MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND (EIN 38-6058383)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-06-23
- IRS object ID
- 201431749349300018
- Schema version
- 2012v2.3
- 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 | 2014-06-23T09:00:45-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENDA GRACE STULZ & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38800 VAN DYKE AVE STE 100 | AddressLine1 |
| City | STERLING HEIGHTS | City |
| State | MI | State |
| ZIP Code | 48312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386058383 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN CARPENTERS' HEALTH CARE | BusinessNameLine1 |
| Business Name Line2 | FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 5173217502 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DRIVE | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 489170000 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TYLER MCCASTLEROBERT ROOT | Name |
| Title | CHAIRMAN/SECRETARY | Title |
| Phone | 5173217502 | Phone |
| Date Signed | 2013-12-19 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN STULZ | Name |
| Phone | 5868836240 | Phone |
| Date Prepared | 2014-06-23 | DatePrepared |
| 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 | SAME AS ABOVE | NameOfPrincipalOfficerPerson |
| Gross Receipts | 21258720 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20799320 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19874259 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1487107 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1374307 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30067 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10154 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22316494 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21258720 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 16414738 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21098289 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1102707 | OtherExpensePriorYear |
| Other Expenses Current Year | 2660619 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22200996 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19075357 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 115498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2183363 | RevenuesLessExpensesCY |
| Total Assets BOY | 26990535 | TotalAssetsBOY |
| Total Assets EOY | 26650895 | TotalAssetsEOY |
| Total Liabilities BOY | 11616482 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10109915 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15374053 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16540980 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | TO PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICPANTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| 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 | false | 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 | false | 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 |
| 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 | false | 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 |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | 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 | TIC INTERNATIONAL CORP | NamePerson |
| Telephone Number | 5173217502 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 CENTURION DR | AddressLine1 |
| City | LANSING | City |
| State | MI | State |
| ZIP Code | 48917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (14 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 |
|---|---|---|---|---|---|---|
| MICHAEL J JACKSON SR | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 212733 | 0 |
| KEVIN KLINGLER | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 89932 | 48978 |
| BRIAN KERRIGAN | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 84915 | 39000 |
| TYLER MCCASTLE | ||||||
| CHAIRMAN | 1.00 | 40.00 | X | 0 | 81266 | 36322 |
| CHAD MILLER | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 76004 | 33020 |
| TRAVIS FAIRBANKS | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 74194 | 33103 |
| LEON TURNWALD | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 71917 | 40073 |
| ROBERT ROOT | ||||||
| SECRETARY | 1.00 | 40.00 | X | 0 | 0 | 0 |
| TRACE HENDRICK | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| STANLEY BUELL | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| GARY BENJAMIN | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| SCOTT FISHER | ||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 |
| BART CARRIGAN | ||||||
| TRUSTEE | 1.00 | 0.00 | X | 0 | 0 | 0 |
| DUANE BREMER | ||||||
| TRUSTEE | 1.00 | 40.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 690961 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 230496 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 600 EAST LAFAYETTE | DETROIT | MI | 48226 | CLAIMS ADMIN | 1613115 |
| TIC INTERNATIONAL CORPORATION | |||||
| 6525 CENTURION DRIVE | LANSING | MI | 48917 | ADMINISTRATION | 769513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | 14028672 | 14028672 |
| PARTICIPANT SELF-PAYMENTS | 900099 | 5845587 | 5845587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19874259 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1374307 | TotalRevenueColumn |
| Exclusion | $1,374,307 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LIQUIDATED DAMAGES | 900099 | 9778 | 9778 |
| OTHER | 900099 | 376 | 376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10154 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21258720 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19884413 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,374,307 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16414738 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2214778 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28435 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118603 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8417 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114001 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46504 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49576 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12214 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10373 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| MEMBER COMMUNICATIONS | 21105 |
| BANK SERVICE CHARGES | 15179 |
| ACTUARIAL FEE | 11000 |
| NOTICES TO PARTICIPANTS | 4702 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5732 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19075357 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1367814 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1174178 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1536413 | BOY |
| EOY | 1498030 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 895570 | BOY |
| EOY | 861681 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23384374 | BOY |
| EOY | 22923370 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26990535 | BOY |
| EOY | 26650895 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336360 | BOY |
| EOY | 468276 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11280122 | BOY |
| EOY | 9641639 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11616482 | BOY |
| EOY | 10109915 | 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 | 15374053 | BOY |
| EOY | 16540980 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15374053 | BOY |
| EOY | 16540980 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26990535 | BOY |
| EOY | 26650895 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2183363 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1016436 | 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
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $8,392,000 |
| CLAIMS INCURRED BUT NOT REPORTED | $1,098,000 |
| ADVANCED SELF PAYMENTS | $151,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9641639 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 20233867 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1016436 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1016436 | RevenueNotRptdF990 |
| Revenue Subtotal | 21250303 | RevenueSubtotal |
| Investment Expenses Not Included | 8417 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8417 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21258720 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19066940 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 19066940 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8417 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 8417 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19075357 | TotalExpensesPerForm990 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL J JACKSON SR | NamePerson |
| Title | TRUSTEE | Title |
| Comp Based On Related Orgs | 212733 | CompBasedOnRelatedOrgs |
| Total Compensation Related Orgs | 212733 | TotalCompensationRelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990, PART VI | LINE 2 - FAMILY RELATIONSHIP OR BUSINESS RELATIONSHIP - THE RELATIONSHIP BETWEEN THE TRUSTEES OF THE FUND IS A "BUSINESS RELATIONSHIP". THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. THE FUND, AS A TAFT-HARTLEY FUND, IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH IS COMPOSED OF AN EQUAL NUMBER OF UNION AND EMPLOYER REPRESENTATIVES. BECAUSE OF THIS ORGANIZATIONAL REQUIREMENT, THERE IS A BUSINESS RELATIONSHIP BETWEEN THE TRUSTEES. LINE 12 - ANNUALLY, EACH TRUSTEE MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONAIRE, WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACUTAL CONFLICTS OF INTEREST. LINE 15 - THE FUND DID NOT HAVE A CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, AS THOSE TERMS ARE DEFINED. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP INTO THEIR OFFICER POSITIONS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PRESENTED AND APPROVED AT MEETING OF THE BOARD OF TRUSTEES, SUBJECT TO REVIEW BY AND APPROVAL OF THE FUND LEGAL COUNSEL. IN ADDITION, EACH TRUSTEE IS PROVIDED A COPY OF THE FUND'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE FUND IS ESTABLISHED AND MAINTAINED PURSUANT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED. IT OPERATES IN COMPLIANCE WITH THE REPORTING AND DISCLOSURE REQUIREMENTS OF SUBTITLE B, PART I ERISA WITH RESPECT TO DISCLOSURE OF ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION. IT OPERATES IN COMPLIANCE WITH THE FIDUCIARY RESPONSIBILITY REQUIREMENTS OF SUBTITLE B, PART 4 OF ERISA. |
| ADDITIONAL INFORMATION | FORM 990, PART VII | LINE 1A- MICHAEL JACKSON SR, TYLER MCCASTLE, BRIAN KERRIGAN, LEON TURNWALD, CHAD MILLER, TRAVIS FAIRBANKS, AND KEVIN KLINGLER SERVED AS TRUSTEES OF THE FUND WITHOUT COMPENSATION FROM THE FUND FOR THOSE SERVICES. HOWEVER, THEY WERE COMPENSATED AS EMPLOYEES OF THE MICHIGAN REGIONAL COUNSIL OF CARPENTERS, WHICH WAS A CONTRIBUTING EMPLOYER TO THE FUND AND, AS SUCH, A "RELATED ORGANIZATION" AS THAT TERM IS DEFINED IN THE INSTRUCTIONS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | 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 | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | 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 | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | SCHEDULE R PARTS II III IV IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A MULTIEMPLOYER TRUST FUND AS DEFINED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 AS AMENDED THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS OF AUGUST 31 2013 THERE WERE 267 CONTRIBUTING EMPLOYERS TO THE FUND UNDER THE INSTRUCTIONS TO SCHEDULE R THOSE EMPLOYERS ARE CONSIDERED RELATED ORGANIZATIONS THE FUNDS ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF ALL CONTRIBUTING EMPLOYERS THE FOLLOWING IS A LISTING OF THOSE CONTRIBUTING EMPLOYERS A F CONSTRUCTION A C P OF LENAWEE INC AZCO INC ACOUSTICAL ARTS INC ADVANTAGE INDUSTRIAL SYS LLC ALBERICI CONSTRUCTORS ALFREDSON BROS CONSTRUCTION AMALIO CORPORATION AMERICAN INDUSTRIAL SUPPORT AMES GROUP LCCBHI ENERGY ANLAAN CORPORATION ANTON CABINETRY AP COM POWER INC ARBOR CONSTRUCTION PERSONNEL ARCHITECTUAL INTERIORS INSTLRS ARROW ACCOUSTICAL INC ARROW CONSTR R SCHEIDING ASSOCIATED CONSTRUCTION CO ATLANTIC PLANT MAINT INC AZCO INC B B CONTRACTING SERVICE CO B K B CONSTRUCTION INC B P MILLWRIGHT SERVICES LLC BDS INC B3 INSTALLATIONS INC BADGERO MARK BARTON MALOW CO BASELINE CONSTRUCTORS INC BATES CONSTRUCTION INC BEHLING ACOUSTICAL CO BLOOM ROOFING SYSTEMS INC BOLDT COMPANY BOUMA INTERIORS BRAND ENERGY SERVICES BRONNER WM AND SON CONTR BROWN BROWN GENERAL CONT INC BUCK CLIFFORD CONSTRUCTION CO BUILDING TRADES UNITED PEN C L S CONSTRUCTION SERVICE CMF GROUP CARDINAL CONTRACTING LLC CARRIER CONSTRUCTION CO INC CASE CONSTRUCTION CO INC CASTLES BROS INC CEDAR CREEK FLOORING CENTRAL INTERIORS INC CENTRAL PROCESS ENGINEERING CHRISTMAN CONSTRUCTORS INC CITY RENOVATION TRIM INC CLARK CONSTRUCTION INC CLARK UNION SERVICES CLOSNER CONSTRUCTION COAST TO COAST CONTRACTORS COLLINS DESIGNBUILD INC COMMERCIAL CONTRACTING INC COMMERCIAL CONTRACTORS INC COMPLETE OFFICE INTERIORS COMSTOCK CONSTRUCTION COMPANY CONKEY J R ASSOCIATES INC CONSTRUCTION LABOR SERVICES CONTINENTAL CONSTRUCTION INC COOK JACKSON CONTRACTORS CORNERSTONE COMPANY COWHYHAYES CONSTRUCTION INC CRITTENDEN CONST CO INC CRYDERMAN BUILDERS INC CUNNINGHAM CONSTRUCTION CO D S I COMPANY DANS EXCAVATING INC DAY ZIMMERMANN NPS DEARBORN MIDWEST CONVEYOR DELTA T CONSTRUCTION CO INC DEVERE CONSTRUCTION CO INC D H CONSTRUCTION COMPANY DHI SERVICES DOBIE CONSTRUCTION INC DOTSON CO THE DOVER COMPANY DRYDEN DIVING COMPANY INC EDMONDS JOHN DEMO CONST ENERFAB ERICKSON LINDSTROM CON ERICKSON TRUCKING SERVICE INC F A INDUSTRIAL SERVICES INC FARNELL CONTRACTING FASTDECKS INC FAULKNER CONSTRUCTION CO FESSLER BOWMAN FIRST CHOICE DISPLAYS INC FISKARS CONSTRUCTION CO INC FLOORING SERVICES INC FOULKE CONSTRUCTION COMPANY FREEMAN FRITZELLIS CONST CO INC GAERTNER BUILDERS GALL CONST OF AMERICA LTD GAVEN CONSTRUCTION CORP GEGARE TILE INC GEM INSTALLATION GENESYS SYSTEMS INTEGRATOR GERACE CONSTRUCTION CO INC GIBSONLEWIS GILMOUR CONSTRUCTION INC GOUGH INC GRAND RIVER CONSTRUCTION INC GRANGER CONSTRUCTION CO GRANGER CONTRACTING CO INC GREAT LAKES CEILING CARP INC GUNDLACH CHAMPION INC HACKETT CONSTRUCTION HANEL MATT CONSTRUCTION INC HARDMAN CONSTRUCTION INC HAUSSMAN CONST CO HAYNES CONSTRUCTION INC HEBERT CONSTRUCTION COMPANY HEINEMAN JR SONS INC HEINS LEO J INC HENDRICK RC AND SON INC HENKELS MCCOY INC HULL CA INC HUSSMAN SERVICES CORP IDEAL CONTRACTING IMPERIAL CRANE SERVICE INDUSTRIAL CONSTRUCTION SERVICE INDUSTRIAL MAINTENANCE SERVICE INTEGRITY INTERIORS INC INTERIOR INSTALLATIONS SRVS INTERIOR OFFICE INSTALLATIONS INTERNATIONAL COOLING TOWER IRISH CONSTRUCTION CO INC IRON MOUNTAIN ACOUSTIC J J WHITE INC J J WHITE INC JAD LEASING LLC JERGENS PIPING CORPORATION JOHNSON SERENUS SON CONST JOHNSON SERENUS PORTABLES LLC JONES CONSTRUCTION COMPANY K M CONTRACTING OF OHIO KAPPAZ ENTERPRISES KLEIN CABINETS AND INTERIORS KRIEGHOFF LENAWEE COMPANY L J H CONSTRUCTION LAMB LW INC LARKIN ENTERPRISES INC LARSONDANIELSON CONSTRUCTION LEIMENSTOLL SERVICES LEWIS CONSTRUCTION INC LINDBERG A SONS M C T SERVICES LLC M D G ENTERPRISES MARCY CONSTRUCTION COMPANY MARSHALL BUILDERS MASON ENGINEERING CONST MATRIX SERVICE IND CONT MCGUIRES PROFESSIONAL CONST MECHANICAL CONSULTANTS INC MERIDIAN INDUSTRIAL WELDING SER MEYER CR SONS COMPANY MICH CARPENTERS APPR TRNG MICHIGAN OVERHEAD DOOR MICHIGAN REGIONAL CNCL CARPENTERS MIDWEST COMMERCIAL CARPENTRY MILBOCKER SONS INC MILLWRIGHT SERVICES MIRON CONSTRUCTION CO INC MOORETROSPER CONSTRUCTION CO MUSKEGON QUALITY BLDRS INC N B PROCESSING INC NASHVILLE CONSTRUCTION CO NATIONWIDE INSTALLATION SVCS NESS ROY CON SALES NICHOLSON CONSTRUCTION NIELSEN COMMERCIAL CONST CO NORTHERN INDUSTRIAL CONST INC OBOYLE AND COMPANY OHARROW CONSTRUCTION CO PARK MCPHERSON DESIGN CONST PARKS DRILLING CO PASCOE JW PCI CONSTRUCTION SERVICES LLC PEARSON EQUIPMENT SERVICE PEREZ J CONSTRUCTION INC PETERSON IND SCAFFOLDING INC PHILLIPS ROBERT W LLC POWER SUPPORT SERVICES PRECISION INTERIORS LLC PRO SERVICES INC R L C R T U CONCEPTS LLC RV INSTALLATIONS INC RBE ONEILL PATRICK CO REICHENBACH CEILING RENSHAW CONSTRUCTION INC RHOADS JOHNSON LLC ROSEMA CORPORATION S E CARPENTERS MILLWRIGHTS H P S L H CONTRACTORS INC SAFWAY SERVICES LLC 89 SANCHES CONSTRUCTION CO SCAFFOLD DESIGN ERECTION SCHAEDLER ENTERPRISES INC SCHNABEL FOUNDATION SCHWEITZER INC SERENUS JOHN PORTABLES LLC SHARP SOLTIS CONSTR LLC SHEKELL RL INC SHMINA AZ INC SHOULDICE BROTHERS INC SIEMENS DEMATIC CORP SIEMENS PWR GENERATION SVCS CO SIWEK CONSTRUCTION COMPANY SKANSKA SLAGTER J SON CONSTRUCTION SNOWDEN INC SOCIAL SECURITY SORENSON GROSS SPENCE BROTHERS SPIEKER CO THE SPORT SYSTEMS UNLIMITED CORP ST COTTER TURBINE SERVICES STAINLESS SPECIALISTS INC STANDARD TILE INC STATE CONVEYOR SERVICE STATEWIDE INSTALLATIONS INC STONE WEBSTER CONSTR STUDMARK COMPANY SYSTEMS ENTERPRISE CORP SECO TCI ARCHITECTSENGINEERSCONT TEACHOUTS INDUSTRIAL THE AUSTIN COMPANY TOEBE WALTER CONSTRUCTION CO TOEBE CONSTRUCTION LLC TONN AND BLANK CONSTRUCTION TRICITY ACOUSTICAL TRIK CONSTRUCTION TRISTATE INSTALLATION TURBINE PRO TURNER BROOKS INC UBC NTNL JOB CORP TRAINING FUND UNIFIED CLEANROOM CONST LLC UNITED CONTRACTORS INC UNITED LABOR SERVICES INC UNITED PIPING INC VALLEY INTERIOR SYSTEMS INC VANDERBEEN MW CONSTR VANSTONOBRIEN INC VERHALEN INC W C CONSTRUCTORS INC W F CONSTRUCTION LLC W SOULE COMPANY WALBRIDGE EQUIPMENT INSTALLATION WALGREEN COMPANY WASHAW CONSTRUCTION INC WEIGAND CONSTRUCTION CO INC WENGER CORPORATION WEST MICHIGAN EARTH MANAGEMENT WHITCO INC WHITMARSH BUILDERS WOBIG CONSTRUCTION COMPANY WOODMASTER FRAME FINISH LLC WOODS CONSTRUCTION INC XTREME CONTRACTING Z CONTRACTORS ZENITH TECH INC ZIOLKOWSKI CONSTRUCTION INC ZOLNIEREK DAVID J INC | Explanation |