Cause IQ organization profile

Board of Trustees of SMWIA Lu No 28 Welfare Fund

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Board of Trustees of SMWIA Lu No 28 Welfare Fund is a fraternal society based in Mineola, NY that was founded in 1948. As of 2019 they had $83 million in revenue and $161 million in assets.

Previous legal names or variations of their name include: Sheet Metal Workers Local Union No 28 Welfare Fund.

EIN:
13-5530847
City:
State:
Metro:
Founded:
1948
Type:
501(c)(9)
NTEE:
Revenue:
$83,319,897
Assets:
$161,325,628
Employees:
83
Fiscal year end:
December
Revenue trends:
Asset trends:

Program areas at Board of Trustees of SMWIA Lu No 28 Welfare Fund

To provide members with health and Welfare benefits.

Form 990s for Board of Trustees of SMWIA Lu No 28 Welfare Fund

Fiscal year endingDate received by IRSFormPDF link
2018-12Nov 22, 2019990View PDF
2017-12Dec 22, 2018990View PDF
2016-12Jan 18, 2018990View PDF
2015-12Feb 27, 2017990OView PDF
2014-12Feb 3, 2016990OView PDF
...and five more Form 990 PDFs

Financials for Board of Trustees of SMWIA Lu No 28 Welfare Fund

Field2018
Total grants, contributions, etc.$0
Program services$78,793,877
Investment income and dividends$2,803,944
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-109,696
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,831,772
Total revenues$83,319,897

Vendors for Board of Trustees of SMWIA Lu No 28 Welfare Fund

VendorServicesAmount paidDate
Calibre CPA Group PLLCTax accounting; Audit and Compliance Services$129,6262019-10-10
████████ ██████ █ █████Legal$100,8482018-12-01
█████████ ████ ███Legal$144,0802016-12-31
████████ █████████$35,6632016-12-31
███████████ ████Custodial (securities)$10,7122016-12-31
███████ ████████ █████████$7,0712016-12-31
█████ ██████████$31,6502016-12-31
█████████ █████ ███Actuarial, Claims processing$666,9532016-12-31
...and 37 more vendors

Personnel at Board of Trustees of SMWIA Lu No 28 Welfare Fund

NameTitleCompensationMost recent data
Glen CamisaExecutive Director$180,214Dec. 31, 2018
Jennifer BlakeOffice Manager$124,258Dec. 31, 2018
████ ██████Trustee-Nov. 22, 2019

Peer fraternal organizations

 NameTypeRevenueLocation
1Local 1205 Welfare Fund501(c)(9)$20 millionFarmingdale, NY
2Service Employees Benefit Fund501(c)(9)$40 millionSyracuse, NY
3IBEW Local No 236 Health and Benefit Fund501(c)(9)$26 millionSchenectady, NY
4Mondelez Global LLC Group Benefit Trust I501(c)(9)$132 millionNew York, NY
5RDWA - 8 Insurance & Trust Fund United Union of Roofers501(c)(9)$25 millionLong Island City, NY
6IBEW Local 25 Health and Benefit Fund501(c)(9)$35 millionHauppauge, NY
7Local 812 Health Fund501(c)(9)$55 millionGreat Neck, NY
8Labor-Management Healthcare Fund501(c)(9)$220 millionCheektowaga, NY
9Pointers Cleaners and Caulkers Welfare Fund501(c)(9)$22 millionRego Park, NY
10Iatse National Health and Welfare Fund501(c)(9)$305 millionNew York, NY
11International Brotherhood of Trade Unions Health and Welfare Fund501(c)(9)$111 millionGarden City, NY
12Iron Workers Local 40 361 and 417 Health Fund501(c)(9)$131 millionNew York, NY
13Professional Football Players Insurance Trust501(c)(9)$82 millionNew York, NY
14Volt Information Sciences and Affiliates Employee Welfare Benefit Trust501(c)(9)$27 millionUniondale, NY
15Consolidated Edison Master Retiree Health VEBA Trust for Weekly Employees501(c)(9)$50 millionNew York, NY
16Iron Workers Locals 40 and 361 Topping Out Fund501(c)(9)$61 millionNew York, NY
17LVMH Moet Hennessy Louis Vuitton and Affiliates Veba Trust501(c)(9)$79 millionNew York, NY
18Consolidated Edison of NY Inc Master VEBA Retiree Health Trust501(c)(9)$56 millionNew York, NY
19Episcopal Church Medical Trust501(c)(9)$258 millionNew York, NY
20The Golub Corporation Employees Benefit Trust501(c)(9)$58 millionSchenectady, NY
21BNA Cash Basis Veba Trust501(c)(9)$97 millionBrooklyn, NY
22Kingston Trust Fund501(c)(9)$30 millionKingston, NY
23Mason Tenders District Council Welfare Fund (MTDC)501(c)(9)$240 millionNew York, NY
24Ironworkers Local 580501(c)(9)$50 millionNew York, NY
25Excavators Union 731 Welfare501(c)(9)$221 millionAstoria, NY