← SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUND

Form 990 for tax year 2024

Filed by SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUND.

Totals

Total revenue: $25,732,029
Total expenses: $24,248,014
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $23,454,814
Investment income: $834,609
Other revenue: $1,442,606
Total assets, end of year: $30,351,809
Total liabilities, end of year: $12,172,933
Net assets or fund balances, end of year: $18,178,876
Program services expenses (Part IX): $22,604,606
Management and general expenses: $1,643,408
Fundraising expenses: $0
Program service expenses (Part III): $22,604,606

Program services were 93.2% 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 $21,563,197 · related or exempt $21,563,197
2b · Program service revenue: SELF PAYMENTS

total $1,891,617 · related or exempt $1,891,617
3 · Investment income

total $708,630 · excluded $708,630
7a · Gross sales of assets other than inventory

securities $9,962,049
7b · Less cost or other basis and sales expenses

securities $9,836,070
7c · Gain or loss

securities $125,979
7d · Net gain or loss

total $125,979 · related or exempt $125,979
8c · Net income from fundraising events

total $0
11a · Other revenue: OTHER INCOME

total $1,442,606 · related or exempt $1,442,606
11e · Other revenue, total

$1,442,606

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $22,604,606 · program services $22,604,606
11a · Fees: management

total $1,135,208 · management and general $1,135,208
11b · Fees: legal

total $74,597 · management and general $74,597
11c · Fees: accounting

total $21,900 · management and general $21,900
11f · Fees: investment management

total $168,038 · management and general $168,038
11g · Fees: other

total $81,368 · management and general $81,368
13 · Office expenses

total $131,395 · management and general $131,395
19 · Conferences, conventions and meetings

total $14,023 · management and general $14,023
23 · Insurance

total $11,936 · management and general $11,936
24a · Other expenses: MEMBERSHIP DUES

total $1,525 · management and general $1,525
24b · Other expenses: TRUSTEE LOST WAGES

total $3,418 · management and general $3,418

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,965,563 · end of year $1,403,195
2 · Savings and temporary cash investments

beginning of year $419,450 · end of year $344,639
4 · Accounts receivable

beginning of year $1,805,259 · end of year $1,775,995
9 · Prepaid expenses and deferred charges

beginning of year $478,363 · end of year $300,005
11 · Investments: publicly traded securities

beginning of year $25,492,572 · end of year $26,527,975
17 · Accounts payable and accrued expenses

beginning of year $1,438,523 · end of year $538,045
19 · Deferred revenue

beginning of year $12,132 · end of year $14,888
25 · Other liabilities

beginning of year $13,240,000 · end of year $11,620,000
29 · Capital stock, trust principal or current funds

beginning of year $15,470,552 · end of year $18,178,876

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS AND THEIR DEPENDENTS.

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Expenses $22,604,606

As filed on the 2024 return.

Listed in Part VII

Timothy MulliganTIMOTHY MULLIGAN

TRUSTEE

Total calculated

$193,103

From this org

$0

From related orgs

$193,103

Other

$0

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

not reported + $173,379 related

Bonus

not reported

Other

not reported + $19,724 related

Deferred

not reported

Nontaxable benefits

not reported

Filer's total

not reported + $193,103 related
Eric McPhersonERIC MCPHERSON

TRUSTEE

Total calculated

$163,426

From this org

$0

From related orgs

$163,426

Other

$0

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

not reported + $154,237 related

Bonus

not reported

Other

not reported + $9,189 related

Deferred

not reported

Nontaxable benefits

not reported

Filer's total

not reported + $163,426 related
Jason GrunenwaldJASON GRUNENWALD

CHAIRMAN

Total calculated

$162,559

From this org

$0

From related orgs

$162,559

Other

$0

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

not reported + $152,399 related

Bonus

not reported

Other

not reported + $10,160 related

Deferred

not reported

Nontaxable benefits

not reported

Filer's total

not reported + $162,559 related
David HartsuckDAVID HARTSUCK

TRUSTEE

Total calculated

$159,435

From this org

$0

From related orgs

$159,435

Other

$0

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

not reported + $153,256 related

Bonus

not reported

Other

not reported + $6,179 related

Deferred

not reported

Nontaxable benefits

not reported

Filer's total

not reported + $159,435 related
David AngeloDAVID ANGELO

TRUSTEE

Total calculated

$1,197

From this org

$0

From related orgs

$1,197

Other

$0

Hours/week

1 + 40 related
David KarlDAVID KARL

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
John JohnsonJOHN JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Mike WiedbuschMIKE WIEDBUSCH

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Ian SwitalskiIAN SWITALSKI

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Rick MeadRICK MEAD

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Dawn NorrisDAWN NORRIS

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 related
Bryan McConnelBRYAN MCCONNEL

TRUSTEE

Total calculated

$0

Hours/week

1 + 40 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.

SMACNA OF DETROIT

501c6 · PROMOTION · MI
SMW LOCAL 80 APPRENTICESHIP FUND

501c3 · TRAINING · MI
SMW LOCAL 80 ANNUITY FUND

501a · RETIREMENT · MI
SMW LOCAL 80 PENSION FUND

501a · RETIREMENT · MI
SMW LOCAL 80 SUB FUND

501c9 · UNEMPLOYMENT · MI
SMW LOCAL 80 INTL ASSOCIATION

501c5 · PROMOTION · MI

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.

ADVANTAGE MECHANICAL GROUP

0% owned
AIR SOLUTIONS INC

0% owned
AIRFLOW TESTING INC

0% owned
ALLIANCE AIR CONDITIONING

0% owned
ALLIED VENTILATION INC

0% owned
AMVET SOLUTIONSINC

0% owned
API CONSTRUCTION SPECIALT

0% owned
APPLEGATEINC

0% owned
AUGUST WINTER & SONSINC

0% owned
BARMATIC INSPECTING COMPANY

0% owned
BARON MECHANICAL CONTRACT

0% owned
BEST IMPRESSIONSINC

0% owned
BLOOM ROFFING SYSTEMS IN

0% owned
BRANDSAFWAY INDUSTRIESL

0% owned
BUMLER MECHANICAL INC

0% owned
CASS

0% owned
CDP ENVIRONMENTALINC

0% owned
CEI MICHIGAN LLC

0% owned
CHRISTENDETROIT

0% owned
CLEANSHIELD

0% owned
CMR MECHANICAL LLC

0% owned
COMPLETE MECHANICAL CONT

0% owned
CONQUEST MANUFACTURING LL

0% owned
CONTI MECHANICAL INC

0% owned
CORE MECHANICAL INC

0% owned
CROWN CORRINC

0% owned
CURBS & DAMPER

0% owned
DANBOISE MECHANICAL

0% owned
DE-CAL INC

0% owned
DEE CRAMER INC

0% owned
DETROIT CORNICE & SLATE

0% owned
EW ENSROTH COMPANY

0% owned
ECKER MECHANICAL CONTRACT

0% owned
ENVIRO-AIRE INC

0% owned
ENVIRONMENTAL TESTING SER

0% owned
ERV EHLERS COMPANY

0% owned
FM SYLVAN INC

0% owned
FORCED AIRSYSTEMSINC

0% owned
GOYETTE MECHANICAL

0% owned
GREAT LAKES HOTEL SUPPLY

0% owned
H M WHITE LLC

0% owned
HALEY MECHANICAL INC

0% owned
HERITAGE MECHANICAL

0% owned
HILTON VENTILATION & IND

0% owned
INTERNATIONAL TEST & BALA

0% owned
IWR NORTH AMERICA

0% owned
J & J METAL PRODUCTS

0% owned
J D CANDLER ROOFING CO

0% owned
JOHNSON CONTROLS INC

0% owned
LADUKE CORPORATION

0% owned
LIBERTY SHEET METAL

0% owned
LIMBACH COMPANY

0% owned
LOCAL 80 JAC

0% owned
LONG MECHANICAL

0% owned
LYON MECHANICAL INC

0% owned
M W MORSS ROOFING

0% owned
M3 MECHANICAL INC

0% owned
MACOMB HEATING & COOLING

0% owned
MARTINEZ MECHANICAL INC

0% owned
MCM STAINLESS FABRICATING

0% owned
MCSHANE MECHANICAL CONTRA

0% owned
MECHANICAL DESIGN & INSTA

0% owned
MECHANICAL SHEET METAL

0% owned
METRO AIR INC

0% owned
METRO CONTROLS INC

0% owned
NEWTON & CRANE INC

0% owned
NORTH ROOFING

0% owned
QUALITY ROOFING & SHEET M

0% owned
R E LEGGETTE COMPANY

0% owned
R W MEAD & SONS INC

0% owned
RENE VANASSCHE & SONS CO

0% owned
ROBERTSON - MORRISON INC

0% owned
ROYAL ROOFING COMPANY IN

0% owned
ROYAL-WEST ROOFING & SHEET

0% owned
S & Z SHEETMETAL INC

0% owned
SAGE ONE INC

0% owned
SANI-VAC SERVICE INC

0% owned
SCHENA ROOFING & SHEET ME

0% owned
SCHREIBER CORPORATION

0% owned
SDI EXTERIOR SYSTEMS LLC

0% owned
SET DUCT MANUFACTURING

0% owned
SHEET METAL WORKERS -LOCAL

0% owned
STATE MECHANICAL SERVICES

0% owned
SYSTEM CORP

0% owned
T F BECK

0% owned
TEMPCO MECHANICAL CONTRAC

0% owned
TOTAL FLOW CONTROL

0% owned
UNIVERSAL WALL SYSTEMS

0% owned
VENTCON INC

0% owned
VM DUCT SERVICES LLC

0% owned
W J ONEIL COMPANY

0% owned
WARREN SYSTEMS

0% owned
WEBB MECHANICAL & ELCTRI

0% owned
WITT MECHANICAL INC

0% owned
WM FLOYD HEATING CO

0% owned

Provenance

Return type: form_990
Tax year: 2024
Filed: 14 April 2026
IRS schema version: 2024v5.2
Source object: 202631049349300603

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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