MIDWESTERN TEAMSTERS HEALTH & WELFARE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MIDWESTERN TEAMSTERS HEALTH & WELFARE (EIN 23-7194891)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2014-01-07
- IRS object ID
- 201410139349301276
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-01-07T11:00:15-06:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362152389 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANSLEY AND KIENER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8745 WEST HIGGINS ROAD SUITE 200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606312704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237194891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWESTERN TEAMSTERS HEALTH & WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MIDW | NameControl |
| Phone | 3126491200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVENUE SUITE A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARC ARCHER | Name |
| Title | TRUSTEE | Title |
| Phone | 3126491200 | Phone |
| Date Signed | 2014-01-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W SANEW III | Name |
| PTIN | P00639306 | PTIN |
| Phone | 3122632700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDWARD BRENNAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVENUE SUITE A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3944991 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4637538 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3942953 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 921 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 516 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1117 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4639054 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3944991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 3891635 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 3859294 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 747114 | OtherExpensePriorYear |
| Other Expenses Current Year | 742757 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4638749 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4602051 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 305 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -657060 | RevenuesLessExpensesCY |
| Total Assets BOY | 2770187 | TotalAssetsBOY |
| Total Assets EOY | 2201773 | TotalAssetsEOY |
| Total Liabilities BOY | 770567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 859213 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1999620 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1342560 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, PERSCRIPTION, DEATH, PREPAID LEGAL ASSISTANCE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 483 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3126491200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861-90TH AVE SUITE A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT ALEXANDER | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 96592 | 5756 |
| MARK BIEL | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 88611 | 4197 |
| EDWARD BRENNAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE NEUDECKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARC ARCHER | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 77798 | 3694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 263001 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13647 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18861 90TH AVE SUITE A | AddressLine1 |
| City | MOKENA | City |
| State | IL | State |
| ZIP Code | 60448 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONTRACT ADMINISTRATION | DescriptionOfServices |
| Compensation | 632283 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 3581483 | 3581483 |
| PARTICIPANT CONTRIBUTI | 900099 | 310331 | 310331 |
| PRESCRIPTION DRUG REBA | 900099 | 32680 | 32680 |
| COBRA SUBSIDIES | 900099 | 15693 | 15693 |
| LIQUIDATED DAMAGES | 900099 | 2766 | 2766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3942953 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 921 | TotalRevenueColumn |
| Exclusion | $921 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1117 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1117 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1117 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3944991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3944070 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $921 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3859294 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610000 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40828 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38395 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16839 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24266 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3089 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7557 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MISCELLANEOUS | 1024 |
| I.F.E.B.P. DUES | 759 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4602051 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465567 | BOY |
| EOY | 1107706 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281640 | BOY |
| EOY | 219882 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4659 | BOY |
| EOY | 4190 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2009041 | BOY |
| EOY | 856203 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9280 | BOY |
| EOY | 13792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2770187 | BOY |
| EOY | 2201773 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12990 | BOY |
| EOY | 26592 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 757577 | BOY |
| EOY | 832621 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770567 | BOY |
| EOY | 859213 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999620 | BOY |
| EOY | 1342560 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999620 | BOY |
| EOY | 1342560 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2770187 | BOY |
| EOY | 2201773 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -657060 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CASH OVERDRAFT | $54,206 |
| ESTIMATED LIABILITY FOR BENEFIT PAYMENTS | $760,200 |
| DEFERRED CONTRIBUTIONS | $12,560 |
| DUE TO MIDWESTERN TEAMSTERS PENSION TRUST FUND | $5,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 832621 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3944991 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3944991 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3944991 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4494751 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4494751 | ExpensesSubtotal |
| Other Expenses Not Included | 107300 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 107300 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4602051 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XII - LINE 4B: INCREASE IN OBLIGATION FOR HEALTH CLAIMS PAYABLE = $107,300 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION ENGAGES A THIRD PARTY ADMINISTRATOR TO HANDLE THE DAY TO DAY OPERATIONS. THE THIRD PARTY ADMINISTRATOR IS PRIMARILY RESPONSIBLE FOR PAYING HEALTH CLAIM BENEFITS, COLLECTING EMPLOYER CONTRIBUTIONS, PAYING EXPENSES AND HANDLING ALL OTHER ORGANIZATION MATTERS. THE THIRD PARTY ADMINISTRATOR REPORTS TO THE TRUSTEES AT REGULAR BOARD MEETINGS AND IS UNDER THE DIRECT SUPERVISION OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE THIRD PARTY ADMINISTRATOR IS RESPONSIBLE FOR THE REVIEW AND FILING OF FORM 990. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE TRUSTEES OF THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES ARE EXPECTED TO PERFORM THEIR DUTIES CONSCIENTIOUSLY, HONESTLY AND IN ACCORDANCE WITH THE BEST INTEREST OF THE FUND. TRUSTEES MUST NOT USE THEIR POSITION OR KNOWLEDGE GAINED AS A RESULT OF THEIR POSITION FOR PRIVATE OR PERSONAL ADVANTAGE. REGARDLESS OF THE CIRCUMSTANCES, IF A TRUSTEE SUSPECTS THAT A COURSE OF CONDUCT HE/SHE HAS PURSUED, IS PRESENTLY PURSUING OF IF CONTEMPLATED PURSUING MAY INVOLVE THE TRUSTEE IN A CONFLICT OF INTEREST WITH THE FUND, THE TRUSTEE MUST IMMEDIATELY COMMUNICATE ALL THE FACTS TO THE OTHER TRUSTEES AND FUND COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990, FORM 5500 (WHICH INCLUDES AUDITED FINANCIAL STATEMENTS) AND SUMMARY ANNUAL REPORT AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C: | THE TRUSTEES SELECT THE INDEPENDENT AUDITORS. THE OVERSIGHT OF THE AUDIT IS DONE BY THE THIRD PARTY ADMINISTRATOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL NO 50 | ||||||||
| 1609 NORTH ILLINOIS STREET | BELLEVILLE | IL | 62221 | 370347465 | LABOR UNION | IL | 501(C)(5) | 0 |
| MIDWESTERN TEAMSTERS PENSION TRUST FUND | ||||||||
| 18861-90TH AVENUE SUITE A | MOKENA | IL | 60448 | 376117130 | PENSION TRUST FUND | IL | 401(A) | 0 |
| BOARD OF TRUSTEES MIDWESTERN TEAMSTERS HEALTH AND WELFARE FUND | ||||||||
| 18861-90TH AVENUE SUITE A | MOKENA | IL | 60448 | 237134831 | PLAN SPONSOR AND ADMINISTRATOR | IL | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (43 entries)
| B GARCIA TRUCKING MISC |
| BELLEVILLE TOWNSHIP OFFICE OF GENERAL ASSISTANCE |
| BOB BROCKLAND PONTIAC-GMC INC |
| BRECKENRIDGE OF ILLINOIS LLC |
| BRENNAN JONES & BRENNAN |
| BROWN TRUCKING |
| BRUTTO TRUCK SERVICE INC |
| BUILDING PRODUCTS |
| CAVANAGH & O'HARA LLP |
| CONCRETE SUPPLY OF ILLINOIS LLC |
| DARLING INTERNATIONAL |
| DUCLOS EXCAVATING INC |
| EARL QUIRIN TRUCK SERVICE |
| ENGINEERED FLUID |
| EXTERIOR INTERIOR SPECIALISTS |
| FELLER OILFIELD SERV |
| GEORGE WEBER GRANITE CITY CHEVROLET |
| H C PARRISH TRUCKING |
| HAYDEN WRECKING COMPANY |
| JAX ASPHALT CO |
| KEN TRIMBLE INC |
| KILLIAN CORPORATION |
| KILLIAN TRANSPORTATION |
| KMK SALES |
| LAFORE TRUCK SERVICE INC |
| LIESE LUMBER CO INC |
| MACKINAW TRANSFER INC |
| MECKFESSEL TIRE COMPANY |
| METRO CONCRETE LLC |
| MOBILE HOME PARK INVESTMENTS |
| PRAXAIR DISTRIBUTION INC |
| QUALITY PONTIAC INC |
| RAY LAFORE EXCAVATING INC |
| RED-E-MIX LLC |
| ROBERTS MOTORS INC |
| ROGER'S REDI-MIX INC |
| STEFFY HOME FURNISHINGS INC |
| SWANSEA BUILDING PRODUCTS CORPORATION |
| ZENITH AMERICAN SOLUTIONS |
| TRICKEY'S SERVICE INC |
| TURK FURNITURE |
| UPCHURCH CONCRETE |
| UPCHURCH READY MIX CONCRETE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990 - SCHEDULE R - PART IV: | ReturnReference |
| Explanation | THE ORGANIZATION IS A MULTIEMPLOYER COLLECTIVELY BARGAINED EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). AS REQUIRED, ONLY THE NAMES OF THE CONTRIBUTING EMPLOYERS OF THE ORGANIZATION ARE LISTED IN PART IV OF SCHEDULE R. | Explanation |