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← UNITED UNION OF ROOFERS WATER PROOFERS HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by UNITED UNION OF ROOFERS WATER PROOFERS HEALTH & WELFARE FUND.

Totals

Total revenue
$3,551,107
Total expenses
$3,132,965
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,360,137
Investment income
$190,970
Other revenue
$0
Total assets, end of year
$3,096,622
Total liabilities, end of year
$168,688
Net assets or fund balances, end of year
$2,927,934
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$2,623,139

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: MEMBERSHIP CONTRIBUTIO

    total $3,360,137 · related or exempt $3,360,137

  • 3 · Investment income

    total $44,194 · excluded $44,194

  • 7a · Gross sales of assets other than inventory

    securities $804,503

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

    securities $657,727

  • 7c · Gain or loss

    securities $146,776

  • 7d · Net gain or loss

    total $146,776 · related or exempt $146,776

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,264,078

  • 11b · Fees: legal

    total $18,323

  • 11c · Fees: accounting

    total $17,750

  • 11f · Fees: investment management

    total $5,059

  • 13 · Office expenses

    total $6,536

  • 23 · Insurance

    total $67,649

  • 24a · Other expenses: STOP LOSS INSURANCE

    total $445,979

  • 24b · Other expenses: CLAIMS FEE, MEDICAL REV

    total $142,459

  • 24c · Other expenses: NETWORK COSTS

    total $74,735

  • 24d · Other expenses: CONTRACT ADMINISTRATOR

    total $61,800

  • 24e · All other expenses

    total $28,597

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $330,848 · end of year $1,137,177

  • 4 · Accounts receivable

    beginning of year $636,266 · end of year $344,050

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,966 · end of year $7,791

  • 11 · Investments: publicly traded securities

    beginning of year $2,514,711 · end of year $1,607,604

  • 17 · Accounts payable and accrued expenses

    beginning of year $579,528 · end of year $168,688

  • 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 $2,909,263 · end of year $2,927,934

Mission and programs · 2022

Mission

EMPLOYERS CONTRIBUTE TO THE LOCAL UNION 12 HEALTH FUND SO THAT THE FUND CAN PROVIDE FOR HOSPITALIZATION, LIFE INSURANCE, DISABILITY INSURANCE, SURGERY, DENTAL AND OTHER MEDICAL EXPENSES FOR THE EMPLOYEES OF THE CONTRIBUTING EMPLOYERS.

Activities or mission (Part I)

PROVIDES MEDICAL, DENTAL, DRUG, AND DISABILITY BENEFITS FOR MEMBERS.

  • MEDICAL CLAIMS

    Expenses $1,990,314

  • PRESCRIPTION BENEFITS

    Expenses $419,414

  • SUPPLEMENTAL MEDICAL BENEFITS

    Expenses $149,840

  • OTHER MEDICAL RELATED EXPENSES AND ADMINISTRATION EXPENSES

    Expenses $63,571

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Louis Kaminski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kenneth MacDonald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Warren Waller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Guertin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Lucchesi Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kim Marshall

    TRUSTEE

    Total calculated
    $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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349313624

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