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← PIPEFITTERS LOCAL 636 INSURANCE FUND

Form 990 for tax year 2022

Filed by PIPEFITTERS LOCAL 636 INSURANCE FUND.

Totals

Total revenue
$26,858,210
Total expenses
$25,509,554
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$25,922,453
Investment income
$310,051
Other revenue
$625,706
Total assets, end of year
$25,894,306
Total liabilities, end of year
$2,307,801
Net assets or fund balances, end of year
$23,586,505
Program services expenses (Part IX)
$25,509,554
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $25,727,616 · related or exempt $25,727,616

  • 2b · Program service revenue: SELF PAY

    total $194,837 · related or exempt $194,837

  • 3 · Investment income

    total $241,977 · excluded $241,977

  • 7a · Gross sales of assets other than inventory

    securities $5,958,029

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

    securities $5,889,955

  • 7c · Gain or loss

    securities $68,074

  • 7d · Net gain or loss

    total $68,074 · excluded $68,074

  • 11a · Other revenue: OTHER INCOME

    total $625,280 · related or exempt $625,280

  • 11b · Other revenue: LIEN SETTLEMENT

    total $426 · related or exempt $426

  • 11e · Other revenue, total

    $625,706

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $23,927,516 · program services $23,927,516

  • 11a · Fees: management

    total $1,266,433 · program services $1,266,433

  • 11b · Fees: legal

    total $92,313 · program services $92,313

  • 11c · Fees: accounting

    total $12,500 · program services $12,500

  • 11f · Fees: investment management

    total $36,984 · program services $36,984

  • 11g · Fees: other

    total $5,728 · program services $5,728

  • 12 · Advertising and promotion

    total $1,800 · program services $1,800

  • 13 · Office expenses

    total $125,387 · program services $125,387

  • 19 · Conferences, conventions and meetings

    total $9,029 · program services $9,029

  • 23 · Insurance

    total $18,063 · program services $18,063

  • 24a · Other expenses: FUNDING OF JAC

    total $13,801 · program services $13,801

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,347,825 · end of year $8,019,221

  • 2 · Savings and temporary cash investments

    beginning of year $48,417 · end of year $53,417

  • 4 · Accounts receivable

    beginning of year $2,991,750 · end of year $2,207,346

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,886 · end of year $16,059

  • 11 · Investments: publicly traded securities

    beginning of year $16,304,138 · end of year $15,598,263

  • 17 · Accounts payable and accrued expenses

    beginning of year $329,714 · end of year $901,138

  • 25 · Other liabilities

    beginning of year $4,378,388 · end of year $1,406,663

  • 27 · Net assets without donor restrictions

    beginning of year $19,997,914 · end of year $23,586,505

Mission and programs · 2022

Activities or mission (Part I)

TO PROVIDING HEALTH AND WELFARE BENEFITS TO LOCAL 636 MEMBERS AND THEIR BENEFICIARIES THROUGH A COLLECTIVELY BARGAINED TAFT HARTLEY TRUST FUND.

  • HOSPITAL, MEDICAL, DENTAL, LIFE, VISION, HEARING, RX, DISABILITY, AND OTHER SUPPLEMENTAL BENEFITS PAID TO OR ON BEHALF OF MEMBERS FOR PIPEFITTERS LOCAL NO. 636 AND THEIR DEPENDENTS AND BENEFICIARIES.

As filed on the 2022 return.

Listed in Part VII

  • SAM CADENA

    CHAIMAN

    Total calculated
    $125,998
    From this org
    $0
    From related orgs
    $125,998
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $117,397 related
    Bonus
    not reported
    Other
    not reported + $8,601 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $125,998 related

  • ANTONI SIEVERT

    BUSINESS AGE

    Total calculated
    $115,882
    From this org
    $0
    From related orgs
    $115,882
    Other
    $0
    Hours/week
    1 + 40 related

  • JAKE REGITS

    BUSINESS AGE

    Total calculated
    $107,562
    From this org
    $0
    From related orgs
    $107,562
    Other
    $0
    Hours/week
    1 + 40 related

  • MICHAEL FLESHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER FREEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN GREEN

    SECRETARY

    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. 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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
29 May 2024
IRS schema version
2022v5.0
Source object
202411659349301101

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