SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA: Form 990, tax year 2013
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- Organization
- SHEET METAL WORKERS WELFARE FUND OF SOUTHEASTERN PENNSYLVANIA (EIN 23-1324693)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2015-02-12
- IRS object ID
- 201530439349301303
- Schema version
- 2013v4.0
- 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 | 2015-02-12T10:30:45-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PRESIDENTIAL BLVD SUITE 330 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231324693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS HEALTH FUND OF | BusinessNameLine1 |
| Business Name Line2 | LOCAL UNION NO 19 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 2159521990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S COLUMBUS BLVD - 1ST FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19147 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY MASINO | PersonNm |
| Person Title | CO-CHAIRMAN | PersonTitleTxt |
| Phone | 2159521990 | PhoneNum |
| Signature | 2015-02-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2015-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY MASINO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S COLUMBUS BLVD - 1ST FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19147 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $141,608,501 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | HEALTH FUND | OtherOrganizationDsc |
| Formation | 1949 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,827,731 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,350,320 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,795,706 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,510,218 | CYInvestmentIncomeAmt |
| PY Other Revenue | $97,092 | PYOtherRevenueAmt |
| CY Other Revenue | $109,888 | CYOtherRevenueAmt |
| PY Total Revenue | $38,720,529 | PYTotalRevenueAmt |
| CY Total Revenue | $40,970,426 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $42,920,524 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $50,199,400 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $589,241 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $715,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $690,454 | PYOtherExpensesAmt |
| CY Other Expenses | $709,272 | CYOtherExpensesAmt |
| PY Total Expenses | $44,200,219 | PYTotalExpensesAmt |
| CY Total Expenses | $51,624,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,479,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,653,943 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,534,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,540,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,527,085 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,062,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,007,719 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,478,281 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. | Desc |
| 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 82 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN THOMAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159521990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S COLUMBUS BLVD | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19147 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GARY J MASINO | |||||||
| CO-CHAIR | 5.00 | 40.00 | Yes (X) | $0 | $197,111 | $107,903 | |
| EDMUND J BRANSFIELD | |||||||
| CO-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J KLINGENBERG | |||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $121,446 | $81,362 | |
| ROELAND F HOEKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK F DOYLE | |||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $118,609 | $79,714 | |
| RICHARD BORRADAILE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES J BURKET | |||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $119,726 | $79,997 | |
| ERNEST J MENOLD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN R THOMAS | |||||||
| ADMINISTRATOR | 1.00 | 40.00 | $0 | $126,097 | $84,829 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $682,989 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $433,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA DENTAL | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DELTA DRIVE | AddressLine1 |
| City | MECHANICSBURG | City |
| State | PA | State |
| ZIP Code | 17055 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMINISTRATIVE FEES | ServicesDesc |
| Compensation | $119,366 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $30,422,566 | $30,422,566 |
| PARTICIPANT AND COBRA CONTRIBUTIO | 525100 | $5,927,754 | $5,927,754 |
| 401(H) RETIREE INCOME FROM PENSIO | 525100 | $1,000,000 | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,350,320 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,272,248 | TotalRevenueColumnAmt |
| Exclusion | $1,272,248 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,876,045 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,638,075 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,237,970 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,237,970 | TotalRevenueColumnAmt |
| Exclusion | $2,237,970 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DVHCC PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $109,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,888 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $109,888 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,970,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,460,208 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,510,218 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,199,400 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,230 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,630 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,274 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,563 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,100 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,295 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,358 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,860 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,143 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,658 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,563 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,838 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,962 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRUSTEE EXPENSE | $1,985 |
| REIMBURSEMENT TO ANNUIT | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,624,369 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,660,324 | BOYAmt |
| EOY | $3,746,802 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,641,621 | BOYAmt |
| EOY | $1,462,947 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,637,284 | BOYAmt |
| EOY | $4,016,428 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,166 | BOYAmt |
| EOY | $13,666 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,579,409 | BOYAmt |
| EOY | $32,300,723 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,534,804 | BOYAmt |
| EOY | $41,540,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,588 | BOYAmt |
| EOY | $89,260 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,497 | BOYAmt |
| EOY | $1,973,025 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,085 | BOYAmt |
| EOY | $2,062,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $51,007,719 | BOYAmt |
| EOY | $39,478,281 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,007,719 | BOYAmt |
| EOY | $39,478,281 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,534,804 | BOYAmt |
| EOY | $41,540,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,653,943 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$875,495 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATIONS | Desc |
| Amt | $1,973,025 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,973,025 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,914,479 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$875,495 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,987,905 | OtherRevenueAmt |
| Revenue Not Reported | $2,112,410 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,802,069 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $168,358 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,000,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,168,358 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,970,427 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,456,011 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $51,456,011 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $168,358 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $168,358 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $51,624,369 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2,987,905. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RETIREE INCOME FROM 401(H) ACCOUNT 1,000,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY J MASINO | ||||||||||||||
| CO-CHAIR | $0 | $197,111 | $0 | $0 | $0 | $0 | $0 | $73,166 | $0 | $34,737 | $0 | $305,014 | $0 | $0 |
| THOMAS J KLINGENBERG | ||||||||||||||
| TRUSTEE | $0 | $121,446 | $0 | $0 | $0 | $0 | $0 | $53,269 | $0 | $28,093 | $0 | $202,808 | $0 | $0 |
| PATRICK F DOYLE | ||||||||||||||
| TRUSTEE | $0 | $118,609 | $0 | $0 | $0 | $0 | $0 | $52,021 | $0 | $27,693 | $0 | $198,323 | $0 | $0 |
| CHARLES J BURKET | ||||||||||||||
| TRUSTEE | $0 | $119,726 | $0 | $0 | $0 | $0 | $0 | $52,154 | $0 | $27,843 | $0 | $199,723 | $0 | $0 |
| STEVEN R THOMAS | ||||||||||||||
| ADMINISTRATOR | $0 | $126,097 | $0 | $0 | $0 | $0 | $0 | $58,273 | $0 | $26,556 | $0 | $210,926 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE TRUSTEES HAS DELEGATED THE MANAGEMENT OF WELFARE FUND TO THE FUND ADMINISTRATOR. |
| FORM 990, PART VI, SECTION B, LINE 11 | COPIES OF THE FORM 990 ARE PROVIDED TO CO-CHAIRMEN/TRUSTEES FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL UNION NO 19 PENSION FUND | |||||||
| 1301 SOUTH COLUMBUS BLVD | PHILADELPHIA | PA | 19147 | 231494364 | PENSION FUND | 501(C)(9) | 0 |
| SHEET METAL WORKERS LOCAL UNION NO 19 SUB FUND | |||||||
| 1301 SOUTH COLUMBUS BLVD | PHILADELPHIA | PA | 19147 | 232681497 | SUB FUND | 501(C)(9) | 0 |
| SHEET METAL WORKERS LOCAL UNION NO 19 ANNUITY FUND | |||||||
| 1301 SOUTH COLUMBUS BLVD | PHILADELPHIA | PA | 19147 | 232245696 | ANNUITY FUND | 501(C)(9) | 0 |
| SHEET METAL WORKERS LOCAL UNION NO 19 | |||||||
| 1301 SOUTH COLUMBUS BLVD | PHILADELPHIA | PA | 19147 | 231077755 | LABOR UNION | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (151 entries)
| Legal Domicile StateLegalDomicileStateCd |
|---|
| A A A SHEET METAL INC |
| PA |
| A C GENTRY |
| PA |
| A D S INC |
| NJ |
| ACCU-FLOW BALANCING CO LLC |
| PA |
| ACGWALLACE ROOFING & S METAL |
| PA |
| ADVANCED SPECIALTY CON |
| PA |
| ADVANTAGE CONTRACTING INC |
| PA |
| AERDUX INCORPORATED |
| NJ |
| AIR CONCEPTS INC |
| PA |
| AIR TIGHT HEATING & COOLING |
| PA |
| AIRTECH MECHANICAL SYSTEMS INC |
| NJ |
| ALLIED EQUIPMENT CO INC |
| NJ |
| AMERICAN METAL CONTRACTORS INC |
| PA |
| ANDREW B DUFFY INC |
| NJ |
| ARCHITECTURAL METAL CON |
| PA |
| BALTRONIX INC |
| PA |
| BCE OUTDOOR INC |
| GA |
| BLANSKI ENERGY MANAGEMENT |
| PA |
| BOHRER-REAGAN CORP |
| PA |
| BONLAND INDUSTRIES |
| NJ |
| BOSIO METAL SPECIALTIES |
| PA |
| BROTHERS SHEET METAL |
| NJ |
| BURKHARDT MECHANICAL |
| PA |
| C & C CAMPANO HVAC LLC |
| NJ |
| C & M REFRIGERATION SALES |
| PA |
| C M C PLUMBING HEATING & AC |
| NJ |
| CADDX3 |
| NJ |
| CHRISTIANA MECHANICAL INC |
| DE |
| CITY SIGN SERVICE |
| PA |
| CLEAR CHANNEL OUTDOOR |
| PA |
| CMS MECHANICAL INC |
| PA |
| COMPASS SIGN CO |
| PA |
| COMPREHENSIVE TESTBALANC |
| PA |
| CONSUPCO |
| NJ |
| CONTROLLED TEMPERATURE SYSTEMS |
| PA |
| CORE REALTY |
| PA |
| CROSS COUNTRY FOOD SER INS |
| PA |
| CTA RIGGING |
| PA |
| CUSTOM AIR SERVICES |
| DE |
| CUSTOM FINISHERS INC |
| PA |
| D J SMITH INDUSTRIAL INC |
| PA |
| DELAWARE VAL INST INC |
| NJ |
| DELONG SERVICE CO INC |
| PA |
| DIRECT AIR MECHANICAL |
| PA |
| DOUBLE D SHEET METAL INC |
| PA |
| DREAM MECHANICAL |
| PA |
| DWD MECHANICAL CONTRACTOR INC |
| PA |
| DYNAMIC BALANCING CO INC |
| PA |
| E J DESETA CO INC (DE) |
| DE |
| EASTERN AIR BALANCE CORP |
| PA |
| EASTERN SIGN TECH LLC |
| NJ |
| ENERPLEX MECHANICAL |
| PA |
| ENVIRONMENTAL AIR SERV INC |
| PA |
| ENVIRONMENTAL CLIMATE CONTROL |
| NJ |
| ENVIRONMENTAL CONSTRUCTION SER |
| PA |
| EPAY INC |
| PA |
| ERNEST D MENOLD INC |
| PA |
| FETCHEN SHEET METAL |
| PA |
| FILTAIREGENERAL AIRE CORP |
| PA |
| FIORE SKYLIGHTS DIV OF PEPCO |
| NJ |
| FISHER BALANCING COMPANY |
| NJ |
| FLOOD & STERLING INC |
| PA |
| FLUIDICS INC |
| PA |
| FRANKE INSTALLATION INC |
| TN |
| FREEDOM HEATING & AIR COND |
| PA |
| G R SPONAUGLE & SONS |
| PA |
| G W METAL PRODUCTS INC |
| PA |
| GBI INCTHERMAL PIPING |
| NJ |
| GENESIO COMPANY |
| PA |
| GERARD SHEET METAL FABRICATORS |
| NJ |
| GLEESON POWERS |
| MA |
| GRAVELEY BROTHERS |
| PA |
| GREAT LAKES HOTEL SUPPLY CO |
| MI |
| H L THOMAS INC |
| PA |
| H T LYONS |
| PA |
| HAYS SHEET METAL COMPANY |
| NJ |
| HUNTER MECHANICAL INC |
| PA |
| HYGRADE INSULATORS INC |
| NJ |
| I D GRIFFITH INC (DE) |
| DE |
| INDEPENDENT BALANCING |
| PA |
| INITIAL SOLUTIONS |
| OH |
| IVI NORTH INC |
| WI |
| J & S FABRICATION |
| PA |
| J REGALBUTO PLUMBINGHVAC INC |
| NJ |
| JOSEPH OAT CORP |
| NJ |
| KAGAN CUSTOM KITCHENS |
| NJ |
| KDC SHEET METAL INC |
| PA |
| KOTTCAMP SHEET METAL INC |
| PA |
| LEHIGH S M ERECTING CO |
| PA |
| LEIBOLD |
| PA |
| LITTLE BITTS SERVICE INC |
| PA |
| LOR-MAR MECH SERVICES INC |
| NJ |
| LUTHE SHEET METAL INC |
| NJ |
| MARCLINE SHEET METAL |
| PA |
| MARLYN SHEET METAL INC |
| NJ |
| MARX SHEET METAL |
| PA |
| MASSARA METALS INC |
| NJ |
| MAXIMUM MECHANICAL |
| PA |
| MCCLOSKEY MECHANICAL CONT |
| NJ |
| MCCLURE COMPANY |
| PA |
| MCN MECHANICAL CONTRACTORS |
| PA |
| METAL ALLIANCE |
| PA |
| MID-ATLANTIC MECHANICAL |
| NJ |
| MODERN CONTROLS |
| DE |
| MODERN SHEET METAL INC |
| PA |
| N W INDUSTRIES |
| NJ |
| NATIONAL BALANCING CO |
| NJ |
| NATIONAL GLASS & METAL COMPANY |
| PA |
| NORTHEAST MECHANICAL |
| NJ |
| OPTTIMUM PERFORMANCE BALANCING |
| PA |
| ORELAND SHEET METAL INC |
| PA |
| PHILADELPHIA SIGN COMPANY |
| NJ |
| PRECISION AIR SYSTEMS LLC |
| NJ |
| PREFERRED PLUMBING & HTG |
| PA |
| PREMIER ARCHITECTURAL S M LLC |
| NJ |
| PRIME SHEET METAL INC |
| PA |
| PROGRESSIVE S M CO K&Z |
| PA |
| PSF MECHANICAL INC |
| WA |
| PYRO STOP LLC |
| PA |
| R F KNOX COMPANY INC |
| GA |
| R S HAHN & SONS INC |
| PA |
| RADICK CORPORATION |
| PA |
| REAM ROOFING ASSOCIATES |
| PA |
| RESTAURANT VENT DESIGN |
| NJ |
| ROBERT G GANTER JR CONT |
| PA |
| ROTH BROS INC |
| OH |
| S & E SHEET METAL |
| NJ |
| S P MCCARL & CO INC |
| PA |
| SALING ROOFING INC |
| PA |
| SCANLON ASSOCIATES |
| PA |
| SOUTH JERSEY METAL INC |
| NJ |
| SPECIALTY FABRICATORS INC |
| PA |
| SPIKES TROPHIES |
| PA |
| SSM INDUSTRIES INC |
| PA |
| STONE & WEBSTER CONSTRUCTION I |
| IL |
| TAB SYSTEMS INC |
| NJ |
| TABWORKS INC |
| PA |
| TCS HEATING & AC |
| PA |
| THE WEGMANN CORP |
| PA |
| THERMODESIGN CORP |
| PA |
| THOMAS CO INC |
| NJ |
| THROWER CORP MECH |
| NJ |
| TOTAL SHEET METAL |
| PA |
| TRI STATE BALANCING CO |
| PA |
| URBAN SIGN & CRANE |
| NJ |
| VGM GROUP |
| NJ |
| W F SMITH |
| PA |
| WATER CONTROL |
| PA |
| WILLIAM PROUD MASONRY RESTORAT |
| PA |
| WM J DONOVAN CO |
| PA |
| WYNCOTE S M CO II |
| PA |
| 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS LOCAL 19 PENSION FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $1,345,691 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |