Form 990 for tax year 2022
Filed by INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND.
Totals
- Total revenue
- $63,665,751
- Total expenses
- $67,800,404
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $57,468,893
- Investment income
- $943,165
- Other revenue
- $5,253,693
- Total assets, end of year
- $62,863,011
- Total liabilities, end of year
- $328,913
- Net assets or fund balances, end of year
- $62,534,098
- 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 $50,115,280 · related or exempt $50,115,280
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIO
total $7,353,613 · related or exempt $7,353,613
-
3 · Investment income
total $1,445,622 · excluded $1,445,622
-
7a · Gross sales of assets other than inventory
securities $87,581,174
-
7b · Less cost or other basis and sales expenses
securities $88,083,631
-
7c · Gain or loss
securities -$502,457
-
7d · Net gain or loss
total -$502,457 · excluded -$502,457
-
11a · Other revenue: PRESCRIPTION REBATES
total $3,946,327 · related or exempt $3,946,327
-
11b · Other revenue: SECURITIES LITIGATION
total $1,277,805 · related or exempt $1,277,805
-
11d · All other revenue
total $29,561 · related or exempt $29,561
-
11e · Other revenue, total
$5,253,693
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $63,571,484
-
11a · Fees: management
total $1,696,678
-
11b · Fees: legal
total $318,496
-
11c · Fees: accounting
total $108,272
-
11f · Fees: investment management
total $234,892
-
11g · Fees: other
total $58,373
-
13 · Office expenses
total $182,332
-
17 · Travel
total $10,279
-
19 · Conferences, conventions and meetings
total $104,933
-
21 · Payments to affiliates
total $4,281
-
23 · Insurance
total $367,881
-
24a · Other expenses: PPO FEES
total $1,004,447
-
24b · Other expenses: DENTAL PREMIUM FEES
total $64,369
-
24c · Other expenses: BANK CHARGES
total $51,090
-
24d · Other expenses: PCORI FEES
total $22,597
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $13,369,009 · end of year $7,828,428
-
2 · Savings and temporary cash investments
beginning of year $2,120,928 · end of year $2,795,896
-
4 · Accounts receivable
beginning of year $4,364,704 · end of year $4,825,956
-
9 · Prepaid expenses and deferred charges
beginning of year $32,125 · end of year $32,808
-
11 · Investments: publicly traded securities
beginning of year $47,518,266 · end of year $47,379,923
-
17 · Accounts payable and accrued expenses
beginning of year $395,866 · end of year $225,301
-
25 · Other liabilities
beginning of year $116,121 · end of year $103,612
-
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 $66,893,045 · end of year $62,534,098
Mission and programs · 2022
Mission
PROVIDE MEDICAL BENEFITS TO MEMBERS OF THE NATIONAL ASBESTOS WORKERS MEDICAL FUND.
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS.
-
PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT.
As filed on the 2022 return.
Listed in Part VII
-
Ron Piersol JrRON PIERSOL JR
UNION TRUSTEE LOCAL 80
- Total calculated
- $188,787
- From this org
- $0
- From related orgs
- $97,429
- Other
- $91,358
- Hours/week
- 2 + 40 related
-
Richard ChamberlainRICHARD CHAMBERLAIN
UNION TRUSTEE LOCAL 73
- Total calculated
- $137,839
- From this org
- $0
- From related orgs
- $85,963
- Other
- $51,876
- Hours/week
- 2 + 40 related
-
Brian FineganBRIAN FINEGAN
UNION TRUSTEE LOCAL 51
- Total calculated
- $121,418
- From this org
- $0
- From related orgs
- $60,709
- Other
- $60,709
- Hours/week
- 2 + 40 related
-
Roger BrownROGER BROWN
UNION TRUSTEE LOCAL 94
- Total calculated
- $119,360
- From this org
- $0
- From related orgs
- $75,072
- Other
- $44,288
- Hours/week
- 2 + 40 related
-
Steven CarrSTEVEN CARR
UNION TRUSTEE LOCAL 37
- Total calculated
- $115,543
- From this org
- $0
- From related orgs
- $115,543
- Other
- $0
- Hours/week
- 2 + 40 related
-
Charlie WoodyCHARLIE WOODY
UNION TRUSTEE LOCAL 46
- Total calculated
- $109,435
- From this org
- $0
- From related orgs
- $109,435
- Other
- $0
- Hours/week
- 2 + 40 related
-
Terry BurkeTERRY BURKE
UNION TRUSTEE LOCAL 8
- Total calculated
- $89,524
- From this org
- $0
- From related orgs
- $89,524
- Other
- $0
- Hours/week
- 2 + 40 related
-
Charles MartinCHARLES MARTIN
UNION TRUSTEE LOCAL 27
- Total calculated
- $79,227
- From this org
- $0
- From related orgs
- $52,978
- Other
- $26,249
- Hours/week
- 2 + 40 related
-
Phillip Rainwater SrPHILLIP RAINWATER SR
UNION TRUSTEE LOCAL 48
- Total calculated
- $77,834
- From this org
- $0
- From related orgs
- $77,834
- Other
- $0
- Hours/week
- 2 + 40 related
-
Bryan Matt BerlinBRYAN MATT BERLIN
UNION TRUSTEE LOCAL 86
- Total calculated
- $75,680
- From this org
- $0
- From related orgs
- $75,680
- Other
- $0
- Hours/week
- 2 + 40 related
-
Daniel HunnicuttDANIEL HUNNICUTT
UNION TRUSTEE LOCAL 96
- Total calculated
- $75,672
- From this org
- $0
- From related orgs
- $75,672
- Other
- $0
- Hours/week
- 2 + 40 related
-
Steve OverbySTEVE OVERBY
UNION TRUSTEE LOCAL 69
- Total calculated
- $73,933
- From this org
- $0
- From related orgs
- $73,933
- Other
- $0
- Hours/week
- 2 + 40 related
-
Lacy WolfLACY WOLF
UNION TRUSTEE LOCAL 22
- Total calculated
- $64,507
- From this org
- $0
- From related orgs
- $64,507
- Other
- $0
- Hours/week
- 2 + 40 related
-
Joe JoynerJOE JOYNER
UNION TRUSTEE LOCAL 90
- Total calculated
- $57,028
- From this org
- $0
- From related orgs
- $57,028
- Other
- $0
- Hours/week
- 2 + 40 related
-
John GrayJOHN GRAY
UNION TRUSTEE LOCAL 114
- Total calculated
- $15,710
- From this org
- $0
- From related orgs
- $15,710
- Other
- $0
- Hours/week
- 2 + 40 related
-
Carl SchultzCARL SCHULTZ
EMPLOYER TRUSTEE LOCAL 18
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Dale CullumDALE CULLUM
UNION TRUSTEE LOCAL 92
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Dan PattersonDAN PATTERSON
EMPLOYER TRUSTEE LOCALS 10, 80
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Daniel PoteetDANIEL POTEET
UNION TRUSTEE LOCAL 50
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
David HeadrickDAVID HEADRICK
EMPLOYER TRUSTEE LOCAL 48
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Donald StanleyDONALD STANLEY
UNION TRUSTEE LOCALS 13, 60, 67, 72
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Durward FlemingDURWARD FLEMING
UNION TRUSTEE LOCAL 55
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Glenn CrouseGLENN CROUSE
EMPLOYER TRUSTEE LOCAL 46
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Gregory PedersenGREGORY PEDERSEN
EMPLOYER TRUSTEE LOCAL 50
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
James DiersingJAMES DIERSING
EMPLOYER TRUSTEE LOCAL 8
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
James GribbinsJAMES GRIBBINS
EMPLOYER TRUSTEE LOCALS 27, 37
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Jason SmithJASON SMITH
UNION TRUSTEE LOCAL 18
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Jeramy McCoyJERAMY MCCOY
UNION TRUSTEE LOCAL 10
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Joel HobbsJOEL HOBBS
EMPLOYER TRUSTEE LOCAL 28
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
John HansonJOHN HANSON
UNION TRUSTEE LOCAL 64
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Kent KruseKENT KRUSE
EMPLOYER TRUSTEE LOCAL 15
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Matt CaldwellMATT CALDWELL
EMPLOYER TRUSTEE LOCAL 72
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Michael HaydenMICHAEL HAYDEN
EMPLOYER TRUSTEE LOCAL 51
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
R Dean BurrowsR DEAN BURROWS
EMPLOYER TRUSTEE LOCAL 69
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Ricky J JohnsonRICKY J JOHNSON
UNION TRUSTEE LOCAL 28
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Robert GreinROBERT GREIN
EMPLOYER TRUSTEE LOCAL 22
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Rodney HamiltonRODNEY HAMILTON
EMPLOYER TRUSTEE LOCAL 41
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Ronald GoodRONALD GOOD
EMPLOYER TRUSTEE LOCAL 90
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Samuel SchultzSAMUEL SCHULTZ
UNION TRUSTEE LOCAL 15
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Stephen HusbandsSTEPHEN HUSBANDS
EMPLOYER TRUSTEE LOCAL 73
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tim BlalockTIM BLALOCK
EMPLOYER TRUSTEE LOCAL 67, 85, 86
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tim LeftwichTIM LEFTWICH
EMPLOYER TRUSTEE LOCAL 94
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Tony GreenTONY GREEN
EMPLOYER TRUSTEE LOCAL 92
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Walter JohnsWALTER JOHNS
EMPLOYER TRUSTEE LOCAL 13
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
William ChurlyWILLIAM CHURLY
EMPLOYER TRUSTEE LOCAL 60
- Total calculated
- $0
- Hours/week
- 2 + 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.
-
NATIONAL ASBESTOS WORKERS PENSION FUND
401(A) · PENSION FUND · FL
-
NATIONAL ASBESTOS WORKERS SUPPLEMENTAL PENSION FUND
401(A) · SUPPLEMENTAL PENSION FUND · FL
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.
-
3MC MOBILE & MECHANICAL REPAIR
-
A & W PLUMBLING & HEATING
-
A&K INSULTION (CHAMPAIGN)
-
A-1 INSULATION
-
AAA INSULATION GROUP
-
ABATEMENT & ENVIRONMENTAL SERVICES
-
ACTION INSULATION
-
ADVANCED INDUSTRIAL
-
ADVANCED NUCLEAR LLC
-
AECON-WACHS TECHNICAL SERVICES
-
ALL SERVICES INSULATION L
-
ALL TEMP INSUL
-
ALLIANCE SPECIALTIES INC
-
ALLIED POWER SERVICES MICHIGAN
-
ALLOYD ASBESTOS ABATEMENT
-
ALLOYD INSULATION CO
-
ALPHA MECHANICAL
-
AMERICAN ENERGY CONTRACTO
-
AMERICAN PATRIOT INSULATION
-
AMITY PARTNERS INC
-
ANCHOR INSULATION LLC
-
ANCHOR INSULATION OF CENTRAL FL INC
-
APACHE INDUSTRIAL UNITED
-
API INC
-
ARGUS CONTRACTING
-
ASTAR ABATEMENT INC
-
ATLAS SPECIALTY INSULATION
-
ATS WELDING INC
-
AUSTIN INSULATION
-
BARRACUDA MECHANICAL INSU
-
BAYSIDE INSULATION
-
BESTWAY ENERGY SERVICES
-
BESTWAY ENVIRONMENTAL SERVICES
-
BHI SPECIALTY SERVICES
-
BI STATE INSULATION
-
BLAND INSULATION COMPANY
-
BONDY INSULATION
-
BRAND SAFWAY IND
-
BRANDON INSULATION
-
BREEDING INSULATION CO
-
BROCK INDUSTRIAL SERVICES
-
BYROM'S THERMAL INSUL SYS
-
CALDWELL INSULATION
-
CAPITOL INSULATION
-
CARDINAL INDUSTRIAL
-
CB INSULATION INC
-
CENTRAL MAINTENANCE & WELDING
-
CLAYS PERFORMANCE CONST L
-
CNS CONSOLIDATED NUCLEAR SOCIETY
-
COGBURN BROS INC
-
COLUMBUS CENTRAL OHIO BUILDING
-
CONSERVATION SPECIALTY INSULATION
-
CORNERSTONE SERVICES GR
-
CTI AND ASSOCIATES
-
DAVIS-HOUK MECHANICAL INC
-
DAY & ZIMMERMAN
-
DAY & ZIMMERMANN NPS
-
DAYBREAK INSULATION CO
-
DIAMOND CONTRACTING INC
-
DK CONSTRUCTION CO
-
DKB INC
-
E P I INSUL COMPANY
-
ELITE ENVIRONMENTAL
-
ENERFAB POWER & INDUSTRIAL
-
FARGO INSULATION CO
-
FARWEST INSULATION CONTR
-
FGH INSULATION CO
-
FIT TIGHT COVERS INC
-
FLUID TECHNOLOGY
-
FRONTIER INC
-
GEM GROUP
-
GEO V HAMILTON
-
GEYER FIRE
-
GLOBAL SCAFFOLD CONSTRUCT
-
GRAHAM INDUSTRIAL MAINTENANCE INC
-
GRIBBINS INSULATION COMPANY
-
GUBMK CONSTRUCTORS
-
HAMILTON INSULATION INC
-
HARTCO INSULATION (L 64)
-
HEADRICK INSULATION
-
HYATT INDUSTRIES
-
IDAHO ENVIRONMENTAL COALITION
-
INDUSTRIAL ENVIRONMENTAL
-
INDUSTRIAL EQUIPMENT RENTAL
-
INDUSTRIAL INSUL SUPPLY
-
INSCO
-
INSULATION MASTERS INC
-
INSULATION MIDWEST
-
INTEGRATED CONSTRUCTION S
-
INTERMOUNTAIN SPECIALTY CONTRACTING
-
I-STAR ENERGY SOLUTIONS
-
J & J GENERAL MAINT
-
J & S INSULATION
-
J AND R INSULATION
-
JATC ASBESTOS WRKS LU 50
-
JOHNSON THERMAL SOLUTIONS
-
JT THORPE & SON INC
-
KARBER MECHANICAL INSUL
-
KELZ ELITE INSULATION LLC
-
KRUSE CORPORATION
-
L & L MECHANICAL INS
-
LAGCO INSULATION
-
LIBERTY INSULATION
-
LINIHAN INSULATION INC
-
LMB COMPANIES LLC
-
LMI
-
LOUIS A ROSER COMPANY
-
M & M INSULATION
-
M & M MECHANICAL INSUL
-
M & O INSULATION CO
-
MACALJON
-
MAGNUM MECHANICAL INSULATION
-
MATHIAS FABRICATION
-
MCABEE CONSTRUCTION INC
-
MEREDITH INSULATION
-
MIDLAND THERMAL INC
-
MIDWEST INSULATION
-
NATL ENVIRO CONTRACTING
-
NELSON INSULATION CO
-
NEW AGE INSULATION INC
-
NEWTRON INC
-
NO SWEAT KC
-
OHIO VALLEY INSUL
-
PAE (APPLIED TECH DIVISION
-
PARSONS SAVANNAH
-
PAT'S INSULATION
-
PEDERSEN INSULATION
-
PERFORMANCE ABATEMENT
-
PERFORMANCE CONTRACTING
-
PHILLIPS MECHANICAL INSULATION LLC
-
PRIME INC
-
PRIME INSULATION
-
PRO INSULATION
-
PRO METALS DBA PRO INSULA
-
RELIABLE INSULATION
-
RELIANCE INSULATION CO
-
ROY BLACKWELL ENTERPRISES
-
S & M MECHANICAL INSULATION
-
SAVANNAH RIVER MISSION COMPLETION
-
SAVANNAH RIVER NUCLEAR SO
-
SAVANNAH RIVER REMED LLC
-
SOUTHCO INSULATION
-
SOUTHERN ASB ABATEMENT CO
-
SOUTHERN INSULATION
-
SOUTHERN MECHANICAL INSUL
-
SOUTHWEST SPECIALTY CONTR
-
SPARTA INSULATION
-
SPECIALTY CONTRACTING SERVICES
-
SPRINKMAN INSULATIONINC
-
STAPLES INSULATION INC
-
STRUCTSURE SCAFFOLD AND
-
SUPERIOR INDUSTRIAL INSUL
-
SUPERIOR INSULATION OF FL
-
TAYLOR INSULATION
-
TECH INSULATION & SUPPLIES LLC
-
THE EARLY CONSTRUCTION CO
-
THERMAL DYNAMIX INSULATION
-
THERMAL SOLUTIONS
-
THERMAL SOLUTIONS OHIO
-
THORNBURGH INSULATION
-
TOLEDO MECHANICAL INSULAT
-
TOVIN INSULATION CONCEPTS
-
TRANSCO PRODUCTS
-
TRIANGLE INSULATION
-
TRU-FIT PRODUCTS LLC
-
TURNER INDUSTRIES GROUP
-
UNITED MECHANICAL INSUL
-
V SPECIALTY SERVICES
-
VENTECH INSULATION INC
-
VMI VALLEY MECHANICAL INS
-
VOLUNTEER METAL SYSTEMS
-
VULCAN ENVIRONMENTAL SERV
-
VULCAN INDUSTRIAL
-
WALSH INSULATION SERVICES
-
WARREN INSULATION
-
WATERS MECHANICAL INC
-
WILLIAMS INSULATION
-
WILLIAMS PLANT SERVICES
-
WILLIAMS SPECIALTY SVCS
-
WMC MECHANICAL
-
WORLEY INDUSTRIAL SERVICES INC
-
WRAP MASTERS INSULATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431639349300808
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