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← COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLAN

Form 990 for tax year 2023

Filed by COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLAN.

Totals

Total revenue
$19,520,829
Total expenses
$17,315,000
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,584,197
Investment income
$729,668
Other revenue
$1,206,964
Total assets, end of year
$25,651,118
Total liabilities, end of year
$390,880
Net assets or fund balances, end of year
$25,260,238
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: EMPLOYERS CONTRIBUTIONS

    total $16,661,995 · related or exempt $16,661,995

  • 2b · Program service revenue: RETIREES CONTRIBUTIONS

    total $922,202 · related or exempt $922,202

  • 3 · Investment income

    total $767,913 · excluded $767,913

  • 7a · Gross sales of assets other than inventory

    securities $16,262,368

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

    securities $16,300,613

  • 7c · Gain or loss

    securities -$38,245

  • 7d · Net gain or loss

    total -$38,245 · excluded -$38,245

  • 11a · Other revenue: OTHER INCOME

    total $1,181,721 · related or exempt $1,181,721

  • 11b · Other revenue: LATE CHARGES & CONTRACTOR SETTLEM

    total $25,243 · related or exempt $25,243

  • 11e · Other revenue, total

    $1,206,964

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $16,736,002

  • 7 · Other salaries and wages

    total $19,184

  • 9 · Other employee benefits

    total $14,229

  • 10 · Payroll taxes

    total $2,574

  • 11a · Fees: management

    total $199,932

  • 11b · Fees: legal

    total $44,894

  • 11c · Fees: accounting

    total $30,903

  • 11f · Fees: investment management

    total $22,664

  • 11g · Fees: other

    total $134,511

  • 13 · Office expenses

    total $2,625

  • 14 · Information technology

    total $5,673

  • 19 · Conferences, conventions and meetings

    total $57,693

  • 23 · Insurance

    total $10,099

  • 24a · Other expenses: PRINTING & POSTAGE

    total $16,724

  • 24b · Other expenses: BANK CHARGES

    total $15,025

  • 24c · Other expenses: PCORI FEE

    total $1,757

  • 24d · Other expenses: TELEPHONE

    total $302

  • 24e · All other expenses

    total $209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $292,798 · end of year $249,279

  • 2 · Savings and temporary cash investments

    beginning of year $7,747,203 · end of year $9,210,785

  • 4 · Accounts receivable

    beginning of year $1,563,597 · end of year $1,802,435

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,640 · end of year $34,412

  • 11 · Investments: publicly traded securities

    beginning of year $12,745,993 · end of year $14,259,259

  • 15 · Other assets

    beginning of year $144,850 · end of year $94,948

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,007 · end of year $63,580

  • 25 · Other liabilities

    beginning of year $291,500 · end of year $327,300

  • 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 $22,151,574 · end of year $25,260,238

Mission and programs · 2023

Mission

THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN.THE PLAN PROVIDES BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND DEPENDENTS.

Activities or mission (Part I)

THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN. THE PLAN PROVIDES BENEFITS TO ELIGIBLE INDIVIDUALS EMPLOYED UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS WITH CONTRACTING EMPLOYERS.

  • FUNDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL UNION 30.

As filed on the 2023 return.

Listed in Part VII

  • Shawn McCullough

    UNION TRUSTEE

    Total calculated
    $243,145
    From this org
    $0
    From related orgs
    $175,777
    Other
    $67,368
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $0 + $175,777 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,998 related
    Nontaxable benefits
    $0 + $27,370 related
    Filer's total
    $0 + $243,145 related

  • Thomas Pedrick

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Brian Pleis

    UNION TRUSTEE

    Total calculated
    $180,707
    From this org
    $0
    From related orgs
    $118,650
    Other
    $62,057
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $0 + $118,650 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,847 related
    Nontaxable benefits
    $0 + $25,210 related
    Filer's total
    $0 + $180,707 related

  • Judy Finnen

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Edward Deangelis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Thomas Manna

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    10

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

  • 3 · Approval by the board or compensation committee

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.

  • ROOFERS UNION LOCAL 30 COMBINED PENSION PLAN

    SECTION 401(A) · TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS. · PA

  • ROOFERS UNION LOCAL 30 COMBINED ANNUITY PLAN

    SECTION 401(A) · TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS. · PA

  • ROOFERS UNION LOCAL 30

    SECTION 501 (C) (5) · TO REPRESENT MEMBERS IN DEALING WITH BUILDING CONTRACTORS AND NEGOTIATING · PA

  • ROOFERS UNION LOCAL 30 APPRENTICE FUND

    SECTION 501 (C) (5) · TO TRAIN AND EDUCATE PEOPLE IN ROOFING, WATERPROOFING AND DAMP PROOFING · PA

  • ROOFERS LOCAL 30 CLUB

    SECTION 501 (C) (3) · TO PROVIDE SOCIAL, HEALTH RELATED AND EDUCATIONAL EVENTS FOR MEMBERS. · PA

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433119349302583

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