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← SHEET METAL WORKERS 100 WELFARE FUND

Form 990 for tax year 2022

Filed by SHEET METAL WORKERS 100 WELFARE FUND.

Totals

Total revenue
$36,954,469
Total expenses
$33,377,319
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$35,468,604
Investment income
$1,485,865
Other revenue
$0
Total assets, end of year
$60,924,650
Total liabilities, end of year
$198,911
Net assets or fund balances, end of year
$60,725,739
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 $31,999,966 · related or exempt $31,999,966

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $3,468,638 · related or exempt $3,468,638

  • 3 · Investment income

    total $1,507,866 · excluded $1,507,866

  • 7a · Gross sales of assets other than inventory

    securities $9,117,605

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

    securities $9,139,606

  • 7c · Gain or loss

    securities -$22,001

  • 7d · Net gain or loss

    total -$22,001 · excluded -$22,001

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $30,822,482

  • 11a · Fees: management

    total $1,048,004

  • 11b · Fees: legal

    total $18,718

  • 11c · Fees: accounting

    total $79,365

  • 11f · Fees: investment management

    total $54,381

  • 11g · Fees: other

    total $1,300,365

  • 13 · Office expenses

    total $18,568

  • 19 · Conferences, conventions and meetings

    total $306

  • 23 · Insurance

    total $23,931

  • 24a · Other expenses: FEES MANDATED BY THE AC

    total $11,199

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,424,358 · end of year $10,593,204

  • 2 · Savings and temporary cash investments

    beginning of year $14,306 · end of year $9,663

  • 4 · Accounts receivable

    beginning of year $3,073,849 · end of year $2,224,367

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,607 · end of year $1,398

  • 11 · Investments: publicly traded securities

    beginning of year $40,838,091 · end of year $48,096,018

  • 17 · Accounts payable and accrued expenses

    beginning of year $250,743 · end of year $110,684

  • 19 · Deferred revenue

    beginning of year $7,625,322 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $88,227

  • 27 · Net assets without donor restrictions

    beginning of year $51,492,146 · end of year $60,725,739

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • Kathleen Bigelow

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard D Labille III

    UNION TRUSTEE

    Total calculated
    $227,175
    From this org
    $0
    From related orgs
    $155,104
    Other
    $72,071
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,104 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,590 related
    Nontaxable benefits
    $0 + $21,481 related
    Filer's total
    $0 + $227,175 related

  • Geoffrey Parks

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R Scott Gregory

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Dumler

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Noble

    UNION TRUSTEE

    Total calculated
    $209,265
    From this org
    $0
    From related orgs
    $139,435
    Other
    $69,830
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,435 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,349 related
    Nontaxable benefits
    $0 + $21,481 related
    Filer's total
    $0 + $209,265 related

  • Frank Battaglino

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Allen

    UNION TRUSTEE

    Total calculated
    $152,011
    From this org
    $0
    From related orgs
    $96,391
    Other
    $55,620
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $96,391 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,139 related
    Nontaxable benefits
    $0 + $21,481 related
    Filer's total
    $0 + $152,011 related

  • Dale Sheppard

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Killeen

    UNION TRUSTEE

    Total calculated
    $208,347
    From this org
    $0
    From related orgs
    $138,518
    Other
    $69,829
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,518 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,348 related
    Nontaxable benefits
    $0 + $21,481 related
    Filer's total
    $0 + $208,347 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.

  • SMART LOCAL 100 VACATION PLAN

    501(C)5 · FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS · MD

  • SMART LOCAL 100 PENSION FUND

    501(A) · FUND ESTABLISHED TO ASSIST PENSION DEVELOPEMENT OF UNION MEMBERS · MD

  • SMART LOCAL 100 APPRENTICE FUNDS

    501(C)9 · THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS · MD

  • SMART LOCAL 100

    501(C)5 · REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES AND BENEFITS · MD

  • SMART LOCAL 100 SCHOLARSHIP FUND

    501(C)3 · TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS · MD

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 CONSTRUCTION INC

  • ADJ SHEET METAL INC

  • ALL MECHANICAL & PLUMBING LLC

  • ALL SEASONS AC & HEATING

  • ALLIED VENTILATION INC

  • AMERICAN TESTING INC

  • ARICA CONSULT & CONTRCT

  • BENEDICT SHEET METAL

  • C K UNITED SHEET METAL

  • CMC SHEET METAL INC

  • COMFORT CONTROL INC

  • CRAFTCORPS INC

  • CROWN CORR INC

  • DC DUCT AND SHEET METAL L

  • DENSEL COMPANY

  • DYNAMIC SYSTEMS INC

  • EAST COAST METAL SYSTEMS

  • ENVIRONMENTAL BALANCING C

  • FINGLES METAL WORKS INC

  • HARRIS MOUNTAIN WEST LLC

  • HOT & COLD CORPORATION

  • I & B ASSOCIATES INC

  • IAC METALS INC

  • J B WHELAN

  • JD RIVET & COMPANY INC

  • JAMES MYERS COMPANY INC

  • JAMES R WALLS CONTRACTING

  • JOURNEYMAN MECH CONTR

  • K G SHEET METAL SERVICES

  • LINX INDUSTRIES

  • M G MCGRATH INC

  • MECCO INC

  • METRO MECHANICAL CONTRCTR

  • METRO TEST & BALANCE INC

  • NOEL SHEET METAL FAB INC

  • NORAIR ENGINEERING ASSOC

  • O'MALLEY SHEET METAL INC

  • PM CONTRACTING INC

  • PRO STAINLESS

  • PTL CONTRACTING LLC

  • R H LAPP & SONS INC

  • R S HARRITAN & CO INC

  • REAM ROOFING ASSOCIATES LLC

  • ROTH BROTHERS INC

  • SEMCO DUCT & ACOUSTICAL

  • SENECA BALANCE OF MD VA

  • SHEET METAL WORKERS L100

  • SHEET METAL WRS 100 JATC

  • SMW L#100 BALT - RECIP IN

  • SMW LOCAL 100 SELF PAY HW

  • SMW LOCAL 17-RECIP IN

  • SMW LOCAL 19

  • SMW LOCAL 292 - RECIP IN

  • SMW LOCAL 312

  • SMW LOCAL 5 - RECIP IN

  • SMW LOCAL 85 WELFARE

  • SOUTHLAND INDUSTRIES

  • STROMBERG METAL WORKS INC

  • SUPER SKY PRODUCTS

  • W E BOWERS & ASSOCIATES

Provenance

Return type
form_990
Tax year
2022
Filed
8 February 2024
IRS schema version
2022v5.0
Source object
202440399349301574

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