Form 990 for tax year 2023
Filed by HEAT AND FROST INSULATORS LOCAL NO 33 HEALTH FUND.
Totals
- Total revenue
- $2,285,565
- Total expenses
- $2,541,023
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,032,460
- Investment income
- $146,713
- Other revenue
- $106,392
- Total assets, end of year
- $5,046,536
- Total liabilities, end of year
- $270,438
- Net assets or fund balances, end of year
- $4,776,098
- 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 $1,815,304 · related or exempt $1,815,304
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $217,156 · related or exempt $217,156
-
3 · Investment income
total $142,035 · excluded $142,035
-
7a · Gross sales of assets other than inventory
securities $1,646,750
-
7b · Less cost or other basis and sales expenses
securities $1,642,072
-
7c · Gain or loss
securities $4,678
-
7d · Net gain or loss
total $4,678 · excluded $4,678
-
11a · Other revenue: PRESCRIPTION REBATES
total $105,057 · related or exempt $105,057
-
11b · Other revenue: COST SHARING REIMBURSEMENT
total $1,045 · related or exempt $1,045
-
11c · Other revenue: MISCELLANEOUS INCOME
total $290 · related or exempt $290
-
11e · Other revenue, total
$106,392
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,146,196
-
5 · Compensation of officers, directors and key employees
total $1,933
-
7 · Other salaries and wages
total $59,635
-
8 · Pension plan contributions
total $14,894
-
9 · Other employee benefits
total $29,455
-
10 · Payroll taxes
total $5,864
-
11b · Fees: legal
total $18,478
-
11c · Fees: accounting
total $27,304
-
11f · Fees: investment management
total $6,788
-
11g · Fees: other
total $194,278
-
13 · Office expenses
total $7,479
-
16 · Occupancy
total $5,531
-
19 · Conferences, conventions and meetings
total $13,982
-
23 · Insurance
total $3,822
-
24a · Other expenses: PPO FEES
total $4,845
-
24b · Other expenses: PCORI FEES
total $539
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $471,691 · end of year $239,212
-
4 · Accounts receivable
beginning of year $213,453 · end of year $203,717
-
11 · Investments: publicly traded securities
beginning of year $4,258,261 · end of year $4,603,607
-
17 · Accounts payable and accrued expenses
beginning of year $659 · end of year $14,738
-
25 · Other liabilities
beginning of year $135,200 · end of year $255,700
-
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 $4,807,546 · end of year $4,776,098
Mission and programs · 2023
Mission
TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS
-
THE HEAT & FROST INSULATORS LOCAL NO. 33 HEALTH FUND PROVIDED HEALTH BENEFITS TO APPROXIMATELY 183 ELIGIBLE MEMBERS AND THEIR ELIGIBLE DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Peter KarasPETER KARAS
TRUSTEE
- Total calculated
- $758
- From this org
- $758
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Kenneth ErkerKENNETH ERKER
TRUSTEE (P)
- Total calculated
- $0
- Hours/week
- 2
-
Donald ScoopoDONALD SCOOPO
TRUSTEE
- Total calculated
- $233,935
- From this org
- $0
- From related orgs
- $122,435
- Other
- $111,500
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $122,435 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $87,788 related
- Nontaxable benefits
- $0 + $23,712 related
- Filer's total
- $0 + $233,935 related
-
Joseph Leo JrJOSEPH LEO JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Nicholas HoytNICHOLAS HOYT
TRUSTEE
- Total calculated
- $2,126
- From this org
- $2,126
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Billy KarasBILLY KARAS
TRUSTEE
- Total calculated
- $758
- From this org
- $758
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Frank MaloneyFRANK MALONEY
TRUSTEE
- Total calculated
- $2,216
- From this org
- $2,216
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Paul AinsworthPAUL AINSWORTH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David KimDAVID KIM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Tim HarnettTIM HARNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rodney SnipesRODNEY SNIPES
FUND ADMIN
- Total calculated
- $179,114
- From this org
- $41,350
- From related orgs
- $73,512
- Other
- $64,252
- Hours/week
- 14 + 36 related
Schedule J breakdown matched by us
- Base
- $41,350 + $73,512 related
- Bonus
- $0
- Other
- $0
- Deferred
- $14,894 + $26,478 related
- Nontaxable benefits
- $8,237 + $14,643 related
- Filer's total
- $64,481 + $114,633 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.
-
HEAT & FROST INSULATORS LOCAL 33
501 (C) (5) · CT
-
ASBESTOS WORKERS SYRACUSE WELFARE FUND
NY
-
NATIONAL ASBESTOS WORKERS MEDICAL FUND
MD
-
HEAT & FROST INSULATORS LOC 33 ANNUITY
501 (A) · CT
-
HEAT & FROST INSULATORS LOC 33 PENSION
501 (A) · CT
-
501 (C) (5) · CT
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.
-
ATLANTIC CONTRACTING & SPECIALITES LLC
MA
-
BARBER FIRESTOP SYSTEMS LLC
CT
-
LANGAN INSULATION LLC
CT
-
INSULATION CONTRACTOR OF NEW ENGLAND LLC
MA
-
NEW HAVEN FIRESTOP SYSTEMS LLC
CT
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
LANGAN INSULATION
-
KIM INDUSTRIES
-
ICON
-
DAY & ZIMMERMAN
-
ATLANTIC CONTRACTING & SPECIALTIES LLC
-
AXION
-
QUALITY CONSTRUCTION LLC
-
BARBER FIRESTOP SYSTEMS
-
BC FLYNN CONTRACTING CORP
-
NH FIRESTOP
-
BRAND SAFEWAY
-
MAYAN INSULATION LLC
-
API
-
ENERGY INSULATION
-
SYNERGY
-
ICON
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413059349301656
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