NORTHERN ILLINOIS AND IOWA LABORERS' HEALTH & WELFARE TRUST

Address
2837 7TH AVENUE
ROCK ISLAND, IL 61201
Contact
Phone: +1 (309) 786-3361
Nonprofit
NTEE: E11 - Single Organization Support
EIN: 36-6157689

Mission

THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS.
 201720162015
Basic features of the organization
Year of formation1967
Subsection501(c)(9)
Organization typeTrust
Metropolitan statistical area1960
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$100,671.00$97,807.00 
Sum of reportable (W2/1099) compensation$76,400.00$75,500.00$74,000.00
Number of employees496
Number of people compensated >$100k100
Number of volunteers006
Number of highly compensated contractors000
Personnel
Adams, David
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personDAVID ADAMSDAVID ADAMSDAVID ADAMS
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Borkgren, Ted
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personTED BORKGRENTED BORKGRENTED BORKGREN
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Dedecker, James
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personJAMES DEDECKERJAMES DEDECKERJAMES DEDECKER
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Howard, Mike
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personMIKE HOWARDMIKE HOWARDMIKE HOWARD
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Lage, Julie
TitleADMINISTRATORADMINISTRATORADMINISTRATOR
Name of key/compensated personJULIE LAGEJULIE LAGEJULIE LAGE
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$76,400.00$75,500.00$74,000.00
Other comp, non-reportable, from org and related orgs$24,271.00$22,307.00$0.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Long, Bradly
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personBRADLY LONGBRADLY LONGBRADLY LONG
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Tondi, Steve
TitleTRUSTEETRUSTEETRUSTEE
Name of key/compensated personSTEVE TONDISTEVE TONDISTEVE TONDI
Average hours per week working for org3.003.003.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesTHE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS.THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS.THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS.
Program expenses (total)$5,768,949.00$7,246,652.00$7,228,267.00
Programs, including revenue & expenses
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS.
Program expenses$5,768,949.00$7,246,652.00$7,228,267.00
Program revenue$8,229,868.00$7,543,385.00$7,288,389.00
Program descriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS.TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS.TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS.
Financial data
Expense categories (totals)
Sum (total functional expenses)$5,768,949.00$7,246,652.00$7,228,267.00
Program services (total functional expenses)$5,768,949.00$7,246,652.00$7,228,267.00
Management & general (total functional expenses)$0.00$0.00$0.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$8,863,292.00$8,467,892.00$8,380,365.00
Program service revenue (total)$6,896,339.00$6,185,299.00$5,815,016.00
Revenue from contributions (total)  $0.00
Investment income$633,424.00$924,507.00$1,091,976.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr$1,333,529.00$1,358,086.00$1,473,373.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00
Gross receipts$18,292,948.00$15,517,018.00$15,323,931.00
Other types of revenue
Miscellaneous revenue (total)$1,333,529.00$1,358,086.00$1,473,373.00
Income from dividends, interest, and similar investments$501,493.00$450,244.00$476,388.00
Net rental income  $0.00
Fees for services
Legal fees (total)$52,130.00$43,549.00$40,559.00
Fundraising service fees (total)$0.00$0.00$0.00
Investment management fees (total)$128,859.00$120,237.00$112,314.00
Accounting service fees (total)$22,800.00$22,100.00$21,500.00
Assets and liabilities
Total assets$27,585,080.00$23,516,009.00$22,340,873.00
Total assets, beginning of year$23,516,009.00$22,340,873.00$21,414,216.00
Total liabilities$7,064,395.00$8,093,144.00$7,474,988.00
Total liabilities, beginning of year$8,093,144.00$7,474,988.00$5,256,305.00
Net assets$20,520,685.00$15,422,865.00$14,865,885.00
Net assets, beginning of year$15,422,865.00$14,865,885.00$16,157,911.00
Other liabilities$6,905,149.00$7,826,550.00$7,227,812.00
Other assets$100,871.00$1,015,287.00$93,135.00
Investments: publicly traded securities$25,491,331.00$21,071,883.00$20,634,716.00
Cash: non-interest bearing$20.00$20.00$20.00
Cash: non-interest bearing, beginning of year$20.00$20.00$21.00
Other financial variables
Revenue less expenses$3,094,343.00$1,221,240.00$1,152,098.00
Savings & temp cash investment$1,340,943.00$723,031.00$986,094.00
Accounts receivable, net$640,244.00$695,354.00$618,736.00
Prepaid expenses & deferred charges$8,754.00$10,282.00$7,862.00
Accounts payable & accrued expenses$159,246.00$266,594.00$247,176.00
Total net assets or fund balances$20,520,685.00$15,422,865.00$14,865,885.00
Depreciation, depletion, amortization$597.00$158.00$189.00
Governance and accountability
Number of voting members666
Number of independent voting members666
Financial sheets auditedTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-01
Tax year end date2017-12-312016-12-312015-12-31
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-10-022017-11-082016-12-19
IRS schema version2017v2.22016v3.02015v2.1
Filing identifier201822069349300307201702719349300035201632219349300648
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