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Nonprofiteer
← NORTHWEST SHEET METAL WORKERS WELFARE FUND

Form 990 for tax year 2022

Filed by NORTHWEST SHEET METAL WORKERS WELFARE FUND.

Totals

Total revenue
$108,734,867
Total expenses
$94,195,032
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$108,139,281
Investment income
$595,586
Other revenue
$0
Total assets, end of year
$166,896,784
Total liabilities, end of year
$52,309,831
Net assets or fund balances, end of year
$114,586,953
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 $92,560,347 · related or exempt $92,560,347

  • 2b · Program service revenue: SUPP. BENEFIT CONTRIBS

    total $8,829,064 · related or exempt $8,829,064

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTI

    total $6,660,037 · related or exempt $6,660,037

  • 2d · Program service revenue: LIQUIDATED DAMAGES

    total $89,833 · related or exempt $89,833

  • 3 · Investment income

    total $4,976,977 · excluded $4,976,977

  • 7a · Gross sales of assets other than inventory

    securities $81,216,108

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

    securities $85,597,499

  • 7c · Gain or loss

    securities -$4,381,391

  • 7d · Net gain or loss

    total -$4,381,391 · related or exempt -$4,381,391

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $91,941,305

  • 11a · Fees: management

    total $1,329,918

  • 11b · Fees: legal

    total $115,921

  • 11c · Fees: accounting

    total $106,771

  • 11f · Fees: investment management

    total $106,966

  • 11g · Fees: other

    total $172,696

  • 13 · Office expenses

    total $212,061

  • 17 · Travel

    total $57,671

  • 19 · Conferences, conventions and meetings

    total $75,411

  • 23 · Insurance

    total $47,181

  • 24a · Other expenses: AFFORDABLE CARE ACT FEE

    total $28,281

  • 24e · All other expenses

    total $850

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,125,219 · end of year $21,987,288

  • 4 · Accounts receivable

    beginning of year $9,489,229 · end of year $10,606,881

  • 11 · Investments: publicly traded securities

    beginning of year $134,337,095 · end of year $134,302,615

  • 17 · Accounts payable and accrued expenses

    beginning of year $302,390 · end of year $253,326

  • 25 · Other liabilities

    beginning of year $50,086,227 · end of year $52,056,505

  • 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 $107,562,926 · end of year $114,586,953

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

Activities or mission (Part I)

HEALTH AND WELFARE BENEFITS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

As filed on the 2022 return.

Listed in Part VII

  • Kolby Hanson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jeff Link

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Carl Marcum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Happe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Randy Golding

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Julie Muller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lance Deyette

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brandon Leatham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Devin Leingang

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Angela White

    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.

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.

  • SE WASHINGTON & NE OREGON JATC

  • SHEET METAL WORKERS LOCAL 103M

  • SHEET METAL WORKERS LOCAL 23A

  • SHEET METAL WORKERS LOCAL 23 JATC

  • SHEET METAL WORKERS LOCAL 55

  • SHEET METAL WORKERS LOCAL 66S

  • SHEET METAL WORKERS LOCAL 66 MKT RECOVERY

  • WESTERN WASHINGTON SHEET METAL JATC

  • MONTANA STATE SHEET METAL JATC

  • NE WAN IDAHO JATC

  • SW CENTRAL ID JATC

  • SAFWAY - LOCAL 66

  • SHEET METAL WORKERS LOCAL 55 - MARKET RECOVERY

  • POCATELLO SE IDAHO JATC

  • SM LOCAL #214 LA

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.

  • 4G PLUMBING & HEATING

  • ABC MECHANICAL INC

  • ACCO-AIR CONDITIONING CO (ACCO ENGINEERED SYSTEMSBELLEVUE MECHANICAL)

  • ACCU DUCT MFG

  • AIR ANDERSON INC

  • AIR CONTROLS - BILLINGS

  • AIR CONTROLS - BOZEMAN

  • AIR HANDLERS INC

  • AIR-OPS LLC

  • AIRTEST COMPANY

  • ALASKA SHEET METAL INC

  • ALL METALS FABRICATION

  • ALL VALLEY SHEET METAL INC

  • ALLIANT SYSTEMS

  • AMERICAN NATIONAL INSULATION INC DBA INSULPRO PROJECTS

  • AMERICOOL HEATING & AC

  • APOLLO SHEET METAL

  • AQUALINE PLUMBING ELECTRICAL & HEATING

  • ARCHITECTURAL SHEET METAL INC

  • ARCTIC CHILL & HEATING SOLUTIONS LLC

  • ARCTIC REFRIGERATION & AIR CONDITIONING

  • ARGO BLOWER & MFG CO

  • ASAP INC (ARROWHEAD HEATING & AIR CONDITIONING)

  • AUBURN MECHANICAL

  • B & B HEATING & AIRCOND INC

  • BALLARD SHEET METAL WORKS

  • BANNER FURNACE & FUEL INC

  • BEHRENDS MECHANICAL INC

  • BEST CONTRACTING SERVICES INC

  • BLUE MOUNTAIN MECHANICAL INC

  • BLYTHE PLUMBING & HEATING INC

  • BRADLEY AIR COMPANY

  • BRENNAN HEATING & COOLING

  • BUTTE TIN SHOP INC

  • BWXT TECHNICAL SERVICES GROUP INC

  • CAPITAL INDUSTRIES

  • CAPITAL SHEET METAL (CAPITAL HEATING & COOLING)

  • CARLSON SHEET METAL WORKS INC

  • CENTRAL HEATING & AIR CONDITIONING

  • CHEHALIS SHEET METAL & ROOFING CO INC

  • CJ HVAC CONSULTING LLC

  • CMI METAL INDUSTRIES INC

  • CODE MECHANICAL INC

  • COLUMBIA SHEET METAL INC

  • COOK'S AUTO REBUILD INC

  • COOL AIR MECHANICAL INC

  • COPPER CITY SHEET METAL

  • CRESCENT MECHANICAL INC

  • CROWN CORR INC

  • DB SOLUTIONS LLC

  • DARK HORSE INDUSTRIAL SERVICES INC

  • DAVE'S SHEET METAL INC

  • DEAMOR ASSOC INC

  • DELTA TECHNOLOGY CORP

  • DENALI HEATING & AC

  • DIVISION 7 METAL WORKS INC

  • ECKSTROM INDUSTRIES

  • EKLUTNA CONSTRUCTION & MAINTENANCE LLC

  • ELITE MECHANICAL SERVICES

  • EMERALD AIRE INC

  • EMPIRE HEATING & COOLING CO

  • ENVIROMECH

  • EPIC AIR HEATING & COOLING LLC

  • EVERGREEN HOUSE

  • EVERGREEN STATE HEAT & AC

  • FARRINGTON AIR QUALITY SERVICES

  • FELLER HEATING

  • FRAWNER CORP

  • GB SYSTEMS

  • GENERAL MECHANICAL

  • GENSCO

  • GEO HEISER BODY CO LLC

  • GLACKEN FABRICATION LLC

  • H & R MECHANICAL SYSTEMS INC

  • HARDIN & SONS INC

  • HARRIS PACIFIC NORTHWEST LLC

  • HASKELL CORPORATION

  • HEADLESS MUMBY BREWING COMPANY

  • HEAT SYSTEMS INC

  • HERMANSON CORPORATION

  • HOBSON FABRICATING CORPORATION

  • HOLADAY-PARKS INC

  • HOLMBERG COMPANY

  • HOOVER COMMERCIAL REFRIGERATION INC

  • HURLIMAN HVAC

  • ICON-BIM LLC

  • INDYNE INC

  • INGERSOLL SHEET METAL LLC

  • INTELLIGENT DESIGN MECHANICAL SOLUTIONS

  • INTERMECH - IFAHO FALLS DIVISION

  • INTERNATIONAL ASSOCIATION OF SMART

  • J&J HAMMER CONSTRUCTION LLC

  • JH KELLY

  • JOHANSEN MECHANICAL INC

  • KENCO CONSTRUCTION INC

  • KETCHIKAN MECHANICAL INC

  • KEY MECHANICAL OF WASHINGTON

  • KMS HEATING

  • KOLLMAR INC

  • KRUEGER SHEET METAL

  • L & L MECHANICAL INC

  • L & M SHEET METAL FABRICATORS

  • LACEY GLASS

  • LAKE UNION DRYDOCK COMPANY

  • LEE FABRICATORS INC

  • LESLIE & CAMPBELL INC

  • LIVING WATER PLUMBING & MECHANICAL LLC

  • LOCKMER SHEET METAL INC

  • LONG BUILDING TECHNOLOGIES INC

  • LYONS HEATING & AIR LLC

  • MACDONALD MILLER CO

  • MACDONALD MILLER FAC

  • MBI CONSTRUCTION SERVICES INC

  • MCCLINTOCK AND TURK

  • MCKINSTRY COMPANY

  • MD EXTERIORS INC

  • MECH TECH SERVICES LLC

  • MERIT MECHANICAL SERVICES INC

  • METAL CREEK MECHANICAL LLC

  • METAL WORKS OF MONTANA

  • METALWORKS LLC

  • MIDWEST HEATING & COOLING

  • MILLER SHEET METAL INC

  • MILLER'S SMITH & LOSLI SHEET METAL INC

  • MORGAN MECHANICAL INC

  • MOSES LAKE SHEET METAL

  • MOUNTAIN COPPER CREATIONS LLP

  • MURPHY CO

  • NAES POWER CONTRACTORS

  • NEUDORFER ENGINEERS INC

  • NOBLE MECHANICAL LLC

  • NORPAC SHEETMETAL

  • NORTHSHORE EXTERIORS INC

  • NORTHSTAR FEDERAL SERVICES INC

  • NORTHWEST REFRIGERATION SERVICES LLC

  • NW MOUNTAIN AIR INC

  • NWSMW ORGANIZATIONAL TRUST

  • OCEAN PARK MECHANICAL INC

  • OLYMPIA SHEET METAL

  • OVERCAST INNOVATIONS

  • PACIFIC BIM SERVICES

  • PACIFIC MECHANICAL SYSTEMS INC

  • PACIFIC SHIP REPAIR & FAB INC

  • PENDLETON HTG & AC

  • PENN AIR CONTROL INC

  • PERFORMANCE SHEET METAL

  • PHOENIX MECHANICAL INC

  • PORT OF SEATTLE

  • PREMIER STAINLESS

  • PRIME METAL PRODUCTS

  • PRO MECHANICAL SERVICES

  • PROSPECTOR PLUMBING & HEATING

  • PSF MECHANICAL INC

  • PSR HVAC & MECHANICAL SERVICES

  • QUEEN CITY SHEET METAL & ROOFING

  • REFRIGERATION & FOOD EQUIP INC

  • REFRIGERATION UNLIMITED INC

  • RELIABLE SHEET METAL COMPANY

  • RGO INC

  • RIGHT ON HEATING & SHEET METAL

  • ROCKY MOUNTAIN MECHANICAL INC

  • RSI

  • S & R SHEET METAL

  • S & S METAL FABRICATION INC

  • SCHMOLCK MECHANICAL CONTR

  • SCOTT & FROM CO INC

  • SERVICE 1 HVAC LLC

  • SHAMROCK HEATING & COOLING

  • SHEET METAL INC

  • SHEET METAL PRODUCTS INC

  • SHIMMICK CONSTRUCTION CO INC

  • SHINN MECHANICAL

  • SKYLINE ELECTRIC

  • SMACNA WESTERN WASHINGTON INC

  • SMK TRI-CITIES INC

  • SOUTHLAND INDUSTRIES

  • SPINFINITY (INFINITY METAL SPINNING LLC)

  • SPOKANE TIN & SHEET IRON WORKS INC

  • STAINLESS SPECIALISTS INC

  • STETNER CONSTRUCTION GROUP

  • STREIMER SHEET METAL

  • STRYKER CONSTRUCTION INC

  • SUNSET AIR INC

  • SUPERIOR GROUP

  • SUPERIOR PLUMBING & HEATING

  • TC SHEET METAL

  • TEMP CONTROL MECH SERVICE

  • THE ARLEDGE GROUP

  • TIM FORCE TIN SHOP INC (CASPER)

  • TINMAN SHEETMETAL HEATING AND COOLING LLC

  • TOTAL ENERGY MANAGEMENT INC

  • TOTAL QUALITY AIR LLC

  • TRI MECHANICAL INC

  • TRI-COUNTY MECHANICAL & ELECTRIC INC (PLUMBING)

  • TRS MECHANICAL INC

  • TRUEPOINT METALWORKS

  • UNIVERSITY MECHANICAL

  • UPTOWN MECHANICAL

  • VANCE HEATING & AIR CONDITIONING

  • VELOCITY BUILDING TECHNOLOGY SERVICES

  • VET FIRST MECHANICAL

  • VIGOR SHIPYARDS

  • VITAL MECHANICAL SERVICE INC

  • VOGTS HEATING AND AIR

  • WADECO INC

  • WASHINGTON STATE BUILDING & CONSTRUCTION TRADES COUNCIL

  • WASTE TREATMENT COMPLETION COMPANY

  • WEST COAST MECHANICAL SOLUTIONS

  • WESTWARD SEAFOOD

  • WILLIAMS MECHANICAL INC

  • WILLIAMS PLANT SERVICES LLC

  • WRIGHTWAY MECHANICAL LLC

  • YMC INC

  • ZION ELECTRIC

  • AMERICAN BIM CONSTRUCTION

  • API CONSTRUCTION

  • AZ HEATING & AIR LLC

  • DIGITAL PREFAB AND CONSTRUCTION LLC

  • DRI-CON ROOFING

  • FREEDOM AIR BALANCE

  • ICON CORPORATION

  • IDAHO ENVIROMENTAL COALITION LLC

  • INSIDE PASSAGE MECHANICAL CONTRACTORS INC

  • INTERNATIONAL TRAINING INSTITUTE OF SMART

  • PRECISION TEST & BALANCE

  • QUICKTIN INC

  • RMR HEATING & COOLING

  • SCHNEIDERHAN BROTHERS

  • SIGNATURE ROOFING

  • TAYLOR PUMP & SHEET METAL LLC

  • TOTAL MECHANICAL INC

  • TRIMBLE MECHANICAL INC

  • TRUSTED COMFORT

  • TWEET GARROT MECHANICAL

Provenance

Return type
form_990
Tax year
2022
Filed
2 February 2024
IRS schema version
2022v5.0
Source object
202440389349301124

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