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← SHEETMENTAL WORKERS LOCAL UNION 32 HEALTH AND WELFARETRUST FUND

Form 990 for tax year 2022

Filed by SHEETMENTAL WORKERS LOCAL UNION 32 HEALTH AND WELFARETRUST FUND.

Totals

Total revenue
$3,416,261
Total expenses
$3,644,170
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,425,911
Investment income
-$9,650
Other revenue
$0
Total assets, end of year
$2,575,489
Total liabilities, end of year
$769,548
Net assets or fund balances, end of year
$1,805,941
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $3,366,611 · related or exempt $3,366,611

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $54,754 · related or exempt $54,754

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $4,481 · related or exempt $4,481

  • 2d · Program service revenue: SELFPAY CONTRIBUTIONS

    total $65 · related or exempt $65

  • 3 · Investment income

    total $47,574 · excluded $47,574

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

    securities $57,224

  • 7c · Gain or loss

    securities -$57,224

  • 7d · Net gain or loss

    total -$57,224 · related or exempt -$57,224

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,496,568

  • 11b · Fees: legal

    total $37,500

  • 11c · Fees: accounting

    total $8,507

  • 11f · Fees: investment management

    total $7,474

  • 13 · Office expenses

    total $8,949

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $48,834

  • 24b · Other expenses: CONSULTING

    total $21,600

  • 24c · Other expenses: BANK CHARGES

    total $8,911

  • 24d · Other expenses: MEETINGS & CONVENTIONS

    total $2,505

  • 24e · All other expenses

    total $3,322

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $521,556 · end of year $248,316

  • 2 · Savings and temporary cash investments

    beginning of year $359,897 · end of year $481,630

  • 4 · Accounts receivable

    beginning of year $250,673 · end of year $190,267

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,888 · end of year $11,975

  • 11 · Investments: publicly traded securities

    beginning of year $1,649,673 · end of year $1,643,301

  • 25 · Other liabilities

    beginning of year $730,678 · end of year $769,548

  • 27 · Net assets without donor restrictions

    beginning of year $2,059,009 · end of year $1,805,941

Mission and programs · 2022

Mission

SEE BELOW

  • THE ORGANIZATION PROVIDES MEDICAL, VISION & DENTAL BENEFITS TO PARTICIPANTS

As filed on the 2022 return.

Listed in Part VII

  • Roger L Hudspeth

    TRUSTEE

    Total calculated
    $0

  • William A Marvel Jr

    CHAIRMAN

    Total calculated
    $0

  • William Medlin

    PRESIDENT

    Total calculated
    $0

  • Christopher J Ritchie

    TRUSTEE

    Total calculated
    $0

  • John Rudisill

    TRUSTEE

    Total calculated
    $0

  • Daniel Villarruel

    SECRETARY

    Total calculated
    $0

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349315981

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