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← ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND

Form 990 for tax year 2024

Filed by ROOFERS LOCAL 149 SECURITY BENEFIT TRUST FUND.

Totals

Total revenue
$15,539,977
Total expenses
$14,374,024
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,471,328
Investment income
$823,748
Other revenue
$244,901
Total assets, end of year
$19,637,268
Total liabilities, end of year
$2,482,481
Net assets or fund balances, end of year
$17,154,787
Program services expenses (Part IX)
$14,374,024
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$14,374,024

Program services were 100.0% 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 $13,074,164 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Employeee contributions

    total $1,366,322 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Cost of collection

    total $30,842 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $749,158 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $3,244,149

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

    securities $3,169,559

  • 7c · Gain or loss

    securities $74,590

  • 7d · Net gain or loss

    total $74,590 · related or exempt $74,590 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Unrealized appreciation -investments

    total $241,860 · related or exempt $241,860 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Securities litigation

    total $3,041 · related or exempt $3,041 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $244,901

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $13,270,739 · program services $13,270,739

  • 11b · Fees: legal

    total $84,635 · program services $84,635 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $28,235 · program services $28,235 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $79,666 · program services $79,666 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $246,479 · program services $246,479 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $105,574 · program services $105,574 · management and general $0 · fundraising $0

  • 20 · Interest

    total $2,000 · program services $2,000 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $5,307 · program services $5,307 · management and general $0 · fundraising $0

  • 24a · Other expenses: Utilization and case management review

    total $551,389 · program services $551,389 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,285,211 · end of year $1,953,431

  • 4 · Accounts receivable

    beginning of year $1,982,560 · end of year $1,713,976

  • 9 · Prepaid expenses and deferred charges

    beginning of year $178,094 · end of year $200,160

  • 11 · Investments: publicly traded securities

    beginning of year $14,718,524 · end of year $15,769,701

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,957,429 · end of year $2,263,732

  • 25 · Other liabilities

    beginning of year $218,126 · end of year $218,749

  • 31 · Retained earnings, endowment or other funds

    beginning of year $15,988,834 · end of year $17,154,787

Mission and programs · 2024

Mission

To provide health benefits

  • To provide health, life, dental, vision, & weekly disability benefits to approximately 850 participants.

    Expenses $14,374,024 · Revenue $15,539,977

As filed on the 2024 return.

Listed in Part VII

  • Brian Moore

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brian Gregg

    Trustee

    Total calculated
    $136,711
    From this org
    $0
    From related orgs
    $136,711
    Other
    $0
    Hours/week
    1

  • Gary Johnson

    Trustee

    Total calculated
    $123,216
    From this org
    $0
    From related orgs
    $123,216
    Other
    $0
    Hours/week
    1

  • Rick Baird

    Trustee

    Total calculated
    $99,330
    From this org
    $0
    From related orgs
    $99,330
    Other
    $0
    Hours/week
    1

  • Joseph Gilliam

    Trustee

    Total calculated
    $123,206
    From this org
    $0
    From related orgs
    $123,206
    Other
    $0
    Hours/week
    1

  • Paul Shick

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gary Sova

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Edward Longville

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas Jaranowski

    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.

  • Christen Detroit

    Roofing Contractor · OH · 0% owned

  • Crane Roofing

    Roofing Contractor · MI · 0% owned

  • Custom Architectural

    Roofing Contractor · MI · 0% owned

  • DCByers

    Roofing Contractor · MI · 0% owned

  • Dave Pomaville

    Roofing Contractor · MI · 0% owned

  • Detroit Cornice & Slate

    Roofing Contractor · MI · 0% owned

  • Gordon North Roofing Co

    Roofing Contractor · MI · 0% owned

  • JD Candler Roofing

    Roofing Contractor · MI · 0% owned

  • LaDuke Roofing & Sheet Metal

    Roofing Contractor · MI · 0% owned

  • Lutz Roofing Co

    Roofing Contractor · MI · 0% owned

  • MW Morss Roofing

    Roofing Contractor · MI · 0% owned

  • Newton Crane Roofing

    Roofing Contractor · MI · 0% owned

  • Ram Construction Services

    Roofing Contractor · MI · 0% owned

  • Royal Roofing

    Roofing Contractor · MI · 0% owned

  • Royal West Roofing

    Roofing Contractor · MI · 0% owned

  • SR & SM Company

    Roofing Contractor · MI · 0% owned

  • Schreiber Corporation

    Roofing Contractor · MI · 0% owned

  • Summit Roofing

    Roofing Contractor · MI · 0% owned

  • TF Beck

    Roofing Contractor · MI · 0% owned

  • Ann Arbor Roofing

    Roofing Contractor · MI · 0% owned

  • CEI Michigan

    Roofing Contractor · MI · 0% owned

  • Corporate Roofing

    Roofing Contractor · MI · 0% owned

  • Quality Roofing

    Roofing Contractor · MI · 0% owned

  • National Roofing & Sheet Metal

    Roofing Contractor · MI · 0% owned

  • Bloom Roofing Systems

    Roofing Contractor · MI · 0% owned

  • Thomas Brown & Son Roofing

    Roofing Contractor · MI · 0% owned

  • Mid Michigan Roofing

    Roofing Contractor · MI · 0% owned

  • Roth Brothers Inc

    Roofing Contractor · MI · 0% owned

  • Traverse Bay Roofing

    Roofing Contractor · MI · 0% owned

Provenance

Return type
form_990
Tax year
2024
Filed
2 March 2026
IRS schema version
2024v5.2
Source object
202620689349301317

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