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← SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND

Form 990 for tax year 2024

Filed by SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND.

Totals

Total revenue
$5,738,671
Total expenses
$6,195,988
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,588,613
Investment income
$150,058
Other revenue
$0
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: CONTRACTOR CONTRIBUTIO

    total $5,120,217 · related or exempt $5,120,217

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $468,396 · related or exempt $468,396

  • 3 · Investment income

    total $141,723 · excluded $141,723

  • 7a · Gross sales of assets other than inventory

    securities $8,335

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

    securities $0

  • 7c · Gain or loss

    securities $8,335

  • 7d · Net gain or loss

    total $8,335 · excluded $8,335

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $5,495,489

  • 7 · Other salaries and wages

    total $88,524

  • 8 · Pension plan contributions

    total $16,492

  • 10 · Payroll taxes

    total $8,719

  • 11b · Fees: legal

    total $23,251

  • 11c · Fees: accounting

    total $55,332

  • 11f · Fees: investment management

    total $5,833

  • 11g · Fees: other

    total $46,000

  • 13 · Office expenses

    total $65,128

  • 14 · Information technology

    total $11,775

  • 19 · Conferences, conventions and meetings

    total $83

  • 23 · Insurance

    total $15,474

  • 24a · Other expenses: STOP/LOSS PREMIUMS

    total $352,997

  • 24b · Other expenses: PCORI FEES

    total $10,577

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $314

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $807,045 · end of year $0

  • 2 · Savings and temporary cash investments

    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

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $3,413,721 · end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $1,000 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · 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 $4,221,766 · end of year $0

Mission and programs · 2024

Mission

NONE

Activities or mission (Part I)

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS

  • PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS

As filed on the 2024 return.

Listed in Part VII

  • Michael Lafleur

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony Vieira

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Edward O'Keefe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daniel Kleegerg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Powell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Gunning

    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.

  • BARNABY HEATING & COOLING LLC

    MA

  • BONNER SHEET METAL CORP

    MA

  • CARL FISHER COMPANY INC

    MA

  • CRRC MA

    MA

  • DOBBERT COMPANIES INC

    MA

  • GREENWOOD INDUSTRIES INC

    MA

  • JD RIVET CO

    MA

  • KLEEBERG MECHANICAL SERVICES LLC

    MA

  • KLEEBERG SHEET METAL INC

    MA

  • LABCO AIR & WATER BALANCING INC

    CT

  • LK SHEET METAL

    CT

  • M&W HEATING

    MA

  • MCGILL AIRFLOW LLC

    MA

  • MORDERNIZED ARCHITECTURAL SHEET METAL

    MA

  • MORAN SHEET METAL INC

    MA

  • N&T MECHANICAL CONTRACTORS INC

    MA

  • NORTHEAST HVAC INC

    MA

  • PERFORMANCE TESTING & BALANCING LLC

    MA

  • PITTSFIELD PIPERS INC

    MA

  • PRECISION AIR TESTING & BALANCING INC

    RI

  • ROYAL STEAM HEATER COMPANY

    MA

  • SMW LOCAL 63 APP BOOKKEEPER

    MA

  • SMW #63 LABOR MANAGEMENT

    MA

  • SMW LOCAL #63 APPR INSTR

    MA

  • TITAN ROOFING INC

    MA

  • US TEST & BALANCE GROUP

    NY

  • WILLIAM F LYNCH COMPANY

    MA

  • WORCESTER AIR CONDITIONING LLC

    MA

  • YANKEE SHEET METAL INC

    CT

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
2024
Filed
21 October 2025
IRS schema version
2024v5.2
Source object
202533049349301483

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