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SHEET METAL WORKERS 73 WELFARE FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SHEET METAL WORKERS 73 WELFARE FUND (EIN 36-2145881)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-08
IRS object ID
201440989349300809
Schema version
2012v2.1
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)
Timestamp2014-04-08T11:51:19-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN320043599EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEGACY PROFESSIONALS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1311 S WACKER DRIVE STE 4000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362145881EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS LOCAL 73 WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSHEENameControl
Phone7084497373Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14530 W ROOSEVELT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROCCO TERRANOVAName
TitleTRUSTEETitle
Phone7084497373Phone
Date Signed2014-04-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRONALD BASTIANName
PTINP00748397PTIN
Phone3123680500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROCCO TERRANOVANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14530 W ROOSEVELT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode
FieldValueIRS element (for citing)
Gross Receipts214541447GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.SM73FUNDS.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1950YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionPROVIDE HEALTH BENEFITSActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees73TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year43898324ProgramServiceRevenuePriorYear
Program Service Revenue CY44260213ProgramServiceRevenueCY
Investment Income Prior Year1564406InvestmentIncomePriorYear
Investment Income Current Year2317412InvestmentIncomeCurrentYear
Other Revenue Prior Year125OtherRevenuePriorYear
Other Revenue Current Year2310OtherRevenueCurrentYear
Total Revenue Prior Year45462855TotalRevenuePriorYear
Total Revenue Current Year46579935TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year40571948BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY38268297BenefitsPaidToMembersCY
Salaries Etc Prior Year1448075SalariesEtcPriorYear
Salaries Etc Current Year1495664SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1492653OtherExpensePriorYear
Other Expenses Current Year1513727OtherExpensesCurrentYear
Total Expenses Prior Year43512676TotalExpensesPriorYear
Total Expenses Current Year41277688TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1950179RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5302247RevenuesLessExpensesCY
Total Assets BOY77720501TotalAssetsBOY
Total Assets EOY85778501TotalAssetsEOY
Total Liabilities BOY8453370TotalLiabilitiesBOY
Total Liabilities EOY8498729TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY69267131NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY77279772NetAssetsOrFundBalancesEOY
Mission DescriptionPROVISION OF HEALTH BENEFITS TO MEMBERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTO PROVIDE HEALTH, DENTAL AND LIFE BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109694NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees73NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJOSEPH OHMNamePerson
Telephone Number7084497373TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14530 W ROOSEVELT ROADAddressLine1
CityHILLSIDECity
StateILState
ZIP Code60162ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
ROCCO TERRANOVA
TRUSTEE3.0040.00X0218456111199
DAN AHERN
TRUSTEE3.0040.00X014764688499
MIKE VITTORIO
TRUSTEE3.0040.00X016006992632
JOHN DELANO
TRUSTEE3.00X000
JOHN P HARMON SR
TRUSTEE3.00X000
JAMES S BILLARD
TRUSTEE3.00X000
ROBERT SCHNEIDER
TRUSTEE - PAST3.0040.00X08386953014
JOSEPH OHM
ADMINISTRATOR40.00190236052434X
FieldValueIRS element (for citing)
Total Reportable Comp From Org190236TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs610040TotalReportableCompFrmRltdOrgs
Total Other Compensation397778TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BLUE CROSS BLUE SHIELD
300 EAST RANDOLPHCHICAGOIL60601PPO PROVIDER1530824
GREGORIO & ASSOCIATES
2 NORTH LASALLE STREET SUITE 1650CHICAGOIL60602LEGAL220381
FRANCZEK REDELET
300 S WACKER SUITE 3400CHICAGOIL60606LEGAL162947
DELTA DENTAL
801 OGDEN AVENUELISLEIL60532DENTAL PROVIDER139190
BICC
17W733 BUTTERFIELD ROAD SUITE GOAK BROOK TERRACEIL60181COMPUTER PROGRAMMER128398
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS9000993541966535419665
RETIREE CONTRIBUTIONS90009961516576151657
MEDICARE PT. D REBATES90009911442261144226
COBRA CONTRIBUTIONS AN900099793953793953
REIMBURSED ADMINISTRAT900099750712750712
FieldValueIRS element (for citing)
Total Program Service Revenue44260213TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1379217TotalRevenueColumn
Exclusion$1,379,217ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities168899707Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities167961512Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities938195Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column938195TotalRevenueColumn
Exclusion$938,195ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column2310TotalRevenueColumn
Exclusion$2,310ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2310TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column46579935TotalRevenueColumn
Related Or Exempt Function Income44260213RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,319,722ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total38268297Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total241235Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total813579Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total78776Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total271463Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total90611Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total363865Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total64373Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total263800Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total172819Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total245383Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total139231Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total201611Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16069Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8343Total

Insurance Insurance

FieldValueIRS element (for citing)
Total20416Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
COALITION MEMBERSHIP FE16363
MISCELLANEOUS1454

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total41277688Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY595821BOY
EOY616969EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY10468815BOY
EOY15530542EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2680000BOY
EOY2772000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY75271BOY
EOY77320EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis585888LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec558772LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY29770BOY
EOY27116EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY62563522BOY
EOY65794638EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1307302BOY
EOY959916EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY77720501BOY
EOY85778501EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY197321BOY
EOY140556EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY8256049BOY
EOY8358173EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY8453370BOY
EOY8498729EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY69267131BOY
EOY77279772EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY69267131BOY
EOY77279772EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY77720501BOY
EOY85778501EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses5302247ReconcilationRevenueExpenses
Reconciliation Unrealized Invest2710394ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis585888OtherCostOrOtherBasis
Depreciation558772Depreciation
Book Value27116BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings27116TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEPOSITS - NON BARGAINED PLAN$259,901
DUE TO BROKER$8,098,272
FieldValueIRS element (for citing)
Total Of Amounts8358173TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt48275817TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments2710394NetUnrealizedGainsInvestments
Revenue Not Rptd F9902710394RevenueNotRptdF990
Revenue Subtotal45565423RevenueSubtotal
Investment Expenses Not Included263800InvestmentExpensesNotIncluded
Other Revenues Not Included750712OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1014512RevenueNotRptdOnFinStmt
Total Revenue Per Form99046579935TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt40263176TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal40263176ExpensesSubtotal
Investment Expenses Not Included2263800InvestmentExpensesNotIncluded2
Other Expenses Not Included750712OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1014512ExpensesNotRptdOnFinStmt
Total Expenses Per Form99041277688TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMINISTRATIVE EXPENSES 750,712.
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSED ADMINISTRATIVE EXPENSES 750,712.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROCCO TERRANOVA
TRUSTEE02184560000089125022074032965500
DAN AHERN
TRUSTEE01476460000066425022074023614500
MIKE VITTORIO
TRUSTEE01600690000070558022074025270100
JOSEPH OHM
ADMINISTRATOR19023600000177810346530242670000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES WHO REVIEW AND APPROVE THE RETURN BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15BTHE SALARY OF THE FUND ADMINISTRATOR IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO PARTICIPANTS AT THE FUND OFFICE UPON THEIR REQUEST.
FORM 990, PART VII, LINE 1ATHE ADMINISTRATOR OF THE PLAN IS ALSO THE ADMINISTRATOR OF THE RELATED PENSION PLAN. THE REPORTING ORGANIZATION INITIALLY PAYS THE ADMINISTRATOR'S SALARY AND BENEFITS. AMOUNTS ARE REIMBURSED PERIODICALLY BASED ON AN ALLOCATION APPROVED BY THE TRUSTEES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrg
SMW LOCAL 73 PENSION FUND
4530 W ROOSEVELT ROADHILLSIDEIL60162516126221PROVIDE PENSION BENEFITS TO MEMBERSIL401(A)0
SMW LOCAL UNION 73
4550 ROOSEVELT ROADHILLSIDEIL60162362145881ORGANIZE WORKERS FOR ECONOMIC, MORAL AND SOCIAL ADVANCEMENTIL501(C)50
SMW LOCAL 73 APR FUND AND JOURNEYMEN'S TRNG FUND
2701 WEST VAN BURENBELLWOODIL60104366127341PROVIDE FOR SUPPORT, MAINTENANCE, AND ADMINISTRATION OF APPR TRAINING PROGRAIL501(C)50

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Primary ActivityPrimaryActivityDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
AT MECHANICAL LLC
CONTRIBUTING EMPLOYER00
HAYES MECHANICAL
CONTRIBUTING EMPLOYER00
INTERACTIVE BUILDING SOLUTIONS LLC
CONTRIBUTING EMPLOYER00
LUSETHERMAL TECHNOLOGIES LLC
CONTRIBUTING EMPLOYER00
NATIONS ROOF NORTH LLC
CONTRIBUTING EMPLOYER00
POINT 1 ENGINEERING
CONTRIBUTING EMPLOYER00

Form990 Schedule R Part IV Form990ScheduleRPartIV (189 entries)

Primary ActivityPrimaryActivityControlled OrgControlledOrg
A & H MECHANICAL INC
CONTRIBUTING EMPLOYER0
ACTIVE GLASS CO INC
CONTRIBUTING EMPLOYER0
ADMIRAL HEATING & VENTILATING INC
CONTRIBUTING EMPLOYER0
ADMIRAL MECHANICAL SERVICES INC
CONTRIBUTING EMPLOYER0
ADVANCE MECHANICAL SYSTEMS INC
CONTRIBUTING EMPLOYER0
AERO TESTING & BALANCING SYSTEMS INC
CONTRIBUTING EMPLOYER0
AFFORDABLE COMFORT CONSTRUCTION HVAC INC
CONTRIBUTING EMPLOYER0
AIR COMFORT CORPORATION
CONTRIBUTING EMPLOYER0
AIR DESIGN SYSTEMS INC
CONTRIBUTING EMPLOYER0
AIR FILTER HEATING & COOLING INC
CONTRIBUTING EMPLOYER0
AIR SUPPLY AIR CONDITIONING & HEATING INC
CONTRIBUTING EMPLOYER0
AIR-RITE HEATING & COOLING
CONTRIBUTING EMPLOYER0
ALL CHICAGO INC
CONTRIBUTING EMPLOYER0
ALLPOINTS INC
CONTRIBUTING EMPLOYER0
AMBER MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
AMERICAN ENGINEERING INC
CONTRIBUTING EMPLOYER0
AMERICAN SHEET METAL FABRICATORS INC
CONTRIBUTING EMPLOYER0
ANCHOR MECHANICAL INC
CONTRIBUTING EMPLOYER0
ANTHONY ROOFING TECTA AMERICA LLC
CONTRIBUTING EMPLOYER0
ANY TEMPERATURE INC
CONTRIBUTING EMPLOYER0
ARCHITECTURAL METAL ERECTORS INC
CONTRIBUTING EMPLOYER0
ARCHITECTURAL PANEL SYSTEMS INC
CONTRIBUTING EMPLOYER0
ARNOLD HEATING CLEANING & SHEETMETAL INC
CONTRIBUTING EMPLOYER0
B & B SHEET METAL CO INC
CONTRIBUTING EMPLOYER0
BR PRODUCTIONS INC
CONTRIBUTING EMPLOYER0
BENNETT & BROSSEAU ROOFING INC
CONTRIBUTING EMPLOYER0
BIEDRON HEATING & COOLING INC
CONTRIBUTING EMPLOYER0
BOSWELL BUILDING CONTRACTORS INC
CONTRIBUTING EMPLOYER0
C A HAYES MECHANICAL INC
CONTRIBUTING EMPLOYER0
C ACITELLI HEATING & PIPING CONTRACTORS INC
CONTRIBUTING EMPLOYER0
CEMCO COMPLETE ENERGY MANAGEMENT CONTROL CO
CONTRIBUTING EMPLOYER0
CANNON MANAGEMENT GROUP
CONTRIBUTING EMPLOYER0
CHICAGO BLOW PIPE CO
CONTRIBUTING EMPLOYER0
CHICAGO COOLING CORP
CONTRIBUTING EMPLOYER0
CIRCLE R MECHANICAL INC
CONTRIBUTING EMPLOYER0
CLIMATE MASTER MECHANICAL CONTRACTORS INC
CONTRIBUTING EMPLOYER0
CLIMATE SERVICE INC
CONTRIBUTING EMPLOYER0
CLIMATEMP INC
CONTRIBUTING EMPLOYER0
CLIMATEMP SERVICE GROUP LLC
CONTRIBUTING EMPLOYER0
COLUMBIA SHEET METAL WORKS INC
CONTRIBUTING EMPLOYER0
COMBINED MECHANICAL INDUSTRIES LLC
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COMBINED ROOFING INC
CONTRIBUTING EMPLOYER0
COMFORT TEMP INC
CONTRIBUTING EMPLOYER0
COMMERCIAL HEATING & AIR CONDITIONING LLC
CONTRIBUTING EMPLOYER0
COMMERCIAL SPECIALTIES INC
CONTRIBUTING EMPLOYER0
CONTROLLED ENRIVONMENT TESTING & BALANCING INC
CONTRIBUTING EMPLOYER0
CORRECT CONSTRUCTION INC
CONTRIBUTING EMPLOYER0
COTTAGE SHEET METAL LLC
CONTRIBUTING EMPLOYER0
CRITICAL ENVIRONMENTS PROFESSIONALS INC
CONTRIBUTING EMPLOYER0
CT MECHANICAL
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D & K SHEET METAL INC
CONTRIBUTING EMPLOYER0
DEKALB MECHANICAL INC
CONTRIBUTING EMPLOYER0
DELTA HEATING & AIR CONDITIONING INC
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DEMCO INC
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DENNING INC
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DES PLAINES GLASS COMPANY
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DOMAIN CORPORATION
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DOORNBOS HEATING & AIR CONDITIONING
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EAST IOWA DECKS SUPPORT INC
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EDMAR HEATING & COOLING CO
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EDWARDS ENGINEERING INC
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EMCOR SERVICES TEAM MECHANICAL INC
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ENVIRO MECHANICAL INC
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ERA GROUP INC
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ERICKSON ELECTRICAL EQUIPMENT CO
CONTRIBUTING EMPLOYER0
FE MORAN INC
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FAB RITE SHEET METAL
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FLO-TECH MECHANICAL SYSTEMS INC
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FOUR SEASONS MECHANICAL INC
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FRANK KREUTZER & CO
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GE MATHIS CO
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GARSH MECHANICAL LLC
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GHC MECHANICAL INC
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GROSSE MECHANICAL CONTRACTORS OF ILLINOIS INC
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GT MECHANICAL PROJECTS & DESIGN INC
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GUS BERTHOLD ELECTRIC CO
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HARTWIG PLUMBING & HEATING INC
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HEMINGWAY INC
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HENNESSY SHEET METAL INC
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HILL MECHANICAL CORP
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ICON IDENTITY SOLUTIONS
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INDEPENDENT MECHANICAL INDUSTRIES INC
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INSTITUTIONAL EQUIPMENT INC
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INTERNATIONAL CHIMNEY CORP
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INTERNATIONAL TEST & BALANCE INC
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J & A SHEET METAL
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JENSEN'S PLUMBING & HEATING INC
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JERRY OELERICH HEATING VENT & AC INC
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JOHN J CAHILL INC
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JOHN J RICKHOFF SHEET METAL CO INC
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JOHN MAIER CO
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JOHN'S SERVICE & SALES INC
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JONES & CLEARY SHEET METAL CO INC
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KBS SHEET METAL INC
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KCW ENVIRONMENTAL CONDITIONING INC
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KEY WEST METAL INDUSTRIES INC
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KIRBY SHEET METAL WORKS INC
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KNICKERBOCKER SHEET METAL CO INC
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KROESCHELL ENGINEERING CO INC
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L MARSHALL INC
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LMI TEST & BALANCE INC
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MAGIC INSTALLATIONS INC
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MAHONEY PLUMBING INC
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MARTIN PETERSEN CO
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MCCAULEY MECHANICAL CONSTRUCTION INC
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MECHANICAL CONCEPTS OF ILLINOIS INC
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MECHANICAL TEST & BALANCE INC
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MECHANICAL INC
CONTRIBUTING EMPLOYER0
METAL EDGE INC
CONTRIBUTING EMPLOYER0
METAL ERECTOR INC
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METAL WORKS OF CHICAGO INC
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METALMASTER SHEETMETAL INC
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MIDWEST M & P INC
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MK INDUSTRIES INC
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M-K SIGNS INC
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ML RONGO INC
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MORTENSON ROOFING CO INC
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MURPHY & MILLER INC
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MW POWELL CO
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NATIONAL HEAT & POWER CORP
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NOBLE AIR LLC
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PASQUESI PLUMBING CORP
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PERFECT TEMPERATURE CONTROL INC
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PERFORMANCE MECHANICAL CONTRACTORS INC
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PRIDE MECHANICAL INC
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PROGRESSIVE DYNAMICS INC
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QUALITY ERECTORS 1 INC
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QUALITY METAL INC
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QU-BAR INC
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RB HAYWARD CO
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REM INC
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RGH HEATING & COOLING INC
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RJ OLMEN COMPANY
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RAB AIR BALANCE INC
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RAM MECHANICAL SERVICES INC
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RAUSCH INC
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RICE MECHANICAL INC
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ROBERTS ENVIRONMENTAL CONTROL CORP
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ROOFS INC
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RUSH MECHANICAL CONTRACTORS INC
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SCHMIDT STEEL INC
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SEAL TIGHT EXTERIORS INC
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SERVICE MECHANICAL INDUSTRIES INC
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STANTON MECHANICAL
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STERN CORPORATION
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SUN RAY HEATING INC
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SUPERIOR SHEET METAL & HEATING INC
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TRICO MECHANICAL INC
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YOUNA MECHANICAL INC
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FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
SHEET METAL WORKERS 73 PENSION FUND
O483054
SHEET METAL WORKERS 73 PENSION FUND
Q628346
SHEET METAL WORKERS 73 PENSION FUND
N145292
SHEET METAL WORKERS LOCAL UNION 73
K183628