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← MACHINERY MOVERS RIGGERS & ERECTORS 136 HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2023

Filed by MACHINERY MOVERS RIGGERS & ERECTORS 136 HEALTH & WELFARE TRUST FUND.

Totals

Total revenue
$2,696,722
Total expenses
$3,538,661
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,509,251
Investment income
$187,471
Other revenue
$0
Total assets, end of year
$5,453,039
Total liabilities, end of year
$3,435,655
Net assets or fund balances, end of year
$2,017,384
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 $2,379,836 · related or exempt $2,379,836

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $129,415 · related or exempt $129,415

  • 3 · Investment income

    total $133,506 · excluded $133,506

  • 7a · Gross sales of assets other than inventory

    securities $1,612,618

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

    securities $1,558,653

  • 7c · Gain or loss

    securities $53,965

  • 7d · Net gain or loss

    total $53,965 · excluded $53,965

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,228,501

  • 11a · Fees: management

    total $95,100

  • 11b · Fees: legal

    total $5,455

  • 11c · Fees: accounting

    total $23,500

  • 11f · Fees: investment management

    total $26,601

  • 11g · Fees: other

    total $133,020

  • 13 · Office expenses

    total $18,852

  • 23 · Insurance

    total $7,286

  • 24a · Other expenses: ACA FEES

    total $346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $737,169 · end of year $418,932

  • 2 · Savings and temporary cash investments

    beginning of year $23,011 · end of year $60,382

  • 4 · Accounts receivable

    beginning of year $195,483 · end of year $215,926

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,658 · end of year $10,231

  • 10a · Land, buildings and equipment: cost or other basis

    $122,167

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,538

  • 10c · Land, buildings and equipment, net

    beginning of year $104,048 · end of year $90,629

  • 11 · Investments: publicly traded securities

    beginning of year $4,286,640 · end of year $4,611,720

  • 15 · Other assets

    beginning of year $333,218 · end of year $45,219

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,831 · end of year $19,974

  • 25 · Other liabilities

    beginning of year $3,029,006 · end of year $3,415,681

  • 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 $2,651,390 · end of year $2,017,384

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND DISABILITY BENEFITS.

  • TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

  • TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Randy Olson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Robert J Fulton

    TRUSTEE

    Total calculated
    $317,504
    From this org
    $0
    From related orgs
    $164,744
    Other
    $152,760
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,800 related
    Bonus
    $0
    Other
    $0 + $944 related
    Deferred
    $0 + $123,780 related
    Nontaxable benefits
    $0 + $28,980 related
    Filer's total
    $0 + $317,504 related

  • William Joyce

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Vernon Stoub

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Mike Gibas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Robert F Fulton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • John Stone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Kevin Fontana

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 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.

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.

  • ADVANCED STEEL ERECTORS LLC

  • AMERICAN RIGGING & MILLWRIGHT SERVICES INC

  • ARS CONTRACTING INC

  • BARNHART CRANE & RIGGING

  • CENTRAL MACHINERY MOVERS INC

  • EDWARDS MOVING & RIGGING INC

  • EMPLOYCO SERVICES

  • EXPO GROUP

  • FREEMAN EXPOSITIONS LLC

  • G&L CORP

  • GLOBAL EXPERIENCE SPECIALISTS INC (GES)

  • INTERNATIONAL INDUSTRIAL CONTRACTING CORPORATION

  • INTERSTATE ERECTING INC

  • MRL ENTERPRISES INC

  • NATIONAL MARINE MANUFACTURERS

  • OH RODSETH CO

  • PRODUCTION PAYROLL INC

  • REED MACHINERY & TRANSPORTATION CO

  • SHEPARD EXPOSITION SERVICES

  • STANDARD CARTAGE CO INC

  • STEVENSON CRANE RIGGING & HEAVY HAUL

  • T&A RIGGING INC

  • THE STATE GROUP INDUSTRIAL (USA) LTD

  • TKO INSTALLATION INC

  • TRU SERVICE GROUP INC

  • USMM INC

  • VALLEY EXPOSITION SERVICES

  • VILLAGE OF ROSEMONT RES

  • WALBRIDGE EQUIPMENT INSTALLATION

  • WEITZ INDUSTRIAL LLC

Provenance

Return type
form_990
Tax year
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202500529349301515

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