTION INC |
| HAGGARD HAULING & RIGGING |
| HARMON INC |
| HARRIS STEEL |
| HELMKAMP CONSTRUCTION |
| I W ST LOUIS DISTRICT COUNCIL |
| INTER MOUNTAIN IW TRUST FUNDS |
| INTERNATIONAL INDUSTRIA |
| INTERNATIONAL INDUSTRIAL CONT |
| IRON WORKERS MID SOUTH |
| IRONWORKERS LOCAL #10 |
| IRONWORKERS LOCAL 395 TRUST |
| IW DCNEW ENGLAND P H&W ANNUIT |
| IW DCSOUTHERN OHIO & VICINITY |
| IW EMPLOYEES' BENEFIT CORP |
| IW LOCALS 549 & 550 |
| J E DUNN CONST CO |
| JRJENSEN CONSTRUCTION CO |
| JAMES H DREW CORP |
| JAYHAWK MILLWRIGHT |
| JOHN W MCDOUGALL CO INC |
| JR JENSEN CONSTRUCTION CO |
| K C I INCORPORATED INC |
| KMINTERNATIONAL LLC |
| KIEWIT POWER CONSTRUCTORS |
| KISSICK CONSTRUCTION CO |
| KONECRANES INC |
| KRUPP CONSTRUCTION |
| KVM DOOR SYSTEMS |
| L F KRUPP CONSTRUCTION |
| L G BARCUS AND SONS |
| LAWSON STEEL ERECTION CO |
| LEAVCON II INC |
| LEAVCON INC |
| LESCO DESIGN & MFG IN |
| LIBERTY ERECTION INC |
| LICO STEEL INC |
| LIFT INC |
| LOCAL 46 (NY) METAL LATHERS |
| M W CONTRACTORS |
| MA MORTENSON COMPANY |
| MALCO CONSTRUCTION |
| MCDONOUGH CONSTRUCTIONS RENTAL |
| METAL LATHERS LOCAL 46 |
| MIDLAND STEEL ERECTION |
| MID-SOUTH IRON WORKERS WELFARE |
| MIDWEST CRANE & RIGGING |
| MIDWEST STEEL & REBAR INC |
| MIDWEST STEEL INC |
| MO-KAN IRON WORKERS APPR |
| NAES POWER CONTRACTORS |
| NANCO STEEL ERECTORS |
| NATIONAL STEEL & GLASS PAYSTUB |
| NATIONAL STEEL CONSTRUCTION |
| NATIONAL STEEL ERECTORS |
| NICHOLSON CONSTRUCTION CO |
| NOVA CONSTRUCTORS |
| OVERHEAD CONVEYOR COMPANY |
| PANGEA INC |
| PAULY JAIL BLDG CO INC |
| PERFORMANCE CONTRACTING |
| PHILLIPS HARDY INC |
| PULLMAN POWER PRODUCTS CORP |
| RADMACHER BROTHERS EXCAVATING |
| RAND CONSTRUCTION CO |
| REALM CONSTRUCTION INC |
| REBAR INC |
| REGIONAL DC FRINGE BENEFIT |
| REGIONAL DISTRICT COUNCIL |
| SEITHER & CHERRY CO |
| SEITHER & CHERRY-QUAD CITIES |
| SOUTHEASTERN IRONWORKERS |
| SOUTHEASTERN IW WELFARE FUND |
| SOUTHERN FOLGER DETENTION |
| STERLING BOILER & MECHANICAL |
| STRUCTURAL IW TRUST LOCAL 1 |
| SUPERIOR STEEL |
| TARLTON CORPORATION |
| TEXAS IRONWORKERS TRUST FUNDS |
| THE BOLDT COMPANY |
| THE IOWA LABORES DC H & W FUND |
| THREE FEATHERS CONSTRUCTION |
| TWIN CITY IW FRINGE BENEFITS |
| UNITED IRONWORKERS INC |
| UNITED STEEL WORKS INC |
| VEE-JAY CEMENT CONTRACTING |
| VIKING ERECTORS CORP |
| W & L STEEL ERECTORS INC |
| WALBRIDGE EQUIPMENT INSTALL |
| WALSH CONSTRUCTION COMPANY |
| WEAVER STEEL CONSTRUCTION |
| WESTERN FIREPROOFING |
| WOLF CONSTRUCTION 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 |