EIN 35-1638874

Wisconsin Sheet Metal Workers Health and Benefit Fund

IRS 501(c) type
501(c)(9)
Num. employees
130
Year formed
1985
Most recent tax filings
2023-12-01
Description
To provide Health and welfare benefits for participants and their beneficiaries. Provide Health and welfare benefits for participants and their beneficiaries.
Also known as...
Wisconsin Sheet Metal Health and Benefit Trust Fund
Total revenues
$53,116,013
2023
Total expenses
$49,016,271
2023
Total assets
$53,164,692
2023
Num. employees
130
2023

Program areas at Wisconsin Sheet Metal Workers Health and Benefit Fund

Hospital, surgical, medical, dental, vision, and prescription drug benefits for approximately 3,100 members and their families
Provide cost containment and case management services for approximately 3,100 members
Provide supplemental medicare advantage prescription drug plan for approximately 777 members
Provide life insurance benefits for approximately 2,827 members

Personnel at Wisconsin Sheet Metal Workers Health and Benefit Fund

NameTitleCompensation
Robert JossartChairman$0
Scott KnockeSecretary$150,857
Mike MooneySecretary and Treasurer / Chairman / Trustee$141,888
Michael MooneyChairman
Patrick LandgrafFormer Secretary and Treasurer$0
...and 1 more key personnel

Financials for Wisconsin Sheet Metal Workers Health and Benefit Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$52,674,102
Investment income and dividends$753,724
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-461,995
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$150,182
Total revenues$53,116,013

Form 990s for Wisconsin Sheet Metal Workers Health and Benefit Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-04990View PDF
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-12990View PDF
2019-122021-06-25990View PDF
...and 10 more Form 990s
Data update history
December 24, 2024
Updated personnel
Identified 4 new personnel
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 5, 2023
Used new vendors
Identified 3 new vendors, including , , and
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
2201 Springdale Rd
Waukesha, WI 53186
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Phone
(262) 798-1838
IRS details
EIN
35-1638874
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1985
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
Free account sign-up

Want updates when Wisconsin Sheet Metal Workers Health and Benefit Fund has new information, or want to find more organizations like Wisconsin Sheet Metal Workers Health and Benefit Fund?

Create free Cause IQ account