BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND (EIN 53-0227042)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349303182
- 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 | 2011-11-14T11:19:51-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530227042 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKERY AND CONFECTIONERY UNION AND | BusinessNameLine1 |
| Business Name Line2 | INDUSTRY INTERNATIONAL HEALTH BENEFITS FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAKE | NameControl |
| Phone | 3014683750 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 CONNECTICUT AVE | AddressLine1 |
| City | KENSINGTON | City |
| State | MD | State |
| ZIP Code | 208953960 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT BERGIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2011-11-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT PRICE | Name |
| Phone | 3012726000 | 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 | ROBERT J BERGIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 CONNECTICUT AVENUE | AddressLine1 |
| City | KENSINGTON | City |
| State | MD | State |
| ZIP Code | 208953960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 389361157 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | BCTRUSTFUNDS.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FUND OPERATES AS A TRUST TO PROVIDE CERTAIN HEALTH BENEFITS TO LOCAL UNION EMPLOYEES, FUND OFFICE EMPLOYEES AND COVERED EMPLOYEES OF PARTICIPATING EMPLOYERS UNDER COLLECTIVELY BARGAINED AGREEMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | 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 | 39881266 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39144339 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10190786 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22051817 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 50072052 | TotalRevenuePriorYear |
| Total Revenue Current Year | 61196156 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 39540043 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 38963950 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2263472 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2269135 | 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 | 3035086 | OtherExpensePriorYear |
| Other Expenses Current Year | 2889014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44838601 | TotalExpensesPriorYear |
| Total Expenses Current Year | 44122099 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5233451 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 17074057 | RevenuesLessExpensesCY |
| Total Assets BOY | 230419622 | TotalAssetsBOY |
| Total Assets EOY | 242065608 | TotalAssetsEOY |
| Total Liabilities BOY | 2571635 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3962636 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 227847987 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 238102972 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | FUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, WHICH NUMBERED approximately 37,500 AS OF DECEMBER 31, 2010. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 4698 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | true | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT J BERGIN | NamePerson |
| Telephone Number | 3014683720 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 CONNECTICUT AVE | AddressLine1 |
| City | KENSINGTON | City |
| State | MD | State |
| ZIP Code | 208953960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FRANK HURT | |||||||
| CHAIRMAN/UNION TRUSTEE | 1.0 | X | X | 0 | 0 | 0 | |
| DAVID B DURKEE | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEVEN V BERTELLI | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ANTHONY L JOHNSON | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ART MONTMINY | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT OAKLEY | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RANDY D ROARK | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOSEPH THIBODEAU | |||||||
| UNION TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD B COOK | |||||||
| SECRETARY/EMPLOYER TRUSTEE | 1.0 | X | X | 0 | 0 | 0 | |
| THOMAS G KIRCHNER | |||||||
| EMPLOYER TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LOU MINELLA | |||||||
| EMPLOYER TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JON MCPHERSON | |||||||
| EMPLOYER TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN WAGNER | |||||||
| EMPLOYER TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAN CRAIG | |||||||
| EMPLOYER TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT J BERGIN | |||||||
| EXECUTIVE DIRECTOR | 8.0 | X | 42533 | 170133 | 11030 | ||
| STEVEN BROCK | |||||||
| MANAGER OF ADMIN SERVICES | 8.0 | X | 24214 | 96859 | 40243 | ||
| HILTON BRAKE | |||||||
| MANAGER OF INFORMATION TECH | 14.0 | 45382 | 84280 | 53241 | X | ||
| MICHAEL KIDD | |||||||
| OPERATIONS & DATA CNTRL SUPER. | 14.0 | 38887 | 72219 | 51907 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 151016 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 423491 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156421 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PNC - FINANCIAL SERVICES | |||||
| TWO HOPKINS PLAZA | BALTIMORE | MD | 21203 | CUSTODIAL SERVICES | 277544 |
| BOND BEEBE | |||||
| 4600 EAST-WEST HWY SUITE 900 | BETHESDA | MD | 208143423 | ACCOUNTING SERVICES | 231881 |
| THE SEGAL COMPANY | |||||
| ONE PARK AVENUE 8TH FLOOR | NEW YORK | NY | 100165895 | ACTUARY SERVICES | 288694 |
| CAPARIO | |||||
| 4415 SOLUTIONS CENTER | CHICAGO | IL | 606774404 | MEDICAL REIMBURSEMNT | 190991 |
| FEDERATED MDT ADVISORS | |||||
| 125 HIGH STREET | CAMBRIDGE | MA | 02140 | INVESTMENT MGMT | 321800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 525100 | 24745615 | 24745615 |
| PARTICIPANTS COBRA CONTRIBUTIONS | 525100 | 186169 | 186169 |
| RETIREES CONTRIBUTIONS | 525100 | 14212555 | 14212555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39144339 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8603816 | TotalRevenueColumn |
| Exclusion | $8,603,816 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 341613002 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 328165001 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13448001 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13448001 | TotalRevenueColumn |
| Exclusion | $13,448,001 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61196156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39144339 | RelatedOrExemptFunctionIncome |
| Exclusion | $22,051,817 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38963950 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71160 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1321985 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474695 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289570 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111725 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124051 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231881 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599342 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288694 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530608 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344592 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29731 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299560 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29054 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINISTRATIVE COSTS | 5944 |
| ALLOCATED ADMINISTRATION | 149400 |
| MEMBERSHIP FEES | 17774 |
| HEALTH CARE AUDITING | 5579 |
| MEDICAL CLAIMS PROCESS/REVIEW | 215793 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17011 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44122099 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -39864 | BOY |
| EOY | -377481 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2936824 | BOY |
| EOY | 7890599 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1985410 | BOY |
| EOY | 2355964 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213021 | BOY |
| EOY | 75799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6691420 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6140305 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663777 | BOY |
| EOY | 551115 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222034059 | BOY |
| EOY | 228944245 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2626395 | BOY |
| EOY | 2625367 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230419622 | BOY |
| EOY | 242065608 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399535 | BOY |
| EOY | 334929 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675879 | BOY |
| EOY | 668759 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1496221 | BOY |
| EOY | 2958948 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2571635 | BOY |
| EOY | 3962636 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227847987 | BOY |
| EOY | 238102972 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227847987 | BOY |
| EOY | 238102972 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230419622 | BOY |
| EOY | 242065608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 17074057 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6819072 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1148333 | OtherCostOrOtherBasis |
| Depreciation | 1125864 | Depreciation |
| Book Value | 22469 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5333598 | OtherCostOrOtherBasis |
| Depreciation | 4816353 | Depreciation |
| Book Value | 517245 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 209489 | OtherCostOrOtherBasis |
| Depreciation | 198088 | Depreciation |
| Book Value | 11401 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 551115 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CASH COLLATERAL OBLIGATION | $1,082,749 |
| DUE FOR INVESTMENTS PURCHASED | $101,018 |
| NET UNFUNDED PENSION LIABILITY | $1,775,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2958948 | TotalOfAmounts |
| Total Revenue | 61196156 | TotalRevenue |
| Total Expenses | 44122099 | TotalExpenses |
| Excess Or Deficit For Year | 17074057 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -4942996 | NetUnrealizedGLOnInvestments |
| Other | -$1,876,076 | OtherAmount |
| Total Adjustments | -6819072 | TotalAdjustments |
| Excess Or Deficit Per FS | 10254985 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55653818 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -4942996 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -4942996 | RevenueNotRptdF990 |
| Revenue Subtotal | 60596814 | RevenueSubtotal |
| Investment Expenses Not Included | 599342 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 599342 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 61196156 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 43522757 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 43522757 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 599342 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 599342 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 44122099 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | PART X, LINE 2 | Accounting principles generally accepted in the United States of America require management of an organization to evaluate tax positions taken by the organization and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Fund and concluded that as of December 31, 2010 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. |
| OTHER CHANGE IN NET ASSETS RECONCILIATION | PART XI, LINE 8 | $1,876,076 REPRESENTS EFFECT OF ADOPTION OF ASC 715, WHICH IS THE RECOGNIZING OF PREPAID OR ACCRUED PENSION COSTS BY EMPLOYERS THAT SPONSOR A DEFINED BENEFIT PENSION PLAN. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J BERGIN | |||||||||||||
| 39179 | 156716 | 0 | 0 | 3354 | 13417 | 0 | 0 | 2206 | 8824 | 44739 | 178957 | 0 | 0 |
| HILTON BRAKE | |||||||||||||
| 42406 | 78754 | 0 | 0 | 2976 | 5526 | 11692 | 30518 | 3861 | 7170 | 60935 | 121968 | 0 | 0 |
| STEVEN BROCK | |||||||||||||
| 22539 | 90157 | 0 | 0 | 1675 | 6702 | 8092 | 21121 | 2206 | 8824 | 34512 | 126804 | 0 | 0 |
| MICHAEL KIDD | |||||||||||||
| 38887 | 72219 | 0 | 0 | 0 | 0 | 11323 | 29553 | 3861 | 7170 | 54071 | 108942 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DEFERRED COMPENSATION | Identifier |
| Return Reference | PART II, COLUMN C | ReturnReference |
| Explanation | THE AMOUNTS IN THIS COLUMN ONLY REPRESENT THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (26 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| REVIEW PROCESS OF FORM 990 | PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORM 990 PRIOR TO FILING TO THE MANAGER OF ADMINISTRATIVE SERVICES AND THE EXECUTIVE DIRECTOR. |
| SELECTION OF TRUSTEES | PART VI, SECTION A, LINE 7A | THE TRUSTEES ARE APPOINTED BY THE UNIONS AND EMPLOYERS, WHO PARTICIPATE IN THE HEALTH BENEFIT PLAN. EACH GROUP HAS THE RIGHT TO SELECT UP TO EIGHT TRUSTEES TO SERVE ON THE BOARD. |
| PUBLIC AVAILABILITY OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS | PART VI, SECTION C, LINE 19 | THE BENEFIT PLAN DOES MAKE ITS PLAN DOCUMENT, TRUST DOCUMENT AND SUMMARY PLAN DESCRIPTION AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER COMMITTEES | PART VI, SECTION A, LINE 8B | THE BENEFIT PLAN HAS NO OTHER COMMITTEE THAT CAN ACT ON THE BEHALF OF THE GOVERNING BODY. |
| MAILING ADDRESSES FOR TRUSTEES DIFFERENT FROM FUND ADDRESS | PART VI, SECTION A, LINE 11 | LIST OF TRUSTEES THAT ARE REACHED AT AN ADDRESS DIFFERENT FROM THE TRUST: ------------------------------------------------------------------------- Steven V. Bertelli International Vice President, BCTGM International Union PO Box 199, Loami, IL 62661-0199 Richard B. Cook Secretary, Board of Trustees Cook Labor Relations Consultants, LLC 6205 West 127th Terrace, Overland Park, KS 66209 Anthony L. Johnson International Vice President, BCTGM International Union 8415 King William Street, Cordova, TN 38016 Art Montminy International Vice President, BCTGM International Union P. O. Box 628, Douglas, MA 01516 Robert Oakley International Vice President, BCTGM International Union 706 Stelwood Road, Philadelphia, PA 19115 Randy D. Roark International Vice President, BCTGM International Union 12506 37th Ave Court, N.W., Gig Harbor, WA 98332 Dan Craig Vice President, Labor & Employee Relations Sara Lee North America 3500 Lacey Road, Downers Grove, IL 60515 Thomas G. Kirchner Sr. Director of Labor Relations Kraft Foods 3 Lakes Drive, Northfield, IL 60093 Jon McPherson Vice President, Labor Relations Kellogg Company One Kellogg Square, Battle Creek, MI 49017 Lou Minella Vice President, Labor Relations Stroehmann Bakeries 255 Business Center Drive, #200, Horsham, PA 19044 John Wagner Vice President of Labor Relations The Kroger Company 1014 Vine Street, Cincinnati, OH 45202-1100 |
| NONCASH OUTLAYS INCLUDED IN COMPENSATION | PART VII, SECTION A, COLUMN E & F | $112,299 OF COLUMN F REPRESENT AMOUNTS CALCULATED BY THE PLAN ACTUARY AS TO THE INCREASE IN ACTUARIAL VALUE IN DEFINED BENEFITS. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION TO THE OFFICERs AND HIGHLY COMPENSATED EMPLOYEES. |
| OTHER CHANGE IN NET ASSETS | PART XI, LINE 5 | UNREALIZED LOSSES FROM INVESTMENTS (4,942,996). EFFECT OF ADOPTION OF ASC 715 (1,876,076). ------------ OTHER CHANGE IN NET ASSETS (6,819,072). ============ |
| CONTRIBUTING EMPLOYER RECEIVABLES AT YEAR-END | PART X | Contributions receivable outstanding at the plan's year-end from contributing employers represent amounts due for the last month of the fiscal year. These contributions are requirements, as stipulated under terms of written agreements and, approved by the governing board, with the employers that must be remitted to the plan on a timely basis. These amounts constitute receivables that were created in the ordinary course of the plan's business. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:FRANK HURT TITLE:CHAIRMAN/UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID B DURKEE TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVEN V BERTELLI TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ANTHONY L JOHNSON TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ART MONTMINY TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT OAKLEY TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RANDY D ROARK TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOSEPH THIBODEAU TITLE:UNION TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RICHARD B COOK TITLE:SECRETARY/EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:THOMAS G KIRCHNER TITLE:EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:LOU MINELLA TITLE:EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JON MCPHERSON TITLE:EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JOHN WAGNER TITLE:EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAN CRAIG TITLE:EMPLOYER TRUSTEE HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ROBERT J BERGIN TITLE:EXECUTIVE DIRECTOR HOURS:32 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:STEVEN BROCK TITLE:MANAGER OF ADMIN SERVICES HOURS:32 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:HILTON BRAKE TITLE:MANAGER OF INFORMATION TECH HOURS:26 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MICHAEL KIDD TITLE:OPERATIONS & DATA CNTRL SUPER. HOURS:26 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | b&c union & industry intl pension | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 CONNECTICUT AVE | AddressLine1 |
| City | KENSINGTON | City |
| State | MD | State |
| ZIP Code | 20895 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526118572 | EIN |
| Primary Activities | PENSION FUND | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 401(A) | ExemptCodeSection |
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| HOSTESS BRANDS INC | |||||||
| 6031 CONNECTION DRIVE | IRVING | TX | 75039 | 440296705 | FOOD MFG | DE | C CORP |
| KRAFT FOODS GLOBAL INC | |||||||
| THREE LAKES DRIVE | NORTHFIELD | IL | 60093 | 363083135 | FOODS MFG | VA | C CORP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |