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SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA (EIN 23-1324693)
Tax period
2020-05-01 to 2021-04-30
Filed
2022-02-10
IRS object ID
202230419349300628
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-02-10T13:10:34-06:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231324693EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS HEALTH FUND OFBusinessNameLine1Txt
Business Name Line2LOCAL UNION NO 19BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHEEBusinessNameControlTxt
Phone2159521990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 S COLUMBUS BLVD - 1ST FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J KLINGENBERGPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone2159521990PhoneNum
Signature2022-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastKLINGENBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2022-02-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGARY MASINOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 S COLUMBUS BLVD - 1ST FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19147ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$132,750,586GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNAWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1949FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERSActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$55,284,361PYProgramServiceRevenueAmt
CY Program Service Revenue$47,395,936CYProgramServiceRevenueAmt
PY Investment Income$2,068,082PYInvestmentIncomeAmt
CY Investment Income$2,533,023CYInvestmentIncomeAmt
PY Other Revenue$43,321PYOtherRevenueAmt
CY Other Revenue$76,149CYOtherRevenueAmt
PY Total Revenue$57,395,764PYTotalRevenueAmt
CY Total Revenue$50,005,108CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$55,280,102PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$54,199,497CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,162,088PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,087,631CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$882,723PYOtherExpensesAmt
CY Other Expenses$918,054CYOtherExpensesAmt
PY Total Expenses$57,324,913PYTotalExpensesAmt
CY Total Expenses$56,205,182CYTotalExpensesAmt
PY Revenues Less Expenses$70,851PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,200,074CYRevenuesLessExpensesAmt
Total Assets BOY$58,552,919TotalAssetsBOYAmt
Total Assets EOY$55,679,330TotalAssetsEOYAmt
Total Liabilities BOY$620,732TotalLiabilitiesBOYAmt
Total Liabilities EOY$708,300TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$57,932,187NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,971,030NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document87IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2159521990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11301 S COLUMBUS BLVDAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19147ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GARY J MASINO
CO-CHAIR5.0040.00Yes (X)$0$235,433$148,617
ROELAND F HOEKE
TRUSTEE2.00Yes (X)$0$0$0
ERNEST J MENOLD
CO-CHAIR2.00Yes (X)$0$0$0
BRYAN BUSH
TRUSTEE2.0040.00Yes (X)$0$173,939$127,357
DENNIS O'BRIEN
TRUSTEE2.00Yes (X)$0$0$0
GERARD E GONTZ
TRUSTEE2.0040.00Yes (X)$0$154,077$112,138
MICHAEL FORD
TRUSTEE2.00Yes (X)$0$0$0
THOMAS J KLINGENBERG
FUND ADMINISTRATOR2.0040.00$0$175,812$124,722Yes (X)
DENNIS SIRAVO
ASST ADMINISTRATOR2.0040.00$0$139,056$108,087Yes (X)
CHRISTOPHER DOWNEY
CONTROLLER2.0040.00$0$117,946$58,690Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$996,263TotReportableCompRltdOrgAmt
Total Other Compensation$679,611TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19103ADMINISTRATIVE FEES$1,665,955
GUARDIAN NURSES
PO BOX 224FLOURTOWNPA19031PATIENT ADVOCACY$568,924
BENECARD
5040 RITTER ROADMECHANICSBURGPA17055ADMINISTRATIVE FEES$331,105
BOYD WATTERSON ASSET MANAGEMENT
1301 EAST 9TH STREET STE 2900CLEVELANDOH44114INVESTMENT MANAGEMENT$131,606
DELTA DENTAL
1 DELTA DRIVEMECHANICSBURGPA17055ADMINISTRATIVE FEES$109,633
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$40,839,479$40,839,479
PARTICIPANT AND COBRA CONTRIBUTIO525100$6,556,457$6,556,457
FieldValueIRS element (for citing)
Total Program Service Revenue$47,395,936TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,838,745TotalRevenueColumnAmt
Exclusion$1,838,745ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$83,439,756SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$82,745,478SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$694,278SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$694,278TotalRevenueColumnAmt
Exclusion$694,278ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANOUS INCOME900099$74,289$74,289
VACATION ADMIN FEE900099$1,860$1,860
FieldValueIRS element (for citing)
Other Revenue Total$76,149OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,005,108TotalRevenueColumnAmt
Related Or Exempt Func Income$47,397,796RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,607,312ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$54,199,497TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$554,721TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$192,359TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$301,567TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,984TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$74,210TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,821TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$288,869TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,500TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$109,222TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$89,242TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$131,689TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,080TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$277TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,511TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
DEPRECIATION EXPENSE AL$33,045
REGULATORY FEES AND TAX$16,447
EDUCATION$1,141

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,205,182TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,262,504BOYAmt
EOY$2,721,260EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,220,521BOYAmt
EOY$1,339,260EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,754,791BOYAmt
EOY$6,366,240EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$8,958EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$38,154,561BOYAmt
EOY$26,752,135EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,526,542BOYAmt
EOY$17,735,477EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$634,000BOYAmt
EOY$756,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,552,919BOYAmt
EOY$55,679,330EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$217,432BOYAmt
EOY$233,415EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$403,300BOYAmt
EOY$474,885EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$620,732BOYAmt
EOY$708,300EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$57,932,187BOYAmt
EOY$54,971,030EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,932,187BOYAmt
EOY$54,971,030EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,552,919BOYAmt
EOY$55,679,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$6,200,074ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,238,917NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LIMITED PARTNERSHIP$12,529,805F
COMMON COLLECTIVE TRUST$5,205,672F
FieldValueIRS element (for citing)
Total Book Value Securities$17,735,477TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$333,518
DUE TO BROKER$141,367
FieldValueIRS element (for citing)
Total Liability$474,885TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$52,955,156TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,238,917NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,238,917RevenueNotReportedAmt
Revenue Subtotal$49,716,239RevenueSubtotalAmt
Investment Expenses Not Incld$288,869InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$288,869RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$50,005,108TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,916,313TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$55,916,313ExpensesSubtotalAmt
Investment Expenses Not Incld2$288,869InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$288,869ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,205,182TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GARY J MASINO
CO-CHAIR$0$235,433$0$0$0$0$0$110,368$0$38,249$0$384,050$0$0
BRYAN BUSH
TRUSTEE$0$173,939$0$0$0$0$0$92,933$0$34,424$0$301,296$0$0
THOMAS J KLINGENBERG
FUND ADMINISTRATOR$0$175,212$0$0$0$600$0$61,675$0$63,047$0$300,534$0$0
GERARD E GONTZ
TRUSTEE$0$154,077$0$0$0$0$0$81,539$0$30,599$0$266,215$0$0
DENNIS SIRAVO
ASST ADMINISTRATOR$0$139,056$0$0$0$0$0$36,306$0$71,781$0$247,143$0$0
CHRISTOPHER DOWNEY
CONTROLLER$0$117,946$0$0$0$0$0$29,175$0$29,515$0$176,636$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION OF ADMININSTATOR PAID BY SHEET METAL WORKERS LOCAL UNION NO. 19 PENSION FUND, A RELATED PARTY AND ALLOCATED TO RELATED BENEFIT FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 2A AND 2BTHE ORGANIZATION PROVIDES BENEFITS TO PARTICIPANTS THAT ARE TAXABLE AS WAGES. 172 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2020. ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS WERE FILED.
FORM 990, PART VI, SECTION A, LINE 3THE TRUSTEES HAS DELEGATED THE MANAGEMENT OF WELFARE FUND TO THE FUND ADMINISTRATOR.
FORM 990, PART VI, SECTION B, LINE 11BCOPIES OF THE FORM 990 ARE PROVIDED TO CO-CHAIRMEN/TRUSTEES FOR THEIR REVIEW.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE FUNDS TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDIT. THIS HAS NOT CHNAGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND
1301 SOUTH COLUMBUS BLVDPHILADELPHIAPA19147231494364PENSION FUND401A/501A0
SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND
1301 SOUTH COLUMBUS BLVDPHILADELPHIAPA19147232681497SUB FUND501(C)(9)0
SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND
1301 SOUTH COLUMBUS BLVDPHILADELPHIAPA19147232245696ANNUITY FUND501(C)(9)0
SHEET METAL WORKERS LOCAL UNION NO 19
1301 SOUTH COLUMBUS BLVDPHILADELPHIAPA19147231077755LABOR UNION501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (160 entries)

A A A SHEET METAL INC
A C GENTRY
A D S INC
A S L REFRIGERATION INC
ABCO SIGN CO
ACCU-FLOW BALANCING CO LLC
ADVANCED SHEET METAL
AELLA INDUSTRIES
AERDUX INCORPORATED
AIR CONCEPTS INC
AIR SYSTEMS INC
AIR TIGHT HEATING & COOLING
AIRTECH SHEET METAL
ALL PLY ROOFING CO
ALLIED POWER SERVICES LLC
AMERICAN MECHANICAL & CONTRACT
ANDREW B DUFFY INC
ASBESTOS WORKERS L U 14
ASC SHEET METAL LLC
AWOC
AXIS KITCHEN INSTALLATIONS LL
BALTRONIX INC
BLANSKI ENERGY MANAGEMENT
BONLAND INDUSTRIES
BURKE & COMPANY LLC
BURKHARDT MECHANICAL
C M C PLUMBING HEATING & AC
C R MEYER AND SONS COMPANY
CADDX3 LLC
CAMDEN MECHANICAL LLC
CF INSTALLATION MANAGEMENT
CHRISTIANA MECHANICAL INC
CITY SIGN SERVICE
CLEAR CHANNEL OUTDOOR
CMS MECHANICAL CONTRACTING
COMMERCIAL AIR CONSTRUCTION
COMPASS SIGN CO
COMPREHENSIVE TESTBALANC
CONTROLLED ENVIRONMENTAL CERT
CONTROLLED TEMPERATURE SYSTEMS
CROSS COUNTRY FOOD SER INS
CUSTOM FINISHERS INC
D J SMITH INDUSTRIAL INC
DAY & ZIMMERMAN
DELTABJDS INC
DEWITT HEATING & AIR MECHANICA
DIRECT AIR MECHANICAL
DOUBLE D SHEET METAL INC
DREAM MECHANICAL
DWD MECHANICAL CONTRACTOR INC
DYNAMIC BALANCING CO INC
E J DESETA CO INC (DE)
EASTERN AIR BALANCE CORP
EASTERN SIGN TECH LLC
EBER HVAC INC
ECSI II INC
ENERPLEX MECHANICAL
ENVIRONMENTAL CONSTRUCTION SER
EPAY INC
ERNEST D MENOLD INC
FILTAIREGENERAL AIRE CORP
FISHER BALANCING COMPANY
FLOOD & STERLING INC
G R SPONAUGLE & SONS
G W METAL PRODUCTS INC
GBI INCTHERMAL PIPING
GENESIO COMPANY
H L THOMAS INC
H T LYONS
HAYS SHEET METAL COMPANY
HRANEC SHEET METAL INC
HUNTER MECHANICAL INC
HYGRADE INSULATORS INC
I D GRIFFITH INC (DE)
IBEW LOCAL 143
INDEPENDENT BALANCING
INDUCT INDUSTRIES
INTERNATIONAL TRAINING INSTITU
INVISION SIGN LLC
J & M CUSTOM SHEET METAL LLC
J & S FABRICATION
J W MCDOUGALL
JOSEPH OAT CORP
KLEIN ELECTRIC ADVERTISING INC
KOTTCAMP SHEET METAL INC
LEHIGH COUNTY AUTHORITY
LEHIGH S M ERECTING CO
LEIBOLD INC
LITTLE BITTS SERVICE INC
LOR-MAR
LOR-MAR MECHANICAL LLC
LUTHE SHEET METAL INC
M D ROOFING
MARCLINE SHEET METAL
MARLYN SHEET METAL INC
MARX NJ GROUP
MARX SHEET METAL
MASSARA METALS INC
MAXIMUM MECHANICAL
MCCLURE COMPANY
METAL ALLIANCE INC
MID-ATLANTIC MECHANICAL
MODERN CONTROLS
MRC SIGNS
NATIONAL BALANCING CO
NATIONAL GLASS & METAL COMPANY
NORTHEAST MECHANICAL
NOVA SIGN GROUP
OPTIMUM PERFORMANCE BALANCING
ORELAND SHEET METAL INC
PHILADELPHIA SIGN COMPANY
PIERSON CONSTRUCTION
PMDI SIGNS
PRECISION AIR DESIGNS LLC
PREFERRED PLUMBING & HTG
PREMIER ARCHITECTURAL S M LLC
PRIME SHEET METAL INC
PRO ENERGY MECHANICAL
PROGRESSIVE S M CO K&Z
RADICK CORPORATION
REAM ROOFING ASSOCIATES
RELIANT COMMERCIAL KITCHEN INS
RESTAURANT VENT DESIGN
RLM MECHANICAL LLC
ROBERT G GANTER JR CONT
SCANLON ASSOCIATES
SKETCHING SOLUTIONS LLC
SMW #24 WELFARE & PENSION PLAN
SMW FUNDS OFFICE
SMW JATC OF CENTRAL PENNA
SMW JATC OF PHILADELPHIA
SMW LOCAL #44 RECIPROCAL
SMW LOCAL #83
SMW LU # 19
SMW LU # 44
SMW LU # 58 FUNDS
SMW LU #12
SMW LU#48
SOUTH JERSEY METAL INC
SOUTH JERSEY SIGN & CONSTR LLC
SOUTHERN COMFORT MECHANICAL IN
SOUTHLAND IND MECHANICAL
SPECIALTY FABRICATORS INC
SSM INDUSTRIES INC
STONE & WEBSTER CONSTRUCTION I
STS SHEET METAL
TAB SERVICE INC
TAB SYSTEMS INC
TABWORKS INC
TCS HEATING & AC
TEMPERED INSULATION INC
THERMODESIGN CORP
THOMAS CO INC
TRINITY MECHANICAL SERVICES
URBAN SIGN & CRANE INC
W F SMITH
WARKO ROOFING COMPANY INC
WM J DONOVAN CO
YANNUZZI INC
ZELKA MECHANICAL NE INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS LOCAL 19 PENSION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$1,415,124InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt