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SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA (EIN 23-1324693)
Tax period
2017-05-01 to 2018-04-30
Filed
2019-02-14
IRS object ID
201900459349300005
Schema version
2017v2.3
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)
Return2019-02-14T07:01:51-06:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

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 Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-05-01TaxPeriodBeginDt

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
Signature2019-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2019-02-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-14IPDt
IP Tm07:00:54IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id19998950A844A1ED5F18EB360E4E9E4F9906FFA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$137,258,413GrossReceiptsAmt
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 Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee130TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$53,366,183PYProgramServiceRevenueAmt
CY Program Service Revenue$57,292,298CYProgramServiceRevenueAmt
PY Investment Income$1,303,974PYInvestmentIncomeAmt
CY Investment Income$1,601,108CYInvestmentIncomeAmt
PY Other Revenue$76,684PYOtherRevenueAmt
CY Other Revenue$85,763CYOtherRevenueAmt
PY Total Revenue$54,746,841PYTotalRevenueAmt
CY Total Revenue$58,979,169CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$49,277,645PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$51,747,243CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,000,618PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,026,737CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$907,236PYOtherExpensesAmt
CY Other Expenses$841,076CYOtherExpensesAmt
PY Total Expenses$51,185,499PYTotalExpensesAmt
CY Total Expenses$53,615,056CYTotalExpensesAmt
PY Revenues Less Expenses$3,561,342PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,364,113CYRevenuesLessExpensesAmt
Total Assets BOY$44,182,551TotalAssetsBOYAmt
Total Assets EOY$48,823,852TotalAssetsEOYAmt
Total Liabilities BOY$1,577,913TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,011,031TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$42,604,638NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$47,812,821NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document90IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee130EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 CompensationOtherCompensationAmt
GARY J MASINO
CO-CHAIR5.0040.00Yes (X)$0$213,095$119,051
THOMAS J KLINGENBERG
FUND ADMINISTRATOR2.0040.00Yes (X)$0$99,680$75,783
ROELAND F HOEKE
TRUSTEE2.00Yes (X)$0$0$0
PATRICK F DOYLE
TRUSTEE2.0040.00Yes (X)$0$129,262$91,627
ERNEST J MENOLD
CO-CHAIR2.00Yes (X)$0$0$0
DENNIS SIRAVO
ASST ADMINISTRATOR1.0040.00Yes (X)$0$120,545$103,859
BRYAN BUSH
TRUSTEE2.0040.00Yes (X)$0$142,989$92,434
MATTHEW SANO
TRUSTEE (P)2.00Yes (X)$0$0$0
DENNIS O'BRIEN
TRUSTEE2.00Yes (X)$0$0$0
GERARD E GONTZ
TRUSTEE2.00Yes (X)$0$128,324$89,970
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$833,895TotReportableCompRltdOrgAmt
Total Other Compensation$572,724TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19103ADMINISTRATIVE FEES$1,721,752
BENECARD
5040 RITTER ROADMECHANICSBURGPA17055ADMINISTRATIVE FEES$280,840
THE MCKEOGH COMPANY
200 BARR HARBOR DR STE 225CONSHOHOCKENPA19428ACTUARIAL SERVICES$108,715
DELTA DENTAL
1 DELTA DRIVEMECHANICSBURGPA17055ADMINISTRATIVE FEES$104,966
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$49,519,182$49,519,182
PARTICIPANT AND COBRA CONTRIBUTIO525100$6,159,348$6,159,348
401(H) RETIREE INCOME FROM PENSIO525100$1,613,768$1,613,768
FieldValueIRS element (for citing)
Total Program Service Revenue$57,292,298TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,022,122TotalRevenueColumnAmt
Exclusion$1,022,122ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$78,858,230SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$78,279,244SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$578,986SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$578,986TotalRevenueColumnAmt
Related Or Exempt Func Income$578,986RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANOUS INCOME900099$82,363$82,363
VACATION ADMIN FEE900099$3,400$3,400
FieldValueIRS element (for citing)
Other Revenue Total$85,763OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,979,169TotalRevenueColumnAmt
Related Or Exempt Func Income$57,957,047RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,022,122ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$51,747,243TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$484,576TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$213,954TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$283,614TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$44,593TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$85,167TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,586TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$201,378TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$125,381TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$81,988TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$89,269TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$142,297TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,547TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,541TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,651TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
DEPRECIATION EXPENSE AL$30,324
REGULATORY FEES AND TAX$14,266
EDUCATION$3,426
TRUSTEE EXPENSE$3,255

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,615,056TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,516,111BOYAmt
EOY$4,700,320EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,190,275BOYAmt
EOY$4,729,179EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,056,365BOYAmt
EOY$5,857,446EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,333BOYAmt
EOY$7,725EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,636,882BOYAmt
EOY$27,651,448EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,203,585BOYAmt
EOY$5,243,734EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$566,000BOYAmt
EOY$634,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,182,551BOYAmt
EOY$48,823,852EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$213,042BOYAmt
EOY$231,701EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,364,871BOYAmt
EOY$779,330EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,577,913BOYAmt
EOY$1,011,031EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$42,604,638BOYAmt
EOY$47,812,821EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,604,638BOYAmt
EOY$47,812,821EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,182,551BOYAmt
EOY$48,823,852EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,364,113ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$155,930NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPDesc
Book Value$5,243,734BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$5,243,734TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED ORGANIZATIONS$747,474
DUE TO BROKER$31,856
FieldValueIRS element (for citing)
Total Liability$779,330TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$57,127,347TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$155,930NetUnrealizedGainsInvstAmt
Other Revenue$119,254OtherRevenueAmt
Revenue Not Reported-$36,676RevenueNotReportedAmt
Revenue Subtotal$57,164,023RevenueSubtotalAmt
Investment Expenses Not Incld$201,378InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,613,768OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,815,146RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$58,979,169TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$53,413,678TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$53,413,678ExpensesSubtotalAmt
Investment Expenses Not Incld2$201,378InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$201,378ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$53,615,056TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2: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 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:ADDITIONS TO 401(H) ACCOUNT 119,254.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RETIREE INCOME FROM 401(H) ACCOUNT 1,613,768.

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$213,095$0$0$0$0$0$86,948$0$32,103$0$332,146$0$0
THOMAS J KLINGENBERG
FUND ADMINISTRATOR$0$99,680$0$0$0$0$0$54,404$0$21,379$0$175,463$0$0
PATRICK F DOYLE
TRUSTEE$0$129,262$0$0$0$0$0$63,287$0$28,340$0$220,889$0$0
DENNIS SIRAVO
ASST ADMINISTRATOR$0$120,545$0$0$0$0$0$65,839$0$38,020$0$224,404$0$0
BRYAN BUSH
TRUSTEE$0$142,989$0$0$0$0$0$66,213$0$26,221$0$235,423$0$0
GERARD E GONTZ
TRUSTEE$0$128,324$0$0$0$0$0$63,287$0$26,683$0$218,294$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. 80 FORMS W-2 WERE ISSUED FOR THE CALENDAR YEAR 2016. 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 (168 entries)

A & T INSTALLATION SOLUTIONS
A A A SHEET METAL INC
A C GENTRY
A D S INC
ABCO SIGN CO
ACCU-FLOW BALANCING CO LLC
ADVANCED AIR SERVICE GROUP
ADVANCED SPECIALTY CON
AELLA INDUSTRIES
AERDUX INCORPORATED
AIR CONCEPTS INC
AIR SYSTEMS INC
AIR TIGHT HEATING & COOLING
AIRTECH SHEET METAL
ALLIANCE SHEET METAL
AMERICAN METAL CONTRACTORS INC
ANDREW B DUFFY INC
ASSOCIATED INSULATION INC
BALTRONIX INC
BLANSKI ENERGY MANAGEMENT
BOHRER-REAGAN CORP
BONLAND INDUSTRIES
BOSIO METAL SPECIALTIES
BURKHARDT MECHANICAL
C & C CAMPANO HVAC LLC
C & M REFRIGERATION SALES & SE
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 INC
COMPASS SIGN CO
COMPREHENSIVE TESTBALANC
CONTROLLED TEMPERATURE SYSTEMS
CROMEDY CONSTRUCTION CORPORATI
CROSS COUNTRY FOOD SER INS
CUSTOM FINISHERS INC
D & G MECHANICAL
D J SMITH INDUSTRIAL INC
DCI SIGNS & AWNINGS
DELAWARE VAL INST INC
DELTABJDS INC
DIRECT AIR MECHANICAL
DISTRICT COUNCIL #21
DOUBLE D SHEET METAL INC
DREAM MECHANICAL
DWD MECHANICAL CONTRACTOR INC
DYNAMIC BALANCING CO INC
E J DESETA CO INC (DE)
EAGLE MECHANICAL
EAST COAST KITCHEN INST
EAST COAST METAL SYSTEMS
EASTERN AIR BALANCE CORP
EASTERN SIGN TECH
EASTERN SIGN TECH LLC
EBER HVAC INC
ENERPLEX MECHANICAL
ENVIRONMENTAL AIR SERV INC
ENVIRONMENTAL CONSTRUCTION SER
ENVIRONMENTAL CONTROL SERVICES
EPAY INC
ERNEST D MENOLD INC
FILTAIREGENERAL AIRE CORP
FISHER BALANCING COMPANY
FLOOD & STERLING INC
FLUIDICS INC
FOUNTAINHEAD FOOD SERVICES
FREEDOM HEATING & AIR COND
G R SPONAUGLE & SONS
G W METAL PRODUCTS INC
GBI INCTHERMAL PIPING
GENESIO COMPANY
GERARD SHEET METAL FABRICATORS
H T LYONS
HAYS SHEET METAL COMPANY
HUNTER MECHANICAL INC
HYGRADE INSULATORS INC
I D GRIFFITH INC (DE)
INDEPENDENT BALANCING
INDUCT INDUSTRIES
INTERNATIONAL TRAINING INSTITU
J & S FABRICATION
JOSEPH OAT CORP
KAGAN CUSTOM KITCHENS
KASL ENTERPRISE
KDC SHEET METAL INC
KLEIN ELECTRIC ADVERTISING INC
KOLBE CONSTRUCTION
KOTTCAMP SHEET METAL INC
LEHIGH S M ERECTING CO
LEIBOLD INC
LENNOX NATIONAL ACCOUNT SERV
LITTLE BITTS SERVICE INC
LOR-MAR MECH SERVICES INC
LUTHE SHEET METAL INC
M D ROOFING
M W I MECHANICAL
MARCLINE SHEET METAL
MARLYN SHEET METAL INC
MARX SHEET METAL
MASSARA METALS INC
MAXIMUM MECHANICAL
MCCLURE COMPANY
METAL ALLIANCE INC
MIDATLANTIC MECHANICAL
MIK MAR ASSOCIATES INC
MODERN CONTROLS
MULTI-TEMP MECHANICAL INC
N W INDUSTRIES
NATIONAL BALANCING CO
NORTHEAST MECHANICAL
NOVA SIGN GROUP
OPTIMUM PERFORMANCE BALANCING
ORELAND SHEET METAL INC
PARADIGM MECHANICAL LLC
PHILADELPHIA SIGN COMPANY
PRECISION AIR DESIGNS LLC
PRECISION AIR SYSTEMS LLC
PREFERRED PLUMBING & HTG
PREMIER ARCHITECTURAL S M LLC
PRIME SHEET METAL INC
PRO ENERGY MECHANICAL
PROGRESSIVE S M CO K&Z
PSF MECHANICAL INC
PYRO STOP LLC
R F KNOX COMPANY INC
R S HAHN & SONS INC
RADICK CORPORATION
RCG RICHTER COMMISSIONING GR
REAM ROOFING ASSOCIATES
RENICK BROTHERS
RESTAURANT VENT DESIGN
RMR CENTRAL SERVICES INC
ROBERT G GANTER JR CONT
RTS CANOPIES LLC
S P MCCARL & CO INC
SALING ROOFING INC
SASMI
SCANLON ASSOCIATES
SDI EXTERIOR SYSTEMS LLC
SHEET METAL LOCAL #88
SMW # 85
SMW #100 INTER
SOUTH JERSEY METAL INC
SOUTHERN COMFORT MECHANICAL IN
SPECIALTY FABRICATORS INC
SSM INDUSTRIES INC
STONE & WEBSTER CONSTRUCTION I
STROMBERG METAL WORKS
TAB SYSTEMS INC
TABWORKS INC
TANK SERVE INC
TCS HEATING & AC
TEMPERED INSULATION INC
THERMODESIGN CORP
THOMAS CO INC
TOWER RECYCLING SYSTEMS
TRADEMARK SIGN GROUP LLC
URBAN SHEET METAL CO
URBAN SIGN & CRANE INC
V & G CLIMATE SERVICES INC
W F SMITH
WARKO ROOFING COMPANY INC
WM J DONOVAN CO
WYNCOTE S M CO II 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 TypeOTransactionTypeTxt
Involved$1,376,154InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt