Form 990 for tax year 2024
Filed by LINE CLEARANCE CONTRACTORS HEALTH & WELFARE FUND.
Totals
- Total revenue
- $14,440,064
- Total expenses
- $15,777,523
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $12,860,006
- Investment income
- $1,579,467
- Other revenue
- $591
- Total assets, end of year
- $43,997,954
- Total liabilities, end of year
- $30,781
- Net assets or fund balances, end of year
- $43,967,173
- 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 $12,813,342 · related or exempt $12,813,342
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $46,664 · related or exempt $46,664
-
3 · Investment income
total $1,217,198 · excluded $1,217,198
-
7a · Gross sales of assets other than inventory
securities $8,597,902
-
7b · Less cost or other basis and sales expenses
securities $8,235,633
-
7c · Gain or loss
securities $362,269
-
7d · Net gain or loss
total $362,269 · excluded $362,269
-
11a · Other revenue: CLASS ACTION PROCEEDS
total $591 · excluded $591
-
11e · Other revenue, total
$591
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $15,495,492
-
11a · Fees: management
total $76,266
-
11b · Fees: legal
total $10,488
-
11c · Fees: accounting
total $26,941
-
11f · Fees: investment management
total $41,946
-
11g · Fees: other
total $71,163
-
13 · Office expenses
total $24,660
-
14 · Information technology
total $1,800
-
19 · Conferences, conventions and meetings
total $5,869
-
23 · Insurance
total $17,516
-
24a · Other expenses: ACA MANDATED FEES
total $2,800
-
24b · Other expenses: ELECTRONIC RECIPROCAL F
total $2,582
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,209,469 · end of year $1,850,668
-
4 · Accounts receivable
beginning of year $1,142,904 · end of year $1,143,407
-
9 · Prepaid expenses and deferred charges
beginning of year $6,713 · end of year $14,240
-
11 · Investments: publicly traded securities
beginning of year $36,049,691 · end of year $37,024,420
-
12 · Investments: other securities
beginning of year $4,189,578 · end of year $3,965,219
-
17 · Accounts payable and accrued expenses
beginning of year $41,533 · end of year $30,781
-
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 $42,556,822 · end of year $43,967,173
Mission and programs · 2024
Mission
HEALTH BENEFIT FUND
Activities or mission (Part I)
PROVIDE HEALTH BENEFITS
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
Bill NiesmanBILL NIESMAN
CHAIRMAN
- Total calculated
- $319,605
- From this org
- $0
- From related orgs
- $225,257
- Other
- $94,348
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $201,202 related
- Bonus
- $0
- Other
- $0 + $24,055 related
- Deferred
- $0 + $56,509 related
- Nontaxable benefits
- $0 + $37,839 related
- Filer's total
- $0 + $319,605 related
-
Richard HellerRICHARD HELLER
SECRETARY (PAST)
- Total calculated
- $0
- Hours/week
- 2
-
Robert SpychalskiROBERT SPYCHALSKI
TRUSTEE
- Total calculated
- $949
- From this org
- $949
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
John BurkardJOHN BURKARD
TRUSTEE
- Total calculated
- $277,778
- From this org
- $0
- From related orgs
- $193,490
- Other
- $84,288
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $178,846 related
- Bonus
- $0
- Other
- $0 + $14,644 related
- Deferred
- $0 + $50,654 related
- Nontaxable benefits
- $0 + $33,634 related
- Filer's total
- $0 + $277,778 related
-
Craig NolanCRAIG NOLAN
TRUSTEE
- Total calculated
- $894
- From this org
- $894
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
John DowlingJOHN DOWLING
TRUSTEE
- Total calculated
- $275,559
- From this org
- $0
- From related orgs
- $191,271
- Other
- $84,288
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $178,846 related
- Bonus
- $0
- Other
- $0 + $12,425 related
- Deferred
- $0 + $50,654 related
- Nontaxable benefits
- $0 + $33,634 related
- Filer's total
- $0 + $275,559 related
-
Herbert ZinzerHERBERT ZINZER
ALTERNATE TRUSTEE (PAST)
- Total calculated
- $0
- Hours/week
- 2
-
Eric BergdolldERIC BERGDOLLD
ALTERNATE TRUSTEE
- Total calculated
- $275,688
- From this org
- $0
- From related orgs
- $191,400
- Other
- $84,288
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $178,846 related
- Bonus
- $0
- Other
- $0 + $12,554 related
- Deferred
- $0 + $50,654 related
- Nontaxable benefits
- $0 + $33,634 related
- Filer's total
- $0 + $275,688 related
-
Jack WilletJACK WILLET
TRUSTEE
- Total calculated
- $800
- From this org
- $800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Dave GillisDAVE GILLIS
SECRETARY (NEW)
- Total calculated
- $0
- Hours/week
- 2
-
Mark GladfelterMARK GLADFELTER
ALTERNATE TRUSTEE (NEW)
- Total calculated
- $110
- From this org
- $110
- From related orgs
- $0
- Other
- $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.
-
LOCAL UNION NO 9 - INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
501(C)(5) · LABOR UNION · IL
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.
-
ASPLUNDH TREE EXPECT CO
CONTRIBUTING EMPLOYER
-
LEWIS TREE SERVICE INC
CONTRIBUTING EMPLOYER
-
OWL
CONTRIBUTING EMPLOYER
-
ENDURANCE UTILITY SERVICES
CONTRIBUTING EMPLOYER
-
INTREN LLC
CONTRIBUTING EMPLOYER
-
KENDALL VEGETATION SERVICES
CONTRIBUTING EMPLOYER
-
SISSON'S TREE SERVICE
CONTRIBUTING EMPLOYER
-
SHADE TREE SERVICE COMPANY
CONTRIBUTING EMPLOYER
-
XYLEM TREE EXPERTS
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600649349301660
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