Form 990 for tax year 2023
Filed by NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND.
Totals
- Total revenue
- $87,686,404
- Total expenses
- $100,784,909
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $84,977,423
- Investment income
- $2,626,403
- Other revenue
- $82,578
- Total assets, end of year
- $135,714,913
- Total liabilities, end of year
- $540,385
- Net assets or fund balances, end of year
- $135,174,528
- 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 $76,170,560 · related or exempt $76,170,560
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $8,806,863 · related or exempt $8,806,863
-
3 · Investment income
total $3,217,748 · excluded $3,217,748
-
7a · Gross sales of assets other than inventory
securities $31,817,731
-
7b · Less cost or other basis and sales expenses
securities $32,409,076
-
7c · Gain or loss
securities -$591,345
-
7d · Net gain or loss
total -$591,345 · excluded -$591,345
-
11a · Other revenue: DRUG CLASS ACTIONS
total $28,831 · excluded $28,831
-
11b · Other revenue: INVEST CLASS ACTIONS
total $27,280 · excluded $27,280
-
11c · Other revenue: MISC INCOME
total $14,567 · excluded $14,567
-
11d · All other revenue
total $11,900 · excluded $11,900
-
11e · Other revenue, total
$82,578
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $97,534,992
-
11a · Fees: management
total $1,760,524
-
11b · Fees: legal
total $285,204
-
11c · Fees: accounting
total $42,992
-
11f · Fees: investment management
total $155,785
-
11g · Fees: other
total $841,759
-
13 · Office expenses
total $27,034
-
19 · Conferences, conventions and meetings
total $49,167
-
23 · Insurance
total $45,233
-
24a · Other expenses: PCORI FEE
total $26,307
-
24b · Other expenses: BANK CHARGES
total $8,406
-
24c · Other expenses: EDP MAINT./EDUCATION
total $5,530
-
24d · Other expenses: MISC EXPENSES
total $1,976
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,847,805 · end of year $3,504,606
-
4 · Accounts receivable
beginning of year $6,865,378 · end of year $7,624,260
-
6 · Loans and receivables from disqualified persons
beginning of year $3,622 · end of year $6,240
-
9 · Prepaid expenses and deferred charges
beginning of year $34,191 · end of year $51,506
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $76,032,017 · end of year $69,358,778
-
12 · Investments: other securities
beginning of year $52,778,184 · end of year $52,969,468
-
15 · Other assets
beginning of year $2,091,629 · end of year $2,200,055
-
17 · Accounts payable and accrued expenses
beginning of year $309,866 · end of year $176,785
-
25 · Other liabilities
beginning of year $437,100 · end of year $363,600
-
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 $138,905,860 · end of year $135,174,528
Mission and programs · 2023
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
-
PROVIDE SELF FUNDED BENEFITS FOR APPROXIMATELY 6,037 UNION MEMBERS AND THEIR DEPENDENTS. TO PAY FOR INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE FOR MEMBERS AND THEIR DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Patrick NilsenPATRICK NILSEN
LABOR TRUSTEE
- Total calculated
- $406,201
- From this org
- $0
- From related orgs
- $319,928
- Other
- $86,273
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $319,928 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,504 related
- Nontaxable benefits
- $0 + $36,769 related
- Filer's total
- $0 + $406,201 related
-
Mike SheaMIKE SHEA
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Robert SiebelROBERT SIEBEL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Barry ScholzBARRY SCHOLZ
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
James MartinJAMES MARTIN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Sam GabrilskaSAM GABRILSKA
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Eric BallwegERIC BALLWEG
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Dave SmestadDAVE SMESTAD
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Scott WatsonSCOTT WATSON
LABOR TRUSTEE
- Total calculated
- $177,904
- From this org
- $0
- From related orgs
- $118,382
- Other
- $59,522
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,382 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,128 related
- Nontaxable benefits
- $0 + $22,394 related
- Filer's total
- $0 + $177,904 related
-
Michael AdamavichMICHAEL ADAMAVICH
LABOR TRUSTEE
- Total calculated
- $183,823
- From this org
- $0
- From related orgs
- $124,301
- Other
- $59,522
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $124,301 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,128 related
- Nontaxable benefits
- $0 + $22,394 related
- Filer's total
- $0 + $183,823 related
-
Pat RodriguezPAT RODRIGUEZ
LABOR TRUSTEE
- Total calculated
- $204,248
- From this org
- $0
- From related orgs
- $138,112
- Other
- $66,136
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $138,112 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $41,254 related
- Nontaxable benefits
- $0 + $24,882 related
- Filer's total
- $0 + $204,248 related
-
Chris HillCHRIS HILL
LABOR TRUSTEE
- Total calculated
- $119,381
- From this org
- $0
- From related orgs
- $78,076
- Other
- $41,305
- Hours/week
- 1 + 40 related
-
Wayne NordinWAYNE NORDIN
LABOR TRUSTEE
- Total calculated
- $287,034
- From this org
- $0
- From related orgs
- $207,950
- Other
- $79,084
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $207,950 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $45,379 related
- Nontaxable benefits
- $0 + $33,705 related
- Filer's total
- $0 + $287,034 related
-
Corey BialcikCOREY BIALCIK
LABOR TRUSTEE
- Total calculated
- $223,999
- From this org
- $0
- From related orgs
- $157,863
- Other
- $66,136
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $157,863 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $41,254 related
- Nontaxable benefits
- $0 + $24,882 related
- Filer's total
- $0 + $223,999 related
-
Burt JohnsonBURT JOHNSON
TRUSTEE, CHAIRMAN
- Total calculated
- $301,645
- From this org
- $0
- From related orgs
- $225,271
- Other
- $76,374
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $225,271 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $42,669 related
- Nontaxable benefits
- $0 + $33,705 related
- Filer's total
- $0 + $301,645 related
-
Robert BarkerROBERT BARKER
TRUSTEE, SECRETARY/TREASUR
- Total calculated
- $325,214
- From this org
- $0
- From related orgs
- $277,440
- Other
- $47,774
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $194,511 related
- Bonus
- $0 + $81,148 related
- Other
- $0 + $1,781 related
- Deferred
- $0 + $26,183 related
- Nontaxable benefits
- $0 + $21,591 related
- Filer's total
- $0 + $325,214 related
-
Sid SamuelsSID SAMUELS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
David CoenenDAVID COENEN
LABOR TRUSTEE
- Total calculated
- $223,999
- From this org
- $0
- From related orgs
- $157,863
- Other
- $66,136
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $157,863 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $41,254 related
- Nontaxable benefits
- $0 + $24,882 related
- Filer's total
- $0 + $223,999 related
-
Apolonio DuranAPOLONIO DURAN
LABOR TRUSTEE
- Total calculated
- $177,904
- From this org
- $0
- From related orgs
- $118,382
- Other
- $59,522
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,382 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,128 related
- Nontaxable benefits
- $0 + $22,394 related
- Filer's total
- $0 + $177,904 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.
-
CARPENTERS LU #314
-
NORTH CENTRAL STATES REG CNCL (BA)
-
NORTH CENTRAL STATES REG CNCL OF CARPS
-
UBC NATIONAL JOB CORPS TRAININ
-
501(C)(3) · TRAINING BENEFITS · WI
-
LABOR MGMT COOPERATIVE TRUST OF THE NCSRCC & AGC OF WI INC
501(C)(6) · DRUG TESTING AND REIMBURSMENT FOR CLASSES · WI
-
NCSRCC PENSION FUND
401 (A) · PENSION BENEFITS · WI
-
NCSRCC SUPPLEMENTAL RETIREMENT PLAN
401 (A) · DEFINED CONTRIBUTIONS BENEFITS · WI
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.
-
ADVANTAGE INDUSTRIAL SYSTEMS LLC
-
BADGER SCAFFOLD LLC
-
BRUNSWICK BOWLING & BILLIARDS
-
CCF LABOR LLC
-
CECO CONCRETE CONSTRUCTION
-
COPPER CREEK ROOFING AND CONST LLC
-
HARRIOTT CONTRACTING LLC
-
MISSION DRYWALL COMPANY LLC
-
PRICE ERECTING INC
-
RHI LLC
-
SCHMITT ACOUSTICS LLC
-
SHEET PILING SERVICES LLC
-
TWIN CITY TILE & MARBLE CO
-
U S VET GENERAL CONTRACTING LLC
-
KRAEMER NORTH AMERICA LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A P COM POWER INC
-
ATLANTIC PLANT MAINTENANCE
-
BILFINGER INDUSTRIAL SERVICES INC
-
BADGER ACOUSTICS INC
-
BENNETT CONSTRUCTION INC
-
BERES JOHN BUILDERS INC
-
CAMOSY INC
-
CENTRAL MECHANICAL SYSTEMS INC (SHOP)
-
CONTEMPORARY HAMMER WORKS INC
-
DORAL CORPORATION
-
DOYLE CONTRACTORS INC
-
EAU CLAIRE ACOUSTICS INC
-
GAGNON CONST CO INC
-
GENESYS CORP
-
HUNZINGER CONST CO
-
IEI GENERAL CONTRACTORS INC
-
INSULATED PANEL COMPANY
-
INTERIOR INSTALLATION SERVICE INC
-
KPH CONSTRUCTION SERVICES LLC
-
KOTZE CONSTRUCTION CO INC
-
KRAUS ANDERSON CONST CO INC (MPLS)
-
LUNDA CONST CO - DIST 5 HWY HVY
-
MCMULLEN & PITZ CONST CO
-
MEYER C R & SONS INC
-
MORTENSON M A CO
-
NORTHERN STATES POWER CO - PROLL 2ND FLR
-
PARKOS CONSTRUCTION
-
POWER GENERATION SERVICE INC
-
RICE IVAN & SONS INC
-
THE RIGHT ALIGNMENT CO INC
-
SCHMITT JOS & SONS CONST CO - NBU
-
SIEGFRIED CONSTRUCTION GEORGE
-
SPRINKMANN SONS CORP
-
STATE GROUP INDUSTRIAL (USA) LIMITED
-
STATZ & HARROP INC
-
STEELE CONSTRUCTION CORPORATION
-
SULLIVAN KENNETH CO
-
TAYLOR BROS CONST CO INC
-
TREML MILLWRIGHTING & CONTRACTING
-
TRI-NORTH BUILDERS INC
-
VALLEY MECHANICAL INC
-
VER HALEN INC
-
VOGEL BROS BLDG CO (COMM)
-
W O J INSTALLATIONS INC
-
WALL TECH INC
-
WALSH P W & COMPANY
-
WELLENSTEIN & SONS INC
-
SIEMENS GENERATION SRVCS CO
-
WYNTREE CONST INC - NBU
-
ZEISE FRANK O CONST CO INC
-
BHI ENERGY SPECIALTY SERVICES LLC
-
NEW VINTAGE INTERIORS
-
SOUTHTOWNE MAINTENANCE
-
TURBINEPROS LLC
-
ADVANTAGE ACOUSTICAL
-
BMWC CONSTRUCTORS INC
-
DESIGN POINT EXTERIORS LLC
-
FULLER MECHANICAL LLC
-
MAVID CONST SRVCS LLC
-
MIDSTATE CONTRACTING LLC
-
MONROE INSTALLATIONS LLC
-
PRIBEK & ASSOCIATES LLC
-
PROSTAR SURFACES INC
-
REVOLUTION INDUSTRIAL SERVICES LLC
-
S & R BORCHARDT BUILDERS
-
TRH CONCRETE SERVICES
-
VMI LLC
-
WALL PANEL LLC
-
A K INSTALLATION INC
-
API INC
-
ALLIED CONSTRUCTION SERVICES INC
-
APPLETON LATHING CORP
-
AZCO INC
-
BACHMANN CONST CO INC (ALUM)
-
BADGER SWIMPOOLS INC
-
BANE NELSON INC
-
BOLDT COMPANY THE
-
BORTON CONSTRUCTION INC
-
BRENNAN J F CO INC - LU 606 HWY HVY
-
BUILDING SERVICE INC
-
BVR FLOORING LLC
-
CALIBER FLOORS INC
-
CAPELLE BROS & DIEDRICH INC
-
CARDINAL CONST CO INC - ALUM
-
CARPETLAND USA
-
CARY SPECIALIZED SERVICES INC - ALUM
-
CENTRAL CEILING SYSTEMS INC
-
CHENANGO SPORTS INC
-
MACCO'S COMMERCIAL INSTALLATION INC
-
COMPLETE THERMAL SYSTEMS INC
-
COMMON LINKS CONST LLC
-
CONTINENTAL ENTERPRISES (NBU)
-
ST COTTER TURBINE SERVICES
-
CULLEN J P & SON INC
-
DAY & ZIMMERMANN NPS INC
-
DELL CONST CO INC - ALUM
-
DELTA T CONST CO INC
-
DUGGAN CONTRACTING CORP
-
E & A ENTERPRISES INC
-
EGI MECHANICAL INC
-
F A WILHELM CONSTRUCTION CO INC
-
FACILITIES CONST MGT CORP
-
FINDORFF J H & SON INC
-
FOWLER & HAMMER INC
-
GATEWAY CONCRETE FORMING SYSTEMS
-
GEGARE TILE INC
-
GEIST JERRY & SONS CONSTRUCTION INC
-
GOEBEL FIXTURE CORP
-
GOEDECKE COMPANY INC VERNON L
-
GRUBE G J CONST CO LLC
-
HALLMARK DRYWALL INC
-
HALVERSON CARPET CENTER LTD
-
HARRIS ENVIRONMENTAL SYSTEMS
-
HAZA MECHANICAL INC
-
HUGHES FLOORING INC
-
IDEAL BUILDERS INC - ALUM
-
IMMEL HOWARD INC
-
JTA BUILDERS LLC
-
JW FLOORING INC
-
JESSE JONES CONSTRUCTION INC
-
JUNIORS CONSTRUCTION INC
-
JUROWSKI R J CONST INC
-
JUST RITE ACOUSTICS
-
K N G MECHANICAL INC
-
KLOBUCAR CONST CO INC - NBU
-
KNIGHT FLOORING
-
KNUTSON CONSTRUCTION SERVICES INC
-
KOJA CONSTRUCTION INC
-
KO-ON SERVICES CORP
-
LARSON CONSTRUCTION INC
-
LEWIS CONST INC
-
LOVEGREEN INDUSTRIAL SERVICES INC
-
MAAS BROTHERS CONST CO INC
-
MACKEY ARNIE CONST INC -ALUM
-
MARKET & JOHNSON INC
-
MCCARTHY BUILDING CO INC
-
MICHELS CONSTRUCTION INC
-
MIDDLETON CONSTRUCTION CO INC
-
MIDWEST CEILING SYSTEMS INC
-
MIRON CONSTRUCTION CO INC
-
MULCAHY NICKOLAUS LLC
-
OLYMPIC COMPANIES INC
-
OSBORNE CONSTRUCTION INC (DAVE)
-
OVERHEAD DOOR CO OF CHIPPEWA VALLEY-JRYM
-
OVERHEAD DOOR CO OF MADISON INC-RESDNT
-
PERFORMANCE CONTRACTING
-
PHEIFER BROTHERS CONST
-
PINNACLE WALL SYSTEMS
-
PLATT CONST INC
-
POELLINGERS INC
-
PORTZEN CONST INC
-
QUASIUS CONSTRUCTION INC
-
RTL CONSTRUCTION INC - INDUST
-
RICHARD GROUP LLC
-
ROCKWELL GROUP INC THE
-
SAMUELS GROUP INC THE
-
SCHERRER CONST CO INC (RES PRE-APPRN)
-
SCHLEIS FLOOR COVERING
-
SCHMIDT CG INC
-
SEITHER & CHERRY CO
-
SERGENIANS FLOOR COVERINGS INC
-
SMITH CHARLES D & SONS - ALUM
-
SPECIALTY BUILDERS INC
-
STAINLESS SPECIALISTS INC
-
SUNPEAK CONSTRUCTION INC
-
TRI-CITY CONCRETE CONST INC
-
TWIN CITY ACOUSTICS INC
-
VJS CONSTRUCTION SERVICES
-
V & S CONSTRUCTION SERVICES
-
WCA
-
WENGER CORPORATION
-
WILLIAMS BROTHERS CONSTRUCTION INC
-
WILSON MCSHANE
-
BAUER & RAETHER BLDRS INC
-
ZENITH TECH INC
-
BRANDSAFWAY INDUSTRIES LLC
-
BROCK INDUSTRIAL SERVICES
-
HAYES COMMERCIAL LLC
-
MLS ENTERPRISE LLC
-
TILT SPECIALISTS LLC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423179349305352
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