SMART LOCAL 265 WELFARE FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMART LOCAL 265 WELFARE FUND (EIN 36-2356062)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-25
- IRS object ID
- 202630849349300613
- Schema version
- 2024v5.5
- 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 | 2026-03-25T08:43:36-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calibre CPA Group PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 West Monroe St Ste310 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362356062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART LOCAL 265 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEE | BusinessNameControlTxt |
| Phone | 6306687260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 WOODCREEK DR | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT GUGALA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6306687260 | PhoneNum |
| Signature | 2026-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andy Hein | PreparerPersonNm |
| PTIN | P00499757 | PTIN |
| Phone | 3126550037 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 WOODCREEK DR | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,756,035 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 88 | 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 | $33,703,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,346,855 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$710,154 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,088,222 | CYInvestmentIncomeAmt |
| PY Other Revenue | $631,644 | PYOtherRevenueAmt |
| CY Other Revenue | $837,835 | CYOtherRevenueAmt |
| PY Total Revenue | $33,624,556 | PYTotalRevenueAmt |
| CY Total Revenue | $40,272,912 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $30,971,198 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $35,565,656 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,527,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,603,038 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,961,124 | PYOtherExpensesAmt |
| CY Other Expenses | $5,014,172 | CYOtherExpensesAmt |
| PY Total Expenses | $37,459,627 | PYTotalExpensesAmt |
| CY Total Expenses | $42,182,866 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,835,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,909,954 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,447,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,221,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,525,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,523,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,921,667 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,698,724 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 88 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE EBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6306687260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3110 WOODCREEK DR | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155411 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 |
|---|---|---|---|---|---|---|---|
| BRIAN DAHLMAN | |||||||
| TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $166,233 | $102,757 | |
| KEVIN GALASS | |||||||
| TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $174,105 | $103,959 | |
| MATTHEW GUGALA | |||||||
| TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $216,421 | $112,324 | |
| RON MIKA | |||||||
| TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $165,023 | $102,421 | |
| PAT HUDGENS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SHAW | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN WIESBROOK | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRANCE VAN SOMEREN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE CATANZARO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DANIEL | |||||||
| FORMER TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $135,951 | $61,013 | |
| ANDY YONKUS | |||||||
| FORMER TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM SYRON | |||||||
| TRUSTEE | 3.00 | 40.00 | Yes (X) | $0 | $162,920 | $102,321 | |
| EMILY BANDERA | |||||||
| PENSION MANAGER | 40.00 | $100,547 | $0 | $64,732 | Yes (X) | ||
| BRIAN DOXIE | |||||||
| CLAIMS MANAGER | 40.00 | $112,434 | $0 | $68,766 | Yes (X) | ||
| KATIE EBY | |||||||
| ADMINISTRATOR | 40.00 | $184,272 | $0 | $69,570 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $397,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,020,653 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $787,863 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 300 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | PPO ACCESS FEES | $837,546 |
| EXPRESS SCRIPTS | |||||
| 1 EXPRESS WAY | ST LOUIS | MO | 63121 | RX ADMIN FEES | $466,532 |
| VALENZ PROTEKHT LLC | |||||
| 23048 N 15TH AVENUE | PHOENIX | AZ | 85027 | CLAIM FEES | $253,334 |
| THE SEGAL COMPANY | |||||
| 101 NORTH WACKER STE 500 | CHICAGO | IL | 60606 | CONSULTING/ACTUARIAL FEES | $187,723 |
| BAUM SIGMAN AUERBACH & NEUMAN | |||||
| 200 W ADAMS STREET STE 2200 | CHICAGO | IL | 60606 | LEGAL FEES | $149,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $35,459,764 | $35,459,764 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $2,887,091 | $2,887,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,346,855 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $603,139 | TotalRevenueColumnAmt |
| Exclusion | $603,139 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,968,206 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,483,123 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $485,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,083 | TotalRevenueColumnAmt |
| Exclusion | $485,083 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMB FROM AFFILIATES | 900099 | $699,165 | $699,165 |
| AFFORDABLE CARE ACT SETTLEMENT | 900099 | $138,670 | $138,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $837,835 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,272,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,184,690 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,088,222 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,565,656 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,071 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,332 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,868 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,767 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,686 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,641 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,881 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,067,136 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,684 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,708 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,301 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,345 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,881 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,452 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACA FEES | Desc |
| Total | $11,457 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,182,866 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,573 | BOYAmt |
| EOY | $1,581,731 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,886 | BOYAmt |
| EOY | $2,226,074 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,034,156 | BOYAmt |
| EOY | $3,886,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,177 | BOYAmt |
| EOY | $527,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,197,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $581,396 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,436 | BOYAmt |
| EOY | $616,252 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,902,244 | BOYAmt |
| EOY | $11,511,134 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,561,570 | BOYAmt |
| EOY | $22,402,332 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,609,080 | BOYAmt |
| EOY | $1,470,515 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,447,122 | BOYAmt |
| EOY | $44,221,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,023 | BOYAmt |
| EOY | $142,351 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,399,432 | BOYAmt |
| EOY | $19,380,888 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,525,455 | BOYAmt |
| EOY | $19,523,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,921,667 | BOYAmt |
| EOY | $24,698,724 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,921,667 | BOYAmt |
| EOY | $24,698,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,447,122 | BOYAmt |
| EOY | $44,221,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,909,954 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,687,011 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,131,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $555,146 | DepreciationAmt |
| Book Value | $576,557 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,490 | DepreciationAmt |
| Book Value | $30,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,760 | DepreciationAmt |
| Book Value | $9,127 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $616,252 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $5,354,528 | F |
| COMMON COLLECTIVE TRUSTS | $17,047,804 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,402,332 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $1,025,000 |
| EST LIAB FUT CLAIMS-FROM EXTNDED ELIG | $14,074,300 |
| EST LIAB FUT CLAIMS-INCURRED NOT REPORTE | $4,101,000 |
| ACCRUED PAYROLL TAXES AND WITHHOLDINGS | $958 |
| OPERATING LEASE LIABILITIES | $159,536 |
| DUE TO BROKERS | $20,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,380,888 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,165,877 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,687,011 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,687,011 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,478,866 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $94,881 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $699,165 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $794,046 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,272,912 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,282,620 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,282,620 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $94,881 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,805,365 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,900,246 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,182,866 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The trust established under the Plan to hold the Plan's assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code as a tax-exempt organization. The Plan has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan Sponsor believes that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of June 30, 2025, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. |
| Part XI, Line 4b - Other Adjustments: | REIMB EXPENSES FROM AFFILIATED FUNDS 699,165. |
| Part XII, Line 4b - Other Adjustments: | REIMB. EXPENSES FROM AFFILIATED FUNDS 699,165. INC IN CLAIMS PAYABLE AND IBNR 1,475,000. INC IN LIABILITY FOR EXTENDED ELIGIBILITY 1,631,200. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW GUGALA | ||||||||||||||
| TRUSTEE | $0 | $191,346 | $0 | $0 | $0 | $25,075 | $0 | $79,386 | $0 | $32,938 | $0 | $328,745 | $0 | $0 |
| KEVIN GALASS | ||||||||||||||
| TRUSTEE | $0 | $156,407 | $0 | $0 | $0 | $17,698 | $0 | $71,238 | $0 | $32,721 | $0 | $278,064 | $0 | $0 |
| BRIAN DAHLMAN | ||||||||||||||
| TRUSTEE | $0 | $148,750 | $0 | $0 | $0 | $17,483 | $0 | $70,013 | $0 | $32,744 | $0 | $268,990 | $0 | $0 |
| RON MIKA | ||||||||||||||
| TRUSTEE | $0 | $148,750 | $0 | $0 | $0 | $16,273 | $0 | $69,700 | $0 | $32,721 | $0 | $267,444 | $0 | $0 |
| TOM SYRON | ||||||||||||||
| TRUSTEE | $0 | $148,750 | $0 | $0 | $0 | $14,170 | $0 | $69,553 | $0 | $32,768 | $0 | $265,241 | $0 | $0 |
| KATIE EBY | ||||||||||||||
| ADMINISTRATOR | $184,272 | $0 | $0 | $0 | $0 | $0 | $39,027 | $0 | $30,543 | $0 | $253,842 | $0 | $0 | $0 |
| JOHN DANIEL | ||||||||||||||
| FORMER TRUSTEE | $0 | $106,985 | $0 | $0 | $0 | $28,966 | $0 | $45,007 | $0 | $16,006 | $0 | $196,964 | $0 | $0 |
| BRIAN DOXIE | ||||||||||||||
| CLAIMS MANAGER | $112,434 | $0 | $0 | $0 | $0 | $0 | $38,313 | $0 | $30,453 | $0 | $181,200 | $0 | $0 | $0 |
| EMILY BANDERA | ||||||||||||||
| PENSION MANAGER | $100,547 | $0 | $0 | $0 | $0 | $0 | $34,166 | $0 | $30,566 | $0 | $165,279 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE TRUSTEES HAVE AUTHORIZED THE FUND'S CHAIRMAN AND/OR SECRETARY TO REVIEW THE FORM 990 BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, line 12c | PERSONS COVERED BY THE CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE BOARD OF TRUSTEES THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. FOR EACH INTEREST DISCLOSED TO THE BOARD OF TRUSTEES, THE TRUSTEES WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF TRUSTEES AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO REFUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE FUNDS; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE FUND, OR IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE FUND'S REMOVAL PROCEDURES. THE ADMINISTRATIVE MANAGER WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE BOARD OF TRUSTEES IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. |
| Form 990, Part VI, Section C, line 19 | A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE US DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE US DEPARTMENT OF LABOR. |
| Form 990, Part XII, Line 2c | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| SMART LOCAL 265 PENSION | ||||||||
| 3110 WOODCREEK DRIVE | DOWNERS GROVE | IL | 60515 | 366168611 | PENSION FUND | IL | 401(A) | 0 |
| SMART LOCAL 265 SUPPLEMENTAL RETIREMENT PLAN | ||||||||
| 3110 WOODCREEK DRIVE | DOWNERS GROVE | IL | 60515 | 363911499 | ANNUITY FUND | IL | 401(A) | 0 |
| SMART LOCAL 265 LMCC | ||||||||
| 3110 WOODCREEK DRIVE | DOWNERS GROVE | IL | 60515 | 364146794 | LABOR MANAGEMENT COOPERATION COMMITTEE | IL | 501(c)(5) | 0 |
| SMART LOCAL 265 EDUCATION | ||||||||
| 3110 WOODCREEK DRIVE | DOWNERS GROVE | IL | 60515 | 366148078 | TRAINING FUND | IL | 501(c)(5) | 0 |
| SMART LOCAL 265 | ||||||||
| 3110 WOODCREEK DRIVE | DOWNERS GROVE | IL | 60515 | 362368182 | LABOR UNION | IL | 501(c)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (202 entries)
| A T MECHANICAL LLC |
| A-1 ROOFING CO |
| ADVANCE MECHANICAL SYSTEMS IN |
| AERO PERFORMANCE GROUP |
| AIR COMFORT CORP |
| AIR DESIGN SYSTEMS INC |
| AIR FLOW CO INC |
| AIR RITE HEATING & COOLING |
| AIR-DUCT MFG & SUPPLY INC |
| AIRTECH HEATING & AC CORP |
| ALBERT J WAGNER & SONLLC |
| ALL AMERICAN ROOFING COINC |
| ALL TECH MECHANICAL SERVICES I |
| ALLIED POWER LLC |
| ALLOY ARCHITECTURAL SOLUTIONS |
| ALLSTATE METAL FAB |
| ALTHOFF INDUSTRIES INC |
| AMBER MECHANICAL CONTRACTORS I |
| AMCO INC |
| AMERICAN AIR MECH SERV INC |
| ANTARCTIC MECHANICAL SERVICES |
| ANTHONY ROOFING LTD |
| ANY TEMPERATURE |
| ANYTIME HEATING & AC INC |
| ARCHITECTURAL PANEL SYSTEMS |
| ARCO III |
| ARCO PRODUCTION I |
| ARMBRUST PLUMBING & HEATING |
| ARTLIP & SONS INC |
| ATOMATIC MECHANICAL SERVICES I |
| AUTUMN CONSTRUCTION SERVICES I |
| B R PRODUCTIONS |
| BEERY HEATING & COOLING INC |
| BENNETT & BROSSEAU ROOFING INC |
| BENNETT & BROSSEAU SHEET METAL |
| BIEDRON HEATING & COOLING |
| BLACKHAWK HVAC INC |
| BLUE RIDGE HEATING & AIR |
| BOSWELL BUILDING CONTRACTORS |
| BRANDSAFWAY INDUSTRIES |
| BRIGADIER ROOFING INC |
| BUILT 3D LLC |
| C & E HEATING |
| C ACITELLI HTG & PIPING CON IN |
| CAREY'S HEATING & AC INC |
| CENTURY CHUTE PW |
| CHAPMAN'S MECHANICAL |
| CLIMATE TECH HTG & CLG |
| COMBINED ROOFING INC |
| COMBINED SERVICES HVAC |
| COMPLETE MECH SERVICES |
| CONTROLLED ENVIRONMENT TESTING |
| COTTAGE SHEET METAL INC |
| CRITICAL HVAC SYSTEMS |
| CROWN CORR INC |
| CROWTHER ROOFING & SM INC |
| CT MECHANICAL LLC |
| CYGNUS SERVICES INC DBA CSI IN |
| D & L INSTALLATIONS INC |
| D & L SHEET METAL INC |
| DAHLMAN SHEET METAL |
| DE LA ROSA HEATING & COOLING C |
| DEKALB MECHANICAL |
| DEKAYO dba ORTIZ CONTRACTING G |
| DENNINGINC |
| DEPUE MECHANICAL |
| DIVERSIFIED GENERAL CONTRACTOR |
| EAST MOLINE SHEET METAL CO |
| EDWARDS ENGINEERING INC |
| ELENS & MAICHIN ROOFING & SM |
| ELGIN SHEET METAL CO |
| EMCOR SERVICES TEAM MECH |
| ENCLOSURE SOLUTIONS & FACADES |
| ENVIRO MECHANICAL INC |
| EOS MECHANICAL INC |
| EXCEL MECHANICAL SERVICES |
| EXCELLENCE & QUALITY ARCH SM |
| FE MORAN INC |
| FAITH MECHANICAL INC |
| FEDERAL SIGNAL CORP |
| FIRE & ICE MECHANICAL LLC |
| FIRE 'N' ICE INC |
| FIVCO INC |
| FLO-TECH MECHANICAL SYSTEMS |
| GALAS HEATING & AIR |
| GENGLER-LOWNEY LASER WORKSINC |
| GHC MECHANICAL INC |
| GLADE PLUMBING & PIPING CO |
| GOLDMORE MECHANICAL LLC |
| GRAND TOTAL |
| GREAT LAKES HOTEL SUPPLY |
| GREAT LAKES PLUMBING & HEATING |
| GROSSE MECHANICAL |
| GRP WEGMAN COMPANY |
| GT MECHANICAL PROJECTS & DESIG |
| H R STEWART INC |
| H T H MECHANICAL SERVICES |
| H V A C FITTINGS LLC |
| HARTWIG P & H INC |
| HAYES COMMERCIAL LLC |
| HILL MECHANICAL GROUP |
| HOLOHAN HEATING & SHEET METAL |
| INCLINE INDUSTRIAL SERVICES IN |
| IN-STALL INC |
| INSTITUTIONAL EQUIPMENT INC |
| INSTITUTIONAL EQUIPMENT INC |
| INTERNATIONAL ASSOC OF SM AIR |
| INTERNATIONAL TEST & BALANCE |
| INTERNATIONAL TRAINING INSTITU |
| J L ADLER ROOFING & SHEET META |
| J&B MECHANICAL SYSTEMS INC |
| JAMESON SHEET METAL INC |
| JASON MECHANICAL CORP |
| JENSENS PLB & HTG INC |
| JOHN ALAN CONSTRUCTION INC |
| JONES ARCHITECTURAL METAL |
| KEY WEST METAL INDUSTRIES |
| KORELLIS ROOFING INC |
| LANGLOIS ROOFING INC |
| LEA HEATING & AC |
| LEWIS TEST & BALANCE INC |
| M & M SHEET METAL INC |
| M G MECHANICAL CONTRACTING INC |
| M K INDUSTRIES INC |
| MARTIN PETERSEN COMPANY |
| MCDONOUGH MECHANICAL SERVICE |
| MECHANICAL INC |
| MECHANICAL TEST & BALANCE |
| MEL-O-AIR HEATING |
| MENDEL PLUMBING & HTG INC |
| MEP MECHANICAL SERVICES LLC |
| METAL EDGE INC |
| METAL MECHANICS INC |
| METAL WORKS OF CHICAGO |
| METALMASTER ROOFMASTER |
| MID-AMERICA TEST & BALANCE |
| MIDWEST MECHANICAL HOLDINGS CO |
| MOLTREE MECHANICAL |
| MORTENSON ROOFING INC |
| MT MECHANICAL LLC |
| MZI ELECTRIC |
| OAKSTONE HOLDINGS dba K&J HTG |
| O-B INDUSTRY INC |
| OCHOA MECHANICAL GROUP LLC |
| O'HARE MECHANICAL CONTRACTORS |
| OMEGA PLUMBING INC |
| PERFORMANCE MECH CONTRACTOR |
| PETER PERELLA & Co |
| POEHNER DILLMAN & MAHALIK |
| PRAIRIE SERVICE GROUPINC |
| PRECISION PIPING INC |
| PREMIER STEEL SOLUTIONS INC |
| PREMISTAR |
| PRIME METAL WORKS LLC |
| PRO-FAB SHEET METAL INC |
| PROGRESSIVE DYNAMICS INC |
| QUALITY ERECTORS 1 INC |
| QUALITY MECHANICAL INC |
| R J KUHN PLUMBING HEATING & CL |
| R J OLMEN CO |
| R J O'NEIL INC |
| RJ ARCHITECTURAL SHEET METAL |
| RAM MECHANICAL SERVICES INC |
| REYES PROFESSIONAL INSTALLATIO |
| RGH HEATING & COOLING |
| ROBERTS ENVIRONMENTAL CONTROL |
| ROSS MECHANICAL GROUP INC |
| ROYAL SHEET METAL |
| S & S METALS LTD |
| SEASON COMFORT CORP |
| SERVICE CONCEPTS INC |
| SHERMAN MECHANICAL INC |
| SOLUTIONS MECHANICAL |
| SOUTH TOWN REFRIGERATION CORP |
| SPECIAL PROJECTS GROUPLLC |
| SPECIALIZED TESTING & BALANCIN |
| STATE AUTOMATIC HTG & CLG |
| STATE MECHANICAL SERVICES |
| STERLING COMMERCIAL ROOFING IN |
| STYLE RITE |
| SULLIVAN ROOFING |
| SUMMIT MECHANICAL GROUP |
| SUN MECHANICAL SYSTEM |
| SUPERIOR TEST & BALANCE INC |
| T&R HEATING & COOLING INC |
| TEMPCO HEATING & AC |
| TEMPERATURE SERVICE CO |
| THYBAR |
| TOTAL MECH SERVICE COMP INC |
| TRI CITY SHEET METAL |
| TRIANGLE MECH SERVICES INC |
| TRICO MECH INC |
| TUSCHALL ENGINEERING CO INC |
| VALUEPRO MECHANICAL |
| VR MECHANICAL LLC |
| WESTSIDE MECH DESIGNBUILD |
| WESTSIDE MECHANICAL |
| WHITED BROTHERS INC |
| WIESBROOK SHEET METAL |
| YENDOR INC DBA GENE MAY HTG |
| YOUNA MECHANICAL INC |
| YOUNGRENS INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |