AFL-CIO HEALTH & WELFARE TR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AFL-CIO HEALTH & WELFARE TR (EIN 38-6847980)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349306727
- 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 | 2012-11-14T18:28:34-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 WE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | 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 | 386847980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFL-CIO HEALTH & WELFARE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AFL- | NameControl |
| Phone | 2026375250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY GRAY | Name |
| Title | TRUSTEE | Title |
| Phone | 2026375250 | Phone |
| Date Signed | 2012-08-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT E HALLBERG | Name |
| PTIN | P01081188 | PTIN |
| Phone | 2023319880 | Phone |
| 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 | TIMOTHY GRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 16TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 31537419 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | 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 | 29193394 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 31410876 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6540 | InvestmentIncomePriorYear |
| Investment Income Current Year | 126543 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29199934 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31537419 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 23096705 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 31711388 | 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 | 706786 | OtherExpensePriorYear |
| Other Expenses Current Year | 637222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23803491 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32348610 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5396443 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -811191 | RevenuesLessExpensesCY |
| Total Assets BOY | 9695626 | TotalAssetsBOY |
| Total Assets EOY | 8748519 | TotalAssetsEOY |
| Total Liabilities BOY | 566020 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 428017 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9129606 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8320502 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDED MEDICAL, DENTAL, HEARING, VISION,LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS. | 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 | 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 | 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 | 4 | 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 |
| 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 | 0 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | BARBARA B FILSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8592261783 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST VINE STREET SUITE 500 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40507 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| SHARI CANNON | |||||
| TRUSTEE | 1.00 | X | 0 | 118418 | 50643 |
| SAMANTHA CONNOLLY | |||||
| TRUSTEE | 1.00 | X | 0 | 113270 | 57770 |
| TIM GRAY | |||||
| TRUSTEE | 1.00 | X | 0 | 118418 | 59167 |
| MICHAEL NOONAN | |||||
| TRUSTEE | 1.00 | X | 0 | 113964 | 53988 |
| SUJATHA BLACKSTONE | |||||
| TRUSTEE | 1.00 | X | 0 | 65120 | 44699 |
| MACK HARRELL JR | |||||
| TRUSTEE | 1.00 | X | 0 | 59814 | 43273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 589004 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 309540 | 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 |
|---|---|---|---|---|---|
| SEGAL | |||||
| ONE PARK AVENUE 8TH FLOOR | MANHATTAN | NY | 100165895 | ACTUARY | 310260 |
| UMR | |||||
| 333 WEST VINE STREET SUITE 500 | LEXINGTON | KY | 40507 | ADMINISTRATOR | 227596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 30314327 | 30314327 |
| MEDICARE REIMBURSEMENT | 900099 | 749181 | 749181 |
| EARLY RETIREE REINSURA | 900099 | 326351 | 326351 |
| EMPLOYEE CONTRIBUTIONS | 900099 | 21017 | 21017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 31410876 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126543 | TotalRevenueColumn |
| Exclusion | $126,543 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31537419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31410876 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $126,543 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31711388 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29227 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25300 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331272 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4398 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6709 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINISTRATIVE FEES | 227596 |
| BANK FEES | 12541 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32348610 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7516046 | BOY |
| EOY | 312013 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2173999 | BOY |
| EOY | 1164343 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5581 | BOY |
| EOY | 5424 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7266739 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9695626 | BOY |
| EOY | 8748519 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247926 | BOY |
| EOY | 62355 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318094 | BOY |
| EOY | 365662 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566020 | BOY |
| EOY | 428017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9129606 | BOY |
| EOY | 8320502 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9129606 | BOY |
| EOY | 8320502 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9695626 | BOY |
| EOY | 8748519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -811191 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2087 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 31537419 | TotalRevenue |
| Total Expenses | 32348610 | TotalExpenses |
| Excess Or Deficit For Year | -811191 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2087 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2087 | TotalAdjustments |
| Excess Or Deficit Per FS | -809104 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31539506 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2087 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2087 | RevenueNotRptdF990 |
| Revenue Subtotal | 31537419 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31537419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32348610 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32348610 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32348610 | TotalExpensesPerForm990 |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARI CANNON | |||||||||||||
| 0 | 118418 | 0 | 0 | 0 | 0 | 0 | 30789 | 0 | 19854 | 0 | 169061 | 0 | 0 |
| SAMANTHA CONNOLLY | |||||||||||||
| 0 | 113270 | 0 | 0 | 0 | 0 | 0 | 29450 | 0 | 28320 | 0 | 171040 | 0 | 0 |
| TIM GRAY | |||||||||||||
| 0 | 118418 | 0 | 0 | 0 | 0 | 0 | 30789 | 0 | 28378 | 0 | 177585 | 0 | 0 |
| MICHAEL NOONAN | |||||||||||||
| 0 | 113964 | 0 | 0 | 0 | 0 | 0 | 29631 | 0 | 24357 | 0 | 167952 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE PLAN'S AUDITING FIRM. IT IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | PURSUANT TO SECTION 101 OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, 29 U.S.C. 1021 AND SECTION 502 OF THE PENSION PROTECTION ACT OF 2006, THE TRUST IS REQUIRED TO PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO ITS PARTICIPANTS AND PARTICIPATING EMPLOYERS. SUCH DOCUMENTS ARE AVAILABLE, UPON REQUEST, TO THOSE INDIVIDUALS. THOSE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,087. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | ANNUAL AUDIT PROCESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (48 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGANIZATIONS | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 530228172 | FEDERATION OF LABOR UNIONS | DC | 501(C)(5) | 0 |
| ALABAMA AFL-CIO | ||||||||
| 435 S MCDONOUGH ST | MONTGOMERY | AL | 36104 | 630005430 | STATE FEDERATION | AL | 501(C)(5) | 0 |
| ATLANTA LABOR COUNCIL AFL-CIO | ||||||||
| 501 PULLIAM ST SW STE 517 | ATLANTA | GA | 30312 | 580701331 | STATE FEDERATION | GA | 501(C)(5) | 0 |
| GEORGIA STATE AFL-CIO | ||||||||
| 501 PULLIAM ST SW STE 549 | ATLANTA | GA | 30312 | 580682149 | STATE FEDERATION | GA | 501(C)(5) | 0 |
| LOUISIANA AFL-CIO | ||||||||
| PO BOX 3477 | BATON ROUGE | LA | 70821 | 720487456 | STATE FEDERATION | LA | 501(C)(5) | 0 |
| MARYLAND STATE & DC AFL-CIO | ||||||||
| 5800 METRO DRIVE | BALTIMORE | MD | 21215 | 520691752 | STATE FEDERATION | MD | 501(C)(5) | 0 |
| MINNESOTA AFL-CIO | ||||||||
| 175 AURORA AVE | ST PAUL | MN | 55103 | 410785271 | STATE FEDERATION | MN | 501(C)(5) | 0 |
| MILWAUKEE LABOR COUNCIL | ||||||||
| 633 S HAWLEY RD SUITE 110 | MILWAUKEE | WI | 53214 | 390965630 | LABOR ORGANIZATION | WI | 501(C)(5) | 0 |
| MISSISSIPPI AFL-CIO | ||||||||
| PO BOX 3379 | JACKSON | MS | 39207 | 640354605 | STATE FEDERATION | MS | 501(C)(5) | 0 |
| MISSOURI AFL-CIO | ||||||||
| 227 JEFFERSON ST | JEFFERSON CITY | MO | 65101 | 440150375 | STATE FEDERATION | MO | 501(C)(5) | 0 |
| OHIO STATE BUILDING & CONST TRADES COUNCIL | ||||||||
| 222 E TOWN STREET | COLUMBUS | OH | 43215 | 314271527 | STATE FEDERATION | OH | 501(C)(5) | 0 |
| OKLAHOMA STATE AFL-CIO | ||||||||
| 501 NE 27TH ST | OKLAHOMA CITY | OK | 73105 | 730674439 | STATE FEDERATION | OK | 501(C)(5) | 0 |
| TENNESSEE LABOR COUNCL AFL-CIO | ||||||||
| 1901 LINDELL AVE | NASHVILLE | TN | 37203 | 620561921 | STATE FEDERATION | TN | 501(C)(5) | 0 |
| TEXAS STATE AFL-CIO | ||||||||
| 1106 LAVACA ST | AUSTIN | TX | 78701 | 741289747 | STATE FEDERATION | TX | 501(C)(5) | 0 |
| VERMONT STATE LABOR COUNCIL | ||||||||
| PO BOX 858 | MONTPELIER | VT | 05601 | 030164405 | STATE FEDERATION | VT | 501(C)(3) | 0 |
| VIRGINIA STATE AFL-CIO | ||||||||
| 5400 GLENSIDE DR SUITE E | RICHMOND | VA | 23228 | 540419003 | STATE FEDERATION | VA | 501(C)(5) | 0 |
| WISCONSIN STATE AFL-CIO | ||||||||
| 6333 WEST BLUEMOUND RD | MILWAUKEE | WI | 53213 | 390941964 | STATE FEDERATION | WI | 501(C)(5) | 0 |
| AFL-CIO EFCU | ||||||||
| 8000 CORPORATE DR 100 | LANDOVER | MD | 20785 | 530233491 | CREDIT UNION | DC | N/A | 0 |
| AFL-CIO WORKING FOR AMERICA INSTITUTE | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 520884503 | ADVOCATE FOR WORKERS AND GOOD JOBS | DC | 501(C)(3) | 0 |
| BUILDING & CONSTRUCTION TRADES DEPARTMENT AFL-CIO | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 530025755 | LABOR FEDERATION | DC | 501(C)(5) | 0 |
| CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING | ||||||||
| 8484 GEORGIA AVE STE 1000 | SILVER SPRING | MD | 20910 | 521172454 | RESEARCH AND TRAINING IN CONSTRUCTION INDUSTRY | MD | 501(C)(3) | 0 |
| CENTER FOR WORKING CAPITAL | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 522068876 | EDUCATION/RESEARCH ACTIVITIES RELATED TO WORKER'S RETIREMENT ASSETS | DC | 501(C)(3) | 0 |
| COALITION OF KAISER PERMANENTE AFL-CIO | ||||||||
| 8484 GEORGIA AVE STE 620 | SILVER SPRING | MD | 20910 | 522360920 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO | ||||||||
| 815 16TH ST NW 7TH FLOOR | WASHINGTON | DC | 20006 | 521107237 | SCIENTIFIC, PROFESSIONAL AND CULTURAL ASSISTANCE FOR EMPLOYEES OF AFL-CIO | DC | 501(C)(5) | 0 |
| DISTRICT NO 10 IAMAW | ||||||||
| 1650 SOUTH 38TH STREET | MILWAUKEE | WI | 53215 | 390367705 | DISTRICT LABOR ORGANIZATION | WI | 501(C)(5) | 0 |
| FOOD & ALLIED SERVICE TRADES | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 521072221 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| GCCIBT NATIONAL PENSION FUND | ||||||||
| 455 KEHOE BLVD | CAROL STREAM | IL | 60188 | 526118568 | PENSION FUND | DC | 501(A) | 0 |
| GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST | ||||||||
| 1900 L STREET NW STE 710 | WASHINGTON | DC | 20036 | 521074215 | PENSION FUND | DC | 501(A) | 0 |
| INDUSTRIAL UNION DEPARTMENT | ||||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 530229356 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| INT'L ALLIANCE OF THEATRICAL STAGE EMPLOYEES MOVING PICTURE TECHNICIANS ART | ||||||||
| 1430 BROADWAY 20TH FLOOR | NEW YORK | NY | 10018 | 131575490 | LABOR ORGANIZATION | NY | 501(C)(5) | 0 |
| IAFF FINANCIAL CORPORATION | ||||||||
| 1750 NEW YORK NW 3RD FLOOR | WASHINGTON | DC | 20006 | 300025729 | FINANCIAL CORPORATION | DC | N/A | 0 |
| INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS | ||||||||
| 9602 MARTIN LUTHER KING JR HWY | LANHAM | MD | 20706 | 530088300 | LABOR ORGANIZATION | MD | 501(C)(5) | 0 |
| INT'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS | ||||||||
| 753 STATE AVE SUITE 570 | KANSAS CITY | KS | 66101 | 486031851 | LABOR ORGANIZATION | KS | 501(C)(5) | 0 |
| INTL FED OF PROFESSIONAL & TECHNICAL ENGINEERS | ||||||||
| 501 3RD ST NW SUITE 701 | WASHINGTON | DC | 20001 | 530088460 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| AFL-CIO LAWYERS COORDINATING COMMITTEE | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 521304063 | ENHANCE QUALITY OF LEGAL REPRESENTATION AVAILABLE TO AFL-CIO MEMBERS | DC | 501(C)(5) | 0 |
| MARITIME TRADES DEPARTMENT AFL-CIO | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 530231686 | LABOR ORGANIZATION | MD | 501(C)(5) | 0 |
| METAL TRADES DEPARTMENT AFL-CIO | ||||||||
| 815 16TH ST SW STE 3057 | WASHINGTON | DC | 20006 | 530025758 | LABOR UNION | DC | 501(C)(5) | 0 |
| NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS | ||||||||
| 815 16TH ST SW 6TH FLOOR | WASHINGTON | DC | 20006 | 521041104 | MONITOR 3 BRANCHES OF GOV'T FOR CHANGES THAT COULD IMPACT MULTIEMPLOYER EBPS | DC | 501(C)(4) | 0 |
| NATIONAL LABOR COLLEGE | ||||||||
| 10000 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | 520895834 | EDUCATIONAL INSTITUTION FOR LABOR | DE | 501(C)(3) | 0 |
| OPERATIVE PLASTERERS' AND CEMENT MASONS' INT'L ASSOC OF THE US AND CANADA | ||||||||
| 11720 BELTSVILLE DR STE 700 | BELTSVILLE | MD | 20705 | 530258484 | LABOR ORGANIZATION | MD | 501(C)(5) | 0 |
| PUBLIC EMPLOYEES DEPARTMENT | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 521008557 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO | ||||||||
| 815 16TH STREET NW | WASHINGTON | DC | 20006 | 530025759 | PROMOTE UNION-MADE GOODS & SERVICES | DC | 501(C)(5) | 0 |
| UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS | ||||||||
| 1660 L STREET NW STE 800 | WASHINGTON | DC | 20036 | 530260605 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| UTILITY WORKERS UNION OF AMERICA | ||||||||
| 888 16TH ST NW STE 550 | WASHINGTON | DC | 20006 | 530183102 | LABOR ORGANIZATION | VA | 501(C)(5) | 0 |
| INTL LABOR COMMUNICATIONS ASSN | ||||||||
| 1628 N MAYWOOD ST | SAINT PAUL | MN | 55117 | 530232074 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| ORGANIZING INSTITUTE APPRENTICES | ||||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | 530228172 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| INT'L ASSN OF BRIDGE STRUCTURAL ORNAMENTATION AND REINFORCING IRON WORKERS | ||||||||
| 1750 NEW YORK AVE NW STE 400 | WASHINGTON | DC | 20006 | 430337330 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
| INT'L ASSOCIATION OF FIRE FIGHTERS (RETIREES) | ||||||||
| 1750 NEW YORK AVE | WASHINGTON | DC | 20006 | 530088290 | LABOR ORGANIZATION | DC | 501(C)(5) | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| AFL-CIO HOUSING INVESTMENT TRUST | |||||||
| 2401 PENNEYLVANIA AV NW STE 200 | WASHINGTON | DC | 20037 | 526220193 | COMINGLED INVESTMENT COMPANY-MUTUAL FUND | DC | C |
| AFL-CIO INVESTMENT TRUST CORP | |||||||
| 1425 K STREET NW STE 900 | WASHINGTON | DC | 20005 | 522136736 | INSTITUTIONAL INVESTOR RELATIONS FIRM | DC | C |
| UNION PRIVILEGE | |||||||
| 1125 15TH STREET NW STE 900 | WASHINGTON | DC | 20006 | 521457836 | NON-STOCK CORPORATION TO DEVELOPE & MARKET BENEFITS TO UNION MEMBERS | DC | C |
| 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 | 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |