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Nonprofiteer
← STEAMFITTERS LOCAL UNION 464 WELFARE FUND

Form 990 for tax year 2022

Filed by STEAMFITTERS LOCAL UNION 464 WELFARE FUND.

Totals

Total revenue
$23,890,671
Total expenses
$20,486,590
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$22,934,394
Investment income
$956,277
Other revenue
$0
Total assets, end of year
$35,958,223
Total liabilities, end of year
$1,161,774
Net assets or fund balances, end of year
$34,796,449
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 $21,001,347 · related or exempt $21,001,347

  • 2b · Program service revenue: SELF-PAY CONTRIBUTIONS

    total $1,574,191 · related or exempt $1,574,191

  • 2c · Program service revenue: MEDICARE PART D SUBSIDY

    total $358,856 · related or exempt $358,856

  • 3 · Investment income

    total $976,372 · related or exempt $976,372

  • 7a · Gross sales of assets other than inventory

    securities $5,271,152

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

    securities $5,291,247

  • 7c · Gain or loss

    securities -$20,095

  • 7d · Net gain or loss

    total -$20,095 · related or exempt -$20,095

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $283,807

  • 11b · Fees: legal

    total $118,915

  • 11c · Fees: accounting

    total $76,888

  • 11f · Fees: investment management

    total $45,964

  • 11g · Fees: other

    total $92,958

  • 13 · Office expenses

    total $24,536

  • 23 · Insurance

    total $8,731

  • 24a · Other expenses: HEALTH CLAIMS PAID

    total $18,402,681

  • 24b · Other expenses: THIRD PARTY CLAIMS ADMI

    total $861,660

  • 24c · Other expenses: DEATH BENEFIT AND STOP-

    total $528,969

  • 24d · Other expenses: OTHER CLAIMS ADMIN EXPE

    total $21,551

  • 24e · All other expenses

    total $19,930

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,210,983 · end of year $1,939,114

  • 4 · Accounts receivable

    beginning of year $1,795,645 · end of year $2,274,842

  • 11 · Investments: publicly traded securities

    beginning of year $30,673,134 · end of year $30,978,755

  • 15 · Other assets

    beginning of year $522,507 · end of year $765,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $725,484 · end of year $1,161,774

  • 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 $33,476,785 · end of year $34,796,449

Mission and programs · 2022

Mission

PROVIDE HEALTH, LIFE, PHARMACY, DENTAL AND OTHER BENEFITS TO ALL INDIVIDUALS WHO ARE EMPLOYED WITHIN THE JURISDICTION OF THE STEAMFITTERS AND PLUMBERS LOCAL UNION NO. 464 BY EMPLOYERS WHO ARE SUBJECT TO THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE MECHANICAL CONTRACTORS ASSOCIATION OF OMAHA, INC. AND THE UNION.

Activities or mission (Part I)

PROVIDE HEALTH, LIFE, VISION, PHARMACY AND DENTAL COVERAGE TO ELIGIBLE PARTICIPANTS.

  • PARTICIPANT HEALTH, LIFE AND DENTAL INSURANCE WITH 1444 MEMBERS BENEFITING FROM PLAN.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gary Dixon

    TRUSTEE

    Total calculated
    $126,193
    From this org
    $0
    From related orgs
    $0
    Other
    $126,193
    Hours/week
    2 + 52 related

  • Thomas McNeil

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alex Jambor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brett Dehart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 52 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.

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.

  • AB REFRIGERATION INC

    C · CONTRIBUTING CONTRACTOR · NE

  • ADVANCED TECHNOLOGY

    CONTRIBUTING CONTRACTOR · IA

  • AIRTECH SERVICE INC

    S · CONTRIBUTING CONTRACTOR · NE

  • AMERICAN BOILER COMPANY

    S · CONTRIBUTING CONTRACTOR · NE

  • API SOLUTIONS LLC

    CONTRIBUTING CONTRACTOR · IA

  • APTIM SERVICES LLC

    CONTRIBUTING CONTRACTOR · IL

  • BAKER MECHANICAL INC

    CONTRIBUTING CONTRACTOR · IA

  • BOILER CHILLER SYSTEMS LLC

    CONTRIBUTING CONTRACTOR · NE

  • BRECKE MECHANICAL CONTRACTORS

    CONTRIBUTING CONTRACTOR · IA

  • C S MONICAL CONTRACTOR LLC

    CONTRIBUTING CONTRACTOR · NE

  • CARRIER BUILDING SERVICES

    C · CONTRIBUTING CONTRACTOR · NY

  • CHALCO MECHANICAL

    CONTRIBUTING CONTRACTOR · NE

  • CLIMATE MAKERS INC

    CONTRIBUTING CONTRACTOR · MN

  • CONDITIONED AIR MECHANICAL

    S · CONTRIBUTING CONTRACTOR · NE

  • CONTROL SERVICES INC

    C · CONTRIBUTING CONTRACTOR · NE

  • DAVIDSON PLBG & WELDING I

    C · CONTRIBUTING CONTRACTOR · NE

  • DREXEL MECHANICAL

    S · CONTRIBUTING CONTRACTOR · NE

  • EMERGENCY REFRIGERATION

    CONTRIBUTING CONTRACTOR · NE

  • EYMAN PLUMBING HEAT & AIR

    CONTRIBUTING CONTRACTOR · NE

  • GRUNWALD MECHANICAL CONTRACTORS

    S · CONTRIBUTING CONTRACTOR · NE

  • HAYES MECHANICAL LLC

    C · CONTRIBUTING CONTRACTOR · IL

  • HIXSON PLUMBING HEATING &

    CONTRIBUTING CONTRACTOR · NE

  • HONEYWELL INC

    C · CONTRIBUTING CONTRACTOR · MN

  • INFRASOURCE UNDERGROUND CONSTRUCTION

    CONTRIBUTING CONTRACTOR · NE

  • JARDEE MECHANICAL

    CONTRIBUTING CONTRACTOR · NE

  • JOHNSON CONTROLS INC

    C · CONTRIBUTING CONTRACTOR · WI

  • JR MECHANICAL CONTRACTORS

    CONTRIBUTING CONTRACTOR · NE

  • KC MECHANICAL SERVICE INC

    CONTRIBUTING CONTRACTOR · NE

  • LOTEMP EQUIMENT INC

    C · CONTRIBUTING CONTRACTOR · NE

  • MAINELLI MECHANICAL INC

    C · CONTRIBUTING CONTRACTOR · NE

  • MARICK REFRIGERATION LLC

    C · CONTRIBUTING CONTRACTOR · IA

  • MASTER MECHANICAL SERVICE INC

    S · CONTRIBUTING CONTRACTOR · NE

  • MEADE ELECTRIC COMPANY INC

    CONTRIBUTING CONTRACTOR · IL

  • MECHANICAL SYSTEMS INC

    S · CONTRIBUTING CONTRACTOR · NE

  • MECHANICAL INC

    CONTRIBUTING CONTRACTOR · IL

  • MID-STATES AUTOMATION

    S · CONTRIBUTING CONTRACTOR · NE

  • MISSOURI VALLEY SHEET METAL

    CONTRIBUTING CONTRACTOR · IA

  • MMC CONTRACTORS

    S · CONTRIBUTING CONTRACTOR · MO

  • MODERN PIPING INC

    CONTRIBUTING CONTRACTOR · IA

  • MOORE SERVICES INC

    CONTRIBUTING CONTRACTOR · NE

  • O'FLAHERTY SERVICES INC

    CONTRIBUTING CONTRACTOR · NE

  • OMAHA STEAMFITTERS JAC

    CONTRIBUTING CONTRACTOR · NE

  • PITLOR & SON INC

    CONTRIBUTING CONTRACTOR · NE

  • PLIBRICO COMPANY LLC

    CONTRIBUTING CONTRACTOR · NE

  • PRAIRIE MECHANICAL INC

    S · CONTRIBUTING CONTRACTOR · NE

  • Q3 CONTRACTING

    CONTRIBUTING CONTRACTOR · MN

  • R MECHANICAL LLC

    CONTRIBUTING CONTRACTOR · NE

  • RASMUSSEN MECHANICAL SERVICES

    C · CONTRIBUTING CONTRACTOR · IA

  • RAY MARTIN COMPANY

    S · CONTRIBUTING CONTRACTOR · NE

  • ROBERT GIBB & SONS INC

    CONTRIBUTING CONTRACTOR · ND

  • ROME SERVICES INC

    C · CONTRIBUTING CONTRACTOR · NE

  • RYAN & ASSOCIATES INC

    C · CONTRIBUTING CONTRACTOR · IA

  • SIEMENS BLDG TECHNOLOGIES INC

    C · CONTRIBUTING CONTRACTOR · NE

  • SOL LEWIS ENGINEERING INC

    C · CONTRIBUTING CONTRACTOR · NE

  • TAYLOR INDUSTRIES INC

    C · CONTRIBUTING CONTRACTOR · SD

  • THE WALDINGER CORP

    S · CONTRIBUTING CONTRACTOR · IA

  • US MECHANICAL SERVICE INC

    C · CONTRIBUTING CONTRACTOR · NE

  • WEITZ INDUSTRIAL LLC

    CONTRIBUTING CONTRACTOR · IA

  • WINGER COMPANIES

    C · CONTRIBUTING CONTRACTOR · IA

  • WMC MECHANICAL

    CONTRIBUTING CONTRACTOR · MO

  • XTREME HEATING & COOLING

    CONTRIBUTING CONTRACTOR · NE

Provenance

Return type
form_990
Tax year
2022
Filed
21 December 2023
IRS schema version
2022v5.0
Source object
202343569349300104

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