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Nonprofiteer
← MARK LANDAU SHEET METAL INS FUND

Form 990 for tax year 2023

Filed by MARK LANDAU SHEET METAL INS FUND.

Totals

Total revenue
$6,224,120
Total expenses
$5,572,753
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,918,632
Investment income
$305,488
Other revenue
$0
Total assets, end of year
$18,672,504
Total liabilities, end of year
$771,524
Net assets or fund balances, end of year
$17,900,980
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 $5,166,675 · related or exempt $5,166,675

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS-SELF

    total $751,957 · related or exempt $751,957

  • 3 · Investment income

    total $518,327 · excluded $518,327

  • 7a · Gross sales of assets other than inventory

    securities $4,732,072

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

    securities $4,944,911

  • 7c · Gain or loss

    securities -$212,839

  • 7d · Net gain or loss

    total -$212,839 · excluded -$212,839

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,010,754

  • 11b · Fees: legal

    total $11,500

  • 11c · Fees: accounting

    total $63,347

  • 11f · Fees: investment management

    total $94,498

  • 11g · Fees: other

    total $23,400

  • 13 · Office expenses

    total $3,162

  • 14 · Information technology

    total $27,758

  • 16 · Occupancy

    total $7,356

  • 19 · Conferences, conventions and meetings

    total $4,493

  • 23 · Insurance

    total $6,913

  • 24a · Other expenses: CLERICAL SERVICES

    total $206,305

  • 24b · Other expenses: CONSULTANT FEE

    total $76,042

  • 24c · Other expenses: FUND MANAGER REIMBURSEM

    total $24,960

  • 24d · Other expenses: TAX ON DISABILITY BENEF

    total $1,222

  • 24e · All other expenses

    total $11,043

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $796,339 · end of year $922,964

  • 2 · Savings and temporary cash investments

    beginning of year $927,750 · end of year $892,584

  • 4 · Accounts receivable

    beginning of year $800,057 · end of year $681,332

  • 9 · Prepaid expenses and deferred charges

    beginning of year $74,824 · end of year $1,591

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

    $103,786

  • 10b · Land, buildings and equipment: accumulated depreciation

    $103,786

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $14,723,048 · end of year $16,174,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,057,614 · end of year $743,461

  • 19 · Deferred revenue

    beginning of year $61,892 · end of year $26,249

  • 25 · Other liabilities

    beginning of year $1,018 · end of year $1,814

  • 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 $16,201,494 · end of year $17,900,980

Mission and programs · 2023

Mission

TO PROVIDE HEALTH INSURANCE TO ITS MEMBERS.

Activities or mission (Part I)

THE FUND'S MISSION IS TO PROVIDE PARTICIPATING MEMBERS AND CERTAIN DEPENDENTS WITH THE FOLLOWING BENEFITS: LIFE INSURANCE, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL AND MAJOR MEDICAL EXPENSES, PRESCRIPTIONS, DENTAL EXPENSES, VISION AND HEARING EXPENSES AND OTHER MISCELLANEOUS BENEFITS.

  • THE PURPOSE OF THIS ORGANIZATION IS TO PROVIDE HOSPITALIZATION, MEDICAL, DENTAL, DISABILITY, PRESCRIPTION, VISION CARE, HEARING CARE AND DEATH BENEFITS TO PLAN PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Cory Rifenberick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Mattfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gerald Jannicelli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sid Hudson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Landau

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frank Prudhomme

    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.

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.

  • ACKROYD METAL FABRICATORS INC

    CONTRIBUTING EMPLOYER

  • CERNIGLIA METALS LLC

    CONTRIBUTING EMPLOYER

  • HT LYONS INC

    CONTRIBUTING EMPLOYER

  • JE MONAHAN FABRICATORS INC

    CONTRIBUTING EMPLOYER

  • JH BENNETT INC

    CONTRIBUTING EMPLOYER

  • JOHN W DANFORTH CONSTR LLC

    CONTRIBUTING EMPLOYER

  • K&L PLUMBING & HEATING INC

    CONTRIBUTING EMPLOYER

  • KASSELMAN ELECTRIC CO INC

    CONTRIBUTING EMPLOYER

  • KLEEBERG SHEET METAL INC

    CONTRIBUTING EMPLOYER

  • MCD METALS LLC

    CONTRIBUTING EMPLOYER

  • MECHANICAL TESTING INC

    CONTRIBUTING EMPLOYER

  • MONAHAN & LOUGHLIN INC

    CONTRIBUTING EMPLOYER

  • NEWPORT NEWS SHIPBUILDING

    CONTRIBUTING EMPLOYER

  • NORTHEASTERN AIR QUALITY INC

    CONTRIBUTING EMPLOYER

  • NORTHERN MECHANICALS INC

    CONTRIBUTING EMPLOYER

  • POSTLER & JAECKLE CORP

    CONTRIBUTING EMPLOYER

  • TLEMME INC DBA SELBY & SMIT

    CONTRIBUTING EMPLOYER

  • TECHNICAL BLDG SVC INC

    CONTRIBUTING EMPLOYER

  • TITAN ROOFING INC

    CONTRIBUTING EMPLOYER

  • VBI LLC

    CONTRIBUTING EMPLOYER

  • ADIRONDACK AIR BALANCE CO

    CONTRIBUTING EMPLOYER

  • MJL ADTEK ENTERPRISES INC

    CONTRIBUTING EMPLOYER

  • 22ND CENTURY TECHNOLOGIES INC

    CONTRIBUTING EMPLOYER

  • BIM DESIGNS INCORPORATED

    CONTRIBUTING EMPLOYER

  • SAVIGNANO CONSTRUCTION SERVICE

    CONTRIBUTING EMPLOYER

  • JE MONAHAN METALS INC

    CONTRIBUTING EMPLOYER

  • DYNAMIC SYSTEMS

    CONTRIBUTING EMPLOYER

  • HYDE-STONE MECHANICAL

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202413099349302776

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