NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND (EIN 51-0210922)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-31
- IRS object ID
- 201440319349300219
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-31T16:44:46-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320043599 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 510210922 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ROOFERS UNION & EMPLOYERS | BusinessNameLine1 |
| Business Name Line2 | JOINT HEALTH & WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 3034264984 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21240 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN PLESCIA | Name |
| Title | TRUSTEE | Title |
| Phone | 3034264984 | Phone |
| Date Signed | 2014-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG RESCH | Name |
| PTIN | P00844633 | PTIN |
| Phone | 3123680500 | 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 | JOHN PLESCIA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21240 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12729901 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6539907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6431902 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 447515 | InvestmentIncomePriorYear |
| Investment Income Current Year | 489785 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4041 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11231 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6991463 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6932918 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 5514735 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 5779845 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 477067 | OtherExpensePriorYear |
| Other Expenses Current Year | 413840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5991802 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6193685 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 999661 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 739233 | RevenuesLessExpensesCY |
| Total Assets BOY | 10152006 | TotalAssetsBOY |
| Total Assets EOY | 11349409 | TotalAssetsEOY |
| Total Liabilities BOY | 40963 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7333 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10111043 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11342076 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRINGE BENEFIT SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3034264984 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 21240 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80221 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 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 |
|---|---|---|---|---|---|---|
| KINSEY ROBINSON | ||||||
| TRUSTEE | 1.00 | 35.00 | X | 0 | 294934 | 45129 |
| JOHN PLESCIA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS CONWAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK REEVES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL BLASKI | ||||||
| TRUSTEE | 1.00 | 35.00 | X | 0 | 148628 | 38735 |
| DOUG ZIEGLER | ||||||
| TRUSTEE | 1.00 | 18.00 | X | 0 | 52793 | 15610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 496355 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99474 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FRINGE BENEFIT SERVICES INC | |||||
| 7010 N BROADWAY SUITE 106 | DENVER | CO | 80221 | THIRD PARTY ADMINISTRATOR | 210415 |
| CIGNA | |||||
| PO BOX 644546 | PITTSBURGH | PA | 15264 | MEDICAL PPO PROVIDER | 199310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 6297772 | 6297772 |
| PARTICIPANT CONTRIB | 900099 | 80297 | 80297 |
| PRESCRIPTION REBATES | 900099 | 53833 | 53833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6431902 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 374004 | TotalRevenueColumn |
| Exclusion | $374,004 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5912764 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5796983 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 115781 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115781 | TotalRevenueColumn |
| Exclusion | $115,781 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11231 | TotalRevenueColumn |
| Exclusion | $11,231 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11231 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6932918 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6431902 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $501,016 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5779845 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181572 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63063 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44354 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22672 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69500 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8161 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15011 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5251 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 4256 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6193685 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131254 | BOY |
| EOY | 222163 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 887452 | BOY |
| EOY | 602763 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 580762 | BOY |
| EOY | 552095 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3091 | BOY |
| EOY | 3569 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8335071 | BOY |
| EOY | 9180362 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214376 | BOY |
| EOY | 788457 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10152006 | BOY |
| EOY | 11349409 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40963 | BOY |
| EOY | 7333 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40963 | BOY |
| EOY | 7333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10111043 | BOY |
| EOY | 11342076 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10111043 | BOY |
| EOY | 11342076 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10152006 | BOY |
| EOY | 11349409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 739233 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 491800 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BUSINESS DEVELOPMENT COMPANY INVESTMENT FUND | 566485 | F |
| ULLICO COMMINGLED MORTGAGE ACCOUNT | 221972 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 788457 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7402046 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 491800 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 491800 | RevenueNotRptdF990 |
| Revenue Subtotal | 6910246 | RevenueSubtotal |
| Investment Expenses Not Included | 22672 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22672 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6932918 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6171013 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6171013 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 22672 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 22672 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6193685 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KINSEY ROBINSON | ||||||||||||||
| TRUSTEE | 0 | 189754 | 0 | 0 | 0 | 105180 | 0 | 19924 | 0 | 25205 | 0 | 340063 | 0 | 0 |
| PAUL BLASKI | ||||||||||||||
| TRUSTEE | 0 | 132828 | 0 | 0 | 0 | 15800 | 0 | 10204 | 0 | 28531 | 0 | 187363 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WHILE THE BOARD OF TRUSTEES RETAINS THE ULTIMATE RESPONSIBILITY, THEY HAVE DELEGATED THE DAY TO DAY MANAGEMENT DUTIES TO FRINGE BENEFITS SERVICES, INC. AS THIRD PARTY ADMINISTRATOR OF THE FUND. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S ENTIRE GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | FUND PERSONNEL HAVE THE CONTINUING RESPONSIBILITY TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IN ANY DETERMINATION BY THE TRUSTEES OF A CONFLICT OF INTEREST, THE PERSON WITH THE CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND DETERMINATION OF SUCH CONFLICT. DISCLOSURE OF A CONFLICT OF INTEREST SHOULD BE MADE TO THE ADMINISTRATIVE MANAGER, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING TRUSTEES SHOULD BE MADE TO THE CHAIRMAN OF THE BOARD OF TRUSTEES, WHO SHALL BRING THESE MATTERS TO THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF. THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE FUND. THE DECISION OF THE TRUSTEES OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN SHALL BE THE WELFARE OF THE PLAN AND THE ADVANCEMENT OF ITS PURPOSE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|
| AZ ROOFERS LOCAL #135 | |||||||
| 1917 E WASHINGTON | PHOENIX | AZ | 85034 | 860043339 | LOCAL UNION | 501(C)5 | 0 |
| NV ROOFERS JATC | |||||||
| 4125 ARCTIC SPRING AVESTE 4 | LAS VEGAS | NV | 89115 | 880213922 | APPRENTICESHIP | 501(C)5 | 0 |
| NV ROOFERS LOCAL #162#5 | |||||||
| 4125 ARCTIC SPRINGS AVE | LAS VEGAS | NV | 89115 | 880090136 | LOCAL UNION | 501(C)5 | 0 |
| OK ROOFERS JATC | |||||||
| 111 NE 26TH ST | OKLAHOMA CITY | OK | 73105 | 262674094 | APPRENTICESHIP | 501(C)3 | 0 |
| ROOFERS LOCAL UNION #143 | |||||||
| 111 NE 26TH STREET | OKLAHOMA CITY | OK | 73105 | 730386430 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #182 | |||||||
| 750 49TH ST | MARION | IA | 52302 | 420886545 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #182 | |||||||
| 750 49TH ST | MARION | IA | 52302 | 420886545 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #20 | |||||||
| 6321 BLUE RIDGE BLVD STE 202 | RAYTOWN | MO | 64133 | 440413575 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #317 | |||||||
| 3260 WINBOURNE AVENUE | BATON ROUGE | LA | 70805 | 720457699 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #6 | |||||||
| 1003 BELVEDERE RD | WEST PALM BEACH | FL | 33405 | 582406030 | LOCAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL UNION #91 | |||||||
| 2261 SO REDWOOD RD SUITE N | SALT LAKE CITY | UT | 84119 | 870186349 | LOCAL UNION | 501(C)5 | 0 |
| UNITED UNION OF ROOFERS ET AL | |||||||
| 1660 L STREET NW STE 800 | WASHINGTON | DC | 20036 | 530260605 | INTERNATIONAL UNION | 501(C)5 | 0 |
| ROOFERS LOCAL 176 | |||||||
| PO BOX 729 | GREENBRIER | TN | 37073 | LOCAL UNION | 501(C)5 | 0 | |
| ROOFERS LOCAL UNION #58 | |||||||
| 404 N SPRUCE STREET | COLORADO SPRINGS | CO | 80905 | LOCAL UNION | 501(C)5 | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (49 entries)
| Primary ActivityPrimaryActivity | Controlled OrgControlledOrg |
|---|---|
| A W FARRELL & SON INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ANTHONY ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| APPLIED TECHNOLOGY DIVISION | |
| CONTRIBUTING EMPLOYER | 0 |
| ARIZONA ROOF CONSULTANT LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| ASCENSION ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| BAILEY ROOFING CONTRACTORS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BENNETT & BROSSEAU ROOFING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| CENTRAL STATES ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| COMMERCIAL ROOFERS | |
| CONTRIBUTING EMPLOYER | 0 |
| CONTRACTORS WATERPROOFING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| CRIBBS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| DEAN ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| DFW PRO ROOFING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| DRYSPACE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| EAGLE ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| EBERHARD SOUTHWEST | |
| CONTRIBUTING EMPLOYER | 0 |
| FEY ROOFING AND SHEETMETAL | |
| CONTRIBUTING EMPLOYER | 0 |
| FRONT RANGE ROOFING SYSTEMS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| GENERAL CAULKING & COATING CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HAMMOND CAULKING CO | |
| CONTRIBUTING EMPLOYER | 0 |
| KIRBERG ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| LOS ALAMOS NATIONAL SECURITY LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| NOORDA SHEET METAL CO | |
| CONTRIBUTING EMPLOYER | 0 |
| PELLERIN & WALLACE | |
| CONTRIBUTING EMPLOYER | 0 |
| QUALITY EXTERIOR SERVICES LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| RAM CONSTRUCTION SERVICES | |
| CONTRIBUTING EMPLOYER | 0 |
| ROTH BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ROTH BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ROTH BROS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| ROYAL ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| RSS | |
| CONTRIBUTING EMPLOYER | 0 |
| RSS ROOFING SERVICES & SOLUTIONS | |
| CONTRIBUTING EMPLOYER | 0 |
| SALOMON ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| SCHREIBER CORPORATION | |
| CONTRIBUTING EMPLOYER | 0 |
| SELLERS & MARQUIS LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| SHAY ROOFING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SILVER STATE WATERPROOFING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| SOUTHWESTERN ROOFING & METAL | |
| CONTRIBUTING EMPLOYER | 0 |
| STANDARD ROOFING & SHEET METAL | |
| CONTRIBUTING EMPLOYER | 0 |
| STAR ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| SUPERIOR ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| SW RESTORATION & WATERPROOFING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| T & K ROOFING COMPANYINC | |
| CONTRIBUTING EMPLOYER | 0 |
| TECHNICOAT WATERPROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| TECTA AMERICA LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| THE ELLIS COMPANY INC | |
| CONTRIBUTING EMPLOYER | 0 |
| TRIPLE M ROOFING COMPANY | |
| CONTRIBUTING EMPLOYER | 0 |
| UTAH TILE & ROOFING INC | |
| CONTRIBUTING EMPLOYER | 0 |
| VAUGHAN ROOFING | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |