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← HEAT AND FROST INSULATORS LOCAL NO 33 HEALTH FUND

Form 990 for tax year 2022

Filed by HEAT AND FROST INSULATORS LOCAL NO 33 HEALTH FUND.

Totals

Total revenue
$2,496,237
Total expenses
$2,174,440
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,104,014
Investment income
$128,228
Other revenue
$263,995
Total assets, end of year
$4,943,405
Total liabilities, end of year
$135,859
Net assets or fund balances, end of year
$4,807,546
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 $1,864,187 · related or exempt $1,864,187

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $239,827 · related or exempt $239,827

  • 3 · Investment income

    total $115,574 · excluded $115,574

  • 7a · Gross sales of assets other than inventory

    securities $214,481

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

    securities $201,827

  • 7c · Gain or loss

    securities $12,654

  • 7d · Net gain or loss

    total $12,654 · excluded $12,654

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $185,652 · related or exempt $185,652

  • 11b · Other revenue: STOP LOSS REIMBURSEMEN

    total $67,929 · related or exempt $67,929

  • 11c · Other revenue: MISCELLANEOUS INCOME

    total $9,179 · related or exempt $9,179

  • 11d · All other revenue

    total $1,235 · related or exempt $1,235

  • 11e · Other revenue, total

    $263,995

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,759,258

  • 5 · Compensation of officers, directors and key employees

    total $951

  • 7 · Other salaries and wages

    total $43,692

  • 8 · Pension plan contributions

    total $14,744

  • 9 · Other employee benefits

    total $36,086

  • 10 · Payroll taxes

    total $5,494

  • 11b · Fees: legal

    total $17,985

  • 11c · Fees: accounting

    total $23,834

  • 11f · Fees: investment management

    total $6,713

  • 11g · Fees: other

    total $231,632

  • 13 · Office expenses

    total $8,162

  • 16 · Occupancy

    total $6,847

  • 19 · Conferences, conventions and meetings

    total $9,293

  • 23 · Insurance

    total $3,717

  • 24a · Other expenses: PPO FEES

    total $5,012

  • 24b · Other expenses: PCORI FEES

    total $567

  • 24c · Other expenses: DUES

    total $453

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $482,535 · end of year $471,691

  • 4 · Accounts receivable

    beginning of year $175,492 · end of year $213,453

  • 11 · Investments: publicly traded securities

    beginning of year $4,862,972 · end of year $4,258,261

  • 17 · Accounts payable and accrued expenses

    end of year $659

  • 25 · Other liabilities

    beginning of year $304,600 · end of year $135,200

  • 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 $5,216,399 · end of year $4,807,546

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS

  • THE HEAT & FROST INSULATORS LOCAL NO. 33 HEALTH FUND PROVIDED HEALTH BENEFITS TO APPROXIMATELY 183 ELIGIBLE MEMBERS AND THEIR ELIGIBLE DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • PETER KARAS

    TRUSTEE

    Total calculated
    $1,402
    From this org
    $1,402
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KENNETH ERKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONALD SCOOPO

    TRUSTEE

    Total calculated
    $233,374
    From this org
    $0
    From related orgs
    $121,730
    Other
    $111,644
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,730 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $87,932 related
    Nontaxable benefits
    $0 + $23,712 related
    Filer's total
    $0 + $233,374 related

  • JOSEPH LEO JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NICHOLAS HOYT

    TRUSTEE

    Total calculated
    $1,402
    From this org
    $1,402
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BILLY KARAS

    TRUSTEE

    Total calculated
    $2,472
    From this org
    $2,472
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • FRANK MALONEY

    TRUSTEE

    Total calculated
    $2,780
    From this org
    $2,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • PAUL AINSWORTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID KIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TIM HARNETT

    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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ATLANTIC CONTRACTING & SPECIALITES LLC

    MA

  • BARBER FIRESTOP SYSTEMS LLC

    CT

  • LANGAN INSULATION LLC

    CT

  • INSULATION CONTRACTOR OF NEW ENGLAND LLC

    MA

  • NEW HAVEN FIRESTOP SYSTEMS LLC

    CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LANGAN INSULATION

  • KIM INDUSTRIES

  • ICON

  • DAY & ZIMMERMAN

  • ATLANTIC CONTRACTING & SPECIALTIES LLC

  • SYNERGY

  • AXION

  • QUALITY CONSTRUCTION LLC

  • BARBER FIRESTOP SYSTEMS

  • BC FLYNN CONTRACTING CORP

  • HEAT & FROST INSULATORS LOCAL 33 - UNION

  • NH FIRESTOP

  • HEAT & FROST INSULATORS LOCAL 33 - FUNDS

  • BRAND SAFEWAY

  • MAYAN INSULATION LLC

  • API

  • ENERGY INSULATION

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349304143

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