Sheet Metal Workers Local 27 Health and Welfare Fund
990 • Fiscal year 2011 • EIN 22-1538529
Siviq Scores
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Balance Sheet
Assets
Flat$10,523,873
Flat from 2011
Net Assets
Flat$4,041,664
Flat from 2011
Liabilities
Flat$6,482,209
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Flat$12,111,513
Flat from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Jul 26, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $13,742,544
Mission and Program Overview
Mission
To provide health and welfare benefits for its members.
Filing and Contact Details
Filer
- EIN
- 22-1538529
Raw XML Appendix383 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | U.S. GAAP REQUIRES 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2008. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | NET INCREASE IN PLAN'S BENEFIT OBLIGATIONS |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE FORM 990 WILL BE REVIEWED, APPROVED AND SIGNED BY A TRUSTEE PRIOR TO FILING, BUT WILL BE PRESENTED TO THE ENTIRE BOARD OF TRUSTEES AFTER FILING. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PARTICIPANTS OF THE FUND TO REVIEW AT THE FUND OFFICE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | DEBBIE SCHMIDT - P.O. BOX 307, 395 RIDGE RD., DAYTON, NJ 08810. GARY FREEDMAN - 427 WHITEHEAD AVE., SOUTH RIVER, NJ 08882. GERRY LYLE - P.O. BOX 545, HOWELL, NJ 07731. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | NET UNREALIZED LOSSES ON INVESTMENTS: -142,021. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR. |
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| IRS990/WebSite | 0 | HTTP://WWW.SMWLU27.ORG/FUNDS.HTML |
| IRS990/WhistleblowerPolicy | 0 | 0 |
| IRS990/YearFormation | 0 | 1956 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 221538529 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | SHEET METAL WORKERS LOCAL 27 |
| ReturnHeader/Filer/Name/BusinessNameLine2 | 0 | HEALTH AND WELFARE FUND |
| ReturnHeader/Filer/NameControl | 0 | SHEE |
| ReturnHeader/Filer/Phone | 0 | 7329191988 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 847 |
| ReturnHeader/Filer/USAddress/City | 0 | FARMINGDALE |
| ReturnHeader/Filer/USAddress/State | 0 | NJ |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 077270847 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | 1 |
| ReturnHeader/Officer/DateSigned | 0 | 2012-07-26 |
| ReturnHeader/Officer/Name | 0 | JOSEPH W SYKES JR |
| ReturnHeader/Officer/Phone | 0 | 7329191988 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE / PRESIDENT |
| ReturnHeader/PreparerFirm/EIN | 0 | 222831349 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | LAVINSKYHOROWITZ & POLLARD LLC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 6611 WINCHESTER AVE |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | VENTNOR |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | NJ |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 08406 |
| ReturnHeader/Preparer/Name | 0 | CHRIS A FOUST CPA |
| ReturnHeader/Preparer/Phone | 0 | 6098234621 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-07-27T14:10:33-05:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $10,523,873
- Liabilities
- $6,482,209
- Net assets
- $4,041,664
- Revenue
- -
- Expenses
- $12,111,513
- Net income
- -