Form 990 for tax year 2022
Filed by KALAMAZOO STEAMFITTERS & PIPEFITTER S LOCAL 357 HEALTH & WELFARE FUND.
Totals
- Total revenue
- $14,550,896
- Total expenses
- $14,994,406
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $13,646,258
- Investment income
- $317,845
- Other revenue
- $586,793
- Total assets, end of year
- $19,048,175
- Total liabilities, end of year
- $8,547,510
- Net assets or fund balances, end of year
- $10,500,665
- 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 $11,829,827 · related or exempt $11,829,827
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $1,816,431 · related or exempt $1,816,431
-
3 · Investment income
total $501,159 · excluded $501,159
-
7a · Gross sales of assets other than inventory
securities $2,847,898
-
7b · Less cost or other basis and sales expenses
securities $3,031,212
-
7c · Gain or loss
securities -$183,314
-
7d · Net gain or loss
total -$183,314 · excluded -$183,314
-
11a · Other revenue: STOP LOSS REFUNDS
total $586,034 · related or exempt $586,034
-
11b · Other revenue: CLASS ACTION SETTLEMENT
total $759 · related or exempt $759
-
11e · Other revenue, total
$586,793
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $14,250,493
-
5 · Compensation of officers, directors and key employees
total $8,483
-
9 · Other employee benefits
total $834
-
10 · Payroll taxes
total $15,682
-
11a · Fees: management
total $423,547
-
11b · Fees: legal
total $110,394
-
11c · Fees: accounting
total $18,909
-
11f · Fees: investment management
total $24,625
-
11g · Fees: other
total $81,441
-
13 · Office expenses
total $16,296
-
14 · Information technology
total $2,050
-
17 · Travel
total $1,648
-
19 · Conferences, conventions and meetings
total $8,960
-
23 · Insurance
total $2,813
-
24a · Other expenses: WAGE REIMBURSEMENTS LOCAL
total $20,228
-
24b · Other expenses: PATIENT CENTERED OUTCOME
total $3,908
-
24c · Other expenses: TIC REPORTING SYSTEM
total $3,150
-
24d · Other expenses: UARS
total $945
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $974,263 · end of year $1,527,790
-
2 · Savings and temporary cash investments
beginning of year $155,942 · end of year $27,561
-
4 · Accounts receivable
beginning of year $1,429,190 · end of year $2,044,604
-
9 · Prepaid expenses and deferred charges
beginning of year $91,504 · end of year $91,347
-
11 · Investments: publicly traded securities
beginning of year $14,645,703 · end of year $15,356,873
-
17 · Accounts payable and accrued expenses
beginning of year $91,357 · end of year $1,211,510
-
25 · Other liabilities
beginning of year $5,973,000 · end of year $7,336,000
-
27 · Net assets without donor restrictions
beginning of year $11,232,245 · end of year $10,500,665
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES REPRESENTED BY KALAMAZOO PLUMBERS, STEAMFITTERS, AND PIPEFITTERS LOCAL UNION NO. 357 IN ACCORDANCE WITH THE MULTI-EMPLOYER COLLECTIVE BARGAINING AGREEMENT.
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES REPRESENTED BY KALAMAZOO PLUMBERS, STEAMFITTERS, AND PIPEFITTERS LOCAL UNION NO. 357 IN ACCORDANCE WITH THE MULTI-EMPLOYER COLLECTIVE BARGAINING AGREEMENT.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ryan FordRYAN FORD
TRUSTEE
- Total calculated
- $2,013
- From this org
- $476
- From related orgs
- $1,039
- Other
- $498
- Hours/week
- 1
-
Benjamin SnapeBENJAMIN SNAPE
TRUSTEE
- Total calculated
- $1,359
- From this org
- $1,359
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Frank NykampFRANK NYKAMP
CHAIRMAN
- Total calculated
- $924
- From this org
- $924
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Amy JonesAMY JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert V Gulbranson JrROBERT V GULBRANSON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve RingerSTEVE RINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Derek RoweDEREK ROWE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin WaterstradtKEVIN WATERSTRADT
SECRETARY
- 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.
-
UNITED ASSOCIATION OF JOURNEYMEN LOCAL UNION NO 357
501C5 · UNION · MI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430889349301908
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