IRON WORKERS LOCALS 40 361 & 417 WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- IRON WORKERS LOCALS 40 361 & 417 WELFARE FUND (EIN 13-5622663)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349302724
- Schema version
- 2010v3.4
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:54:24-06:00 | 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 | GRASSI & CO CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MADISON AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | 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 | 135622663 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON WORKERS LOCAL 40 361 & 417 HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRON | NameControl |
| Phone | 2126841586 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 PARK AVE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN SABBAGH | Name |
| Title | FUND MANAGER | Title |
| Phone | 2126610945 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN GOLDSTEIN | Name |
| Phone | 2126610945 | 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 | BRIAN SABBAGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 PARK AVE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117344613 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.IRONWORKERS.NET | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH, VACATION AND OTHER BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | 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 | 66169952 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 82659319 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2397541 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2901846 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 66886 | OtherRevenuePriorYear |
| Other Revenue Current Year | 71352 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68634379 | TotalRevenuePriorYear |
| Total Revenue Current Year | 85632517 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 59512781 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 65562908 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1638997 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1640444 | 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 | 1416323 | OtherExpensePriorYear |
| Other Expenses Current Year | 1514978 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 62568101 | TotalExpensesPriorYear |
| Total Expenses Current Year | 68718330 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6066278 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16914187 | RevenuesLessExpensesCY |
| Total Assets BOY | 55408859 | TotalAssetsBOY |
| Total Assets EOY | 74331164 | TotalAssetsEOY |
| Total Liabilities BOY | 14762058 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16393388 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40646801 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57937776 | NetAssetsOrFundBalancesEOY |
| Mission Description | HOSPITALIZATION, COMPREHENSIVE, MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFIT | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | HOSPITALIZATION, COMPREHENSIVE MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFITS | 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 | 1 | 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 | 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 | 2598 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| 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 | 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 | BRIAN SABBAGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2126841586 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 PARK AVE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| BRIAN SABBAGH | ||||||
| PLAN ADMINISTRATOR | 40.00 | X | 98776 | 0 | 50996 | |
| DANIEL DOYLE | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN O'ROURKE | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT WALSH | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GAYDOS | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW STODDARD | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD O'KANE | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT KOCH | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAKE BIDOSKY | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN HYNES | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN ISAACSON | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT SAMELA | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LAWRENCE WEISS | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN NILSEN | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN FLANNERY | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAN TEUTEL | ||||||
| EMPLOYERS TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES CUSH | ||||||
| EMPLOYEE | 40.00 | 80629 | 0 | 50996 | X | |
| HELENE SCHWARTZ | ||||||
| EMPLOYEE | 40.00 | 71555 | 0 | 50996 | X | |
| ELSIE O'NEIL | ||||||
| EMPLOYEE | 40.00 | 78451 | 0 | 50996 | X | |
| LAWRENCE KEATING | ||||||
| EMPLOYEE | 40.00 | 74580 | 0 | 50996 | X | |
| SUSAN CORBETT | ||||||
| EMPLOYEE | 40.00 | 67442 | 0 | 50996 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98776 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 50996 | 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 (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLLERAN O'HARA & MILLS LLP | |||||
| 1225 FRANKLIN AVE SUITE 450 | GARDEN CITY | NY | 11530 | LEGAL | 183761 |
| THE SEGAL CO | |||||
| 333 WEST 34TH ST | NEW YORK | NY | 10001 | ACTUARY | 127024 |
| JOSEPH STERN CO | |||||
| 401 COLUMBUS AVE | VALHALLA | NY | 10595 | ACCOUNTING | 124030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | 81531292 | 81531292 |
| EMPLOYEE CONTRIBUTIONS | 230000 | 1128027 | 1128027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 82659319 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2522112 | TotalRevenueColumn |
| Exclusion | $2,522,112 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32091830 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31712096 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 379734 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 379734 | TotalRevenueColumn |
| Related Or Exempt Function Income | 379734 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| SERVICE FEE INCOME | 230000 | 66000 | $66,000 | |
| SETTLEMENT INCOME | 230000 | 5352 | 5352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71352 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85632517 | TotalRevenueColumn |
| Related Or Exempt Function Income | 83044405 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,588,112 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65562908 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471433 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571004 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515118 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82889 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254242 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155187 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167222 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71852 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50104 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232539 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24767 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36986 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82050 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125580 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INVESTMENT EXPENSE | 102742 |
| MISCELLANEOUS EXPENSE | 69968 |
| PREFERED PROVIDER ADMIN | 55584 |
| POSTAGE | 47499 |
| EQUIPMENT RENTAL | 23455 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15201 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68718330 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8139283 | BOY |
| EOY | 3017134 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3699280 | BOY |
| EOY | 14627753 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2395645 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74646 | BOY |
| EOY | 62739 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1997661 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1828401 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165398 | BOY |
| EOY | 169260 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42580553 | BOY |
| EOY | 53642527 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749699 | BOY |
| EOY | 416106 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55408859 | BOY |
| EOY | 74331164 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12770619 | BOY |
| EOY | 14688252 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1991439 | BOY |
| EOY | 1705136 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14762058 | BOY |
| EOY | 16393388 | 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 | 40646801 | BOY |
| EOY | 57937776 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40646801 | BOY |
| EOY | 57937776 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55408859 | BOY |
| EOY | 74331164 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 16914187 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 376788 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1997661 | OtherCostOrOtherBasis |
| Depreciation | 1828401 | Depreciation |
| Book Value | 169260 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 169260 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. GOVERNMENT AND AGENCIES | 45741900 | F |
| COMMON STOCK | 7900627 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 53642527 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESCROW PAYABLE | $30,000 |
| DUE TO AFFILIATED FUNDS | $1,161,180 |
| EXCHANGE | $191,230 |
| DUE TO BROKER | $322,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1705136 | TotalOfAmounts |
| Total Revenue | 85632517 | TotalRevenue |
| Total Expenses | 68718330 | TotalExpenses |
| Excess Or Deficit For Year | 16914187 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 376788 | NetUnrealizedGLOnInvestments |
| Other | $1,883,542 | OtherAmount |
| Total Adjustments | 2260330 | TotalAdjustments |
| Excess Or Deficit Per FS | 19174517 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 85906563 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 376788 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 376788 | RevenueNotRptdF990 |
| Revenue Subtotal | 85529775 | RevenueSubtotal |
| Investment Expenses Not Included | 102742 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 102742 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 85632517 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 66732046 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 66732046 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 102742 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1883542 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1986284 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 68718330 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCREASE IN BENEFITS PAYABLE 1,883,542. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN BENEFITS PAYABLE 1,883,542. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO MEMBERS OF ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. | |
| DOCUMENTS AVAILABLE UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 376,788. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|
| IRON WORKERS LOCALS 40 361 & 417 PENSION FUND | ||||||
| 451 PARK AVE SOUTH | NEW YORK | NY | 10016 | TO PROVIDE PENSION BENEFITS TO MEMBERS | NY | 0 |
| IRON WORKERS LOCALS 40 361 & 417 ANNUITY FUND | ||||||
| 451 PARK AVE SOUTH | NEW YORK | NY | 10016 | TO PROVIDE ANNUITY BENEFITS TO MEMBERS | NY | 0 |
| IRON WORKERS LOCALS 40 361 & 417 TOPPING OUT FUND | ||||||
| 451 PARK AVE SOUTH | NEW YORK | NY | 10016 | TO PROVIDE SUPPLEMENTAL MEDICAL AND UNEMPLOYMENT BENEFITS TO MEMBERS | NY | 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |