SMART LOCAL 265 WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMART LOCAL 265 WELFARE FUND (EIN 36-2356062)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-26
- IRS object ID
- 202401179349301400
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-26T09:47:46-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calibre CPA Group PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 West Monroe St Ste310 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362356062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART LOCAL 265 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 6306687260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ALEXANDRA WAY | AddressLine1Txt |
| City | CAROL STREAM | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Daniel | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6306687260 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Daniel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andy Hein | PreparerPersonNm |
| PTIN | P00499757 | PTIN |
| Phone | 3126550037 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN DANIEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ALEXANDRA WAY | AddressLine1Txt |
| City | CAROL STREAM | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,204,753 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $167,440 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,916,457 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,742,539 | CYProgramServiceRevenueAmt |
| PY Investment Income | $489,135 | PYInvestmentIncomeAmt |
| CY Investment Income | -$134,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,906 | PYOtherRevenueAmt |
| CY Other Revenue | $605,005 | CYOtherRevenueAmt |
| PY Total Revenue | $27,083,938 | PYTotalRevenueAmt |
| CY Total Revenue | $30,212,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $32,830,711 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $28,702,036 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,244,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,379,091 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,266,319 | PYOtherExpensesAmt |
| CY Other Expenses | $4,310,631 | CYOtherExpensesAmt |
| PY Total Expenses | $37,341,688 | PYTotalExpensesAmt |
| CY Total Expenses | $34,391,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,257,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,178,821 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,023,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,446,905 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,717,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,710,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,305,702 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,736,190 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 617 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE EBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6306687260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ALEXANDRA WAY | AddressLine1Txt |
| City | CAROL STREAM | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60188 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PAT HUDGENS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SHAW | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN WIESBROOK | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DANIEL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $227,993 | $109,481 | 40.00 | |
| KEVIN GALASS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $160,104 | $95,977 | 40.00 | |
| ANDY YONKUS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRANCE VAN SOMEREN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DAHLMAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $157,460 | $95,615 | 40.00 | |
| RON MIKA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $158,683 | $95,616 | 40.00 | |
| MATTHEW GUGALA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $171,484 | $97,834 | 40.00 | |
| KATIE EBY | |||||||
| ADMINISTRATOR | 40.00 | $172,634 | $0 | $60,689 | Yes (X) | ||
| BRIAN DOXIE | |||||||
| CLAIMS MANAGER | 40.00 | $105,763 | $0 | $60,624 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $278,397 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $875,724 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $615,836 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PPO ACCESS FEES | $835,075 |
| EXPRESS SCRIPTS | |||||
| 1 EXPRESS WAY | ST LOUIS | MO | 63121 | RX ADMIN FEES | $250,455 |
| THE SEGAL COMPANY | |||||
| 101 NORTH WACKER STE 500 | CHICAGO | IL | 60606 | CONSULTING/ACTUARIAL FEES | $202,672 |
| BAUM SIGMAN AUERBACH & NEUMAN | |||||
| 200 W ADAMS STREET STE 2200 | CHICAGO | IL | 60606 | LEGAL FEES | $133,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $27,027,775 | $27,027,775 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $2,714,764 | $2,714,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,742,539 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,050,375 | TotalRevenueColumnAmt |
| Exclusion | $1,050,375 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,806,834 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,991,816 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,184,982 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,184,982 | TotalRevenueColumnAmt |
| Exclusion | -$1,184,982 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMB FROM AFFILIATES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $605,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $605,005 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $605,005 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,212,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,347,544 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$134,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,702,036 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,314 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,689 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,647 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,441 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,050 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,192 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,705 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638,445 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,899 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,018 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,694 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,755 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,960 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,805 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACA FEES | Desc |
| Total | $10,108 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,391,758 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,996 | BOYAmt |
| EOY | $622,357 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,628,664 | BOYAmt |
| EOY | $2,103,495 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,126 | BOYAmt |
| EOY | $3,035,546 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,527 | BOYAmt |
| EOY | $112,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,748,706 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $482,884 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,660 | BOYAmt |
| EOY | $1,265,822 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,178,083 | BOYAmt |
| EOY | $26,737,312 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,875 | BOYAmt |
| EOY | $4,966,684 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,659 | BOYAmt |
| EOY | $2,603,644 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,023,590 | BOYAmt |
| EOY | $41,446,905 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,082 | BOYAmt |
| EOY | $136,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,631,806 | BOYAmt |
| EOY | $15,573,739 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,717,888 | BOYAmt |
| EOY | $15,710,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,305,702 | BOYAmt |
| EOY | $25,736,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,305,702 | BOYAmt |
| EOY | $25,736,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,023,590 | BOYAmt |
| EOY | $41,446,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,178,821 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,609,309 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,488,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $254,771 | DepreciationAmt |
| Book Value | $1,233,867 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,401 | DepreciationAmt |
| Book Value | $15,159 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,712 | DepreciationAmt |
| Book Value | $16,796 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,265,822 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $4,966,684 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,966,684 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATED FUNDS | $239,938 |
| ACCRUED INTEREST | $160,606 |
| PRESCRIPTION REBATES RECEIVABLE | $1,804,096 |
| RIGHT-OF-USE ASSETS | $399,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,603,644 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $549,000 |
| EST LIAB FUT CLAIMS-FROM EXTNDED ELIG | $12,427,500 |
| EST LIAB FUT CLAIMS-INCURRED NOT REPORTE | $2,194,000 |
| ACCRUED PAYROLL TAXES AND WITHHOLDINGS | $980 |
| OPERATING LEASE LIABILITIES | $402,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,573,739 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,115,536 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,609,309 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,609,309 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,506,227 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,705 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $605,005 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $706,710 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,212,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,883,948 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,883,948 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,705 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,406,105 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,507,810 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,391,758 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The trust established under the Plan to hold the Plan's assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code as a tax-exempt organization. The Plan has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan Sponsor believes that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of June 30, 2023, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. |
| Part XI, Line 4b - Other Adjustments: | REIMB EXPENSES FROM AFFILIATED FUNDS 605,005. |
| Part XII, Line 4b - Other Adjustments: | REIMB. EXPENSES FROM AFFILIATED FUNDS 605,005. INC IN CLAIMS PAYABLE AND IBNR 881,000. INC IN LIABILITY FOR EXTENDED ELIGIBILITY -79,900. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN DANIEL | ||||||||||||||
| TRUSTEE | $0 | $203,008 | $0 | $0 | $0 | $24,985 | $0 | $81,942 | $0 | $27,539 | $0 | $337,474 | $0 | $0 |
| MATTHEW GUGALA | ||||||||||||||
| TRUSTEE | $0 | $151,280 | $0 | $0 | $0 | $20,204 | $0 | $70,640 | $0 | $27,194 | $0 | $269,318 | $0 | $0 |
| KEVIN GALASS | ||||||||||||||
| TRUSTEE | $0 | $143,315 | $0 | $0 | $0 | $16,789 | $0 | $68,749 | $0 | $27,228 | $0 | $256,081 | $0 | $0 |
| RON MIKA | ||||||||||||||
| TRUSTEE | $0 | $143,315 | $0 | $0 | $0 | $15,368 | $0 | $68,431 | $0 | $27,185 | $0 | $254,299 | $0 | $0 |
| BRIAN DAHLMAN | ||||||||||||||
| TRUSTEE | $0 | $143,315 | $0 | $0 | $0 | $14,145 | $0 | $68,386 | $0 | $27,229 | $0 | $253,075 | $0 | $0 |
| KATIE EBY | ||||||||||||||
| ADMINISTRATOR | $172,634 | $0 | $0 | $0 | $0 | $0 | $38,997 | $0 | $21,692 | $0 | $233,323 | $0 | $0 | $0 |
| BRIAN DOXIE | ||||||||||||||
| CLAIMS MANAGER | $105,763 | $0 | $0 | $0 | $0 | $0 | $38,932 | $0 | $21,692 | $0 | $166,387 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE TRUSTEES HAVE AUTHORIZED THE FUND'S CHAIRMAN AND/OR SECRETARY TO REVIEW THE FORM 990 BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, line 12c | PERSONS COVERED BY THE CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE BOARD OF TRUSTEES THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FOR EACH INTEREST DISCLOSED TO THE BOARD OF TRUSTEES, THE TRUSTEES WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO REFUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FUNDS; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE FUND, OR IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE FUND'S REMOVAL PROCEDURES. THE ADMINISTRATIVE MANAGER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. |
| Form 990, Part VI, Section C, line 19 | A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. |
| Form 990, Part IX, line 11g | CONSULTING & ACTUARIAL FEES 176,532. CLAIMS PAYMENT FEES 1,080,538. PREFERRED PROVIDER FEES 724,805. WELLNESS CENTER FEES 1,656,570. |
| Form 990, Part XII, Line 2c | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| SMART LOCAL 265 PENSION | ||||||||
| 205 ALEXANDRA WAY | CAROL STREAM | IL | 60188 | 366168611 | PENSION FUND | IL | 401(A) | 0 |
| SMART LOCAL 265 SUPPLEMENTAL RETIREMENT PLAN | ||||||||
| 205 ALEXANDRA WAY | CAROL STREAM | IL | 60188 | 363911499 | ANNUITY FUND | IL | 401(A) | 0 |
| SMART LOCAL 265 LMCC | ||||||||
| 2703 VAN BUREN STREET | BELLWOOD | IL | 60104 | 364146794 | LABOR MANAGEMENT COOPERATION COMMITTEE | IL | 501(c)(5) | 0 |
| SMART LOCAL 265 EDUCATION | ||||||||
| 205 ALEXANDRA WAY | CAROL STREAM | IL | 60188 | 366148078 | TRAINING FUND | IL | 501(c)(5) | 0 |
| SMART LOCAL 265 | ||||||||
| 205 ALEXANDRA WAY | CAROL STREAM | IL | 60188 | 362368182 | LABOR UNION | IL | 501(c)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (198 entries)
| A P I INC |
| A-1 ROOFING CO |
| ADMIRAL MECHANICAL SERVICES |
| ADVANCE MECHANICAL SYSTEMS IN |
| AIR COMFORT CORP |
| AIR DESIGN SYSTEMS INC |
| AIR DUCT MFG & SUPPLY INC |
| AIR FLOW CO INC |
| AIR QUALITY INC |
| AIR RITE HEATING & COOLING |
| AIRTECH HEATING & AC CORP |
| ALBERT J WAGNER & SONLLC |
| ALL AMERICAN ROOFING COINC |
| ALL TECH MECHANICAL SERVICES I |
| ALLIED POWER LLC |
| ALLSTATE METAL FAB |
| ALTHOFF INDUSTRIES INC |
| AMBER MECHANICAL CONTRACTORS I |
| AMCO INC |
| AMERICAN AIR MECH SERV INC |
| AMS MECHANICAL SYSTEMS |
| ANTHONY ROOFING LTD |
| ANY TEMPERATURE |
| ANYTIME HEATING & AC INC |
| AQI MECHANICAL SYSTEMS CORP |
| ARCHITECTURAL PANEL SYSTEMS |
| ARCO III |
| ARCO PRODUCTION I |
| ARCO SUPPLY CO |
| ARMBRUST PLUMBING & HEATING |
| ARNING COMPANIES |
| ARTLIP & SONS INC |
| AT MECHANICAL LLC |
| ATOMATIC MECHANICAL SERV INC |
| B & B SHEET METAL |
| BAM DECKING INC |
| BEERY HEATING & COOLING INC |
| BENNETT & BROSSEAU SHEET METAL |
| BIEDRON HEATING & COOLING |
| BLACKHAWK HVAC INC |
| BLUE RIDGE HEATING & AIR |
| BR PRODUCTIONS |
| BRIGADIER ROOFING INC |
| C & E HEATING |
| C ACITELLI HTG & PIPING CON IN |
| CAM MECHANICAL INC |
| CAREY'S HEATING & AC INC |
| CENTURY CHUTE PW |
| CLIMATE MASTER MECH |
| CLIMATE TECH HTG & CLG |
| COMBINED ROOFING INC |
| COMBINED SERVICES HVAC |
| COMMAND VENTILATION GROUP |
| COMPLETE MECH SERVICES |
| CORLISS WILLIAMS CONSTRUCTION |
| COTTAGE SHEET METAL INC |
| CROWN CORR INC |
| CROWTHER ROOFING & SM INC |
| CT MECHANICAL LLC |
| CYGNUS SERVICES INC DBA CSI IN |
| D & L INSTALLATIONS INC |
| D & L SHEET METAL INC |
| DAHLMAN SHEET METAL |
| DE LA ROSA HEATING & COOLING C |
| DEKALB MECHANICAL |
| DEKAYO dba ORTIZ CONTRACTING G |
| DENNINGINC |
| DEPUE MECHANICAL |
| DIVERSIFIED GENERAL CONTRACTOR |
| EDWARDS ENGINEERING INC |
| ELENS & MAICHIN ROOFING & SM |
| ELGIN SHEET METAL CO |
| EMCOR SERVICES TEAM MECH |
| ENVIRO MECHANICAL INC |
| EXCEL MECHANICAL SERVICES |
| EXCELLENCE & QUALITY ARCH SM |
| FE MORAN INC |
| FAITH MECHANICAL INC |
| FB METAL SUPPLY |
| FEDERAL SIGNAL CORP |
| FIRE N ICE HEATING & COOLING |
| FIVCO INC |
| FLO-TECH MECHANICAL SYSTEMS |
| GALAS HEATING & AIR |
| GENERAL REFRIGERATION SERVICE |
| GENGLER-LOWNEY LASER WORKSINC |
| GLASS MANAGEMENT SERVICES |
| GOLDMORE MECHANICAL LLC |
| GREAT LAKES HOTEL SUPPLY |
| GROSSE MECHANICAL |
| GT MECHANICAL PROJECTS & DESIG |
| HARDESTY HEATING & COOLING INC |
| HARTWIG P & H INC |
| HELM MECHANICAL |
| HILL MECHANICAL GROUP |
| HOLOHAN HEATING & SHEET METAL |
| HR STEWART INC |
| HTH MECHANICAL SERVICES |
| HVAC FITTINGS LLC |
| IDEAL MECHANICAL CORP |
| IN-STALL INC |
| INCLINE INDUSTRIAL SERVICES IN |
| INSTITUTIONAL EQUIPMENT INC |
| INSTITUTIONAL EQUIPMENT INC |
| INTERNATIONAL ASSOC OF SM AIR |
| INTERNATIONAL TEST & BALANCE |
| ITI FOR SHEET METAL AND AIR IN |
| J L ADLER ROOFING & SHEET META |
| J M MECHANICAL SERVICES |
| J&B MECHANICAL SYSTEMS INC |
| JAMESON SHEET METAL INC |
| JENSENS PLB & HTG INC |
| JES MECHANICAL |
| JOHN ALAN CONSTRUCTION INC |
| JOHN'S SERVICE & SALES INC |
| JONES ARCHITECTURAL METAL |
| K&J HEATING & COOLING |
| KEY WEST METAL FAB |
| KEY WEST METAL INDUSTRIES |
| KORELLIS ROOFING INC |
| L MARSHALL INC |
| LANGLOIS ROOFING INC |
| LEA HEATING & AC |
| LEWIS TEST & BALANCE INC |
| M & M SHEET METAL INC |
| M K INDUSTRIES INC |
| MARTIN PETERSEN COMPANY |
| MAY-AIRE HTG & AC INC |
| MCCAULEY MECH |
| MCDONOUGH MECHANICAL SERVICE |
| MECHANICAL CONCEPTS OF ILLINOI |
| MECHANICAL TEST & BALANCE |
| MEL-O-AIR HEATING |
| MENDEL PLUMBING & HTG INC |
| MEP MECHANICAL SERVICES LLC |
| METAL EDGE INC |
| METAL MECHANICS INC |
| METAL WORKS OF CHICAGO |
| METALMASTER ROOFMASTER |
| MG MECHANICAL CONTRACTING INV |
| MIDWEST MECHANICAL HOLDINGS CO |
| MORTENSON ROOFING INC |
| MZI ELECTRIC |
| O'HARE ENGINEERING |
| O-B INDUSTRY INC |
| OCHOA MECHANICAL GROUP LLC |
| OHARE MECHANICAL CONTRACTORS |
| PERFORMANCE MECH CONTRACTOR |
| PETER PERELLA & CO |
| POEHNER DILLMAN & MAHALIK |
| PRAIRIE SERVICE GROUPINC |
| PRECISION PIPING INC |
| PREMIER CONSTRUCTION INC |
| PRO-FAB SHEET METAL INC |
| PROGRESSIVE DYNAMICS INC |
| QUALITY ERECTORS 1 INC |
| QUALITY MECHANICAL INC |
| R J O'NEIL INC |
| R J OLMEN CO |
| RAM MECHANICAL SERVICES INC |
| REYES PROFESSIONAL INSTALLATIO |
| RGH HEATING & COOLING |
| RJ KUHN PLUMBING HEATING & CLG |
| ROBERTS ENVIRONMENTAL CONTROL |
| ROSS MECHANICAL GROUP INC |
| S MECHANICAL INC |
| S&S METALS LTD |
| SEASON COMFORT CORP |
| SHERMAN MECHANICAL INC |
| SOUTHWEST TOWN MECHANICAL |
| SPECIALIZED TESTING & BALANCIN |
| STATE AUTOMATIC HTG & CLG |
| STATE MECHANICAL SERVICES |
| STERLING COMMERCIAL ROOFING IN |
| STYLE RITE |
| SULLIVAN ROOFING |
| SUMMIT MECHANICAL GROUP |
| SUN MECHANICAL SYSTEM |
| SUN RAY HTG INC |
| SUPERIOR TEST & BALANCE INC |
| T&R HEATING & COOLING INC |
| TEMPCO HEATING & AC |
| TEMPERATURE SERVICE CO |
| THYBAR |
| TISC ERECTORS |
| TOTAL MECH SERVICE COMP INC |
| TRI CITY SHEET METAL |
| TRIANGLE MECH SERVICES INC S |
| TRICO MECH INC |
| TUSCHALL ENGINEERING CO INC |
| UNION TANK ERECTION INC |
| VP MECHANICAL |
| WESTSIDE MECH DESIGNBUILD |
| WESTSIDE MECHANICAL |
| WIESBROOK SHEET METAL |
| YENDOR INC DBA GENE MAY HTG |
| YOUNA MECHANICAL INC |
| YOUNGRENS INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |