Form 990 for tax year 2022
Filed by NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND.
Totals
- Total revenue
- $82,389,191
- Total expenses
- $87,060,221
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $78,066,797
- Investment income
- $4,312,682
- Other revenue
- $9,712
- Total assets, end of year
- $139,652,826
- Total liabilities, end of year
- $746,966
- Net assets or fund balances, end of year
- $138,905,860
- 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 $69,210,701 · related or exempt $69,210,701
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $8,856,096 · related or exempt $8,856,096
-
3 · Investment income
total $2,570,245 · excluded $2,570,245
-
7a · Gross sales of assets other than inventory
securities $28,149,660
-
7b · Less cost or other basis and sales expenses
securities $26,407,223
-
7c · Gain or loss
securities $1,742,437
-
7d · Net gain or loss
total $1,742,437 · excluded $1,742,437
-
11a · Other revenue: MISCELLANEOUS
total $9,712 · excluded $9,712
-
11e · Other revenue, total
$9,712
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $84,253,256
-
5 · Compensation of officers, directors and key employees
total $181,289
-
6 · Compensation of disqualified persons
total $314,189
-
8 · Pension plan contributions
total $134,768
-
9 · Other employee benefits
total $124,816
-
10 · Payroll taxes
total $38,637
-
11b · Fees: legal
total $374,465
-
11c · Fees: accounting
total $40,000
-
11f · Fees: investment management
total $110,013
-
11g · Fees: other
total $835,048
-
13 · Office expenses
total $202,720
-
14 · Information technology
total $6,196
-
16 · Occupancy
total $69,210
-
17 · Travel
total $69
-
19 · Conferences, conventions and meetings
total $31,549
-
22 · Depreciation, depletion and amortization
total $19,670
-
23 · Insurance
total $48,715
-
24a · Other expenses: EDP MAINT./EDUCATION
total $231,888
-
24b · Other expenses: PCORI FEE
total $24,173
-
24c · Other expenses: BANK CHARGES
total $12,695
-
24d · Other expenses: MISC EXPENSES
total $2,118
-
24e · All other expenses
total $4,737
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $5,486,091 · end of year $1,847,805
-
4 · Accounts receivable
beginning of year $5,896,296 · end of year $6,865,378
-
6 · Loans and receivables from disqualified persons
beginning of year $3,704 · end of year $3,622
-
9 · Prepaid expenses and deferred charges
beginning of year $35,574 · end of year $34,191
-
10a · Land, buildings and equipment: cost or other basis
$27,268
-
10b · Land, buildings and equipment: accumulated depreciation
$27,268
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $86,863,857 · end of year $76,032,017
-
12 · Investments: other securities
beginning of year $65,510,901 · end of year $52,778,184
-
15 · Other assets
beginning of year $1,374,926 · end of year $2,091,629
-
17 · Accounts payable and accrued expenses
beginning of year $408,864 · end of year $309,866
-
25 · Other liabilities
beginning of year $290,200 · end of year $437,100
-
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 $164,472,285 · end of year $138,905,860
Mission and programs · 2022
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
-
PROVIDE SELF FUNDED BENEFITS FOR APPROXIMATELY 5,688 UNION MEMBERS AND THEIR DEPENDENTS. TO PAY FOR INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE FOR MEMBERS AND THEIR DEPENDENTS.
As filed on the 2022 return.
Listed in Part VII
-
Patrick NilsenPATRICK NILSEN
LABOR TRUSTEE
- Total calculated
- $393,229
- From this org
- $0
- From related orgs
- $245,395
- Other
- $147,834
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $245,395 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $114,078 related
- Nontaxable benefits
- $0 + $33,756 related
- Filer's total
- $0 + $393,229 related
-
Mike SheaMIKE SHEA
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Robert SiebelROBERT SIEBEL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Barry ScholzBARRY SCHOLZ
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
James MartinJAMES MARTIN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Sam GabrilskaSAM GABRILSKA
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Eric BallwegERIC BALLWEG
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Dave SmestadDAVE SMESTAD
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Scott WatsonSCOTT WATSON
LABOR TRUSTEE
- Total calculated
- $183,636
- From this org
- $0
- From related orgs
- $96,744
- Other
- $86,892
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $96,744 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $64,822 related
- Nontaxable benefits
- $0 + $22,070 related
- Filer's total
- $0 + $183,636 related
-
Michael AdamavichMICHAEL ADAMAVICH
LABOR TRUSTEE
- Total calculated
- $194,062
- From this org
- $0
- From related orgs
- $104,895
- Other
- $89,167
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $104,895 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $66,283 related
- Nontaxable benefits
- $0 + $22,884 related
- Filer's total
- $0 + $194,062 related
-
Pat RodriguezPAT RODRIGUEZ
LABOR TRUSTEE
- Total calculated
- $221,738
- From this org
- $0
- From related orgs
- $123,397
- Other
- $98,341
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $123,397 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $73,882 related
- Nontaxable benefits
- $0 + $24,459 related
- Filer's total
- $0 + $221,738 related
-
Chris HillCHRIS HILL
LABOR TRUSTEE
- Total calculated
- $210,575
- From this org
- $0
- From related orgs
- $109,234
- Other
- $101,341
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $109,234 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $72,192 related
- Nontaxable benefits
- $0 + $29,149 related
- Filer's total
- $0 + $210,575 related
-
Wayne NordinWAYNE NORDIN
LABOR TRUSTEE
- Total calculated
- $276,759
- From this org
- $0
- From related orgs
- $160,035
- Other
- $116,724
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $160,035 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $85,603 related
- Nontaxable benefits
- $0 + $31,121 related
- Filer's total
- $0 + $276,759 related
-
Corey BialcikCOREY BIALCIK
LABOR TRUSTEE
- Total calculated
- $238,359
- From this org
- $0
- From related orgs
- $135,722
- Other
- $102,637
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $135,722 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $78,226 related
- Nontaxable benefits
- $0 + $24,411 related
- Filer's total
- $0 + $238,359 related
-
Burt JohnsonBURT JOHNSON
TRUSTEE, CHAIRMAN
- Total calculated
- $299,937
- From this org
- $0
- From related orgs
- $173,640
- Other
- $126,297
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $173,640 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $94,495 related
- Nontaxable benefits
- $0 + $31,802 related
- Filer's total
- $0 + $299,937 related
-
Robert BarkerROBERT BARKER
TRUSTEE, SECRETARY/TREASUR
- Total calculated
- $308,848
- From this org
- $0
- From related orgs
- $264,040
- Other
- $44,808
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $189,096 related
- Bonus
- $0 + $74,095 related
- Other
- $0 + $849 related
- Deferred
- $0 + $24,380 related
- Nontaxable benefits
- $0 + $20,428 related
- Filer's total
- $0 + $308,848 related
-
Chuck SpoehrCHUCK SPOEHR
LABOR TRUSTEE
- Total calculated
- $187,356
- From this org
- $0
- From related orgs
- $101,224
- Other
- $86,132
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $101,224 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $64,057 related
- Nontaxable benefits
- $0 + $22,075 related
- Filer's total
- $0 + $187,356 related
-
Sid SamuelsSID SAMUELS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
John RainesJOHN RAINES
LABOR TRUSTEE
- Total calculated
- $250,092
- From this org
- $0
- From related orgs
- $173,640
- Other
- $76,452
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $173,640 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $60,212 related
- Nontaxable benefits
- $0 + $16,240 related
- Filer's total
- $0 + $250,092 related
-
Jeff McLeanJEFF MCLEAN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Sean CullenSEAN CULLEN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Nicole SummersNICOLE SUMMERS
ADMINISTRATIVE MANAGER
- Total calculated
- $181,290
- From this org
- $48,960
- From related orgs
- $88,339
- Other
- $43,991
- Hours/week
- 16 + 29 related
Schedule J breakdown matched by us
- Base
- $48,960 + $88,339 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $22,720 related
- Nontaxable benefits
- $0 + $21,271 related
- Filer's total
- $48,960 + $132,330 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.
-
CARPENTERS LU #314
-
NORTH CENTRAL STATES REG CNCL (BA)
-
NORTH CENTRAL STATES REG CNCL OF CARPS
-
UBC NATIONAL JOB CORPS TRAININ
-
501(C)(3) · TRAINING BENEFITS · WI
-
LABOR MGMT COOPERATIVE TRUST OF THE NCSRCC & AGC OF WI INC
501(C)(6) · DRUG TESTING AND REIMBURSMENT FOR CLASSES · WI
-
NCSRCC PENSION FUND
401 (A) · PENSION BENEFITS · WI
-
NCSRCC SUPPLEMENTAL RETIREMENT PLAN
401 (A) · DEFINED CONTRIBUTIONS BENEFITS · WI
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.
-
ACOUSTIC PROFESSIONALS LLC
-
ADVANTAGE INDUSTRIAL SYSTEMS LLC
-
BADGER SCAFFOLD LLC
-
CCF LABOR LLC
-
CECO CONCRETE CONSTRUCTION
-
KRAEMER NORTH AMERICA LLC
-
LIFT TECH SPECIALIST
-
SAFWAY STEEL PRODUCTS LLC - ST PAUL
-
SCHMITT ACOUSTICS LLC
-
SHEET PILING SERVICES LLC
-
U S VET GENERAL CONTRACTING LLC
-
DN TANKS INC
-
HAYES BOILER & MECHANICAL INC
-
JTS BUILDS LLC
-
RHI LLC
-
TWIN CITY TILE & MARBLE CO
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
A K INSTALLATION INC
-
ACOUSTIC SPEC INC CO VANRYZIN - ALUM
-
ADVANTAGE ACOUSTICAL
-
AIRCO POWER SERVICES INC
-
ALLIED CONSTRUCTION SERVICES INC
-
ALL-TIMATE CONST INC (NBU)
-
API INC
-
APPLETON LATHING CORP
-
ARCHITECTURAL PRODUCTS OF WAUSAU
-
ATLANTIC PLANT MAINTENANCE
-
AZCO INC
-
BACHMANN CONST CO INC (ALUM)
-
BADGER ACOUSTICS INC
-
BADGER SWIMPOOLS INC
-
BANE NELSON INC
-
BAUER & RAETHER BLDRS
-
BAY AREA FINISHING INC
-
BENNETT CONSTRUCTION INC
-
BHI ENERGY SPECIALTY SERVICES LLC
-
BILFINGER INDUSTRIAL SERVICES INC
-
BKB CONSTRUCTION INC
-
BOLDT COMPANY THE
-
BORTON CONSTRUCTION INC
-
BRASKEY & CO LLC
-
BRENNAN J F CO INC - LU 606 HWY HVY
-
BROCK INDUSTRIAL SERVICES
-
BUILDING SERVICE INC
-
BVR FLOORING LLC
-
CAMOSY INC
-
CAPELLE BROS & DIEDRICH INC
-
CARDINAL CONST CO INC - ALUM
-
CARPETLAND USA
-
CARY SPECIALIZED SERVICES INC - ALUM
-
CENTRAL CEILING SYSTEMS INC
-
CENTRAL MECHANICAL SYSTEMS INC (SHOP)
-
CMC CONSTRUCTION INC
-
COMMON LINKS CONST LLC
-
COMPLETE THERMAL SYSTEMS INC
-
CONTEMPORARY HAMMER WORKS INC
-
CONTINENTAL ENTERPRISES (NBU)
-
COUNTERTOP DESIGNS LLC
-
CULLEN J P & SON INC
-
DAY & ZIMMERMANN NPS INC
-
DELL CONST CO INC - ALUM
-
DELTA T CONST CO INC
-
DESIGN POINT EXTERIORS LLC
-
DORAL CORPORATION
-
DRYDEN DIVING COMPANY INC
-
DUKE & DUKE SERVICES INC
-
E & A ENTERPRISES INC
-
EAU CLAIRE ACOUSTICS INC
-
EG & J INC
-
EGI MECHANICAL INC
-
ENGINEERING & CONST INNOV - HWY HVY
-
ETHOSENERGY FIELD SERVICES LLC
-
FACILITIES CONST MGT CORP
-
FINDORFF J H & SON INC
-
FOWLER & HAMMER INC
-
GAGNON CONST CO INC
-
GARDNER BUILDERS LLC
-
GATEWAY CONCRETE FORMING SYSTEMS
-
GEGARE TILE INC
-
GEIST JERRY & SONS CONSTRUCTION INC
-
GRANITE CONSTRUCTION COMPANY
-
GRUBE G J CONST CO LLC
-
HALLMARK DRYWALL INC
-
HALVERSON CARPET CENTER LTD
-
HAMMERSLEY STONE CO INC
-
HERITAGE CARPENTRY INC
-
HUGHES FLOORING INC
-
HYDRO TECH USA INC
-
IDEAL BUILDERS INC - ALUM
-
IEI GENERAL CONTRACTORS INC
-
IMMEL HOWARD INC
-
INFINITY ACCESS LLC
-
INTERIOR INSTALLATION SERVICE INC
-
JESSE JONES CONSTRUCTION INC
-
JOE'S CONSTRUCTION AND CONCRETE LLC
-
JUNIORS CONSTRUCTION INC
-
JUROWSKI R J CONST INC
-
JW FLOORING INC
-
K N G MECHANICAL INC
-
KALENBORN ABRESIST CORPORATION
-
KARI INSTALLATIONS INC
-
KISER HYDRO LLC
-
KLOBUCAR CONST CO INC - NBU
-
KNIGHT FLOORING
-
KNUTSON CONSTRUCTION SERVICES INC
-
KOJA CONSTRUCTION INC
-
KRAUS ANDERSON CONST CO INC (MPLS)
-
LANKFORD CONST CO
-
LARSON CONSTRUCTION INC
-
LEWIS CONST INC
-
LOVEGREEN INDUSTRIAL SERVICES INC
-
LUNDA CONST CO - DIST 5 HWY HVY
-
MAAS BROTHERS CONST CO INC
-
MACCO'S COMMERCIAL INSTALLATION INC
-
MACKEY ARNIE CONST INC -ALUM
-
MARKET & JOHNSON INC
-
MATTSON HARDWOOD LLC
-
MAVID CONST SRVCS LLC
-
MCMULLEN & PITZ CONST CO
-
MEYER C R & SONS INC
-
MICHELS CONSTRUCTION INC
-
MICHELS FOUNDATIONS DIV OF MICHELS CORP
-
MIDDLETON CONSTRUCTION CO INC
-
MIDDLETON CONSTRUCTION CONSULTING LLC
-
MIDSTATE CONTRACTING LLC
-
MIDWEST CEILING SYSTEMS INC
-
MIDWEST DRILLED FOUNDATIONS
-
MIRON CONSTRUCTION CO INC
-
MODERN CRANE SERVICE
-
MORTENSON M A CO
-
MULCAHY NICKOLAUS LLC
-
NICHOLSON CONSTRUCTION CO
-
NONNS FLOORING INC
-
NORTHERN STATES POWER CO - PROLL 2ND FLR
-
OLSON FLOOR COVERING INC
-
OSBORNE CONSTRUCTION INC (DAVE)
-
OVERHEAD DOOR CO OF CHIPPEWA VALLEY-JRYM
-
OVERHEAD DOOR CO OF MADISON INC-RESDNT
-
PERFORMANCE CONTRACTING
-
PHEIFER BROTHERS CONST
-
PLATINUM SPECIALTY SERVICES INC
-
PLATT CONST INC
-
POELLINGERS INC
-
PORTZEN CONST INC
-
PRODIGY CONSTRUCTION LLC
-
PROSTAR SURFACES INC
-
QUASIUS CONSTRUCTION INC
-
REVOLUTION INDUSTRIAL SERVICES LLC
-
REYNOLDS TRANSFER & STORAGE
-
RICE IVAN & SONS INC
-
ROCKWELL GROUP INC THE
-
S & R BORCHARDT BUILDERS
-
SAMUELS GROUP INC THE
-
SCHERRER CONST CO INC (RES PRE-APPRN)
-
SCHLEIS FLOOR COVERING
-
SCHMIDT CG INC
-
SCHMITT JOS & SONS CONST CO - NBU
-
SERGENIANS FLOOR COVERINGS INC
-
SIEGFRIED CONSTRUCTION GEORGE
-
SIEMENS GENERATION SRVCS CO
-
SMITH CHARLES D & SONS - ALUM
-
SPRINKMANN SONS CORP
-
ST COTTER TURBINE SERVICES
-
STAINLESS SPECIALISTS INC
-
STATE GROUP INDUSTRIAL (USA) LIMITED
-
STATZ & HARROP INC - ALUM
-
STEELE CONSTRUCTION CORPORATION
-
SULLIVAN KENNETH CO
-
SUNPEAK CONSTRUCTION INC
-
SUPERIOR MASONRY BUILDERS INC
-
THE RIGHT ALIGNMENT CO INC
-
TREML MILLWRIGHTING & CONTRACTING
-
TRI-CITY CONCRETE CONST INC
-
TRI-NORTH BUILDERS INC
-
TRI-STATE CARPETS INC
-
TURBINEPROS LLC
-
TWIN CITY ACOUSTICS INC
-
V & S CONSTRUCTION SERVICES
-
VALLEY MECHANICAL INC
-
VER HALEN INC
-
VJS CONSTRUCTION SERVICES
-
VOGEL BROS BLDG CO (COMM)
-
W O J INSTALLATIONS INC
-
WALL PANEL LLC
-
WALL TECH INC
-
WALSH P W & COMPANY
-
WCA
-
WELLENSTEIN & SONS INC
-
WENGER CORPORATION
-
WOODS CONSTRUCTION INC
-
WYNTREE CONST INC - NBU
-
ZEISE FRANK O CONST CO INC
-
ZENITH TECH INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349306041
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