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← FLINT AREA SHEET METAL WORKERS HEALTH & WELFARE FUND

Form 990 for tax year 2024

Filed by FLINT AREA SHEET METAL WORKERS HEALTH & WELFARE FUND.

Totals

Total revenue
$4,120,414
Total expenses
$4,189,689
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,044,171
Investment income
$76,243
Other revenue
$0
Total assets, end of year
$6,115,892
Total liabilities, end of year
$2,427,649
Net assets or fund balances, end of year
$3,688,243
Program services expenses (Part IX)
$4,189,689
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,189,689

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: EMPLYER CONTRIBUTIONS

    total $3,411,484 · related or exempt $3,411,484

  • 2b · Program service revenue: MEMBER SELF-PAYMENTS

    total $515,404 · related or exempt $515,404

  • 2c · Program service revenue: EMPLYER CONTR TO 401(H)

    total $117,283 · related or exempt $117,283

  • 3 · Investment income

    total $76,243 · excluded $76,243

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,683,598 · program services $3,683,598

  • 11a · Fees: management

    total $378,993 · program services $378,993

  • 11b · Fees: legal

    total $14,627 · program services $14,627

  • 11c · Fees: accounting

    total $19,476 · program services $19,476

  • 11f · Fees: investment management

    total $1,808 · program services $1,808

  • 11g · Fees: other

    total $57,996 · program services $57,996

  • 13 · Office expenses

    total $12,535 · program services $12,535

  • 19 · Conferences, conventions and meetings

    total $2,035 · program services $2,035

  • 23 · Insurance

    total $10,757 · program services $10,757

  • 24a · Other expenses: LOST WAGES 7 FRINGE BENEFITS

    total $7,151 · program services $7,151

  • 24b · Other expenses: MEMBERSHIP DUES

    total $713 · program services $713

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,185,295 · end of year $481,255

  • 4 · Accounts receivable

    beginning of year $296,794 · end of year $237,762

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,893 · end of year $43,692

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

    $4,698

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

    $4,698

  • 11 · Investments: publicly traded securities

    beginning of year $1,325,394 · end of year $2,533,340

  • 15 · Other assets

    beginning of year $2,592,954 · end of year $2,819,843

  • 17 · Accounts payable and accrued expenses

    beginning of year $108,738 · end of year $112,649

  • 25 · Other liabilities

    beginning of year $1,728,000 · end of year $2,315,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,634,592 · end of year $3,688,243

Mission and programs · 2024

Mission

The Trust Fund is created, established and maintained for the purpose of providing health and welfare benefits to eligible plan participants and their dependents and, or beneficiaries in accordance with the rules and regulations adopted by the Fund and its Trustees.

  • Benefits paid to or for members during the year for health, dental, vision, prescription, and other health care costs, including premiums paid to insurance carriers for applicable policies.

    Expenses $4,189,689

As filed on the 2024 return.

Listed in Part VII

  • Scott Brotherton

    SECRETARY

    Total calculated
    $121,974
    From this org
    $0
    From related orgs
    $84,728
    Other
    $37,246
    Hours/week
    1 + 40 related

  • Steve Bator

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Bart Carrigan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Matt Cramer

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Thomas Windle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jeffrey Zeek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michael Carpenter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ronald Moore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ryan Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Emily Hendershot

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 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.

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.

  • API INC

  • ALLIED MECHANICAL SERVICES

  • B & V MECHANICAL INC

  • BAUER SHEET METAL

  • CEI MICHIGAN LLC

  • CROWN CORR INC

  • EAST MUSKEGON ROOFING & SM

  • EMC WELDING & FABRICATION

  • ERICKSON'S INC

  • FRANKLIN HOLWERDA COMPANY

  • HURST MECHANICAL

  • LASCKO PLUMBING & MECH

  • MALL CITY MECHANICAL INC

  • SHORELINE METAL

  • UNIVERSAL WALL SYSTEMS

  • VERSATILE FABRICATION

  • W SOULE & COMPANY

  • WALTZ-HOLST BLOW PIPE CO

Provenance

Return type
form_990
Tax year
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202513029349300841

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