Form 990 for tax year 2022
Filed by LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $9,442,376
- Total expenses
- $8,674,503
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,396,502
- Investment income
- $45,874
- Other revenue
- $0
- Total assets, end of year
- $5,909,731
- Total liabilities, end of year
- $4,805,074
- Net assets or fund balances, end of year
- $1,104,657
- 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-NET
total $8,517,995 · related or exempt $8,517,995
-
2b · Program service revenue: SELF-PAYMENT CONTRIBUTIONS-NET
total $878,507 · related or exempt $878,507
-
3 · Investment income
total $62,496 · excluded $62,496
-
7a · Gross sales of assets other than inventory
securities $1,551,083
-
7b · Less cost or other basis and sales expenses
securities $1,567,705
-
7c · Gain or loss
securities -$16,622
-
7d · Net gain or loss
total -$16,622 · excluded -$16,622
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $8,320,961
-
11a · Fees: management
total $205,052
-
11b · Fees: legal
total $43,248
-
11f · Fees: investment management
total $7,686
-
11g · Fees: other
total $55,685
-
13 · Office expenses
total $8,190
-
14 · Information technology
total $14,750
-
23 · Insurance
total $5,055
-
24a · Other expenses: TRUSTEE CONFERENCE & ME
total $3,821
-
24b · Other expenses: CLEARINGHOUSE FEES
total $3,300
-
24c · Other expenses: GOVERNMENTAL FEES AND A
total $2,945
-
24d · Other expenses: BANK SERVICE FEES
total $1,719
-
24e · All other expenses
total $2,091
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,226,729 · end of year $2,250,298
-
2 · Savings and temporary cash investments
beginning of year $282,484 · end of year $6,793
-
4 · Accounts receivable
beginning of year $912,236 · end of year $977,024
-
9 · Prepaid expenses and deferred charges
beginning of year $95,194 · end of year $88,296
-
11 · Investments: publicly traded securities
beginning of year $2,604,308 · end of year $2,587,320
-
17 · Accounts payable and accrued expenses
beginning of year $24,955 · end of year $118,216
-
25 · Other liabilities
beginning of year $4,665,059 · end of year $4,686,858
-
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 $430,937 · end of year $1,104,657
Mission and programs · 2022
Mission
TO PROVIDE ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES.
Activities or mission (Part I)
TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES.
-
PROVIDED ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO APPROXIMATELY 531 MEMBERS.
As filed on the 2022 return.
Listed in Part VII
-
Frank Rodriguez Thru 0822FRANK RODRIGUEZ THRU 0822
TRUSTEE
- Total calculated
- $176,655
- From this org
- $0
- From related orgs
- $81,636
- Other
- $95,019
- Hours/week
- 0.1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $81,636 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $67,807 related
- Nontaxable benefits
- $0 + $27,212 related
- Filer's total
- $0 + $176,655 related
-
Brett LargeBRETT LARGE
SECRETARY/TREASURER
- Total calculated
- $193,108
- From this org
- $0
- From related orgs
- $99,011
- Other
- $94,097
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $99,011 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $67,993 related
- Nontaxable benefits
- $0 + $26,104 related
- Filer's total
- $0 + $193,108 related
-
William NarettaWILLIAM NARETTA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.1
-
Jim BarteltJIM BARTELT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark Borchardt Thru 1222MARK BORCHARDT THRU 1222
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Jeremy WickeJEREMY WICKE
TRUSTEE
- Total calculated
- $104,624
- From this org
- $0
- From related orgs
- $104,624
- Other
- $0
- Hours/week
- 0.1
-
Jason Parnau Start 822JASON PARNAU START 822
TRUSTEE
- Total calculated
- $6,772
- From this org
- $0
- From related orgs
- $4,881
- Other
- $1,891
- Hours/week
- 0.1 + 45 related
-
Scott Parnau Start 0123SCOTT PARNAU START 0123
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
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. 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
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART 1 LINE 3
- THE RELATED ORGANIZATION, INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 19, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.
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.
-
INT'L ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 19
501(C)(5) · A LABOR UNION TO ORGANIZE THE EMPLOYEES IN THE PIPE INSULATING TRADE · WI
-
BOARD OF TRUSTEES OF THE LOCAL UNIONS NO 19 AND 127 HEALTH & WELFARE FUND
501(C)(9) · SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) · WI
-
INT'L ASSOC OF HEAT & FROST INSULATORS LOCAL 17 PENSION FUND
-
HEAT AND FROST LOCAL 81
-
HEAT & FROST LOCAL 2
-
HEAT & FROST LOCAL 34
-
HEAT & FROST LOCAL 127
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.
-
ALEXANDER INSULATION INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ALL SYSTEMS INSULATION INC
-
API INC
-
BARTELT INSULATION SUPPLY INC
-
CENTRAL STATE MECHANICAL INSULATION LLC
-
D & G INSULATION INC
-
DAY & ZIMMERMANN NPS INC
-
ENVIRONMENTAL PLAN SERVICES INC
-
EXPRESS INSULATION INC
-
FIBRE FAB OF LA CROSSE INC
-
FIRESTOP PLUS LLC
-
GAGNON INC
-
HOLIAN INSULATION CO INC
-
INSULATION INDUSTRIES INC
-
L & S INSULATION CO INC
-
MAVO SYSTEMS INC
-
MCDERMAID ROOFING & INSULATING CO
-
MIDWEST THERMAL SERVICES INC
-
SPRINKMANN SONS CORPORATION
-
TAYLOR INSULATION CO INC
-
TEBS INSULATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400399349301735
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.