PLUMBERS WELFARE FUND-130 U A: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLUMBERS WELFARE FUND-130 U A (EIN 36-2141153)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-04-14
- IRS object ID
- 201431049349300338
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T12:20:10-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kaplan & Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Revere Dr Suite 910 | AddressLine1 |
| City | Northbrook | City |
| State | IL | State |
| ZIP Code | 600621576 | 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 | 362141153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plumbers Welfare Fund Local 130 UA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PLUM | NameControl |
| Phone | 3122264200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 West Washington Boulevard | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James F Coyne | Name |
| Title | Trustee | Title |
| Date Signed | 2014-04-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank C Tlusty | Name |
| PTIN | P00631061 | PTIN |
| Phone | 8472720001 | 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 | James F Coyne | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 West Washington Boulevard | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606071936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 159007384 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.plumberslu130ua.org | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To provide Health and Welfare Benefits for eligible participants and their eligible dependents as well as to provide certain Benefits for eligible former participants and their eligible spouses. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38777779 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45655497 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2392443 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5183337 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 24118 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41170222 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50862952 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 41311119 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 41175817 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 843107 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1022696 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2720151 | OtherExpensePriorYear |
| Other Expenses Current Year | 2347220 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44874377 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44545733 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3704155 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6317219 | RevenuesLessExpensesCY |
| Total Assets BOY | 94872611 | TotalAssetsBOY |
| Total Assets EOY | 104071691 | TotalAssetsEOY |
| Total Liabilities BOY | 4831532 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5557400 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 90041079 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 98514291 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide Health and Welfare Benefits for eligible participants and their eligible dependents as well as to provide certain Benefits for eligible former participants and their eligible spouses. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | The organization achieved its objective by providing Health and Welfare Benefits for approximately 2,587 eligible participants and their eligible dependents. Approximately $33,051,995 was paid during this year for participant and dependent claims incurred.The organization also provided Health and Welfare Benefits for approximately 81 participants eligible for COBRA Continuation Coverage. Approximately $941,291 was paid during this year for COBRA Continuation Coverage claims incurred. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | The organization also achieved its objective by providing certain Benefits, including a Self-Pay Health Plan, for approximately 1,590 eligible former participants, their eligible spouses and eligible surviving spouses. Approximately $4,542,367 was paid during this year for these benefits. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 451 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Terry J Musto | NamePerson |
| Telephone Number | 3122264200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 West Washington Boulevard | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606071936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Daniel McLaughlin | |||||||
| Trustee (Contr) | 0.29 | 0.00 | X | 0 | 0 | 0 | |
| Michael Chapel | |||||||
| Trustee (Contr) | 0.28 | 40.00 | X | 0 | 0 | 0 | |
| Lori L Abbott | |||||||
| Trustee (Contr) | 0.30 | 0.00 | X | 0 | 0 | 0 | |
| Michael Bestler | |||||||
| Trustee (Contr) | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| James P Smith | |||||||
| Trustee (Contr) | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| Steve Marquardt | |||||||
| Trustee (Contr) | 1.78 | 40.00 | X | 0 | 0 | 0 | |
| William Johns | |||||||
| Trustee (Contr) | 0.24 | 0.00 | X | 0 | 0 | 0 | |
| John F Flader | |||||||
| Trustee (Contr) | 0.13 | 0.00 | X | 0 | 0 | 0 | |
| SJ Peters | |||||||
| Trustee (Contr) | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| Joseph W Strong | |||||||
| Trustee (Union) | 0.28 | 40.00 | X | 0 | 128243 | 50176 | |
| Kenneth A Turnquist | |||||||
| Trustee (Union) | 0.30 | 41.50 | X | 0 | 142938 | 75642 | |
| Patrick J Shea | |||||||
| Trustee (Union) | 0.22 | 40.00 | X | 0 | 128104 | 41166 | |
| John S Byrne | |||||||
| Trustee (Union) | 0.21 | 40.00 | X | 0 | 128070 | 108114 | |
| James F Coyne | |||||||
| Trustee (Union) | 3.30 | 65.00 | X | 0 | 169578 | 152514 | |
| William H Bielanski | |||||||
| Trustee (Union) | 0.22 | 40.00 | X | 0 | 126979 | 69109 | |
| James T Sullivan | |||||||
| Trustee (Union) | 10.00 | 40.00 | X | 0 | 101396 | 12675 | |
| Terry J Musto | |||||||
| Fund Administrator | 5.20 | 34.80 | 48215 | 118589 | 87250 | X | |
| Kevin C Sherlock | |||||||
| Field Represntatve | 18.57 | 28.10 | 51406 | 66667 | 73152 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 99621 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1110564 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 669798 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Roetzel & Andress LPA | |||||
| 222 S Main Street | Akron | OH | 443082098 | Legal Counsel | 730190 |
| Kaplan & Company | |||||
| 60 Revere Drive 910 | Northbrook | IL | 600621576 | Audit and Accounting | 182213 |
| Express Scripts Inc | |||||
| 1 Express Way | St Louis | MO | 63121 | Pharmacy Benfit Mngr | 563762 |
| Blue Cross Blue Shield of Illinois | |||||
| 300 E Randolph | Chicago | IL | 606015655 | Preferred Provdr Org | 1125098 |
| Amalgamated Bank of Chicago | |||||
| One West Monroe | Chicago | IL | 606035301 | Invstmnt Mngmt&Bnkg | 164093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Health Plan premiums | 525100 | 1560849 | 1560849 |
| Employers' payments | 525100 | 44092940 | 44092940 |
| Activity from merger | 525100 | 1708 | 1708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45655497 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2434579 | TotalRevenueColumn |
| Exclusion | $2,434,579 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 110893190 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 108144432 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2748758 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2748758 | TotalRevenueColumn |
| Exclusion | $2,748,758 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Recovery of loss-Data Ctr | Description |
| Business Code | 518210 | BusinessCode |
| Total Revenue Column | 24118 | TotalRevenueColumn |
| Exclusion | $24,118 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24118 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50862952 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45655497 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,207,455 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41175817 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440449 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339128 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202871 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40248 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 576289 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448935 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214228 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395844 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164217 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91668 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58355 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16084 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12198 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26210 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27840 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| Parking and security | 4681 |
| Repairs and maintenance | 4683 |
| Legal Settlement payment | 25000 |
| Data processing expenses | 276911 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2854 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44545733 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1726594 | BOY |
| EOY | 8281332 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604070 | BOY |
| EOY | 755801 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9781471 | BOY |
| EOY | 10425310 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118326 | BOY |
| EOY | 55609 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 609371 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 386900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242848 | BOY |
| EOY | 222471 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79036475 | BOY |
| EOY | 81100185 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2631864 | BOY |
| EOY | 2379155 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730963 | BOY |
| EOY | 851828 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94872611 | BOY |
| EOY | 104071691 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566383 | BOY |
| EOY | 381372 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50993 | BOY |
| EOY | 62488 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4214156 | BOY |
| EOY | 5113540 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4831532 | BOY |
| EOY | 5557400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90041079 | BOY |
| EOY | 98514291 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90041079 | BOY |
| EOY | 98514291 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94872611 | BOY |
| EOY | 104071691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 6317219 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2155993 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 204257 | OtherCostOrOtherBasis |
| Depreciation | 86745 | Depreciation |
| Book Value | 117512 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44245 | OtherCostOrOtherBasis |
| Depreciation | 34662 | Depreciation |
| Book Value | 9583 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 360869 | OtherCostOrOtherBasis |
| Depreciation | 265493 | Depreciation |
| Book Value | 95376 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 222471 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Northern Trust "TIPS" Index Fund | Description |
| Book Value | 2379155 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due broker for securities purchased | $128,240 |
| Claims payable | $1,975,315 |
| Claims incurred but not reported | $3,009,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5113540 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 53018945 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2155993 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2155993 | RevenueNotRptdF990 |
| Revenue Subtotal | 50862952 | RevenueSubtotal |
| Total Revenue Per Form990 | 50862952 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43090933 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 43090933 | ExpensesSubtotal |
| Other Expenses Not Included | 1454800 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1454800 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44545733 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Claims incurred but not reported $405325 Claims payable $1049475 |
| Part X | Part X : FIN48 Footnote | The Fund applies the provisions of Financial Accounting Standards Board ASC 740, Income Taxes, which provides guidance for how uncertain tax positions should be recognized, measured, presented and disclosed in the financial statements. This guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Fund's financial statements to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions with respect to tax not deemed to meet the "more-likely-than-not" threshold would be recorded as a tax benefit or expense in the year. Management has concluded that there is no tax benefit or expense to be recorded for uncertain tax positions by the Fund for the years ended May 31, 2013 and 2012 or any previous year.The tax returns of the Fund for the years ended May 31, 2010, 2011 and 2012 are subject to examination by the applicable tax authority, generally for three years after they were filed. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| William H Bielanski | ||||||||||
| Trustee (Union) | 126091 | 888 | 43804 | 25305 | 196088 | |||||
| Terry J Musto | ||||||||||
| Fund Administrator | 114702 | 3887 | 44290 | 18020 | 180899 | 45861 | 2354 | 17713 | 7227 | 73155 |
| Patrick J Shea | ||||||||||
| Trustee (Union) | 127171 | 933 | 15660 | 25506 | 169270 | |||||
| Kevin C Sherlock | ||||||||||
| Field Represntatve | 63243 | 3424 | 26913 | 13526 | 107106 | 49546 | 1860 | 20992 | 11721 | 84119 |
| Kenneth A Turnquist | ||||||||||
| Trustee (Union) | 141031 | 1907 | 49936 | 25706 | 218580 | |||||
| Joseph W Strong | ||||||||||
| Trustee (Union) | 127171 | 1072 | 24670 | 25506 | 178419 | |||||
| John S Byrne | ||||||||||
| Trustee (Union) | 127171 | 899 | 82608 | 25506 | 236184 | |||||
| James F Coyne | ||||||||||
| Trustee (Union) | 162580 | 6998 | 126808 | 25706 | 322092 | |||||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Amalgamated Bk of Chicago | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | See Schedule O | Relationship |
| Amount Of Transaction | 159533 | AmountOfTransaction |
| Description Of Transaction | See Schedule O | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Schedule L, Part IV, Column (d) - | Amalgamated Bank of Chicago receives fees from the organization for providing investment management services and banking services. | |
| Schedule L, Part IV, Column (b) - | James T. Sullivan, a Union Trustee, was a Director of Amalgamated Bank of Chicago. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization's financial statements are available to the public as an attachment to Form 5500 on the United States Department of Labor website. The organization's governing documents are not available to the public. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A copy of the organization's Form 990 (including required schedules) is provided to both Co-Chairmen of the governing body for their review prior to its filing with the IRS. The Form 990 (including required schedules) is filed with the IRS only after any questions are resolved and both Co-Chairmen approve the filing. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address | James T. Sullivan20055 South 80th AvenueFrankfort, Illinois 60423William H. Bielanski300 Natwick LaneSchaumburg, Illinois 60193James F. CoyneChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936John S. ByrneChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936Patrick J. Shea10041 53rd AvenueOak Lawn, Illinois 60453Kenneth A. TurnquistChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936Joseph W. StrongChicago Journeymen Plumbers' Local Union 130, U.A.1340 West Washington BoulevardChicago, Illinois 60607-1936John F. FladerFlader Plumbing & Heating, Inc.1924 West Windsor DriveRound Lake, Illinois 60073Steve MarquardtLeonard V. Stutz & Son, Inc.272 West Lake StreetElmhurst, Illinois 60126William JohnsJohns Plumbing & Heating3116 North Cicero AvenueChicago, Illinois 60641Lori L. AbbottAbbott Industries, Inc.225 William Street Bensenville, Illinois 60106Michael ChapelCanyon Plumbing, Inc.14119 Harrison AvenuePosen, Illinois 60469Daniel McLaughlin14525 South Oakley AvenueOrland Park, Illinois 60462S.J. PetersPlumbing Contractors Association603 Rogers StreetSuite 2Downers Grove, Illinois 60515James P. Smith C.J. Erickson Plumbing Company4141 West 124th PlaceAlsip, Illinois 60803Michael BestlerBestler Corp.246 Keyes AvenueHampshire, Illinois 60140 | Form 990, Part VI, Line 9 |
| Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings | There were no meetings held by a committee with the authority to act on behalf of the organization's governing body during the year. | Form 990, Part VI, Line 8 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plumbers LU 130 Benefit Fds Data Ctr LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 West Washington Boulevard | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606071936 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300644674 | EIN |
| Primary Activity | Data Processing | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Excluded from tax | PredominantIncomeType |
| Share Of Total Income | -252793 | ShareOfTotalIncome |
| Share Of EOY Assets | 211148 | ShareOfEOYAssets |
| Disproportionate Allocations | true | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule R- Identification of Related Organizations | Identifier |
| Explanation | The filing organization is a Multiemployer Trust that provides Health and Welfare Benefits to eligible participants and their eligible dependents as well as certain Benefits to eligible former participants and their eligible spouses. The Trust is exempt from tax under Internal Revenue Service Code Section 501(c)(9). Therefore, the filing organization is only required to list the names of its contributing employers. The filing organization maintains a database of the names of these contributing employers and the amount contributed to the Trust by each employer. The legal structure (Corporation, Partnership, etc) for each contributing employer is not on file with the filing organization and could not be reasonably obtained nor is required to be maintained by the filing organization. As a result, the names of the contributing employers are provided as an attachment to the Schedule R but not reported in Part II, Part III or Part IV.See the "Attachment To Form 990 - Schedule R - 2012". | Explanation |