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← INSULATORS 45 LOCAL 45 HEALTH CARE PLAN

Form 990 for tax year 2022

Filed by INSULATORS 45 LOCAL 45 HEALTH CARE PLAN.

What the amendment changed

Compared with the return it replaced , filed 23 April 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$5,649,958
Total expenses
$5,409,285
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,411,552
Investment income
$234,884
Other revenue
$3,522
Total assets, end of year
$12,095,745
Total liabilities, end of year
$4,264,699
Net assets or fund balances, end of year
$7,831,046
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $5,383,394 · related or exempt $5,383,394

  • 2b · Program service revenue: SELF PAYMENTS

    total $28,158 · related or exempt $28,158

  • 3 · Investment income

    total $318,165 · excluded $318,165

  • 7a · Gross sales of assets other than inventory

    securities $2,683,921

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

    securities $2,767,202

  • 7c · Gain or loss

    securities -$83,281

  • 7d · Net gain or loss

    total -$83,281 · related or exempt -$83,281

  • 11a · Other revenue: LITIGATION INCOME

    total $3,522 · related or exempt $3,522

  • 11e · Other revenue, total

    $3,522

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,092,600

  • 11a · Fees: management

    total $91,882

  • 11b · Fees: legal

    total $94,050

  • 11c · Fees: accounting

    total $24,057

  • 11f · Fees: investment management

    total $27,965

  • 11g · Fees: other

    total $45,500

  • 13 · Office expenses

    total $25,791

  • 19 · Conferences, conventions and meetings

    total $504

  • 23 · Insurance

    total $5,077

  • 24a · Other expenses: PCORI TAX

    total $1,155

  • 24b · Other expenses: FUTA EXPENSE

    total $704

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,880,483 · end of year $1,179,543

  • 2 · Savings and temporary cash investments

    beginning of year $1,918,548 · end of year $2,202,439

  • 4 · Accounts receivable

    beginning of year $459,323 · end of year $404,933

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,340 · end of year $17,338

  • 11 · Investments: publicly traded securities

    beginning of year $7,082,954 · end of year $8,291,492

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,627 · end of year $78,877

  • 25 · Other liabilities

    beginning of year $3,785,300 · end of year $4,185,822

  • 27 · Net assets without donor restrictions

    beginning of year $7,542,721 · end of year $7,831,046

Mission and programs · 2022

Mission

THE COLLECTIVELY BARGAINED TAFT-HARTLEY FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF INSULATORS LOCAL 45.

  • THE COLLECTIVELY BARGAINED TAFT-HARTLEY FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF INSULATORS LOCAL 45.

As filed on the 2022 return.

Listed in Part VII

  • Khris Shively

    CHAIRMAN

    Total calculated
    $167,281
    From this org
    $0
    From related orgs
    $95,231
    Other
    $72,050
    Hours/week
    1 + 47.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $95,231 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $72,050 related
    Filer's total
    not reported + $167,281 related

  • Gregory Frost

    UNION TRUSTE

    Total calculated
    $141,375
    From this org
    $0
    From related orgs
    $79,418
    Other
    $61,957
    Hours/week
    1 + 3 related

  • Robert Bernius

    MANAGEMENT T

    Total calculated
    $0
    Hours/week
    1

  • Mike Luczkowski

    MANAGEMENT T

    Total calculated
    $0
    Hours/week
    1

  • Scott Meredith

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Ryan Webb

    UNION TRUSTE

    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. 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SEE ATTACHMENT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SEE ATTACHMENT

Provenance

Return type
form_990
Tax year
2022
Filed
23 April 2024
IRS schema version
2022v5.0
Source object
202421699349300782

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