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← SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUND.

Totals

Total revenue
$4,480,479
Total expenses
$2,783,453
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,832,474
Investment income
$598,084
Other revenue
$49,921
Total assets, end of year
$13,402,464
Total liabilities, end of year
$438,884
Net assets or fund balances, end of year
$12,963,580
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 $3,544,508 · related or exempt $3,544,508

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $287,966 · related or exempt $287,966

  • 3 · Investment income

    total $293,746 · excluded $293,746

  • 7a · Gross sales of assets other than inventory

    securities $1,423,382

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

    securities $1,119,044

  • 7c · Gain or loss

    securities $304,338

  • 7d · Net gain or loss

    total $304,338 · excluded $304,338

  • 11a · Other revenue: STOP LOSS REIMBURSEMENT

    total $49,113 · related or exempt $49,113

  • 11b · Other revenue: OTHER INCOME

    total $808 · related or exempt $808

  • 11e · Other revenue, total

    $49,921

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,090,617

  • 10 · Payroll taxes

    total $3,805

  • 11b · Fees: legal

    total $43,539

  • 11c · Fees: accounting

    total $11,500

  • 11f · Fees: investment management

    total $6,081

  • 11g · Fees: other

    total $156,410

  • 13 · Office expenses

    total $9,693

  • 19 · Conferences, conventions and meetings

    total $1,145

  • 23 · Insurance

    total $452,575

  • 24a · Other expenses: BANK CHARGES

    total $7,838

  • 24b · Other expenses: MEMBERSHIP DUES

    total $250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,529,214 · end of year $1,479,166

  • 2 · Savings and temporary cash investments

    beginning of year $160,643 · end of year $33,612

  • 4 · Accounts receivable

    beginning of year $309,242 · end of year $287,717

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,918 · end of year $1,353

  • 11 · Investments: publicly traded securities

    beginning of year $9,373,416 · end of year $11,458,115

  • 15 · Other assets

    beginning of year $119,047 · end of year $142,501

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,278 · end of year $29,310

  • 25 · Other liabilities

    beginning of year $634,854 · end of year $409,574

  • 29 · Capital stock, trust principal or current funds

    beginning of year $10,832,348 · end of year $12,963,580

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

TO PROVIDE PAYMENT OF MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.

  • PROVIDE MEDICAL, ACCIDENT, AND DEATH BENEFITS FOR MEMBERS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Rob Bodnar

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Adam Froelich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jesse Wright

    TRUSTEE

    Total calculated
    $88,261
    From this org
    $0
    From related orgs
    $88,261
    Other
    $0
    Hours/week
    1 + 40 related

  • Kevin Reilly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Stellato

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Smith

    CO-CHAIRMAN

    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.

  • RENICK BROTHERS

  • THOMPSON MECHANICAL INC

  • EFFICIENCY SPECIALISTS

  • WILLIAM PRICE HEATING

  • TEMA ROOFING SERVICES

  • THOMPSON HEATING & COOLING

  • CLIMATE PROS

  • AIRTEK SYSTEMS

  • WAE BALANCING INC

  • MIGHTY MIKE

  • PHOENIX BALANCE

  • S-J2 MECHANICAL

  • TEMPERATURE TECHNOLOGIES

  • D&G MECHANICALS INC

  • 000 ENTERPRISES

  • WILLIAM KRAMER & SONS

  • SRI ROOFING AND SHEET METAL

  • GEM INCORPORATED

  • BC CONTRACTING LLC

  • VELOCITY TAB SERVICES

  • ROTH BROTHERS INC

  • THORNTON & SON HEATING

  • DE-CAL INC

  • YORK MAHONING COMPANY

  • ENVIRONMENTAL AIR INC

  • W W HEATING & AC

Provenance

Return type
form_990
Tax year
2023
Filed
7 October 2024
IRS schema version
2023v5.1
Source object
202402819349301965

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