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← SHEET METAL WORKRS LOCAL 27 HEALTH & WELFARE FUND

Form 990 for tax year 2025

Filed by SHEET METAL WORKRS LOCAL 27 HEALTH & WELFARE FUND.

Totals

Total revenue
$12,053,994
Total expenses
$13,677,239
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,248,922
Investment income
$689,432
Other revenue
$115,640
Total assets, end of year
$12,688,339
Total liabilities, end of year
$1,219,267
Net assets or fund balances, end of year
$11,469,072
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • CHRISTOPHER W GEORGE

    UNION TRUSTEE

    Total calculated
    $322,195
    From this org
    $0
    From related orgs
    $211,005
    Other
    $111,190
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,005 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $66,616 related
    Nontaxable benefits
    $0 + $44,574 related
    Filer's total
    $0 + $322,195 related

  • MATTHEW JOHNSON

    UNION TRUSTEE

    Total calculated
    $302,080
    From this org
    $0
    From related orgs
    $181,763
    Other
    $120,317
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,763 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $84,801 related
    Nontaxable benefits
    $0 + $35,516 related
    Filer's total
    $0 + $302,080 related

  • LAWRENCE PULLEN III

    UNION TRUSTEE

    Total calculated
    $126,022
    From this org
    $0
    From related orgs
    $98,431
    Other
    $27,591
    Hours/week
    1 + 40 related

  • RICHARD BONNER

    EMPOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN CLICKNER

    EMPOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VINCE SPIEZIO

    EMPOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS DEBARTOLO

    FORMER UNION TRUSTEE

    Total calculated
    $172,625
    From this org
    $0
    From related orgs
    $102,630
    Other
    $69,995
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $102,630 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $52,367 related
    Nontaxable benefits
    $0 + $17,628 related
    Filer's total
    $0 + $172,625 related

  • MICHAEL KOLBASOWSKI

    FORMER UNION TRUSTEE

    Total calculated
    $203,251
    From this org
    $0
    From related orgs
    $114,950
    Other
    $88,301
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,950 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $62,417 related
    Nontaxable benefits
    $0 + $25,884 related
    Filer's total
    $0 + $203,251 related

  • DAWN PASCALE

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERARD LYLE

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS STUDENKO

    FUND ADMINISTRATOR

    Total calculated
    $138,920
    From this org
    $0
    From related orgs
    $84,742
    Other
    $54,178
    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

  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202622059349300932

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