Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

  total $48,863,694 · related or exempt $48,863,694

• 2b · Program service revenue: PARTICIPANT AND COBRA CONTRIBUTIO

  total $7,032,195 · related or exempt $7,032,195

• 3 · Investment income

  total $1,362,372 · excluded $1,362,372

• 7a · Gross sales of assets other than inventory

  securities $22,444,412

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

  securities $22,798,046

• 7c · Gain or loss

  securities -$353,634

• 7d · Net gain or loss

  total -$353,634 · related or exempt -$353,634

• 11a · Other revenue: MISCELLANOUS INCOME

  total $34,863 · excluded $34,863

• 11e · Other revenue, total

  $34,863

Functional expenses

Part IX, the statement of functional expenses.

• 4 · Benefits paid to or for members

  total $60,283,925

• 7 · Other salaries and wages

  total $519,362

• 8 · Pension plan contributions

  total $223,005

• 9 · Other employee benefits

  total $212,200

• 10 · Payroll taxes

  total $39,294

• 11b · Fees: legal

  total $71,185

• 11c · Fees: accounting

  total $44,101

• 11f · Fees: investment management

  total $176,126

• 11g · Fees: other

  total $111,000

• 13 · Office expenses

  total $71,054

• 14 · Information technology

  total $87,562

• 16 · Occupancy

  total $111,835

• 17 · Travel

  total $5,599

• 19 · Conferences, conventions and meetings

  total $5,628

• 23 · Insurance

  total $9,397

• 24a · Other expenses: REGULATORY FEES AND TAX

  total $18,579

• 24b · Other expenses: DEPRECIATION EXPENSE AL

  total $15,462

• 24c · Other expenses: EDUCATION

  total $1,384

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $2,014,305 · end of year $2,248,353

• 2 · Savings and temporary cash investments

  beginning of year $2,237,286 · end of year $703,750

• 4 · Accounts receivable

  beginning of year $6,189,453 · end of year $6,044,487

• 9 · Prepaid expenses and deferred charges

  beginning of year $5,567 · end of year $24,567

• 11 · Investments: publicly traded securities

  beginning of year $19,417,537 · end of year $19,062,935

• 12 · Investments: other securities

  beginning of year $10,192,772 · end of year $6,256,403

• 15 · Other assets

  beginning of year $1,083,000 · end of year $1,083,000

• 17 · Accounts payable and accrued expenses

  beginning of year $356,089 · end of year $373,525

• 25 · Other liabilities

  beginning of year $266,711 · end of year $237,792

• 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 $40,517,120 · end of year $34,812,178

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS.

Related corporations and trusts

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

• A A A SHEET METAL INC

• A C GENTRY

• A D S INC

• A S L REFRIGERATION INC

• A ZAHNER COMPANY

• AW FARRELL & SON INC

• ABCO SIGN CO

• ACCU-FLOW BALANCING CO LLC

• ADVANCED AIR SERVICE GROUP

• ADVANCED SHEET METAL

• AELLA INDUSTRIES

• AERDUX INCORPORATED

• AIR BALANCING ENGINEERS

• AIR CONCEPTS INC

• AIR TIGHT HEATING & COOLING

• AJM MECHANICAL LLC

• ALLIED POWER SERVICES LLC

• AMERICAN MECHANICAL & CONTRACT

• ASC SHEET METAL LLC

• AXIS KITCHEN INSTALLATIONS LL

• BLANSKI ENERGY MANAGEMENT

• BONLAND INDUSTRIES

• BURKE & COMPANY LLC

• BURKHARDT MECHANICAL

• C R MEYER AND SONS COMPANY

• CADDX3 LLC

• CAHILL SKETCHING & INSPECTING

• CAMDEN MECHANICAL

• CHRISTIANA MECHANICAL INC

• CITY SIGN SERVICE

• CLEAR CHANNEL OUTDOOR

• COMMERCIAL AIR CONSTRUCTION

• COMPASS SIGN CO

• COMPREHENSIVE TESTBALANC

• CONTROLLED TEMPERATURE SYSTEMS

• CROSS COUNTRY FOOD SER INS

• CUSTOM FINISHERS INC

• D J SMITH INDUSTRIAL INC

• DA SIGNS & SERVICES

• DAY & ZIMMERMAN

• DIRECT AIR MECHANICAL

• DOUBLE D SHEET METAL INC

• DOWNTOWN MECHANICAL LLC

• DREAM MECHANICAL

• DUCT DR MIRACLE ENVIRONMENTAL

• DUCTZ

• DWD MECHANICAL CONTRACTOR INC

• DYNAMIC BALANCING CO INC

• EASTERN AIR BALANCE CORP

• EASTERN SIGN TECH LLC

• EGAN HVAC INSTALLATIONS

• ENERPLEX MECHANICAL

• EPAY INC

• ERNEST D MENOLD INC

• FETCHEN SHEET METAL

• FISHER BALANCING COMPANY

• FLOOD & STERLING INC

• G R SPONAUGLE & SONS

• GBI INCTHERMAL PIPING

• GENESIO COMPANY

• H L THOMAS INC

• H T LYONS

• HAYS SHEET METAL COMPANY

• HRANEC SHEET METAL INC

• HUNTER MECHANICAL INC

• HYGRADE INSULATORS INC

• I D GRIFFITH INC (DE)

• INDEPENDENT BALANCING

• INTERNATIONAL TRAINING INSTITU

• J & M CUSTOM SHEET METAL LLC

• J & S FABRICATIONSLLC

• JOSEPH OAT CORP

• KAM SHEET METAL LLC

• KIKER SHEET METAL

• KOTTCAMP SHEET METAL

• L S MECHANICAL

• LEFFLER ENERGY CORP

• LEHIGH COUNTY AUTHORITY

• LEHIGH S M ERECTING CO

• LEIBOLD INC

• LITTLE BITTS SERVICE INC

• LOR-MAR MECHANICAL LLC

• LUTHE SHEET METAL INC

• M D ROOFING

• MARCLINE SHEET METAL

• MARLYN SHEET METAL INC

• MARX SHEET METAL

• MASSARA METALS INC

• MAXIMUM MECHANICAL

• MCCLURE COMPANY

• MEK-TEK HVACLLC

• METAL ALLIANCE INC

• MID-ATLANTIC MECHANICAL

• MODERN CONTROLS

• MRC SIGNS

• NATIONAL BALANCING CO

• NATIONAL ENVIRONMENTAL CONTRAC

• NORTHEAST MECHANICAL

• NOVA SIGN GROUP

• OPTIMUM PERFORMANCE BALANCING

• ORELAND SHEET METAL INC

• ORELAND SHEET METAL INC

• PA STATE BLDG & CONS TRADES

• PRECISION AIR DESIGNS LLC

• PREFERRED PLUMBING & HTG

• PREMIER ARCHITECTURAL S M LLC

• PRIME SHEET METAL INC

• PROGRESSIVE S M CO K&Z

• RADICK CORPORATION

• REAM ROOFING ASSOCIATES

• RESTAURANT VENT DESIGN

• RLM MECHANICAL LLC

• ROBERT G GANTER JR CONT

• RODNEY B SMITH PLUMBINGHEATIN

• ROTH BROS INC

• SANKS MECHANICAL

• SCANLON ASSOCIATES

• SKETCHING SOLUTIONS LLC

• SOUTH JERSEY METAL INC

• SOUTH JERSEY SIGN & CONSTR LLC

• SOUTH PHILLY CUSTOM METAL

• SOUTHERN COMFORT MECHANICAL IN

• SOUTHLAND IND MECHANICAL

• SPECIALTY FABRICATORS INC

• SSM INDUSTRIES INC

• STS SHEET METAL

• SUN MECHANICAL SYSTEMS

• TAB SYSTEMS INC

• TABWORKS INC

• TCS HEATING & AC

• THOMAS CO INC

• TRIAD BLDG SPEC

• V & G CLIMATE SERVICES INC

• W F SMITH

• W SOULE & CO

• WARKO ROOFING COMPANY INC

• WM J DONOVAN CO

• ZARAGOZA BUILDING & CONSTRUCTI

• ZELLA INDUSTRIES LLC