Civic Intelligence

Sheet Metal No 10 Benefit Fund

990 • Fiscal year 2017 • EIN 41-0871191

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

1681 East Cope Avenue No BMaplewood, MN 55109-2631

(651) 770-0991

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$254,579

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

7.3%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$55,378,690

Up $9,307,488 (+20%) from 2016

Net Assets

Up

$55,378,690

Up $9,307,488 (+20%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$58,718,013

Up $4,007,322 (+7.3%) from 2016

Expenses

Up

$52,198,498

Up $1,900,228 (+3.8%) from 2016

Net Income

Up

$6,519,515

Up $2,107,094 (+48%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $23,946,707Liabilities 2010: $0Net Assets 2010: $23,946,7072010Assets 2011: $26,837,750Liabilities 2011: $0Net Assets 2011: $26,837,7502011Assets 2012: $29,156,764Liabilities 2012: $0Net Assets 2012: $29,156,7642012Assets 2013: $34,723,589Liabilities 2013: $0Net Assets 2013: $34,723,5892013Assets 2014: $37,124,966Liabilities 2014: $0Net Assets 2014: $37,124,9662014Assets 2015: $40,363,713Liabilities 2015: $0Net Assets 2015: $40,363,7132015Assets 2016: $46,071,202Liabilities 2016: $0Net Assets 2016: $46,071,2022016Assets 2017: $55,378,690Liabilities 2017: $0Net Assets 2017: $55,378,6902017Assets 2018: $55,999,272Liabilities 2018: $0Net Assets 2018: $55,999,2722018Assets 2019: $67,190,633Liabilities 2019: $857,310Net Assets 2019: $66,333,3232019Assets 2020: $72,670,171Liabilities 2020: $0Net Assets 2020: $72,670,1712020Assets 2021: $81,918,266Liabilities 2021: $0Net Assets 2021: $81,918,2662021Assets 2022: $76,849,571Liabilities 2022: $0Net Assets 2022: $76,849,5712022Assets 2023: $89,216,841Liabilities 2023: $0Net Assets 2023: $89,216,8412023Assets 2024: $100,987,993Liabilities 2024: $0Net Assets 2024: $100,987,9932024

Highlighted filing

2017

Assets$55,378,690
Liabilities$0
Net Assets$55,378,690

Operations Trend

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

$80M$60M$40M$20M$0Expenses 2010: $32,742,4312010Expenses 2011: $33,426,8542011Expenses 2012: $37,193,7582012Revenue 2013: $40,674,626Expenses 2013: $37,023,293Net Income 2013: $3,651,3332013Revenue 2014: $43,125,535Expenses 2014: $41,093,564Net Income 2014: $2,031,9712014Revenue 2015: $51,144,271Expenses 2015: $45,587,590Net Income 2015: $5,556,6812015Revenue 2016: $54,710,691Expenses 2016: $50,298,270Net Income 2016: $4,412,4212016Revenue 2017: $58,718,013Expenses 2017: $52,198,498Net Income 2017: $6,519,5152017Revenue 2018: $60,548,328Expenses 2018: $53,785,928Net Income 2018: $6,762,4002018Revenue 2019: $63,601,397Expenses 2019: $58,102,998Net Income 2019: $5,498,3992019Revenue 2020: $59,946,859Expenses 2020: $55,047,611Net Income 2020: $4,899,2482020Revenue 2021: $65,399,612Expenses 2021: $59,414,035Net Income 2021: $5,985,5772021Revenue 2022: $65,914,869Expenses 2022: $60,979,375Net Income 2022: $4,935,4942022Revenue 2023: $67,918,835Expenses 2023: $61,635,532Net Income 2023: $6,283,3032023Revenue 2024: $71,301,173Expenses 2024: $63,761,470Net Income 2024: $7,539,7032024

Highlighted filing

2017

Revenue$58,718,013
Expenses$52,198,498
Net Income$6,519,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$74,540,437
Mission and Program Overview

Mission

Payment of health, prescription drugs, life, dental, vision and disability benefits for participants and dependents.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,071,202$55,378,690▲ $9,307,488
Investments in Publicly Traded Securities$39,677,840$47,185,228▲ $7,507,388
Cash and Non-Interest-Bearing Accounts$3,004,193$4,264,525▲ $1,260,332
Investments Other Securities$3,091,495$3,363,929▲ $272,434
Savings and Temporary Cash Investments$297,674$472,083▲ $174,409
Accounts Receivable-$92,925-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$46,071,202$55,378,690▲ $9,307,488
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,071,202$55,378,690▲ $9,307,488
Total Liabilities and Net Assets / Fund Balance$46,071,202$55,378,690▲ $9,307,488

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,717,713--
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Pete LeitschuhTrustee$3,860$2,495$6,355
Michael CorcoranAlternate Trustee$3,642$2,079$5,721

Board Members and Trustees

NameTitle
Jim BowmanChairman
Andy GrahamTrustee
Jim BighamTrustee
Matt FairbanksTrustee
Mike JensenTrustee
Steve RaatikkaTrustee
John QuarnstromSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationClaims Administration3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$629,422
Bluecross Blueshield Of MnNetwork Access3535 BLUE CROSS ROAD, Eagan, MN 55122$551,304
Sheet Metal Control BoardAdministration1681 EAST COPE AVENUE SUITE B, Maplewood, MN 55109$408,264
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$56,947,665
Investment Income
$1,770,348
Other Revenue
$0
Change in Net Assets
$6,519,515

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,656,967
Revenue Not Reported on Financial Statements
$61,046
Revenue Not Reported on Form 990
$2,787,973
Total Revenue per Audited Statements
$61,444,940
Total Revenue per Form 990
$58,718,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$900,305
Salaries, Compensation, and Employee Benefits$7,502
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$51,290,691
Fees for Services Management---$408,264
Fees for Services Legal---$84,872
Fees for Services Other---$74,995
Fees for Service Investment Mgmnt Fees---$61,046
Conferences and Meetings---$25,787
Office Expenses---$17,957
Fees for Services Accounting---$17,300
Insurance---$8,984
Current Officers, Directors, Trustees, and Key Employees---$7,502
Other Expenses---$5,000
Total Functional Expenses$0$0$0$52,198,498

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$52,198,498
Expenses per Audited Statements$52,137,452
Total Expenses per Audited Statements$52,137,452
Expenses Not Reported on Financial Statements$61,046
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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

Although the trustees retain ultimate responsibility, the trustees have delegated the day to day administrative duties to sheet metal control board as the contract administrator of the plan.

Form 990, Part VI, Section A, Line 7A

Union trustees are appointed by the business manager of the union and employer trustees are appointed by the contractors association.

Form 990, Part VI, Section A, Line 8B

There are no committees with the authority to act on behalf of the governing body.

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

Form 990 is provided to and reviewed by the entire board of trustees before the form 990 is filed.

Form 990, Part VI, Section B, Line 12C

The trustees constantly monitor the actions of every trustee to verify they are avoiding any conflict of interest or appearance of any conflict of interest. The trustees will seek legal advice regarding any conflicts of interest they encounter in fulfilling their duties to the plan.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to its participants and beneficiaries upon request.

Filing and Contact Details

Filer

Filer Name
SHEET METAL #10 BENEFIT FUND
EIN
41-0871191
Phone
6517700991
Address
1681 EAST COPE AVENUE NO B, MAPLEWOOD, MN 55109-2631

Signing Officer

Name
Matt Fairbanks
Title
Trustee
Phone
6517700991
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Fairbanks
Formed
1952
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
148
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize the tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 1,111 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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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBS
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc4RETIREE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048450443
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16068985
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21065571
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3950042
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4412624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048450443
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16068985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21065571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3950042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4412624
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt049345978
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01288157
IRS990/PYOtherExpensesAmt0947983
IRS990/PYOtherRevenueAmt0277965
IRS990/PYProgramServiceRevenueAmt053144569
IRS990/PYRevenuesLessExpensesAmt04412421
IRS990/PYSalariesCompEmpBnftPaidAmt04309
IRS990/PYTotalExpensesAmt050298270
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt054710691
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06519515
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046071202
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt055378690
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297674
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0472083
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt061046
IRS990ScheduleD/ExpensesSubtotalAmt052137452
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt061046
IRS990ScheduleD/InvestmentExpensesNotIncldAmt061046
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02787973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01646216
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11717713
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt02787973
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt061046
IRS990ScheduleD/RevenueSubtotalAmt058656967
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE THE TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03363929
IRS990ScheduleD/TotalExpensesPerForm990Amt052198498
IRS990ScheduleD/TotalRevenuePerForm990Amt058718013
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt061444940
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt052137452
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0169856
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1209877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2137091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3107401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4107761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt116790
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt267400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt352179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt452240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014912
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt114912
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226170
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt320131
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt420131
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt113000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN QUARNSTROM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JIM BIGHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JIM BOWMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3STEVE RAATIKKA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MATT FAIRBANKS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1254579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2230661
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3179711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4180132
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO SHEET METAL CONTROL BOARD AS THE CONTRACT ADMINISTRATOR OF THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND EMPLOYER TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEES CONSTANTLY MONITOR THE ACTIONS OF EVERY TRUSTEE TO VERIFY THEY ARE AVOIDING ANY CONFLICT OF INTEREST OR APPEARANCE OF ANY CONFLICT OF INTEREST. THE TRUSTEES WILL SEEK LEGAL ADVICE REGARDING ANY CONFLICTS OF INTEREST THEY ENCOUNTER IN FULFILLING THEIR DUTIES TO THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO ITS PARTICIPANTS AND BENEFICIARIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$0.00$101$71.3$63.8$7.54
2023Detailed filing. Detailed filing data is available for this year.$89.2$0.00$89.2$67.9$61.6$6.28
2022Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$65.9$61.0$4.94
2021Detailed filing. Detailed filing data is available for this year.$81.9$0.00$81.9$65.4$59.4$5.99
2020Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$59.9$55.0$4.90
2019Detailed filing. Detailed filing data is available for this year.$67.2$0.86$66.3$63.6$58.1$5.50
2018Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$60.5$53.8$6.76
2017Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$58.7$52.2$6.52
2016Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$54.7$50.3$4.41
2015Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$51.1$45.6$5.56
2014Summary only. Only limited summary data is available for this year.$37.1$0.00$37.1$43.1$41.1$2.03
2013Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$40.7$37.0$3.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$0.00$29.2$37.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.00$26.8$33.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$0.00$23.9$32.7