FOX VALLEY & VICINITY CONSTRUCTION WORKERS WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOX VALLEY & VICINITY CONSTRUCTION WORKERS WELFARE FUND (EIN 36-6147408)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-09
- IRS object ID
- 201430139349301378
- 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 | 2014-01-09T13:24:42-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 W LAKE ST SUITE 300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60661 | 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 | 366147408 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX VALLEY & VICIN CONSTRUCTION WEL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOXV | NameControl |
| Phone | 6302327166 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD No 201 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Art Sturms | Name |
| Title | TRUSTEE | Title |
| Phone | 6302327166 | Phone |
| Date Signed | 2013-12-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COREY BILKEY | Name |
| PTIN | P00499751 | PTIN |
| Phone | 3126550037 | 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 | ART STURMS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 N MAYFAIR RD No 201 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11761772 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | 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 | 7065985 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7463404 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 758803 | InvestmentIncomePriorYear |
| Investment Income Current Year | 761765 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7824788 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8225169 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7034883 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6807056 | 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 | 904336 | OtherExpensePriorYear |
| Other Expenses Current Year | 813645 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7939219 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7620701 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -114431 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 604468 | RevenuesLessExpensesCY |
| Total Assets BOY | 19714553 | TotalAssetsBOY |
| Total Assets EOY | 21193973 | TotalAssetsEOY |
| Total Liabilities BOY | 3660328 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4088849 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16054225 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17105124 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO 665 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 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 | TRACY WHITE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4144761220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 MAYFAIR RD | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 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 |
|---|---|---|---|---|---|---|
| PETER CULVER | ||||||
| Secretary | 2.00 | 40.00 | X | 0 | 101643 | 61182 |
| DONALD DEETJEN | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| DAN AUSSEM | ||||||
| Chairman | 2.00 | X | 0 | 0 | 0 | |
| RUBEN COLLAZO | ||||||
| Trustee | 2.00 | 40.00 | X | 0 | 75006 | 41442 |
| JAMES ZUIDEMA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN SZECH | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| JOSH BOLLER | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| KENNETH SANDENO | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| ART STURMS | ||||||
| Trustee | 2.00 | 40.00 | X | 0 | 100727 | 0 |
| DAVE FLEURY | ||||||
| TRUSTEE | 2.00 | 40.00 | X | 0 | 185625 | 0 |
| ANTHONY FRESCURA JR | ||||||
| TRUSTEE | 2.00 | 40.00 | X | 0 | 86592 | 0 |
| ERIC RUTH | ||||||
| FRMR TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JO DEE BENOIT | ||||||
| FRMR TRUSTEE | 2.00 | 40.00 | X | 0 | 16802 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 566395 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102624 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | |||||
| 300 E RANDOLPH ST | CHICAGO | IL | 60601 | INSURANCE ADMIN | 215446 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 18861-90th AVENUE SUITE A | MOKENA | IL | 60448 | ADMINISTRATOR | 212691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 6715802 | 6715802 |
| EMPLOYEE CONTRIBUTIONS | 525100 | 747602 | 747602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7463404 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 537385 | TotalRevenueColumn |
| Exclusion | $537,385 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3760983 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3536603 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 224380 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 224380 | TotalRevenueColumn |
| Exclusion | $224,380 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8225169 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7463404 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $761,765 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6807056 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233836 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45347 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50349 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46260 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401077 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26378 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3949 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6449 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7620701 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -58046 | BOY |
| EOY | -74062 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 792591 | BOY |
| EOY | 866395 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52596 | BOY |
| EOY | 34219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6988357 | BOY |
| EOY | 7215732 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11858413 | BOY |
| EOY | 13070403 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80642 | BOY |
| EOY | 81286 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19714553 | BOY |
| EOY | 21193973 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19628 | BOY |
| EOY | 37112 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3640700 | BOY |
| EOY | 4051737 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3660328 | BOY |
| EOY | 4088849 | 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 | 16054225 | BOY |
| EOY | 17105124 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16054225 | BOY |
| EOY | 17105124 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19714553 | BOY |
| EOY | 21193973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 604468 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 446431 | 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 | COMMON COLLECTIVE TRUST FUNDS | Description |
| Book Value | 13070403 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13070403 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EXTENDED ELIGIBILITY | $3,197,900 |
| EST LIAB FUT CLMS INCRRD NOT REPRTD | $674,500 |
| CLAIMS PAYABLE | $168,600 |
| DUE TO ASSOCIATED FUNDS | $10,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4051737 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8625340 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 446431 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 446431 | RevenueNotRptdF990 |
| Revenue Subtotal | 8178909 | RevenueSubtotal |
| Investment Expenses Not Included | 46260 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 46260 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8225169 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7174141 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7174141 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 46260 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 400300 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 446560 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7620701 | 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: | AS OF MAY 31, 2013, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2013 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2010. |
| Part XII, Line 4b - Other Adjustments: | CHANGE IN CURRENT BENEFIT OBLIGATIONS 400300. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER CULVER | ||||||||||||||
| Secretary | 0 | 101014 | 0 | 0 | 0 | 629 | 0 | 43538 | 0 | 17644 | 0 | 162825 | 0 | 0 |
| DAVE FLEURY | ||||||||||||||
| TRUSTEE | 0 | 185625 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 185625 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | Line 3 explanation - ZENITH AMERICAN SOLUTIONS IS THE THIRD PARTY ADMINISTRATOR HIRED TO ADMINISTER THE FUND'S DAY-TO-DAY OPERATIONS. |
| Form 990, Part VI, Section B, line 11 | THE TRUSTEES AUTHORIZE THE FUND'S THIRD-PARTY ADMINISTRATOR AND A DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, line 12c | THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE US DEPARTMENT OF LABOR REQUIRES ALL LABOR TRUSTEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION IS OPEN TO THE PUBLIC. |
| Form 990, Part VI, Section C, line 19 | A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| FOX VALLEY CONSTRUCTION WORKERS PENSION | |||||||||
| 28 N FIRST STREET | GENEVA | IL | 60134 | 366147407 | PROVIDE PENSION BENEFITS | IL | 401 A | N/A | 0 |
| IUBAC ADMINISTRATIVE DC #1 | |||||||||
| 660 N INDUSTRIAL DR | ELMHURST | IL | 60126 | 363028328 | TO ORGANIZE WORKERS | IL | 501C5 | N/A | 0 |
| PLASTERERS AND CEMENT MASONS LOCAL 11 | |||||||||
| 1102 RAIL DR | WOODSTOCK | IL | 60098 | 364078859 | TO ORGANIZE WORKERS | IL | 501C5 | N/A | 0 |
| BRICKLAYERS AFL-CIO LOCAL 6 | |||||||||
| 661 SOUTHROCK DR | ROCKFORD | IL | 61102 | 363912731 | TO ORGANIZE WORKERS | IL | 501C5 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (280 entries)
| M&J ASPHALT CO INC |
| JOSEPH J HENDERSON & SON INC |
| DRIESSEN CONSTR CO |
| LJ DODD CONSTRUCTION INC |
| DE KALB WALKER CONST CO |
| ALLIANCE CONTRACTORS INC |
| CONCRETE SYSTEMS INC |
| GENEVA CONST CO |
| JAMES D FIALA PAVING CO INC |
| IHC CONSTRUCTION COMPNAIES LLC |
| ENGSTROM CONSTRUCTION CO |
| FOGARTY ED CONCRETE INC |
| TEICHMANN HENRY F INC |
| LAMP INC |
| P T FERRO CONSTRUCTION CO |
| ALBIN CARLSON & COMPANY |
| HENRY BROS CO |
| WALSH CONSTRUCTION CO OF ILL |
| ELLIOT CONSTRUCTION CORP |
| C L FRANSON INC |
| BRIESER CONST CO |
| CAMOSY INCORPORATED |
| W F JOHNSTON CONSTRUCTION |
| METZGER BROS CONSTRUCTION |
| CONCRETE BY WAGNER INC |
| PEPPER CONSTRUCTION CO |
| J B CONCRETE CONTRACTOR INC |
| SJOSTROM & SONS INC |
| MC CARTHY INPROVEMENT CO |
| TWIN CITY CONSTRUCTION |
| WILLIAMS BROTHERS CONST INC |
| SCURTO CEMENT CONST LTD |
| D CONSTRUCTION INC |
| DRAKE CONCRETE CONST INC |
| CIRCLE CONCRETE CONST INC |
| LEO S DEUTSCH & SON INC |
| VAN DER LAAN BROS CONCRETE |
| ELLIOTT & WOOD INC |
| HOOKS CONCRETE CONST CO INC |
| LINDBLAD CONSTR CO |
| AREATHA CONSTRUCTION CO |
| BULLEY & ANDREWS |
| OLIVER INDUSTRIES INC |
| STREATOR MASONRY SPECIALISTS |
| CERAMI CONSTRUCTION CO LTD |
| MARTAM CONSTRUCTION INC |
| M-JTJ CONTRACTORS AND BLDRS |
| LITE CONST |
| SEMFORD MANAGEMENT & CONST INC |
| RIVER CITY CONSTRUCTION CO |
| GRAYCOR INDUSTRIAL CONSTR INC |
| BERGQUIST & ZIMMERMAN CONST CO |
| NUGENT CONSTRUCTION CO |
| K-FIVE CONSTRUCTION |
| RILEY CONST CO INC |
| OTTO BAYM COMPANY INC |
| MECCOR INDUSTRIES LTD |
| BRAVO CONST CO INC |
| PLAINFIELD CONST CO |
| R OLSON CONST CO CONTRACTORS |
| TRIGGI CONST INC |
| PROFESSIONAL CONTRACTING SERV |
| CENTURY CONCRETE CONST CO |
| LILJA CORPORATION |
| RW DUNTEMAN CO |
| BAUMGARTNER CONSTRUCTION INC |
| WHEATLAND CONCRETE INC |
| LAMBERTI CONCRETE CO INC |
| LANDMARK CONTRACTORS INC |
| LORIG CONSTRUCTION COMPANY |
| YELNICK P CONCRETE INC |
| RIZZA CONCRETE |
| A B D TANK & PUMP CO |
| B & B CONCRETE INC |
| DE GRAF BROTHERS INC |
| KUYPERS BROS CO |
| J&J NEWELL CONCRETE CONTRACTOR |
| J J BACKER AND SONS INC |
| ANDERSON CONCRETE |
| JIMMY Z MASONRY CORP |
| MC HUGH JAMES CONSTRUCTION CO |
| CUBS CONSTURCTION |
| BRANDONISIO CONSTRUCTION |
| SCHAEFGES BROTHERS INC |
| ALRIGHT CONCRETE |
| BOLLER CONSTRUCTION CO |
| MANNING T CONCRETE INC |
| DON BOHR & SONS INC |
| LORUSSO CEMENT CONTRACTORS |
| D L ANDERSON COMPANY INC |
| RINGLAND-JOHNSON INC |
| DI GIOIA BROS CONST CO |
| CIBULKA CONST CO INC |
| ARKELS CONSTRUCTION CO INC |
| EAGLE CONCRETE INC |
| BENNETT CONSTRUCTION |
| G M RANDA INC |
| WILLIAMS M R CONCRETE |
| RAMCORP INC |
| OSMAN CONSTRUCTION CORP |
| RIBER CONSTRUCTION INC |
| VIXEN CONSTRUCTION INC |
| PREMIUM CONCRETE INC |
| GLOBE CONSTRUCTION INC |
| BUILDERS CONCRETE |
| T B S CONCRETE INC |
| NARVICK BROS LUMBER CO INC |
| CAPTAINS CONCRETE |
| FRANK BURLA & SONS BLDRS INC |
| LANAS CONSTRUCTION |
| NORTHWEST CONTRACTORS INC |
| HEARLIHY MID-CONTINENT CO |
| FH PASCHENSN NIELSEN & ASSOC |
| CHICAGO HEIGHTS CONST CO |
| DAVIS CONCRETE CONST CO |
| IRVING CONSTRUCTION INC |
| GLASS DESIGN INC |
| ED HENRY CONCRETE & MAIN |
| CONCRETE BY MANCUSO INC |
| CARR CONCRETE CONST INC |
| CHADWICK CONTRACTING CO |
| FITZPATRICK CEMENT |
| MARTIN CEMENT CO |
| WHITTAKER EXCAVATING |
| CONCRETE STRUCTURES |
| DYKSTRA CONCRETE CONST CO |
| DUNNET BAY CONST CO |
| G M SIPES CONSTRUCTION |
| ARTLOW SYSTEMS INC |
| MANUSOS GENERAL CONTRACTING |
| VISSERING CONSTRUCTION CO |
| KENNY CONSTRUCTION CO |
| LAMPIGNANO & SON CONST CO |
| SWEDBERG & ASSOCIATES INC |
| DETAIL CONCRETE INC |
| J C HARRIS & SONS INC |
| ILLINOIS CONTRUCTORS CORP |
| JUST MASONRY |
| R A UBERT CONSTRUCTION INC |
| RUANE CONSTRUCTION INC |
| CAPITOL CEMENT CO INC |
| BARRIER CORP |
| CELLCRETE DECKS |
| JALPA CONSTRUCTION CORP |
| DOUG & STEVE CONSTRUCTION |
| ADJUSTABLE FORMS INC |
| FLOOR TECH SOLUTIONS INC |
| NATOLA CONCRETE INC |
| WELLNER CONSTRUCTION CORP |
| PREFERRED CONCRETE |
| TRALTA CONSTRUCTION CO |
| ORANGE CRUSH LLC |
| PLOTE CONSTRUCTION INC |
| RODGERS CONSTRUCTION CORP |
| CAR-MIN CONSTRUCTION CO INC |
| 3 D CONCRETE INC |
| NORTHWEST CONCRETE CONTRACTORS |
| O'CONNOR CONTRACTORS INC |
| RHODES PRECISION CORP |
| STUCKEY CONSTRUCTION CO INC |
| IMPRESSIVE CONSTRUCTION INC |
| PLAINFIELD CONCRETE INC |
| CARMICHAEL CONSTRUCTION INC |
| ABBEY PAVING CO INC |
| STEWART SERVICES |
| PULLARA CONSTRUCTION INDUST |
| SINGLEY CONSTRUCTION |
| PARKWAY FORMING INC |
| T MARTIN CONCRETE LLC |
| IROQUOIS PAVING CORP |
| MOSLEY CONSTRUCTION INC |
| A-1 MASONRY INC |
| T K CONCRETE |
| CARBO CONSTRUCTION INC |
| ARAIZA CORPORATION |
| LAKE PARK CEMENT INC |
| GRAYHAWK CONST CO INC |
| STENSTROM EXCAVATION |
| D'LAND CONSTRUCTION LLC |
| PANAMERICAN CONSTRUCTION INC |
| MUFFLER CONCRETE & SON INC |
| MAXIM CONSTRUCTION CORP |
| GENSINI EXCAVATING |
| LAKES & RIVERS CONTRACTING INC |
| J SQUARED MASONRY INC |
| ACURA INC |
| RC SMITH CONCRETE CO |
| RAFY'S CONCRETE INC |
| COPENHAVER CONST INC |
| CHICAGO STRUCTURES |
| SCHROEDER & SCHROEDER INC |
| MARVEL CONSTRUCTION CORP |
| SCHLICHTING & SONS EXC |
| GRADERC LLC |
| STONE & WEBSTER |
| AUSTIN TYLER CONSTRUCTION LLC |
| CECO CONCRETE CONSTRUCTION LLC |
| DINATALE CONSTRUCTION INC |
| MONSON NICHOLAS INC |
| LAGIOIA CONSTRUCTION |
| KEEN CONCRETE |
| LAMP A CONCRETE CONTRACTORS INC |
| MID VALLEY CONCRETE |
| TRICON CONCRETE CONTRACTORS |
| OTTAWA MASONRY |
| BURLING BUILDERS INC |
| JAMES DENNIS CONSTRUCTION INC |
| FLOOR SYSTEMS OF CHICAGO |
| GEM CONSTRUCTION INC |
| CONCORD CONSTRUCTION SERVICES |
| NATIONAL MACHINERY AND CONVEY |
| J PEASE INC |
| RANGLE CONSTRUCTION SERVICES |
| ROUTE 66 CONSTRUCTION |
| PAN OCEANIC ENG CORP |
| SULLIVAN TOM CONSTRUCTION |
| PAN AMERICAN CONCRETE CO |
| BENCHMARK CONSTRUCTION CO INC |
| SCANLON EXCAVATING & CONCRETE |
| RASCH CONST & ENGINEERING |
| H JOHNSON CONCRETE |
| EXPRESS CONTRACTING INC |
| RULA'S ENTERPRISES |
| ROBERT H WARD & ASSOC INC |
| CONSOLIDATED CONSTRUCTION SER |
| HEARTLAND FINISHERS LLC |
| RABINE PAVING LLC |
| CONCLEY EXCAVATING INC |
| NATIONAL PLASTERING IND JAFT |
| LOGISTIC CONCRETE LLC |
| CONCRETE STRUCTURESACHI JV |
| HALTZ CONSTRUCTION INC |
| ASPHALT CONCRETE & EXCAVATION |
| KREATIVE SCAPE INC |
| AMERICAN GRADING INC |
| WALLACE PAVING INC |
| SUBURBAN CONCRETE INC |
| G & M CEMENT CONST |
| LOMAR CONSTRUCTION |
| MILLENNIUM CONCRETE LLC |
| WILLKOMM ENTERPRISES |
| SIL-MAR CONSTRUCTION CORP |
| BURKE & BAUER CONCRETE LLC |
| FIVE STAR CONCRETE CONTRACTING |
| R J O'NEIL |
| STRATA CONTRACTORS LTD |
| MATHEY MASONRY INC |
| HEELEIN & SONS INC |
| DRIESSEN CONST CO |
| PORTER GEORGE & CO |
| SEYLLERS INC |
| BALLOU MASONRY INC |
| CULLEN J P & SONS |
| S & K MASONRY INC |
| LASSWELL MASONRY |
| H E S S CAULKING & RESTORATION |
| ROSEMONT MASONRY CORP |
| JMI CORPORATION |
| BOS & SON INC |
| SUPER MASONRY |
| TAILORED FOAM INC |
| CREATIVE ERECTORS LLC |
| BURROAK MASONRY INC |
| WEAVER CONSTRUCTION INC |
| HI-LOW BUILDING RESTORATION |
| SCY CONCRETE CONSTRUCTION INC |
| MONDI CONSTRUCTION INC |
| DYWIDAG SYSTEMS INTERNATIONAL |
| GILLESPIE AND POWERS INC |
| EVERSTONE CONSTRUCTION |
| FOSBEL INC |
| KING CUT CONCRETE CUTTERS INC |
| OZOH ENGINEERING & CONSTR |
| J WEST CONSTRUCTION |
| MIDWEST PRESSURE WASHING & RESTORATION INC |
| TURNER INDUSTRIAL MAINTENANCE |
| THE FRICKS COMPANY INC |
| MEADE ELECTRIC COMPANY |
| IEI GENERAL CONTRACTORS INC |
| CALUMET MASONRY CO |
| 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 |