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← COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN

Form 990 for tax year 2024

Filed by COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN.

Totals

Total revenue
$19,081,452
Total expenses
$14,638,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,696,315
Investment income
$344,918
Other revenue
$40,219
Total assets, end of year
$18,046,517
Total liabilities, end of year
$288,718
Net assets or fund balances, end of year
$17,757,799
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: CONTRACTOR CONTRIB.

    total $17,394,814 · related or exempt $17,394,814

  • 2b · Program service revenue: REBATE INCOME

    total $658,913 · related or exempt $658,913

  • 2c · Program service revenue: PARTICIPANT & RETIREE CONTRIBUTIO

    total $616,582 · related or exempt $616,582

  • 2d · Program service revenue: STOP-LOSS REIMBURSEMENT

    total $18,916 · related or exempt $18,916

  • 2e · Program service revenue: SASMI CONTRIBUTIONS

    total $7,090 · related or exempt $7,090

  • 3 · Investment income

    total $344,827 · excluded $344,827

  • 7a · Gross sales of assets other than inventory

    securities $606

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

    securities $515

  • 7c · Gain or loss

    securities $91

  • 7d · Net gain or loss

    total $91 · excluded $91

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $40,219 · excluded $40,219

  • 11e · Other revenue, total

    $40,219

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $13,806,090

  • 11a · Fees: management

    total $47,809

  • 11b · Fees: legal

    total $247,044

  • 11c · Fees: accounting

    total $52,428

  • 11f · Fees: investment management

    total $10,595

  • 11g · Fees: other

    total $360,672

  • 13 · Office expenses

    total $62,049

  • 14 · Information technology

    total $2,745

  • 16 · Occupancy

    total $1,925

  • 19 · Conferences, conventions and meetings

    total $13,706

  • 22 · Depreciation, depletion and amortization

    total $2,152

  • 23 · Insurance

    total $18,819

  • 24a · Other expenses: MISCELLANEOUS

    total $6,950

  • 24b · Other expenses: FEES MANDATED BY ACA

    total $5,928

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,919,920 · end of year $1,345,263

  • 2 · Savings and temporary cash investments

    beginning of year $2,704 · end of year $4,771,848

  • 4 · Accounts receivable

    beginning of year $1,841,504 · end of year $1,749,662

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,829 · end of year $125,370

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $2,152

  • 11 · Investments: publicly traded securities

    beginning of year $7,983,756 · end of year $8,271,996

  • 12 · Investments: other securities

    beginning of year $1,441,059 · end of year $1,782,378

  • 17 · Accounts payable and accrued expenses

    beginning of year $88,079 · end of year $54,918

  • 19 · Deferred revenue

    beginning of year $11,800 · end of year $8,800

  • 25 · Other liabilities

    beginning of year $125,000 · end of year $225,000

  • 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 $12,979,045 · end of year $17,757,799

Mission and programs · 2024

Mission

PROVIDE HEALTH AND WELFARE BENEFITS

Activities or mission (Part I)

HEALTH AND WELFARE FUND

  • TO PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO THE ELIGIBLE DEPENDENTS, BENEFICIARIES AND PARTICIPANTS OF THE FUND.

As filed on the 2024 return.

Listed in Part VII

  • Dwayne Stephens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Randy Mitchell

    TRUSTEE

    Total calculated
    $91,146
    From this org
    $0
    From related orgs
    $59,476
    Other
    $31,670
    Hours/week
    5 + 44 related

  • Nathan Cooper

    SECRETARY

    Total calculated
    $223,207
    From this org
    $0
    From related orgs
    $183,300
    Other
    $39,907
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,300 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,907 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $223,207 related

  • Jon Alvino

    CHAIRMAN

    Total calculated
    $175,303
    From this org
    $0
    From related orgs
    $116,683
    Other
    $58,620
    Hours/week
    5 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,683 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,072 related
    Nontaxable benefits
    $0 + $22,548 related
    Filer's total
    $0 + $175,303 related

  • Mike Paulus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • Lorey Chittum

    ADMINISTRATOR

    Total calculated
    $130,021
    From this org
    $0
    From related orgs
    $104,029
    Other
    $25,992
    Hours/week
    20 + 20 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.

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.

  • 2H MECHANICAL LLC

    CONTRIBUTING EMPLOYER

  • A P I INC

    CONTRIBUTING EMPLOYER

  • A ZAHNER CO

    CONTRIBUTING EMPLOYER

  • ACCURATE BALANCE LLC

    CONTRIBUTING EMPLOYER

  • AIR RIGHT INC

    CONTRIBUTING EMPLOYER

  • AMERICAN STAINLESS STEEL

    CONTRIBUTING EMPLOYER

  • AMERICAN VETERAN HEATING & AIR

    CONTRIBUTING EMPLOYER

  • AMERICAN VETERAN MECHANICAL

    CONTRIBUTING EMPLOYER

  • ANCHORED KITCHEN EQUIPMENT

    CONTRIBUTING EMPLOYER

  • APOLLO SHEET METAL INC

    CONTRIBUTING EMPLOYER

  • BALANCE TECHNOLOGIES

    CONTRIBUTING EMPLOYER

  • BELL PLUMBING & HEATING

    CONTRIBUTING EMPLOYER

  • BIM DESIGNS INCORPORATED

    CONTRIBUTING EMPLOYER

  • BLUE PHOENIX MECHANICAL

    CONTRIBUTING EMPLOYER

  • BRYMAX CONSTRUCTION SERVICE INC

    CONTRIBUTING EMPLOYER

  • C LOS INDUSTRIES D2 LLC

    CONTRIBUTING EMPLOYER

  • CERTIFIED BALANCING & COMMISS

    CONTRIBUTING EMPLOYER

  • CHINOOK TEST & BALANCE

    CONTRIBUTING EMPLOYER

  • COLORADO SHEET METAL

    CONTRIBUTING EMPLOYER

  • COMPLETE MECHANICAL BALANCING

    CONTRIBUTING EMPLOYER

  • DUNRIGHT BALANCING

    CONTRIBUTING EMPLOYER

  • E-BALANCE LLC

    CONTRIBUTING EMPLOYER

  • FATHER AND SONS HEATING AND COOLING

    CONTRIBUTING EMPLOYER

  • GRAND MESA MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • GRIFFITH ENGINEERING SERVICE

    CONTRIBUTING EMPLOYER

  • HARRIS MOUNTAIN WEST LLCSUPERIOR AIR HANDLING

    CONTRIBUTING EMPLOYER

  • HEATING & PLUMBING ENGINEERING

    CONTRIBUTING EMPLOYER

  • HERCULES INDUSTRIES INC

    CONTRIBUTING EMPLOYER

  • ICON MECHANICAL

    CONTRIBUTING EMPLOYER

  • ICON-BIM LLC

    CONTRIBUTING EMPLOYER

  • JEDI BALANCING INC

    CONTRIBUTING EMPLOYER

  • LATCON CORPORATION

    CONTRIBUTING EMPLOYER

  • LEGACY MECHANICAL INC

    CONTRIBUTING EMPLOYER

  • MARIA CUSTOM SHEET METAL

    CONTRIBUTING EMPLOYER

  • MECH ONE

    CONTRIBUTING EMPLOYER

  • MIDWESTCOLO SPRINGS INC

    CONTRIBUTING EMPLOYER

  • MOOSH INC

    CONTRIBUTING EMPLOYER

  • MURPHY COMPANY

    CONTRIBUTING EMPLOYER

  • NOSTALGIC METALS

    CONTRIBUTING EMPLOYER

  • OMNI ELITE SHEET METAL

    CONTRIBUTING EMPLOYER

  • ONE TON SHEET METAL

    CONTRIBUTING EMPLOYER

  • PAN PACIFIC MECHANICAL

    CONTRIBUTING EMPLOYER

  • PARKER SHEET METAL INC

    CONTRIBUTING EMPLOYER

  • PIPE LINE SPECIALTIES INC

    CONTRIBUTING EMPLOYER

  • PLAINS 2 PEAKS HVAC

    CONTRIBUTING EMPLOYER

  • PRECISION TEST & BALANCE INC

    CONTRIBUTING EMPLOYER

  • RELIANT MECH SERVICES

    CONTRIBUTING EMPLOYER

  • ROCKY MECHANICAL LLC

    CONTRIBUTING EMPLOYER

  • SCHERER METALS INC

    CONTRIBUTING EMPLOYER

  • SKYLINE HTG & AC

    CONTRIBUTING EMPLOYER

  • SOLUTIONS MECHANICAL LLC

    CONTRIBUTING EMPLOYER

  • STANDARD MECHANICALINC

    CONTRIBUTING EMPLOYER

  • TAB SERVICES INC

    CONTRIBUTING EMPLOYER

  • THE JAMAR COMPANY

    CONTRIBUTING EMPLOYER

  • TOLIN MECHANICAL SYSTEMS

    CONTRIBUTING EMPLOYER

  • TRAUTMAN & SHREVE INC

    CONTRIBUTING EMPLOYER

  • U S ENGINEERING CO

    CONTRIBUTING EMPLOYER

  • UNITED TEST AND BALANCE LLC

    CONTRIBUTING EMPLOYER

  • UPM MECHANICAL

    CONTRIBUTING EMPLOYER

  • US ENGINEERING METAL WORKS

    CONTRIBUTING EMPLOYER

  • VISION AIR INC

    CONTRIBUTING EMPLOYER

  • WESTERN STATES COLLEGE OF CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • WESTWIND MECHANICAL INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202543149349303324

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