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← ROOFERS UNION LOCAL 33 INSURANCE

Form 990 for tax year 2022

Filed by ROOFERS UNION LOCAL 33 INSURANCE.

Totals

Total revenue
$12,175,845
Total expenses
$11,917,430
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,000,687
Investment income
$175,158
Other revenue
$0
Total assets, end of year
$9,580,597
Total liabilities, end of year
$55,890,055
Net assets or fund balances, end of year
-$46,309,458
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 $11,634,009 · related or exempt $11,634,009

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $366,678 · related or exempt $366,678

  • 3 · Investment income

    total $175,158 · excluded $175,158

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $11,657,611

  • 11b · Fees: legal

    total $18,500

  • 11c · Fees: accounting

    total $23,975

  • 11f · Fees: investment management

    total $17,325

  • 11g · Fees: other

    total $43,896

  • 13 · Office expenses

    total $264

  • 23 · Insurance

    total $2,214

  • 24a · Other expenses: ADMINISTRATION FEE

    total $147,813

  • 24b · Other expenses: EMP PCORI FEES

    total $4,717

  • 24c · Other expenses: EMP TAXES ON DISABILITY

    total $1,115

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $388,788 · end of year $1,710,634

  • 4 · Accounts receivable

    beginning of year $1,561,367 · end of year $1,602,985

  • 9 · Prepaid expenses and deferred charges

    beginning of year $818,502 · end of year $147,671

  • 11 · Investments: publicly traded securities

    beginning of year $5,131,108 · end of year $3,943,946

  • 12 · Investments: other securities

    beginning of year $2,112,522 · end of year $2,083,061

  • 15 · Other assets

    beginning of year $92,300 · end of year $92,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,067 · end of year $5,615

  • 25 · Other liabilities

    beginning of year $78,625,207 · end of year $55,884,440

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$68,528,687 · end of year -$46,309,458

Mission and programs · 2022

Mission

PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE, LIFE AND LONG-TERM DISABILITY BENEFITS TO APPROXIMATELY 694 MEMBERS AND THEIR FAMILIES AND/OR BENEFICIARIES.

Activities or mission (Part I)

PROVIDE MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.

  • PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE,LIFE AND LONG-TERM DISABILITY BENEFITS TO APPROXIMATELY 694 MEMBERS AND THEIR FAMILIES AND/OR BENEFICIARIES.

As filed on the 2022 return.

Listed in Part VII

  • Anna Brousaides

    ADMINISTRATO

    Total calculated
    $182,772
    From this org
    $0
    From related orgs
    $121,776
    Other
    $60,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $121,776 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $60,996 related
    Filer's total
    not reported + $182,772 related

  • John Mead

    TRUSTEE

    Total calculated
    $4,357
    From this org
    $0
    From related orgs
    $2,658
    Other
    $1,699
    Hours/week
    2

  • Paul Bickford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mark B Brousseau

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Thomas S Gunning

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Klein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Marcone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 October 2023
IRS schema version
2022v5.0
Source object
202312979349301421

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