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← SHEET METAL WORKERS NATIONAL HEALTH FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS NATIONAL HEALTH FUND.

Totals

Total revenue
$63,933,122
Total expenses
$55,422,978
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$62,079,937
Investment income
$1,853,185
Other revenue
$0
Total assets, end of year
$57,307,376
Total liabilities, end of year
$328,866
Net assets or fund balances, end of year
$56,978,510
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 $31,192,906 · related or exempt $31,192,906

  • 2b · Program service revenue: HUMANA AND UHC CONTRIBUTIONS

    total $17,924,014 · related or exempt $17,924,014

  • 2c · Program service revenue: SMW PLUS CONTRIBUTIONS

    total $9,946,129 · related or exempt $9,946,129

  • 2d · Program service revenue: ALL OTHER CONTRIBUTIONS

    total $2,342,282 · related or exempt $2,342,282

  • 2e · Program service revenue: RETIREE AND COBRA CONTRIBUTIONS

    total $674,606 · related or exempt $674,606

  • 3 · Investment income

    total $1,574,116 · excluded $1,574,116

  • 7a · Gross sales of assets other than inventory

    securities $3,788,639

  • 7b · Less cost or other basis and sales expenses

    securities $3,509,570

  • 7c · Gain or loss

    securities $279,069

  • 7d · Net gain or loss

    total $279,069 · excluded $279,069

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $52,443,510

  • 11b · Fees: legal

    total $81,499

  • 11c · Fees: accounting

    total $38,783

  • 11f · Fees: investment management

    total $23,181

  • 11g · Fees: other

    total $39,035

  • 13 · Office expenses

    total $158,491

  • 17 · Travel

    total $85,385

  • 23 · Insurance

    total $50,534

  • 24a · Other expenses: ADMINISTRATOR FEES

    total $2,310,000

  • 24b · Other expenses: BANK CHARGES

    total $63,062

  • 24c · Other expenses: ADMINISTRATIVE FEES - O

    total $41,345

  • 24e · All other expenses

    total $88,153

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,304,731 · end of year $6,117,307

  • 2 · Savings and temporary cash investments

    beginning of year $50,968 · end of year $1,008,619

  • 4 · Accounts receivable

    beginning of year $2,586,534 · end of year $4,004,445

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,832 · end of year $15,434

  • 11 · Investments: publicly traded securities

    beginning of year $41,975,709 · end of year $46,161,571

  • 17 · Accounts payable and accrued expenses

    beginning of year $109,484 · end of year $328,866

  • 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 $45,824,290 · end of year $56,978,510

Mission and programs · 2023

Mission

TO PROVIDE HEALTH INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS ALONG WITH SUPPLEMENTAL MEDICARE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.

As filed on the 2023 return.

Listed in Part VII

  • MICHAEL COLEMAN

    TRUSTEE

    Total calculated
    $452,218
    From this org
    $0
    From related orgs
    $417,333
    Other
    $34,885
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,638 related
    Bonus
    $0
    Other
    $0 + $85,695 related
    Deferred
    $0 + $9,949 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $452,218 related

  • CHRISTIAN FULLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LANCE E FOUT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BILL KENYON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BART BLEDSOE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRENT BERTRAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL VERGES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

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 P I INC

  • A&R MECHANICAL CONTRACTORS INC

  • AJ MONIER & CO INC

  • A-1 SHEET METAL & AC

  • ABM

  • ACADIANA SHEET METAL INC

  • ACCURATE AIR BALANCE

  • ACO MECHANICAL LTD

  • ADVANCED NUCLEAR LLC

  • AECON-WACHS TECHNICAL

  • AIR MASTERS MECHANICAL INC

  • AIRDRONICS INC

  • ALABAMA METAL FABRICATORS

  • ALL PRO FABRICATORS

  • ALLIED BLOWER USA INC

  • ALLIED MECHANICAL CONSTRUCTORS

  • ALLIED TRADES INC

  • APOLLO SHEET METAL INC

  • APT INDUSTRIES INCORPORATED

  • ARK LA TEX SM AND WELDING

  • ASCENSION ROOF & SHEET METAL

  • ATLAS BLOWPIPE & SHEET METAL

  • AVIS MECHANICAL INCORPORATED

  • B & C SHEET METAL INC

  • BASSETT MECHANICAL

  • BATON ROUGE SM LU 214

  • BEARD MECHANICAL CONTRACT

  • BENTLEY SHEET METAL

  • BES TECHNOLOGIES LLC

  • BIM DESIGNS INCORP

  • BLACK & VEATCH

  • BLUMENTHAL SHEET METAL CO

  • BRAND ENERGY

  • BROCK INDUSTRIAL SERVICES

  • CAILIS MECHANICAL

  • CAMPO SHEET METAL WORKS

  • CAPITAL INDUSTRIES LLC

  • CARL'S SHEET METAL SHOP

  • CAROLLO METAL WORKS

  • CHASE PLUMBING & MECHANICAL

  • CHUGACH ALASKA CORPORATION

  • CI METAL FABRICATION

  • CLADDING & COMPONENT SOLUTIONS

  • CLIMATE ENGINEERS INC

  • CNS Y-12 LLC

  • COASTAL SHEET METAL

  • COBAR INDUSTRIES

  • COMFORT CONTROL INC

  • COMMERCIAL VENTILATION SERVICE

  • CONTRACT MANAGEMENT INC

  • CRAWFORD COMPANY

  • CRIBBS INC

  • CRIPPEN SHEET METAL INC

  • CROWN CORR INCORPORATED

  • CUSTOM SPECIALTY FABRICATION

  • D & S SHEET METAL

  • DAY & ZIMMERMANN NPS

  • DEE CRAMER INC

  • DELTAK MANUFACTURING INC

  • DEPENDABLE SHEET METAL

  • DMC MECHANICAL CONTRACTIN

  • DMR MECHANICAL LLC

  • DONAGHEY MECHANICAL

  • DOVE GROUPLLC

  • DURR SYSTEMS

  • DYNAMIC SYSTEMS INCORPORATED

  • EAST COAST METAL SYSTEMS

  • ELITE DRAFTING SOLUTIONS LLC

  • ESCAMBIA WELDING & FAB INC

  • F M SYLVAN INC

  • FABRICATION SOLUTIONS

  • FARMERS ALLOY FABRICATING

  • FERBER SHEET METAL WORKS

  • FITZGERALD CONTRACTORS LLC

  • FLUID BALANCE INTERNATIONAL

  • FOX VALLEY SHEET METAL

  • G1 MECHANICAL

  • GEM INC

  • GEM TECHNOLOGIES

  • GIFFIN INC

  • GORAM AIR CONDITIONING CO INC

  • GOWAN GARRETT

  • GOWAN INCORPORATED

  • H M WHITE INCORPORATED

  • H T LYONS

  • HM WHITE INC

  • H3 FAB LLC

  • HAMM MECHANICAL

  • HARDER MECHANICAL CON

  • HARKINS COMPANY

  • HARRIS & HART

  • HARRIS ACQUISTION III LLC

  • HAWKEYE SHEET METAL LLC

  • HICKS & INGLE CORPORATION

  • HILTON VENT & INDUSTRIAL CO

  • HOLIDAY SHEET METAL COMPANY

  • ICON-BIM

  • INDUSTRIAL AIR MECHANICAL

  • INTEGRITY AIR

  • INTERNATIONAL ASSOC OF SMART

  • IVI SOUTH INC

  • IWR BUILDING SYSTEMS

  • JBM INCORPORATED

  • JK JOHNSON MECHANICAL

  • JAKE MARSHALL SHEET METAL LLC

  • JAMES B DONAGHEY INC

  • JOHN W MCDOUGALL COMPANY

  • JOLY'S METAL WORKS

  • KIESCHNICK INDUSTRIES INC

  • KINETIC SYSTEMS INC

  • KING INDUSTRIES

  • KIRK & BLUM MANUFACTURING

  • LD PRIME LLC

  • LEONARD METAL FABRICATORS

  • LILJA CORPORATION

  • LOCAL #067 SHEET METAL WORKERS

  • LOCAL #67 SHEET METAL WOR

  • LOCAL 435

  • LOCAL 441 JATC

  • LONGVIEW MECHANICAL CONTR

  • M & M METALS INCORPORATED

  • M&M TEST AND BALANCE LLC

  • MATTHEWS BALANCING SERVICES LL

  • MC ME MECHANICAL LLC

  • MCABEE CONSTRUCTION INC

  • MCKENNEYS INC

  • MD SYSTEMS TESTING LLC

  • MECHANICAL & PROCESS SYSTEM

  • MECHANICAL SERVICES TEAM HVAC

  • METAL INDUSTRIES

  • METRO AIR

  • MFH SHEET METAL FABRICATO

  • MG MCGRATH

  • MIDLAND ENGINERRING CO INC

  • MODERN HEATING & AC

  • MODERN SHEET METAL INC

  • MOKAN SHEET METAL

  • MORELLI HEATING & AC IN

  • MO'S MECHANICAL LLC

  • MULLER & WILSON INCORPORATED

  • NEWTRON MECHANICAL LLC

  • NIX SHEET METAL

  • P 1 CONSTRUCTION

  • PJ SERVICES INCORPORATED

  • PAE

  • PARTNERS METALFAB LP

  • PASCAGOULA SHEET METAL

  • PENSACOLA METAL FABRICATORS

  • PERFORMANCE ABATEMENT SER

  • PERFORMANCE CONTRACTING INC

  • PERMA-FIX ENVIRONMENTAL

  • PHILLIPS CONTRACTOR

  • POYNTER SHEET METAL INC

  • PRECISION AIR BALANCE LLC

  • PRECISIONAIRE OF TEXAS

  • PRIME MECHANICAL & CONSTRUCTIO

  • QUALITY SHEET METAL INC

  • R F KNOX CO INC

  • RAKA GENERAL SHEET METAL

  • RAY'S METAL WORKS INC

  • REMINGTON CONSTRUCTION

  • RESEARCH AIR FLO INC

  • SSM INDUSTRIES

  • SAVANNAH RIVER MISSION COMPLET

  • SAVANNAH RIVER NUCLEAR SOLUTIO

  • SAVANNAH RIVER REMEDIATIO

  • SCHREIBER CORP

  • SERVICE MECHANICAL GROUP

  • SHEET METAL LOCAL 441

  • SHEET METAL LU 32

  • SHEET METAL LU#67 JATC

  • SHEET METAL TRANSPORTATION COR

  • SHEET METAL WORKERS 399 JATC

  • SHEET METAL WORKERS LOCAL #441

  • SHEET METAL WORKERS LOCAL 399

  • SHEET METAL WORKERS LOCAL 399

  • SHEET METAL WORKERS LOCAL 5

  • SHEET METAL WORKERS LOCAL 5 JA

  • SHEET METAL WORKERS UNION 555

  • SM LOCAL 54 JATC

  • SMART LOCAL 441 JATC

  • SMG FACILITY MGMT

  • SMW LOCAL UNION 435

  • SOUTHERN STATES DUCT MASTERS

  • SOUTHLAND INDUSTRIES

  • SOUTHWEST GULF COAST REGIONAL

  • SPIRAL FITTINGS INCORPORATED O

  • STANDARD ROOFING & SHEET METAL

  • STANDARD SHEET METAL

  • STEWART STAINLESS FABRICATION

  • STRAUS SYSTEMS INC

  • STROMBERG SHEET METAL WORKERS

  • SUN MECHANICAL SYSTEMS INC

  • T K S

  • TAB SERVICES INCORPORATED

  • TABCO INTERNATIONAL

  • TCS MECHANICAL

  • TENNESSEE SHEET METAL CO

  • TENNILLE INC

  • TERRY'S ROOFING & SHEET M

  • TEXAS CHILLER SYSTEMS LLC

  • TEZEL & COTTER AC LP

  • THE BRANDT ENGINEERING CO INC

  • THE ELLIS COMPANY INC

  • THE K COMPANY INC

  • THE PORTER COMPANY

  • TKS INDUSTRIAL COMPANY

  • TNT SYSTEMS SOLUTIONS INC

  • TRADE-MARK INDUSTRIAL LLC

  • TRIANGLE METALS INC

  • TWEET GAROT MECHANCIAL INC

  • UCOR

  • UNITED E&C INC

  • V M SYSTEMS INC

  • V M SYSTEMS INC

  • VAUGHAN ROOFING & SHEET METAL

  • VERGES CONSULTANTS

  • VIKING INDUSTRIAL INC

  • VULCAN ENVIRONMENTAL

  • VULCAN INDUSTRIAL

  • WJ O'NEIL COMPANY

  • WO BLACKSTONE COMPANY

  • WDR MECHANICAL CONTRACTORS

  • WHITED BROTHERS INC

  • WILLIAMS SPECIALTY SERVIC

  • WK MECHANICAL

  • WMC MECHANICAL INC

  • YOUNG & PRATT INCORPORATE

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403189349300400

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