BRICKLAYERS LOCAL 1 OF MD VA AND DC HEALTH AND WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRICKLAYERS LOCAL 1 OF MD VA AND DC HEALTH AND WELFARE FUND (EIN 54-1008445)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-02
- IRS object ID
- 201143069349300119
- 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 | 2011-11-02T10:26:19-05:00 | 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 | SALTER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 300 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541008445 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRICKLAYERS LOCAL 1 OF MD VA AND DC | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRIC | NameControl |
| Phone | 3018398800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL ROAD NO 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT GARVIN | Name |
| Title | TRUSTEE | Title |
| Phone | 3018398800 | Phone |
| Date Signed | 2011-10-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER P OSMAN CPA | Name |
| Phone | 3018307400 | Phone |
| Date Prepared | 2011-10-26 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT GARVIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL ROAD NO 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15308228 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.GEMGROUPLP.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH BENEFITS TO UNION MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | 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 | 4751366 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6147096 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 345405 | InvestmentIncomePriorYear |
| Investment Income Current Year | 575268 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2402346 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7499117 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6722364 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 4709716 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6346971 | 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 | 469469 | OtherExpensePriorYear |
| Other Expenses Current Year | 753102 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5179185 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7100073 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2319932 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -377709 | RevenuesLessExpensesCY |
| Total Assets BOY | 11185823 | TotalAssetsBOY |
| Total Assets EOY | 11137094 | TotalAssetsEOY |
| Total Liabilities BOY | 155695 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 329619 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11030128 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10807475 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH BENEFITS TO UNION MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PROVIDING OF HEALTH BENEFITS TO MEMBERS. | Description |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 719 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | GEMGROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3018398800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 OXON HILL RD 416 | AddressLine1 |
| City | OXON HILL | City |
| State | MD | State |
| ZIP Code | 20745 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| THOMAS MCQUAID | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| PETE BRYANT | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| RAY KEEN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| SCOTT GARVIN | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| SCOTT PRITCHETT | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DON JOHNSON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| BRENDAN JOHNSTON | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| THOMAS FORD | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| MIKE MANTUA | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| THOMAS STRUNGE | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| ROY HOLT | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| DURWARD WELLS | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| BARRY FRENCH | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| TERRY OVERSTREET | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| PAUL PAINTER | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| PAT HURLEY | |||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAV-RX | |||||
| 224 NORTH PARK AVE | FREMONT | NE | 68025 | PRESCRIPTIONS | 1592953 |
| ANTHEM BLUE CROSS BLUE SHIELD | |||||
| 2015 STAPLES MILL RD | RICHMOND | VA | 27401 | CLAIMS | 1412234 |
| GEMGROUP | |||||
| 1200 3 GATEWAY CENTER | PITTSBURGH | PA | 15222 | TPA | 328018 |
| SEGAL COMPANY | |||||
| 1920 N STREET NW | WASHINGTON | DC | 20036 | ACTUARIAL | 132740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIB. | 525100 | 4820764 | 4820764 |
| EMPLOYEE SELF-PAY | 525100 | 909939 | 909939 |
| MEDICARE PART D REIMB | 525100 | 416393 | 416393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6147096 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345287 | TotalRevenueColumn |
| Exclusion | $345,287 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8815845 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8585864 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 229981 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229981 | TotalRevenueColumn |
| Related Or Exempt Function Income | 229981 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6722364 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6377077 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $345,287 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6346971 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38779 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24850 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39298 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62411 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10877 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9662 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| THIRD PARTY ADMINISTRAT | 284700 |
| BENEFITS CONSULTING | 129512 |
| HOSPITAL CLAIMS AUDITS | 70121 |
| NETWORK ACCESS FEES | 57785 |
| UTILIZATION REVIEW | 17607 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7100073 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189225 | BOY |
| EOY | 337900 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408971 | BOY |
| EOY | 898253 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2859703 | BOY |
| EOY | 627964 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1960 | BOY |
| EOY | 2679 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7725964 | BOY |
| EOY | 9270298 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11185823 | BOY |
| EOY | 11137094 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155695 | BOY |
| EOY | 219849 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 109770 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155695 | BOY |
| EOY | 329619 | 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 | 11030128 | BOY |
| EOY | 10807475 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11030128 | BOY |
| EOY | 10807475 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11185823 | BOY |
| EOY | 11137094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -377709 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 155056 | 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 |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES PURCHASE PAYABLE | Description |
| Amount | $109,770 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 109770 | TotalOfAmounts |
| Total Revenue | 6722364 | TotalRevenue |
| Total Expenses | 7100073 | TotalExpenses |
| Excess Or Deficit For Year | -377709 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 155056 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 155056 | TotalAdjustments |
| Excess Or Deficit Per FS | -222653 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6421729 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 155056 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 155056 | RevenueNotRptdF990 |
| Revenue Subtotal | 6266673 | RevenueSubtotal |
| Investment Expenses Not Included | 39298 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 416393 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 455691 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6722364 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6644382 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6644382 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 39298 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 416393 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 455691 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7100073 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MEDICARE PART D REIMB |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | MEDICARE PART D REIMB |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED. | |
| PARTICIPANTS CAN REVIEW THE FUND'S DOCUMENTS AT THE FUND OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 155,056. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| MARBLE TILE AND TERRAZZO WORKERS PENSION | ||||||||
| 6009 OXON HILL RD | OXON HILL | MD | 20745 | 526117426 | PENSION FUND | MD | 501(A) | 0 |
| MARBLE TILE AND TERRAZZO WORKERS ANNUITY | ||||||||
| 6009 OXON HILL RD | OXON HILL | MD | 20745 | 521610630 | ANNUITY FUND | MD | 501(A) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |