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← NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND.

Totals

Total revenue
$12,261,940
Total expenses
$7,852,427
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,465,671
Investment income
$796,269
Other revenue
$0
Total assets, end of year
$29,435,272
Total liabilities, end of year
$14,913
Net assets or fund balances, end of year
$29,420,359
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 $11,076,973 · related or exempt $11,076,973

  • 2b · Program service revenue: PRESCRIPTION DRUG REBATES

    total $338,029 · related or exempt $338,029

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $50,669 · related or exempt $50,669

  • 3 · Investment income

    total $956,397 · excluded $956,397

  • 7a · Gross sales of assets other than inventory

    securities $1,405,385

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

    securities $1,565,513

  • 7c · Gain or loss

    securities -$160,128

  • 7d · Net gain or loss

    total -$160,128 · excluded -$160,128

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,295,411

  • 11a · Fees: management

    total $280,000

  • 11b · Fees: legal

    total $44,826

  • 11c · Fees: accounting

    total $40,095

  • 11f · Fees: investment management

    total $28,894

  • 11g · Fees: other

    total $116,658

  • 13 · Office expenses

    total $1,451

  • 19 · Conferences, conventions and meetings

    total $13,179

  • 23 · Insurance

    total $15,374

  • 24a · Other expenses: MISCELLANEOUS

    total $11,317

  • 24b · Other expenses: FEES MANDATED BY ACA

    total $5,222

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $468,955 · end of year $1,924,157

  • 2 · Savings and temporary cash investments

    beginning of year $1,200,933 · end of year $1,682,599

  • 4 · Accounts receivable

    beginning of year $1,216,491 · end of year $1,398,072

  • 11 · Investments: publicly traded securities

    beginning of year $20,740,832 · end of year $19,788,712

  • 12 · Investments: other securities

    beginning of year $2,089,927 · end of year $4,641,732

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,014 · end of year $14,913

  • 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 $25,687,124 · end of year $29,420,359

Mission and programs · 2022

Mission

PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Activities or mission (Part I)

TO PROVIDE HEALTH BENEFITS

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • Lynn Price

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paul Blaski

    TRUSTEE - PAST

    Total calculated
    $31,373
    From this org
    $0
    From related orgs
    $13,017
    Other
    $18,356
    Hours/week
    1 + 3 related

  • Jeffrey Eppenstein

    TRUSTEE

    Total calculated
    $239,957
    From this org
    $0
    From related orgs
    $179,092
    Other
    $60,865
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,327 related
    Bonus
    $0
    Other
    $0 + $13,765 related
    Deferred
    $0 + $24,799 related
    Nontaxable benefits
    $0 + $36,066 related
    Filer's total
    $0 + $239,957 related

  • Dennis Conway

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Plescia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kinsey Robinson

    TRUSTEE

    Total calculated
    $127,114
    From this org
    $0
    From related orgs
    $91,333
    Other
    $35,781
    Hours/week
    1 + 15 related

  • Mitchell Terhaar

    TRUSTEE - NEW

    Total calculated
    $406,244
    From this org
    $0
    From related orgs
    $335,552
    Other
    $70,692
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,555 related
    Bonus
    $0
    Other
    $0 + $123,997 related
    Deferred
    $0 + $31,734 related
    Nontaxable benefits
    $0 + $38,958 related
    Filer's total
    $0 + $406,244 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.

  • OKLAHOMA ROOFERS JATC

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #162

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #182

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #182 JATC

    CONTRIBUTING EMPLOYER

  • UNITED UNION OF ROOFERS

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #136

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #91

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #143

    CONTRIBUTING EMPLOYER

  • ROOFERS LOCAL UNION #58

    CONTRIBUTING EMPLOYER

  • NV ROOFERS JATC

    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.

  • A W FARRELL & SON INC

    CONTRIBUTING EMPLOYER

  • BLUE CHIP ROOFING & WTRPFG LLC

    CONTRIBUTING EMPLOYER

  • CEI GROUP LLC

    CONTRIBUTING EMPLOYER

  • CENTRAL STATES ROOFING

    CONTRIBUTING EMPLOYER

  • CHRISTEN DETROIT

    CONTRIBUTING EMPLOYER

  • COMMERCIAL ROOFERS

    CONTRIBUTING EMPLOYER

  • COURTNEY WATERPROOFING

    CONTRIBUTING EMPLOYER

  • CRIBBS INC

    CONTRIBUTING EMPLOYER

  • DRYSPACE INC

    CONTRIBUTING EMPLOYER

  • DSRC SERVICES LLC

    CONTRIBUTING EMPLOYER

  • DUNMORE ROOFING

    CONTRIBUTING EMPLOYER

  • EAGLE ROOFING

    CONTRIBUTING EMPLOYER

  • EBERHARD SOUTHWEST

    CONTRIBUTING EMPLOYER

  • ECO UNION ROOFING

    CONTRIBUTING EMPLOYER

  • ELMER W DAVIS

    CONTRIBUTING EMPLOYER

  • FLYNN MIDWESTLP-NEBRASKA

    CONTRIBUTING EMPLOYER

  • FOURSQUARE ROOFS & WALLS INC

    CONTRIBUTING EMPLOYER

  • FRED CHRISTEN

    CONTRIBUTING EMPLOYER

  • KIRBERG ROOFING

    CONTRIBUTING EMPLOYER

  • LOS ALAMOS NATIONAL SECURITY L

    CONTRIBUTING EMPLOYER

  • NILES INDUSTRIAL COATINGS LLC

    CONTRIBUTING EMPLOYER

  • PAE

    CONTRIBUTING EMPLOYER

  • PARADIGM ROOFING CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • ROTH BROS INC

    CONTRIBUTING EMPLOYER

  • RSS NASHVILLE INC

    CONTRIBUTING EMPLOYER

  • RSS ROOFING SERVICES SOLUTIONS

    CONTRIBUTING EMPLOYER

  • SCHREIBER CORPORATION

    CONTRIBUTING EMPLOYER

  • SOUTHWESTERN ROOFING & METAL

    CONTRIBUTING EMPLOYER

  • STANDARD ROOFING & SHEET METAL

    CONTRIBUTING EMPLOYER

  • SUPERIOR ROOFING

    CONTRIBUTING EMPLOYER

  • SW RESTORATION & WATERPROOFING

    CONTRIBUTING EMPLOYER

  • SW SPECIALTY CONTR LLC

    CONTRIBUTING EMPLOYER

  • T & K ROOFING COMPANYINC

    CONTRIBUTING EMPLOYER

  • TECHNICOAT WATERPROOFING

    CONTRIBUTING EMPLOYER

  • TECTA AMERICA SE LLC

    CONTRIBUTING EMPLOYER

  • TEXAS UNION ROOFING

    CONTRIBUTING EMPLOYER

  • THE ORIGINAL ROOFING COMPANY

    CONTRIBUTING EMPLOYER

  • TRIPLE M ROOFING COMPANY

    CONTRIBUTING EMPLOYER

  • UTAH TILE & ROOFING INC

    CONTRIBUTING EMPLOYER

  • VAUGHAN ROOFING & SHEET METAL

    CONTRIBUTING EMPLOYER

  • WATKINS ROOFING INC

    CONTRIBUTING EMPLOYER

  • WESTERN SINGLE PLY

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2022
Filed
22 January 2024
IRS schema version
2022v5.0
Source object
202430229349301403

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