IRONWORKERS DISTRICT COUNCIL OF NEW ENGLAND HEALTH & WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IRONWORKERS DISTRICT COUNCIL OF NEW ENGLAND HEALTH & WELFARE FUND (EIN 04-2163872)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-14
- IRS object ID
- 201412879349301766
- 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 | 2014-10-14T16:27:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043508036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANZI & ASSOCIATES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 TURNPIKE STREET STE 140 | AddressLine1 |
| City | NORTH ANDOVER | City |
| State | MA | State |
| ZIP Code | 01845 | 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 | 042163872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS DISTRICT COUNCIL OF | BusinessNameLine1 |
| Business Name Line2 | NEW ENGLAND HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRON | BusinessNameControlTxt |
| Phone | 6172653757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 GRANITE AVENUE | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONICA DYER | PersonNm |
| Person Title | FUND ADMINISTRATOR | PersonTitleTxt |
| Phone | 8006373736 | PhoneNum |
| Signature | 2014-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNIE MICKEL | PreparerPersonNm |
| PTIN | P01058630 | PTIN |
| Phone | 9789751099 | 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 | VERONICA DYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 GRANITE AVE | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,517,113 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 38 | 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 | $19,921,839 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,323,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,364,399 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,303,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,286,238 | PYTotalRevenueAmt |
| CY Total Revenue | $20,626,912 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $12,174,905 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $16,100,162 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $637,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $802,927 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,567,643 | PYOtherExpensesAmt |
| CY Other Expenses | $1,881,479 | CYOtherExpensesAmt |
| PY Total Expenses | $14,380,251 | PYTotalExpensesAmt |
| CY Total Expenses | $18,784,568 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,905,987 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,842,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,481,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,679,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,437,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,649,145 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,043,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,030,684 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MEDICAL BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE MEDICAL BENEFITS TO MEMBERS | 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 | 1948 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | VERONICA DYER | PersonNm |
| Phone | 8006373736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 GRANITE AVE | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RICK BARTLEY | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL ANDERSON | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAY HURLEY | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROY COULOMBE | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DANIEL KOURY | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL LYNCH | |||||||||
| TRUSTEE | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VERONICA DYER | |||||||||
| FUND ADMINISTRATOR | 14.00 | $37,995 | $65,000 | $34,041 | 26.00 | Yes (X) | |||
| MIKE RUGGIERI | |||||||||
| FORMER FUND ADMINISTRATOR | 14.00 | $41,232 | $70,537 | $35,576 | 26.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $79,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $135,537 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,617 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 33 EASTLAND STREET | SPRINGFIELD | MA | 01109 | CLAIMS ADMINSTRATIVE | $172,536 |
| SEGAL COMPANY | |||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | ACTUARIAL | $157,094 |
| BOSTON TRUST COMPANY | |||||
| 1 BEACON STREET | BOSTON | MA | 02108 | INVESTMENT CUSTODIAL | $148,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER | 900099 | $18,088,587 | $18,088,587 |
| EMPLOYEE | 900099 | $1,235,263 | $1,235,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,323,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,076,040 | TotalRevenueColumnAmt |
| Exclusion | $1,076,040 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,560,164 | SecuritiesAmt |
| Other | $7,557,059 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,254,223 | SecuritiesAmt |
| Other | $7,635,978 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $305,941 | SecuritiesAmt |
| Other | -$78,919 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,022 | TotalRevenueColumnAmt |
| Exclusion | $227,022 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,626,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,323,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,303,062 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,100,162 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,227 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,406 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,210 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,540 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,544 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,429 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,975 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,810 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,095 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,217 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,124 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,107 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,345 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,307 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UTILIZATION REVIEW | $588,221 |
| STOP LOSS PREMIUMS | $259,123 |
| DATA INTERFACE | $172,536 |
| COMPLIANCE | $109,503 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,687 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,784,568 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $123,520 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,889,500 | BOYAmt |
| EOY | $2,330,628 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,633 | BOYAmt |
| EOY | $844,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,796,908 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,509,482 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,317 | BOYAmt |
| EOY | $287,426 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,936,746 | BOYAmt |
| EOY | $46,139,913 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197,120 | BOYAmt |
| EOY | $954,086 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,481,316 | BOYAmt |
| EOY | $50,679,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,828 | BOYAmt |
| EOY | $93,145 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,353,000 | BOYAmt |
| EOY | $2,556,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,828 | BOYAmt |
| EOY | $2,649,145 | 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 | $44,043,488 | BOYAmt |
| EOY | $48,030,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,043,488 | BOYAmt |
| EOY | $48,030,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,481,316 | BOYAmt |
| EOY | $50,679,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,842,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,144,852 | 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 | $78,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,743 | DepreciationAmt |
| Book Value | $49,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,718,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,480,739 | DepreciationAmt |
| Book Value | $237,537 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $287,426 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EST. INCURRED BUT UNREPORTED CLAIMS PAYABLE | Desc |
| Amt | $2,556,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,556,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,622,954 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,144,852 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,144,852 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,478,102 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $148,810 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $148,810 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,626,912 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,432,758 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,432,758 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $148,810 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $203,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $351,810 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,784,568 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATION 203,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE RUGGIERI | PersonNm |
| Title | FORMER FUND ADMINISTRATOR | TitleTxt |
| Base Compensation Filing Org | $41,232 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $70,537 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,215 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $12,345 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,491 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,525 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $49,938 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $97,407 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN OF IRON WORKERS LOCAL UNIONS WITHIN THE DISTRICT COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11 | BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA. |
| FORM 990, PART VI, SECTION B, LINE 15 | TRUSTEES RECEIVE NO COMPENSATION. BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE PLAN ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IRON WORKERS ANNUITY FUND | ||||||||
| 161 GRANITE AVE | DORCHESTER | MA | 02124 | 042647320 | EMPLOYEE BENEFITS | MA | 501(C)9 | 0 |
| IRON WORKERS PENSION FUND | ||||||||
| 161 GRANITE AVE | DORCHESTER | MA | 02124 | 042591016 | EMPLOYEE BENEFITS | MA | 501(C)9 | 0 |
| IRON WORKERS LOCAL 7 | ||||||||
| 195 OLD COLONY AVE | SOUTH BOSTON | MA | 02127 | 041473615 | UNION | MA | 501(C)5 | 0 |
| LOCAL 7 JOINT APPRENTICE COMMITTEE | ||||||||
| 195 OLD COLONY AVE | SOUTH BOSTON | MA | 02127 | 046110167 | TRAINING FUND | MA | 501(C)9 | 0 |
| IRON WORKERS DISTRICT COUNCIL LABOR MANAGEMENTCORP TRUST | ||||||||
| 191 OLD COLONY AVE | SOUTH BOSTON | MA | 02127 | 043216519 | CONTRACTOR ASSOCIATION | MA | 501(C)9 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (207 entries)
| A & A WINDOW PRODUCTS |
| A T R SALES INC |
| A-PLUS WELDING AND IRONWORKS |
| AAMS |
| ABHE & SVOBODA INC |
| ACCORD STEEL & PRECAST ERECTOR |
| ACTION STEEL LLC |
| AETNA BRIDGE |
| ALGAR CONSTRUCTION CORP |
| ALL PANEL SYSTEMS LLC |
| ALLARD STEEL COMPANY LLC |
| ANDELLA IRON INC |
| APCOM POWER INC |
| ARC ERECTING INC |
| ARCHER WESTERN CONTRACTORS LLC |
| ASPEN ERECTORS LLC |
| ATLANTIC BRIDGE & ENG |
| ATLAS PAINTING & SHEETING |
| AUTOMATION SOLUTIONS INC |
| AZTEC STEEL INC |
| BABCOCK & WILCOX CONSTR |
| BADD BROS INC |
| BALDWIN CRANE & EQUIPMENT CORP |
| BARON INDUSTRIES |
| BEL-LIN STEEL INC |
| BERLIN STEEL |
| BIGGE CRANE & RIGGING |
| BILL KENNEY PRODUCTIONS INC |
| BLAKESLEE PRE-STRESS INC |
| BOSCO CRANE COMPANY INC |
| BOSTON BRIDGE SERVICES INC |
| BOSTON WELDING AND IRONWORKS |
| BOWLINE CONSTRUCTION LLC |
| BRETT BUSSIERE |
| BROADWAY STEEL LLC |
| BRUCE INDUSTRIAL COMPANY |
| BURT CRANE & RIGGING |
| BWI STEEL AND PRECAST ERECTORS |
| C & J STEELWORKS LLC |
| CAPCO STEEL ERECTION COMPANY |
| CATALANO CONSTRUCTION INC |
| CAVALIA |
| CCB INC |
| CHERRY HILL GLASS CO INC |
| COLLINS OVERHEAD DOOR CO |
| COMPOSITE COMPANY |
| CONCRETE ERECTORS INC |
| CONSTRUCTIVE SERVICES INC |
| COSCO INC |
| CTA RIGGING INC |
| D & A STEEL INC |
| D'S WELDING |
| DANIEL KOURY CONSTRUCTION INC |
| DANIEL MARR AND SON CO |
| DAY & ZIMMERMAN NPS INC |
| DEARBORN MID WEST CONVEYOR COM |
| DESPERINI CONTRACTING GROUP |
| DIAMOND STEEL & FABRICATION |
| DPF STEEL LLC |
| DYWIDAG SYSTEMS INTERNATIONAL |
| E D M CONSTRUCTION INC |
| EMPIRE STEEL CORPORATION |
| ENCLOS CORPORATION |
| FREEMAN DECORATING SERVICES IN |
| G & C CONCRETE CONSTRUCTION |
| GAVEN CONSTRUCTION INC |
| GENERAL SAFETY SERVICES CORPOR |
| GF SERVICES INC |
| GRC STEEL LLC |
| GRUNT STEEL LLC |
| H & A STEEL LLC |
| H B WELDING INC |
| HART ENGINEERING CORP |
| HARTLAND BLDG & RESTORATION CO |
| HENRY F TEICHMANN INC |
| HERITAGE IRON WORKS INC |
| HL FOSTER COMPANY |
| IEG CONSTRUCTION LLC |
| IMPERATOREALL REACH INC |
| INDEPENDENT WELDING INC |
| INDUSTRIAL POWER CONTRACTORS |
| INSTANT SIGN CENTER |
| INSTEEL CORP |
| INTEGRATED CONSTRUCTION SERVIC |
| INTERMOUNTAIN IRONWORKERS TRUS |
| INTERNATIONAL CHIMNEY CO |
| INTERNATIONAL DOOR INC |
| IPC LYDON LLC |
| IPSWICH BAY GLASS CO INC |
| J & B WELDING INC |
| J K GLASS COMPANY INC |
| J L MARSHALL & SONS INC |
| JACOB ERECTING & CONSTRUCTION |
| JAMES F STEARN CO |
| JGM INC |
| JOHN STRAFACH & SONS INC |
| JP OBELISK INC |
| JULIAN CRANE & EQUIPMENT CORP |
| K & G ENTRANCES INC |
| KERRS WELDING & IRON WORK INC |
| KIEWIT CONSTRUCTION CO |
| KIEWIT INFRASTRUCTURE COMPANY |
| KIEWIT POWER CONSTRUCTORS CO |
| KIVA SYSTEMS INC |
| LARKIN ENTERPRISES INC |
| LASHUA WELDING |
| LEMOI ERECTORS INC |
| LIBERTY EQUIPMENT & SUPPLY LLC |
| LUCENA BROTHERS INC |
| LUCKERN STEEL SERVICES |
| LUND REBAR SERVICES INC |
| MACKAY CONCRETE CONSTRUCTION |
| MADISON INDUSTRIES INC |
| MAGNIFICENT CONCRETE INC |
| MAJESTIC STEEL INC |
| MAJOR THEATRE |
| MALATOS IRON WORKS |
| MAMMOET USA NORTH INC |
| MANAFORT BROTHERS INC |
| MANAFORT-PRECISION LLC |
| MANSOUR CONSTRUCTION INC |
| MARGEN INC |
| MARGUERITE CONCRETE INC |
| MASSEY'S PLATE GLASS & ALUMINU |
| MCCOY & ANDERSON FENCE INC |
| MELO'S RODBUSTERS |
| METRO STEEL INC |
| MIDNIGHT IRON |
| MISS METALS ERECTING LLC |
| MO-KAN IRON WORKERS |
| NATIONAL MACHINERY & CONVEYOR |
| NEW ENGLAND BRIDGE RAIL |
| NEW HAMPSHIRE STEEL ERECTORS |
| NORTH AMERICAN STEEL CORP |
| NORTH SHORE STEEL CO INC |
| NORTHEAST STEEL ERECTORS |
| NORTHEASTERN STEEL CORPORATION |
| NS ASSOCIATES LIMITED |
| O'BRIEN STEEL ERECTORS |
| O'CONNOR CORPORATION |
| OMAHA CONSTRUCTION INDUSTRY |
| ONYX STEEL LLC |
| OVERHEAD DOOR CO OF SOUTHEASTE |
| OVERHEAD DOOR OF BOSTON |
| OVERHEAD DOOR OF DANVERS |
| OVERHEAD DOOR OF PROVIDENCE |
| PERMASTEELISA NORTH AMERICAN C |
| PIHL INC |
| POOK DIEMONT & OHL INC |
| PRECAST SERVICES INC |
| PRECISION STEEL PLACERS |
| PRECISION SURVEILLANCE CORP |
| PRIME STEEL ERECTING |
| PRO-BEL ENTERPRISES LIMITED |
| QUINN BROS OF ESSEX INC |
| R I WELDING & FABR INC |
| RBI SOLAR INC |
| RD JONES COMPANY |
| REGIS STEEL CORPORATION |
| RESCUE BRIDGE REPAIR DIVISION |
| RESCUE WELDING INC |
| RETURNED RECIP |
| RHODE ISLAND REBAR INC |
| RIGGING INTERNATIONAL |
| ROMAN IRON WORKS INC |
| RYAN IRON WORKS INC |
| S G MARINO CRANE SERVICE CORPO |
| S BOSCARINO CONSTRUCTION LLC |
| SALEM GLASS CO |
| SANTINI BROTHERS IRON WORKS |
| SAUGUS CONSTRUCTION CORPORATIO |
| SHAUGHNESSY & AHEARN RIGGING |
| SHILOH STEEL ERECTORS |
| SILCARR CORPORATION |
| SMITH STEEL ERECTORS |
| SMITH STEEL INC |
| SOUTHEASTERN IRONWORKERS HEALT |
| SOUTHERN FOLGER DETENTION EQUI |
| SOUTHERN N E BUILDERS LLC |
| STEEL DESIGN SYSTEMS INC |
| STEEL THINGS LLC |
| STEELMAN PRODUCTION SERVICE |
| STONE & WEBSTER ENGINEERING CO |
| STRUCTURES DEREK INTERNATIONAL |
| SULLIVAN & MERRITT INC |
| SUNRISE ERECTORS INC |
| SUNTECH OF CT |
| T & T STEEL ERECTORS INC |
| TAVARES LLC |
| TEXAS IRON WORKERS |
| THE CHEVIOT CORP |
| THE MORRISON COMPANY INC |
| THE SMEDLEY COMPANY |
| TOWER GLASS |
| TWIN CITIES IRON WORKERS |
| ULTRA LUM SERVICES LLC |
| UNERECTORS INC |
| UNION INSTALLATIONS LLC |
| UNION STEEL ERECTORS CORPORATI |
| UNIVERSAL STEEL ERECTORS INC |
| UPLIFT INC |
| VALLEY WELDING |
| VIKING ERECTORS |
| W O GRUBB CRANE RENTAL |
| WALSH CONSTRUCTION CO |
| WATERTOWN IRON WORKS INC |
| ZSE INCORPORATED |
| 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |