Skip to content
Nonprofiteer
← ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND

Form 990 for tax year 2023

Filed by ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TR FUND.

Totals

Total revenue
$944,695
Total expenses
$686,912
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$812,503
Investment income
$132,192
Other revenue
$0
Total assets, end of year
$4,947,353
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,947,353
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 $812,503 · related or exempt $812,503

  • 3 · Investment income

    total $60,407 · excluded $60,407

  • 7a · Gross sales of assets other than inventory

    securities $3,912,660

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

    securities $3,840,875

  • 7c · Gain or loss

    securities $71,785

  • 7d · Net gain or loss

    total $71,785 · related or exempt $71,785

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $622,618

  • 11b · Fees: legal

    total $5,930

  • 11c · Fees: accounting

    total $10,550

  • 11f · Fees: investment management

    total $10,085

  • 11g · Fees: other

    total $2,612

  • 13 · Office expenses

    total $3,948

  • 23 · Insurance

    total $10,324

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $20,697

  • 24b · Other expenses: TRUSTEE FEES

    total $148

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,802,383 · end of year $4,099,003

  • 11 · Investments: publicly traded securities

    beginning of year $718,804 · end of year $848,350

  • 31 · Retained earnings, endowment or other funds

    beginning of year $4,521,187 · end of year $4,947,353

Mission and programs · 2023

Mission

ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.

  • ASSIST UNION MEMBERS IN MAINTAINING MEDICAL & LIFE INSURANCE COVERAGE AFTER RETIREMENT.

As filed on the 2023 return.

Listed in Part VII

  • Brandon Howard

    ASSISTANT SE

    Total calculated
    $0
    Hours/week
    1

  • Tony Magna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joe McCoy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Peters

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • David Price

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carl Shultz

    SECRETARY

    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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BRANDSAFWAY INDUSTRIES

    CONTRACTOR

  • NELSON INSULATION COMPANY

    CONTRACTOR

  • GEYER FIRE PROTECTION LLC

    CONTRACTOR

  • PRIME INSULATION LLC

    CONTRACTOR

Related corporations and trusts

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

  • CARDINAL INDUSTRIAL INSULATION

    CONTRACTOR

  • CHAMPAIGN A & K INSULATION

    CONTRACTOR

  • DAVIS HOUK MECHANICAL INC

    CONTRACTOR

  • FARGO INSULATION CO

    CONTRACTOR

  • GRIBBINS INSULATION

    CONTRACTOR

  • HAMILTON INSULTATION INC

    CONRACTOR

  • I-STAR ENERGY SOLUTIONS

    CONTRACTOR

  • PERFORMANCE CONTRACT INC

    CONTRACTOR

  • TRIANGLE ENT INC

    CONTRACTOR

  • SPRINKMANN INSULATION INC

    CONTRACTOR

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202520449349302312

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.