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← CENTRAL IOWA SHEET METAL HEALTH FUND TRUST

Form 990 for tax year 2024

Filed by CENTRAL IOWA SHEET METAL HEALTH FUND TRUST.

Totals

Total revenue
$9,059,389
Total expenses
$7,493,927
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,218,509
Investment income
$840,880
Other revenue
$0
Total assets, end of year
$15,593,719
Total liabilities, end of year
$492,384
Net assets or fund balances, end of year
$15,101,335
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $8,053,150 · related or exempt $8,053,150

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $165,359 · related or exempt $165,359

  • 3 · Investment income

    total $480,454 · excluded $480,454

  • 7a · Gross sales of assets other than inventory

    securities $2,185,098

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

    securities $1,824,672

  • 7c · Gain or loss

    securities $360,426

  • 7d · Net gain or loss

    total $360,426 · related or exempt $360,426

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $6,959,263

  • 11a · Fees: management

    total $75,705

  • 11b · Fees: legal

    total $11,112

  • 11c · Fees: accounting

    total $24,120

  • 11f · Fees: investment management

    total $21,829

  • 11g · Fees: other

    total $61,585

  • 14 · Information technology

    total $412

  • 23 · Insurance

    total $4,359

  • 24a · Other expenses: CLAIM ADMINISTRATION FEES

    total $332,123

  • 24b · Other expenses: BANK FEES

    total $3,419

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,657,991 · end of year $1,286,871

  • 4 · Accounts receivable

    beginning of year $989,591 · end of year $799,389

  • 9 · Prepaid expenses and deferred charges

    end of year $22,040

  • 11 · Investments: publicly traded securities

    beginning of year $11,440,943 · end of year $13,485,419

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,219 · end of year $8,452

  • 25 · Other liabilities

    beginning of year $729,893 · end of year $483,932

  • 27 · Net assets without donor restrictions

    beginning of year $13,323,413 · end of year $15,101,335

Mission and programs · 2024

Mission

THE PLAN AND TRUST WERE ESTABLISHED TO PROVIDE MEDICAL, PRESCRIPTION, DENTAL, AND SHORT-TERM DISABILITY BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN IS A COLLECTIVELY BARGAINED, MULTIEMPLOYER PLAN.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Andy Bredeson

    TRUSTEE/CHAI

    Total calculated
    $0
    Hours/week
    0.15

  • Larry Ferriss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Mitch Golay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Dan Hampton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Jon Quijano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Tom Wengert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

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 partnerships

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

  • ALL IOWA MECHANICAL LLC

  • HINDS METAL DESIGNS LLC

  • MECHANICAL SOLUTIONS LLC

  • SYSTEM WORKS LLC

Related corporations and trusts

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

  • AIR-CON MECHANICAL

  • API INC

  • BAKER GROUP

  • BERGLUND SHEET METAL CONTRACTORS

  • CENTRAL IOWA MECHANICAL

  • CORN STATES METAL FABRICATORS INC

  • EXTERIOR SHEET METAL

  • FLOW TECH SOLUTIONS

  • FLYNN MIDWEST

  • HUSSMANN SERVICES CORP

  • MARICK INC

  • MIDSTATE PLUMBING AND HEATING INC

  • MODERN SHEET METAL

  • PRECISION TEST AND BALANCE INC

  • SAYLORVILLE HEATING AND COOLING

  • SHEET METAL ENGINEERING

  • THE WALDINGER CORPORATION

  • TRI STATE SHEET METAL

  • WILLIS SHEET METAL

  • WINGER CONTRACTING COMPANY

  • WOOD ROOFING & SHEET METAL CO

Provenance

Return type
form_990
Tax year
2024
Filed
19 September 2025
IRS schema version
2024v5.0
Source object
202502829349301830

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