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← IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST

Form 990 for tax year 2023

Filed by IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST.

Totals

Total revenue
$9,545,229
Total expenses
$8,578,168
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,183,831
Investment income
$361,398
Other revenue
$0
Total assets, end of year
$10,049,876
Total liabilities, end of year
$843,234
Net assets or fund balances, end of year
$9,206,642
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 $9,162,340 · related or exempt $9,162,340

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $21,491 · related or exempt $21,491

  • 3 · Investment income

    total $277,043 · excluded $277,043

  • 7a · Gross sales of assets other than inventory

    securities $3,684,968

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

    securities $3,600,613

  • 7c · Gain or loss

    securities $84,355

  • 7d · Net gain or loss

    total $84,355 · excluded $84,355

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,827,171

  • 5 · Compensation of officers, directors and key employees

    total $4,381

  • 11a · Fees: management

    total $174,668

  • 11b · Fees: legal

    total $12,046

  • 11c · Fees: accounting

    total $76,018

  • 11f · Fees: investment management

    total $43,125

  • 11g · Fees: other

    total $416,817

  • 13 · Office expenses

    total $15,028

  • 19 · Conferences, conventions and meetings

    total $4,073

  • 23 · Insurance

    total $3,616

  • 24a · Other expenses: AFFORDABLE CARE ACT FEE

    total $1,225

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,624,043 · end of year $793,741

  • 2 · Savings and temporary cash investments

    beginning of year $34,152 · end of year $691,041

  • 4 · Accounts receivable

    beginning of year $205,578 · end of year $359,369

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,024 · end of year $158,357

  • 11 · Investments: publicly traded securities

    beginning of year $4,212,741 · end of year $7,439,327

  • 15 · Other assets

    beginning of year $469,898 · end of year $608,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,181 · end of year $38,263

  • 25 · Other liabilities

    beginning of year $368,968 · end of year $804,971

  • 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 $6,117,287 · end of year $9,206,642

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Schneider

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen Lamb

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Vic Conellier

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Gardiner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Young

    TRUSTEE

    Total calculated
    $112,557
    From this org
    $0
    From related orgs
    $78,988
    Other
    $33,569
    Hours/week
    1 + 40 related

  • John Beilek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Dean

    FORMER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

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 corporations and trusts

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

  • ABSTRACT WELDING SERVICES LLC

  • ALLEN GAUGE SPECIALTY SEAL GROUP

  • AMERICAN FABRICATORS INC HW

  • ARLINGTON STRUCTURAL STEEL HW

  • BALTIMORE STEEL ERECTORS

  • C & C IRON INC HW

  • CI CONTRACTING CO

  • D&D MECHANICAL INC

  • DAVID ARCHITECTURAL METALS INC HW

  • DORMAKABA USA INC-H&W

  • EPIC METALS CORPORATION

  • ER INDUSTRIAL INC

  • FABRICATING & WELDING CORP HW

  • FEDERAL STEEL & ERECTION CO

  • GREMP STEEL COMPANY HW

  • GROLL ORNAMENTAL IRON WORKS

  • HILLSDALE FABRICATORS

  • KINCAID MFG INC

  • KUPFERER BROTHERS IRON WORKS INC

  • LB FOSTER COMPANY

  • MASON STRUCTURAL STEEL

  • MECHANICAL & INDUSTRIAL STEEL SERVICES HW

  • MINNOTTE MANUFACTURING CORP

  • MODERN METALS INC

  • MUNSTER STEEL CO INC HW

  • RALPH H SIMPSON CO HW

  • STANDARD BOILER TANK & TESTING SRV HW

  • STRUCTURAL STRATEGIES INC HW

  • TLC TRADITIONAL LOGISTICS & CARTAGE

  • TSI ARCHITECTURAL METALS INC

  • VETRO BUILDING ENVELOPE LLC

  • WABASH STEEL HW

  • WESTERN ARCHITECTURAL IRON HW

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202521279349302282

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