Civic Intelligence

Sheet Metal Workers Local Union No 1

EIN 37-0810664 • 501(c)9 • Schaumburg, IL

Profile

The plan provides health benefits (hospital, surgical, major medical, rx, short-term disability and vision care) for participants and their dependents

20 North Martingale Suite 290Schaumburg, IL 60173

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.07x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.11x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

24th percentile

-4.3%

Higher net margin than 24% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

23rd percentile

-4.8%

Faster asset growth than 23% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

53rd percentile

6.7%

Faster revenue growth than 53% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Assets

Down

$15,093,468

Down $2,422,828 (-14%) from 2022

Liabilities

Down

$1,032,277

Down $2,010,089 (-66%) from 2022

Net Assets

Down

$14,061,191

Down $412,739 (-2.9%) from 2022

Revenue

Up

$9,315,865

Up $1,646,241 (+21%) from 2022

Expenses

Up

$9,713,430

Up $9,696,168 (+56171%) from 2022

Net Income

Down

-$397,565

Down $8,049,927 (-105%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2016: $13,444,746Liabilities 2016: $7,708,374Net Assets 2016: $5,736,3722016Assets 2017: $13,262,888Liabilities 2017: $8,104,284Net Assets 2017: $5,158,6042017Assets 2020: $15,147,052Liabilities 2020: $8,328,362Net Assets 2020: $6,818,6902020Assets 2021: $16,574,464Liabilities 2021: $9,569,723Net Assets 2021: $7,004,7412021Assets 2022: $17,516,296Liabilities 2022: $3,042,366Net Assets 2022: $14,473,9302022Assets 2025: $15,093,468Liabilities 2025: $1,032,277Net Assets 2025: $14,061,1912025

Highlighted filing

2025

Assets$15,093,468
Liabilities$1,032,277
Net Assets$14,061,191

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $6,145,856Expenses 2016: $4,696,556Net Income 2016: $1,449,3002016Revenue 2017: $6,336,471Expenses 2017: $7,214,155Net Income 2017: -$877,6842017Revenue 2020: $7,061,255Expenses 2020: $6,701,365Net Income 2020: $359,8902020Revenue 2021: $7,597,710Expenses 2021: $7,589,440Net Income 2021: $8,2702021Revenue 2022: $7,669,624Expenses 2022: $17,262Net Income 2022: $7,652,3622022Revenue 2025: $9,315,865Expenses 2025: $9,713,430Net Income 2025: -$397,5652025

Highlighted filing

2025

Revenue$9,315,865
Expenses$9,713,430
Net Income-$397,565

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$9,447,373
Mission and Program Overview

Mission

The plan provides health benefits (hospital, surgical, major medical, rx, short-term disability and vision care) for participants and their dependents

Provides medical care coverage for members of sheet metal workers local no. 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,954,728$11,495,028▲ $540,300
Cash and Non-Interest-Bearing Accounts$1,193,933$1,244,998▲ $51,065
Investments Other Securities$1,368,658$1,208,201▼ $160,457
Accounts Receivable$1,237,427$776,922▼ $460,505
Savings and Temporary Cash Investments$168,582$357,578▲ $188,996
Prepaid Expenses and Deferred Charges$485$10,741▲ $10,256
Total Assets$14,923,813$15,093,468▲ $169,655
Liabilities
Other Liabilities$386,885$686,600▲ $299,715
Accounts Payable and Accrued Expenses$257,897$345,677▲ $87,780
Total Liabilities$644,782$1,032,277▲ $387,495
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,279,031$14,061,191▼ $217,840
Total Net Assets Fund Balance$14,279,031$14,061,191▼ $217,840
Total Liabilities and Net Assets / Fund Balance$14,923,813$15,093,468▲ $169,655

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,208,201--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob HarmsTrustee
Britt EwaltTrustee
Dave GamberTrustee
Elizabeth BlankenshipTrustee
Joe GenusaTrustee
Robert MillerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,662,513
Investment Income
$603,415
Other Revenue
$49,937
Change in Net Assets
$-397,565

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,301,563
Revenue Not Reported on Financial Statements
$14,301
Revenue Not Reported on Form 990
$179,726
Total Revenue per Audited Statements
$9,481,289
Total Revenue per Form 990
$9,315,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$493,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,219,622
Fees for Services Management---$196,013
Fees for Services Other---$111,102
Fees for Services Accounting---$46,575
Fees for Services Legal---$31,002
Insurance---$14,653
Fees for Service Investment Mgmnt Fees---$14,301
Office Expenses---$7,413
Other Expenses---$4,675
Conferences and Meetings---$4,180
All Other Expenses---$2,757
Total Functional Expenses$0$0$0$9,713,430

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,713,430
Expenses per Audited Statements$9,399,414
Total Expenses per Audited Statements$9,399,414
Expenses Not Reported on Financial Statements$314,016
Other Expense Adjustments$299,715
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$686,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The plan's board of trustees has contracted group administrators, ltd to act as third party administrator and claims processor. They perform all day-to-day managerial and administrative duties.

Form 990, Part VI, Section B, Line 11B

The trustee receives and reviews the 990 before it is signed and filed.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local Union No 1
EIN
37-0810664
Phone
8475191880
Address
20 NORTH MARTINGALE SUITE 290, SCHAUMBURG, IL 60173

Signing Officer

Name
David Gamber
Title
Trustee
Phone
8475191880
Signed
2025-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Dorfman
Formed
1961
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Romolo & Associates LLC
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Mallory J Brown
Phone
3096822001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code (irc), and, accordingly, the trust's net investment income is exempt from income taxes. The trust obtained a favorable tax determination letter from the irs in october 1964, and the board of trustees believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. The total amounts of interest and penalties recognized in the statements of changes in net assets available for benefits and the total amounts of interest and penalties recognized in the statements of net assets available for benefits are $0. 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 federal and state taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of february 28, 2025 and february 29, 2024, there are no uncertain tax 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 has never had unrelated business income tax (ubit) nor has it filed the form 990-t. Therefore, all tax years are open for examination by federal and state taxing authorities related to ubit.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in claims payable expense 299,715.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN OCTOBER 1964, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 FEDERAL AND STATE TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF FEBRUARY 28, 2025 AND FEBRUARY 29, 2024, THERE ARE NO UNCERTAIN TAX 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 HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN CLAIMS PAYABLE EXPENSE 299,715.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01208201
IRS990ScheduleD/TotalExpensesPerForm990Amt09713430
IRS990ScheduleD/TotalLiabilityAmt0686600
IRS990ScheduleD/TotalRevenuePerForm990Amt09315864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09481289
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09399414
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S BOARD OF TRUSTEES HAS CONTRACTED GROUP ADMINISTRATORS, LTD TO ACT AS THIRD PARTY ADMINISTRATOR AND CLAIMS PROCESSOR. THEY PERFORM ALL DAY-TO-DAY MANAGERIAL AND ADMINISTRATIVE DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE RECEIVES AND REVIEWS THE 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0US MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CONRAD SHEETMETAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2EL PRUITT CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3J A FRITCH & SONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4IL CERTIFIED TESTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5KREILING ROOFING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6MEISTER HEATING & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7MONTEFUSCO HEATING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8SHEETMETAL WORKERS #1
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9STANDARD SHEETMETAL WORKS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10UNION ROOFING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11KIMPLING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12RUYLE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13ILLINOIS MECH SRV &
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14JOHN'S SERVICE & SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15MARSEILLES SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16CHAPMAN'S MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17BROCK INDUSTRIAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18WESTERN SPECIALTY CONTR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19STERLING COMMERCIAL ROOF
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20ACCURATE HTG & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21THERMAL MECH SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22ALLIED POWER LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23BPI TESTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24JD SCHELL DBA ARMSTRONG HEATIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25ROOF DOCTORS II
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26CLIMATE TECH HEATING & CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27DURR SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28UNIVERSAL WALL SYS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29BALANCING SOLUTIONS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30D&M MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31ALLIED VENTILATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32TRICO MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33TKS INDUSTRIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34THE WALDINGER CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35GARBER HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36CORDTS HTG & AC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37CRAWFORD HEATING & COOLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38HERMES SERVICE & SALES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39SOUTHERN AIR TESTBALANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40A & R MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41FRITCH HEATING & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42MASTERS WILLIAM INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43SBC HEATING & AC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44HARDESTY HEATING & COOLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45PIPCO COMPANY LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt46SHEET METAL WORKERS JATC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt47ARMOR METAL FAB
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt48DIVERSIFIED SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt49MECHANICAL SERVICE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt50HENSON ROBINSON CO(PEORIA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt51GP SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt52ENTEC SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt53DAVE ROTH MECHANICAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt54DEKALB MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt55HOMETOWN HTG & COOLING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt56STANDARD HTG & COOLING (O
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt57ILLINOIS CERTIFIED LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt58LS MECHANICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PARTS IV AND VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOARD OF TRUSTEES- SEE PAGE 7 FOR INDIVIDUALS
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THIS PLAN IS A VEBA EXEMPT TRUST UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. PER THE INSTRUCTIONS FOR SCHEDULE R, VEBA TRUSTS ARE ONLY REQUIRED TO LIST THE NAMES OF THE SPONSORING ORGANIZATIONS AND CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE PLAN HAS LISTED ALL SUCH PARTIES IN PARTS II AND IV OF SCHEDULE R. THE PLAN DOES NOT KNOW THE TAX STATUS OF EVERY CONTRIBUTING EMLOYER AND THEREFORE IS UNABLE TO SPLIT UP THE INFORMATION BETWEEN THE VARIOUS SECTIONS OF SCHEDULE R.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II AND IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014923813
IRS990/TotalAssetsEOYAmt015093468
IRS990/TotalAssetsGrp/BOYAmt014923813
IRS990/TotalAssetsGrp/EOYAmt015093468
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09713430
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0644782
IRS990/TotalLiabilitiesEOYAmt01032277
IRS990/TotalLiabilitiesGrp/BOYAmt0644782
IRS990/TotalLiabilitiesGrp/EOYAmt01032277
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014279031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014061191
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08662513
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0603415
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08712450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09315865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014923813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015093468
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 NORTH MARTINGALE SUITE 290
IRS990/USAddress/CityNm0SCHAUMBURG
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060173
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GAMBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08475191880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL UNION NO 1
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0370810664

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