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← USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST

Form 990 for tax year 2024

Filed by USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST.

Totals

Total revenue
$5,499,270
Total expenses
$4,022,957
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,879,360
Investment income
$2,618,230
Other revenue
$1,680
Total assets, end of year
$53,146,695
Total liabilities, end of year
$34,238
Net assets or fund balances, end of year
$53,112,457
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $2,000,000 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS

    total $879,360 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,164,684 · unrelated business $0 · excluded $2,164,684

  • 7a · Gross sales of assets other than inventory

    securities $11,248,567

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

    securities $10,795,021

  • 7c · Gain or loss

    securities $453,546

  • 7d · Net gain or loss

    total $453,546 · related or exempt $0 · unrelated business $0 · excluded $453,546

  • 11a · Other revenue: OTHER INCOME

    total $1,680 · related or exempt $1,680 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,680

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,617,684 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $58,643 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $12,478 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $49,950 · program services $0 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $15,730 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $222,026 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $17,499 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $1,043 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $24,106 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: PCORI FEE

    total $3,620 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: DEATH AUDIT FEE

    total $178 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $447,800 · end of year $539,594

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,347 · end of year $9,803

  • 11 · Investments: publicly traded securities

    beginning of year $26,755,691 · end of year $30,337,747

  • 12 · Investments: other securities

    beginning of year $22,635,307 · end of year $22,143,081

  • 15 · Other assets

    beginning of year $105,637 · end of year $116,470

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,008 · end of year $34,238

  • 25 · Other liabilities

    beginning of year $1,157 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $49,901,617 · end of year $53,112,457

Mission and programs · 2024

Mission

PROVIDING HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • PROVIDING HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • S Howard Kline

    COMMITTEE MEMBER

    Total calculated
    $29,122
    From this org
    $29,122
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Jeanette Stump

    COMMITTEE MEMBER

    Total calculated
    $29,131
    From this org
    $29,131
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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.

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.

  • Century Aluminum of WV Inc

    C · Aluminum Processing · WV · 0% owned

    Directly controlled by NA

  • Crucible Industries LLC

    C · SPECIALTY STEEL MFG · DE · 0% owned

    Directly controlled by NA

  • FreightCar America Inc

    C · Mfg railway cars · DE · 0% owned

    Directly controlled by NA

  • Briggs & Stratton LLC

    C · Mfg small power equip. · DE · 0% owned

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2025
IRS schema version
2024v5.2
Source object
202542799349300639

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