IRON WORKERS-8 WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS-8 WELFARE FUND (EIN 39-0855190)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-03-14
- IRS object ID
- 201420739349300112
- 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 | 2014-03-14T10:00:43-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391531945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREYBERG HINKLE ASHLAND POWERS & STOWELL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15420 W CAPITOL DR | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 530052621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390855190 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS LOCAL 8 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRON | NameControl |
| Phone | 4144761529 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD NO 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE HENKE | Name |
| Title | CHAIRMAN | Title |
| Phone | 4144761529 | Phone |
| Date Signed | 2014-03-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M POWERS CPA | Name |
| PTIN | P00241729 | PTIN |
| Phone | 2627846210 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | MIKE HENKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD SUITE 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16186904 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | 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 | 11594048 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11006883 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 529076 | InvestmentIncomePriorYear |
| Investment Income Current Year | 560571 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -67836 | OtherRevenuePriorYear |
| Other Revenue Current Year | 830 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12055288 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11568284 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 8965201 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 9458099 | 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 | 2158647 | OtherExpensePriorYear |
| Other Expenses Current Year | 2194055 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11123848 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11652154 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 931440 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -83870 | RevenuesLessExpensesCY |
| Total Assets BOY | 24825058 | TotalAssetsBOY |
| Total Assets EOY | 26441549 | TotalAssetsEOY |
| Total Liabilities BOY | 1164728 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 824798 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23660330 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25616751 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10961072 | Expense |
| Description | TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS OF TIME, PRESCRIPTION DRUG, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES AND DEPENDENTS. | Description |
| Total Program Service Expense | 10961072 | TotalProgramServiceExpense |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 1 | 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 | 3 | 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | 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 | 4144761220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD SUITE 201 | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53222 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| MIKE HENKE | |||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 | |
| TROY MOOSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 78889 | 80701 | 45.00 | |
| MARC LAURET | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| JOHN TOPP | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| GLENN FLAHERTY | |||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 51612 | 44756 | 50.00 |
| BRAD CYGANEK | |||||||
| TRUSTEE | 1.00 | X | 0 | 4057 | 2207 | 2.00 | |
| JOHN TROTTIER | |||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | ||
| TIM ROMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 78839 | 80216 | 45.00 | |
| BRIAN MCCAMBRIDGE | |||||||
| TRUSTEE | 1.00 | X | 0 | 94 | 65 | 1.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 213491 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 207945 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 3333 N MAYFAIR RD SUITE 201 | WAUWATOSA | WI | 53222 | ADMINISTRATION | 326179 |
| UNITED HEALTHCARE | |||||
| 10701 W RESEARCH DRIVE | MILWAUKEE | WI | 53226 | CLAIMS ADMINISTRATION | 307867 |
| THE SEGAL GROUP | |||||
| 333 WEST 24TH STREET | NEW YORK | NY | 10001 | CONSULTING | 140308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS' CONTRIB. NET | 230000 | 10203503 | 10203503 |
| SELF-PAYMENT CONTRIB. | 230000 | 803380 | 803380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11006883 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 507488 | TotalRevenueColumn |
| Exclusion | $507,488 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4671703 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4618620 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53083 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 53083 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| COBRA SUBSIDY | 230000 | 658 | 658 |
| MISCELLANEOUS INCOME | 900099 | 172 | 172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 830 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11568284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11060796 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $507,488 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9458099 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309253 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86650 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19400 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42044 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149939 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1956 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10961 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| FUTURE BENEFIT PROGRAM | 620446 |
| STOP-LOSS PREMIUMS | 396362 |
| COST CONTAINMENT EXPENS | 349523 |
| LIFE, ACCIDENTAL DEATH | 97132 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110389 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11652154 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -34644 | BOY |
| EOY | 123392 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313075 | BOY |
| EOY | 828696 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971632 | BOY |
| EOY | 1097779 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 19861004 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22495601 | BOY |
| EOY | 4484041 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79394 | BOY |
| EOY | 46637 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24825058 | BOY |
| EOY | 26441549 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179871 | BOY |
| EOY | 213375 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984857 | BOY |
| EOY | 611423 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1164728 | BOY |
| EOY | 824798 | 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 | 23660330 | BOY |
| EOY | 25616751 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23660330 | BOY |
| EOY | 25616751 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24825058 | BOY |
| EOY | 26441549 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -83870 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2040291 | ReconciliationUnrealizedInvest |
| 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 | 1 | 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 Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENTS | Description |
| Book Value | 4484041 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4484041 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EMPLOYERS FICA/UC CONTRIBUTION ACCOUNTS | $32,695 |
| CLAIMS PAYABLE | $140,200 |
| RECIPROCITY PAYABLE | $403,227 |
| HRA LIABILITY | $35,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 611423 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13566531 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2040291 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2040291 | RevenueNotRptdF990 |
| Revenue Subtotal | 11526240 | RevenueSubtotal |
| Investment Expenses Not Included | 42044 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 42044 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11568284 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11643110 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11643110 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 42044 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -33000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9044 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11652154 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MAY 31, 2010. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DECREASE IN CURRENT YEARS CLAIM PAYABLE -33,000. . |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TROY MOOSE | ||||||||||||||
| TRUSTEE | 0 | 78889 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 80701 | 0 | 159590 | 0 | 0 |
| TIM ROMAN | ||||||||||||||
| TRUSTEE | 0 | 78839 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 80216 | 0 | 159055 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD OF TRUSTEE MEMBERS ARE CHOSEN AND APPROVED BY BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED A TRUSTEE AND THE PLAN ADMINISTRATOR BY THE CPA AND REVIEWED BEFORE SIGNATURE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | SERVICE PROVIDERS ARE EXPECTED TO DISCLOSE ALL CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND OFFICE AND ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII | MIKE HENKE - N112 W19515 MEQUON ROAD, GERMANTOWN, WI 53022. TROY MOOSE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. MARC LAURET - N57 W13500 CARMEN AVENUE, MENOMONEE FALLS, WI 53051. JOHN TOPP - 17100 W. BLUEMOUND RD, #102, BROOKFIELD, WI 53005. GLENN FLAHERTY - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. BRAD CYGANEK - W347 S21794 SPRAGUE ROAD, EAGLE, WI 53119. JOHN TROTTIER - 806 VALLEY ROAD, MENASHA, WI 54952. TIM ROMAN - 119 SOUTH FRONT STREET, MARQUETTE, MI 49855. BRIAN MCCAMBRIDGE - 12034 WEST ADLER LANE, MILWAUKEE, WI 53214. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XII, LINE 2C | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990, SCHEDULE R, PARTS II-IV | IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE PLAN ALSO HAD ONE SOLE PROPRIETOR AS A CONTRIBUTING EMPLOYER DURING THE PLAN YEAR ENDING MAY 31, 2013. THE PLAN HAD THREE EMPLOYERS PROVIDE "LLC" RATHER THAN THE TAX CLASSIFICATION. THE PLAN MADE A REASONABLE EFFORT TO OBTAIN THE TAX CLASSIFICATION FROM ALL CONTRIBUTING EMPLOYERS, BUT THREE OF THE CONTRIBUTING EMPLOYERS HAVE NOT YET RESPONDED TO THE MULTIPLE REQUESTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF IRON WORKERS LOCAL 8 WELFARE FUND | ||||||||
| 3333 N MAYFAIR RD SUITE 201 | WAUWATOSA | WI | 53222 | 390855190 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) | 0 |
| BRIDGE STRUCTURAL ORNAMENTAL AND REINFORCING IRON WORKERS LOCAL #8 | ||||||||
| IRON WORKERS LOCAL 8 JOINT APPRENTICESHIP TRAINING COMPANY | ||||||||
| IRON WORKERS LOCAL 8 DEFENSE FUND | ||||||||
| MICHIGAN BUILDING & CONSTRUCTION TRADES COUNCIL | ||||||||
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDGWAY LLC | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (64 entries)
| A & A ERECTING COMPANY INC |
| A LINDBERG & SONS INC |
| ACE CONSTRUCTION INC |
| AGM ERECTING LLC |
| B & D CONTRACTORS INC |
| BADGERLAND METAL BUILDING |
| BANE NELSON INC |
| BARNHART CRANE AND RIGGING CO |
| BEST MECHANICAL SERVICES LLC |
| CR MEYER AND SONS |
| CAPITAL STEEL ERECTORS INC |
| CHARLES D SMITH & SON INC |
| CHILSTROM ERECTING CO |
| CHOICE CONSTRUCTION CO INC |
| CLOSNER CONSTRUCTION & SALES INC |
| CONSTRUCTION SUPPLY & ERECTION |
| DAY & ZIMMERMANN NPS INC |
| DON R FRUCHEY INC |
| DORAL CORPORATIONINDUSTRIAL |
| EDWARD KRAEMER & SONS INC |
| FA INDUSTRIAL SERVICES INC |
| GRAYCOR INDUST CONST INC |
| GRUNAU COMPANY INC |
| GRUNDLACH CHAMPION |
| H & H MACHINERY MOVERS |
| HENNES TRUCKING CO |
| HI-BOOM ERECTING INC |
| INDUSTRIAL MAINTENANCE SERVICE |
| INTERNATIONAL ERECTORS INC |
| INTERSTATE ERECTING INC |
| JP CULLEN & SONS INC |
| LAKEHEAD CONSTRUCTORS INC |
| LILJA CORP |
| MARSHALL ERECTING INC |
| MARSHALL HANES STEEL ERECTORS |
| METAL BUILDINGS OF WI INC |
| MIDWEST STAIRS & IRON INC |
| MIRON CORPORATION CO INC |
| MSI GENERAL CORPORATION |
| NATIONAL MACHINERY & CONVEYOR |
| PW WALSH & COMPANY |
| PRIME INDUSTRIAL CONTRACTORS INC |
| R OLSON CONSTRUCTION CO CONTRACTORS INC |
| RJ ALHOLM ERECTING CO INC |
| RED CEDAR STEEL ERECTORS INC |
| REYNOLDS RIGGING & CRANE SERVICE INC |
| REYNOLDS TRANSFER & STORAGE INC |
| ROY NESS CONTRACTING & SALES INC |
| SPE INC |
| STANDING STONE ERECTING INC |
| STRONGHOLD INDUSTRIES INC |
| TNT REBAR LLC |
| THE BOLDT COMPANY |
| USA HOIST COMPANY INC |
| VIKING ERECTORS CORPORATION |
| VMI LLC |
| WAUKESHA CRANE SALES & SERVICE INC |
| ARS CONTRACTING INC |
| AZCO INC |
| BEST ERECTORS INC |
| DUWE METAL PRODUCTS INC |
| NY STRUCTURES INC |
| METCON BUILDING SYSTEMS INC |
| REM INC |
| 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |