INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN (EIN 36-2153764)
- Tax period
- 2014-02-01 to 2015-01-31
- Filed
- 2015-06-18
- IRS object ID
- 201541699349300024
- 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 | 2015-06-18T11:37:24-05:00 | ReturnTs |
| Tax Period End | 2015-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19615 S LAGRANGE ROAD | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | 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 | 362153764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | BusinessNameLine1Txt |
| Business Name Line2 | 710 HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 7732542500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T COLI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7732542500 | PhoneNum |
| Signature | 2015-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES DIGIOVANNI | PreparerPersonNm |
| PTIN | P00284901 | PTIN |
| Phone | 7089957180 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN T COLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,389,884 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 19 | 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 | $46,700,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,537,294 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,371,358 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,453,959 | CYInvestmentIncomeAmt |
| PY Other Revenue | $105,599 | PYOtherRevenueAmt |
| CY Other Revenue | $7,730 | CYOtherRevenueAmt |
| PY Total Revenue | $48,177,517 | PYTotalRevenueAmt |
| CY Total Revenue | $52,998,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $44,981,176 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $51,379,256 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,489,355 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,033,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,432,875 | PYOtherExpensesAmt |
| CY Other Expenses | $1,311,661 | CYOtherExpensesAmt |
| PY Total Expenses | $47,903,406 | PYTotalExpensesAmt |
| CY Total Expenses | $53,724,782 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $274,111 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$725,799 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,547,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,688,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $884,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,217,281 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,662,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,470,952 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND 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 | 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 | Yes (1) | 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 | Yes (1) | 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 | 936 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN O'MALLEY | PersonNm |
| Phone | 7732542500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 W 187TH STREET | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN T COLI | |||||||
| CHAIRMAN/TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE K BRINSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP D STANOCH | |||||||
| SECRETARY TREASURER | 1.00 | Yes (X) | $0 | $59,960 | $0 | ||
| TOM J VENTURA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL D PILGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK FLYNN | |||||||
| EX- TRUSTEE | 4.00 | Yes (X) | $0 | $284,556 | $22,071 | 45.00 | |
| MICHAEL SWEENEY | |||||||
| EX- TRUSTEE | 4.00 | Yes (X) | $0 | $244,013 | $22,071 | 45.00 | |
| NEAL J LONDON | |||||||
| EX- TRUSTEE | 5.00 | Yes (X) | $0 | $59,960 | $0 | ||
| JAMES DAWES | |||||||
| EX- TRUSTEE | 5.00 | Yes (X) | $0 | $43,109 | $0 | ||
| HUGH ROBERTS | |||||||
| EX- TRUSTEE | 1.00 | Yes (X) | $0 | $59,960 | $0 | ||
| BRIAN O'MALLEY | |||||||
| ADMINISTRATOR | 25.00 | $314,274 | $0 | $40,074 | 25.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $314,274 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $751,558 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,216 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 E RANDOLPH | CHICAGO | IL | 60601 | BENEFIT CONTRACT ADMINISTRATOR | $1,559,863 |
| PAUL M NEWCOMER | |||||
| 2609 CROOKS ROAD SUITE 106 | TROY | MI | 48084 | LEGAL | $137,493 |
| LEGACY PROFESSIONALS | |||||
| 311 S WACKER DRIVE SUITE 4000 | CHICAGO | IL | 60606 | AUDIT & ACCOUNTING | $117,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $48,573,324 | $48,573,324 |
| RETIREE CONTRIBUTIONS | 900099 | $628,198 | $628,198 |
| PARTICIPANT CONTRIBUTI | 900099 | $263,280 | $263,280 |
| CLAIMS REFUND | 900099 | $72,492 | $72,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,537,294 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,643,109 | TotalRevenueColumnAmt |
| Exclusion | $1,643,109 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,201,751 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,390,901 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,810,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,810,850 | TotalRevenueColumnAmt |
| Exclusion | $1,810,850 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,730 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,730 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,998,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,545,024 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,453,959 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,379,256 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,762 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,402 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,870 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,478 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,353 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,994 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,203 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,863 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,769 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,534 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,045 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,279 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,912 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,291 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,771 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,724,782 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,879 | BOYAmt |
| EOY | $727,001 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,585,138 | BOYAmt |
| EOY | $3,353,543 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,414,430 | BOYAmt |
| EOY | $5,242,093 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,807 | BOYAmt |
| EOY | $728,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $401,521 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $381,477 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,722 | BOYAmt |
| EOY | $20,044 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,211,581 | BOYAmt |
| EOY | $76,127,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,599 | BOYAmt |
| EOY | $3,489,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,547,156 | BOYAmt |
| EOY | $89,688,233 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,413 | BOYAmt |
| EOY | $181,597 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,045 | BOYAmt |
| EOY | $11,035,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,458 | BOYAmt |
| EOY | $11,217,281 | 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 | $85,662,698 | BOYAmt |
| EOY | $78,470,952 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,662,698 | BOYAmt |
| EOY | $78,470,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,547,156 | BOYAmt |
| EOY | $89,688,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$725,799 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $914,147 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$7,380,094 | PriorPeriodAdjustmentsAmt |
| 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $381,477 | DepreciationAmt |
| Book Value | $20,044 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,044 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY FOR LOSS ON SECURITIES LENDING | $268,925 |
| LIABILITY TO RETURN CASH COLLATERAL HELD FOR SECURITIES ON LOAN | $3,489,130 |
| CLAIMS AND INS PREMIUMS PAYABLE | $1,065,400 |
| CLAIMS INCURRED BUT NOT REPORTED | $5,798,737 |
| PRESCRIPTION BENEFITS PAYABLE | $410,757 |
| DENTAL FEES PAYABLE | $2,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,035,684 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $53,811,267 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $914,147 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $914,147 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,897,120 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,863 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $101,863 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,998,983 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,714,140 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,714,140 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,863 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$91,221 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,642 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,724,782 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEES BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN CLAIMS AND PREMIUMS PAYABLE -313,575. INCREASE IN CLAIMS INCURRED BUT NOT REPORTED 731,270. DECREASE IN PRESCRIPTION BENEFITS PAYABLE -508,926. INCREASE IN DENTAL FEES PAYABLE 10. |
| FORM 990, PART XII, LINE 2D | AMOUNT OF RELATED INCOME ON EMPLOYEE TRUST FUND. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK FLYNN | ||||||||||||||
| EX- TRUSTEE | $0 | $284,556 | $0 | $0 | $0 | $0 | $0 | $12,630 | $0 | $9,441 | $0 | $306,627 | $0 | $0 |
| MICHAEL SWEENEY | ||||||||||||||
| EX- TRUSTEE | $0 | $244,013 | $0 | $0 | $0 | $0 | $0 | $12,630 | $0 | $9,441 | $0 | $266,084 | $0 | $0 |
| BRIAN O'MALLEY | ||||||||||||||
| ADMINISTRATOR | $314,274 | $0 | $0 | $0 | $0 | $0 | $11,427 | $11,427 | $8,610 | $8,610 | $334,311 | $20,037 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DANIELLE DAWES | |||
| EMPLOYEE | $11,054 | DANIELLE DAWES IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS DANIELLE DAWES A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. DANIELLE DAWES IS A FAMILY MEMBER OF AN EX-TRUSTEE. | 0 |
| MICHAEL O'MALLEY | |||
| EMPLOYEE | $121,091 | MICHAEL O'MALLEY IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS MICHAEL O'MALLEY A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HIS BEHALF. MICHAEL O'MALLEY IS A FAMILY MEMBER OF A CURRENT KEY EMPLOYEE OF THE PLAN. | 0 |
| JENNIFER DRYMILLER | |||
| EMPLOYEE | $90,729 | JENNIFER DRYMILLER IS AN EMPLOYEE OF THE PLAN. THE PLAN PAYS JENNIFER DRYMILLER A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. JENNIFER DRYMILLER IS A FAMILY MEMBER OF AN EX-TRUSTEE. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE ADMINISTRATOR AND IS MADE AVAILABLE TO THE TRUSTEES PRIOR TO FILING. THE FORM IS SIGNED AND FILED AFTER THIS REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE REVIEWED PERIODICALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
| PART IX LINE 8 PRIOR PERIOD ADJUSTMENT | WRITE OFF LEASEHOLD IMPROVEMENTS (81,900) ACCUM. DEP LEASEHOLD IMPR WRITTEN OFF 28,665 WRITE OFF FURNITURE & EQUIPMENT (108,565) ACCUM. DEP. FURN & EQUIP WRITTEN OFF 37,864 WRITE OFF BUILDOUT LIABILITY 112,692 WRITE OFF NCR COMPUTER EQUIPMENT (4,582) ACCUM. DEP. NCR COMPUTER EQUIPMENT 4,582 ADJUSTMENT FOR EGINNING BENEFITS PAYABLE: CLAIMS AND INSURANCE PREMIUMS (1,378,975) CLAIMS INCURRED AND NOT REPORTED (5,067,467) PRESCRIPTION BENEFITS PAYABLE (919,683) DENTAL FEES PAYABLE (2,725) TOTAL (7,380,094) BEGINNING NET ASSETS AVAILABLE FOR BENEFITS IS BEING REDUCED BY BEGINNING CLAIMS PAYABLE, WHICH HAD NOT BEEN PREVIOUSLY RECORDED AS WELL AS AN ADJUSTMENT FOR CERTAIN TRANSACTIONS RELATED TO THE FUND'S LEASE AGREEMENT. |
| FORM 990, PART XI, LINE 10 | THE CURRENT YEAR INCREASE IN THE EXCESS FUNDED STATUS FOR THE SINGLE EMPLOYER PENSION PLAN IN THE AMOUNT OF $304,750 HAS BEEN NETTED AGAINST THE TOTAL PENSION EXPENSE OF $325,620 |
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 | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| IB OF T LOCAL NO 710 PENSION FUND | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 362377656 | PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITS | IL | 501(A) | N/A | 0 |
| EMPLOYEES PENSION PLAN OF IB OF T UNION LOCAL 710 H&W FUND | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 362153764 | PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITS | IL | 501(A) | N/A | 0 |
| IB OF T LOCAL UNION NO 710 | |||||||||
| 9000 W 187TH STREET | MOKENA | IL | 60448 | 361460890 | CONTIRBUTING EMPLOYER | 0 | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (47 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| AIRGAS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHN R MORREALE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ANICHINI BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ARKANSAS BEST FREIGHT | |
| CONTRIBUTING EMPLOYER | 0 |
| AURORA PACKING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| BROWN PACKING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| CAPITOL WHOLESALE MEATS | |
| CONTRIBUTING EMPLOYER | 0 |
| CASSENS TRANSPORT COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| CITY FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| CND TRANSPORTATION INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CPC LOGISTICS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DAILY MEAT SUPPLY | |
| CONTRIBUTING EMPLOYER | 0 |
| DARLING INTERNATIONAL | |
| CONTRIBUTING EMPLOYER | 0 |
| FOUR STAR FOODS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GOLDEN STATE FOOD | |
| CONTRIBUTING EMPLOYER | 0 |
| GROVE MEAT COMPANY INC | |
| CONTRIBUTING EMPLOYER | 0 |
| GUARINO WHOLESALE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| H&M INTERNATIONAL | |
| CONTRIBUTING EMPLOYER | 0 |
| HEBDING TRANSPORT INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JOHN HOFMEISTER & SONS | |
| CONTRIBUTING EMPLOYER | 0 |
| JACK COOPER TRANSPORT | |
| CONTRIBUTING EMPLOYER | 0 |
| KALUZNY BROTHERS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HENRY KAMINSKI | |
| CONTRIBUTING EMPLOYER | 0 |
| MONDELEZ GLOBAL LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| L&L PROVISION | |
| CONTRIBUTING EMPLOYER | 0 |
| LINCOLN PROVISIONS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MAHONEY ENVIRONMENTAL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDWAY AUTO CLINIC | |
| CONTRIBUTING EMPLOYER | 0 |
| NABISCO BISCUIT AND SNACK | |
| CONTRIBUTING EMPLOYER | 0 |
| NEALEY FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| PACIFIC RAIL SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| RANDOLPH PACKING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| ROSE PACKING COMPANY INC | |
| CONTRIBUTING EMPLOYER | 0 |
| RUWALDT PACKING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| RYDER INTEGRATED LOGISTICS | |
| CONTRIBUTING EMPLOYER | 0 |
| SOUTHERN WINE & SPIRITS | |
| CONTRIBUTING EMPLOYER | 0 |
| STANDARD FORWARDING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| STEINBACH PROVISION COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| STOCK YARDS PACKING | |
| CONTRIBUTING EMPLOYER | 0 |
| SYSCO CHICAGO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TOM TOM TAMALES COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| USF HOLLAND INC | |
| CONTRIBUTING EMPLOYER | 0 |
| VANEK BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| WHITE CASTLE SYSTEM INC | |
| CONTRIBUTING EMPLOYER | 0 |
| WICHITA PACKING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| WIRTZ BEVERAGE OF ILLINOIS | |
| CONTRIBUTING EMPLOYER | 0 |
| YRC WORLDWIDE | |
| CONTRIBUTING EMPLOYER | 0 |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |