CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND: Form 990, tax year 2024
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- Organization
- CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND (EIN 36-2187389)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-11-26
- IRS object ID
- 202533309349300318
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-26T10:45:45-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WESTBROOK CORPORATE CTR STE 700 | AddressLine1Txt |
| City | WESTCHESTER | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362187389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO AREA IB OF T HEALTH AND | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3127381350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUTTERFIELD ROAD 110 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK BRUNO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3127381350 | PhoneNum |
| Signature | 2025-11-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL F TIBERI | PreparerPersonNm |
| PTIN | P01655011 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Preparation | 2025-11-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK BRUNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUTTERFIELD ROAD 110 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,116,913 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,613,907 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,044,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,165,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,633,848 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,471 | PYOtherRevenueAmt |
| CY Other Revenue | $80,389 | CYOtherRevenueAmt |
| PY Total Revenue | $20,787,076 | PYTotalRevenueAmt |
| CY Total Revenue | $23,758,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $18,897,683 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,166,862 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $464,534 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $448,753 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,597,925 | PYOtherExpensesAmt |
| CY Other Expenses | $1,692,766 | CYOtherExpensesAmt |
| PY Total Expenses | $20,960,142 | PYTotalExpensesAmt |
| CY Total Expenses | $21,308,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$173,066 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,450,012 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,138,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,095,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $142,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $96,005,319 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,953,507 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH BENEFIT FUND | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE MEDICAL, DENTAL, VISION, SICKNESS, AND ACCIDENTAL DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS STIEDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3127381350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 BUTTERFIELD ROAD SUITE 110 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HOWARD MURDOCH | |||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK BRUNO | |||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $124,059 | $51,324 | |||
| RONALD SANDACK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL PHILIPP | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH BURKE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS STIEDE | |||||||||
| FUND MANAGER | 4.00 | 40.00 | $27,859 | $128,871 | $67,529 | Yes (X) | |||
| LAURA CABALLERO | |||||||||
| ASSISTANT FUND MANAGER | 40.00 | $193,488 | $0 | $46,024 | Yes (X) | ||||
| DENISE LUKASZEWSKI | |||||||||
| COMPTROLLER | 40.00 | $121,889 | $0 | $46,024 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $343,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $252,930 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,901 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PPO PROVIDER | $625,438 |
| THE SEGAL COMPANY | |||||
| 101 NORTH WACKER DRIVE SUITE 1800 | CHICAGO | IL | 60606 | BENEFIT CONSULTANT | $133,178 |
| LANER MUCHIN LTD | |||||
| 515 NORTH STATE STREET SUITE 2400 | CHICAGO | IL | 60654 | LEGAL | $111,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $20,929,619 | $20,929,619 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $114,537 | $114,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,044,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,554,864 | TotalRevenueColumnAmt |
| Exclusion | $1,554,864 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,437,504 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,358,520 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,078,984 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,078,984 | TotalRevenueColumnAmt |
| Exclusion | $1,078,984 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $80,389 | TotalRevenueColumnAmt |
| Exclusion | $80,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $80,389 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,758,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,044,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,714,237 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,166,862 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,387 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,674 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,347 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,150 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,195 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,936 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,410 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,792 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,755 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,978 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,580 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,767 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,944 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,853 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,194 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $11,557 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,308,381 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,905 | BOYAmt |
| EOY | -$7,836 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,703 | BOYAmt |
| EOY | $2,713,337 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,444,177 | BOYAmt |
| EOY | $2,788,691 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,493 | BOYAmt |
| EOY | $145,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,260 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,600 | BOYAmt |
| EOY | $68,576 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,164,798 | BOYAmt |
| EOY | $62,448,821 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,771,651 | BOYAmt |
| EOY | $37,939,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,138,327 | BOYAmt |
| EOY | $106,095,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,870 | BOYAmt |
| EOY | $102,142 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,123 | BOYAmt |
| EOY | $11,080 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,015 | BOYAmt |
| EOY | $29,242 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,008 | BOYAmt |
| EOY | $142,464 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,005,319 | BOYAmt |
| EOY | $105,953,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,005,319 | BOYAmt |
| EOY | $105,953,507 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,138,327 | BOYAmt |
| EOY | $106,095,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,450,012 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,498,176 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,277 | DepreciationAmt |
| Book Value | $29,242 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,407 | DepreciationAmt |
| Book Value | $39,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,576 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED FUNDS | $29,303,769 | F |
| REAL ESTATE INVESTMENT TRUST | $8,635,503 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,939,272 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASEHOLD REFURBISHMENT ALLOWANCE | Desc |
| Amt | $29,242 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,242 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,129,777 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,498,176 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,498,176 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,631,601 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $126,792 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $126,792 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,758,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,181,589 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,181,589 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $126,792 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $126,792 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,308,381 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ||||||||||||||
| ASSISTANT FUND MANAGER | $193,488 | $0 | $0 | $0 | $0 | $0 | $30,480 | $0 | $15,544 | $0 | $239,512 | $0 | $0 | $0 |
| THOMAS STIEDE | ||||||||||||||
| FUND MANAGER | $27,859 | $114,400 | $0 | $8,800 | $0 | $5,671 | $0 | $51,985 | $0 | $15,544 | $27,859 | $196,400 | $0 | $0 |
| PATRICK BRUNO | ||||||||||||||
| TRUSTEE | $0 | $114,400 | $0 | $8,800 | $0 | $859 | $0 | $35,780 | $0 | $15,544 | $0 | $175,383 | $0 | $0 |
| DENISE LUKASZEWSKI | ||||||||||||||
| COMPTROLLER | $121,889 | $0 | $0 | $0 | $0 | $0 | $30,480 | $0 | $15,544 | $0 | $167,913 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD DOES NOT MAINTAIN OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES TRUSTEES AND EMPLOYEES TO DISCLOSE ANY NON-COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES EVALUATES THE COMPENSATION FOR THE FUND MANAGER AND ASSISTANT FUND MANAGER ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PLAN'S INFORMATION IS AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART VII, SECTION A, LINE 1A | THE ORGANIZATION'S ASSISTANT FUND MANAGER IS ALSO THE ASSISTANT FUND MANAGER OF TWO OTHER ENTITIES. THE REPORTING ORGANIZATION IS REIMBURSED BY THE TWO ENTITIES FOR THEIR ALLOCATED PORTION OF HER SALARY AND EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN PART VII, COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO ALL THREE ORGANIZATIONS. |
| FORM 990, PART VII, SECTION A, LINE 1A | THE ORGANIZATION'S FUND MANAGER IS ALSO THE FUND MANAGER OF TWO OTHER ENTITIES AND AN OFFICER FOR THE RELATED LOCAL UNION. THE REPORTING ORGANIZATION IS REIMBURSED BY THESE ENTITIES FOR THEIR ALLOCATED PORTION OF HIS SALARY AND EXPENSES. THE AVERAGE HOURS PER WEEK REPORTED IN PART VII, COLUMN B IS THE ESTIMATED WEEKLY AMOUNT DEDICATED TO THIS ORGANIZATION AS WELL AS TO THE TWO OTHER ORGANIZATIONS. THE TOTAL COMPENSATION REPORTED ON FORM 990, PART IX, LINE 5 REPRESENTS THE REPORTING ORGANIZATION'S PORTION OF HIS SALARY AND RELATED EXPENSES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| CHICAGO AREA IB OF T SEVERANCE PLAN | ||||||||
| 1333 BUTTERFIELD ROAD SUITE 110 | DOWNERS GROVE | IL | 60515 | 363296789 | PROVIDE SEVERANCE BENEFITS | IL | 401A | 0 |
| CHICAGO AREA IB OF T PENSION PLAN | ||||||||
| 1333 BUTTERFIELD ROAD SUITE 110 | DOWNERS GROVE | IL | 60515 | 362407063 | PROVIDE PENSION BENEFITS | IL | 401A | 0 |
| TEAMSTERS LOCAL 703 | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
| TEAMSTERS LOCAL 703 LMCC | ||||||||
| CONTRIBUTING EMPLOYER | 0 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (39 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| ANTHONY MARANO CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ATOM BANANA INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BATTAGLIA DISTRIBUTING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BIG APPLE FINER FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| CEE-BEE CARTAGE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BADGER MURPHY FOOD SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| COOSEMAN'S | |
| CONTRIBUTING EMPLOYER | 0 |
| D & K CHICAGO | |
| CONTRIBUTING EMPLOYER | 0 |
| D & M EGG COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| GENERAL PRODUCE DISTRIBUTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| GEORGE J CORNILLE & SONS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| I & L TRUCKING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| J L GONZALEZ PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| JL HONIGBERGSUN BELLE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JAB PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| JACK KELLER CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| JACK TUCHTEN WHLSALE PRODUCE I | |
| CONTRIBUTING EMPLOYER | 0 |
| KENNICOTT BROS CO | |
| CONTRIBUTING EMPLOYER | 0 |
| LA BODEGA | |
| CONTRIBUTING EMPLOYER | 0 |
| LA GALERA PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| LA HACIENDA BRANDS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LA PREFERIDA INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LOUTOS CARTAGE SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| LA MILPA PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| MISSION PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| ORIGINAL CHICAGO PRODUCE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| PANAMA BANANA DISTRIBUTING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| SAS CARTAGE | |
| CONTRIBUTING EMPLOYER | 0 |
| STRUBE CELERY & VEGETABLE CO | |
| CONTRIBUTING EMPLOYER | 0 |
| BANNER WHOLESALE | |
| CONTRIBUTING EMPLOYER | 0 |
| COUGLE COMMISSION COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| DOUMAK | |
| CONTRIBUTING EMPLOYER | 0 |
| GIVAUDAN FLAVORS CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| KRAFT HEINZ-CLAUSSEN PICKLE CO | |
| CONTRIBUTING EMPLOYER | 0 |
| SUPREME LOBSTER COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| SYSCO CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| US FOOD SERVICE-BENSENVILLE | |
| CONTRIBUTING EMPLOYER | 0 |
| BAY VALLEY FOODS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| SHERWOOD FOOD DISTRIBUTORS | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |