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← SHEET METAL WORKERS INSURANCE FUND OF LANSING MICH

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS INSURANCE FUND OF LANSING MICH.

Totals

Total revenue
$10,014,809
Total expenses
$8,970,311
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,010,749
Investment income
$4,060
Other revenue
$0
Total assets, end of year
$7,745,104
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,745,104
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 $9,271,980 · related or exempt $9,271,980

  • 2b · Program service revenue: PRESCRIPTION DRUG REBATES

    total $379,707 · related or exempt $379,707

  • 2c · Program service revenue: MEMBER SELF-PAYMENTS

    total $359,062 · related or exempt $359,062

  • 3 · Investment income

    total $4,060 · unrelated business $4,060

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $8,311,071

  • 5 · Compensation of officers, directors and key employees

    total $2,258

  • 7 · Other salaries and wages

    total $34,442

  • 10 · Payroll taxes

    total $2,807

  • 11b · Fees: legal

    total $13,827

  • 11c · Fees: accounting

    total $32,370

  • 11g · Fees: other

    total $26,407

  • 13 · Office expenses

    total $2,050

  • 16 · Occupancy

    total $3,533

  • 19 · Conferences, conventions and meetings

    total $4,755

  • 23 · Insurance

    total $25,077

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $488,089

  • 24b · Other expenses: PRINTING & POSTAGE

    total $18,770

  • 24c · Other expenses: MICHIGAN CLAIMS TAX

    total $4,855

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,700,606 · end of year $7,745,104

  • 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 $6,700,606 · end of year $7,745,104

Mission and programs · 2023

Mission

TO PROVIDE MEDICAL AND OTHER BENEFITS FOR MEMBERS OF THIS EMPLOYEES' BENEFICIARY ASSOCIATION.

  • PROVIDED MEDICAL AND RELATED BENEFITS FOR 937 MEMBERS AND 1,112 OF THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Jerry O'Brien

    TRUSTEE

    Total calculated
    $1,190
    From this org
    $1,190
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • Michael Alvarado

    TRUSTEE

    Total calculated
    $1,068
    From this org
    $1,068
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • James Callahan

    TRUSTEE (ENDED 5/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Vance Saunders II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Brett Walters

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Paul Burchfield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Nick Zygadlo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Samual Fuller

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Eric Farrington

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • David Herder

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Danette Sears

    ADMINISTRATOR

    Total calculated
    $0
    Hours/week
    0.5

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.

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 LOCAL 7 ZONE 1 PENSION PLAN

    401(A) · TO PROVIDE PENSION BENEFITS · MI

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349319437

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