Civic Intelligence

Sheet Metal Workers Local 27 Health and Welfare Fund

990 • Fiscal year 2011 • EIN 22-1538529

Jan 01, 2011 to Dec 31, 2011 • Filed on Jul 26, 2012

PO Box 84707727-0847
Siviq Scores

Scores are not available for this record yet.

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

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $9,759,345Liabilities 2010: $5,987,231Net Assets 2010: $3,772,1142010Assets 2011: $10,523,873Liabilities 2011: $6,482,209Net Assets 2011: $4,041,6642011Assets 2011: $10,523,873Liabilities 2011: $6,482,209Net Assets 2011: $4,041,6642011Assets 2012: $7,829,533Liabilities 2012: $5,828,978Net Assets 2012: $2,000,5552012Assets 2013: $4,906,556Liabilities 2013: $4,890,711Net Assets 2013: $15,8452013Assets 2014: $5,213,860Liabilities 2014: $2,786,594Net Assets 2014: $2,427,2662014Assets 2015: $7,411,456Liabilities 2015: $2,687,249Net Assets 2015: $4,724,2072015Assets 2016: $9,912,126Liabilities 2016: $3,066,209Net Assets 2016: $6,845,9172016Assets 2017: $11,963,982Liabilities 2017: $3,203,878Net Assets 2017: $8,760,1042017Assets 2018: $13,022,720Liabilities 2018: $910,892Net Assets 2018: $12,111,8282018Assets 2019: $16,186,480Liabilities 2019: $719,133Net Assets 2019: $15,467,3472019Assets 2020: $15,955,396Liabilities 2020: $893,795Net Assets 2020: $15,061,6012020Assets 2021: $14,734,898Liabilities 2021: $967,589Net Assets 2021: $13,767,3092021Assets 2022: $10,961,042Liabilities 2022: $919,398Net Assets 2022: $10,041,6442022Assets 2023: $12,606,665Liabilities 2023: $1,130,649Net Assets 2023: $11,476,0162023Assets 2024: $14,124,403Liabilities 2024: $1,441,288Net Assets 2024: $12,683,1152024

Highlighted filing

2011

Assets$10,523,873
Liabilities$6,482,209
Net Assets$4,041,664

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,316,3042010Expenses 2011: $12,111,5132011Revenue 2011: $12,523,084Expenses 2011: $12,111,513Net Income 2011: $411,5712011Expenses 2012: $11,896,0602012Revenue 2013: $8,208,236Expenses 2013: $10,324,761Net Income 2013: -$2,116,5252013Revenue 2014: $8,343,105Expenses 2014: $5,819,329Net Income 2014: $2,523,7762014Revenue 2015: $8,644,663Expenses 2015: $6,146,327Net Income 2015: $2,498,3362015Revenue 2016: $9,565,388Expenses 2016: $7,372,692Net Income 2016: $2,192,6962016Revenue 2017: $9,006,480Expenses 2017: $7,672,265Net Income 2017: $1,334,2152017Revenue 2018: $9,998,351Expenses 2018: $8,372,519Net Income 2018: $1,625,8322018Revenue 2019: $10,170,132Expenses 2019: $8,118,413Net Income 2019: $2,051,7192019Revenue 2020: $7,870,989Expenses 2020: $9,377,077Net Income 2020: -$1,506,0882020Revenue 2021: $9,589,216Expenses 2021: $10,309,538Net Income 2021: -$720,3222021Revenue 2022: $9,459,691Expenses 2022: $11,015,320Net Income 2022: -$1,555,6292022Revenue 2023: $11,594,174Expenses 2023: $10,882,437Net Income 2023: $711,7372023Revenue 2024: $11,092,827Expenses 2024: $10,761,511Net Income 2024: $331,3162024

Highlighted filing

2011

Revenue-
Expenses$12,111,513
Net Income-
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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY090475
IRS990/AccountsPayableAccruedExpenses/EOY087092
IRS990/AccountsReceivable/BOY0954422
IRS990/AccountsReceivable/EOY01237889
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ITS MEMBERS.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 847
IRS990/AddressPrincipalOfficerUS/City0FARMINGDALE
IRS990/AddressPrincipalOfficerUS/State0NJ
IRS990/AddressPrincipalOfficerUS/ZIPCode0077270847
IRS990/Advertising/Total0600
IRS990/AllOtherExpenses/Total06761
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY010612645
IRS990/BenefitsPaidToMembersPriorYear010449868
IRS990/BenefitsToMembers/Total010612645
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY0241587
IRS990/CashNonInterestBearing/EOY0622143
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Total06391
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1055 LANE ROAD
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0FAIRFIELD
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0NJ
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode007004
IRS990/ContractorCompensation/Compensation0383600
IRS990/ContractorCompensation/DescriptionOfServices0THIRD PARTY ADMINISTRATOR OF MEDICAL BEN
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10AETNA US HEALTHCARE
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total05117
IRS990/DescribedIn501C300
IRS990/Description0THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS SUCH AS MEDICAL CARE, PRESCRIPTION BENEFITS, DENTAL, VISION CARE, LIFE INSURANCE AND DEATH BENEFITS FOR ITS 749 MEMBERS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total038937
IRS990/FeesForServicesInvstMgmntFees/Total018292
IRS990/FeesForServicesLegal/Total014722
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.30
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.30
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/NamePerson0DEBBIE SCHMIDT
IRS990/Form990PartVIISectionA/NamePerson1ROBERT M JACKSON
IRS990/Form990PartVIISectionA/NamePerson2GARY FREEDMAN
IRS990/Form990PartVIISectionA/NamePerson3JOSEPH SYKES JR
IRS990/Form990PartVIISectionA/NamePerson4THOMAS DEBARTOLO
IRS990/Form990PartVIISectionA/NamePerson5GERRY LYLE
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities030540
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities01250000
IRS990/GrossReceipts013742544
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/Total02491
IRS990/Insurance/Total011525
IRS990/InvestmentIncomeCurrentYear0280969
IRS990/InvestmentIncomePriorYear0515257
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0250429
IRS990/InvestmentIncome/TotalRevenueColumn0250429
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY08191185
IRS990/InvestmentsPubTradedSecurities/EOY08147140
IRS990/LandBldgEquipmentAccumDeprec088812
IRS990/LandBuildingsEquipmentBasis092014
IRS990/LandBuildingsEquipmentBasisNet/BOY07575
IRS990/LandBuildingsEquipmentBasisNet/EOY03202
IRS990/LessCostOthBasisSalesExpenses/Securities01219460
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MiscellaneousRevenue/RelatedOrExemptFunctionIncome077415
IRS990/MiscellaneousRevenue/TotalRevenueColumn077415
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ITS MEMBERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0JOSEPH W SYKES JR
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY03772114
IRS990/NetAssetsOrFundBalancesEOY04041664
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome030540
IRS990/NetGainOrLossInvestments/TotalRevenueColumn030540
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109606
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees02
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total051043
IRS990/OfficeExpenses/Total016913
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress01
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0114554
IRS990/OtherAssetsTotal/EOY0114554
IRS990/OtherEmployeeBenefits/Total049845
IRS990/OtherExpensePriorYear0629143
IRS990/OtherExpensesCurrentYear01266744
IRS990/OtherExpenses/Description0INCREASE IN ESTIMATED F
IRS990/OtherExpenses/Description1INSURANCE ADMINISTRATIO
IRS990/OtherExpenses/Description2ADMINISTRATIVE EXPENSE
IRS990/OtherExpenses/Description3CONSULTANT
IRS990/OtherExpenses/Total0492700
IRS990/OtherExpenses/Total1418907
IRS990/OtherExpenses/Total2159720
IRS990/OtherExpenses/Total322625
IRS990/OtherLiabilities/BOY05896756
IRS990/OtherLiabilities/EOY06395117
IRS990/OtherRevenueCurrentYear0411239
IRS990/OtherRevenueMisc/BusinessCode0525100
IRS990/OtherRevenueMisc/BusinessCode1525100
IRS990/OtherRevenueMisc/BusinessCode2525100
IRS990/OtherRevenueMisc/Description0ERRP PROGRAM REIMBURSE
IRS990/OtherRevenueMisc/Description1ALLOCATED OVERHEAD
IRS990/OtherRevenueMisc/Description2STOP LOSS RECOVERY
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0130238
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1113581
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome290005
IRS990/OtherRevenueMisc/TotalRevenueColumn0130238
IRS990/OtherRevenueMisc/TotalRevenueColumn1113581
IRS990/OtherRevenueMisc/TotalRevenueColumn290005
IRS990/OtherRevenuePriorYear0666484
IRS990/OtherSalariesAndWages/Total0121863
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Total010102
IRS990/PensionPlanContributions/Total050314
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY05534
IRS990/PrepaidExpensesDeferredCharges/EOY011443
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenue/BusinessCode1525100
IRS990/ProgramServiceRevenueCY011830876
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PARTICIPANT SELF PAYS
IRS990/ProgramServiceRevenuePriorYear08865501
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome010678700
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome11152176
IRS990/ProgramServiceRevenue/TotalRevenueColumn010678700
IRS990/ProgramServiceRevenue/TotalRevenueColumn11152176
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-142021
IRS990/ReconcilationRevenueExpenses0411571
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY03772114
IRS990/RetainedEarningsEndowmentEtc/EOY04041664
IRS990/RevenuesLessExpensesCY0411571
IRS990/RevenuesLessExpensesPriorYear0-1269062
IRS990/SalariesEtcCurrentYear0232124
IRS990/SalariesEtcPriorYear0237293
IRS990/SavingsAndTempCashInvestments/BOY0244488
IRS990/SavingsAndTempCashInvestments/EOY0387502
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue03202
IRS990ScheduleD/Equipment/Depreciation088812
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis092014
IRS990ScheduleD/ExcessOrDeficitForYear0411571
IRS990ScheduleD/ExcessOrDeficitPerFS0269550
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0516653
IRS990ScheduleD/ExpensesSubtotal011594860
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0U.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/Explanation1NET INCREASE IN PLAN'S BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XIII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/InvestmentExpensesNotIncluded018292
IRS990ScheduleD/InvestmentExpensesNotIncluded2018292
IRS990ScheduleD/NetUnrealizedGainsInvestments0-142021
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-142021
IRS990ScheduleD/OtherExpensesNotIncluded0498361
IRS990ScheduleD/OtherLiabilities/Amount05107005
IRS990ScheduleD/OtherLiabilities/Amount11215004
IRS990ScheduleD/OtherLiabilities/Amount273108
IRS990ScheduleD/OtherLiabilities/Description0ESTIMATED FUTURE LIABILITIES
IRS990ScheduleD/OtherLiabilities/Description1ESTIMATED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilities/Description2CURRENT BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotRptdF9900-142021
IRS990ScheduleD/RevenueNotRptdOnFinStmt018292
IRS990ScheduleD/RevenueSubtotal012504792
IRS990ScheduleD/TotalAdjustments0-142021
IRS990ScheduleD/TotalExpenses012111513
IRS990ScheduleD/TotalExpensesPerForm990012111513
IRS990ScheduleD/TotalOfAmounts06395117
IRS990ScheduleD/TotalOfBookValueLandBuildings03202
IRS990ScheduleD/TotalRevenue012523084
IRS990ScheduleD/TotalRevenuePerForm990012523084
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt011594860
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt012362771
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/Explanation1ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE PARTICIPANTS OF THE FUND TO REVIEW AT THE FUND OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation2DEBBIE 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/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -142,021.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSEEING THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0NJ
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10322 SQUANKUM YELLOWBROOK RD
IRS990/TheBooksAreInCareOf/AddressUS/City0FARMINGDALE
IRS990/TheBooksAreInCareOf/AddressUS/State0NJ
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0077270847
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TRUSTEES
IRS990/TheBooksAreInCareOf/TelephoneNumber07329191988
IRS990/TotalAssets/BOY09759345
IRS990/TotalAssetsBOY09759345
IRS990/TotalAssets/EOY010523873
IRS990/TotalAssetsEOY010523873
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear012111513
IRS990/TotalExpensesPriorYear011316304
IRS990/TotalFunctionalExpenses/Total012111513
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY05987231
IRS990/TotalLiabilitiesBOY05987231
IRS990/TotalLiabilities/EOY06482209
IRS990/TotalLiabilitiesEOY06482209
IRS990/TotalLiabNetAssetsFundBalances/BOY09759345
IRS990/TotalLiabNetAssetsFundBalances/EOY010523873
IRS990/TotalNbrEmployees02
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY03772114
IRS990/TotalNetAssetsFundBalances/EOY04041664
IRS990/TotalOtherCompensation00
IRS990/TotalOtherRevenue0411239
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceRevenue011830876
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear012523084
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear010047242
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome012523084
IRS990/TotalRevenue/TotalRevenueColumn012523084
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0HTTP://WWW.SMWLU27.ORG/FUNDS.HTML
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01956
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0221538529
ReturnHeader/Filer/Name/BusinessNameLine10SHEET METAL WORKERS LOCAL 27
ReturnHeader/Filer/Name/BusinessNameLine20HEALTH AND WELFARE FUND
ReturnHeader/Filer/NameControl0SHEE
ReturnHeader/Filer/Phone07329191988
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 847
ReturnHeader/Filer/USAddress/City0FARMINGDALE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode0077270847
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-26
ReturnHeader/Officer/Name0JOSEPH W SYKES JR
ReturnHeader/Officer/Phone07329191988
ReturnHeader/Officer/Title0TRUSTEE / PRESIDENT
ReturnHeader/PreparerFirm/EIN0222831349
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LAVINSKYHOROWITZ & POLLARD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106611 WINCHESTER AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0VENTNOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode008406
ReturnHeader/Preparer/Name0CHRIS A FOUST CPA
ReturnHeader/Preparer/Phone06098234621
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-27T14:10:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.44$12.7$11.1$10.8$0.33
2023Detailed filing. Detailed filing data is available for this year.$12.6$1.13$11.5$11.6$10.9$0.71
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.92$10.0$9.46$11.0$1.56
2021Detailed filing. Detailed filing data is available for this year.$14.7$0.97$13.8$9.59$10.3$0.72
2020Detailed filing. Detailed filing data is available for this year.$16.0$0.89$15.1$7.87$9.38$1.51
2019Detailed filing. Detailed filing data is available for this year.$16.2$0.72$15.5$10.2$8.12$2.05
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.91$12.1$10.00$8.37$1.63
2017Detailed filing. Detailed filing data is available for this year.$12.0$3.20$8.76$9.01$7.67$1.33
2016Summary only. Only limited summary data is available for this year.$9.91$3.07$6.85$9.57$7.37$2.19
2015Detailed filing. Detailed filing data is available for this year.$7.41$2.69$4.72$8.64$6.15$2.50
2014Detailed filing. Detailed filing data is available for this year.$5.21$2.79$2.43$8.34$5.82$2.52
2013Detailed filing. Detailed filing data is available for this year.$4.91$4.89$0.02$8.21$10.3$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$5.83$2.00$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$6.48$4.04$12.1
2011Summary only. Only limited summary data is available for this year.$10.5$6.48$4.04$12.5$12.1$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.76$5.99$3.77$11.3