Form 990 for tax year 2022
Filed by NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE FUND.
Totals
- Total revenue
- $6,412,028
- Total expenses
- $7,110,139
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $5,816,870
- Investment income
- $515,882
- Other revenue
- $79,276
- Total assets, end of year
- $15,735,190
- Total liabilities, end of year
- $718,693
- Net assets or fund balances, end of year
- $15,016,497
- 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 $5,769,445 · related or exempt $5,769,445
-
2b · Program service revenue: PARTICIPANT CONTR.
total $43,540 · related or exempt $43,540
-
2c · Program service revenue: LIQUIDATED DAMAGES
total $3,885 · related or exempt $3,885
-
3 · Investment income
total $515,882 · excluded $515,882
-
11a · Other revenue: MISCELLANEOUS
total $79,276 · related or exempt $79,276
-
11e · Other revenue, total
$79,276
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $6,717,518
-
5 · Compensation of officers, directors and key employees
total $12,307
-
7 · Other salaries and wages
total $65,814
-
8 · Pension plan contributions
total $15,545
-
9 · Other employee benefits
total $17,977
-
10 · Payroll taxes
total $5,861
-
11b · Fees: legal
total $6,166
-
11c · Fees: accounting
total $43,057
-
11f · Fees: investment management
total $31,455
-
11g · Fees: other
total $105,900
-
16 · Occupancy
total $7,012
-
17 · Travel
total $3,971
-
24a · Other expenses: DATA PROCESSING EXPENSE
total $21,999
-
24b · Other expenses: CLAIMS COST MANAGEMENT
total $20,362
-
24c · Other expenses: PRINTING,STATIONARY & O
total $7,340
-
24d · Other expenses: MAINTENANCE
total $6,728
-
24e · All other expenses
total $21,127
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $260,202
-
2 · Savings and temporary cash investments
beginning of year $273,359
-
4 · Accounts receivable
beginning of year $761,499 · end of year $985,326
-
9 · Prepaid expenses and deferred charges
beginning of year $1,473 · end of year $1,104
-
11 · Investments: publicly traded securities
beginning of year $17,522,461 · end of year $12,869,763
-
12 · Investments: other securities
end of year $1,618,795
-
17 · Accounts payable and accrued expenses
beginning of year $233,701 · end of year $718,693
-
29 · Capital stock, trust principal or current funds
beginning of year $18,325,091 · end of year $15,016,497
-
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 $0 · end of year $0
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENT.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENTS.
-
PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES UNDER COLLECTIVE BARGAINED AGREEMENTS AND PARTICIPATION AGREEMENT.
As filed on the 2022 return.
Listed in Part VII
-
Brian DunnBRIAN DUNN
TRUSTEE, CHAIRMAN
- Total calculated
- $288,993
- From this org
- $0
- From related orgs
- $183,346
- Other
- $105,647
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $183,346 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $81,784 related
- Nontaxable benefits
- $0 + $23,863 related
- Filer's total
- $0 + $288,993 related
-
Fred BarallFRED BARALL
TRUSTEE, SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Robert J CooperROBERT J COOPER
TRUSTEE
- Total calculated
- $285,072
- From this org
- $0
- From related orgs
- $180,330
- Other
- $104,742
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $180,330 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,879 related
- Nontaxable benefits
- $0 + $23,863 related
- Filer's total
- $0 + $285,072 related
-
Shane RaySHANE RAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Brian E FisherBRIAN E FISHER
TRUSTEE
- Total calculated
- $283,774
- From this org
- $0
- From related orgs
- $179,331
- Other
- $104,443
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $179,331 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $80,580 related
- Nontaxable benefits
- $0 + $23,863 related
- Filer's total
- $0 + $283,774 related
-
Lance GunnellsLANCE GUNNELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
John EgerJOHN EGER
ADMINISTRATOR
- Total calculated
- $387,701
- From this org
- $4,067
- From related orgs
- $280,583
- Other
- $103,051
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $3,753 + $258,944 related
- Bonus
- $0
- Other
- $314 + $21,639 related
- Deferred
- $1,197 + $82,601 related
- Nontaxable benefits
- $275 + $18,978 related
- Filer's total
- $5,539 + $382,162 related
-
Anna BosmansANNA BOSMANS
ASSISTANT ADMINISTRATOR
- Total calculated
- $225,082
- From this org
- $2,356
- From related orgs
- $172,675
- Other
- $50,051
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $2,090 + $153,154 related
- Bonus
- $0
- Other
- $266 + $19,521 related
- Deferred
- $415 + $30,383 related
- Nontaxable benefits
- $259 + $18,994 related
- Filer's total
- $3,030 + $222,052 related
-
Nia PadmoreNIA PADMORE
CLAIMS MANAGER
- Total calculated
- $192,516
- From this org
- $3,801
- From related orgs
- $143,399
- Other
- $45,316
- Hours/week
- 1 + 34 related
Schedule J breakdown matched by us
- Base
- $3,801 + $143,399 related
- Bonus
- $0
- Other
- $0
- Deferred
- $673 + $25,390 related
- Nontaxable benefits
- $497 + $18,756 related
- Filer's total
- $4,971 + $187,545 related
-
Robert KaufmanROBERT KAUFMAN
IT MANAGER
- Total calculated
- $191,366
- From this org
- $2,084
- From related orgs
- $144,116
- Other
- $45,166
- Hours/week
- 1 + 35 related
Schedule J breakdown matched by us
- Base
- $2,084 + $144,116 related
- Bonus
- $0
- Other
- $0
- Deferred
- $369 + $25,545 related
- Nontaxable benefits
- $274 + $18,978 related
- Filer's total
- $2,727 + $188,639 related
-
Lori MiddletonLORI MIDDLETON
SUPPLEMENTAL PENSION MANAG
- Total calculated
- $147,892
- From this org
- $0
- From related orgs
- $108,350
- Other
- $39,542
- Hours/week
- 1 + 35 related
-
Neil WhiteNEIL WHITE
SENIOR PROGRAMMER/ANAYLST
- Total calculated
- $145,161
- From this org
- $8,152
- From related orgs
- $97,820
- Other
- $39,189
- Hours/week
- 1 + 34 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
- 1a · Tax indemnification and gross-up payments
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- ANY AMOUNT OF THE PRESENT VALUE ACCRUAL IN EXCESS OF THE IRC SECTION 457 DEFERRED COMPENSATION IS REQUIRED TO BE INCLUDED IN A PARTICIPANT'S W-2. THE DEFERRED COMPENSATION AGREEMENTS REQUIRE ANY SUCH AMOUNT INCLUDED IN THE W-2 TO BE GROSSED UP FOR FEDERAL, STATE AND LOCAL TAXES.
- PART I, LINE 4B
- JOHN EGER PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. BALANCE FOR ALL AFFILIATED FUNDS - $501,911.
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.
-
NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
SECTION 501(C)(9) · HEALTH AND WELFARE FUND · MD
-
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND
SECTION 401(A)(4) · DEFINED BENEFIT PENSION PLAN · MD
-
NATIONAL AUTOMATIC SPRINKLER INDUSTRY METAL TRADE PENSION FUND
SECTION 401(A)(4) · DEFINED BENEFIT PENSION PLAN · MD
-
NATIONAL AUTOMATIC SPRINKLER LOCAL 669 UA EDUCATION FUND
SECTION 501(C)(5) · EDUCATION FUND · MD
-
SPRINKLER FITTER LOCAL 696 UNEMPLOYMENT COBRA ASSISTANCE PLAN
SECTION 501(C)(9) · HEALTH AND WELFARE FUND · NJ
-
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
SECTION 401(A)(4) · DEFINED CONTRIBUTION PENSION PLAN · MD
-
UA INTERNATIONAL TRAINING FUND
SECTION 501(C)(5) · EDUCATION FUND · DC
-
NATIONAL AUTOMATIC SPRINKLER IND FD OFFICE EMPLOYEE PENSION PLN
SECTION 401(A)(4) · DEFINED BENEFIT PENSION PLAN · MD
-
NATIONAL AUTOMATIC SPRINKLER METAL TRADES WELFARE PLAN JOINT BOARD OF TRUST
SECTION 501(C)(9) · HEALTH AND WELFARE FUND · MD
-
SPRINKLER FITTERS LOCAL UNION 483
SECTION 501(C)(5) · LOCAL UNION · CA
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.
-
247 FIRE PROTECTION SERVICES INCORPORATED
C · SPRINKLER INSTALLATION · CA
-
A G OBRIEN PLUMBING AND HEATING
C · SPRINKLER INSTALLATION · MN
-
ADVANCED SYSTEMS INC
C · SPRINKLER INSTALLATION · FL
-
ALL SAFE FIRE SPRINKLER SYSTEMS INC
C · SPRINKLER INSTALLATION · NY
-
ALL STATE FIRE & SECURITY
C · SPRINKLER INSTALLATION · NY
-
ALLIED FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
ALLIED FIRE PROTECTION SYSTEMS INC
C · SPRINKLER INSTALLATION · NY
-
ALL-STATE FIRE PROT INC
C · SPRINKLER INSTALLATION · CO
-
ALPHA FIRE PROTECTION
C · SPRINKLER INSTALLATION · OK
-
AMERICAN FIRE SPRINKLER CORP
C · SPRINKLER INSTALLATION · KS
-
APEX FIRE PROTECTION LLC
C · SPRINKLER INSTALLATION · WI
-
ASSURANCE FIRE SYSTEMS
C · SPRINKLER INSTALLATION · CO
-
AUTOMATIC FIRE SPR LLC
C · SPRINKLER INSTALLATION · IL
-
AZTEC FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
BAY AREA FIRE PROT LLC
C · SPRINKLER INSTALLATION · CA
-
BFP FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · CA
-
BLACKSTONE FIRE PROTLLC
C · SPRINKLER INSTALLATION · WA
-
BOSTON AUTOMATIC SPRINKLE FABRICATION INC
C · SPRINKLER INSTALLATION · MA
-
BROWN SPRINKLER CORP
C · SPRINKLER INSTALLATION · KY
-
C W PIPING LLC
C · SPRINKLER INSTALLATION · NY
-
CALCULATED FIRE PROTECTION CO INC
C · SPRINKLER INSTALLATION · NY
-
CENTURY FIRE SPRINKLERS
C · SPRINKLER INSTALLATION · MO
-
COLUMBIA FIRE INC
C · SPRINKLER INSTALLATION · WA
-
CORE & MAIN
C · SPRINKLER INSTALLATION · MO
-
COSCO FIRE PROT INC
C · SPRINKLER INSTALLATION · CA
-
CROWN FIRE SYSTEMSINC
C · SPRINKLER INSTALLATION · OR
-
DCL FABRICATION INC
C · SPRINKLER INSTALLATION · MO
-
DELTA FIRE SYSTEMS INC
C · SPRINKLER INSTALLATION · CO
-
ECO FIRE SPRINKLERS INC
C · SPRINKLER INSTALLATION · CA
-
EMERALD FIRE LLC
C · SPRINKLER INSTALLATION · WA
-
F E MORAN INC FIRE
C · SPRINKLER INSTALLATION · IL
-
F J MURPHY AND SON INC
C · SPRINKLER INSTALLATION · IL
-
FERGUSON FIRE AND FAB
C · SPRINKLER INSTALLATION · MI
-
FIRE SPRINKLER INC
C · SPRINKLER INSTALLATION · WA
-
FOX FIRE PREVENTION INC
C · SPRINKLER INSTALLATION · WA
-
FRONT RANGE FIRE PROT INC
C · SPRINKLER INSTALLATION · CO
-
FRONTIER FIRE PROTECTION LLC
C · SPRINKLER INSTALLATION · CO
-
GEORGE M ROBINSON CO
C · SPRINKLER INSTALLATION · CA
-
GEYER FIRE PROTECTIONLLC
C · SPRINKLER INSTALLATION · IN
-
GLACIER FIRE PROTECTION
C · SPRINKLER INSTALLATION · WA
-
GRUNAU COMPANY INC
C · SPRINKLER INSTALLATION · FL
-
H G FIRE SYSTEMS INC
C · SPRINKLER INSTALLATION · TX
-
HYDRO FIRE PROT INC
C · SPRINKLER INSTALLATION · CA
-
INDY FIRE PROTECTION
C · SPRINKLER INSTALLATION · IN
-
INTEGRITY FIRE PROTECTION
C · SPRINKLER INSTALLATION · IN
-
INTERNATIONAL FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · AL
-
J & S FIRE PROTECTIONINC
C · SPRINKLER INSTALLATION · PA
-
J F AHERN
C · SPRINKLER INSTALLATION · WI
-
L AND K FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · IL
-
LONG ISLAND PIPE SUPPLY OF MA
C · SPRINKLER INSTALLATION · MO
-
LPG FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · CA
-
LSE FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · CA
-
M AND S FIRE PROTECTION LLC
C · SPRINKLER INSTALLATION · NY
-
OKLAHOMA VISTA FIRE SPRINKLERS INC
C · SPRINKLER INSTALLATION · OK
-
OLYMPIC WEST FIRE PROT CORPORATION
C · SPRINKLER INSTALLATION · AZ
-
PATRIOT FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · WA
-
PRIME FABRICATION &SUPPLY
C · SPRINKLER INSTALLATION · NV
-
PRYOR AUTOMATIC FIRE SPRINKLER
C · SPRINKLER INSTALLATION · KS
-
QUICK RESPONSE FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · NJ
-
R & F FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
R E GRIESEMER INC
C · SPRINKLER INSTALLATION · IN
-
R W J CORPORATION
C · SPRINKLER INSTALLATION · OH
-
RBM-GUARDIAN FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · NY
-
RCM FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
RED HAWK FIRE PROTECTION
C · SPRINKLER INSTALLATION · WA
-
RELIABLE FIRE SYSTEMS INC
C · SPRINKLER INSTALLATION · OK
-
RELIANCE FIRE PROTECTION
C · SPRINKLER INSTALLATION · NY
-
RISER FIRE PROTECTION
C · SPRINKLER INSTALLATION · WA
-
RLH FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
RYAN FIRE PROTECTION INC
C · SPRINKLER INSTALLATION · IN
-
S A COMUNALE CO INC
C · SPRINKLER INSTALLATION · OH
-
SALAMANDER FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
SECURITY FIRE PROTECTION CO
C · SPRINKLER INSTALLATION · TN
-
SHAMBAUGH & SON LP
C · SPRINKLER INSTALLATION · IN
-
SIMPLEXGRINNELL LP
C · SPRINKLER INSTALLATION · MA
-
SMITH FIRE SYSTEMS INC
C · SPRINKLER INSTALLATION · WA
-
SOUTHLAND INDUSTRIES
C · SPRINKLER INSTALLATION · CA
-
SPS COMPANIES INC
C · SPRINKLER INSTALLATION · MN
-
SPS COMPANIES INC SPS COMPANY-ECHO
C · SPRINKLER INSTALLATION · MN
-
SRI FIRE SPRINKLERLLC
C · SPRINKLER INSTALLATION · NY
-
STREB FIRE PROTECTION
C · SPRINKLER INSTALLATION · IL
-
SUMMIT FIRE PROTECTION
C · SPRINKLER INSTALLATION · CA
-
THE PIPCO COMPANIES LTD
C · SPRINKLER INSTALLATION · IL
-
TOMLINSON FIRE PROTECTION SERVICES LLC
C · SPRINKLER INSTALLATION · KS
-
VOGT SPRINKLER SERVICES INC
C · SPRINKLER INSTALLATION · NY
-
WESTERN STATES FIRE PROTECTION COMPANY
C · SPRINKLER INSTALLATION · CO
-
WILSON FIRE SPRINKLER CO
C · SPRINKLER INSTALLATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349321306
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