← NORTHWEST SHEET METAL WORKERS WELFARE FUND

Form 990 for tax year 2024

Filed by NORTHWEST SHEET METAL WORKERS WELFARE FUND.

Totals

Total revenue: $125,857,610
Total expenses: $124,364,766
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $118,751,793
Investment income: $7,105,817
Other revenue: $0
Total assets, end of year: $195,993,675
Total liabilities, end of year: $61,374,179
Net assets or fund balances, end of year: $134,619,496
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 $102,061,841 · related or exempt $102,061,841
2b · Program service revenue: SUPPLEMENTAL BENEFIT CONTRIBUTION

total $9,494,600 · related or exempt $9,494,600
2c · Program service revenue: PARTICIPANT CONTRIBUTIONS

total $6,966,044 · related or exempt $6,966,044
2d · Program service revenue: LIQUIDATED DAMANGES

total $229,308 · related or exempt $229,308
3 · Investment income

total $6,635,679 · excluded $6,635,679
7a · Gross sales of assets other than inventory

securities $470,138
7b · Less cost or other basis and sales expenses

securities $0
7c · Gain or loss

securities $470,138
7d · Net gain or loss

total $470,138 · excluded $470,138

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $121,852,312
11a · Fees: management

total $1,440,432
11b · Fees: legal

total $148,318
11c · Fees: accounting

total $126,564
11f · Fees: investment management

total $101,196
11g · Fees: other

total $201,689
13 · Office expenses

total $224,789
19 · Conferences, conventions and meetings

total $171,541
23 · Insurance

total $47,796
24a · Other expenses: AFFORDABLE CARE ACT FEE

total $31,128
24b · Other expenses: ACCOUNT ANALYSIS FEES

total $11,744
24e · All other expenses

total $7,257

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $33,978,670 · end of year $14,227,997
4 · Accounts receivable

beginning of year $11,683,954 · end of year $11,658,036
11 · Investments: publicly traded securities

beginning of year $143,879,387 · end of year $170,107,642
17 · Accounts payable and accrued expenses

beginning of year $266,628 · end of year $330,727
25 · Other liabilities

beginning of year $58,897,257 · end of year $61,043,452
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 $130,378,126 · end of year $134,619,496

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

As filed on the 2024 return.

Listed in Part VII

Kolby HansonKOLBY HANSON

CHAIRMAN

Total calculated

$0

Hours/week

1
Jeff LinkJEFF LINK

SECRETARY

Total calculated

$0

Hours/week

1
Carl MarcumCARL MARCUM

TRUSTEE

Total calculated

$0

Hours/week

1
David HappeDAVID HAPPE

TRUSTEE

Total calculated

$0

Hours/week

1
Randy GoldingRANDY GOLDING

TRUSTEE

Total calculated

$0

Hours/week

1
Julie MullerJULIE MULLER

TRUSTEE

Total calculated

$0

Hours/week

1
Lance DeyetteLANCE DEYETTE

TRUSTEE

Total calculated

$0

Hours/week

1
Brandon LeathamBRANDON LEATHAM

TRUSTEE

Total calculated

$0

Hours/week

1
Devin LeingangDEVIN LEINGANG

TRUSTEE

Total calculated

$0

Hours/week

1
Angela WhiteANGELA WHITE

TRUSTEE

Total calculated

$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 LOCAL #103M
SHEET METAL WORKERS LOCAL #23 JATC
SHEET METAL WORKERS LOCAL #23A
SHEET METAL WORKERS LOCAL #55
SHEET METAL WORKERS LOCAL #55 - MARKET RECOVERY
SHEET METAL WORKERS LOCAL #66 - MARKET RECOVERY
SHEET METAL WORKERS LOCAL #66S
NE WA N ID JATC
MONTANA STATE SHEET METAL JATC
SE WA NE OR JATC
SAFWAY- LOCAL 66
POCATELLO SE IDAHO JATC
SW CENTRAL ID JATC
WESTERN WASHINGTON SHEET METAL JATC
POCATELLO SE IDAHO JATC

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.

4G PLUMBING & HEATING
ABC MECHANICAL INC
ACCO-AIR CONDITIONING CO (ACCO ENGINEERED SYSTEMSBELLEVUE MECHANICAL)
ACCU DUCT MFG
ACME HEATING & AIR
ADVANCED ENERGY SYSTEMS INC
AIR ANDERSON INC
AIR CONTROLS - BILLINGS
AIR CONTROLS - BOZEMAN
AIR HANDLERS INC
AIR-OPS LLC
AIRTEST COMPANY
ALL METALS FABRICATION
ALL VALLEY SHEET METAL INC
ALLIANT SYSTEMS
AMERICAN BIM CONSTRUCTION
AMERICAN NATIONAL INSULATION INC DBA INSULPRO PROJECTS
AMERICOOL HEATING & AC
APE-X MECHANICAL
APOLLO SHEET METAL
AQUALINE PLUMBING ELECTRICAL & HEATING
ARCHITECTURAL SHEET METAL INC
ARCTIC CHILL & HEATING SOLUTIONS LLC
ARCTIC REFRIGERATION & AIR CONDITIONING
ARGO BLOWER & MFG CO
ASAP INC (ARROWHEAD HEATING & AIR CONDITIONING)
AUBURN MECHANICAL
AZ HEATING & AIR LLC
B & B HEATING & AIRCOND INC
BALLARD SHEET METAL WORKS
BANNER FURNACE & FUEL INC
BEST CONTRACTING SERVICES INC
BG FORD EXTERIORS INC
BLUE MOUNTAIN MECHANICAL INC
BLYTHE PLUMBING & HEATING INC (BLYTHE MECHANICAL INC)
BRADLEY AIR COMPANY
BRENNAN HEATING & COOLING
BUTTE TIN SHOP INC
BWXT TECHNICAL SERVICES GROUP INC
C&K UNITED SHEET METAL AND MECHANICAL INC
CAPITAL INDUSTRIES
CAPITAL SHEET METAL (CAPITAL HEATING & COOLING)
CARLSON SHEET METAL WORKS INC
CENTRAL HEATING & AIR CONDITIONING
CHEHALIS SHEET METAL & ROOFING CO INC
CMI METAL INDUSTRIES INC
CODE MECHANICAL INC
COLUMBIA SHEET METAL INC
COOK'S AUTO REBUILD INC
COOL AIR MECHANICAL INC
COPPER CITY SHEET METAL
CRESCENT MECHANICAL INC
CROWN CORR INC
DB SOLUTIONS LLC
DARK HORSE INDUSTRIAL SERVICES INC
DAVE'S SHEET METAL INC
DAY & ZIMMERMANN
DEAD NUTS DETAILING & CAD SERVICES LLC
DEAMOR ASSOC INC
DELTA TECHNOLOGY CORP
DENALI HEATING & AC
DIGITAL METAL SOLUTIONS LLC
DR CONSTRUCTION & SONS INC
DRI-CON ROOFING
DURR SYSTEMS INC
ECKSTROM INDUSTRIES
EKLUTNA CONSTRUCTION & MAINTENANCE LLC
ELITE MECHANICAL SERVICES
EMCOR SERVICES NORTHWEST (MESA ENERGY SYSTEMS)
EMERALD AIRE INC
EMPIRE HEATING & COOLING CO
EPIC AIR HEATING & COOLING LLC
ESTATE DESIGN & CONSTRUCTION INC
EVERGREEN HOUSE
EVERGREEN STATE HEAT & AC
FARRINGTON AIR QUALITY SERVICES
FELLER HEATING
FISCHER MECHANICAL LLC
FRAWNER CORP
FREEDOM AIR BALANCE
GENERAL MECHANICAL
GENSCO
GEO HEISER BODY CO LLC
GLACKEN FABRICATION LLC
H & R MECHANICAL SYSTEMS INC
HARANT HEATING AND COOLING
HARBOR PACIFIC CONTRACTORS INC
HARRIS & HART INC
HARRIS MOUNTAIN WEST LLC
HARRIS PACIFIC NORTHWEST LLC
HASKELL CORPORATION
HERMANSON CORPORATION
HOBSON FABRICATING CORPORATION
HOLADAY-PARKS INC
HOLMBERG COMPANY
HOOVER COMMERCIAL REFRIGERATION INC
ICON-BIM LLC
IDAHO ENVIRONMENTAL COALITION LLC
INDYNE INC
INGERSOLL SHEET METAL LLC
INTELLIGENT DESIGN MECHANICAL SOLUTIONS
INTERMECH - IDAHO FALLS DIVISION
INTERNATIONAL TRAINING INSTITUTE OF SMART
IRON ROOTS INDUSTRIES LLC
JH KELLY
JOHANSEN MECHANICAL INC
KENCO CONSTRUCTION INC
KETCHIKAN MECHANICAL INC
KEY MECHANICAL OF WASHINGTON
KMS HEATING
KOLLMAR INC
KRUEGER SHEET METAL
L & L MECHANICAL INC
L & M SHEET METAL FABRICATORS
LACEY GLASS
LAKE UNION DRYDOCK COMPANY
LESLIE & CAMPBELL INC
LIVING WATER PLUMBING & MECHANICAL LLC
LOCKMER SHEET METAL INC
LONG BUILDING TECHNOLOGIES INC
MACDONALD MILLER CO
MACDONALD MILLER FAC
MACKIN & LITTLE INC
MADDOG CONTRACTING LLC
MARZ SERVICES GROUP LLC
MBI CONSTRUCTION SERVICES INC
MCCLINTOCK AND TURK
MCKINSTRY COMPANY
MERIT MECHANICAL SERVICES INC
METAL CREEK MECHANICAL LLC
METAL WORKS OF MONTANA
METALWORKS LLC
MIDWEST HEATING & COOLING
MILLER SHEET METAL INC
MILLER'S SMITH & LOSLI SHEET METAL INC
MORGAN MECHANICAL INC
MOSES LAKE SHEET METAL
MTS - MECHANICAL TECHNICAL SERVICES
MURPHY CO
NAES POWER CONTRACTORS
NEUDORFER ENGINEERS INC
NORPAC SHEETMETAL
NORTHSHORE EXTERIORS INC
NORTHWEST REFRIGERATION SERVICES LLC
NW MOUNTAIN AIR INC
NWSMW ORGANIZATIONAL TRUST
OCEAN PARK MECHANICAL INC
OLYMPIA SHEET METAL
OVERCAST INNOVATIONS
PACIFIC BIM SERVICES
PACIFIC MECHANICAL SYSTEMS INC
PENDLETON HTG & AC
PENN AIR CONTROL INC
PERFORMANCE SHEET METAL
PHOENIX MECHANICAL INC
PORT OF SEATTLE
PREMIER INDUSTRIAL SUPPORT
PREMIER STAINLESS
PRO MECHANICAL SERVICES
PROSPECTOR PLUMBING & HEATING
PSF MECHANICAL INC
PSR HVAC & MECHANICAL SERVICES
QUEEN CITY SHEET METAL & ROOFING
QUICKTIN INC
RAINIER METALWORKS
REDKEY REFRIG
REFRIGERATION & FOOD EQUIP INC
REFRIGERATION UNLIMITED INC
RELIABLE SHEET METAL COMPANY
RMR HEATING & COOLING
ROCKY MOUNTAIN MECHANICAL INC
RSI
S & R SHEET METAL
S & S METAL FABRICATION INC
SCHMOLCK MECHANICAL CONTR
SCHNEIDERHAN BROTHERS
SCOTT & FROM CO INC
SERVICE 1 HVAC LLC
SHEET METAL INC
SHEET METAL PRODUCTS INC
SHIMMICK CONSTRUCTION CO INC
SHINN MECHANICAL
SKYLINE ELECTRIC
SMACNA WESTERN WASHINGTON INC
SMK TRI-CITIES INC
SOUTHLAND INDUSTRIES
SPINFINITY (INFINITY METAL SPINNING LLC)
SPOKANE TIN & SHEET IRON WORKS INC
STAINLESS SPECIALISTS INC
STREIMER SHEET METAL
STRYKER CONSTRUCTION INC
SUNSET AIR INC
SUPERIOR GROUP
T & S MECHANICAL LLC
TAYLOR PUMP & SHEET METAL LLC
TEMP CONTROL MECH SERVICE
THE LYNCH COMPANY INC
TIM FORCE TIN SHOP INC (CASPER)
TINMAN SHEETMETAL HEATING AND COOLING LLC
TOTAL ENERGY MANAGEMENT INC
TOTAL MECHANICAL INC
TOTAL QUALITY AIR LLC
TRAVELING TINKERS CONSTRUCTION LLC DBA MODERN METALIST
TRI-COUNTY MECHANICAL & ELECTRIC INC (PLUMBING)
TRIMBLE MECHANICAL INC
TRS MECHANICAL INC
TRUSTED COMFORT
TWEET GARROT MECHANICAL
UNIVERSITY MECHANICAL (UMCI)
UPTOWN MECHANICAL
VANCE HEATING & AIR CONDITIONING
VELOCITY BUILDING TECHNOLOGY SERVICES
VET FIRST MECHANICAL
VETS CONSTRUCTION LLC
VITAL MECHANICAL SERVICE INC
VOGTS HEATING AND AIR
WADECO INC
WASTE TREATMENT COMPLETION COMPANY
WEST COAST MECHANICAL SOLUTIONS
WESTWARD SEAFOOD
WILLIAMS MECHANICAL INC
YMC INC
ZIP MECHANICAL

Provenance

Return type: form_990
Tax year: 2024
Filed: 27 January 2026
IRS schema version: 2024v5.5
Source object: 202630309349301413

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