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Nonprofiteer
← FOX VALLEY LABORERS HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by FOX VALLEY LABORERS HEALTH AND WELFARE FUND.

Totals

Total revenue
$46,280,368
Total expenses
$44,146,147
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$39,145,103
Investment income
$6,732,247
Other revenue
$403,018
Total assets, end of year
$130,287,745
Total liabilities, end of year
$27,688,742
Net assets or fund balances, end of year
$102,599,003
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $37,010,729 · related or exempt $37,010,729

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $1,894,944 · related or exempt $1,894,944

  • 2c · Program service revenue: MEDICARE D SUBSIDIES

    total $239,430 · related or exempt $239,430

  • 3 · Investment income

    total $4,727,653 · excluded $4,727,653

  • 7a · Gross sales of assets other than inventory

    securities $54,375,558

  • 7b · Less cost or other basis and sales expenses

    securities $52,370,964

  • 7c · Gain or loss

    securities $2,004,594

  • 7d · Net gain or loss

    total $2,004,594 · excluded $2,004,594

  • 11a · Other revenue: REIMB SAL & RELATED EXPENSES FROM

    total $403,018 · related or exempt $403,018

  • 11e · Other revenue, total

    $403,018

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $39,989,010

  • 7 · Other salaries and wages

    total $681,818

  • 8 · Pension plan contributions

    total $385,677

  • 9 · Other employee benefits

    total $211,992

  • 10 · Payroll taxes

    total $101,870

  • 11b · Fees: legal

    total $88,779

  • 11c · Fees: accounting

    total $101,847

  • 11f · Fees: investment management

    total $544,620

  • 11g · Fees: other

    total $1,588,797

  • 13 · Office expenses

    total $287,160

  • 16 · Occupancy

    total $85,142

  • 19 · Conferences, conventions and meetings

    total $20,042

  • 22 · Depreciation, depletion and amortization

    total $8,092

  • 23 · Insurance

    total $40,529

  • 24a · Other expenses: PATIENT PROTECTION & AF

    total $10,772

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $4,646,203 · end of year $4,660,773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,935 · end of year $54,148

  • 10a · Land, buildings and equipment: cost or other basis

    $384,615

  • 10b · Land, buildings and equipment: accumulated depreciation

    $367,118

  • 10c · Land, buildings and equipment, net

    beginning of year $20,003 · end of year $17,497

  • 11 · Investments: publicly traded securities

    beginning of year $115,310,426 · end of year $125,297,779

  • 15 · Other assets

    beginning of year $210,154 · end of year $257,548

  • 17 · Accounts payable and accrued expenses

    beginning of year $135,609 · end of year $109,280

  • 25 · Other liabilities

    beginning of year $25,070,633 · end of year $27,579,462

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $95,031,479 · end of year $102,599,003

Mission and programs · 2023

Mission

TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

  • TO PROVIDE MEDICAL, DENTAL, VISION, TEMPORARY DISABILITY, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. THERE WERE 2,075 ELIGIBLE PARTICIPANTS AT MAY 31, 2024.

As filed on the 2023 return.

Listed in Part VII

  • Brian M Urso

    SECRETARY

    Total calculated
    $240,791
    From this org
    $0
    From related orgs
    $137,686
    Other
    $103,105
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,068 related
    Bonus
    $0
    Other
    $0 + $3,618 related
    Deferred
    $0 + $71,472 related
    Nontaxable benefits
    $0 + $31,633 related
    Filer's total
    $0 + $240,791 related

  • Michael S Bivins

    TRUSTEE

    Total calculated
    $200,787
    From this org
    $0
    From related orgs
    $129,749
    Other
    $71,038
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,392 related
    Bonus
    $0
    Other
    $0 + $2,357 related
    Deferred
    $0 + $52,732 related
    Nontaxable benefits
    $0 + $18,306 related
    Filer's total
    $0 + $200,787 related

  • Steven E Lamp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • John P Bryan

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Brian T Rausch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Alberto Alfaro

    TRUSTEE

    Total calculated
    $286,833
    From this org
    $0
    From related orgs
    $172,078
    Other
    $114,755
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,511 related
    Bonus
    $0
    Other
    $0 + $5,567 related
    Deferred
    $0 + $83,149 related
    Nontaxable benefits
    $0 + $31,606 related
    Filer's total
    $0 + $286,833 related

  • Deborah L French

    ADMINISTRATOR

    Total calculated
    $200,276
    From this org
    $140,914
    From related orgs
    $0
    Other
    $59,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,914
    Bonus
    $0
    Other
    $0
    Deferred
    $36,706
    Nontaxable benefits
    $22,656
    Filer's total
    $200,276

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABITUA SEWER WATER & PLUMB

  • ALLIANCE CONCR SAW & DRILL

  • ALLIANCE CONTRACTORS INC

  • ALTHOFF INDUSTRIES INC

  • AMERICAN VACTOR SERVICES LL

  • APRIL COBRA ENTERPRISES INC

  • ARROW ROAD CONSTRUCTION CO

  • ARTLOW SYSTEMS INC

  • ASC INSULATION FIREPROOFNG

  • AURORA BRICK CLEANERS

  • BEL ROCK ASPHALT PAVING IN

  • BERGER EXCAVATING CONTRACTO

  • BLUEBIRD CONTRACTING INC

  • BUILDERS CONCRETE SERVICES

  • BULLEY & ANDREWS

  • BURROAK MASONRY INC

  • C&H EXCAVATING INC

  • CAMOSY INCORPORATED

  • CAMPTON CONSTRUCTION

  • CARMICHAEL CONSTRUCTION INC

  • CEC ENVIROMENTAL INC

  • CELLCRETE DECKS

  • CENTRAL LANDSCAPING

  • CHADWICK CONTRACTING

  • CHAMPION PAVING CORP

  • CHICAGOLAND PAVING

  • CIVIL CONSTRUCTORS INC OF I

  • COCENTRIC LLC

  • CONCRETE SYSTEMS INC

  • CONTRACTING & MATERIAL CO

  • COOLING LAND CONCEPTS LLC

  • CORRECTIVE ASPHALT MATERIAL

  • CURRAN CONTRACTING CO

  • CYBERDYNE MASONRY DYNAMICS

  • D CONSTRUCTION INC

  • DN TANKS INC

  • DOHERTY CONSTRUCTION INC

  • DON BOHR & SONS INC

  • DOUGAL BUILDING MAINT LLC

  • DPI CONSTRUCTION

  • DUCO CONSTRUCTION INC

  • DUNN COMPANY

  • DYNAMIC CONTRACTORS INC

  • EAGLE CONCRETE INC

  • ELECTRIC CONDUIT CONST

  • ELLIOTT & WOOD INC

  • EVANS & SON BLACKTOP

  • EVEREST EXCAVATING INC

  • FCS LLC

  • FISCHER EXCAVATING INC

  • FIVE STAR ENERGY SERVICES

  • FLOOR TECH SOLUTIONS INC

  • FORSGREN CONSTRUCTION COMPA

  • FOSS LANDSCAPES INC

  • FOX EXCAVATING INC

  • FREEHILL ASPHALT INC

  • GC MASONRY INC

  • GO SERVICES LLC

  • GANZIANO SEWER & WATER INC

  • GENEVA CONST CO

  • GESKE & SONS INC

  • GLADIATOR CONCRETE COMPANY

  • H & S CONCRETE CONSTRUCTION

  • H LINDEN & SONS WATER & SEW

  • H R STEWART INC

  • H&H BUILDERS INC

  • HEELS AND HARDHATS CONTRACT

  • HENKELS & MC COY INC

  • ICC GROUP INC

  • IHC CONSTRUCTION CO LLC

  • INTREN LLC

  • IVAN RICE & SONS INC

  • IWS INC

  • J & S CONSTRUCTION SEWER &

  • J L ALLEN SERVICES INC

  • J NARDULLI CONCRETE INC

  • J P CULLEN & SONS INC

  • JACK HALL CONSTRUCTION

  • JENSENS PLUMBING & HEATING

  • JIM BURKE EXCAVATING INC

  • JIMMY Z MASONRY CORP

  • KANE COUNTY EXCAVATING INC

  • KELLENBERGER PLUMBING & UND

  • KENDALL EXCAVATING & SEPTIC

  • KENNETH F SULLIVAN COMPANY

  • K-FIVE CONSTRUCTION

  • KIRBY CABLE SERVICE INC

  • KWCC INC

  • L J MORSE CONSTRUCTION

  • LAMP INCORPORATED

  • LANAS CONSTRUCTION

  • LANDMARK CONTRACTORS INC

  • LASSWELL MASONRY INC

  • LIBERTY PAVING CO INC

  • LINDBLAD CONSTRUCTION CO

  • LITE CONSTRUCTION

  • LORIG CONSTRUCTION COMPANY

  • M & M WELDING INC

  • MM PETERS CONSTRUCTION INC

  • MARC KRESMERY CONSTRUCTION

  • MARTIN & CO EXCAVATING

  • MECCOR INDUSTRIES LTD

  • MID-AMERICA REGIONAL BARGAI

  • MIDWEST DIRT LLC

  • MIKE HARRIS MASON CONTR INC

  • MJ TRACK WORKS

  • MONTEMAYOR CONSTRUCTION INC

  • MTH UNDERLAYMENT LLC

  • NESLUND & ASSOCIATES INC

  • NORTHERN CONTRACTING INC

  • NORTHERN ILLINOIS FENCE INC

  • NORTHERN ILLINOIS SERVICE C

  • NORTHERN PIPELINE CONST CO

  • NORTHWEST CONTRACTORS INC

  • NORWEST CONSTRUCTION INC

  • N-TRAK GROUP LLC

  • OBSIDIAN ASPHALT PAVING IN

  • ORANGE CRUSH LLC

  • OSWEGO BUILDING SUPPLIES IN

  • OTTO BAUM CO INC

  • P T FERRO CONSTRUCTION CO

  • PALLERA CONSTRUCTION INC

  • PEPPER CONSTRUCTION

  • PERFORMANCE CONST AND ENGIN

  • PETER BAKER & SON COMPANY

  • PHOENIX CORP OF THE QUAD CI

  • PLAINFIELD GRADING & EXCAVA

  • PLOTE CONSTRUCTION INC

  • PORTER BROTHERS CONSTRUCTIO

  • PRECISE CEMENT CONSTRUCTION

  • PREFERRED CONCRETE & EXCAVA

  • R & J MASONRY AND RESTORATI

  • R OLSON CONST CO CONTR INC

  • RAES CONCRETE INC

  • RAGNAR BENSON LLC

  • REED MACHINERY & TRANS CO

  • REIL CONSTRUCTION INC

  • RICO ENTERPRISES INC

  • RINGLAND-JOHNSON INC

  • RIVER CITY CONSTRUCTION

  • ROCK ROAD OF ILLINOIS INC

  • RPH EXCAVATING SEWER & WATE

  • RUDOLPH MASON CONTRACTORS

  • RUIZ CONSTRUCTION SYSTEMS I

  • RYAN COMPANIES US INC

  • S & K EXCAVATING & TRUCKING

  • SCANDROLI CONSTRUCTION CO

  • SCHMELING CONSTRUCTION CO

  • SCHNEIDER EXCAVATING INC

  • SCHROEDER ASPHALT SERVICES

  • SCHUBERT & SON CONCRETE INC

  • SCURTO CEMENT CONSTRUCTION

  • SEYLLER'S INC

  • SHALES MCNUTT LLC

  • SHEET PILING SERVICES LLC

  • SINGLEY CONSTRUCTION

  • SJOSTROM & SONS INC

  • SOIL INSTALLERS

  • STARK & SON TRENCHING INC

  • STENSTROM CONSTRUCTION GROU

  • STENSTROM EXCAV & BLACKTOP

  • STOKES EXCAVATING INC

  • STOTT CONTRACTING

  • TAT ENTERPRISES INC

  • TBS CONSTRUCTION INC

  • THE BOLDT COMPANY

  • THE PENA GROUP INC

  • TNT CONSTRUCTION

  • TOBIN BROS INC

  • TRIGGI CONSTRUCTION INC

  • TROY LEE EXCAVATING INC

  • UTILITY TRAFFIC & RESTORATI

  • V3 CONSTRUCTION TRADES LTD

  • VALOR CONSTRUCTION

  • VIRIDIAN ENTERPRISES INC

  • VISSERING CONSTRUCTION CO

  • W F JOHNSTON CONSTRUCTION I

  • WALSH CONSTRUCTION CO II LL

  • WEAVER CONSTRUCTION INC

  • WHITTAKER CONST & EXCAVAT

  • WILKINSON EXCAVATING INC

  • WILLIAM CHARLES CONST CO LL

  • WILLIAM TONYAN & SONS INC

  • WILLIAMS BROTHERS CONST CO

  • WINNINGER EXCAVATING INC

  • YORK UTILITY SERVICES

Provenance

Return type
form_990
Tax year
2023
Filed
6 March 2025
IRS schema version
2023v6.0
Source object
202540669349300804

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