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← SHEET METAL WORKERS 100 WELFARE FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS 100 WELFARE FUND.

Totals

Total revenue
$35,312,800
Total expenses
$35,149,026
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$32,499,073
Investment income
$2,740,461
Other revenue
$73,266
Total assets, end of year
$62,432,143
Total liabilities, end of year
$213,029
Net assets or fund balances, end of year
$62,219,114
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 $29,130,736 · related or exempt $29,130,736

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $3,368,337 · related or exempt $3,368,337

  • 3 · Investment income

    total $2,118,968 · excluded $2,118,968

  • 7a · Gross sales of assets other than inventory

    securities $23,545,321

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

    securities $22,923,828

  • 7c · Gain or loss

    securities $621,493

  • 7d · Net gain or loss

    total $621,493 · excluded $621,493

  • 11a · Other revenue: OTHER INCOME

    total $73,266 · related or exempt $73,266

  • 11e · Other revenue, total

    $73,266

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $32,515,219

  • 11a · Fees: management

    total $965,001

  • 11b · Fees: legal

    total $22,184

  • 11c · Fees: accounting

    total $48,203

  • 11f · Fees: investment management

    total $36,592

  • 11g · Fees: other

    total $1,488,630

  • 13 · Office expenses

    total $44,168

  • 19 · Conferences, conventions and meetings

    total $2,045

  • 23 · Insurance

    total $13,844

  • 24a · Other expenses: FEES MANDATED BY THE AC

    total $13,140

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,593,204 · end of year $5,227,128

  • 2 · Savings and temporary cash investments

    beginning of year $9,663 · end of year $7,016

  • 4 · Accounts receivable

    beginning of year $2,224,367 · end of year $2,227,898

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,398 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $48,096,018 · end of year $54,970,101

  • 17 · Accounts payable and accrued expenses

    beginning of year $110,684 · end of year $213,029

  • 25 · Other liabilities

    beginning of year $88,227 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $60,725,739 · end of year $62,219,114

Mission and programs · 2023

Mission

TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Kathleen Bigelow

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard D Labille III

    UNION TRUSTEE

    Total calculated
    $161,463
    From this org
    $0
    From related orgs
    $161,463
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $161,463 related

  • Geoffrey Parks

    EMPLOYER TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • R Scott Gregory

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Dumler

    UNION TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • Michael Noble

    UNION TRUSTEE

    Total calculated
    $146,537
    From this org
    $0
    From related orgs
    $146,537
    Other
    $0
    Hours/week
    1 + 40 related

  • Frank Battaglino

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Allen

    UNION TRUSTEE

    Total calculated
    $104,170
    From this org
    $0
    From related orgs
    $104,170
    Other
    $0
    Hours/week
    1 + 40 related

  • Dale Sheppard

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Killeen

    UNION TRUSTEE

    Total calculated
    $146,524
    From this org
    $0
    From related orgs
    $146,524
    Other
    $0
    Hours/week
    1 + 40 related

  • Ian Duckworth

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Sewell

    UNION TRUSTEE

    Total calculated
    $121,635
    From this org
    $0
    From related orgs
    $121,635
    Other
    $0
    Hours/week
    1 + 40 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.

  • SMART LOCAL 100 VACATION PLAN

    501(C)5 · FUND ESTABLISHED TO PAY VACATION BENEFITS TO UNION MEMBERS · MD

  • SMART LOCAL 100 PENSION FUND

    501(A) · FUND ESTABLISHED TO ASSIST PENSION DEVELOPEMENT OF UNION MEMBERS · MD

  • SMART LOCAL 100 APPRENTICE FUNDS

    501(C)9 · THE TRAINING AND EDUCATION OF APPRENTICE SHEET METAL WORKERS · MD

  • SMART LOCAL 100

    501(C)5 · REPRESENT MEMBERS TO BARGAIN FOR IMPROVED WAGES AND BENEFITS · MD

  • SMART LOCAL 100 SCHOLARSHIP FUND

    501(C)3 · TO AWARD SCHOLARSHIPS TO DEPENDENTS OF UNION MEMBERS · MD

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.

  • A P I CONSTRUCTION INC

  • ADJ SHEET METAL INC

  • ALL MECHANICAL & PLUMBING LLC

  • ALL SEASONS AC & HEATING

  • AMERICAN TESTING INC

  • AMPLE SHEET METAL

  • ARCON MECHANICAL SYSTEMS

  • ARICA CONSULT & CONTRCT

  • AUGUST WINTER & SONS INC

  • BENEDICT SHEET METAL

  • BERNWARD CONSULTING ASSOCIATES LLC

  • BMORE HEATING AND COOLING

  • CMC SHEET METAL INC

  • COMFORT CONTROL INC

  • CRAFTCORPS INC

  • CROWN CORR INC

  • DENSEL COMPANY

  • DYNAMIC SYSTEMS INC

  • EAST COAST METAL SYSTEMS

  • ENVIRONMENTAL BALANCING CORP

  • FINGLES METAL WORKS INC

  • HARRIS MOUNTAIN WEST LLC

  • HITE ASSOCIATES

  • HOT & COLD CORPORATION

  • I & B ASSOCIATES INC

  • IAC METALS INC

  • J B WHELAN

  • JAMES MYERS COMPANY INC

  • JAMES R WALLS CONTRACTING

  • JOURNEYMAN MECH CONTR

  • K G SHEET METAL SERVICES

  • LILJA CORPORATION

  • LINX INDUSTRIES

  • M G MCGRATH INC

  • MECCO INC

  • METAL ALLIANCE INC

  • METRO MECHANICAL CONTRCTR

  • METRO TEST & BALANCE INC

  • MID-ATLANTIC METAL WORKS

  • NORAIR ENGINEERING ASSOC

  • PENN AIR CONTROL INC

  • PTL CONTRACTING LLC

  • R H LAPP & SONS INC

  • R S HARRITAN & CO INC

  • ROTH BROTHERS INC

  • SEMCO DUCT & ACOUSTICAL

  • SENECA BALANCE OF MD VA

  • SHEET METAL WORKERS L100

  • SMW LOCAL #12

  • SMW LOCAL #63

  • SMW LOCAL 19

  • SMW LOCAL 20

  • SMW LOCAL 359

  • SMW LOCAL 562

  • SMW LOCAL 7 ZONE 2

  • SMW LOCAL 85 WELFARE

  • SOUTHLAND INDUSTRIES

  • SSM INDUSTRIES INC

  • STATE MECHANICAL SERVICES

  • STROMBERG METAL WORKS INC

  • SUN MECHANICAL SYSTEMS INC

  • SUPER SKY PRODUCTS

  • W E BOWERS & ASSOCIATES

  • WALTER N YODER & SONS INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202530159349301043

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