Form 990 for tax year 2023
Filed by MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH TRUST FUND.
Totals
- Total revenue
- $27,789,520
- Total expenses
- $30,349,418
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $27,193,664
- Investment income
- $595,856
- Other revenue
- $0
- Total assets, end of year
- $55,363,576
- Total liabilities, end of year
- $226,385
- Net assets or fund balances, end of year
- $55,137,191
- 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 $24,557,934 · related or exempt $24,557,934
-
2b · Program service revenue: MEMBER SELF PAY
total $2,635,730 · related or exempt $2,635,730
-
3 · Investment income
total $1,743,433 · excluded $1,743,433
-
7a · Gross sales of assets other than inventory
securities $49,740,107
-
7b · Less cost or other basis and sales expenses
securities $50,887,684
-
7c · Gain or loss
securities -$1,147,577
-
7d · Net gain or loss
total -$1,147,577 · excluded -$1,147,577
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $23,774,507
-
11a · Fees: management
total $1,120,680
-
11b · Fees: legal
total $27,533
-
11c · Fees: accounting
total $30,686
-
11f · Fees: investment management
total $177,321
-
11g · Fees: other
total $93,190
-
13 · Office expenses
total $35,531
-
14 · Information technology
total $41,109
-
19 · Conferences, conventions and meetings
total $1,329
-
23 · Insurance
total $4,258,222
-
24a · Other expenses: NETWORK ACCESS FEES
total $760,010
-
24b · Other expenses: ACA FEES
total $20,766
-
24c · Other expenses: OTHER ADMIN EXPENSES
total $8,534
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,267,896 · end of year $1,384,373
-
2 · Savings and temporary cash investments
beginning of year $392,853 · end of year $593,510
-
4 · Accounts receivable
beginning of year $2,890,294 · end of year $4,815,948
-
9 · Prepaid expenses and deferred charges
beginning of year $12,461 · end of year $12,461
-
11 · Investments: publicly traded securities
beginning of year $32,761,509 · end of year $36,296,795
-
12 · Investments: other securities
beginning of year $13,173,303 · end of year $12,227,489
-
15 · Other assets
end of year $33,000
-
17 · Accounts payable and accrued expenses
beginning of year $1,276,986 · end of year $226,385
-
29 · Capital stock, trust principal or current funds
beginning of year $55,221,330 · end of year $55,137,191
-
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 $0 · end of year $0
Mission and programs · 2023
Mission
PROVIDE HEALTH BENEFITS TO MEMBERS.
Activities or mission (Part I)
PROVIDE HEALTH BENEFITS TO MEMBERS
-
PROVIDING OF HEALTH BENEFITS TO MEMBERS
As filed on the 2023 return.
Listed in Part VII
-
Raul CastroRAUL CASTRO
TRUSTEE
- Total calculated
- $130,509
- From this org
- $0
- From related orgs
- $130,509
- Other
- $0
- Hours/week
- 1 + 50 related
-
William SprouleWILLIAM SPROULE
TRUSTEE
- Total calculated
- $374,635
- From this org
- $0
- From related orgs
- $374,635
- Other
- $0
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $374,635 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $374,635 related
-
Anthony AbrantesANTHONY ABRANTES
TRUSTEE
- Total calculated
- $272,180
- From this org
- $0
- From related orgs
- $272,180
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $272,180 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $272,180 related
-
John BarberJOHN BARBER
TRUSTEE
- Total calculated
- $130,599
- From this org
- $0
- From related orgs
- $130,599
- Other
- $0
- Hours/week
- 1 + 40 related
-
Peggy JonesPEGGY JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mark HumphreyMARK HUMPHREY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Lewis KimballLEWIS KIMBALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
George MaloneyGEORGE MALONEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Chris OdellCHRIS ODELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mike ConnerMIKE CONNER
TRUSTEE
- Total calculated
- $98,832
- From this org
- $0
- From related orgs
- $98,832
- Other
- $0
- Hours/week
- 1 + 40 related
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
None.
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.
-
MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' PENSION PLAN
501(A) · PENSION FUND · MD
-
MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' PENSION PLAN ANNUITY FUND
501(A) · ANNUITY FUND · MD
-
EASTERN ATLANTIC STATES REGIONAL COUNCIL
501(C) · LABOR ORGANIZATION · PA
-
MID-ATLANTIC CARPENTERS' TRAINING CENTER
501(C) · TRAINING CARPENTER APPRENTICES · MD
-
CARPENTERS VACATION FUND OF BALTIMORE MD
501(C) · VACATION FUND · MD
-
BOARD OF TRUSTEES - MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
501(C) · PLAN SPONSOR · MD
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.
-
ALL MECHANICAL AND PLUMBING LLC
-
AMF WALLS & CEILINGS LLC
-
AURA INTERIOR SERVICES LLC
-
BAILEY CONSTRUCTION CO LLC
-
BERNWARD CONSULTING ASSOCIATES LLC
-
BRANDSAFWAY INDUSTRIES LLC
-
BRANDSAFWAY SERVICES
-
CLARK CONSTRUCTION GROUP LLC
-
CLEVENGER INTERIORS LLC
-
CRITICAL POINT CONSTRUCTION LLC
-
D P R CONSTRUCTION A GP
-
DELTA-RAILROAD A JOINT VENTURE LLC
-
ENERFAB POWER & INDUSTRIAL LLC
-
ETHOSENERGY FIELD SERVICES LLC
-
FOUR TRIBES ENTERPRISES LLC
-
G&M SERVICES LLC
-
GLOBAL TECHNICAL SERVICES LLC
-
IPC LYDON LLC
-
LAKEWOOD MANUFACTURING LLC
-
MALCOLM INTERNATIONAL LLC
-
MCCROSSIN FOUNDATIONS LLC
-
MCT SERVICES LLC
-
MICHAEL BONK CONTRACTING LLC
-
MID ATLANTIC PIPING LLC
-
MILO PLASTERING LLC
-
O'BARR CONSTRUCTION LLC
-
REGENCY COMMERCIAL CONSTRUCTION INC
-
ROCK SPRING CONTRACTING LLC
-
SALINI IMPREGILO HEALY
-
SOUDERS CONSTRUCTION LLC
-
STEELE FOUNDATIONS LLC
-
STRUCTSURE SCAFFOLD LLC
-
THE GALLERY GRID LLC
-
TOWER FACILITY MANAGEMENT LLC
-
TRADE-MARK INDUSTRIAL LLC
-
USAM DC LLC
-
W&M CONTRACTING LLC
-
WASHINGTON WOODWORKING CO LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A J VATER & CO INC
-
ABS VERTICON INC
-
ACTION ELECTRIC CO INC
-
ADIRONDACK SCENIC INC
-
ALLIED POWER SERVICES LLC
-
AMERICAN NATIONAL INSULATION INC
-
ARI INSTALLERS
-
ASSOCIATED BUILDERS INC
-
ATACCON LLC
-
ATLANTIC CONSTRUCTORS INC
-
ATLANTIC PLANT MAINTENANCE INC
-
AUTOMATION SOLUTIONS INC
-
B W HOVERMILL CO
-
BALTIMORE PILE DRIVING INC
-
BELTWAY PAVING OF SOUTHERN MARYLAND
-
BERKEL & CO CONTRACTORS INC
-
BLACK DOG DIVERS INC
-
BOGNET CONSTRUCTION ASSOCIATES INC
-
BOWEN ENGINEERING
-
BRAYMAN CONSTRUCTIONS
-
BRUNSWICK BOWLING & BILLIARDS CORP
-
BUCH CONSTRUCTION INC
-
BUILDING SPECIALTIES INC
-
BUNTING GRAPHICS
-
C R MEYER AND SONS COMPANY
-
C&D RIGGING INC
-
C J COAKLEY CO INC
-
CARL BELT INC
-
CHESAPEAKE ELEVATOR INTERIORS INC
-
CHEWNING & WILMER INC
-
COMPONENT ASSEMBLY SYSTEMS INC
-
CONRAD BROTHERS OF VIRGINIA INC
-
CORBETT CONSTRUCTION INC
-
D & D MECHANICAL INC
-
DAY & ZIMMERMANN
-
DGI-MENARD INC
-
DORAL CORPORATION
-
DUGGAN CONTRACTING CORP
-
EASLEY & RIVERS INC
-
EAST COAST METAL SYSTEMS
-
EASTERN ATLANTIC STATES REGIONAL COUNCIL
-
EASTERN MILLWRIGHT REG COUNCIL APP FUND
-
EMPLOYCO
-
ESTIME ENTERPRISES INC
-
F & F CONSTRUCTION INC
-
FAZIO MECHANICAL SERVICES INC
-
FEDERAL PAINTING INC
-
FMS CONSTRUCTION CO
-
FOUR SQUARE INDUSTRIAL CONSTRUCTORS LLC
-
GIFFIN INTERIOR & FIXTURE INC
-
GOEBEL FIXTURE CO
-
GRUNLEY CONSTRUCTION CO INC
-
HARRIOTT CONTRACTING LLC
-
HARRIS ENVIRONMENTAL SYSTEMS INC
-
HOURIGAN CONSTRUCTION CORP
-
HOUSING AUTHORITY-BALTIMORE CITY
-
HUMPHREY RICH CONSTRUCTION GROUP INC
-
IMPERIAL WOODWORKING CO
-
INDUSTRIAL MAINTENANCE SERVICES INC
-
INTERIOR INSTALLATION SERVICES
-
J J WHITE INC
-
J P MORGAN RETIREMENT PLAN SERVICES
-
J C ORR & SONS
-
JAMES G DAVIS CONSTRUCTION CORP
-
JOHN H HAMPSHIRE INC
-
JOSEPH B FAY CO
-
KBR CORPORATION
-
KELLER NORTH AMERICA INC
-
KIEWIT INFRASTRUCTURE CO
-
KIMBALL CONSTRUCTION CO INC
-
KJELLSTROM & LEE INC
-
L R COSTANZO CO
-
LASHLEY CONSTRUCTION CO
-
M STANCLIFF CONSTRUCTION CO
-
MACY'S EAST
-
MANHEIM CORPORATION
-
MARCHUK CONSTRUCTION COMPANY INC
-
MARYLAND TRANSIT SOLUTIONS
-
MASON BUILDING GROUP INC
-
MC DONOUGH CONSTRUCTION RENTALS
-
MCNEW EXCAVATING INC
-
MICHELS CORPORATION
-
MID-ATLANTIC CARPENTERS' TRAINING CENTER
-
NATIONAL ASSOC OF LETTER CARRIERS
-
NATIONAL FINANCIAL SERVICES LLC
-
NEWMARK KNIGHT FRANK
-
NICHOLSON CONSTRUCTION COMPANY
-
O'CONNOR CORPORATION
-
PENN INSTALLATIONS INC
-
PENN QUARTER'S INSTALLATIONS INC
-
PERFORMANCE CONTRACTING INC
-
PER-GEESH CONSTRUCTION INC
-
PERMADUR IND SISSCO
-
PEVARNIK BROTHERS INC
-
PINTER & CO INC
-
PIQUA STEEL COMPANY
-
POLYTEMP CORPORATION
-
PRECISION COOLING TOWERS INC
-
R D CREATIONS
-
R M HARRISON MECHANICAL CORP
-
RAND CONSTRUCTION CORPORATION
-
REGIONAL CONSTRUCTION CO INC
-
RICHARD GOETTLE INC
-
RIGGS DISTLER & CO
-
RUSSELL CONSTRUCTION CO
-
RW DAKE
-
SABEY CONSTRUCTION INC
-
SAFEWAY INC
-
SAMAP USA CORP
-
SCHNABEL FOUNDATION CO
-
SHADE CONSTRUCTION CO INC
-
SIEMENS GENERATION SERVICES
-
SOMERSET STEEL & ERECTION CO INC
-
TN WARD COMPANY
-
TATE ORNAMENTAL INC
-
TAYLOR & PARRISH INC
-
TAYLOR BROS CONSTRUCTION CO INC
-
TEXAM CONSTRUCTION CO INC
-
THE BEAVER EXCAVATING COMPANY
-
THE BOLDT COMPANY
-
THE LENKIN COMPANY
-
THE POOLE & KENT CORPORATION
-
TITAN INDUSTRIAL SERVICES
-
TOMPKINS BUILDERS INC
-
TRITON CONSTRUCTION INC
-
TRUMBULL CONSTRUCTION CORPORATION
-
TSAR INC
-
TUCKMAN-BARBEE CONSTRUCTION COMPANY INC
-
UBC NATL JOB CORPS TRAIN FND INC
-
UNISTRUT INTERNATIONAL CORP
-
UNITED BROTHERHOOD OF CARPENTERS
-
UNIVERSAL PLANT SERVICES
-
VERTICAL ACCESS SOLUTIONS
-
VOITH HYDRO INC
-
W F MAGANN CORP
-
W M JORDAN COMPANY INC
-
WALKER DIVING UNDERWATER CONSTR CORP
-
WALTER N YODER & SONS INC
-
WAREHOUSE BENEFIT FUND LOCAL 570
-
WASHINGTON HILTON & TOWERS HOTEL
-
WENGER TRAFFIC CORPORATION
-
WESTERN INDUSTRIAL CONTRACTORS
-
WHITE LINE CONSTRUCTION INC
-
WOODS CONSTRUCTION INC
-
Z-BEST WALLCOVERINGS INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423189349307012
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