INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 AND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 AND (EIN 23-7003337)
Tax period: 2024-05-01 to 2025-04-30
Filed: 2026-02-10
IRS object ID: 202620419349302062
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-02-10T19:18:02-05:00	ReturnTs
Tax Period End	2025-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	205520612	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	L M HENDERSON & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 E 96TH ST STE 200	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	462403797	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237003337	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IUOE LOCALS 181 320 AND TVA H&W	BusinessNameLine1Txt
Business Name Line2	TRUST FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	INTE	BusinessNameControlTxt
Phone	2708266750	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1179	AddressLine1Txt
City	HENDERSON	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	42419	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM L JOHNSON JR	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2708266750	PhoneNum
Signature	2026-02-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHELLE L ZIMMERMAN	PreparerPersonNm
PTIN	P00266120	PTIN
Phone	3175661000	PhoneNum
Preparation	2026-02-10	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	WILLIAM L JOHNSON JR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1179	AddressLine1Txt
City	HENDERSON	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	42419	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$50,511,199	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.IUOELOCAL181.ORG	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1968	FormationYr
Legal Domicile State	KY	LegalDomicileStateCd
Activity Or Mission	THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	6	TotalEmployeeCnt
Total Gross UBI	$1,616,326	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$51,530,233	PYProgramServiceRevenueAmt
CY Program Service Revenue	$47,846,261	CYProgramServiceRevenueAmt
PY Investment Income	$1,471,980	PYInvestmentIncomeAmt
CY Investment Income	$2,550,448	CYInvestmentIncomeAmt
PY Other Revenue	$116,878	PYOtherRevenueAmt
CY Other Revenue	$114,490	CYOtherRevenueAmt
PY Total Revenue	$53,119,091	PYTotalRevenueAmt
CY Total Revenue	$50,511,199	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$46,771,865	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$48,167,400	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$588,879	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$687,011	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,739,419	PYOtherExpensesAmt
CY Other Expenses	$2,905,112	CYOtherExpensesAmt
PY Total Expenses	$50,100,163	PYTotalExpensesAmt
CY Total Expenses	$51,759,523	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,018,928	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,248,324	CYRevenuesLessExpensesAmt
Total Assets BOY	$93,066,718	TotalAssetsBOYAmt
Total Assets EOY	$96,849,103	TotalAssetsEOYAmt
Total Liabilities BOY	$1,028,912	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,087,728	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$92,037,806	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$95,761,375	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$51,759,523	ExpenseAmt
Desc	THE EMPLOYEE BENEFIT PLAN PROVIDES DEATH BENEFITS AND BENEFITS FOR MEDICAL CARE DUE TO ACCIDENT OR ILLNESS. THE PLAN COVERS SUBSTANTIALLY ALL MEMBERS PRIMARILY IN INDIANA, KENTUCKY, AND ALABAMA.	Desc
Total Program Service Expenses	$51,759,523	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	STACEY AUSENBAUGH	PersonNm
Phone	2708266750	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	700 NORTH ELM STREET	AddressLine1Txt
City	HENDERSON	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	42420	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
AARON PURDUE ALTERNATE
ALTERNATE TR	3.00	Yes (X)	$0	$0	$0
BRAD BYFORD
TRUSTEE	3.00	Yes (X)	$0	$0	$0
THOMAS COUNTS
TRUSTEE	3.00	Yes (X)	$0	$0	$0
WILLIAM B DEATON
TRUSTEE	3.00	Yes (X)	$0	$0	$0
STEVEN R DEIG
TRUSTEE	3.00	Yes (X)	$0	$0	$0
CARL R DODGE
TRUSTEE	3.00	Yes (X)	$0	$0	$0
JEFF GLASS
ALTERNATE TR	3.00	Yes (X)	$0	$0	$0
CHRIS HAYDEN
TRUSTEE	3.00	Yes (X)	$0	$0	$0
WILLIAM L JOHNSON JR
CHAIRMAN	3.00	Yes (X)	$0	$0	$0	Yes (X)
CORY KUYKENDALL
TRUSTEE	3.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ANTHEM
PO BOX 951254	CLEVELAND	OH	44193	CLAIMS PROCESS.	$1,851,673
NATIONAL INVESTMENT SERVICES
770 E WISCONSIN AVE SUITE 2350	MILWAUKEE	WI	53202	INVESTMENT MGMT	$181,267
BENESYS INC
13801 RIVERPORT DRIVE SUITE 501	MARYLAND HEIGHTS	MO	63043	THIRD PARTY ADM	$155,976

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	$43,933,062	$43,933,062
PARTICIPANT CONTRIBUTIONS	$3,913,199	$3,913,199

Field	Value	IRS element (for citing)
Total Program Service Revenue	$47,846,261	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,616,326	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,616,326	UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$934,122	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$934,122	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$934,122	TotalRevenueColumnAmt
Related Or Exempt Func Income	$934,122	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
COLLECTION FEES	900002	$100,881	$100,881
MISCELLANEOUS		$13,609	$13,609

Field	Value	IRS element (for citing)
Other Revenue Total	$114,490	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$50,511,199	TotalRevenueColumnAmt
Related Or Exempt Func Income	$48,780,383	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,616,326	UnrelatedBusinessRevenueAmt
Exclusion	$114,490	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$48,167,400	TotalAmt
Program Services	$48,167,400	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$361,537	TotalAmt
Program Services	$361,537	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$297,641	TotalAmt
Program Services	$297,641	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$27,833	TotalAmt
Program Services	$27,833	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$52,527	TotalAmt
Program Services	$52,527	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$82,915	TotalAmt
Program Services	$82,915	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,441,644	TotalAmt
Program Services	$2,441,644	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$110,996	TotalAmt
Program Services	$110,996	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$26,007	TotalAmt
Program Services	$26,007	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$40,647	TotalAmt
Program Services	$40,647	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,901	TotalAmt
Program Services	$8,901	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$35,100	TotalAmt
Program Services	$35,100	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
EQUIPMENT RENTAL	$55,632	$55,632
PCORI FEES	$19,569	$19,569
BANK SERVICE CHARGES	$11,847	$11,847
TELEPHONE	$10,068	$10,068

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,259	TotalAmt
Program Services	$9,259	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,759,523	TotalAmt
Program Services	$51,759,523	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$231,063	BOYAmt
EOY	$84,041	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,407,391	BOYAmt
EOY	$4,369,257	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,575,717	BOYAmt
EOY	$7,061,441	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$18,316	BOYAmt
EOY	$22,565	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$100,068	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$86,700	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$18,705	BOYAmt
EOY	$13,368	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$81,764,059	BOYAmt
EOY	$85,241,289	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$51,467	BOYAmt
EOY	$57,142	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$93,066,718	BOYAmt
EOY	$96,849,103	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$957,830	BOYAmt
EOY	$1,003,579	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$51,467	BOYAmt
EOY	$57,142	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,615	BOYAmt
EOY	$27,007	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,028,912	BOYAmt
EOY	$1,087,728	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$92,037,806	BOYAmt
EOY	$95,761,375	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$92,037,806	BOYAmt
EOY	$95,761,375	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$93,066,718	BOYAmt
EOY	$96,849,103	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,248,324	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,969,930	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,963	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$100,068	OtherCostOrOtherBasisAmt
Depreciation	$86,700	DepreciationAmt
Book Value	$13,368	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$13,368	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CORPORATE BOND FUNDS	$45,223,256	F
FIXED INCOME SECURITIES	$21,161,930	F
STOCK FUNDS	$17,244,271	F
LIMITED PARTNERSHIPS	$1,611,832	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$85,241,289	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ACCRUED PAYROLL	$24,318
ACCRUED PAYROLL WITHHOLDINGS	$2,689

Field	Value	IRS element (for citing)
Total Liability	$27,007	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$55,280,109	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,969,930	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$4,969,930	RevenueNotReportedAmt
Revenue Subtotal	$50,310,179	RevenueSubtotalAmt
Investment Expenses Not Incld	$201,020	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$201,020	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$50,511,199	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$51,556,540	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$51,556,540	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$201,020	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$1,963	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$202,983	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$51,759,523	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PAGE 3, PART X

THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN MAY 1970, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS DESIGNED AND IS OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN IS SUBJECT TO EXAMINATIONS FOR A PERIOD OF THREE YEARS FROM THE DATE THE FORM 5500 IS FILED.

SCHEDULE D, PAGE 4, PART XII, LINE 4B

BOOK / TAX DEPRECIATION DIFFERENCE 1,963

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THE ORGANIZATION'S MISSION IS TO OFFER AN EMPLOYEE BENEFIT PLAN WHICH PROVIDES HEALTHCARE BENEFITS AND DEATH BENEFITS TO ITS MEMBERS. THE PLAN COVERS SUBSTANTIALLY ALL ELIGIBLE MEMBERS IN INDIANA, KENTUCKY, AND ALABAMA.
FORM 990, PAGE 6, PART VI, LINE 7A	ONE HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES LOCAL UNION 181, AND THE OTHER HALF OF THE BOARD OF TRUSTEES IS APPOINTED BY VARIOUS CONTRACTOR ASSOCIATIONS.
FORM 990, PAGE 6, PART VI, LINE 7B	CONTRIBUTION RATES ARE APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 11B	PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PLAN ADMINISTRATOR.
FORM 990, PAGE 6, PART VI, LINE 15B	ALL COMPENSATION RATES ARE APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9	BOOK / TAX DEPRECIATION DIFFERENCE 1,963

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED LIST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED LIST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Direct Controlling NA	N/A	DirectControllingNACd
Disproportionate Allocations	false	DisproportionateAllocationsInd
General Or Managing Partner	false	GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED LIST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd