LOCAL 812 HEALTH FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL 812 HEALTH FUND (EIN 13-6162404)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349307205
- Schema version
- 2013v3.0
- 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 | 2014-11-14T14:40:21-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464001827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAXBST LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136162404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 812 HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 5163031455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 NORTHERN BLVD | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11021 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD WEBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5163031455 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C LEE | PreparerPersonNm |
| PTIN | P00178190 | PTIN |
| Phone | 2126618640 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD WEBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 NORTHERN BLVD | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,075,510 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOSPITALIZATION, DRUG, DENTAL, LIFE, VISION, DISABILITY AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 3619 | 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 | $41,145,434 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,950,622 | CYProgramServiceRevenueAmt |
| PY Investment Income | $994,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,042,473 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $42,139,641 | PYTotalRevenueAmt |
| CY Total Revenue | $45,993,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $35,393,324 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $36,460,769 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $179,174 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $212,744 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $714,739 | PYOtherExpensesAmt |
| CY Other Expenses | $626,933 | CYOtherExpensesAmt |
| PY Total Expenses | $36,287,237 | PYTotalExpensesAmt |
| CY Total Expenses | $37,300,446 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,852,404 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,692,649 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,528,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,223,344 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,066,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,971,662 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,462,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,251,682 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HOSPITALIZATION, DRUG, DENTAL, LIFE, VISION, DISABILITY AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HOSPITALIZATION, DRUG, DENTAL, LIFE, VISION, DISABILITY AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED 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 | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3619 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 LOCAL 812 HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163031455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 NORTHERN BOULEVARD | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11021 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| EDWARD WEBER | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $191,028 | $19,238 | |
| JOSEPH VITTA | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $151,945 | $19,238 | |
| JOHN ULRICH | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $152,209 | $19,238 | |
| WARREN MARSH | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $150,334 | $19,238 | |
| ANGEL MARTINEZ | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $91,626 | $19,238 | |
| JOHN VISCONTI | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $112,017 | $19,238 | |
| JAMES SURDI | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $112,017 | $19,238 | |
| LAWRENCE DEBELLIS | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $0 | $111,709 | $19,238 | |
| JAMES SCARPATI | |||||||
| CONTROLLER | 20.00 | 20.00 | $74,349 | $74,296 | $19,066 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $74,349 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,147,181 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $172,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CROSSROADS HEALTHCARE MGT LLC | |||||
| 2556 ARTHUR KILL ROAD | STATEN ISLAND | NY | 10309 | CONTRACT ADMIN | $3,331,495 |
| PROSCRIPT PHARMACY MGT LLC | |||||
| 2556 ARTHUR KILL ROAD | STATEN ISLAND | NY | 10309 | RX ADMIN | $1,061,928 |
| MAGNACARE | |||||
| ONE PENN PLAZA SUITE 2000 | NEW YORK | NY | 10119 | PROVIDER NETWORK ADMIN | $222,335 |
| THE SEGAL COMPANY | |||||
| 333 WEST 34TH STREET | NEW YORK | NY | 10001 | CONSULTANT | $118,356 |
| CARY KANE LLP | |||||
| 1350 BROADWAY SUITE 1400 | NEW YORK | NY | 10018 | ATTORNEY | $104,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER'S CONTRIBUTION | 900099 | $41,312,470 | $41,312,470 |
| PRESCRIPTION SUBSIDY | 900099 | $508,912 | $508,912 |
| COBRA CONTRIBUTIONS | 900099 | $129,240 | $129,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,950,622 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870,484 | TotalRevenueColumnAmt |
| Exclusion | $870,484 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,254,404 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,082,415 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,171,989 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,171,989 | TotalRevenueColumnAmt |
| Exclusion | $3,171,989 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,993,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,950,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,042,473 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,460,769 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,253 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,922 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,789 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,780 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,024 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,271 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,145 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,356 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,319 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,061 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,816 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,461 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,318 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,722 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Total | $10,440 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,300,446 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,427 | BOYAmt |
| EOY | $1,960,655 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,954 | BOYAmt |
| EOY | $5,896,497 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,762 | BOYAmt |
| EOY | $154,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $157,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,077 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,732 | BOYAmt |
| EOY | $37,414 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,090,083 | BOYAmt |
| EOY | $28,088,689 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,624 | BOYAmt |
| EOY | $1,085,791 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,528,582 | BOYAmt |
| EOY | $37,223,344 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,799 | BOYAmt |
| EOY | $109,039 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,944,611 | BOYAmt |
| EOY | $6,862,623 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,066,410 | BOYAmt |
| EOY | $6,971,662 | 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 | $21,462,172 | BOYAmt |
| EOY | $30,251,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,462,172 | BOYAmt |
| EOY | $30,251,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,528,582 | BOYAmt |
| EOY | $37,223,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,692,649 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $96,861 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,645 | DepreciationAmt |
| Book Value | $32,470 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,432 | DepreciationAmt |
| Book Value | $4,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,414 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFITS PAYABLE & CLAIMS INCURRED BUT NOT REPORTED | Desc |
| Amt | $6,862,623 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,862,623 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,023,811 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $96,861 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $96,861 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,926,950 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $66,145 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $66,145 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,993,095 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,316,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,316,289 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $66,145 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$81,988 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$15,843 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,300,446 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN (AND ITS RELATED TRUST) IS INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAXATION IN ACCORDANCE WITH SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. ON APRIL 20, 1993, THE PLAN RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE RECOGNIZING ITS SECTION 501(C)(9) TAX-EXEMPT STATUS. ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER, THE PLAN'S MANAGEMENT AND PLAN'S COUNSEL BELIEVE THAT THE PLAN CONTINUES TO SATISFY THE TAX-EXEMPT PURPOSES OF SECTION 501(C)(9). THE PLAN'S MANAGEMENT EVALUATED TAX POSITIONS TAKEN AND CONCLUDED THAT THE PLAN HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2013 AND 2012. ANNUALLY, THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE DEPARTMENT OF LABOR, BOTH OF WHICH ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN'S TAX FILINGS NOTED ABOVE ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEARS ENDED DECEMBER 31, 2010, AND PRIOR. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFITS PAYABLE AND CLAIMS IBNR -81,988. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWARD WEBER | ||||||||||||||
| TRUSTEE | $0 | $156,308 | $0 | $0 | $0 | $34,720 | $0 | $7,948 | $0 | $11,290 | $0 | $210,266 | $0 | $0 |
| JOSEPH VITTA | ||||||||||||||
| TRUSTEE | $0 | $122,999 | $0 | $0 | $0 | $28,946 | $0 | $7,948 | $0 | $11,290 | $0 | $171,183 | $0 | $0 |
| JOHN ULRICH | ||||||||||||||
| TRUSTEE | $0 | $116,849 | $0 | $0 | $0 | $35,360 | $0 | $7,948 | $0 | $11,290 | $0 | $171,447 | $0 | $0 |
| WARREN MARSH | ||||||||||||||
| TRUSTEE | $0 | $117,323 | $0 | $0 | $0 | $33,011 | $0 | $7,948 | $0 | $11,290 | $0 | $169,572 | $0 | $0 |
| JAMES SCARPATI | ||||||||||||||
| CONTROLLER | $64,240 | $64,187 | $6,250 | $6,250 | $3,859 | $3,859 | $3,888 | $3,888 | $5,645 | $5,645 | $83,882 | $83,829 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FUND'S INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. THE 990 IS GIVEN TO THE BOARD OF TRUSTEES, WHO REVIEW IT WITH THE CONTROLLER, THE FUND'S ACCOUNTANT AND COMPLIANCE COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND'S DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND MAY BE EXAMINED AT THE FUND'S OFFICE. |
| FORM 990, PART XII, LINE 2C | THE FUND'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
| FORM 990, PART V, LINE 2A | THIS LINE INCLUDES 2 PAID EMPLOYEES AND 3,617 PARTICIPANTS THAT RECEIVED A TAXABLE LIFE INSURANCE BENEFIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SDBWU LOCAL 812 RETIREMENT PLAN | ||||||||||
| 445 NORTHERN BLVD | GREAT NECK | NY | 11021 | 135660090 | PROVIDES RETIREMENT BENEFITS TO ITS MEMBERS | NY | 501(A) | N/A | N/A | 0 |
| SDBWU LOCAL 812 IBT | ||||||||||
| 445 NORTHERN BLVD | GREAT NECK | NY | 11021 | 135045803 | LABOR ORGANIZATION | NY | 501(C)(5) | N/A | N/A | 0 |
| JOINT COUNCIL NO 16 | ||||||||||
| 265 WEST 14TH STREET | NEW YORK | NY | 10011 | LABOR ORGANIZATION | NY | 501(C)(5) | N/A | N/A | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Legal Domicile StateLegalDomicileStateCd |
|---|
| AMERICAN COMPRESSED GAS |
| NY |
| ANHEUSER BUSCH DIST OF NY IN |
| NY |
| BEEHIVE BEERPHOENIX BEV |
| NY |
| BETT-A-WAY BEV DIST INC |
| NJ |
| BOENING BROS |
| NY |
| CANADA DRY BOTTLING CO OF NY |
| NY |
| CLARE ROSE DIST CO |
| NY |
| COCA-COLA REFRESHMENTS USA INC |
| NY |
| GOOD-O BEV |
| NY |
| OAK BEVERAGE |
| NY |
| THE PEPSI COLA BOTTLING CO OF NY |
| NY |
| UNION BEER |
| NY |
| 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOFT DRINKS BWERY WRKERS & DELIVERY EMPLIND'L EMPL WRHMEN HLRP & MISC | ||
| N | $45,941 | ACCRUAL BASIS |
| SOFT DRINKS BWERY WRKERS & DELIVERY EMPLIND'L EMPL WRHMEN HLRP & MISC | ||
| P | $45,941 | ACCRUAL BASIS |