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← SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND

Form 990 for tax year 2022

Filed by SHEET METAL WORKERS LOCAL 33 SUPPLEMENTAL RETIREE HEALTH FUND.

Totals

Total revenue
$98,784
Total expenses
$103,851
Contributions and grants received
$66,066
Grants paid
$0
Program service revenue
$0
Investment income
$32,718
Other revenue
$0
Total assets, end of year
$1,984,847
Total liabilities, end of year
$969
Net assets or fund balances, end of year
$1,983,878
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.

  • 1f · All other contributions, gifts and grants

    $66,066

  • 3 · Investment income

    total $57,018 · excluded $57,018

  • 7a · Gross sales of assets other than inventory

    securities $291,342

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

    securities $315,642

  • 7c · Gain or loss

    securities -$24,300

  • 7d · Net gain or loss

    total -$24,300 · excluded -$24,300

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $54,140

  • 11a · Fees: management

    total $7,902

  • 11b · Fees: legal

    total $13,017

  • 11c · Fees: accounting

    total $9,000

  • 11f · Fees: investment management

    total $13,118

  • 13 · Office expenses

    total $405

  • 23 · Insurance

    total $4,430

  • 24a · Other expenses: FEDERAL TAX - PCORI

    total $1,839

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,969 · end of year $32,284

  • 2 · Savings and temporary cash investments

    beginning of year $31,039 · end of year $64,357

  • 4 · Accounts receivable

    beginning of year $11,729 · end of year $12,640

  • 9 · Prepaid expenses and deferred charges

    beginning of year $565 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,219,601 · end of year $1,875,566

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,678 · end of year $969

  • 27 · Net assets without donor restrictions

    beginning of year $2,282,225 · end of year $1,983,878

Mission and programs · 2022

Mission

THE PLAN PROVIDES REIMBURSEMENT OF CERTAIN MEDICAL BENEFITS TO MEMBERS PARTICIPATING IN THE PLAN.

  • TO PROVIDE SUPPLEMENTAL MEDICAL PAYMENTS NOT COVERED UNDER HEALTH AND WELFARE PLANS TO PARTICIPATING MEMBERS.

As filed on the 2022 return.

Listed in Part VII

  • Jamie Bostic

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Randy Gombos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nelson Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Haas

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Morgan Stanley

    INSTITUTIONAL TRUSTEE

    Total calculated
    $12,754
    From this org
    $12,754
    From related orgs
    $0
    Other
    $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.

  • SHEET METAL WORKERS UNION LOCAL 33

  • SHEET METAL WORKERS LOCAL 12

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • GOLD STANDARD HEATING AND COOLING LLC

  • HARVEY AIR BALANCING COMPNAY OF WV LLC

  • R&M HVAC PRO SERVICE LLC

  • WOOD COMMERCIAL HVAC SERVICES LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BECKER'S HEATING & AIR CONDITIONING INC

  • DANSER INC

  • JACOBS INDUSTRIAL SERVICES INC

  • KENT WELDING INC

  • MURRAY SHEET METAL COMPANY INC

  • MORRISON INC

  • STEERS HEATING & COOLING INC

  • TRI-STATE ROOFING & SHEET METAL COMPANY

  • UNITED CONSTRUCTION COMPANY INC

  • EARLY CONSTRUCTION CO

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333179349300748

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