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← SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND

Form 990 for tax year 2024

Filed by SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND.

Totals

Total revenue
$177,075
Total expenses
$101,895
Contributions and grants received
$84,763
Grants paid
$0
Program service revenue
$0
Investment income
$92,312
Other revenue
$0
Total assets, end of year
$2,184,670
Total liabilities, end of year
$3,873
Net assets or fund balances, end of year
$2,180,797
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.

  • 1f · All other contributions, gifts and grants

    $84,763

  • 3 · Investment income

    total $92,312 · unrelated business $92,312

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $60,415

  • 11a · Fees: management

    total $8,536

  • 11b · Fees: legal

    total $7,302

  • 11c · Fees: accounting

    total $12,500

  • 11f · Fees: investment management

    total $8,575

  • 13 · Office expenses

    total $146

  • 23 · Insurance

    total $1,959

  • 24a · Other expenses: FEDERAL TAX - PCORI

    total $2,462

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,387 · end of year $21,139

  • 2 · Savings and temporary cash investments

    beginning of year $80,483 · end of year $77,198

  • 4 · Accounts receivable

    beginning of year $11,876 · end of year $19,137

  • 9 · Prepaid expenses and deferred charges

    end of year $3,341

  • 11 · Investments: publicly traded securities

    beginning of year $1,942,795 · end of year $2,063,855

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,387 · end of year $3,873

  • 27 · Net assets without donor restrictions

    beginning of year $2,080,154 · end of year $2,180,797

Mission and programs · 2024

Mission

THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.

  • TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.

As filed on the 2024 return.

Listed in Part VII

  • Jamie Bostic

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Nelson Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Lewis

    CHAIRMAN (JUL-DEC)

    Total calculated
    $0
    Hours/week
    2

  • Patrick Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Haas

    CHAIRMAN (JAN-JUL)

    Total calculated
    $0
    Hours/week
    1

  • Morgan Stanley

    INSTITUTIONAL TRUSTEE

    Total calculated
    $7,902
    From this org
    $7,902
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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.

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.

  • SHEET METAL WORKERS INTERNATIONAL ASSOCIATION UNION LOCAL NO 33

    501(C)(5) · UNION REPRESENTATION · OH

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • GOLD STANDARD HEATING AND COOLING LLC

  • HARVEY AIR BALANCING COMPANY OF WV LLC

  • H&M HVAC PRO SERVICE LLC

  • WOOD COMMERCIAL HVAC SERVICES LLC

Related corporations and trusts

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

  • AIR SYSTEMS SHEET METAL CO INC

  • BECKER'S HEATING & AIR CONDITIONING INC

  • DANSER INC

  • EARLY CONSTRUCTION CO

  • KENT WELDING INC

  • MORRISON INC

  • MURRAY SHEET METAL COMPANY INC

  • NF MANSUETTO & SONS INC

  • STEERS HEATING & COOLING INC

  • TRI-STATE ROOFING & SHEET METAL COMPANY

  • UNITED CONSTRUCTION COMPANY INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202503179349301630

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