BETA

SHEET METAL WORKERS UNION LOCAL NO 17 INSURANCE FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHEET METAL WORKERS UNION LOCAL NO 17 INSURANCE FUND (EIN 04-2088633)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-09-16
IRS object ID
202622599349301302
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-16T11:45:41-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043508036PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANZI & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 TURNPIKE STREETAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042088633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEET METAL WORKERS LOCAL UNIONBusinessNameLine1Txt
Business Name Line2NO 17 INSURANCE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHEEBusinessNameControlTxt
Phone6174265646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11157 ADAMS STREET 1ST FLOORAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD KEOGHPersonNm
Person TitleFUND ADMINISTRATORPersonTitleTxt
Phone6174265646PhoneNum
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANNIE MICKELPreparerPersonNm
PTINP01058630PTIN
Phone9789751099PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD KEOGHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11157 ADAMS STREET 1ST FLOORAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$65,506,602GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$51,485,928PYProgramServiceRevenueAmt
CY Program Service Revenue$58,406,438CYProgramServiceRevenueAmt
PY Investment Income$2,616,447PYInvestmentIncomeAmt
CY Investment Income$5,426,091CYInvestmentIncomeAmt
PY Other Revenue$623,991PYOtherRevenueAmt
CY Other Revenue$966,347CYOtherRevenueAmt
PY Total Revenue$54,726,366PYTotalRevenueAmt
CY Total Revenue$64,798,876CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$44,896,027PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$52,133,511CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$880,854PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,085,527CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$823,494PYOtherExpensesAmt
CY Other Expenses$1,062,864CYOtherExpensesAmt
PY Total Expenses$46,600,375PYTotalExpensesAmt
CY Total Expenses$54,281,902CYTotalExpensesAmt
PY Revenues Less Expenses$8,125,991PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,516,974CYRevenuesLessExpensesAmt
Total Assets BOY$117,678,714TotalAssetsBOYAmt
Total Assets EOY$137,450,531TotalAssetsEOYAmt
Total Liabilities BOY$3,690,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,234,048TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$113,987,941NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$135,216,483NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER SPECIFIED BENEFITS TO ELIGIBLE MEMBERS/DEPENDENTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee42EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD KEOGHPersonNm
Phone6174265646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11157 ADAMS STREET 1ST FLOORAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
JAMES WOOL
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
KEVIN GILL
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
JOSEPH CULLEN
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
JACK DESMOND
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
RICHARD KEOGH
TRUSTEE10.00Yes (X)$0$0$0
ROBERT BUTLER
TRUSTEE10.00Yes (X)$0$0$0
RICHARD B KEOGH
ADMINISTRATOR40.00$193,510$0$101,882Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$193,510TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$101,882TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
401 PARK DRIVEBOSTONMA02215HEALTH CLAIMS ADMINISTRATION$1,813,284
MODERN ASSISTANCE
300 CONGRESS STQUINCYMA02169EAP PROGRAMS$1,304,041
EMPIRIX
155 CHESTNUT RIDGEMONTVALENJ07645PRESCRIPTION CLAIMS ADMINSTRATION$473,019
PAYD HEALTH
4100 ALPHA ROADDALLASTX75244CLAIMS CONSULTANT$180,433
BRIDGEWAY
3000 S LENOLA RDMAPLE SHADENJ08052IT CONSULTANTS$161,297
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS561000$55,615,358$55,615,358
MEMBER CONTRIBUTIONS561000$2,354,980$2,354,980
SASMI CONTRIBUTIONS561000$436,100$436,100
FieldValueIRS element (for citing)
Total Program Service Revenue$58,406,438TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,076,306TotalRevenueColumnAmt
Exclusion$3,076,306ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,057,511SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$707,726SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,349,785SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,349,785TotalRevenueColumnAmt
Exclusion$2,349,785ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMIN ASSESSMENTS900099$746,422$746,422
NPF SUBSIDY900099$209,622$209,622
DELINQUENT CONTRACTOR INTEREST900099$10,268$10,268

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35TotalRevenueColumnAmt
Related Or Exempt Func Income$35RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$966,347OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,798,876TotalRevenueColumnAmt
Related Or Exempt Func Income$59,372,785RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,426,091ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$52,133,511TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$188,967TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$379,349TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$280,421TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$186,466TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$50,324TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,955TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,338TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$179,188TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$160,861TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,843TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$180,636TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,868TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,352TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,915TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$72,944TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
STOP LOSS PREMIUMS$193,132
ACA FEES$20,280
POSTAGE$16,069
PRINTING$9,483

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$54,281,902TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,347,861BOYAmt
EOY$3,612,911EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,651,503BOYAmt
EOY$8,179,121EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,962BOYAmt
EOY$104,054EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,418,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$836,021LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$643,337BOYAmt
EOY$582,421EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$100,106,151BOYAmt
EOY$121,513,924EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,892,900BOYAmt
EOY$3,458,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$117,678,714BOYAmt
EOY$137,450,531EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$144,605BOYAmt
EOY$177,485EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,546,168BOYAmt
EOY$2,056,563EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,690,773BOYAmt
EOY$2,234,048EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$113,987,941BOYAmt
EOY$135,216,483EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,987,941BOYAmt
EOY$135,216,483EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,678,714BOYAmt
EOY$137,450,531EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,516,974ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,929,703NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,781,865OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$899,382OtherCostOrOtherBasisAmt
Depreciation$388,022DepreciationAmt
Book Value$511,360BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$519,060OtherCostOrOtherBasisAmt
Depreciation$447,999DepreciationAmt
Book Value$71,061BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$582,421TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BAIRD INTERMEDIATE BOND$32,008,678F
NHIT CORE PLUS DISCRETION TRUST$25,036,185F
US REAL ESTATE INVEST FUND$5,445,881F
BNY MELLON AFL CIO$42,406,724F
BAIRD SHORT TERM BOND FUND$16,616,456F
FieldValueIRS element (for citing)
Total Book Value Securities$121,513,924TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INCURRED BUT NOT REPORTED CLAIMS$2,372,552
BENEFITS PAYABLE-$315,989
FieldValueIRS element (for citing)
Total Liability$2,056,563TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$71,549,391TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,929,703NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,929,703RevenueNotReportedAmt
Revenue Subtotal$64,619,688RevenueSubtotalAmt
Investment Expenses Not Incld$179,188InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$179,188RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$64,798,876TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,592,319TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$55,592,319ExpensesSubtotalAmt
Investment Expenses Not Incld2$179,188InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,489,605OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$1,310,417ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$54,281,902TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2: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 PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2025, 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.
PART XII, LINE 4B - OTHER ADJUSTMENTS:NET CHANGE IN BENEFIT OBLIGATIONS -1,489,605.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD B KEOGHPersonNm
TitleADMINISTRATORTitleTxt
Base Compensation Filing Org$193,510BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$70,804DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$31,078NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$295,392TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF LOCAL 17 SMW
FORM 990, PART VI, SECTION B, LINE 11BBOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12AS AN EMPLOYEE BENEFIT PLAN WE ARE SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
FORM 990, PART VI, SECTION B, LINE 15BCOMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:ASSETS TRANSFERED IN DUE TO MERGER 3,781,865.
FORM 990, PART XII, LINE 2C:NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
SMW LOCAL 17 JATC
1157 ADAMS STREETDORCHESTERMA02124222562168TRAINING FUNDMA501TRAINING0
NORTHEAST SMART
1157 ADAMS STREETDORCHESTERMA02124862091145UNIONMA5010
SMW LOCAL 17 ANNUITY FUND
1157 ADAMS STREETDORCHESTERMA02124046394579EMPLOYEE BENEFIT FUNDMA4010
SMW LOCAL 17 EQUALITY
1157 ADAMS STREETDORCHESTERMA02124042740831EMPLOYEE BENEFIT FUNDMA5010
SMW LOCAL 17 SUPPLEMENTAL PENSION FUND
1157 ADAMS STREETDORCHESTERMA02124200845880EMPLOYEE BENEFIT FUNDMA0
SMART 63 EDUCATION
32 STEVENS STREETSPRINGFIELDMA01104237267027TRAINING FUNDMA501TRAINING0
BTEA
100 GROSSMAN DRBRAINTREEMA02184041133160EMPLOYER ASSOCIATIONMA5010

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (123 entries)

Legal Domicile StateLegalDomicileStateCd
ADVANCE AIR & HEAT
MA
AERO MECHANICAL INC
RI
AERODYNE MECHANICAL CONTRACTOR
MA
AIR DISTRIBUTION CORP
MA
ALLIANCE SHEET METAL (BOSTON)
MA
APEX CORPORATION
MA
ATLANTIC CONTRACTING & SPECIAL
NH
BENNETT CAD SYSTEMS INC
MA
BLOUIN SERVICE LLC
NH
CCB INC
ME
BOSTON AIR SYSTEMS
MA
ALL AIR SMW
MA
KLEEBERG SHEET METAL INC
MA
BRYANT SHEET METAL
MA
ARDEN ENGINEERING
MA
BUCKLEY ASSOCIATES
MA
CHARLES P BLOUIN INC
MA
COMMONWEALTH BLDG SYSTEMS
MA
COMMONWEALTH VENTILATION
MA
COX ENGINEERING COMPANY
MA
CUSTOM METALS - INSURANCE
MA
DD SILVIA HVAC
MA
AXION
MA
E L BARRETT CO INC
MA
BUILD 3D
RI
DUCTED AIR SYSTEMS LLC
MA
EVERGREEN SHEETMETAL
MA
EXCEL HVAC INC
RI
BONNER SHEET METAL CORP
MA
FEELEY MCANESPIE INC
MA
FOOD EQUIPMENT INSTALLATION
MA
FINBARR MECHANICAL LLC
MA
CAMBRIDGEPORT AIR
NJ
FRAZIER SHEET METAL
MA
INTEGRA TESTING
MA
GILBERT & BECKER CO INC
MA
G & R HEATING AND AIR CONDITIONING
IL
GREENWOOD INDUST
MA
INDEPENDENT AIR
MA
CAMBRIDGEPORT CUSTOM
MA
JC CANNISTRARO LLC
MA
JEC SERVICE COMPANY
MA
JOHN F SHEA CO INC
MA
JOHNSON S M CO INC
MA
KEVIN S COX ASSOC
MA
KIMBALL AIR SYSTEMS
MA
CARL FISCHER
ME
CK TESTING
MA
LEONHARDT CO INC
NH
MBTA
MA
MAPLEWOOD SHEET METAL CO INC
MA
MCCUSKER-GILL INC
MA
METALON LLC
MA
MILHAMER ASSOCIATES INC
MA
MLS SHEET METAL
MA
MURPHY SPECIALTIES
MA
NE INSTALLATIONS LLC
MA
NESM MECHANICAL
NH
NESM CONNECTORS
MA
NORTHEASTERN SHEET METAL
NH
CONTINENTAL PRODUCTS
MA
NORTHSTAR CONTRACTING GROUP
MA
O'CONNOR CORPORATION
ME
PEAK MECHANICAL SERVICES CORP
MA
PRECISION AIR TESTING & BALANCING
RI
CRRC
MA
QUALITY AIR METALS
MA
QUINCY SHEET METAL CO
MA
NEW ENGLAND ABATEMENT RESOURCES
MA
RELIABLE ROOFING & SM
MA
RMN MECHANICAL
NH
S&D SHEET METAL
ME
DYNAMIC AIR
MA
STEWART ELECTRICAL CONTRACTING
MA
SYDNEY SHEET METAL
MA
TEKON TECH CONSULTANTS
MA
TEMPTEC MECHANICAL
RI
THB COMPANY
MA
THOMAS YOUNG ASSOC
MA
TITAN
MA
TREMONT HVAC
MA
TRI STAR SHEET METAL
ME
UNIQUE METAL WORKS LLC
RI
UNITED HVAC
MA
UNIVERSAL AUTOMATION & MECH
MA
WALSH BROTHERS INC
MA
WALSH MECHANCIAL
MA
WILLIAM F LYNCH CO
MA
WORCESTER AIR COND
MA
XYZ SHEET METAL
MA
ENVIRONMEWNTAL DUCT
MA
WALSH CONSTRUCTION
MA
FAB TECH
MA
GDS
MA
MANNYS PLUMBING AND HEATING
MA
NORTHSTAR REFRIGERATION INC
MA
ROYAL STEAM HEATING CO
MA
HAMEL
ME
SUNRISE ERECTORS INC
MA
YANKEE SHEET METAL
RI
N&T MECHANICAL CONTRACTORS INC
MA
ICONBIM
MA
SKANSKA USA BUILDING
MA
LEADINGWAY
MA
CERTIFIED BOOM AND INDUSTRIAL
MA
JOHN W DANFORTH COMPANY
VT
LK SHEET METAL
MA
LAB CO
MA
M&W SHEET METAL
MA
MODERNIZED ARCHITECHURAL
MA
MORAN SHEET METAL
MA
KLEEBERG MECHANICAL SERVICES
MA
PITTSFIELD PIPERS INC
MA
NEW HORIZON SHEET METAL
MA
N&T SHEET METAL
MA
THE DOBERT COMPANIES
MA
US TEST & BALANCE
MA
PERFORMANCE SM
MA
RC METALS
MA
SILKTOWN ROOFING
MA
UNITED MCGILL
MA
VERTEX
MA
EMOND
MA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SMW LOCAL 17 ANNUITY FUND
Q$378,138TIME STUDY ALLOCATION
SMW LOCAL 17 JATC
Q$11,908TIME STUDY ALLOCATION
SMART
Q$22,364TIME STUDY ALLOCATION
SMW LOCAL 17 EQUALITY
Q$82,296TIME STUDY ALLOCATION
SMW LOCAL 17 SUPPLEMENTAL PENSION FUND
Q$247,504TIME STUDY ALLOCATION

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