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← HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND

Form 990 for tax year 2024

Filed by HEAT AND FROST INSULATORS ST LOUIS WELFARE FUND.

Totals

Total revenue
$14,245,712
Total expenses
$9,857,136
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,818,436
Investment income
$527,110
Other revenue
$3,900,166
Total assets, end of year
$44,979,403
Total liabilities, end of year
$370,029
Net assets or fund balances, end of year
$44,609,374
Program services expenses (Part IX)
$9,857,136
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$9,857,136

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 $8,181,442 · related or exempt $8,181,442

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $1,636,994 · related or exempt $1,636,994

  • 3 · Investment income

    total $491,684 · excluded $491,684

  • 7a · Gross sales of assets other than inventory

    securities $1,137,174

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

    securities $1,101,748

  • 7c · Gain or loss

    securities $35,426

  • 7d · Net gain or loss

    total $35,426 · related or exempt $35,426

  • 11a · Other revenue: NET INCREASE IN 401(H) ACCOUNT

    total $3,900,166 · related or exempt $3,900,166

  • 11e · Other revenue, total

    $3,900,166

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,141,500 · program services $9,141,500

  • 11a · Fees: management

    total $239,915 · program services $239,915

  • 11b · Fees: legal

    total $20,834 · program services $20,834

  • 11c · Fees: accounting

    total $17,411 · program services $17,411

  • 11f · Fees: investment management

    total $103,314 · program services $103,314

  • 11g · Fees: other

    total $259,103 · program services $259,103

  • 13 · Office expenses

    total $13,084 · program services $13,084

  • 17 · Travel

    total $9,734 · program services $9,734

  • 23 · Insurance

    total $9,574 · program services $9,574

  • 24a · Other expenses: PRINTING

    total $22,900 · program services $22,900

  • 24b · Other expenses: POSTAGE

    total $13,602 · program services $13,602

  • 24c · Other expenses: TRUSTEE EXPENSE

    total $6,165 · program services $6,165

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $4,269,951 · end of year $9,468,074

  • 4 · Accounts receivable

    beginning of year $1,059,081 · end of year $1,092,868

  • 11 · Investments: publicly traded securities

    beginning of year $34,127,831 · end of year $34,418,460

  • 17 · Accounts payable and accrued expenses

    beginning of year $198,906 · end of year $370,029

  • 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 $39,257,957 · end of year $44,609,374

Mission and programs · 2024

Mission

THE HEAT AND FROST INSULATORS ST. LOUIS WELFARE FUND IS A TAFT-HARTLEY TRUST ESTABLISHED TO PROVIDE HOSPITAL, MEDICAL, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO 1.

  • TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS

    Expenses $9,857,136

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Ackman

    CHAIRMAN/UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Callahan Jr

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Hennessey

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Esker

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Johnny Thornburgh

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Lyles

    MANAGEMENT TRUSTEE

    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.

  • A & W PLUMBING AND HEATING

  • ADY INSULATION

  • ALLIED POWER LLC

  • APACHE INDUSTRIAL UNITED INC

  • API

  • BHI ENERGY

  • BI STATE INSULATION INC

  • BRANDSAFWAY

  • BUDROVICH SPECIALITY GRP LLC

  • CENTRAL SERVICES

  • FIRESTOP TECHNOLOGIES

  • FLUOR CONSTRUCTORS INTL

  • GALT INDUSTRIES

  • GRP MECHANICAL

  • INSUL & SUPPLIES CORP

  • INSULATION MASTERS INC

  • INTEGRITY INSULATION

  • IOWA-ILLINOIS THERMAL INC

  • KASKASKIA MECH INSULATION

  • LMB COMPANIES INC

  • M & O INSULATION CO

  • MCNAMEE MECHANICAL INSLT LLC

  • MERIT MECHANICAL

  • MIDWEST MECHANICAL

  • PARAGON PIPECOVERERS INC

  • PREMIER INSULATION

  • PRO FIRE STOP

  • PRO INSULATION

  • REBEL INC

  • SI THERMAL LLC

  • SIDNSY INSULATTION

  • SPRINKMANN INSULATION

  • STL DIRECT MECHANICAL

  • THORNBURGH INSULATION

  • TRENHOLM MECHANICAL INS

  • TRIANGLE ENTERPRISES INC

  • UNITED MECHANICAL INSULATION

  • WALSH INSULATION

Provenance

Return type
form_990
Tax year
2024
Filed
14 October 2025
IRS schema version
2024v5.2
Source object
202512879349301981

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