Form 990 for tax year 2022

Filed by SHEET METAL 10 SAFE PLAN TR.

Totals

Total revenue: $2,818,668
Total expenses: $3,116,457
Contributions and grants received: $0
Grants paid: $0
Program service revenue: $2,385,626
Investment income: $433,042
Other revenue: $0
Total assets, end of year: $19,977,489
Total liabilities, end of year: $3,032
Net assets or fund balances, end of year: $19,974,457
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 $2,385,626 · related or exempt $2,385,626
3 · Investment income

total $565,711 · excluded $565,711
7a · Gross sales of assets other than inventory

securities $4,735,624
7b · Less cost or other basis and sales expenses

securities $4,868,293
7c · Gain or loss

securities -$132,669
7d · Net gain or loss

total -$132,669 · related or exempt -$132,669

Functional expenses

Part IX, the statement of functional expenses.

4 · Benefits paid to or for members

total $2,904,075
11a · Fees: management

total $146,208
11b · Fees: legal

total $1,251
11c · Fees: accounting

total $13,000
11f · Fees: investment management

total $24,801
11g · Fees: other

total $15,000
13 · Office expenses

total $873
23 · Insurance

total $11,249

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $42,813 · end of year $384,367
2 · Savings and temporary cash investments

beginning of year $476,981 · end of year $185,709
4 · Accounts receivable

beginning of year $237,580 · end of year $280,917
9 · Prepaid expenses and deferred charges

beginning of year $2,751 · end of year $2,751
11 · Investments: publicly traded securities

beginning of year $18,712,989 · end of year $19,123,745
17 · Accounts payable and accrued expenses

beginning of year $3,666 · end of year $3,032
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 $19,469,448 · end of year $19,974,457

Mission and programs · 2022

Mission

TO PROVIDE ELIGIBLE PARTICIPANTS WITH BENEFITS AS DESCRIBED IN THE PLAN'S DOCUMENT OF PLAN BENEFITS.

Activities or mission (Part I)

TO PROVIDE BENEFITS DURING FINANCIAL EMERGENCIES.

TO PROVIDE ELIGIBLE PARTICIPANTS WITH UNEMPLOYMENT, DISABILITY, SEVERANCE, BENEFICIARY AND SELF-PAY HEALTH BENEFITS AS DESCRIBED IN THE PLAN OF BENEFITS.

As filed on the 2022 return.

Listed in Part VII

Matt FairbanksMATT FAIRBANKS

TRUSTEE- CHAIRMAN

Total calculated

$265,765

From this org

$0

From related orgs

$151,289

Other

$114,476

Hours/week

1 + 52 related

Schedule J breakdown matched by us

Base

$0 + $151,289 related

Bonus

$0

Other

$0

Deferred

$0 + $80,283 related

Nontaxable benefits

$0 + $34,193 related

Filer's total

$0 + $265,765 related
Jason DammanJASON DAMMAN

TRUSTEE

Total calculated

$224,694

From this org

$0

From related orgs

$128,491

Other

$96,203

Hours/week

1 + 44 related

Schedule J breakdown matched by us

Base

$0 + $128,491 related

Bonus

$0

Other

$0

Deferred

$0 + $68,013 related

Nontaxable benefits

$0 + $28,190 related

Filer's total

$0 + $224,694 related
Dave HolzerDAVE HOLZER

TRUSTEE

Total calculated

$205,081

From this org

$0

From related orgs

$116,734

Other

$88,347

Hours/week

0 + 40 related

Schedule J breakdown matched by us

Base

$0 + $116,734 related

Bonus

$0

Other

$0

Deferred

$0 + $61,817 related

Nontaxable benefits

$0 + $26,530 related

Filer's total

$0 + $205,081 related
Isaac LaudenbachISAAC LAUDENBACH

TRUSTEE

Total calculated

$207,830

From this org

$0

From related orgs

$115,789

Other

$92,041

Hours/week

0.5 + 40 related

Schedule J breakdown matched by us

Base

$0 + $115,789 related

Bonus

$0

Other

$0

Deferred

$0 + $66,117 related

Nontaxable benefits

$0 + $25,924 related

Filer's total

$0 + $207,830 related
Robert VranicarROBERT VRANICAR

TRUSTEE- PAST

Total calculated

$0

Hours/week

0.5 + 1.5 related
John QuarnstromJOHN QUARNSTROM

TRUSTEE- SECRETARY

Total calculated

$293,816

From this org

$0

From related orgs

$256,795

Other

$37,021

Hours/week

1 + 39 related

Schedule J breakdown matched by us

Base

$0 + $244,167 related

Bonus

$0 + $1,070 related

Other

$0 + $11,558 related

Deferred

$0 + $19,636 related

Nontaxable benefits

$0 + $17,385 related

Filer's total

$0 + $293,816 related
Patrick WeltyPATRICK WELTY

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 1 related
Mike MitchellMIKE MITCHELL

TRUSTEE- PAST

Total calculated

$0

Hours/week

0.5 + 1 related
Brian GiesekeBRIAN GIESEKE

TRUSTEE

Total calculated

$0

Hours/week

0.5 + 1.5 related
Blake ParsonsBLAKE PARSONS

TRUSTEE

Total calculated

$188,553

From this org

$0

From related orgs

$159,235

Other

$29,318

Hours/week

1 + 39 related

Schedule J breakdown matched by us

Base

$0 + $149,167 related

Bonus

$0 + $1,382 related

Other

$0 + $8,686 related

Deferred

$0 + $11,933 related

Nontaxable benefits

$0 + $17,385 related

Filer's total

$0 + $188,553 related
Josh SteinmetzJOSH STEINMETZ

TRUSTEE- ALTERNATE

Total calculated

$0

Hours/week

0.5 + 1 related
Jim BighamJIM BIGHAM

TRUSTEE- PAST

Total calculated

$0

Hours/week

0.5 + 1 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.

SHEET METAL 10 CONTROL BOARD

501(C)(5) · CONTR EMPLYR & PROVIDE ADMINISTRATIVE SERVICES FOR AFFILIATED BENEFIT PLANS · MN
SHEET METAL 10 PENSION FUND

401(A) · TO PROVIDE PENSION BENEFITS
SHEET METAL 10 SUPPLEMENTAL RETIREMENT FUND

401(A) · TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS · MN
SMARCA INC
METRO AREA SHEET METAL JATC ( METROPOLITAN SHEET METAL JOURNEYMAN AND APPRE
SHEET METAL WORKERS L-10 M-BA
ST PAUL PUBLIC SCHOOLS
UNIVERSITY OF MINNESOTA

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.

ADMIRAL RADON & MECHANICAL SERVICES LLC
PREVENTIVE MECHANICAL SERVICES LLC
NORTHERN COMMERCIAL SERVICES LLC
MODERN HEATING & AIR CONDITIONING LLC
KRAFT CONTRACTING LLC DBA KRAFT MECHANICAL LLC
KARPE MECHANICAL LLC
HYBRID MECHANICAL LLC
GO FETSCH MECHANICAL LLC
GILBERT MECHANICAL CONTRACTORS LLC
GENERAL SHEET METAL COMPANY LLC
FLOW DYNAMIC BALANCING LLC
ERECTOR METALS LLC
DOWNTOWN MECHANICAL LLC
DNS PLUMBING & HEATING LLC
DIVERSE CONSTRUCTION SERVICES LLC
ADVANCED DESIGN CONTRACTING LLC
TWISTED MECHANICAL LLC
YALE MECHANICAL LLC
AIRCORPS LLC
AIRTECH THERMEX LLC
MUZA SHEET METAL COMPANY LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

API INC
AER INC
AIR CONDITIONING ASSOCIATES
ALBERS MECHANICAL CONTRACTORS INC
ALDO INC
ALLAN MECHANICAL INC
APPLE GENERAL CONTRACTOR DBA APPLE EXTERIORS
ARCHITECT MECHANICAL INC
ASSOCIATED MECHANICAL CONTRACTORS INC
ATOMIC ARCHITECTURAL SHEET METAL INC
B&B SHEET METAL & ROOFING INC
BL DALSIN ROOFING
BAL-TECH INC
BASSETT INC
BERWALD ROOFING COMPANY INC
BINDER HEATING & AIR CONDITIONING INC
BROGAN HEATING & AIR CONDITIONING INC
CENTRAIRE HEATING & AIR CONDITIONING
CENTRAL ROOFING COMPANY
CHAPPELL CENTRAL INC
CITIES 1 PLUMBING & HEATING
CITY OF ST PAUL OFFICE OF FINANCIAL SERVICES
CLIMATE MAKERS INC
COMET HEATING & AIR INC
COMMERCIAL KITCHEN SERVICES CORP
COMMERCIAL PLUMBING & HEATING
COMMERCIAL ROOFING AND SHEET METAL INC
COOL AIR MECHANICAL INC
CORPORATE MECHANICAL INC
CORVAL CONSTRUCTORS INC
CROWN CORR INC
CUSTOM STAINLESS STEEL INC
DAIKIN APPLIED AMERICAS INC DBA DAIKIN APPLIED
DIVISION V SHEET METAL INC
DMC PLUMBING & HEATING INC
DP FABRICATION
EGAN COMPANIES INC DBA EGAN COMPANY
ELANDER MECHANICAL INC
ERICKSON PLUMBING HEATING COOLING INC
FAIRCON SERVICE COMPANY
FLYNN MIDWEST LP
GALAXY MECHANICAL INC
GREENMAN HEATING & RFG INC
GTS HVAC INC
HARRIS ROCHESTER INC
HARRIS ST PAUL INC
HARTY MECHANICAL INC
HORWITZ INC DBA (HORWITZ NSI)
JOHN A DALSIN & SON INC
KB SERVICE COMPANY
L & L SHEET METAL
LSV METALS INC
LAKE AREA ROOFING & CONSTRUCTION INC
LEGACY COMPANIES INC
LEGEND MECHANICAL
MG MCGRATH INC
MAD MECHANICAL INC
MAJOR MECHANICAL LLC
MASTER MECHANICAL INC
MCDOWALL COMPANY
METROPOLITAN MECHANICAL CONTRACTORS INC (MMC)
MIDWEST KITCHEN SERVICE INC
MINT ROOFING INC
MJ O'CONNOR INC
MODERN SHEET METAL INC
NASSEFF MECHANICAL CONTRACTORS INC (NASSEFF PLUMBING & HEATING INC)
NELSON MECHANICAL INC
NORDIC SERVICES INC
NORTH COUNTRY INSTALLATION INC
NORTHERN AIR CORPORATION (DBA NAC MECHANICAL & ELECTRICAL)
NORTHLAND MECHANICAL CONTRACTORS INC
PALMER WEST CONSTRUCTION COMPANY INC
PETERSON SHEET METAL
PIONEER POWER INC
PREMIER TEST & BALANCE INC
QUALITY SHEET METAL FABRICATORS INC
RAINVILLE-CARLSON INC
ROOF TECH INC
S & J MECHANICAL DBA FEDER MECHANICAL
S R MECHANICAL INC
SAYLER HEATING AND AIR CONDITIONING INC
SCHADEGG MECHANICAL INC
SEASONAL CONTROL MECH DIV INC
SENTRA-SOTA SHEET METAL INC
SHEET METAL CONNECTORS INC
SHERIDAN SHEET METAL COMPANY
SKOGEN MECHANICAL
ST CLOUD REFRIGERATION INC
SYSTEMS MANAGEMENT & BALANCING OF MINNESOTA (MARCUS GLOBAL INC)
TEST & BALANCE ASSOCIATES INC
TEST & BALANCE SOLUTIONS INC
THELEN HEATING & ROOFING INC
TOTAL AIR INC
TRIMARK MARLINN LLC DBA TRIMARK MINNESOTA
TWEET-GAROT MECHANICAL INC
US MECHANICAL INC
VENT FAB INC
WEIDNER'S PLUMBING & HEATING
WENZEL HEATING & AIR CONDITIONING (FORCED AIR INC)
WINONA HEATING & VENTILATION COMPANY INC
BAKER MECHANICAL INC DBA BAKER GROUP
SPRIGGS MECHANICAL INC

Provenance

Return type: form_990
Tax year: 2022
Filed: 21 March 2024
IRS schema version: 2022v5.0
Source object: 202400859349301685

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