Form 990 for tax year 2024
Filed by SHEET METAL WORKERS 100 WELFARE FUND.
Totals
- Total revenue
- $37,560,371
- Total expenses
- $32,661,651
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $35,121,412
- Investment income
- $2,438,959
- Other revenue
- $0
- Total assets, end of year
- $68,101,110
- Total liabilities, end of year
- $160,953
- Net assets or fund balances, end of year
- $67,940,157
- 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 $31,455,477 · related or exempt $31,455,477
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $3,665,935 · related or exempt $3,665,935
-
3 · Investment income
total $2,438,959 · excluded $2,438,959
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $30,021,543
-
11a · Fees: management
total $1,007,675
-
11b · Fees: legal
total $33,699
-
11c · Fees: accounting
total $46,457
-
11f · Fees: investment management
total $38,746
-
11g · Fees: other
total $1,445,566
-
13 · Office expenses
total $38,400
-
17 · Travel
total $2,745
-
23 · Insurance
total $13,167
-
24a · Other expenses: FEES MANDATED BY THE AC
total $13,653
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,227,128 · end of year $5,537,161
-
2 · Savings and temporary cash investments
beginning of year $7,016 · end of year $5,152
-
4 · Accounts receivable
beginning of year $2,227,898 · end of year $2,344,007
-
11 · Investments: publicly traded securities
beginning of year $54,970,101 · end of year $60,214,790
-
17 · Accounts payable and accrued expenses
beginning of year $213,029 · end of year $160,953
-
27 · Net assets without donor restrictions
beginning of year $62,219,114 · end of year $67,940,157
Mission and programs · 2024
Mission
TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
-
TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
Richard D Labille IIIRICHARD D LABILLE III
UNION TRUSTEE
- Total calculated
- $169,492
- From this org
- $0
- From related orgs
- $169,492
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $169,492 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $169,492 related
-
Michael NobleMICHAEL NOBLE
UNION TRUSTEE
- Total calculated
- $153,803
- From this org
- $0
- From related orgs
- $153,803
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $153,803 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $153,803 related
-
Charles SewellCHARLES SEWELL
UNION TRUSTEE
- Total calculated
- $127,528
- From this org
- $0
- From related orgs
- $127,528
- Other
- $0
- Hours/week
- 1 + 40 related
-
Thomas KilleenTHOMAS KILLEEN
UNION TRUSTEE
- Total calculated
- $112,289
- From this org
- $0
- From related orgs
- $112,289
- Other
- $0
- Hours/week
- 1 + 40 related
-
William AllenWILLIAM ALLEN
UNION TRUSTEE
- Total calculated
- $109,562
- From this org
- $0
- From related orgs
- $109,562
- Other
- $0
- Hours/week
- 1 + 40 related
-
Frank BattaglinoFRANK BATTAGLINO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen BigelowKATHLEEN BIGELOW
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ian DuckworthIAN DUCKWORTH
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
R Scott GregoryR SCOTT GREGORY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dale SheppardDALE SHEPPARD
EMPLOYER 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. 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.
-
501(C)5 · FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS · MD
-
SMART LOCAL 100 PENSION FUND
501(A) · FUND ESTABLISHED TO ASSIST PENSION DEVELOPEMENT OF UNION MEMBERS · MD
-
SMART LOCAL 100 APPRENTICE FUNDS
501(C)9 · THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS · MD
-
501(C)5 · REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES AND BENEFITS · MD
-
SMART LOCAL 100 SCHOLARSHIP FUND
501(C)3 · TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS · MD
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 CONSTRUCTION INC
-
ADJ SHEET METAL INC
-
ALL MECHANICAL & PLUMBING LLC
-
ALL SEASONS AC & HEATING
-
AMERICAN TESTING INC
-
AMPLE SHEET METAL
-
ARCON MECHANICAL SYSTEMS
-
ARICA CONSULT & CONTRCT
-
AUGUST WINTER & SONS INC
-
BENEDICT SHEET METAL
-
BERNWARD CONSULTING ASSOCIATES LLC
-
BMORE HEATING AND COOLING
-
CMC SHEET METAL INC
-
COMFORT CONTROL INC
-
CRAFTCORPS INC
-
CROWN CORR INC
-
DENSEL COMPANY
-
DYNAMIC SYSTEMS INC
-
EAST COAST METAL SYSTEMS
-
ENVIRONMENTAL BALANCING C
-
FINGLES METAL WORKS INC
-
HARRIS MOUNTAIN WEST LLC
-
HITE ASSOCIATES
-
HOT & COLD CORPORATION
-
I & B ASSOCIATES INC
-
IAC METALS INC
-
J B WHELAN
-
JAMES MYERS COMPANY INC
-
JAMES R WALLS CONTRACTING
-
JOURNEYMAN MECH CONTR
-
K G SHEET METAL SERVICES
-
LILJA CORPORATION
-
LINX INDUSTRIES
-
M G MCGRATH INC
-
MECCO INC
-
METAL ALLIANCE INC
-
METRO MECHANICAL CONTRCTR
-
METRO TEST & BALANCE INC
-
MID-ATLANTIC METAL WORKS
-
NORAIR ENGINEERING ASSOC
-
PENN AIR CONTROL INC
-
PTL CONTRACTING LLC
-
R H LAPP & SONS INC
-
R S HARRITAN & CO INC
-
ROTH BROTHERS INC
-
SEMCO DUCT & ACOUSTICAL
-
SENECA BALANCE OF MD VA
-
SOUTHLAND INDUSTRIES
-
SSM INDUSTRIES INC
-
STATE MECHANICAL SERVICES
-
STROMBERG METAL WORKS INC
-
SUN MECHANICAL SYSTEMS INC
-
SUPER SKY PRODUCTS
-
W E BOWERS & ASSOCIATES
-
WALTER N YODER & SONS INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640149349301964
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