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← LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND.

Totals

Total revenue
$11,173,018
Total expenses
$8,216,837
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,993,041
Investment income
$179,977
Other revenue
$0
Total assets, end of year
$10,014,383
Total liabilities, end of year
$5,639,973
Net assets or fund balances, end of year
$4,374,410
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-NET

    total $10,062,413 · related or exempt $10,062,413

  • 2b · Program service revenue: SELF-PAYMENT CONTRIBUTIONS-NET

    total $930,628 · related or exempt $930,628

  • 3 · Investment income

    total $188,812 · excluded $188,812

  • 7a · Gross sales of assets other than inventory

    securities $8,271,670

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

    securities $8,280,505

  • 7c · Gain or loss

    securities -$8,835

  • 7d · Net gain or loss

    total -$8,835 · excluded -$8,835

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,846,369

  • 11a · Fees: management

    total $203,351

  • 11b · Fees: legal

    total $34,851

  • 11c · Fees: accounting

    total $19,655

  • 11f · Fees: investment management

    total $16,819

  • 11g · Fees: other

    total $47,175

  • 13 · Office expenses

    total $11,183

  • 14 · Information technology

    total $13,118

  • 23 · Insurance

    total $4,771

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $5,880

  • 24b · Other expenses: TRUSTEE CONFERENCE & ME

    total $4,700

  • 24c · Other expenses: CLEARINGHOUSE FEES

    total $3,300

  • 24d · Other expenses: GOVERNMENTAL FEES AND A

    total $2,846

  • 24e · All other expenses

    total $2,819

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,250,298 · end of year $1,330,229

  • 2 · Savings and temporary cash investments

    beginning of year $6,793 · end of year $13,729

  • 4 · Accounts receivable

    beginning of year $977,024 · end of year $1,037,993

  • 9 · Prepaid expenses and deferred charges

    beginning of year $88,296 · end of year $99,919

  • 11 · Investments: publicly traded securities

    beginning of year $2,587,320 · end of year $7,532,513

  • 17 · Accounts payable and accrued expenses

    beginning of year $118,216 · end of year $173,431

  • 25 · Other liabilities

    beginning of year $4,686,858 · end of year $5,466,542

  • 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 $1,104,657 · end of year $4,374,410

Mission and programs · 2023

Mission

TO PROVIDE ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES.

Activities or mission (Part I)

TO PROVIDE DIFFERENT HEALTH COVERAGES TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS AND RETIREES.

  • PROVIDED ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO APPROXIMATELY 566 MEMBERS.

As filed on the 2023 return.

Listed in Part VII

  • Brett Large

    SECRETARY/TREASURER

    Total calculated
    $200,082
    From this org
    $0
    From related orgs
    $103,608
    Other
    $96,474
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $103,608 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,164 related
    Nontaxable benefits
    $0 + $26,310 related
    Filer's total
    $0 + $200,082 related

  • William Naretta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Jim Bartelt Thru 731

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Jeremy Wicke

    TRUSTEE

    Total calculated
    $113,334
    From this org
    $0
    From related orgs
    $113,334
    Other
    $0
    Hours/week
    0.1 + 50 related

  • Jason Parnau

    TRUSTEE

    Total calculated
    $20,272
    From this org
    $0
    From related orgs
    $13,037
    Other
    $7,235
    Hours/week
    0.1 + 45 related

  • Scott Parnau

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.1

  • Erica Schneider Start 81

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART 1 LINE 3
THE RELATED ORGANIZATION, INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 19, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • ALEXANDER INSULATION INC

Related corporations and trusts

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

  • ALL SYSTEMS INSULATION INC

  • API INC

  • BARTELT INSULATION SUPPLY INC

  • CENTRAL STATE MECHANICAL INSULATION LLC

  • D & G INSULATION INC

  • DAY & ZIMMERMANN NPS INC

  • ENVIRONMENTAL PLAN SERVICES INC

  • EXPRESS INSULATION INC

  • FIBRE FAB OF LA CROSSE INC

  • FIRESTOP PLUS LLC

  • GAGNON INC

  • HOLIAN INSULATION CO INC

  • INSULATION INDUSTRIES INC

  • L & S INSULATION CO INC

  • MAVO SYSTEMS INC

  • MCDERMAID ROOFING & INSULATING CO

  • MIDWEST THERMAL SERVICES INC

  • SPRINKMANN SONS CORPORATION

  • TAYLOR INSULATION CO INC

  • TEBS INSULATION

Provenance

Return type
form_990
Tax year
2023
Filed
10 February 2025
IRS schema version
2023v6.0
Source object
202520419349301187

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