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Nonprofiteer
← LOCAL 8A-28A WELFARE FUND

Form 990 for tax year 2022

Filed by LOCAL 8A-28A WELFARE FUND.

Totals

Total revenue
$7,119,889
Total expenses
$5,771,371
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,010,755
Investment income
$45,303
Other revenue
$63,831
Total assets, end of year
$10,201,443
Total liabilities, end of year
$1,039,442
Net assets or fund balances, end of year
$9,162,001
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 $7,005,639 · related or exempt $7,005,639

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $5,116 · related or exempt $5,116

  • 3 · Investment income

    total $45,303 · excluded $45,303

  • 11a · Other revenue: SETTLEMENT INCOME

    total $52,083 · related or exempt $52,083

  • 11b · Other revenue: INTEREST AND OTHER CHA

    total $11,748 · related or exempt $11,748

  • 11e · Other revenue, total

    $63,831

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,982,517

  • 7 · Other salaries and wages

    total $196,432

  • 9 · Other employee benefits

    total $17,468

  • 10 · Payroll taxes

    total $11,825

  • 11b · Fees: legal

    total $68,858

  • 11c · Fees: accounting

    total $93,589

  • 11g · Fees: other

    total $259,911

  • 13 · Office expenses

    total $38,046

  • 14 · Information technology

    total $17,854

  • 16 · Occupancy

    total $9,092

  • 17 · Travel

    total $1,991

  • 19 · Conferences, conventions and meetings

    total $67

  • 22 · Depreciation, depletion and amortization

    total $37,143

  • 23 · Insurance

    total $33,738

  • 24a · Other expenses: FEES MANDATED BY ACA

    total $2,840

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $675,588 · end of year $473,611

  • 2 · Savings and temporary cash investments

    beginning of year $5,952,190 · end of year $1,283,329

  • 4 · Accounts receivable

    beginning of year $3,591,857 · end of year $3,841,526

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,346 · end of year $12,718

  • 10a · Land, buildings and equipment: cost or other basis

    $92,729

  • 10b · Land, buildings and equipment: accumulated depreciation

    $92,729

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $4,027,296

  • 14 · Intangible assets

    end of year $562,963

  • 17 · Accounts payable and accrued expenses

    beginning of year $155,490 · end of year $249,827

  • 25 · Other liabilities

    beginning of year $212,213 · end of year $789,615

  • 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 $9,863,278 · end of year $9,162,001

Mission and programs · 2022

Mission

THE PLAN PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTION DRUG, DENTAL, DEATH, OPTICAL, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND MEMBERSHIP ASSISTANCE BENEFITS FOR ITS MEMBERS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PROVISIONS OF THE RULES AND REGULATIONS OF THE PLAN.

Activities or mission (Part I)

THE PLAN PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTION DRUG, DENTAL, DEATH, OPTICAL, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND MEMBERSHIP ASSISTANCE BENEFITS FOR MEMBERS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PROVISIONS OF THE RULES AND REGULATIONS OF THE PLAN.

  • PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTION DRUG, DENTAL, DEATH, OPTICAL, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND MEMBERSHIP ASSISTANCE BENEFITS FOR APPROXIMATELY 1,421 MEMBERS AND THEIR DEPENDENTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lina Gottesman

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Albert Blair

    UNION TRUSTEE

    Total calculated
    $147,790
    From this org
    $0
    From related orgs
    $90,585
    Other
    $57,205
    Hours/week
    2

  • James Skellenger

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joseph Panetta

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joseph Azzopardi

    UNION TRUSTEE

    Total calculated
    $529,909
    From this org
    $0
    From related orgs
    $374,180
    Other
    $155,729
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $374,180 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $133,949 related
    Nontaxable benefits
    $0 + $21,780 related
    Filer's total
    $0 + $529,909 related

  • John Drew

    UNION TRUSTEE

    Total calculated
    $348,134
    From this org
    $0
    From related orgs
    $218,616
    Other
    $129,518
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $218,616 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $107,738 related
    Nontaxable benefits
    $0 + $21,780 related
    Filer's total
    $0 + $348,134 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.

  • METAL POLISHERS LOCAL 8A-28A 401(K) RETIREMENT FUND

    401(A)/501(A) · PENSION FUND · NY

  • LOCAL 8A-28A SKILLS AND SAFETY TRAINING FUND

    501(C)(5) · TRAINING FUND · NY

  • IUPAT DISTRICT COUNCIL NO 9

    501(C)(5) · LABOR UNION · NY

  • IUPAT LOCAL 8A-28A

    501(C)(5) · LABOR UNION · NY

  • LOCAL 1974 DRYWALL TAPERS

    501(C)(5) · LABOR UNION · NY

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.

  • ALLEGIANT BUILDING SERVICES

  • ALLIANCE BUILDING SERVICES

  • ALTUS METAL & MARBLE

  • AMERICAN QUALITY SERVICE

  • AMERICAN WOODCRAFT LLC METAL

  • ATALIAN US NORTHEAST LLC

  • CTC MAINTENANCE & RESTORATION

  • BEUCCI INC

  • EMPIRE ARCHITECTURAL METAL CORP

  • F&O REFINISHING & UNIQUE SERVICES

  • GRADIANT SERVICES LLC

  • GUARDIAN SERVICES INDUSTRIES INC

  • HARVARD MAINTENANCE

  • IMPERIAL RESTORATION & MAINTENANCE

  • INFINITY METAL & MARBLE

  • LEGACY RESTORATION METAL STONE LLC

  • LIBERTY METAL & MARBLE INC

  • METAL BRITE

  • NTT INDUSTRIES INC

  • PBM METAL & MARBLE

  • PLATINUM MAINTENANCE

  • PREMIER METAL & MARBLE

  • PRESTIGE RESTORATION & MAINTENANCE

  • QUALITY BLDG SVCS CORP

  • RESTORATION SPECIALTY

  • ROCKWELL MAINTENANCE

  • SAS MAINTENANCE LLC

  • SIGNATURE METAL & MARBLE

  • STUART DEAN - NY

  • WALLICO MAINTENANCE GROUP

  • AD INSTALLATIONS INC

  • AMERICAL GRAPHIC INSTALLERS INC

  • ARCHITECTURAL SIGN GROUP

  • ART FX MURALS

  • CLEAR CHANNEL OUTDOOR INC

  • FINE ART IMAGING

  • GOING SIGN COMPANY

  • KING DISPLAYS INC

  • NATIONAL SIGN & LIGHTING

  • SIGN ACQUISITION LLC

  • ULTIMATE SIGNS & DESIGNS

  • AMERAQUIN WOODWORKING INC

  • AMERICAN WOODCRAFT LLC

  • STUART DEAN COMPANY WOOD DIVISION

  • PALLADIUM WINDOW SOLUTIONS

  • PLATINUM GLASS REPAIR

  • INTEGRITY SCAFFOLD SERVICE GROUP

  • TITANIUM SCAFFOLD SERVICES

  • VIK XS SERVICES

Provenance

Return type
form_990
Tax year
2022
Filed
26 September 2023
IRS schema version
2022v5.0
Source object
202322699349300137

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