NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND (EIN 53-0215881)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201212269349302426
- Schema version
- 2011v1.2
- Note
- A later return for the same period supersedes this one.
- 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 | 2012-08-13T15:40:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208078757 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530215881 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 3015771700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 CORPORATE DRIVE | AddressLine1 |
| City | LANDOVER | City |
| State | MD | State |
| ZIP Code | 20785 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL W JACOBSON | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 3015771700 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES L UNDERWOOD JR | Name |
| PTIN | P01259271 | PTIN |
| Phone | 3018307400 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL W JACOBSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 CORPORATE DRIVE | AddressLine1 |
| City | LANDOVER | City |
| State | MD | State |
| ZIP Code | 20785 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1826774056 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NASIFUND.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER A CBA & PARTICIPATION AGRMNTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 66 | 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 | 147733081 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 155455485 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23084645 | InvestmentIncomePriorYear |
| Investment Income Current Year | 21278813 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 170817726 | TotalRevenuePriorYear |
| Total Revenue Current Year | 176734298 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 161536978 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 150888797 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3529148 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3592081 | 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 | 3879127 | OtherExpensePriorYear |
| Other Expenses Current Year | 3649377 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 168945253 | TotalExpensesPriorYear |
| Total Expenses Current Year | 158130255 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1872473 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18604043 | RevenuesLessExpensesCY |
| Total Assets BOY | 383052707 | TotalAssetsBOY |
| Total Assets EOY | 374763140 | TotalAssetsEOY |
| Total Liabilities BOY | 42958914 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19548161 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 340093793 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 355214979 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER A COLLECTIVE BARGAINING AGREEMENT AND PARTICIPATION AGREEMENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | N/A | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9796 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 66 | 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 |
| 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 | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | 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 | MICHAEL W JACOBSON ADMINISTRATOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3015771700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 CORPORATE DRIVE | AddressLine1 |
| City | LANDOVER | City |
| State | MD | State |
| ZIP Code | 20785 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN D BODINE SR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| FRED BARALL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL R MAHLER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PETER GIBBONS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SHAWN BROADRICK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CORNELIUS J CAHILL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E TUCKER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RUSSELL P FLEMING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES F LYNCH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL W JACOBSON | |||||||
| ADMINISTRATOR | 10.00 | 45718 | 138558 | 84506 | X | ||
| JOHN EGER | |||||||
| ASSISTANT ADMINISTRATOR | 13.00 | 55857 | 112303 | 67352 | X | ||
| DAN CURRY | |||||||
| IT MANAGER | 21.00 | 59102 | 51852 | 47288 | X | ||
| WILLIAM SAPP | |||||||
| COMPUTER PROGRAMMER | 17.00 | 43030 | 57367 | 44725 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 203707 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 360080 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 243871 | 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 (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 606015099 | CLAIMS PROCESSING | 6253146 |
| E-PLAN | |||||
| 22601 N 19TH AVE SUITE 22 | PHOENIX | AZ | 85027 | CLAIMS PROCESSING | 931097 |
| AMERICAN HEALTH HOLDING INC | |||||
| 100 W OLD WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | MEDICAL CLAIMS REVIEW | 616434 |
| SMITH GRAHAM & CO INVESTMENT ADVISORS | |||||
| 140 BROADWAY 45TH FLOOR | NEW YORK | NY | 10005 | INVESTMENT ADVISORY | 365093 |
| THE SEGAL COMPANY | |||||
| 1920 N STREET NW SUITE 400 | WASHINGTON | DC | 200361659 | ACTUARIAL & CONSULTING | 329283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UNDER UNION AGREEMENT | 900099 | 138473290 | 138473290 |
| PARTICIPANTS' CONTR. | 900099 | 16940945 | 16940945 |
| LIQUIDATED DAMAGES | 900099 | 41250 | 41250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 155455485 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16575734 | TotalRevenueColumn |
| Exclusion | $16,575,734 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1654742837 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1650039758 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4703079 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4703079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4703079 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 176734298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 160158564 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,575,734 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150888797 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203707 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1972899 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 742006 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496746 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176723 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267063 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152903 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 841584 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209753 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94014 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32092 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CLAIMS COST MANAGEMENT | 727621 |
| INSURANCE CONSULTATION | 286082 |
| POSTAGE & SHIPPING | 251720 |
| PRINTING & PUBLICATIONS | 176643 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609902 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158130255 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6563265 | BOY |
| EOY | 15471324 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39379871 | BOY |
| EOY | 17033636 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57060 | BOY |
| EOY | 71336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1791251 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1706635 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94272 | BOY |
| EOY | 84616 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328460568 | BOY |
| EOY | 329465590 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8497671 | BOY |
| EOY | 12636638 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383052707 | BOY |
| EOY | 374763140 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41321672 | BOY |
| EOY | 18294281 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1637242 | BOY |
| EOY | 1253880 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42958914 | BOY |
| EOY | 19548161 | 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 | 340093793 | BOY |
| EOY | 355214979 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340093793 | BOY |
| EOY | 355214979 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383052707 | BOY |
| EOY | 374763140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 18604043 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3482857 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| 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
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1791251 | OtherCostOrOtherBasis |
| Depreciation | 1706635 | Depreciation |
| Book Value | 84616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 84616 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN ESCROW | $476,697 |
| OUTSTANDING HEALTH & WELFARE CLAIM CHECKS | $777,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1253880 | TotalOfAmounts |
| Total Revenue | 176734298 | TotalRevenue |
| Total Expenses | 158130255 | TotalExpenses |
| Excess Or Deficit For Year | 18604043 | ExcessOrDeficitForYear |
| Other | -$3,482,857 | OtherAmount |
| Total Adjustments | -3482857 | TotalAdjustments |
| Excess Or Deficit Per FS | 15121186 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 174515214 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3482857 | NetUnrealizedGainsInvestments |
| Other Revenues | 2105357 | OtherRevenues |
| Revenue Not Rptd F990 | -1377500 | RevenueNotRptdF990 |
| Revenue Subtotal | 175892714 | RevenueSubtotal |
| Investment Expenses Not Included | 841584 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 841584 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 176734298 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 157288671 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 157288671 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 841584 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 841584 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 158130255 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED APPRECIATION (DEPRECIATION) ON INVESTMENTS -3,482,857. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RETIRED EMPLOYEE SUBSIDY ACCOUNT CONTRIBUTIONS (RESA) RETIRED EMPLOYEE SUBSIDY ACCOUNT HEALTH PREMIUM PAID |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL W JACOBSON | |||||||||||||
| 41734 | 126484 | 0 | 0 | 3984 | 12074 | 2458 | 19050 | 15629 | 47369 | 63805 | 204977 | 0 | 0 |
| JOHN EGER | |||||||||||||
| 50496 | 101524 | 0 | 0 | 5361 | 10779 | 2784 | 5501 | 19620 | 39447 | 78261 | 157251 | 0 | 0 |
| DAN CURRY | |||||||||||||
| 59102 | 51852 | 0 | 0 | 0 | 0 | 0 | 0 | 25189 | 22099 | 84291 | 73951 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | MICHAEL W. JACOBSON PARTICIPATES IN A NONQUALIFED DEFERRED COMP PLAN. BALANCE FOR ALL AFFILIATED FUNDS - $142,646. JOHN EGER PARTICIPATES IN A NONQUALIFED DEFERRED COMP PLAN. BALANCE FOR ALL AFFILIATED FUNDS - $22,329. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE LOCAL 669 OFFICERS ARE TRUSTEES FOR THE NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NATIONAL FIRE SPRINKLER ASSOCIATION APPOINTS MGMT TRUSTEES, THE UNITED ASSOCIATION APPOINTS CERTAIN UNION TRUSTEES AND OFFICERS OF L.669, ELECTED BY ITS MEMBERS, WHO ARE PARTICIPANTS IN THIS PLAN, ARE APPOINTED TRUSTEES OF THE NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PRESENTED TO THE TRUSTEES AT THE AUGUST 2012 MEETING FOR REVIEW. FUND ADMINISTRATOR HAS BEEN DESIGNATED BY THE JOINT BOARD OF TRUSTEES TO REVIEW AND SIGN THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12 | THE TRUST IS GOVERNED BY ERISA AND THE BOARD OF TRUSTEES COMPLY WITH THE CONFLICTS OF INTEREST REQUIREMENTS ESTABLISHED BY ERISA. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE INDEPENDENT BOARD OF TRUSTEES REVIEWS AND APPROVES THE ADMINISTRATORS SALARY ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST AND THROUGH THE 5500 FILING WITH THE DEPARTMENT OF LABOR. | |
| FORM 990, PART VII | JOHN D. BODINE, SR - 7050 OAKLAND MILLS RD, COLUMBIA, MD 21046. FRED BARALL - 40 JON BARRETT ROAD, PATTERSON, NY 12563. MICHAEL R. MAHLER - 1544 S. 3RD STREET, ST LOUIS, MO 63104. PETER GIBBONS - 46 ROCKLAND STREET, BOSTON, MA 02132. SHAWN BROADRICK - 7050 OAKLAND MILLS RD, COLUMBIA, MD 21046. CORNELIUS J. CAHILL - 40 JON BARRETT ROAD, PATTERSON, NY 12563. JAMES E. TUCKER - 7050 OAKLAND MILLS RD, COLUMBIA, MD 21046. RUSSELL P. FLEMING - 40 JON BARRETT ROAD, PATTERSON, NY 12563. JAMES F. LYNCH - 40 JON BARRETT ROAD, PATTERSON, NY 12563. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | UNREALIZED APPRECIATION (DEPRECIATION) ON INVESTMENTS -3,482,857. TOTAL TO FORM 990, PART XI, LINE 5: -3,482,857. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND HAS NOT CHANGED ITS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 526054620 | DEFINED BENEFIT PENSION PLAN | MD | SECTION 401(A)(4) | 0 |
| NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 237351551 | HEALTH & WELFARE FUND | MD | SECTION 501(C)(9) | 0 |
| NATIONAL AUTOMATIC SPRINKLER METAL TRADES PENSION FUND | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 526133856 | DEFINED BENEFIT PENSION PLAN | MD | SECTION 401(A)(4) | 0 |
| NATIONAL AUTOMATIC SPRINKLER LOCAL 669 UA EDUCATION FUND | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 526035213 | EDUCATION FUND | MD | SECTION 501(C)(5) | 0 |
| SPRINKLER FITTER LOCAL 696 UNEMPLOYMENT COBRA ASSISTANCE PLAN | ||||||||
| 41-43 E WILLOW STREET | MILLBURN | NJ | 07041 | 223201568 | HEALTH & WELFARE FUND | NJ | SECTION 501(C)(9) | 0 |
| SPRINKLER INDUSTRY SUPPLEMETAL PENSION FUND | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 141595069 | DEFINED CONTRIBUTION PENSION PLAN | MD | SECTION 401(A)(4) | 0 |
| UA INTERNATIONAL TRAINING FUND | ||||||||
| 901 MASS AVE NW | WASHINGTON | DC | 20001 | 530238416 | EDUCATION FUND | DC | SECTION 501(C)(5) | 0 |
| NATIONAL AUTOMATIC SPRINKLER INDUSTRY FUND OFFICE EMPLOYEE PENSION PLAN | ||||||||
| 8000 CORPORATE DRIVE | LANDOVER | MD | 20785 | 530215881 | DEFINED BENEFIT PENSION PLAN | MD | SECTION 401(A)(4) | 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 |
| 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |