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← MACHINERY MOVERS RIGGERS & ERECTORS 136 HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2024

Filed by MACHINERY MOVERS RIGGERS & ERECTORS 136 HEALTH & WELFARE TRUST FUND.

Totals

Total revenue
$3,408,161
Total expenses
$4,806,799
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,138,222
Investment income
$269,939
Other revenue
$0
Total assets, end of year
$5,319,309
Total liabilities, end of year
$4,657,902
Net assets or fund balances, end of year
$661,407
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 $3,058,872 · related or exempt $3,058,872

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $79,350 · related or exempt $79,350

  • 3 · Investment income

    total $151,535 · excluded $151,535

  • 7a · Gross sales of assets other than inventory

    securities $7,141,390

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

    securities $7,022,986

  • 7c · Gain or loss

    securities $118,404

  • 7d · Net gain or loss

    total $118,404 · excluded $118,404

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,446,172

  • 11a · Fees: management

    total $95,100

  • 11b · Fees: legal

    total $5,411

  • 11c · Fees: accounting

    total $24,500

  • 11f · Fees: investment management

    total $27,896

  • 11g · Fees: other

    total $177,826

  • 13 · Office expenses

    total $22,188

  • 23 · Insurance

    total $7,286

  • 24a · Other expenses: ACA FEES

    total $420

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $418,932 · end of year $420,279

  • 2 · Savings and temporary cash investments

    beginning of year $60,382 · end of year $37,000

  • 4 · Accounts receivable

    beginning of year $215,926 · end of year $235,015

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,231 · end of year $45,755

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

    $93,043

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

    $44,288

  • 10c · Land, buildings and equipment, net

    beginning of year $90,629 · end of year $48,755

  • 11 · Investments: publicly traded securities

    beginning of year $4,611,720 · end of year $4,153,327

  • 15 · Other assets

    beginning of year $45,219 · end of year $379,178

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,974 · end of year $12,017

  • 25 · Other liabilities

    beginning of year $3,415,681 · end of year $4,645,885

  • 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 $2,017,384 · end of year $661,407

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND DISABILITY BENEFITS.

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

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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Randy Olson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Robert J Fulton

    TRUSTEE

    Total calculated
    $315,518
    From this org
    $0
    From related orgs
    $169,360
    Other
    $146,158
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,815 related
    Bonus
    $0
    Other
    $0 + $545 related
    Deferred
    $0 + $119,436 related
    Nontaxable benefits
    $0 + $26,722 related
    Filer's total
    $0 + $315,518 related

  • William Joyce

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Vernon Stoub

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Mike Gibas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Robert F Fulton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • John Stone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Kevin Fontana

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 1 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.

  • ADVANCED STEEL ERECTORS LLC

  • AMERICAN RIGGING & MILLWRIGHT SERVICES INC

  • ARS CONTRACTING INC

  • BARNHART CRANE & RIGGING

  • CENTRAL MACHINERY MOVERS INC

  • CONTAINER CARGO MANAGEMENT

  • EDWARDS MOVING & RIGGING INC

  • EMPLOYCO SERVICES

  • EXPO GROUP

  • EXTREME REACH CREW SERVICES

  • FREEMAN EXPOSITIONS LLC

  • G&L CORP

  • GLOBAL EXPERIENCE SPECIALISTS INC (GES)

  • HARGROVE INC

  • INTERNATIONAL INDUSTRIAL CONTRACTING CORPORATION

  • LEE MACHINERY MOVERS INC

  • MIDEAST MACHINERY MOVERS INC

  • MRL ENTERPRISES INC

  • OH RODSETH CO

  • PACK EXPO SERVICES

  • REED MACHINERY & TRANSPORTATION CO

  • SHEPARD EXPOSITION SERVICES

  • SHOW-BIZ USA

  • STANDARD CARTAGE CO INC

  • STEVENSON CRANE RIGGING & HEAVY HAUL

  • T&A RIGGING INC

  • TKO INSTALLATION INC NO MID AMERICA

  • TRU SERVICE GROUP INC

  • USMM INC

  • VILLAGE OF ROSEMONT RES

  • WEITZ INDUSTRIAL LLC

Provenance

Return type
form_990
Tax year
2024
Filed
27 February 2026
IRS schema version
2024v5.5
Source object
202600619349300865

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