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Nonprofiteer
← SMART LOCAL 265 WELFARE FUND

Form 990 for tax year 2022

Filed by SMART LOCAL 265 WELFARE FUND.

Totals

Total revenue
$30,212,937
Total expenses
$34,391,758
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$29,742,539
Investment income
-$134,607
Other revenue
$605,005
Total assets, end of year
$41,446,905
Total liabilities, end of year
$15,710,715
Net assets or fund balances, end of year
$25,736,190
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 $27,027,775 · related or exempt $27,027,775

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $2,714,764 · related or exempt $2,714,764

  • 3 · Investment income

    total $1,050,375 · excluded $1,050,375

  • 7a · Gross sales of assets other than inventory

    securities $20,806,834

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

    securities $21,991,816

  • 7c · Gain or loss

    securities -$1,184,982

  • 7d · Net gain or loss

    total -$1,184,982 · excluded -$1,184,982

  • 11a · Other revenue: REIMB FROM AFFILIATES

    total $605,005 · related or exempt $605,005

  • 11e · Other revenue, total

    $605,005

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $28,702,036

  • 7 · Other salaries and wages

    total $756,314

  • 8 · Pension plan contributions

    total $308,689

  • 9 · Other employee benefits

    total $215,647

  • 10 · Payroll taxes

    total $98,441

  • 11b · Fees: legal

    total $119,050

  • 11c · Fees: accounting

    total $52,192

  • 11f · Fees: investment management

    total $101,705

  • 11g · Fees: other

    total $3,638,445

  • 13 · Office expenses

    total $146,899

  • 14 · Information technology

    total $118,018

  • 16 · Occupancy

    total $47,694

  • 19 · Conferences, conventions and meetings

    total $24,755

  • 22 · Depreciation, depletion and amortization

    total $21,960

  • 23 · Insurance

    total $29,805

  • 24a · Other expenses: ACA FEES

    total $10,108

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $652,996 · end of year $622,357

  • 2 · Savings and temporary cash investments

    beginning of year $1,628,664 · end of year $2,103,495

  • 4 · Accounts receivable

    beginning of year $2,464,126 · end of year $3,035,546

  • 9 · Prepaid expenses and deferred charges

    beginning of year $349,527 · end of year $112,045

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

    $1,748,706

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

    $482,884

  • 10c · Land, buildings and equipment, net

    beginning of year $1,303,660 · end of year $1,265,822

  • 11 · Investments: publicly traded securities

    beginning of year $30,178,083 · end of year $26,737,312

  • 12 · Investments: other securities

    beginning of year $5,436,875 · end of year $4,966,684

  • 15 · Other assets

    beginning of year $1,009,659 · end of year $2,603,644

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,082 · end of year $136,976

  • 25 · Other liabilities

    beginning of year $14,631,806 · end of year $15,573,739

  • 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 $28,305,702 · end of year $25,736,190

Mission and programs · 2022

Mission

PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT.

  • PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.

  • PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.

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

Listed in Part VII

  • Pat Hudgens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • John Shaw

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Ken Wiesbrook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • John Daniel

    TRUSTEE

    Total calculated
    $337,474
    From this org
    $0
    From related orgs
    $227,993
    Other
    $109,481
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,008 related
    Bonus
    $0
    Other
    $0 + $24,985 related
    Deferred
    $0 + $81,942 related
    Nontaxable benefits
    $0 + $27,539 related
    Filer's total
    $0 + $337,474 related

  • Kevin Galass

    TRUSTEE

    Total calculated
    $256,081
    From this org
    $0
    From related orgs
    $160,104
    Other
    $95,977
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,315 related
    Bonus
    $0
    Other
    $0 + $16,789 related
    Deferred
    $0 + $68,749 related
    Nontaxable benefits
    $0 + $27,228 related
    Filer's total
    $0 + $256,081 related

  • Andy Yonkus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Terrance Van Someren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Brian Dahlman

    TRUSTEE

    Total calculated
    $253,075
    From this org
    $0
    From related orgs
    $157,460
    Other
    $95,615
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,315 related
    Bonus
    $0
    Other
    $0 + $14,145 related
    Deferred
    $0 + $68,386 related
    Nontaxable benefits
    $0 + $27,229 related
    Filer's total
    $0 + $253,075 related

  • Ron Mika

    TRUSTEE

    Total calculated
    $254,299
    From this org
    $0
    From related orgs
    $158,683
    Other
    $95,616
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,315 related
    Bonus
    $0
    Other
    $0 + $15,368 related
    Deferred
    $0 + $68,431 related
    Nontaxable benefits
    $0 + $27,185 related
    Filer's total
    $0 + $254,299 related

  • Matthew Gugala

    TRUSTEE

    Total calculated
    $269,318
    From this org
    $0
    From related orgs
    $171,484
    Other
    $97,834
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,280 related
    Bonus
    $0
    Other
    $0 + $20,204 related
    Deferred
    $0 + $70,640 related
    Nontaxable benefits
    $0 + $27,194 related
    Filer's total
    $0 + $269,318 related

  • Katie Eby

    ADMINISTRATOR

    Total calculated
    $233,323
    From this org
    $172,634
    From related orgs
    $0
    Other
    $60,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,634
    Bonus
    $0
    Other
    $0
    Deferred
    $38,997
    Nontaxable benefits
    $21,692
    Filer's total
    $233,323

  • Brian Doxie

    CLAIMS MANAGER

    Total calculated
    $166,387
    From this org
    $105,763
    From related orgs
    $0
    Other
    $60,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,763
    Bonus
    $0
    Other
    $0
    Deferred
    $38,932
    Nontaxable benefits
    $21,692
    Filer's total
    $166,387

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.

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.

  • A P I INC

  • A-1 ROOFING CO

  • ADMIRAL MECHANICAL SERVICES

  • ADVANCE MECHANICAL SYSTEMS IN

  • AIR COMFORT CORP

  • AIR DESIGN SYSTEMS INC

  • AIR DUCT MFG & SUPPLY INC

  • AIR FLOW CO INC

  • AIR QUALITY INC

  • AIR RITE HEATING & COOLING

  • AIRTECH HEATING & AC CORP

  • ALBERT J WAGNER & SONLLC

  • ALL AMERICAN ROOFING COINC

  • ALL TECH MECHANICAL SERVICES I

  • ALLIED POWER LLC

  • ALLSTATE METAL FAB

  • ALTHOFF INDUSTRIES INC

  • AMBER MECHANICAL CONTRACTORS I

  • AMCO INC

  • AMERICAN AIR MECH SERV INC

  • AMS MECHANICAL SYSTEMS

  • ANTHONY ROOFING LTD

  • ANY TEMPERATURE

  • ANYTIME HEATING & AC INC

  • AQI MECHANICAL SYSTEMS CORP

  • ARCHITECTURAL PANEL SYSTEMS

  • ARCO III

  • ARCO PRODUCTION I

  • ARCO SUPPLY CO

  • ARMBRUST PLUMBING & HEATING

  • ARNING COMPANIES

  • ARTLIP & SONS INC

  • AT MECHANICAL LLC

  • ATOMATIC MECHANICAL SERV INC

  • B & B SHEET METAL

  • BAM DECKING INC

  • BEERY HEATING & COOLING INC

  • BENNETT & BROSSEAU SHEET METAL

  • BIEDRON HEATING & COOLING

  • BLACKHAWK HVAC INC

  • BLUE RIDGE HEATING & AIR

  • BR PRODUCTIONS

  • BRIGADIER ROOFING INC

  • C & E HEATING

  • C ACITELLI HTG & PIPING CON IN

  • CAM MECHANICAL INC

  • CAREY'S HEATING & AC INC

  • CENTURY CHUTE PW

  • CLIMATE MASTER MECH

  • CLIMATE TECH HTG & CLG

  • COMBINED ROOFING INC

  • COMBINED SERVICES HVAC

  • COMMAND VENTILATION GROUP

  • COMPLETE MECH SERVICES

  • CORLISS WILLIAMS CONSTRUCTION

  • COTTAGE SHEET METAL INC

  • CROWN CORR INC

  • CROWTHER ROOFING & SM INC

  • CT MECHANICAL LLC

  • CYGNUS SERVICES INC DBA CSI IN

  • D & L INSTALLATIONS INC

  • D & L SHEET METAL INC

  • DAHLMAN SHEET METAL

  • DE LA ROSA HEATING & COOLING C

  • DEKALB MECHANICAL

  • DEKAYO dba ORTIZ CONTRACTING G

  • DENNINGINC

  • DEPUE MECHANICAL

  • DIVERSIFIED GENERAL CONTRACTOR

  • EDWARDS ENGINEERING INC

  • ELENS & MAICHIN ROOFING & SM

  • ELGIN SHEET METAL CO

  • EMCOR SERVICES TEAM MECH

  • ENVIRO MECHANICAL INC

  • EXCEL MECHANICAL SERVICES

  • EXCELLENCE & QUALITY ARCH SM

  • FE MORAN INC

  • FAITH MECHANICAL INC

  • FB METAL SUPPLY

  • FEDERAL SIGNAL CORP

  • FIRE N ICE HEATING & COOLING

  • FIVCO INC

  • FLO-TECH MECHANICAL SYSTEMS

  • GALAS HEATING & AIR

  • GENERAL REFRIGERATION SERVICE

  • GENGLER-LOWNEY LASER WORKSINC

  • GLASS MANAGEMENT SERVICES

  • GOLDMORE MECHANICAL LLC

  • GREAT LAKES HOTEL SUPPLY

  • GROSSE MECHANICAL

  • GT MECHANICAL PROJECTS & DESIG

  • HARDESTY HEATING & COOLING INC

  • HARTWIG P & H INC

  • HELM MECHANICAL

  • HILL MECHANICAL GROUP

  • HOLOHAN HEATING & SHEET METAL

  • HR STEWART INC

  • HTH MECHANICAL SERVICES

  • HVAC FITTINGS LLC

  • IDEAL MECHANICAL CORP

  • IN-STALL INC

  • INCLINE INDUSTRIAL SERVICES IN

  • INSTITUTIONAL EQUIPMENT INC

  • INSTITUTIONAL EQUIPMENT INC

  • INTERNATIONAL ASSOC OF SM AIR

  • INTERNATIONAL TEST & BALANCE

  • ITI FOR SHEET METAL AND AIR IN

  • J L ADLER ROOFING & SHEET META

  • J M MECHANICAL SERVICES

  • J&B MECHANICAL SYSTEMS INC

  • JAMESON SHEET METAL INC

  • JENSENS PLB & HTG INC

  • JES MECHANICAL

  • JOHN ALAN CONSTRUCTION INC

  • JOHN'S SERVICE & SALES INC

  • JONES ARCHITECTURAL METAL

  • K&J HEATING & COOLING

  • KEY WEST METAL FAB

  • KEY WEST METAL INDUSTRIES

  • KORELLIS ROOFING INC

  • L MARSHALL INC

  • LANGLOIS ROOFING INC

  • LEA HEATING & AC

  • LEWIS TEST & BALANCE INC

  • M & M SHEET METAL INC

  • M K INDUSTRIES INC

  • MARTIN PETERSEN COMPANY

  • MAY-AIRE HTG & AC INC

  • MCCAULEY MECH

  • MCDONOUGH MECHANICAL SERVICE

  • MECHANICAL CONCEPTS OF ILLINOI

  • MECHANICAL TEST & BALANCE

  • MEL-O-AIR HEATING

  • MENDEL PLUMBING & HTG INC

  • MEP MECHANICAL SERVICES LLC

  • METAL EDGE INC

  • METAL MECHANICS INC

  • METAL WORKS OF CHICAGO

  • METALMASTER ROOFMASTER

  • MG MECHANICAL CONTRACTING INV

  • MIDWEST MECHANICAL HOLDINGS CO

  • MORTENSON ROOFING INC

  • MZI ELECTRIC

  • O'HARE ENGINEERING

  • O-B INDUSTRY INC

  • OCHOA MECHANICAL GROUP LLC

  • OHARE MECHANICAL CONTRACTORS

  • PERFORMANCE MECH CONTRACTOR

  • PETER PERELLA & CO

  • POEHNER DILLMAN & MAHALIK

  • PRAIRIE SERVICE GROUPINC

  • PRECISION PIPING INC

  • PREMIER CONSTRUCTION INC

  • PRO-FAB SHEET METAL INC

  • PROGRESSIVE DYNAMICS INC

  • QUALITY ERECTORS 1 INC

  • QUALITY MECHANICAL INC

  • R J O'NEIL INC

  • R J OLMEN CO

  • RAM MECHANICAL SERVICES INC

  • REYES PROFESSIONAL INSTALLATIO

  • RGH HEATING & COOLING

  • RJ KUHN PLUMBING HEATING & CLG

  • ROBERTS ENVIRONMENTAL CONTROL

  • ROSS MECHANICAL GROUP INC

  • S MECHANICAL INC

  • S&S METALS LTD

  • SEASON COMFORT CORP

  • SHERMAN MECHANICAL INC

  • SOUTHWEST TOWN MECHANICAL

  • SPECIALIZED TESTING & BALANCIN

  • STATE AUTOMATIC HTG & CLG

  • STATE MECHANICAL SERVICES

  • STERLING COMMERCIAL ROOFING IN

  • STYLE RITE

  • SULLIVAN ROOFING

  • SUMMIT MECHANICAL GROUP

  • SUN MECHANICAL SYSTEM

  • SUN RAY HTG INC

  • SUPERIOR TEST & BALANCE INC

  • T&R HEATING & COOLING INC

  • TEMPCO HEATING & AC

  • TEMPERATURE SERVICE CO

  • THYBAR

  • TISC ERECTORS

  • TOTAL MECH SERVICE COMP INC

  • TRI CITY SHEET METAL

  • TRIANGLE MECH SERVICES INC S

  • TRICO MECH INC

  • TUSCHALL ENGINEERING CO INC

  • UNION TANK ERECTION INC

  • VP MECHANICAL

  • WESTSIDE MECH DESIGNBUILD

  • WESTSIDE MECHANICAL

  • WIESBROOK SHEET METAL

  • YENDOR INC DBA GENE MAY HTG

  • YOUNA MECHANICAL INC

  • YOUNGRENS INC

Provenance

Return type
form_990
Tax year
2022
Filed
26 April 2024
IRS schema version
2022v5.0
Source object
202401179349301400

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