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← SHEET METAL WORKERS LOCAL 88 RETIREE HEALTH PLAN

Form 990 for tax year 2024

Filed by SHEET METAL WORKERS LOCAL 88 RETIREE HEALTH PLAN.

Totals

Total revenue
$3,566,572
Total expenses
$1,608,040
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,194,014
Investment income
$225,558
Other revenue
$1,147,000
Total assets, end of year
$6,906,906
Total liabilities, end of year
$34,713,097
Net assets or fund balances, end of year
-$27,806,191
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 $2,194,014 · related or exempt $2,194,014

  • 3 · Investment income

    total $225,558 · excluded $225,558

  • 11a · Other revenue: DECREASE IN ACCUMULATE

    total $1,147,000 · related or exempt $1,147,000

  • 11e · Other revenue, total

    $1,147,000

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,398,939

  • 11a · Fees: management

    total $119,722

  • 11b · Fees: legal

    total $13,243

  • 11c · Fees: accounting

    total $37,377

  • 11f · Fees: investment management

    total $8,700

  • 11g · Fees: other

    total $7,890

  • 13 · Office expenses

    total $3,405

  • 19 · Conferences, conventions and meetings

    total $6,079

  • 23 · Insurance

    total $2,915

  • 24a · Other expenses: BANK CHARGES

    total $6,613

  • 24b · Other expenses: INCREASE IN BENEFIT CLA

    total $3,157

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $789,583 · end of year $1,229,901

  • 2 · Savings and temporary cash investments

    beginning of year $701,507 · end of year $835,179

  • 4 · Accounts receivable

    beginning of year $195,792 · end of year $193,015

  • 5 · Loans and receivables from officers and key people

    end of year $13,529

  • 6 · Loans and receivables from disqualified persons

    beginning of year $773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,642 · end of year $9,227

  • 11 · Investments: publicly traded securities

    beginning of year $4,231,530 · end of year $4,626,055

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,215 · end of year $15,069

  • 25 · Other liabilities

    beginning of year $35,854,384 · end of year $34,698,028

  • 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 -$29,961,772 · end of year -$27,806,191

Mission and programs · 2024

Mission

TO RECEIVE EMPLOYER CONTRIBUTIONS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS IN ORDER TO PROVIDE REIMBURSEMENT OF HEALTH CARE COSTS TO MEMBERS OF THE SHEET METAL WORKERS LOCAL UNION 88.

  • TO RECEIVE EMPLOYER CONTRIBUTIONS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS IN ORDER TO PROVIDE REIMBURSEMENT OF HEALTH CARE COSTS TO MEMBERS OF THE SHEET METAL WORKERS LOCAL UNION 88.

As filed on the 2024 return.

Listed in Part VII

  • Mandi Wilkins

    MANAGEMENT TRUSTEE - CO-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Geremiah Robnett

    LABOR TRUSTEE - CO-CHAIR

    Total calculated
    $241,774
    From this org
    $0
    From related orgs
    $156,573
    Other
    $85,201
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,573 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $60,293 related
    Nontaxable benefits
    $0 + $24,908 related
    Filer's total
    $0 + $241,774 related

  • Scott McClure

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 41 related

  • Bill Benes

    LABOR TRUSTEE

    Total calculated
    $146,565
    From this org
    $0
    From related orgs
    $75,198
    Other
    $71,367
    Hours/week
    1 + 42 related

  • Carlos Gonzalez

    MANAGEMENT TRUSTEE - ALTERNATE

    Total calculated
    $0
    Hours/week
    1 + 41 related

  • Ron Speigle

    LABOR TRUSTEE

    Total calculated
    $143,925
    From this org
    $0
    From related orgs
    $72,942
    Other
    $70,983
    Hours/week
    1 + 42 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 partnerships

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

  • BOMBARD MECHANICAL LLC

  • CENTRAL VALLEY SYSTEMS LLC

  • C-LOS INDUSTRIES LLC

  • E3 BALANCE NEVADA LLC

  • FUSE STAINLESS LLC

  • GORDON MECHANICAL NV LLC

  • MC CLURE STAINLESS LLC

  • P1 CONSTRUCTION LLC

  • PIPEWERX MECHANICAL LLC

  • RED ROCK TAB LLC

  • TABITT LLC

Related corporations and trusts

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

  • ACCO ENGINEERED SYSTEMS

  • AMENTUM SERVICES INC

  • AMERICAN AIR BALANCE

  • ARES MECHANICAL

  • BB MECHANICAL

  • CANYON ELECTRIC COMPANY INC

  • CERRIS SYSTEMS WEST INC

  • COMMERCIAL ROOFERS INC

  • CROWN CORR INC

  • DESERT MECHANICAL INC

  • FALCON ROOFING CO

  • FOUR SQUARE ROOFS & WALLS

  • HAMMOND SHEET METAL

  • HANSEN MECH CONTRACTORS

  • HARRIS

  • HENRI SPECIALTIES CO INC

  • HOT DESERT AIR CONDITIONING

  • IDEAL MECHANICAL

  • KAMRAN METALWORKS INC

  • MBO INC

  • MESA ENERGY SYSTEMS INC

  • MESA MECHANICAL

  • MISSION SUPPORT & TEST SERV

  • MMC CONTRACTORS WEST INC

  • PENN AIR CONTROL

  • PRECISION AIR BALANCE CO

  • ROYAL METAL WORKS INC

  • RS ANALYSIS INC

  • RYAN MECHANICAL INC

  • S3H INC

  • SOUTHLAND INDUSTRIES

  • SUPERIOR DUCT FABRICATION

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202543149349306079

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