SHEET METAL WORKERS OF NORTH CAROLINA HEALTH & WELFARE FUND

Address
2001 CALDWELL DRIVE
GOODLETTSVILLE, TN 37072
Contact
Phone: +1 (800) 831-4914
Nonprofit
NTEE: E117 - Health care
EIN: 56-1172168

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
 20172016201520142013
Basic features of the organization
Year of formation1989
Subsection code09
PF filing required0    
Metropolitan statistical area5360
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors0000 
Personnel
Blank, William
TitleTRUSTEETRUSTEE   
Name of key/compensated personWILLIAM BLANKWILLIAM BLANK   
Position of compensated person
Current individual trustee or directorTrueTrue   
Current officerTrueTrue   
Average hours per week working for org0.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Dette, Don
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personDON DETTEDON DETTEDON DETTEDON DETTEDON DETTE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org0.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Griffey, Christopher
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personCHRISTOPHER GRIFFEYCHRISTOPHER GRIFFEYCHRISTOPHER GRIFFEYCHRISTOPHER GRIFFEYCHRISTOPHER GRIFFEY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org0.000.000.000.000.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Jagoe, Chuck
Title  TRUSTEETRUSTEETRUSTEE
Name of key/compensated person  CHUCK JAGOECHUCK JAGOECHUCK JAGOE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Current officer  TrueTrueTrue
Average hours per week working for org  0.000.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Ramsey, Roger
Title  TRUSTEETRUSTEETRUSTEE
Name of key/compensated person  ROGER RAMSEYROGER RAMSEYROGER RAMSEY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Current officer  TrueTrueTrue
Average hours per week working for org  0.000.000.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Smith, Steve
TitleTRUSTEETRUSTEE   
Name of key/compensated personSTEVE SMITHSTEVE SMITH   
Position of compensated person
Current individual trustee or directorTrueTrue   
Current officerTrueTrue   
Average hours per week working for org0.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
Program service expenses, total   $1,210,803.00$1,280,088.00
Programs, including revenue & expenses
THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
Program expenses   $1,210,803.00$1,280,088.00
Program revenue    $1,366,910.00
Program descriptionTHE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.THE PURPOSE OF THIS ORGANIZATION IS TO MAINTAIN A PLAN OF BENEFITS WHICH PROVIDES HOSPITALIZATION AND MAJOR MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
Financial data
Revenue
Total revenue$1,404,007.00$1,297,939.00$1,243,609.00$1,337,376.00$1,394,969.00
Revenue from contributions (total)  $0.00$0.00 
Investment income, current yr$18,410.00$23,022.00$24,911.00$26,430.00$28,059.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$1,385,597.00$1,274,917.00$1,218,698.00$1,310,946.00$1,366,910.00
Gross receipts$1,404,007.00$1,297,939.00$1,243,609.00$1,337,376.00$1,394,969.00
Other types of revenue
Income from dividends, interest, and similar investments$18,410.00$23,022.00$24,911.00$26,430.00$28,059.00
Net rental income  $0.00$0.00 
Expense categories (totals)
Total functional expenses: sum of all$1,984,455.00$1,395,739.00$1,275,028.00$1,216,090.00$1,280,088.00
Fees for services
Legal fees (total)$11,117.00$10,407.00$10,797.00$9,905.00$10,681.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$4,325.00$5,494.00$4,060.00$5,287.00$6,717.00
Assets and liabilities
Total assets$997,791.00$1,598,150.00$1,719,797.00$1,713,763.00$1,624,977.00
Total assets, beginning of year$1,598,150.00$1,719,797.00$1,713,763.00$1,624,977.00$1,539,541.00
Total liabilities$20,165.00$15,272.00$47,605.00$14,591.00$13,906.00
Total liabilities, beginning of year$15,272.00$47,605.00$14,591.00$13,906.00$40,032.00
Net assets$977,626.00$1,582,878.00$1,672,192.00$1,699,172.00$1,611,071.00
Net assets, beginning of year$1,582,878.00$1,672,192.00$1,699,172.00$1,611,071.00$1,499,509.00
Investments: other securities    $1,120,067.00
Investments: publicly traded securities$746,607.00$1,380,029.00$1,296,596.00$1,330,522.00 
Cash: non-interest bearing$133,390.00$104,398.00$266,400.00$281,460.00$171,560.00
Cash: non-interest bearing, beginning of year$104,398.00$266,400.00$281,460.00$171,560.00$121,128.00
Other financial variables
Revenue less expenses-$580,448.00-$97,800.00-$31,419.00$121,286.00$114,881.00
Savings & temp cash investment$18,975.00$15,204.00$65,760.00$2,087.00$219,923.00
Accounts receivable, net$97,980.00$97,279.00$89,576.00$99,057.00$112,589.00
Prepaid expenses & deferred charges$839.00$1,240.00$1,465.00$637.00$838.00
Accounts payable & accrued expenses$20,165.00$15,272.00$47,605.00$14,591.00$13,906.00
Total net assets or fund balances$977,626.00$1,582,878.00$1,672,192.00$1,699,172.00$1,611,071.00
Governance and accountability
Number of voting members44444
Number of independent voting members44444
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basis    True
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-03-012015-03-012014-03-012013-03-012012-03-01
Tax year end date2017-02-012016-02-012015-02-012014-02-012013-02-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-03-082017-07-062016-03-242014-12-292014-03-11
IRS schema version2016v3.02015v3.02014v6.02013v3.02012v2.1
Filing identifier201840309349301319201710139349301216201610219349300806201443519349300504201400149349300310
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