Skip to content
Nonprofiteer
← NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

Form 990 for tax year 2024

Filed by NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 29 May 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$96,731,037 changed to $97,027,020
Total expenses
$105,831,014 changed to $106,246,792
Program service revenue
$86,177,033 changed to $86,179,957
Investment income
$10,534,686 changed to $10,532,202
Other revenue
$19,318 changed to $314,861
Total assets, end of year
$129,099,345 changed to $124,633,675
Total liabilities, end of year
$1,079,566 changed to $647,964
Net assets or fund balances, end of year
$128,019,779 changed to $123,985,711

Listed under a different title

  • Derek Allen: MANAGEMENT TRUSTEE, CHARIMAN then MANAGEMENT TRUSTEE, CHAIRMAN

Totals

Total revenue
$96,731,037
Total expenses
$105,831,014
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$86,177,033
Investment income
$10,534,686
Other revenue
$19,318
Total assets, end of year
$129,099,345
Total liabilities, end of year
$1,079,566
Net assets or fund balances, end of year
$128,019,779
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 $77,321,682 · related or exempt $77,321,682

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $8,855,351 · related or exempt $8,855,351

  • 3 · Investment income

    total $3,648,485 · excluded $3,648,485

  • 7a · Gross sales of assets other than inventory

    securities $58,733,069

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

    securities $51,846,868

  • 7c · Gain or loss

    securities $6,886,201

  • 7d · Net gain or loss

    total $6,886,201 · excluded $6,886,201

  • 11a · Other revenue: EMPLOYER INTEREST

    total $19,208 · related or exempt $19,208

  • 11b · Other revenue: INVEST CLASS ACTIONS

    total $110 · related or exempt $110

  • 11e · Other revenue, total

    $19,318

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $102,251,047

  • 11a · Fees: management

    total $1,787,803

  • 11b · Fees: legal

    total $260,587

  • 11c · Fees: accounting

    total $44,914

  • 11f · Fees: investment management

    total $127,542

  • 11g · Fees: other

    total $1,149,144

  • 13 · Office expenses

    total $98,389

  • 19 · Conferences, conventions and meetings

    total $24,764

  • 23 · Insurance

    total $31,597

  • 24a · Other expenses: PCORI FEE

    total $28,520

  • 24b · Other expenses: BANK CHARGES

    total $10,099

  • 24c · Other expenses: MISC EXPENSES

    total $7,778

  • 24d · Other expenses: SPD EXPENSE

    total $4,532

  • 24e · All other expenses

    total $4,298

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,504,606 · end of year $120,106,288

  • 4 · Accounts receivable

    beginning of year $7,624,260 · end of year $6,921,071

  • 6 · Loans and receivables from disqualified persons

    beginning of year $6,240 · end of year $4,529

  • 9 · Prepaid expenses and deferred charges

    beginning of year $51,506 · end of year $62,911

  • 11 · Investments: publicly traded securities

    beginning of year $69,358,778

  • 12 · Investments: other securities

    beginning of year $52,969,468

  • 15 · Other assets

    beginning of year $2,200,055 · end of year $2,004,546

  • 17 · Accounts payable and accrued expenses

    beginning of year $176,785 · end of year $729,766

  • 25 · Other liabilities

    beginning of year $363,600 · end of year $349,800

  • 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 $135,174,528 · end of year $128,019,779

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.

  • PROVIDE SELF FUNDED BENEFITS FOR APPROXIMATELY 5,949 UNION MEMBERS AND THEIR DEPENDENTS. TO PAY FOR INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE FOR MEMBERS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Patrick Nilsen

    LABOR TRUSTEE

    Total calculated
    $512,452
    From this org
    $0
    From related orgs
    $338,371
    Other
    $174,081
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,371 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $135,935 related
    Nontaxable benefits
    $0 + $38,146 related
    Filer's total
    $0 + $512,452 related

  • Mike Shea

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Barry Scholz

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • James Martin

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Sam Gabrilska

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Eric Ballweg

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Dave Smestad

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Scott Watson

    LABOR TRUSTEE

    Total calculated
    $236,952
    From this org
    $0
    From related orgs
    $142,481
    Other
    $94,471
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,481 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,037 related
    Nontaxable benefits
    $0 + $24,434 related
    Filer's total
    $0 + $236,952 related

  • Michael Adamavich

    LABOR TRUSTEE

    Total calculated
    $261,948
    From this org
    $0
    From related orgs
    $159,526
    Other
    $102,422
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,526 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $76,599 related
    Nontaxable benefits
    $0 + $25,823 related
    Filer's total
    $0 + $261,948 related

  • Pat Rodriguez

    LABOR TRUSTEE

    Total calculated
    $287,444
    From this org
    $0
    From related orgs
    $176,109
    Other
    $111,335
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,109 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $83,796 related
    Nontaxable benefits
    $0 + $27,539 related
    Filer's total
    $0 + $287,444 related

  • Wayne Nordin

    LABOR TRUSTEE

    Total calculated
    $356,938
    From this org
    $0
    From related orgs
    $219,926
    Other
    $137,012
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,926 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $102,045 related
    Nontaxable benefits
    $0 + $34,967 related
    Filer's total
    $0 + $356,938 related

  • Corey Bialcik

    LABOR TRUSTEE

    Total calculated
    $161,437
    From this org
    $0
    From related orgs
    $96,333
    Other
    $65,104
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $96,333 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,239 related
    Nontaxable benefits
    $0 + $15,865 related
    Filer's total
    $0 + $161,437 related

  • Burt Johnson

    LABOR TRUSTEE, SECRETARY/TREASURER

    Total calculated
    $371,188
    From this org
    $0
    From related orgs
    $233,933
    Other
    $137,255
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,933 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $102,288 related
    Nontaxable benefits
    $0 + $34,967 related
    Filer's total
    $0 + $371,188 related

  • Sid Samuels

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • David Coenen

    LABOR TRUSTEE

    Total calculated
    $296,689
    From this org
    $0
    From related orgs
    $184,806
    Other
    $111,883
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,806 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $84,846 related
    Nontaxable benefits
    $0 + $27,037 related
    Filer's total
    $0 + $296,689 related

  • Apolonio Duran

    LABOR TRUSTEE

    Total calculated
    $240,046
    From this org
    $0
    From related orgs
    $144,956
    Other
    $95,090
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,956 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,656 related
    Nontaxable benefits
    $0 + $24,434 related
    Filer's total
    $0 + $240,046 related

  • Kevin Hennessey

    LABOR TRUSTEE

    Total calculated
    $236,983
    From this org
    $0
    From related orgs
    $142,498
    Other
    $94,485
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,498 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,045 related
    Nontaxable benefits
    $0 + $24,440 related
    Filer's total
    $0 + $236,983 related

  • Derek Allen

    MANAGEMENT TRUSTEE, CHARIMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Allison Knautz

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Robert Seibel

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • John Wagner

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Bob Barker

    MANAGEMENT TRUSTEE

    Total calculated
    $335,928
    From this org
    $0
    From related orgs
    $289,756
    Other
    $46,172
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,076 related
    Bonus
    $0 + $82,970 related
    Other
    $0 + $1,710 related
    Deferred
    $0 + $24,191 related
    Nontaxable benefits
    $0 + $21,981 related
    Filer's total
    $0 + $335,928 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.

  • CARPENTERS LU #314

  • UBC NATIONAL JOB CORPS TRAININ

  • NCSRCC TRAINING FUND

    501(C)(3) · TRAINING BENEFITS · WI

  • LABOR MGMT COOPERATIVE TRUST OF THE NCSRCC & AGC OF WI INC

    501(C)(6) · DRUG TESTING AND REIMBURSMENT FOR CLASSES · WI

  • NCSRCC PENSION FUND

    401 (A) · PENSION BENEFITS · WI

  • NCSRCC SUPPLEMENTAL RETIREMENT PLAN

    401 (A) · DEFINED CONTRIBUTIONS BENEFITS · WI

  • NORTH CENTRAL STATES REG CNCL (BA)

  • NORTH CENTRAL STATES REG CNCL OF CARPS

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.

  • CECO CONCRETE CONSTRUCTION

  • COPPER CREEK ROOFING AND CONST

  • KRAEMER NORTH AMERICA LLC

  • MISSION DRYWALL COMPANY LLC

  • PRICE ERECTING INC

  • RHI LLC

  • SHEET PILING SERVICES LLC

  • TWIN CITY TILE & MARBLE CO

  • ADVANTAGE INDUSTRIAL SYSTEMS L

  • BADGER SCAFFOLD LLC

  • CCF LABOR LLC

  • U S VET GENERAL CONTRACTING LL

Related corporations and trusts

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

  • A K INSTALLATION INC

  • A P COM POWER INC

  • AB SEAMLESS LLC

  • ADVANTAGE ACOUSTICAL

  • ALL-TIMATE CONSTRUCTION LLC

  • API INC

  • APPLETON LATHING CORP

  • ATLANTIC PLANT MAINTENANCE

  • AZCO INC

  • BACHMANN CONST CO INC (ALUM)

  • BADGER ACOUSTICS INC

  • BADGER SWIMPOOLS INC

  • BANE NELSON INC

  • BAUER BUILDERS INC

  • BERES JOHN BUILDERS INC

  • BHI ENERGY SPECIALTY SERVICES

  • BILFINGER INDUSTRIAL SERVICES

  • BIS INDUSTRIAL SERVICES INC -

  • BOLDT COMPANY THE

  • BORTON CONSTRUCTION INC

  • BRANDSAFWAY INDUSTRIES LLC

  • BRENNAN J F CO INC

  • BRENNAN J F CO INC - LU 606 H

  • BROCK INDUSTRIAL SERVICES

  • BUILDING SERVICE INC

  • BVR FLOORING LLC

  • C E KORSGARD CO

  • CALIBER FLOORS INC

  • CAMOSY INC

  • CAPELLE BROS & DIEDRICH INC

  • CARDINAL CONST CO INC - ALUM

  • CARPETLAND USA

  • CARY SPECIALIZED SERVICES INC

  • CENTRAL CEILING SYSTEMS INC

  • CENTRAL MECHANICAL SYSTEMS INC

  • CHENANGO SPORTS INC

  • COMMON LINKS CONST LLC

  • COMPLETE THERMAL SYSTEMS INC

  • CONTEMPORARY HAMMER WORKS INC

  • CONTINENTAL ENTERPRISES (NBU)

  • CULLEN J P & SON INC

  • CUSTOM DRYWALL INC - ST PAUL

  • DAY & ZIMMERMANN NPS INC

  • DELL CONST CO INC - ALUM

  • DELTA T CONST CO INC

  • DESIGN POINT EXTERIORS LLC

  • DIEDERICH FLOORING LLC

  • DOERFER FIELD SERVICES INC

  • DUGGAN CONTRACTING CORP

  • E & A ENTERPRISES INC

  • EAU CLAIRE ACOUSTICS INC

  • EGI MECHANICAL INC

  • ESW PLANT SERVICES LLC

  • F A WILHELM CONSTRUCTION CO IN

  • FACILITIES CONST MGT CORP

  • FINDORFF J H & SON INC

  • FOWLER & HAMMER INC

  • FULLER MECHANICAL LLC

  • GAGNON CONST CO INC

  • GATEWAY CONCRETE FORMING SYSTE

  • GEGARE TILE INC

  • GEIST JERRY & SONS CONSTRUCTI

  • GENESYS CORP

  • GOEDECKE COMPANY INC VERNON L

  • GOETTLE RICHARD INC

  • GORDON SOLUTIONS

  • GRUBE G J CONST CO LLC

  • HALLMARK DRYWALL INC

  • HALVERSON CARPET CENTER LTD

  • HANSON MASONRY & CONCRETE LLC

  • HAZA MECHANICAL INC

  • HUGHES FLOORING INC

  • IDEAL BUILDERS INC - ALUM

  • IEI GENERAL CONTRACTORS INC

  • IMMEL HOWARD INC

  • INTERIOR INSTALLATION SERVICE

  • JESSE JONES CONSTRUCTION INC

  • JOHNSTON W F CONST

  • JTA BUILDERS LLC

  • JUNIORS CONSTRUCTION INC

  • JUROWSKI R J CONST INC

  • JUST RITE ACOUSTICS

  • JW FLOORING INC

  • K N G MECHANICAL INC

  • KALENBORN ABRESIST CORPORATION

  • KELLER NORTH AMERICA

  • KLOBUCAR CONST CO INC - NBU

  • KNIGHT FLOORING

  • KNUTSON CONSTRUCTION SERVICES

  • KOJA CONSTRUCTION INC

  • KOLE CONSTRUCTION

  • KOMOROWSKI DRYWALL LLC (FKA J

  • KOTZE CONSTRUCTION CO INC

  • KPH CONSTRUCTION SERVICES LLC

  • KRAUS ANDERSON CONST CO INC (M

  • LARSON CONSTRUCTION INC

  • LEWIS CONST INC

  • LOVEGREEN INDUSTRIAL SERVICES

  • LSANTA CONSTRUCTION LLC

  • LUNDA CONST CO - DIST 5 HWY HV

  • MAAS BROTHERS CONST CO INC

  • MACCO'S COMMERCIAL INTERIORS I

  • MACKEY ARNIE CONST INC -ALUM

  • MAGNEY CONSTRUCTION

  • MALCOLM INTERNATIONAL LLC

  • MARKET & JOHNSON INC

  • MARTELL CONST CO INC

  • MAVID CONST SRVCS LLC

  • MCCARTHY BUILDING CO INC

  • MCCROSSIN INC GM

  • MCMULLEN & PITZ CONST CO

  • MEYER C R & SONS INC

  • MICHELS CONSTRUCTION INC

  • MIDDLETON CONSTRUCTION CO INC

  • MIDSTATE CONTRACTING LLC

  • MIDWEST CEILING SYSTEMS INC

  • MIDWEST DRILLED FOUNDATIONS &

  • MIRON CONSTRUCTION CO INC

  • MLS ENTERPRISE LLC

  • MONROE INSTALLATIONS LLC

  • MORTENSON M A CO

  • MULCAHY NICKOLAUS LLC

  • NS CORPORATION

  • NEW HEIGHTS CONSTRUCTION

  • NEW VINTAGE INTERIORS

  • NORTHERN STATES POWER CO - PRO

  • OLYMPIC COMPANIES INC

  • OVERHEAD DOOR CO OF CHIPPEWA V

  • OVERHEAD DOOR CO OF MADISON IN

  • PARKOS CONSTRUCTION

  • PCF-CLC CONSTRUCTION LLC

  • PCI ENERGY SERVICES LLC

  • PERFORMANCE CONTRACTING

  • PHEIFER BROTHERS CONST

  • PIQUA STEEL COMPANY INC

  • POELLINGERS INC

  • POERIO INC

  • PORTZEN CONST INC

  • POWER GENERATION SERVICE INC

  • PRECISION ATHLETIC FLOORING LL

  • PRECISION CONVEYOR SERVICES

  • PRODIGY CONSTRUCTION LLC

  • PROSTAR SURFACES INC

  • QUASIUS CONSTRUCTION INC

  • REVOLUTION INDUSTRIAL SERVICES

  • RHOM CONSTRUCTION LLC

  • RICE IVAN & SONS INC

  • RICHARD GROUP LLC

  • RILEY CONSTRUCTION INC

  • ROCKWELL GROUP INC THE

  • RTL CONSTRUCTION INC - INDUST

  • S & R BORCHARDT BUILDERS

  • SAMUELS GROUP INC THE

  • SCHERRER CONST CO INC (RES PRE

  • SCHLEIS FLOOR COVERING

  • SCHMIDT CG INC

  • SCHMITT JOS & SONS CONST CO -

  • SERGENIANS FLOOR COVERINGS INC

  • SIECO CONSTRUCTION INC

  • SIEGFRIED CONSTRUCTION GEORGE

  • SIEMENS GENERATION SRVCS CO

  • SMITH CHARLES D & SONS - ALUM

  • SOUTHTOWNE MAINTENANCE

  • SPRINKMANN SONS CORP

  • ST COTTER TURBINE SERVICES

  • STAINLESS SPECIALISTS INC

  • STATE GROUP INDUSTRIAL (USA) L

  • STATZ & HARROP INC

  • STEELE CONSTRUCTION CORPORATIO

  • SULLIVAN KENNETH CO

  • SUNPEAK CONSTRUCTION INC

  • SYSTEMS ENTRPRS CORP (SECO)

  • TAYLOR BROS CONST CO INC

  • THE CADEIRA GROUP

  • THE RIGHT ALIGNMENT CO INC

  • TILT SPECIALISTS LLC

  • TREML MILLWRIGHTING & CONTRACT

  • TRH CONCRETE SERVICES

  • TRI-NORTH BUILDERS INC

  • TURBINEPROS LLC

  • TWIN CITY ACOUSTICS INC

  • UNDERWOOD MACHINERY TRANSPORT

  • V & S CONSTRUCTION SERVICES

  • VALLEY MECHANICAL INC

  • VER HALEN INC

  • VJS CONSTRUCTION SERVICES

  • VMI LLC

  • VOGEL BROS BLDG CO (COMM)

  • W O J INSTALLATIONS INC

  • WALL PANEL LLC

  • WALL TECH INC

  • WALSH P W & COMPANY

  • WCA

  • WENGER CORPORATION

  • WILLIAMS BROTHERS CONSTRUCTION

  • WILSON MCSHANE

  • WYNTREE CONST INC - NBU

  • YALE MECHANICAL LLC

  • ZEISE FRANK O CONST CO INC

  • ZENITH TECH INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202513219349300916

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.