WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 (EIN 36-3251688)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-15
- IRS object ID
- 201430159349300508
- 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 | 2014-01-15T08:26:52-06:00 | 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 WEST LAKE STREET 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 | 363251688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCH IRONWORKERS LOCAL 63 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARCH | NameControl |
| Phone | 6304720627 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 Kensington No 200 | AddressLine1 |
| City | OAKBROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE MCNIFF | Name |
| Title | TRUSTEE | Title |
| Phone | 6304720627 | Phone |
| Date Signed | 2014-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD SIMON | Name |
| PTIN | P00158008 | 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 | LAWRENCE MCNIFF | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 Kensington No 200 | AddressLine1 |
| City | OAKBROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37136058 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL, DENTAL, DISABILITY, AND DEATH BENEFITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | 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 | 16180853 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17974516 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1120480 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1576067 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 61719 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17301333 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19612302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 12766757 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 13964190 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12323 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9438 | 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 | 1024275 | OtherExpensePriorYear |
| Other Expenses Current Year | 1002731 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13803355 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14976359 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3497978 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4635943 | RevenuesLessExpensesCY |
| Total Assets BOY | 37022420 | TotalAssetsBOY |
| Total Assets EOY | 43316988 | TotalAssetsEOY |
| Total Liabilities BOY | 7750180 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8156302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29272240 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35160686 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE MEDICAL,DENTAL,DISABLITY,AND DEATH BENEFITS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. | 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 | 0 | 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 | 159 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | 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 | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | BENEFITS MANAGEMENT GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6304720627 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 Kensington | AddressLine1 |
| City | OAKBROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|
| STEPHEN PEPPA | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| MICHAEL SWANBERG | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RICHARD ROWE | ||||||
| TRUSTEE | 3.00 | X | 0 | 126841 | 96508 | 40.00 |
| PAUL WENDE | ||||||
| Trustee | 3.00 | X | 0 | 110529 | 96508 | 40.00 |
| TIM BELL | ||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | |
| LAWRENCE MCNIFF | ||||||
| Chairman | 3.00 | X | 0 | 139758 | 101789 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 377128 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 294805 | 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 |
|---|---|---|---|---|---|
| BCBS | |||||
| 300 E RANDOLPH | CHICAGO | IL | 60601 | CLAIMS PAYOR | 443443 |
| BENEFITS MANAGEMENT GROUP | |||||
| 903 COMMERCE DRIVE STE 304 | OAK BROOK | IL | 60523 | THIRD PARTY ADMIN. | 252000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 16298855 | 16298855 |
| EMPLOYEE CONTRIBUTIONS | 900099 | 1386800 | 1386800 |
| MEDICARE PART D SUBSID | 900099 | 288861 | 288861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17974516 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 974092 | TotalRevenueColumn |
| Exclusion | $974,092 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18125731 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17523756 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 601975 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 601975 | TotalRevenueColumn |
| Exclusion | $601,975 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 61719 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61719 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 61719 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19612302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18036235 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,576,067 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13964190 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9438 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254500 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59905 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33093 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118093 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473595 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56824 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1493 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5228 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14976359 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3528032 | BOY |
| EOY | 4767092 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1672216 | BOY |
| EOY | 1712000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9709 | BOY |
| EOY | 8869 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31690036 | BOY |
| EOY | 36666249 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122427 | BOY |
| EOY | 162778 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37022420 | BOY |
| EOY | 43316988 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99499 | BOY |
| EOY | 92902 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7650681 | BOY |
| EOY | 8063400 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7750180 | BOY |
| EOY | 8156302 | 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 | 29272240 | BOY |
| EOY | 35160686 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29272240 | BOY |
| EOY | 35160686 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37022420 | BOY |
| EOY | 43316988 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4635943 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1252075 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | 428 | ReconcilationPriorAdjustment |
| 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 Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EST LIAB CLMS-FRM EXTENDED ELGIBILITY | $4,845,000 |
| EST LIAB CLMS- INCURRED NOT PAID | $1,554,000 |
| ACCUM BALANCE IN PART. MRA ACCOUNTS | $1,664,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8063400 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 20457423 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1252075 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1252075 | RevenueNotRptdF990 |
| Revenue Subtotal | 19205348 | RevenueSubtotal |
| Investment Expenses Not Included | 118093 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 288861 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 406954 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19612302 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14156686 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14156686 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 118093 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 701580 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 819673 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14976359 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 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 tax 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 audit for any tax period in progress. At May 31, 2013, the Plan is no longer subject to income tax examinations prior to the fiscal year ended May 31, 2010. |
| Part XI, Line 4b - Other Adjustments: | MEDICARE PART D SUBSIDY 288861. | |
| Part XII, Line 4b - Other Adjustments: | CHANGE IN BENEFIT OBLIGATIONS 412719. MEDICARE PART D SUBSIDY 288861. |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD ROWE | ||||||||||||||
| TRUSTEE | 0 | 124408 | 0 | 0 | 0 | 2433 | 0 | 71817 | 0 | 24691 | 0 | 223349 | 0 | 0 |
| PAUL WENDE | ||||||||||||||
| Trustee | 0 | 109093 | 0 | 0 | 0 | 1436 | 0 | 71817 | 0 | 24691 | 0 | 207037 | 0 | 0 |
| LAWRENCE MCNIFF | ||||||||||||||
| Chairman | 0 | 136330 | 0 | 0 | 0 | 3428 | 0 | 77098 | 0 | 24691 | 0 | 241547 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | Line 3 explanation - BENEFITS MANAGEMENT GROUP, INC. 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 A WRITTEN POLICY AND HAVE A FIDUCIARY RESPONSIBILITY UNDER ERISA TO ADMINISTER THE PLAN IN THE BEST INTEREST OF THE MEMBERSHIP. THE U.S. 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 U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR. |
| PART XII, LINE 2C | THERE HAS BEEN NO CHANGE THE FUND'S PROCESS FROM THE PRIOR YEAR IN REGARDS TO THE OVERSIGHT PROCESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| IRONWORKERS LOCAL 63 PENSION FUND | ||||||||
| 1520 Kensington Suite 200 | OAKBROOK | IL | 60523 | 363519910 | PENSION FUND | IL | 401 (A) | 0 |
| IRONWORKERS LOCAL 63 UNION | ||||||||
| IRONWORKERS LOCAL 63 TRAINING SCHOOL | ||||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (182 entries)
| 3F CORPORATION |
| 4-S ERECTION INC |
| ACORN FENCE & CONSTRUCTION INC |
| ACTION FENCE CONTRACTORS INC |
| ADL INSTALLERS INC |
| ADVANCE STEEL ERECTION INC |
| ALLIANCE FENCE CORPORATION |
| ALLIANCE GLASS & METAL INC |
| AMERICAN ENCLOSURES INC |
| AMERICAN STEELWORKS INC |
| ANAGNOS DOOR CO INC |
| ANTAMEX INC |
| ARCADIA GLASS & CLADDINGKREZ GROUP |
| ARCHITECTURAL PANEL SYSTEMS INC |
| ARCHITECTURAL SYSTEMS INC |
| ARCWALL |
| AREA ERECTORS INC |
| ARTEC MIDWEST INC |
| ASC WINDOW CORPORATION |
| AUBURN CORPORATION |
| AUTOMATIC DOORS INC |
| B & D CONTRACTORS INC |
| BAKES STEEL ERECTORS |
| BCBM LLC |
| BERGLUND CONSTRUCTION COMPANY |
| BLUE SKY LLC |
| BUILDERS CHICAGO CORP |
| BUILT BEST FENCE INC |
| C & B GLASS INC |
| CANNON EQUIPMENT CO |
| CANTRELL CONSTRUCTION INC |
| CELTIC IRON INC |
| CHICAGO FLYHOUSE INC |
| CHICAGO HEIGHTS CONSTRUCTION CO |
| CHICAGO HEIGHTS GLASS INC |
| CHICAGO SPOTLIGHT INC |
| CHICAGO STEEL CONSTRUCTION LLC |
| CHRISTOPHER GLASS & ALUMINUM |
| CK II CONTRACTING INC |
| COMMERCIAL FENCE INC |
| COMPLETE CANOPY SERVICES INC |
| COMPOSITE STEEL PRODUCTS INC |
| CONDOR ERECTION |
| CONSOLIDATED STEEL & SUPPLY CO |
| CORSETTI STRUCTURAL STEEL INC |
| CROWN CORR INC |
| CSC ALUMINUM & GLASS INC |
| CUSTOM WINDOW |
| D & M ARCHITECTURAL METALS INC |
| DALTON FENCE LLC |
| DEPASQUALE STEEL ERECTORS INC |
| DOOR SYSTEMS INC |
| DORAL CORP |
| DORMA USA |
| DUBURG IRON WORKS INC |
| DUROWELD COMPANY INC |
| DYNAMIC IRON INC |
| EASTERN CONSTRUCTION INC |
| ELITE IRONWORKS |
| EM III ARCHITECTURAL |
| ENCLOS CORP |
| ESA STEEL INC |
| FACADE TEK |
| FEDERAL RENT-A-FENCE |
| FENCE FACTORY FAMILY INC |
| FLYNN FENCE AND SUPPLY CO |
| FOWLER FENCING CONTRACTORS INC |
| GAMMA INSTALLATIONS |
| GASKILL & WALTON CONSTRUCTION CO |
| GATEWAY GLAZING INC |
| GAUTHIER GLASS |
| GFS FENCE GUARDRAIL & SIGNAGE |
| GLASS DESIGNERS INC |
| GMSGLASS MANAGEMENT SERVICES |
| GRAND STAGE CO |
| GRAYCOR INDUSTRIAL CONSTRUCTORS INC |
| GREAT LAKES STEEL ERECTION INC |
| GUARDIAN CONSTRUCTION PRODUCTS INC |
| HANDRAIL DESIGN INC |
| HARMON INC |
| HART ERECTORS INC |
| HERITAGE STEEL CONSTRUCTION LLC |
| HORIZON ORNAMENTAL INC |
| HOSS STEEL SOLUTIONS |
| HOUSE OF DOORS INC |
| HUDSON WALLS LLC |
| ILLINOIS CONTRACT GLAZING INC |
| ILLINOIS SASH ERECTORS INC |
| IN-LINE FENCE & FABRICATING CO |
| INDEPENDENT MECHANICAL INDUSTRIES INC |
| INDUSTRIAL DOOR CO OF CHICAGO |
| INDUSTRIAL FENCE INC |
| INDUSTRIAL MATERIAL SUPPLY |
| IWEISS INC |
| J & D ERECTORS INC |
| J & S CANOPY SERVICES LLC |
| JANSON INDUSTRIES |
| JB ERECTORS INC |
| K & K IRON WORKS INC |
| KD JOHNSON INC |
| KLEIN DICKERT MILWAUKEE INC |
| KUJO INC |
| KVM DOOR SYSTEMS |
| L & M WELDING INC |
| LEECO CONSTRUCTION INC |
| LEECO CONSULTANTS |
| LEGNA IRON WORKS INC |
| M & M STEEL ERECTORS LLC |
| MACKENZIE CONSTRUCTION |
| MADISON INDUSTRIES |
| MAJESTIC STEEL ERECTORS |
| MCS STRUCTURES |
| MECCOR INDUSTRIES LTD |
| MECHANICAL & INDUSTRIAL STEEL |
| METAL BUILDING OF WI INC |
| METAL ERECTOR INC |
| METROPOLITAN STEEL INC |
| MHS TECHNICAL SERVICES INC |
| MID AMERICA STEEL ERECTORS INC |
| MID-STATES GLASS & METAL |
| MIDWEST FENCE CORP |
| MIDWEST SKYLITE SERVICE |
| MIDWEST STAIRS & IRON INC |
| MJ ERECTORS INC |
| MTH INDUSTRIES |
| NATHAN-LINN & SONS INC |
| NATIONAL ERECTING & GLAZING |
| NATIONAL STEEL & GLASS LLC |
| NICK'S METAL FABRICATING & SONS INC |
| NORTH CHICAGO IRON WORKS |
| NORTHERN CONTRACTING INC |
| NORTHERN ILLINOIS FENCE INC |
| OLD CASTLE BUILDING ENVELOPE |
| ORNOFF'S WELDING |
| P & P ARTEC INC |
| PACIFIC FENCE INC |
| PAPPAS CONSTRUCTION CO |
| PAULY JAIL BUILDING CO INC |
| PERMASTEELISA NORTH AMERICA CORP |
| PIERINI IRON WORKS INC |
| PINNACLE GROUP INC |
| PLATA CORP |
| POINT STEEL ERECTORS INC |
| POOK DIEMONT & OHL INC |
| PRECISION IRON INSTALLATIONS |
| PRIME ARCHITECTURAL METAL & GLASS INC |
| PRO FENCE INC |
| QUINCO STEEL INC |
| R & I ORNAMENTAL IRON INC |
| REFLECTION WINDOW COMPANY LLC |
| REGAL STEEL ERECTORS LLC |
| RWC CONSTRUCTION LLC |
| SCHAEF GLASS COMPANY |
| SCHMIDT STEEL INC |
| SECURITY INDUSTRIES INC |
| SIEVERT ELECTRIC SERVICE & SALES |
| SPECIALTY CONSTRUCTION LLC |
| SPOTLIGHT CREW INC |
| STAIR ONE INC |
| STEEL COMPONENTS |
| STEPPO SUPPLY & CONSTRUCTION INC |
| STRATA CONTRACTORS LTD |
| STRUCTURAL STRATEGIES INC |
| T MOONCOTCH INC |
| TAYLOR ELECTRIC COMPANY |
| TBS INDUSTRIAL DOORS |
| TCT RIGGING INC |
| THE AMERICAN GROUP |
| THE DOOR PEOPLE |
| TMJ RAILINGS |
| TNA SEALANTS INC |
| TNA SEALANTS INC |
| TONN & BLANK CONSTRUCTION LLC |
| TRI STATE WELFARE FUNDS |
| UNDERLAND ARCH SYSTEMS |
| UNION FENCE |
| UNION FENCING OF ILLINOIS INC |
| UPRIGHT IRON WORKS INC |
| WEB PRODUCTION |
| WESTERN ARCHITECTURAL IRON COMPANY |
| WESTERN REMAC INC |
| WILLIAM STEEL ERECTORS |
| 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 |