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← MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by MICHIGAN CARPENTERS COUNCIL HEALTH & WELFARE FUND.

Totals

Total revenue
$25,522,808
Total expenses
$22,627,608
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$25,418,653
Investment income
$79,996
Other revenue
$24,159
Total assets, end of year
$24,017,680
Total liabilities, end of year
$14,308,353
Net assets or fund balances, end of year
$9,709,327
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $21,143,976 · related or exempt $21,143,976

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

    total $4,274,677 · related or exempt $4,274,677

  • 3 · Investment income

    total $447,224 · excluded $447,224

  • 7a · Gross sales of assets other than inventory

    securities $24,294,564

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

    securities $24,661,792

  • 7c · Gain or loss

    securities -$367,228

  • 7d · Net gain or loss

    total -$367,228 · related or exempt -$367,228

  • 11a · Other revenue: OTHER

    total $18,527 · related or exempt $18,527

  • 11b · Other revenue: LIQUIDATED DAMAGES

    total $5,632 · related or exempt $5,632

  • 11e · Other revenue, total

    $24,159

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,820,317

  • 11a · Fees: management

    total $1,387,612

  • 11b · Fees: legal

    total $34,418

  • 11c · Fees: accounting

    total $123,532

  • 11f · Fees: investment management

    total $28,587

  • 11g · Fees: other

    total $57,064

  • 13 · Office expenses

    total $70,763

  • 14 · Information technology

    total $49,576

  • 19 · Conferences, conventions and meetings

    total $9,579

  • 23 · Insurance

    total $17,486

  • 24a · Other expenses: MEMBER COMMUNICATIONS

    total $21,248

  • 24b · Other expenses: NOTICES TO PARTICIPANTS

    total $4,506

  • 24c · Other expenses: EDUCATION FOUNDATION DUES

    total $1,600

  • 24d · Other expenses: ERISA REPORTING COSTS

    total $1,320

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,753,399 · end of year $2,566,441

  • 2 · Savings and temporary cash investments

    beginning of year $804,918 · end of year $765,802

  • 4 · Accounts receivable

    beginning of year $2,141,989 · end of year $2,579,483

  • 9 · Prepaid expenses and deferred charges

    beginning of year $605,400 · end of year $2,119,070

  • 11 · Investments: publicly traded securities

    beginning of year $15,410,443 · end of year $15,986,884

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,622,808 · end of year $1,440,353

  • 25 · Other liabilities

    beginning of year $13,000,000 · end of year $12,868,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,093,341 · end of year $9,709,327

Mission and programs · 2022

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS.

  • TO PROVIDE HEALTH CARE BENEFITS FOR ELIGIBLE PLAN PARTICPANTS.

As filed on the 2022 return.

Listed in Part VII

  • TOM LUTZ

    CHAIRMAN

    Total calculated
    $241,870
    From this org
    $0
    From related orgs
    $241,870
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $241,870 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $241,870 related

  • MIKE BARNWELL

    TRUSTEE

    Total calculated
    $178,862
    From this org
    $0
    From related orgs
    $178,862
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $178,862 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $178,862 related

  • BRIAN KERRIGAN

    TRUSTEE

    Total calculated
    $134,476
    From this org
    $0
    From related orgs
    $95,222
    Other
    $39,254
    Hours/week
    1 + 40 related

  • VINCE DAWE

    TRUSTEE

    Total calculated
    $128,525
    From this org
    $0
    From related orgs
    $89,271
    Other
    $39,254
    Hours/week
    1 + 40 related

  • CHAD MILLER

    TRUSTEE

    Total calculated
    $120,069
    From this org
    $0
    From related orgs
    $83,320
    Other
    $36,749
    Hours/week
    1 + 40 related

  • JASON REED

    TRUSTEE

    Total calculated
    $118,450
    From this org
    $0
    From related orgs
    $79,352
    Other
    $39,098
    Hours/week
    1 + 40 related

  • GREGG GRANGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • WILLIAM HENDRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • DAMIAN HILL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • JOHN KERSAAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • JAMES MALENICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • NICK ROWLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • BOB SPENCE

    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.

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 & F CONSTRUCTION CO INC

  • A C P OF LENAWEE INC

  • A&G CONSTRUCTION LLC

  • ACOUSTICAL ARTS INC

  • ADVANTAGE INDUSTRIAL SYS LLC

  • AMALIO CORPORATION

  • ANLAAN CORPORATION

  • ARBOR CONSTRUCTION PERSONNEL

  • ARCHITECTURAL INTERIORS INSTLR

  • ARISTEO CONSTRUCTION

  • ATLANTIC PLANT MAINT INC

  • AUSTIN COMPANY THE

  • B & B CONTRACTING SERVICE CO

  • B3 INSTALLATIONS INC

  • BACCO DBA INDUST CONSTR SERVIC

  • BARTON MALOW CO

  • BEAVER EXCAVATING CO

  • BOLDT COMPANY

  • BOOS AA & SONS INC

  • BRANDSAFWAY INDUSTRIES LLC

  • BRIX CORPORATION

  • BRONNER WM AND SON CONTR

  • BROWN & BROWN GENERAL CONTRACT

  • BRUNSWICK BOWLING PRODUCTS

  • BUCK CLIFFORD CONSTR CO INC

  • CALIBER CONSTRUCTION CO

  • CARPENTERS FOR HIRE

  • CASE CONSTRUCTION COINC

  • CASEWORK CONTRACTING SVCS LLC

  • CASTLES BROS INC

  • CHAMPION SPECIALTY SERVICES LL

  • CHRISTMAN CONSTRUCTORS INC

  • CLARK CONSTRUCTION CO

  • CLIMATE PROS INC

  • CLOSNER CONSTRUCTION

  • CLS CONSTRUCTION SERVICE

  • COLLINS DESIGNBUILD INC

  • COMMERCIAL CONTRACTING CORP

  • COMMERCIAL CONTRACTING NORTH

  • COMMERCIAL CONTRACTORS INC

  • COMSTOCK CONSTRUCTION COMPANY

  • CONSTRUCTION LABOR SERVICES

  • CONTINENTAL CONSTRUCTION INC

  • COOK JACKSON CONTRACTORS

  • CRYDERMAN BUILDERS INC

  • CULVER DEVELOPMENT LLC

  • DAN'S EXCAVATING INC

  • DAY & ZIMMERMANN NPS

  • DELTA T CONSTRUCTION CO INC

  • DGI-MENARD INC

  • DOBIE CONSTRUCTION INC

  • DOOR & HARDWARE INSTALL OF IN

  • DOVER & COMPANY

  • DWL TRADES LLC

  • DZ CONSTRUCTION CO

  • ELITE CONSTRUCTORS

  • ERICKSON & LINDSTROM CON

  • FA INDUSTRIAL SERVICES INC

  • FASTDECKS INC

  • FESSLER & BOWMAN

  • FISHER CONTRACTING CO

  • FOULKE CONSTRUCTION COMPANY

  • FURNITURE MANAGEMENT SERVICES

  • GAGNON INC

  • GEGARE TILE INC

  • GERACE CONSTRUCTION CO INC

  • GIBSON-LEWIS

  • GILMOUR CONSTRUCTION INC

  • GLENN'S TILE & CARPET

  • GODDEYNE CONSTRUCTION

  • GOEDECKE VERNON L COMPANY INC

  • GRAND RIVER CONSTRUCTION INC

  • GRANGER CONSTRUCTION CO

  • GRANITE-KRAEMER A JV

  • GUNDLACH CHAMPION INC

  • HACKETT CONSTRUCTION

  • HARDMAN CONSTRUCTION INC

  • HEBERT CONSTRUCTION COMPANY

  • HEINEMAN J R & SONS INC

  • HENDRICK RC AND SON INC

  • HENKELS & MCCOY INC

  • HULL C A

  • HUSSMANN SERVICES CORP

  • ICC COMMONWEALTH CORP

  • IDEAL CONTRACTING

  • IMMEL HOWARD INC

  • INDUSTRIAL MAINTENANCE SERVICE

  • INSTALLATION SPECIALISTS INC

  • INTEGRITY INTERIORS INC

  • INTERIOR INSTALLATION SERVICES

  • JOHNSON SERENUS CONSTRUCTION

  • KALAKAY CONSTRUCTION

  • KAYCEE CONST DBADSI ACOUSTICA

  • KIEWIT POWER CONSTRUCTORS

  • KLEIN CABINETS AND INTERIORS

  • KOKOSING ALBERICI LLC

  • KOKOSING ALBERICI TRAYLOR LLC

  • KOKOSING INDUSTRIAL INC

  • KRAUS-ANDERSON CONSTR CO

  • KRIEGHOFF LENAWEE COMPANY

  • L A CONSTRUCTION CORPORATION

  • LAKEHEAD CONSTRUCTORS

  • LARKIN ENTERPRISES INC

  • LEIMENSTOLL SERVICES

  • LINDBERG A & SONS

  • LUNDA CONSTRUCTION CO

  • MARSHALL WADE CONSTRUCTION

  • MCGUIRES PROFESSIONAL CONST

  • MCT SERVICES LLC

  • MEYER CR & SONS COMPANY

  • MICH CARPENTERS PENSION FUND

  • MICH STWD CARP & MW JATF

  • MICHELS CONSTRUCTION INC

  • MICHIGAN OVERHEAD DOOR

  • MICHIGAN REGIONAL CNCL CARPENT

  • MILBOCKER & SONS INC

  • MIRON CONSTRUCTION CO INC

  • M-K CONSTRUCTION CO INC

  • MONARCH WELDING & ENG INC

  • MOORE-TROSPER CONSTRUCTION CO

  • MUSKEGON QUALITY BUILDERS

  • N B PROCESSING INC

  • NASHVILLE CONSTRUCTION CO

  • NATIONAL WELDING CORPORATION

  • NESS ROY CONTRATING & SALES

  • NEXT 150 CONSTRUCTION LLC

  • NICHOLSON CONSTRUCTION CO

  • NIELSEN COMMERCIAL CONST CO

  • NORTHERN INDUSTRIAL CONST INC

  • OBOYLE AND COMPANY

  • O'HARROW CONSTRUCTION CO

  • PCI CONSTRUCTION SERVICES LLC

  • PCI ENERGY SERVICES LLC

  • PEARSON EQUIPMENT & SERVICE

  • PEREZ J CONSTRUCTION INC

  • PERFORMANCE CONTRACTING INC

  • PHILLIPS JP INC

  • PRESLEY PRECISION

  • PUSHMAN CONSTRUCTION SERVICES

  • R & S CEMENT INC

  • REICHENBACH CEILING &

  • RHOADS & JOHNSON LLC

  • RICHARD GROUP LLC

  • ST COTTER TURBINE SERVICES

  • SAMUELS GROUP THE

  • SCHWEITZER INC

  • SELF-PAYMENTS

  • SHOULDICE BROTHERS INC

  • SIEMENS GENERATION SVS CO

  • SITELINE INTERIOR CARPENTRY

  • SIWEK CONSTRUCTION COMPANY

  • SORENSEN GROSS

  • SOULE W & COMPANY

  • SPENCE BROTHERS

  • SSS INC DBA SONGER SERVICES

  • STRUT TECH SYSTEMS

  • SUNSTONE INDUST CONSTRUCTORS

  • TEACHOUT'S INDUSTRIAL

  • THOROSPECT SERVICES

  • TOEBE CONSTRUCTION LLC

  • TONN AND BLANK CONSTRUCTION

  • TOTAL FOUNDATIONS LLC

  • TRI-CITY ACOUSTICAL CO

  • TRI-K CONSTRUCTION

  • TURBINE PRO'S LLC

  • TURNER-BROOKS INC

  • UNITED LABOR SERVICES INC

  • VERTICAL ACCESS SOLUTIONS

  • VOITH HYDRO INC

  • W & G LLC

  • W & G2 LLC

  • WALBRIDGE EQUIPMENT INSTALLATI

  • WALKER COMMERCIAL INTERIORS

  • WALSH CONSTRUCTION CO II LLC

  • WALSH-OJIBWE DBA OJIBWE CONTRA

  • WEIGAND CONSTRUCTION CO INC

  • WENGER CORPORATION

  • WEST MICHIGAN EARTH MANAGEMENT

  • WHITMARSH BUILDERS

  • WOBIG CONSTRUCTION COMPANY

  • WOODS CONSTRUCTION INC

  • Z CONTRACTORS

  • ZENITH TECH INC

  • ZIOLKOWSKI CONSTRUCTION INC

  • ZUPIN INDUSTRIAL LLC

Provenance

Return type
form_990
Tax year
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202411949349300921

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