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.

Fiscal year end:
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

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

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