← HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND

Form 990 for tax year 2023

Filed by HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND.

Totals

Total revenue: $10,157,910
Total expenses: $9,787,896
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $9,787,053
Investment income: $370,857
Other revenue: $0
Total assets, end of year: $39,456,863
Total liabilities, end of year: $198,906
Net assets or fund balances, end of year: $39,257,957
Program services expenses (Part IX): $9,787,896
Management and general expenses: $0
Fundraising expenses: $0
Program service expenses (Part III): $10,462,130

Program services were 100.0% 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 $8,027,856 · related or exempt $8,027,856
2b · Program service revenue: MEMBER CONTRIBUTIONS

total $1,759,197 · related or exempt $1,759,197
3 · Investment income

total $370,857 · related or exempt $370,857

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $9,112,819 · program services $9,112,819
11a · Fees: management

total $210,277 · program services $210,277
11b · Fees: legal

total $20,491 · program services $20,491
11c · Fees: accounting

total $13,388 · program services $13,388
11f · Fees: investment management

total $82,693 · program services $82,693
11g · Fees: other

total $262,011 · program services $262,011
13 · Office expenses

total $7,542 · program services $7,542
23 · Insurance

total $10,364 · program services $10,364
24a · Other expenses: TRUSTEE EXPENSE

total $42,697 · program services $42,697
24b · Other expenses: PRINTING

total $14,242 · program services $14,242
24c · Other expenses: POSTAGE

total $11,372 · program services $11,372

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $6,048,742 · end of year $4,269,951
4 · Accounts receivable

beginning of year $640,641 · end of year $1,059,081
9 · Prepaid expenses and deferred charges

beginning of year $1,893 · end of year $0
11 · Investments: publicly traded securities

beginning of year $27,699,375 · end of year $34,127,831
17 · Accounts payable and accrued expenses

beginning of year $307,876 · end of year $198,906
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 $34,082,775 · end of year $39,257,957

Mission and programs · 2023

Mission

THE HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND IS A TAFT-HARTLEY TRUST ESTABLISHED TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 1.

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS

Expenses $10,462,130

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Robert AckmanROBERT ACKMAN

TRUSTEE

Total calculated

$0

Hours/week

1
Thomas LeahyTHOMAS LEAHY

TRUSTEE

Total calculated

$0

Hours/week

1
Sonny CostaSONNY COSTA

TRUSTEE

Total calculated

$0

Hours/week

1
Dan BakerDAN BAKER

TRUSTEE

Total calculated

$0

Hours/week

1
Johnny ThornburghJOHNNY THORNBURGH

TRUSTEE

Total calculated

$0

Hours/week

1
Chris LylesCHRIS LYLES

CHAIRMAN

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.

INTL ASSOC HEAT AND FROST INSULATORS LOCAL 1

501 (C)(5) · LABOR UNION · MO
INTERNATIONAL ASSOC HEAT AND FROST APPRENTICE FUND

501 (C)(5) · APPRENTICESHIP FUND · MO
MASTER INSULATORS OF ST LOUIS

501 (C)(5) · ASSOCIATION · MO

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.

A & W PLUMBING AND HEATING
ADY INSULATION
ALLIED POWER LLC
APACHE INDUSTRIAL UNITED INC
API
BHI ENERGY
BI STATE INSULATION INC
BRANDSAFWAY
BUDROVICH SPECIALITY GRP LLC
CENTRAL SERVICES
FIRESTOP TECHNOLOGIES
FLUOR CONSTRUCTORS INTL
GALT INDUSTRIES
GRP MECHANICAL
INSUL & SUPPLIES CORP
INSULATION MASTERS INC
INTEGRITY INSULATION
IOWA-ILLINOIS THERMAL INC
KASKASKIA MECH INSULATION
LMB COMPANIES INC
M & O INSULATION CO
MCNAMEE MECHANICAL INSLT LLC
MERIT MECHANICAL
MIDWEST MECHANICAL
PARAGON PIPECOVERERS INC
PREMIER INSULATION
PRO FIRE STOP
PRO INSULATION
REBEL INC
SI THERMAL LLC
SIDNSY INSULATTION
SPRINKMANN INSULATION
STL DIRECT MECHANICAL
THORNBURGH INSULATION
TRENHOLM MECHANICAL INS
TRIANGLE ENTERPRISES INC
UNITED MECHANICAL INSULATION
WALSH INSULATION

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 October 2024
IRS schema version: 2023v5.1
Source object: 202442889349302079

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