JACKSONVILLE PLUMBERS & PIPEFITTERS HEALTH & WELFARE<FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE PLUMBERS & PIPEFITTERS HEALTH & WELFARE<FUND (EIN 59-0810108)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-27
- IRS object ID
- 201321789349300507
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-06-27T08:49:03-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592892813 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNON & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 UNIVERSITY BLVD W SUITE A-2 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322172120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590810108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE PLUMBERS AND PIPEFITTERS | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 9045380100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322568364 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W W GAY | Name |
| Title | CHAIRMAN | Title |
| Phone | 9045380100 | Phone |
| Date Signed | 2013-06-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES R SHOFFNER | Name |
| PTIN | P00296143 | PTIN |
| Phone | 9047307709 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | W W GAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322568364 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10707022 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH CARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | 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 | 8410428 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8202655 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 200762 | InvestmentIncomePriorYear |
| Investment Income Current Year | 203123 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8611190 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8405778 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 6912455 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6506355 | 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 | 857193 | OtherExpensePriorYear |
| Other Expenses Current Year | 855483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7769648 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7361838 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 841542 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1043940 | RevenuesLessExpensesCY |
| Total Assets BOY | 10702766 | TotalAssetsBOY |
| Total Assets EOY | 11967541 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10702766 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11967541 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6506355 | Expense |
| Description | PAYMENTS OF MEDICAL CLAIMS FOR PLAN PARTICIPANTS INCLUDING THEIR DEPENDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157688 | Expense |
| Description | REMITTANCE OF EMPLOYER CONTRIBUTIONS PAID INTO THE FUND FOR UNION MEMBERS OUTSIDE OF LOCAL UNION #234 BUT WORKING ON A RECIPROCAL BASIS WITHIN THE JURISDICTION OF LOCAL UNION #234 TO THE APPROPRIATE RECIPROCAL UNION BENEFIT FUND | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6664043 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 608 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 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 | DAVID MAST - NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9045380100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE RD BLDG 5 SUITE 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| W W GAY | |||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 |
| RONNY ANDREWS | |||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 |
| RUSSELL DRAWDY | |||||
| ASST SECRETARY | 5.00 | X | 0 | 0 | 0 |
| DAVID TANKERSLY | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| JAMES HENDRICKS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| LARRY COGBURN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| MICHAEL WOOD | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BENNIE CRAVEN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| KELLEN JORDAN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BENJAMIN CLARK | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| AETNA | |||||
| 821 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | CONTRACT ADMIN | 264316 |
| NEBA | |||||
| 8657 BAYPINE RD BLDG 5 STE 200 | JACKSONVILLE | FL | 32256 | THIRD PARTY ADMIN | 184018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER AND PARTICIPA | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8202655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8202655 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8202655 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 211494 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2292873 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2301244 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8371 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8371 | TotalRevenueColumn |
| Related Or Exempt Function Income | -8371 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8405778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8405778 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6506355 | Total |
| Program Services | 6506355 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448334 | Total |
| Management And General | 448334 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40555 | Total |
| Management And General | 40555 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77085 | Total |
| Management And General | 77085 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37686 | Total |
| Management And General | 37686 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40440 | Total |
| Management And General | 40440 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19296 | Total |
| Management And General | 19296 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2075 | Total |
| Management And General | 2075 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11907 | Total |
| Management And General | 11907 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11129 | Total |
| Management And General | 11129 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RECIPROCAL TRANSFERS | 157688 | 157688 | |
| BANK CHARGES | 8860 | 8860 | |
| DUES | 428 | 428 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7361838 | Total |
| Program Services | 6664043 | ProgramServices |
| Management And General | 697795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023678 | BOY |
| EOY | 1282269 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7679088 | BOY |
| EOY | 10685272 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10702766 | BOY |
| EOY | 11967541 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10702766 | BOY |
| EOY | 11967541 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10702766 | BOY |
| EOY | 11967541 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10702766 | BOY |
| EOY | 11967541 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1043940 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 220835 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 8405778 | TotalRevenue |
| Total Expenses | 7361838 | TotalExpenses |
| Excess Or Deficit For Year | 1043940 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 220835 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 220835 | TotalAdjustments |
| Excess Or Deficit Per FS | 1264775 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8588927 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 220835 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 220835 | RevenueNotRptdF990 |
| Revenue Subtotal | 8368092 | RevenueSubtotal |
| Investment Expenses Not Included | 37686 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37686 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8405778 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7324152 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7324152 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 37686 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 37686 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7361838 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PARTS XI, XII AND XIII: ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GAAP. NON-GAAP FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES CONTRACTS WITH NATIONAL EMPLOYEE BENEFIT ADMINISTRATORS, INC. TO PERFORM DAY TO DAY MANAGEMENT AND BENEFIT PROCESSING FUNCTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED IN DETAIL BY MEMBERS OF THE BOARD OF TRUSTEES BEFORE FORM 990 IS APPROVED, SIGNED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE AT EACH BOARD MEETING THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN BOARD DELIBERATIONS AND DECISIONS RELATED TO TRANSACTIONS WHERE THERE IS A CONFLICT OF INTEREST. | |
| THE ORGANIZATION DOES NOT COMPENSATE ANY TRUSTEE. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 220,835. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 99O, PART XII, LINE 2B: | NON-GAAP FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. |