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← SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND.

Totals

Total revenue
$118,023
Total expenses
$110,881
Contributions and grants received
$78,523
Grants paid
$0
Program service revenue
$0
Investment income
$39,500
Other revenue
$0
Total assets, end of year
$2,083,541
Total liabilities, end of year
$3,387
Net assets or fund balances, end of year
$2,080,154
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.

  • 1f · All other contributions, gifts and grants

    $78,523

  • 3 · Investment income

    total $78,477 · excluded $78,477

  • 7a · Gross sales of assets other than inventory

    securities $1,057,112

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

    securities $1,096,089

  • 7c · Gain or loss

    securities -$38,977

  • 7d · Net gain or loss

    total -$38,977 · excluded -$38,977

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $64,412

  • 11a · Fees: management

    total $8,956

  • 11b · Fees: legal

    total $11,290

  • 11c · Fees: accounting

    total $9,300

  • 11f · Fees: investment management

    total $10,272

  • 13 · Office expenses

    total $184

  • 19 · Conferences, conventions and meetings

    total $431

  • 23 · Insurance

    total $3,865

  • 24a · Other expenses: FEDERAL TAX - PCORI

    total $2,037

  • 24b · Other expenses: MISCELLANEOUS

    total $103

  • 24c · Other expenses: TELEPHONE

    total $31

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $32,284 · end of year $48,387

  • 2 · Savings and temporary cash investments

    beginning of year $64,357 · end of year $80,483

  • 4 · Accounts receivable

    beginning of year $12,640 · end of year $11,876

  • 11 · Investments: publicly traded securities

    beginning of year $1,875,566 · end of year $1,942,795

  • 17 · Accounts payable and accrued expenses

    beginning of year $969 · end of year $3,387

  • 27 · Net assets without donor restrictions

    beginning of year $1,983,878 · end of year $2,080,154

Mission and programs · 2023

Mission

THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.

  • TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.

As filed on the 2023 return.

Listed in Part VII

  • Jamie Bostic

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Randy Gombos

    TRUSTEE (JAN TO OCT)

    Total calculated
    $0
    Hours/week
    1

  • Nelson Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Haas

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Patrick Allen

    TRUSTEE (NOV TO DEC)

    Total calculated
    $0
    Hours/week
    1

  • Morgan Stanley

    INSTITUTIONAL TRUSTEE

    Total calculated
    $12,390
    From this org
    $12,390
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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.

  • SHEET METAL WORKERS UNION LOCAL 33

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.

  • GOLD STANDARD HEATING AND COOLING LLC

  • HARVEY AIR BALANCING COMPANY OF WV LLC

  • R&M HVAC PRO SERVICE LLC

  • WOOD COMMERCIAL HVAC SERVICES LLC

Related corporations and trusts

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

  • BECKER'S HEATING & AIR CONDITIONING INC

  • DANSER INC

  • JACOBS INDUSTRIAL SERVICES INC

  • KENT WELDING INC

  • MURRAY SHEET METAL COMPANY INC

  • MORRISON INC

  • STEERS HEATING & COOLING INC

  • TRI-STATE ROOFING & SHEET METAL COMPANY

  • UNITED CONSTRUCTION COMPANY INC

  • EARLY CONSTRUCTION CO

  • AIR SYSTEMS SHEET METAL CO INC

  • EAST COAST METAL SYSTEMS INC

  • NF MANSUETTO & SONS INC

  • DARNOLD MECHANICAL

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202443169349301724

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