CALIFORNIA IRONWORKERS FIELD WELFARE PLAN: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA IRONWORKERS FIELD WELFARE PLAN (EIN 95-6042868)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-02
- IRS object ID
- 201240629349301039
- Schema version
- 2010v3.4
- 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 | 2012-03-02T09:20:04-06:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD KOTKIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 SOUTH FREMONT AVENUE SUITE 802 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956042868 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA IRONWORKERS FIELD WELFARE PLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 6267927337 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 N EL MOLINO AVENUE NO 330 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLEN CLINE | Name |
| Title | EXECUTIVE ADMINISTRATOR | Title |
| Phone | 6267927337 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VINCENT P ROGERS | Name |
| Phone | 2138929090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GLEN CLINE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 N EL MOLINO AVE 330 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 193626461 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | IRONWORKERBENNY.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL AND DENTAL BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | 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 | 103967937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 104455783 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3983204 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7258395 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 107951141 | TotalRevenuePriorYear |
| Total Revenue Current Year | 111714178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 120416514 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 117102798 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 407557 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 427617 | 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 | 5459147 | OtherExpensePriorYear |
| Other Expenses Current Year | 5374522 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 126283218 | TotalExpensesPriorYear |
| Total Expenses Current Year | 122904937 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -18332077 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11190759 | RevenuesLessExpensesCY |
| Total Assets BOY | 201251428 | TotalAssetsBOY |
| Total Assets EOY | 193761112 | TotalAssetsEOY |
| Total Liabilities BOY | 151035323 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 157265582 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50216105 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36495530 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MEDICAL AND DENTAL BENEFITS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 120943779 | Expense |
| Description | TO PROVIDE MEDICAL, HOSPITAL, LIFE, VISION, PRESCRIPTION DRUGS AND DENTAL BENEFITS TO ACTIVE AND RETIREE PARTICIPANTS. | Description |
| Total Program Service Expense | 120943779 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 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 | 6733 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRONWORKER EMPLOYEES BENEFIT CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6267927337 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 N EL MOLINO AVE330 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|
| HART KEEBLE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DON SAVORY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOUG WILLIAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOEL RASCHKE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIEL WELSH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES KREBS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NICK LEE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVE MCEUEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL NEWINGTON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAN HELLEVIG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRIS LLOYD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICK DAVIS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEFF MCEUEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARTIN MURPHY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSE NARANJO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL VLAMING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOE STANDLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD BARBOUR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GLEN CLINE | ||||||
| EXECUTIVE ADMINISTRATOR | 40.00 | 0 | 224164 | 34660 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 224164 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34660 | 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 |
|---|---|---|---|---|---|
| THE TRIZETTO GROUP INC | |||||
| 6061 S WILLOW DRIVE SUITE 310 | GREENWOOD VILLAGE | CO | 80111 | CLAIMS SOFTWARE DEVELOPMENT | 2331505 |
| SCHWARTZ STEINSAPIR DOHRMAN | |||||
| 6300 WILSHIRE BLVD STE 2000 | LOS ANGELES | CA | 90048 | LEGAL SERVICES | 231117 |
| TRANSOMATIC CORPORATION | |||||
| PO BOX 17043 | ENCINO | CA | 91416 | COMPUTER CONSULTING | 208796 |
| THE SEGAL COMPANY | |||||
| 100 MONTGOMERY STREET STE 500 | SAN FRANCISCO | CA | 94104 | ACTUARIAL | 153220 |
| ALL'S WELL HEALTH CARE | |||||
| PO BOX 29048 | GLENDALE | CA | 91209 | CLAIMS PROCESSING | 143694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 78814408 | 78814408 |
| RETIREE PREMIUMS | 900099 | 18953511 | 18953511 |
| COBRA GOVERNMENT SUBSI | 900099 | 6269285 | 6269285 |
| MEDICARE REIMBURSEMENT | 900099 | 250635 | 250635 |
| OTHER INCOME | 900099 | 165245 | 165245 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2699 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 104455783 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3514423 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3514423 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 85656255 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81912283 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3743972 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3743972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3743972 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111714178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 111714178 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117102798 | Total |
| Program Services | 117102798 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252466 | Total |
| Program Services | 183846 | ProgramServices |
| Management And General | 68620 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175151 | Total |
| Program Services | 138413 | ProgramServices |
| Management And General | 36738 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308122 | Total |
| Management And General | 308122 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34769 | Total |
| Management And General | 34769 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227410 | Total |
| Program Services | 76220 | ProgramServices |
| Management And General | 151190 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SALARIES ALLOCATED FROM | 2159093 | 1608627 | 550466 |
| DEPRECIATION ALLOCATED | 591355 | 578072 | 13283 |
| CLAIMS PROCESSING AND T | 234950 | 234950 | |
| POSTAGE AND MAILING | 210158 | 147981 | 62177 |
| COMPUTER CONSULTING SER | 208797 | 208797 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399868 | Total |
| Program Services | 872872 | ProgramServices |
| Management And General | 526996 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122904937 | Total |
| Program Services | 120943779 | ProgramServices |
| Management And General | 1961158 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65806210 | BOY |
| EOY | 34392458 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14032067 | BOY |
| EOY | 14708097 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120325292 | BOY |
| EOY | 141696772 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1087859 | BOY |
| EOY | 2963785 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201251428 | BOY |
| EOY | 193761112 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466203 | BOY |
| EOY | 637370 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150569120 | BOY |
| EOY | 156628212 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151035323 | BOY |
| EOY | 157265582 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50216105 | BOY |
| EOY | 36495530 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50216105 | BOY |
| EOY | 36495530 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201251428 | BOY |
| EOY | 193761112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11190759 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2529816 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | 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 |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PIMCO TOTAL RETURN INSTITUTIONAL FUND | 23468690 | F |
| PIMCO TOTAL RETURN INSTITUTIONAL FUND | 43807656 | F |
| ARTIO INTERNATIONAL EQUITY | 4961725 | F |
| FIDELITY SPARTAN TOTAL MARKET INDEX FD | 5342090 | F |
| JP MORGAN SHORT DURATION BOND | 46021450 | F |
| PIMCO ALL ASSET FUND INSTITUTIONAL | 9222719 | F |
| VANGUARD INFLATION PROTECTED SECURITIES | 8872442 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 141696772 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED LIABILITY FOR MEDICAL, HOSPITAL, VISION PLAN AND DENTAL CLAIMS | $37,802,500 |
| ESTIMATED LIABILITY UNDER GROUP INSURANCE CONTRACTS | $2,136,000 |
| ESTIMATED FUTURE BENEFITS BASED ON PARTICIPANTS' HOUR BANK PLAN | $26,500,000 |
| BENEFIT IMPREST ACCOUNTS AND OTHER | $733,576 |
| SUPPLEMENTAL RETIREMENT BENEFIT LIABILITY | $86,089,876 |
| BENEFITS PAYABLE - INSURANCE PREMIUMS | $3,005,332 |
| EMERGENCY RELIEF BENEFIT LIABILITY | $358,279 |
| DUE TO IRONWORKERS EMPLOYEES BENEFIT CORPORATION | $2,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 156628212 | TotalOfAmounts |
| Total Revenue | 111714178 | TotalRevenue |
| Total Expenses | 122904937 | TotalExpenses |
| Excess Or Deficit For Year | -11190759 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2529816 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2529816 | TotalAdjustments |
| Excess Or Deficit Per FS | -13720575 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 109101431 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 109101431 | RevenueSubtotal |
| Investment Expenses Not Included | 82931 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2529816 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2612747 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 111714178 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 119308506 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 62925000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 62925000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 56383506 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 82931 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 66438500 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 66521431 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 122904937 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET UNREALIZED LOSS ON CURRENT VALUE OF INVESTMENTS HELD 2,529,816. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | PLAN BENEFIT OBLIGATIONS AT MAY 31, 2010 62,925,000. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | PLAN BENEFIT OBLIGATIONS AT MAY 31, 2011 66,438,500. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GLEN CLINE | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 224164 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 34660 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 258824 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY GLEN CLINE, EXECUTIVE ADMINISTRATOR, AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES. | |
| ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE EXECUTIVE ADMINISTRATORS OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,529,816. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR TRUSTEES MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. | FORM 990 PART XI- LINE 2B AND 2C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA IRONWORKERS FIELD PENSION TRUST | ||||||||||
| 131 N EL MOLINO AVENUE SUITE 330 | PASADENA | CA | 91101 | 956042866 | TO PROVIDE PENSION BENEFITS TO IRONWORKERS PARTICIPANTS | CA | 401 A | NONE | N/A | 0 |
| CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENTS CO-OP TRUST | ||||||||||
| 3300 DOUGLAS BLVD SUITE 170 | ROSEVILLE | CA | 95661 | 943168117 | TO PROMOTE RELATIONS BETWEEN MANAGEMENT AND LABOR | CA | 501 (C) (5) | NONE | N/A | 0 |
| CALIFORNIA FIELD IRONWORKER VACATION TRUST FUND | ||||||||||
| 131 N EL MOLINO AVENUE SUITE 330 | PASADENA | CA | 91101 | 956042867 | TO PROVIDE VACATION BENEFITS TO IRONWORKER PARTICIPANTS | CA | 501 (C) (9) | NONE | N/A | 0 |
| CALIFORNIA FIELD IRONWORKERS APPRENTICE TRAINING & JOURNEYMAN RETRAINING | ||||||||||
| 131 N EL MOLINO AVENUE SUITE 330 | PASADENA | CA | 91101 | 956042917 | TO PROVIDE TRAINING TO IRONWORKER APPRENTICES | CA | 501 (C) (5) | NONE | N/A | 0 |
| IRONWORKERS WORKERS COMPENSATION TRUST | ||||||||||
| 131 N EL MOLINO AVENUE SUITE 330 | PASADENA | CA | 91101 | 436895772 | TO PROVIDE ASSISTANCE TO IRONWORKERS REGARDING WORKERS COMPENSATION CLAIMS | CA | 501 (C) (6) | NONE | N/A | 0 |
| CALIFORNIA FIELD IRON WORKERS ADMINISTRATIVE TRUST | ||||||||||
| 575 LINCOLN AVENUE | NAPA | CA | 94558 | 946313717 | TO PROMOTE WORK OF THE FIELD IRONWORKERS INDUSTRY | CA | 501 (C) (6) | NONE | N/A | 0 |
| CIECDCIW MARKET RETENTION COMMITTEE | ||||||||||
| 3300 DOUGLAS BLVD SUITE 170 | ROSEVILLE | CA | 95661 | 680414047 | TO ACTIVELY PARTICIPATE IN THE ENHANCEMENT OF UNIONIZED CONSTRUCTION WORK | CA | 501 (C) (5) | NONE | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRONWORKERS EMPLOYEES' BENEFIT CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 N EL MOLINO AVENUE SUITE 330 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953084599 | EIN |
| Primary Activity | PAYS COMMON ADMINISTRATIVE EXPENSES | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYS COMMON ADMINISTRATIVE EXPENSES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| IRONWORKERS EMPLOYEES' BENEFIT CORPORATION | ||
| O | 2019488 | PERCENTAGE ALLOCATION |
| IRONWORKERS EMPLOYEES' BENEFIT CORPORATION - CLAIMS DEPARTMENT | ||
| O | 3699720 | PERCENTAGE ALLOCATION |