Form 990 for tax year 2024
Filed by ROOFERS UNION LOCAL 33 INSURANCE.
Totals
- Total revenue
- $13,916,873
- Total expenses
- $9,916,431
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $13,992,398
- Investment income
- -$75,525
- Other revenue
- $0
- Total assets, end of year
- $9,702,725
- Total liabilities, end of year
- $49,414,482
- Net assets or fund balances, end of year
- -$39,711,757
- 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 $13,642,185 · related or exempt $13,642,185
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $350,213 · related or exempt $350,213
-
3 · Investment income
total $269,588 · excluded $269,588
-
7a · Gross sales of assets other than inventory
securities $1,634,861
-
7b · Less cost or other basis and sales expenses
securities $1,979,974
-
7c · Gain or loss
securities -$345,113
-
7d · Net gain or loss
total -$345,113 · excluded -$345,113
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $8,363,517
-
11b · Fees: legal
total $20,000
-
11c · Fees: accounting
total $26,500
-
11f · Fees: investment management
total $7,289
-
11g · Fees: other
total $52,250
-
13 · Office expenses
total $939
-
23 · Insurance
total $2,218
-
24a · Other expenses: STOP/LOSS PREMIUMS
total $1,280,695
-
24b · Other expenses: ADMINISTRATION FEES
total $155,669
-
24c · Other expenses: PCORI FEES
total $4,968
-
24d · Other expenses: PRINTING EXPENSE
total $2,386
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,957,850 · end of year $826,418
-
4 · Accounts receivable
beginning of year $1,877,339 · end of year $2,031,216
-
10a · Land, buildings and equipment: cost or other basis
$20,939
-
10b · Land, buildings and equipment: accumulated depreciation
$20,939
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,340,867 · end of year $4,702,474
-
12 · Investments: other securities
beginning of year $1,996,989 · end of year $2,009,039
-
15 · Other assets
beginning of year $92,300 · end of year $133,578
-
17 · Accounts payable and accrued expenses
beginning of year $10,840 · end of year $14,834
-
25 · Other liabilities
beginning of year $54,436,828 · end of year $49,399,648
-
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 -$44,182,323 · end of year -$39,711,757
Mission and programs · 2024
Mission
PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE, LIFE AND LONG-TERM DISABILITY BENEFITS MEMBERS AND/OR BENEFICIARIES
Activities or mission (Part I)
PROVIDE MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO UNION MEMBERS AND THEIR FAMILIES
-
PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE,LIFE AND LONGTERM DISABILITY BENEFITS TO MEMBERS AND THEIR FAMILIES AND/OR BENEFICIARIES.
As filed on the 2024 return.
Listed in Part VII
-
Mark BrousseauMARK BROUSSEAU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David KleinDAVID KLEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John MarconeJOHN MARCONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul BickfordPAUL BICKFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas S GunningTHOMAS S GUNNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joseph Ferris JrJOSEPH FERRIS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Anna BrousaidesANNA BROUSAIDES
ADMINISTRATOR
- Total calculated
- $211,414
- From this org
- $0
- From related orgs
- $136,770
- Other
- $74,644
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $136,770 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,330 related
- Nontaxable benefits
- $0 + $27,314 related
- Filer's total
- $0 + $211,414 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.
-
501(C)(6) · ADMIN · MA
-
ROOFERS LOCAL NO 33 THRIFT FUND
501(C)(9) · BENEFITS · MA
-
ROOFERS LOCAL NO 33 PENSION
501(C)(9) · BENEFITS · MA
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.
-
APEX GREEN ROOFS INC
MA
-
APOLLO ROOFER
MA
-
COMMERCIAL RI MEMBERS
CT
-
COMMERCIAL ROOFING CO INC
CT
-
COMMONWEALTH BLDG OFFICE STAFF
MA
-
COMMONWEALTH BUILDING SYSTEMS
MA
-
FEELEYMCANESPIE INC
MA
-
FLAGSHIPGREENWOOD INDUSTRIES
MA
-
GILBERT & BECKER COINC
MA
-
GREENWOOD INDUSTRIES INC
MA
-
LEADING WAY ROOFING & SHTMETAL
MA
-
MARSHALL ROOFING COINC
MA
-
MIKE KOBITHEN ROOFING INC
PA
-
PJ MCKENNA ROOFING INC
RI
-
RELIABLE ROOFING & SHEET METAL
MA
-
ROTH BROS INC
OH
-
SHEA JOHN F CO INC
MA
-
SILKTOWN ROOFING INC
MA
-
TITAN ROOFING COINC
MA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202542979349300519
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