Form 990 for tax year 2023
Filed by COLORADO SHEET METAL WORKERS LOCAL 9 FAMILY HEALTH PLAN.
Totals
- Total revenue
- $19,656,002
- Total expenses
- $18,641,696
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $19,345,160
- Investment income
- $286,023
- Other revenue
- $24,819
- Total assets, end of year
- $13,203,924
- Total liabilities, end of year
- $224,879
- Net assets or fund balances, end of year
- $12,979,045
- 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: CONTRACTOR CONTRIB.
total $17,792,814 · related or exempt $17,792,814
-
2b · Program service revenue: STOP-LOSS REIMBURSEMENT
total $592,626 · related or exempt $592,626
-
2c · Program service revenue: PARTICIPANT & RETIREE CONTRIBUTIO
total $493,093 · related or exempt $493,093
-
2d · Program service revenue: REBATE INCOME
total $447,824 · related or exempt $447,824
-
2e · Program service revenue: SASMI CONTRIBUTIONS
total $12,494 · related or exempt $12,494
-
2f · All other program service revenue
total $6,309 · related or exempt $6,309
-
3 · Investment income
total $256,246 · excluded $256,246
-
7a · Gross sales of assets other than inventory
securities $2,905,704
-
7b · Less cost or other basis and sales expenses
securities $2,875,927
-
7c · Gain or loss
securities $29,777
-
7d · Net gain or loss
total $29,777 · excluded $29,777
-
11a · Other revenue: MISCELLANEOUS INCOME
total $24,819 · excluded $24,819
-
11e · Other revenue, total
$24,819
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $17,981,083
-
11a · Fees: management
total $77,254
-
11b · Fees: legal
total $188,443
-
11c · Fees: accounting
total $44,468
-
11f · Fees: investment management
total $10,611
-
11g · Fees: other
total $276,131
-
13 · Office expenses
total $24,071
-
14 · Information technology
total $5,487
-
16 · Occupancy
total $2,100
-
19 · Conferences, conventions and meetings
total $5,479
-
22 · Depreciation, depletion and amortization
total $617
-
23 · Insurance
total $18,414
-
24a · Other expenses: FEES MANDATED BY ACA
total $5,436
-
24b · Other expenses: MISCELLANEOUS
total $2,102
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $61,851 · end of year $1,919,920
-
2 · Savings and temporary cash investments
beginning of year $2,450 · end of year $2,704
-
4 · Accounts receivable
beginning of year $3,145,341 · end of year $1,841,504
-
9 · Prepaid expenses and deferred charges
beginning of year $15,338 · end of year $12,829
-
10a · Land, buildings and equipment: cost or other basis
$6,328
-
10b · Land, buildings and equipment: accumulated depreciation
$4,176
-
10c · Land, buildings and equipment, net
beginning of year $2,769 · end of year $2,152
-
11 · Investments: publicly traded securities
beginning of year $7,402,793 · end of year $7,983,756
-
12 · Investments: other securities
beginning of year $1,062,345 · end of year $1,441,059
-
17 · Accounts payable and accrued expenses
beginning of year $63,293 · end of year $88,079
-
19 · Deferred revenue
beginning of year $14,000 · end of year $11,800
-
25 · Other liabilities
beginning of year $144,550 · end of year $125,000
-
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 $11,471,044 · end of year $12,979,045
Mission and programs · 2023
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
Activities or mission (Part I)
HEALTH AND WELFARE FUND
-
TO PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO THE ELIGIBLE DEPENDENTS, BENEFICIARIES AND PARTICIPANTS OF THE FUND.
As filed on the 2023 return.
Listed in Part VII
-
Dwayne StephensDWAYNE STEPHENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Thomas P KeatingTHOMAS P KEATING
SECRETARY - PAST
- Total calculated
- $10,000
- From this org
- $0
- From related orgs
- $10,000
- Other
- $0
- Hours/week
- 4 + 5 related
-
Randy MitchellRANDY MITCHELL
TRUSTEE
- Total calculated
- $161,783
- From this org
- $0
- From related orgs
- $105,344
- Other
- $56,439
- Hours/week
- 5 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $105,344 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $33,828 related
- Nontaxable benefits
- $0 + $22,611 related
- Filer's total
- $0 + $161,783 related
-
Nathan CooperNATHAN COOPER
SECRETARY
- Total calculated
- $217,793
- From this org
- $0
- From related orgs
- $179,283
- Other
- $38,510
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $179,283 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,188 related
- Nontaxable benefits
- $0 + $1,322 related
- Filer's total
- $0 + $217,793 related
-
Jon AlvinoJON ALVINO
CHAIRMAN
- Total calculated
- $173,655
- From this org
- $0
- From related orgs
- $115,157
- Other
- $58,498
- Hours/week
- 5 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $115,157 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $35,657 related
- Nontaxable benefits
- $0 + $22,841 related
- Filer's total
- $0 + $173,655 related
-
Mike PaulusMIKE PAULUS
TRUSTEE - NEW
- Total calculated
- $0
- Hours/week
- 4
-
Lorey ChittumLOREY CHITTUM
ADMINISTRATOR
- Total calculated
- $161,716
- From this org
- $0
- From related orgs
- $115,591
- Other
- $46,125
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $115,591 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $21,328 related
- Nontaxable benefits
- $0 + $24,797 related
- Filer's total
- $0 + $161,716 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.
-
COLORADO SHEET METAL WORKERS LOCAL 9 PENSION FUND
401(A) · TO PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS · CO
-
SHEET METAL WORKERS LOCAL 9 JATC
CONTRIBUTING EMPLOYER
-
SHEET METAL WORKERS INTERNATIONAL LOCAL 9
501(C)(5) · LABOR UNION / SPONSORING ORGANIZATION · CO
-
SHEET METAL & AIR CONDITIONING CONTRACTORS COLORADO CHAPTER
501(C)(6) · EMPLOYER ASSOCIATION / SPONSORING ORGANIZATION · CO
-
COLORADO BUILDING & CONSTRUCTION TRADES COUNCIL
CONTRIBUTING EMPLOYER
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.
-
2H MECHANICAL LLC
CONTRIBUTING EMPLOYER
-
A P I INC
CONTRIBUTING EMPLOYER
-
A ZAHNER CO
CONTRIBUTING EMPLOYER
-
AIR RIGHT INC
CONTRIBUTING EMPLOYER
-
AIR SYSTEMS INC NB
CONTRIBUTING EMPLOYER
-
AMERICAN STAINLESS STEEL
CONTRIBUTING EMPLOYER
-
AMERICAN VETERAN HEATING & AIR
CONTRIBUTING EMPLOYER
-
AMERICAN VETERAN MECHANICAL
CONTRIBUTING EMPLOYER
-
ANCHORED KITCHEN EQUIPMENT
CONTRIBUTING EMPLOYER
-
ANYTHING HVAC COMMERCIAL SERVICES
CONTRIBUTING EMPLOYER
-
APOLLO SHEET METAL INC
CONTRIBUTING EMPLOYER
-
BALANCE TECHNOLOGIES
CONTRIBUTING EMPLOYER
-
BELL PLUMBING & HEATING
CONTRIBUTING EMPLOYER
-
BIM DESIGNS INCORPORATED
CONTRIBUTING EMPLOYER
-
BLUE PHOENIX MECHANICAL
CONTRIBUTING EMPLOYER
-
BRYMAX CONSTRUCTION SERVICE INC
CONTRIBUTING EMPLOYER
-
C LOS INDUSTRIES D2 LLC
CONTRIBUTING EMPLOYER
-
CERTIFIED BALANCING & COMMISS
CONTRIBUTING EMPLOYER
-
CHINOOK TEST & BALANCE
CONTRIBUTING EMPLOYER
-
COLORADO SHEET METAL
CONTRIBUTING EMPLOYER
-
COMPLETE MECHANICAL BALANCING
CONTRIBUTING EMPLOYER
-
DUNRIGHT BALANCING
CONTRIBUTING EMPLOYER
-
E-BALANCE LLC
CONTRIBUTING EMPLOYER
-
FATHER AND SONS HEATING AND COOLING
CONTRIBUTING EMPLOYER
-
GRAND MESA MECHANICAL INC
CONTRIBUTING EMPLOYER
-
GRIFFITH ENGINEERING SERVICE
CONTRIBUTING EMPLOYER
-
HARRIS MOUNTAIN WEST LLCSUPERIOR AIR HANDLING
CONTRIBUTING EMPLOYER
-
HEATING & PLUMBING ENGR
CONTRIBUTING EMPLOYER
-
HERCULES INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
ICON MECHANICAL
CONTRIBUTING EMPLOYER
-
JEDI BALANCING INC
CONTRIBUTING EMPLOYER
-
LEGACY MECHANICAL INC
CONTRIBUTING EMPLOYER
-
LILJA CORPORATION
CONTRIBUTING EMPLOYER
-
MARIA CUSTOM SHEET METAL
CONTRIBUTING EMPLOYER
-
MECH ONE
CONTRIBUTING EMPLOYER
-
MIDWESTCOLO SPRINGS INC
CONTRIBUTING EMPLOYER
-
MOOSH INC
CONTRIBUTING EMPLOYER
-
MURPHY COMPANY
CONTRIBUTING EMPLOYER
-
NOSTALGIC METALS
CONTRIBUTING EMPLOYER
-
OMNI ELITE SHEET METAL
CONTRIBUTING EMPLOYER
-
ONE TON SHEET METAL
CONTRIBUTING EMPLOYER
-
PARKER SHEET METAL INC
CONTRIBUTING EMPLOYER
-
PIPE LINE SPECIALTIES INC
CONTRIBUTING EMPLOYER
-
PLAINS 2 PEAKS HVAC
CONTRIBUTING EMPLOYER
-
PRECISION TEST & BALANCE INC
CONTRIBUTING EMPLOYER
-
RELIANT MECH SERVICES
CONTRIBUTING EMPLOYER
-
ROCKY MECHANICAL LLC
CONTRIBUTING EMPLOYER
-
SCHERER METALS INC
CONTRIBUTING EMPLOYER
-
SINGLETON SHEET METAL WORKS
CONTRIBUTING EMPLOYER
-
SKYLINE HTG & AC
CONTRIBUTING EMPLOYER
-
SOLUTIONS MECHANICAL LLC
CONTRIBUTING EMPLOYER
-
STANDARD MECHANICALINC
CONTRIBUTING EMPLOYER
-
TAB SERVICES INC
CONTRIBUTING EMPLOYER
-
THE JAMAR COMPANY
CONTRIBUTING EMPLOYER
-
TOLIN MECHANICAL SYSTEMS
CONTRIBUTING EMPLOYER
-
TRAUTMAN & SHREVE INC
CONTRIBUTING EMPLOYER
-
U S ENGINEERING CO
CONTRIBUTING EMPLOYER
-
U S ENGINEERING SERVICE LLC
CONTRIBUTING EMPLOYER
-
UNITED TEST AND BALANCE LLC
CONTRIBUTING EMPLOYER
-
UPM MECHANICAL
CONTRIBUTING EMPLOYER
-
US ENGINEERING METAL WORKS
CONTRIBUTING EMPLOYER
-
VISION AIR INC
CONTRIBUTING EMPLOYER
-
WESTWIND MECHANICAL INC
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349303930
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