Form 990 for tax year 2024
Filed by INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND.
Totals
- Total revenue
- $74,655,518
- Total expenses
- $65,947,873
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $66,820,396
- Investment income
- $2,520,223
- Other revenue
- $5,314,899
- Total assets, end of year
- $77,628,509
- Total liabilities, end of year
- $391,025
- Net assets or fund balances, end of year
- $77,237,484
- 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 $58,981,752 · related or exempt $58,981,752
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIO
total $7,838,644 · related or exempt $7,838,644
-
3 · Investment income
total $2,154,578 · excluded $2,154,578
-
7a · Gross sales of assets other than inventory
securities $28,008,351
-
7b · Less cost or other basis and sales expenses
securities $27,642,706
-
7c · Gain or loss
securities $365,645
-
7d · Net gain or loss
total $365,645 · related or exempt $365,645
-
11a · Other revenue: PRESCRIPTION REBATES
total $5,142,372 · related or exempt $5,142,372
-
11b · Other revenue: SECURITIES LITIGATION
total $165,838 · related or exempt $165,838
-
11d · All other revenue
total $6,689 · related or exempt $6,689
-
11e · Other revenue, total
$5,314,899
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $61,504,264
-
11a · Fees: management
total $1,635,050
-
11b · Fees: legal
total $258,885
-
11c · Fees: accounting
total $108,651
-
11f · Fees: investment management
total $258,236
-
11g · Fees: other
total $45,769
-
13 · Office expenses
total $165,120
-
17 · Travel
total $39,808
-
19 · Conferences, conventions and meetings
total $144,784
-
21 · Payments to affiliates
total $4,688
-
23 · Insurance
total $430,777
-
24a · Other expenses: PPO FEES
total $1,159,896
-
24b · Other expenses: BANK CHARGES
total $58,621
-
24c · Other expenses: DENTAL PREMIUM FEES
total $57,123
-
24d · Other expenses: OTHER EXPENSE
total $52,650
-
24e · All other expenses
total $23,551
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $11,041,551 · end of year $16,740,930
-
2 · Savings and temporary cash investments
beginning of year $1,638,314 · end of year $3,439,103
-
4 · Accounts receivable
beginning of year $6,328,403 · end of year $6,326,036
-
9 · Prepaid expenses and deferred charges
beginning of year $31,895 · end of year $37,172
-
11 · Investments: publicly traded securities
beginning of year $49,733,204 · end of year $51,085,268
-
17 · Accounts payable and accrued expenses
beginning of year $1,003,926 · end of year $132,489
-
25 · Other liabilities
beginning of year $207,564 · end of year $258,536
-
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 $67,561,877 · end of year $77,237,484
Mission and programs · 2024
Mission
PROVIDE MEDICAL BENEFITS TO MEMBERS OF THE INSULATORS AND ALLIED WORKERS MEDICAL FUND.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS.
-
PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT.
As filed on the 2024 return.
Listed in Part VII
-
Terry BurkeTERRY BURKE
UNION TRUSTEE LOCAL 8
- Total calculated
- $94,724
- From this org
- $0
- From related orgs
- $94,724
- Other
- $0
- Hours/week
- 2 + 40 related
-
Donald StanleyDONALD STANLEY
UNION TRUSTEE LOCAL 13
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Jason SmithJASON SMITH
UNION TRUSTEE LOCAL 18
- Total calculated
- $82,488
- From this org
- $0
- From related orgs
- $82,488
- Other
- $0
- Hours/week
- 2 + 40 related
-
Lacy WolfLACY WOLF
UNION TRUSTEE LOCAL 22
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Charles MartinCHARLES MARTIN
UNION TRUSTEE LOCAL 27
- Total calculated
- $174,796
- From this org
- $0
- From related orgs
- $117,984
- Other
- $56,812
- Hours/week
- 2 + 40 related
-
Jim ListerJIM LISTER
UNION TRUSTEE LOCAL 28
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Steven CarrSTEVEN CARR
UNION TRUSTEE LOCAL 37
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Dalyn RoseDALYN ROSE
UNION TRUSTEE LOCAL 41
- Total calculated
- $80,035
- From this org
- $0
- From related orgs
- $80,035
- Other
- $0
- Hours/week
- 2 + 40 related
-
Khris ShivelyKHRIS SHIVELY
UNION TRUSTEE LOCAL 45
- Total calculated
- $175,404
- From this org
- $0
- From related orgs
- $102,883
- Other
- $72,521
- Hours/week
- 2 + 40 related
-
Charlie WoodyCHARLIE WOODY
UNION TRUSTEE LOCAL 46
- Total calculated
- $112,888
- From this org
- $0
- From related orgs
- $112,888
- Other
- $0
- Hours/week
- 2 + 40 related
-
Ken SlavenKEN SLAVEN
UNION TRUSTEE LOCAL 48
- Total calculated
- $99,025
- From this org
- $0
- From related orgs
- $99,025
- Other
- $0
- Hours/week
- 2 + 40 related
-
Daniel PoteetDANIEL POTEET
UNION TRUSTEE LOCAL 50
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Brian FineganBRIAN FINEGAN
UNION TRUSTEE LOCAL 51
- Total calculated
- $79,590
- From this org
- $0
- From related orgs
- $73,907
- Other
- $5,683
- Hours/week
- 2 + 40 related
-
Steve OverbySTEVE OVERBY
UNION TRUSTEE LOCAL 69
- Total calculated
- $105,473
- From this org
- $0
- From related orgs
- $105,473
- Other
- $0
- Hours/week
- 2 + 40 related
-
Casey WolfeCASEY WOLFE
UNION TRUSTEE LOCAL 73
- Total calculated
- $126,865
- From this org
- $0
- From related orgs
- $89,208
- Other
- $37,657
- Hours/week
- 2 + 40 related
-
Bo ModlinBO MODLIN
UNION TRUSTEE LOCAL 74
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Andrew MillerANDREW MILLER
UNION TRUSTEE LOCAL 75
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Ron Piersol JrRON PIERSOL JR
UNION TRUSTEE LOCAL 80
- Total calculated
- $203,646
- From this org
- $0
- From related orgs
- $101,871
- Other
- $101,775
- Hours/week
- 2 + 40 related
-
Bryan Matt BerlinBRYAN MATT BERLIN
UNION TRUSTEE LOCAL 86
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Joe Blake JoynerJOE BLAKE JOYNER
UNION TRUSTEE LOCAL 90
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Dale CullumDALE CULLUM
UNION TRUSTEE LOCAL 92
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Roger BrownROGER BROWN
UNION TRUSTEE LOCAL 94
- Total calculated
- $69,278
- From this org
- $0
- From related orgs
- $69,278
- Other
- $0
- Hours/week
- 2 + 40 related
-
Walter Butler JrWALTER BUTLER JR
UNION TRUSTEE LOCAL 96
- Total calculated
- $104,675
- From this org
- $0
- From related orgs
- $104,675
- Other
- $0
- Hours/week
- 2 + 40 related
-
John GrayJOHN GRAY
UNION TRUSTEE LOCAL 114
- Total calculated
- $48,148
- From this org
- $0
- From related orgs
- $45,593
- Other
- $2,555
- Hours/week
- 2 + 40 related
-
James ListerJAMES LISTER
UNION TRUSTEE LOCAL AWLU
- Total calculated
- $272,726
- From this org
- $0
- From related orgs
- $220,295
- Other
- $52,431
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $220,295 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $220,295 related
-
Terry LarkinTERRY LARKIN
UNION TRUSTEE LOCAL AWLU
- Total calculated
- $494,124
- From this org
- $0
- From related orgs
- $441,693
- Other
- $52,431
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $441,693 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $441,693 related
-
James G DiersingJAMES G DIERSING
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Carl SchultzCARL SCHULTZ
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Robert GreinROBERT GREIN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
James GribbinsJAMES GRIBBINS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Joel HobbsJOEL HOBBS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
James GribbinsJAMES GRIBBINS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Rodney HamiltonRODNEY HAMILTON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Glenn CrouseGLENN CROUSE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
David HeadrickDAVID HEADRICK
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Jared GoodsiteJARED GOODSITE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Michaael HaydenMICHAAEL HAYDEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
William ChurlyWILLIAM CHURLY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tim BlalockTIM BLALOCK
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
R Dean BurowsR DEAN BUROWS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Stephen HusbandsSTEPHEN HUSBANDS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Pat PrincePAT PRINCE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Ken GradelessKEN GRADELESS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Dan PattersonDAN PATTERSON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tim BlalockTIM BLALOCK
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tony GreenTONY GREEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tim LeftwichTIM LEFTWICH
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
John LambertonJOHN LAMBERTON
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 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.
-
NATIONAL ASBESTOS WORKERS PENSION FUND
401(A) · PENSION FUND · FL
-
INT'L ASSOC OF H&F INSUL & ALLIED WKRS
501(C)(5) · LABOR UNION · MD
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.
-
3MC MOBILE & MECHANICAL REPAIR
-
A & W PLUMBLING & HEATING
-
A&K INSULATION (CHAMPAIGN)
-
A-1 INSULATION
-
ABATEMENT & ENVIRONMENTAL SERVICES
-
ACTION INSULATION
-
ADVANCED INDUSTRIAL
-
ADVANCED NUCLEAR LLC
-
AECON-WACHS TECHNICAL SERVICES
-
ALL SERVICES INSULATION LLC
-
ALL TEMP INSUL
-
ALL TEMP INSULATION
-
ALLIANCE SPECIALTIES INC
-
ALLIED POWER SERVICES MICHIGAN
-
ALLOYD INSULATION CO
-
ALPHA MECHANICAL
-
AMERICAN ENERGY CONTRACTO
-
AMERICAN PATRIOT INSULATION
-
AMEX NOOTER
-
AMITY PARTNERS INC
-
ANCHOR INSULATION OF CENTRAL FL INC
-
API INC
-
ARGUS CONTRACTING
-
ARIZONA HEAT & FROST JATC LU73
-
ASBESTOS WORKERS LU 18
-
ASBESTOS WORKERS LU 27
-
ASBESTOS WORKERS LU 28
-
ASBESTOS WORKERS LU 37
-
ASBESTOS WORKERS LU 41
-
ASBESTOS WORKERS LU 46
-
ASBESTOS WORKERS LU 48
-
ASBESTOS WORKERS LU 50
-
ASBESTOS WORKERS LU 51
-
ASBESTOS WORKERS LU 60
-
ASBESTOS WORKERS LU 69
-
ASBESTOS WORKERS LU 73
-
ASBESTOS WORKERS LU 8
-
ASBESTOS WORKERS LU 80
-
ASBESTOS WORKERS LU 86
-
ASBESTOS WORKERS LU 90
-
ASBESTOS WORKERS LU 92
-
ASBESTOS WORKERS LU 94
-
ASBESTOS WORKERS LU 96
-
ATLAS SPECIALTY INSULATION
-
ATS WELDING LLC
-
AUSTIN INSULATION
-
AXION SPECIALTY CONTRACTING
-
BARRACUDA MECHANICAL INSU
-
BAYSIDE INSULATION
-
BECHTEL CONSTRUCTION
-
BESTWAY ENERGY SERVICES
-
BESTWAY ENVIRONMENTAL SERVICES
-
BI STATE INSULATION
-
BONDY INSULATION
-
BRAND SAFWAY IND
-
BRANDON INSULATION
-
BREEDING INSULATION CO
-
BROCK INDUSTRIAL SERVICES
-
BUDROVICH SPECIALTY GROUP
-
BYROM'S THERMAL INSUL SYS
-
CALDWELL INSULATION
-
CAM INDUSTRIAL SOLUTIONS
-
CAPITOL INSULATION
-
CARDINAL INDUSTRIAL
-
CB INSULATION INC
-
CLAYS PERFORMANCE CONST L
-
CNS CONSOLIDATED NUCLEAR SOCIETY
-
COGBURN BROS INC
-
COLUMBUS CENTRAL OHIO BUILDING
-
CORNERSTONE SERVICES GR
-
CTI AND ASSOCIATES
-
CURRAHEE MECHANICAL INSULATION LLC
-
DAVIS-HOUK MECHANICAL INC
-
DAY & ZIMMERMAN
-
DAY & ZIMMERMANN NPS
-
DAYBREAK INSULATION CO
-
DIAMOND CONTRACTING INC
-
DK CONSTRUCTION CO
-
DKB INC
-
E P I INSUL COMPANY
-
ELITE ENVIRONMENTAL
-
ENERFAB POWER & INDUSTRIAL
-
ENERGY SOLUTIONS
-
EQUIPMENT INSULATION INC
-
FARGO INSULATION CO
-
FARWEST INSULATION CONTR
-
FIT TIGHT COVERS INC
-
FLUOR CONSTRUCTION INTERN
-
FLUOR MAINTENANCE SERVICE
-
FRONTIER INC
-
GEM GROUP
-
GEO V HAMILTON INC
-
GLOBAL SCAFFOLD CONSTRUCT
-
GRAHAM INDUSTRIAL MAINTENANCE INC
-
GRIBBINS INSULATION COMPANY
-
HAMILTON INSULATION INC
-
HAMILTON INSULATION SALES LLC
-
HARRIS INSULATION CO
-
HEADRICK INSULATION
-
HOLIAN INSULATION
-
HUDSON BAY INSULATION
-
HYATT INDUSTRIES
-
INDUSTRIAL ENVIRONMENTAL
-
INDUSTRIAL POWER SYSTEMS
-
INSCO
-
INSULATION MIDWEST
-
I-STAR ENERGY SOLUTIONS
-
J & S INSULATION
-
J AND R INSULATION
-
JATC ASBESTOS WRKS LU 50
-
JC INSULATION INC
-
JOHNSON THERMAL SOLUTIONS
-
JT THORPE & SON INC
-
KARBER MECHANICAL INSUL
-
KELZ ELITE INSULATION LLC
-
KRUSE CORPORATION
-
L & L MECHANICAL INS
-
LAGCO INSULATION
-
LIBERTY INSULATION
-
LINIHAN INSULATION INC
-
LMB COMPANIES LLC
-
LMI
-
LOUIS A ROSER COMPANY
-
LOUISVILLE MECHANICAL SERVICES
-
LPC CONTRACTING
-
LUSE THERMAL TECHNOLOGIES
-
M & M INSULATION
-
M & M MECHANICAL INSUL
-
M & O INSULATION CO
-
MACALJON
-
MAGNUM MECHANICAL INSULATION
-
MARATHON INSULATION
-
MATHIAS FABRICATION
-
MCABEE CONSTRUCTION INC
-
MEREDITH INSULATION
-
MICHIGAN MECHANICAL
-
MIDLAND THERMAL INC
-
MIDWEST INSULATION
-
NATL ENVIRO CONTRACTING
-
NELSON INSULATION CO
-
NEW AGE INSULATION INC
-
NO SWEAT KC
-
OHIO VALLEY INSUL
-
PAT'S INSULATION
-
PCI ENERGY
-
PEDERSEN INSULATION
-
PERFORMANCE ABATEMENT
-
PERFORMANCE CONTRACTING
-
PHILLIPS MECHANICAL INSULATION LLC
-
PREMIER INSULATION
-
PRIME INC
-
PRIME INSULATION
-
PRO INSULATION
-
PRO METALS DBA PRO INSULA
-
PROGRESSIVE INSULATION LLC
-
RAND INDUSTRIAL INSULATION
-
RELIABLE INSULATION
-
RELIANCE INSULATION CO
-
RIVAL INSULATION
-
S & M MECHANICAL INSULATION
-
S&L PLUMBING & MECHANICAL
-
SAVANNAH RIVER MISSION COMPLETION
-
SAVANNAH RIVER NUCLEAR SO
-
SENCO CONSTRUCTION INC
-
SIMERSON CONSTRUCTION
-
SKY USA
-
SOUTHCO INSULATION
-
SOUTHERN ASB ABATEMENT CO
-
SOUTHERN INSULATION
-
SOUTHERN MECHANICAL INSUL
-
SOUTHWEST SPECIALTY CONTR
-
SPARTA INSULATION
-
SPECIALTY CONTRACTING SERVICES
-
STAPLES INSULATION INC
-
SUPERIOR INDUSTRIAL INSUL
-
SUPERIOR INSULATION OF FL
-
THE EARLY CONSTRUCTION CO
-
THE JAMAR COMPANY
-
THERMAL DYNAMIX INSULATION
-
THERMAL SOLUTIONS
-
THERMO-TEC INSULATION
-
THORNBURGH INSULATION
-
TOLEDO MECHANICAL INSULAT
-
TOVIN INSULATION CONCEPTS
-
TRANSCO PRODUCTS
-
TRIANGLE INSULATION
-
TRU-FIT PRODUCTS LLC
-
TURNER INDUSTRIES GROUP
-
UNITED MECHANICAL INSUL
-
VENTECH INSULATION INC
-
VMI VALLEY MECHANICAL INS
-
VOLUNTEER METAL SYSTEMS
-
VULCAN ENVIRONMENTAL SERV
-
VULCAN INDUSTRIAL
-
WAI CONSTRUCTION GROUP LLC
-
WALSH INSULATION SERVICES
-
WARREN INSULATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621429349300042
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