Skip to content
Nonprofiteer
← HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL 25 WELFARE FUND

Form 990 for tax year 2024

Filed by HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL 25 WELFARE FUND.

Totals

Total revenue
$5,961,893
Total expenses
$4,696,966
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,223,403
Investment income
$315,050
Other revenue
$423,440
Total assets, end of year
$13,264,544
Total liabilities, end of year
$539,261
Net assets or fund balances, end of year
$12,725,283
Program services expenses (Part IX)
$4,696,966
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,696,966

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 $4,617,040 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Participant contributions

    total $606,363 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $315,050 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Unrealized appreciation investments

    total $423,440 · related or exempt $423,440 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $423,440

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,464,534 · program services $4,464,534

  • 11b · Fees: legal

    total $75,674 · program services $75,674 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $12,427 · program services $12,427 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $17,029 · program services $17,029 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $14,648 · program services $14,648 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $21,545 · program services $21,545 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $7,276 · program services $7,276 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $3,353 · program services $3,353 · management and general $0 · fundraising $0

  • 24a · Other expenses: Collection fees

    total $4,879 · program services $4,879 · management and general $0 · fundraising $0

  • 24b · Other expenses: TPA admin fee

    total $75,601 · program services $75,601 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,607,146 · end of year $2,093,181

  • 4 · Accounts receivable

    beginning of year $519,168 · end of year $380,354

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,873 · end of year $2,111

  • 11 · Investments: publicly traded securities

    beginning of year $8,969,217 · end of year $9,931,733

  • 12 · Investments: other securities

    beginning of year $625,753 · end of year $857,165

  • 17 · Accounts payable and accrued expenses

    beginning of year $262,801 · end of year $539,261

  • 31 · Retained earnings, endowment or other funds

    beginning of year $11,460,356 · end of year $12,725,283

Mission and programs · 2024

Mission

Provision of medical benefits

  • To provide medical, dental, disability, and prescription drug benefits to approximately 350 eligible participants.

    Expenses $4,696,966 · Revenue $5,961,893

As filed on the 2024 return.

Listed in Part VII

  • Justin Pethke

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Curt McGlone

    Trustee

    Total calculated
    $93,002
    From this org
    $0
    From related orgs
    $93,002
    Other
    $0
    Hours/week
    1

  • Michael O'Connell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Paul McEachren

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas O'Connell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Randy Rowell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Wright

    Trustee

    Total calculated
    $3,738
    From this org
    $0
    From related orgs
    $3,738
    Other
    $0
    Hours/week
    1

  • Micah Vincent

    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 partnerships

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

  • Rand Environmental Services

    Heat & Frost Contractor · MI · 0% owned

  • RLBondy Insulation LLC

    Heat & Frost Contractor · MI · 0% owned

  • Rival Insulation LLC

    Heat & Frost Contractor · MI · 0% owned

  • Resource Mechanical Insulation

    Heat & Frost Contractor · MI · 0% owned

  • Brand Energy Services LLC

    Heat & Frost Contractor · 0% owned

Related corporations and trusts

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

  • API Inc

    Heat & Frost Contractor · MN · 0% owned

  • Advanced Industrial Services

    Heat & Frost Contractor · PA · 0% owned

  • Master Mechanical Insulation

    Heat & Frost Contractor · MI · 0% owned

  • Michigan Mechanical Insulation

    Heat & Frost Contractor · MI · 0% owned

  • Depcon Inc

    FHeat & Frost Contractor · MI · 0% owned

  • Mechanincal Heat & Frost

    Heat & Frost Contractor · MI · 0% owned

  • Brandsafway

    Heat & Frost Contractor · CA · 0% owned

  • Day and Zimmermann NPS

    Heat & Frost Contractor · PA · 0% owned

  • JT Thorpe

    Heat & Frost Contractor · CA · 0% owned

  • Oakland Plumbing

    Heat & Frost Contractor · 0% owned

Provenance

Return type
form_990
Tax year
2024
Filed
29 September 2025
IRS schema version
2024v5.2
Source object
202542889349301729

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.