Form 990 for tax year 2024
Filed by SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND.
Totals
- Total revenue
- $7,124,033
- Total expenses
- $7,041,523
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $6,972,708
- Investment income
- $150,883
- Other revenue
- $442
- Total assets, end of year
- $3,582,647
- Total liabilities, end of year
- $581,463
- Net assets or fund balances, end of year
- $3,001,184
- Program services expenses (Part IX)
- $7,014,886
- Management and general expenses
- $26,637
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,014,886
Program services were 99.6% 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 $6,080,800 · related or exempt $6,080,800
-
2b · Program service revenue: LIQUIDATED DAMAGES
total $5,517 · related or exempt $5,517
-
2c · Program service revenue: SELF PAY CONTRIBUTIONS
total $886,391 · related or exempt $886,391
-
3 · Investment income
total $100,485 · related or exempt $100,485
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $125,000
-
7b · Less cost or other basis and sales expenses
securities $74,602
-
7c · Gain or loss
securities $50,398
-
7d · Net gain or loss
total $50,398 · related or exempt $50,398
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $442 · related or exempt $442
-
11e · Other revenue, total
$442
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $6,863,561 · program services $6,863,561
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $9,837 · management and general $9,837
-
11c · Fees: accounting
total $16,800 · management and general $16,800
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $16,203 · program services $16,203
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $13,319 · program services $13,319
-
24a · Other expenses: PLAN CONSULTANT FEE
total $48,000 · program services $48,000
-
24b · Other expenses: ADMINSTRATOR'S FEES & EXPENSE
total $38,620 · program services $38,620
-
24c · Other expenses: STORAGE, RECORDS AND FILES
total $14,741 · program services $14,741
-
24d · Other expenses: COMMERCIAL BANKING FEES
total $10,393 · program services $10,393
-
24e · All other expenses
total $10,049 · program services $10,049
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $314,537 · end of year $92,481
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $398,977 · end of year $515,375
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $13,943 · end of year $14,039
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $2,826,214 · end of year $2,960,752
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $669,723 · end of year $581,463
-
31 · Retained earnings, endowment or other funds
beginning of year $2,883,948 · end of year $3,001,184
Mission and programs · 2024
Mission
TO PROVIDE MEDICAL, DENTAL AND VISION BENEFITS
-
TO PROVIDE HOSPITAL, MEDICAL, DENTAL, VISION, PRSCRIPTION DRUGS, LIFE AND ACCIDENTAL DEATH AND DISMEMBERSHIP BENEFITS FOR APPROXIMATELY 520 ACTIVE MEMBERS AND THEIR DEPENDENTS.
Expenses $7,014,886
As filed on the 2024 return.
Listed in Part VII
-
Jonathan ParamoJONATHAN PARAMO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Garry TitleGARRY TITLE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael NewingtonMICHAEL NEWINGTON
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dave OsborneDAVE OSBORNE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jesse RodarteJESSE RODARTE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jose AraizaJOSE ARAIZA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Greg McClellandGREG MCCLELLAND
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Christopher ChapmanCHRISTOPHER CHAPMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Adan PreciadoADAN PRECIADO
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.
-
SHOPMENS IRON WORKERS RETIREMENT FUND
401 (A) · TO PROVIDE PENSION BENEFITS · CA
Directly controlled by NONE
-
SHOPMENS IRON WORKERS LABOR MANAGEMENT
501 (C)(5) · TO PROVIDE TRAINING AND EDUCATION · CA
Directly controlled by NONE
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.
-
ALCORN FENCE LA
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
ATLAS ORNAMENTAL IRON WORKS
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
C A BUCHEN CORPORATION
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
CROWN FENCE CO
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
METAL IMPROVEMENT CO
C CORP · CONST INDUSTRY · CA
Directly controlled by NONE
-
MULHAUSER STEEL INC
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
PARK STEEL COMPANY INC
C CORP · CONST INDUSTRY · CA
Directly controlled by NONE
-
PLAS-TAL MFG
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
PROGRESSIVE STEEL FABRICATORS INC
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
REBAR ENGINEERING
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
SAN BERNADINO STEEL
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
VISTA STEEL CO
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
WASHINTON ORNAMENTAL IRON WORKS
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
METAL IMPROVEMENT SANTA ANA
C CORP · CONST. INDUSTRY · CA
Directly controlled by NONE
-
ALLIED STEEL CO INC
C CORP · CONST. ACTIVITY · CA
Directly controlled by NONE
-
RADIUS RECYCLING
C CORP · CONSTR. INDUSTRY · OH
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 24 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513289349300116
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