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← LOCAL UNION 2158 HEALTH AND WELFARE FUND

Form 990 for tax year 2022

Filed by LOCAL UNION 2158 HEALTH AND WELFARE FUND.

Totals

Total revenue
-$125,464
Total expenses
$714,114
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$184,007
Investment income
-$314,440
Other revenue
$4,969
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
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 $184,007 · related or exempt $184,007

  • 3 · Investment income

    total $30,156 · excluded $30,156

  • 7a · Gross sales of assets other than inventory

    securities $1,975,150

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

    securities $2,319,746

  • 7c · Gain or loss

    securities -$344,596

  • 7d · Net gain or loss

    total -$344,596 · excluded -$344,596

  • 11a · Other revenue: OTHER INCOME

    total $4,969 · excluded $4,969

  • 11e · Other revenue, total

    $4,969

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $546,898

  • 11a · Fees: management

    total $35,023

  • 11b · Fees: legal

    total $20,659

  • 11c · Fees: accounting

    total $68,354

  • 11f · Fees: investment management

    total $15,138

  • 13 · Office expenses

    total $4,539

  • 14 · Information technology

    total $2,565

  • 16 · Occupancy

    total $1,800

  • 19 · Conferences, conventions and meetings

    total $273

  • 23 · Insurance

    total $16,467

  • 24a · Other expenses: MISCELLANEOUS

    total $2,398

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $888,011 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,071,245 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 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 $2,959,256 · end of year $0

Mission and programs · 2022

Mission

PROVIDE HEALTH AND WELFARE BENEFITS

  • TO PROVIDE SUPPLEMENTAL HEALTHCARE AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND/OR THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT AND SCHEDULE OF BENEFITS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Elgatian

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Steve Bark

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Derek McClain

    TRUSTEE

    Total calculated
    $193,874
    From this org
    $0
    From related orgs
    $109,988
    Other
    $83,886
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $109,988 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $61,499 related
    Nontaxable benefits
    $0 + $22,387 related
    Filer's total
    $0 + $193,874 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 corporations and trusts

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

  • ADVANTAGE INDUS

    CONTRIBUTING EMPLOYER

  • AECON TECHNICAL

    CONTRIBUTING EMPLOYER

  • AHC MECHANICAL

    CONTRIBUTING EMPLOYER

  • AIMS MECHANICAL

    CONTRIBUTING EMPLOYER

  • ALBERICI CONST

    CONTRIBUTING EMPLOYER

  • ALLIED POWER LLC

    CONTRIBUTING EMPLOYER

  • AMERICAN RIGGING

    CONTRIBUTING EMPLOYER

  • APCOM POWER

    CONTRIBUTING EMPLOYER

  • ATLANTIC PLANT

    CONTRIBUTING EMPLOYER

  • AXIS MECHANICAL

    CONTRIBUTING EMPLOYER

  • BILFINGER

    CONTRIBUTING EMPLOYER

  • BLAHNIK CONSTR

    CONTRIBUTING EMPLOYER

  • BOLDT

    CONTRIBUTING EMPLOYER

  • CENTRAL MILLWRIGHT

    CONTRIBUTING EMPLOYER

  • CFM- VR TESCO

    CONTRIBUTING EMPLOYER

  • CHICAGO REGIONAL

    CONTRIBUTING EMPLOYER

  • COTTER TURBINE SERVICE

    CONTRIBUTING EMPLOYER

  • CR MEYER & SONS

    CONTRIBUTING EMPLOYER

  • DOERFER FIELD SERVICES

    CONTRIBUTING EMPLOYER

  • DORAL CORPORATION

    CONTRIBUTING EMPLOYER

  • ETHOS ENERGY

    CONTRIBUTING EMPLOYER

  • FRANK MILLARD

    CONTRIBUTING EMPLOYER

  • GREGORY CONSTR

    CONTRIBUTING EMPLOYER

  • HAYES MECHANICAL

    CONTRIBUTING EMPLOYER

  • ICC COMMONWEALTH

    CONTRIBUTING EMPLOYER

  • ICON INDUSTRIAL

    CONTRIBUTING EMPLOYER

  • INDUSTRIAL SERVICES GROUP

    CONTRIBUTING EMPLOYER

  • INTERNATIONAL INDUSTRIAL CONTRACTING

    CONTRIBUTING EMPLOYER

  • KEY CONTRACTING

    CONTRIBUTING EMPLOYER

  • KINETIC CONTRUC

    CONTRIBUTING EMPLOYER

  • KIRK ERECTORS

    CONTRIBUTING EMPLOYER

  • LILJA

    CONTRIBUTING EMPLOYER

  • LPW-I

    CONTRIBUTING EMPLOYER

  • MA MORTENSON

    CONTRIBUTING EMPLOYER

  • MAMMOET NORTHERN

    CONTRIBUTING EMPLOYER

  • MAS RIGGING INC

    CONTRIBUTING EMPLOYER

  • MCT SERVICE LLC

    CONTRIBUTING EMPLOYER

  • MID-AMERICA SYSTEMS CO

    CONTRIBUTING EMPLOYER

  • MIDWEST MILLWRIGHT SERVICES

    CONTRIBUTING EMPLOYER

  • MILLWR SERVICE INC

    CONTRIBUTING EMPLOYER

  • MIRON CONSTRUCTION

    CONTRIBUTING EMPLOYER

  • MUSGRAVE INDUSTRIAL CORP

    CONTRIBUTING EMPLOYER

  • NEWELL MACHINERY

    CONTRIBUTING EMPLOYER

  • NORTHWEST STEEL

    CONTRIBUTING EMPLOYER

  • PARAMOUNT MILLWR

    CONTRIBUTING EMPLOYER

  • PRECISION MECH

    CONTRIBUTING EMPLOYER

  • SECO SYSTEM ENT

    CONTRIBUTING EMPLOYER

  • SEITHER & CHERRY

    CONTRIBUTING EMPLOYER

  • SIEMENS GEN

    CONTRIBUTING EMPLOYER

  • SJOSTROM & SON

    CONTRIBUTING EMPLOYER

  • SPX

    CONTRIBUTING EMPLOYER

  • ST COTTER TURBINE

    CONTRIBUTING EMPLOYER

  • STAINLESS SPEC

    CONTRIBUTING EMPLOYER

  • SYSTEM ENTERPRISE

    CONTRIBUTING EMPLOYER

  • TURBINEPROS

    CONTRIBUTING EMPLOYER

  • VISSERING

    CONTRIBUTING EMPLOYER

  • WALBRIDGE EQUIP

    CONTRIBUTING EMPLOYER

  • WEITZ CO

    CONTRIBUTING EMPLOYER

  • WESTERN INDUSTRIAL

    CONTRIBUTING EMPLOYER

  • WESTMONT

    CONTRIBUTING EMPLOYER

  • WHITE CONSTRUCT

    CONTRIBUTING EMPLOYER

  • WINGER MECH

    CONTRIBUTING EMPLOYER

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
25 September 2023
IRS schema version
2022v5.0
Source object
202302689349301450

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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