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Employer Identification Number 36-2356062

TRUSTEES OF THE SMART LOCAL 265 WELFARE FUND is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:TRUSTEES OF THE SMART LOCAL 265 WELFARE FUND
Employer identification number (EIN):36-2356062
EIN Issuing AuthorityCincinnati, OH
NAIC Classification:238900
401k Pension/Benefits registration TRUSTEES OF THE SMART LOCAL 265 WELFARE FUND 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementPROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT.
Number of Employees69
Number of Volunteers0
Year Formed1962

Organization Governance

Legal DomicileIL
Voting Members - Governing Body10
Voting Members - Independent5

Organization Financials

2023-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 25,916,457
Program Service Revenue from current yearUSD $ 29,742,539
Investment Income from prior yearUSD $ 489,135
Investment Income from current yearUSD $ -134,607
Other Revenue from prior yearUSD $ 510,906
Other Revenue from current yearUSD $ 605,005
Gross receipts from all sourcesUSD $ 52,204,753
Net assets / fund balances at end of fiscal yearUSD $ 25,736,190
Net assets / fund balances at beginning of fiscal yearUSD $ 28,305,702
Total liabilities at end of fiscal yearUSD $ 15,710,715
Total liabilities at beginning of fiscal yearUSD $ 14,717,888
Total assets at end of fiscal yearUSD $ 41,446,905
Total assets at beginning of fiscal yearUSD $ 43,023,590
Revenues less expenses for current yearUSD $ -4,178,821
Revenues less expenses for previous yearUSD $ -10,257,750
Total expenses for current yearUSD $ 34,391,758
Total expenses for previous yearUSD $ 37,341,688
Other expenses in current yearUSD $ 4,310,631
Other expenses in previous yearUSD $ 3,266,319
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,379,091
Employee salary and benefits paid in previous yearUSD $ 1,244,658
Benefits paid to or for members in current yearUSD $ 28,702,036
Benefits paid to or for members in previous yearUSD $ 32,830,711
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 30,212,937
Total revenue in previous fiscal yearUSD $ 27,083,938
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 167,440
Total of other revenueUSD $ 605,005
2022-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 25,953,679
Program Service Revenue from current yearUSD $ 25,916,457
Investment Income from prior yearUSD $ 9,535,971
Investment Income from current yearUSD $ 489,135
Other Revenue from prior yearUSD $ 385,443
Other Revenue from current yearUSD $ 510,906
Gross receipts from all sourcesUSD $ 69,329,771
Net assets / fund balances at end of fiscal yearUSD $ 28,305,702
Net assets / fund balances at beginning of fiscal yearUSD $ 42,903,607
Total liabilities at end of fiscal yearUSD $ 14,717,888
Total liabilities at beginning of fiscal yearUSD $ 13,546,828
Total assets at end of fiscal yearUSD $ 43,023,590
Total assets at beginning of fiscal yearUSD $ 56,450,435
Revenues less expenses for current yearUSD $ -10,257,750
Revenues less expenses for previous yearUSD $ 5,129,531
Total expenses for current yearUSD $ 37,341,688
Total expenses for previous yearUSD $ 30,745,562
Other expenses in current yearUSD $ 3,266,319
Other expenses in previous yearUSD $ 1,801,113
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,244,658
Employee salary and benefits paid in previous yearUSD $ 980,979
Benefits paid to or for members in current yearUSD $ 32,830,711
Benefits paid to or for members in previous yearUSD $ 27,963,470
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 27,083,938
Total revenue in previous fiscal yearUSD $ 35,875,093
Contributions and grants from current yearUSD $ 167,440
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 510,906
2021-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 25,944,587
Program Service Revenue from current yearUSD $ 25,953,679
Investment Income from prior yearUSD $ 2,930,380
Investment Income from current yearUSD $ 9,535,971
Other Revenue from prior yearUSD $ 333,803
Other Revenue from current yearUSD $ 385,443
Gross receipts from all sourcesUSD $ 72,306,719
Net assets / fund balances at end of fiscal yearUSD $ 42,903,607
Net assets / fund balances at beginning of fiscal yearUSD $ 41,351,495
Total liabilities at end of fiscal yearUSD $ 13,546,828
Total liabilities at beginning of fiscal yearUSD $ 13,083,344
Total assets at end of fiscal yearUSD $ 56,450,435
Total assets at beginning of fiscal yearUSD $ 54,434,839
Revenues less expenses for current yearUSD $ 5,129,531
Revenues less expenses for previous yearUSD $ 51,882
Total expenses for current yearUSD $ 30,745,562
Total expenses for previous yearUSD $ 29,156,888
Other expenses in current yearUSD $ 1,801,113
Other expenses in previous yearUSD $ 1,571,213
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 980,979
Employee salary and benefits paid in previous yearUSD $ 890,028
Benefits paid to or for members in current yearUSD $ 27,963,470
Benefits paid to or for members in previous yearUSD $ 26,695,647
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 35,875,093
Total revenue in previous fiscal yearUSD $ 29,208,770
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 385,443
2020-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 26,190,297
Program Service Revenue from current yearUSD $ 25,944,587
Investment Income from prior yearUSD $ 2,125,921
Investment Income from current yearUSD $ 2,930,380
Other Revenue from prior yearUSD $ 311,332
Other Revenue from current yearUSD $ 333,803
Gross receipts from all sourcesUSD $ 80,588,586
Net assets / fund balances at end of fiscal yearUSD $ 41,351,495
Net assets / fund balances at beginning of fiscal yearUSD $ 41,635,802
Total liabilities at end of fiscal yearUSD $ 13,083,344
Total liabilities at beginning of fiscal yearUSD $ 12,762,269
Total assets at end of fiscal yearUSD $ 54,434,839
Total assets at beginning of fiscal yearUSD $ 54,398,071
Revenues less expenses for current yearUSD $ 51,882
Revenues less expenses for previous yearUSD $ -1,573,824
Total expenses for current yearUSD $ 29,156,888
Total expenses for previous yearUSD $ 30,201,374
Other expenses in current yearUSD $ 1,571,213
Other expenses in previous yearUSD $ 1,785,469
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 890,028
Employee salary and benefits paid in previous yearUSD $ 967,492
Benefits paid to or for members in current yearUSD $ 26,695,647
Benefits paid to or for members in previous yearUSD $ 27,448,413
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 29,208,770
Total revenue in previous fiscal yearUSD $ 28,627,550
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 333,803
2019-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 25,699,162
Program Service Revenue from current yearUSD $ 26,190,297
Investment Income from prior yearUSD $ 1,021,452
Investment Income from current yearUSD $ 2,125,921
Other Revenue from prior yearUSD $ 279,518
Other Revenue from current yearUSD $ 311,332
Gross receipts from all sourcesUSD $ 61,371,933
Net assets / fund balances at end of fiscal yearUSD $ 41,635,802
Net assets / fund balances at beginning of fiscal yearUSD $ 42,273,404
Total liabilities at end of fiscal yearUSD $ 12,762,269
Total liabilities at beginning of fiscal yearUSD $ 12,783,949
Total assets at end of fiscal yearUSD $ 54,398,071
Total assets at beginning of fiscal yearUSD $ 55,057,353
Revenues less expenses for current yearUSD $ -1,573,824
Revenues less expenses for previous yearUSD $ -188,323
Total expenses for current yearUSD $ 30,201,374
Total expenses for previous yearUSD $ 27,188,455
Other expenses in current yearUSD $ 1,785,469
Other expenses in previous yearUSD $ 1,564,011
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 967,492
Employee salary and benefits paid in previous yearUSD $ 933,748
Benefits paid to or for members in current yearUSD $ 27,448,413
Benefits paid to or for members in previous yearUSD $ 24,690,696
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 28,627,550
Total revenue in previous fiscal yearUSD $ 27,000,132
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 311,332
2018-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 24,881,289
Program Service Revenue from current yearUSD $ 25,699,162
Investment Income from prior yearUSD $ 1,550,918
Investment Income from current yearUSD $ 1,021,452
Other Revenue from prior yearUSD $ 234,774
Other Revenue from current yearUSD $ 279,518
Gross receipts from all sourcesUSD $ 66,470,704
Net assets / fund balances at end of fiscal yearUSD $ 42,273,404
Net assets / fund balances at beginning of fiscal yearUSD $ 42,366,236
Total liabilities at end of fiscal yearUSD $ 12,783,949
Total liabilities at beginning of fiscal yearUSD $ 13,176,147
Total assets at end of fiscal yearUSD $ 55,057,353
Total assets at beginning of fiscal yearUSD $ 55,542,383
Revenues less expenses for current yearUSD $ -188,323
Revenues less expenses for previous yearUSD $ -1,447,852
Total expenses for current yearUSD $ 27,188,455
Total expenses for previous yearUSD $ 28,114,833
Other expenses in current yearUSD $ 1,564,011
Other expenses in previous yearUSD $ 1,562,575
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 933,748
Employee salary and benefits paid in previous yearUSD $ 887,616
Benefits paid to or for members in current yearUSD $ 24,690,696
Benefits paid to or for members in previous yearUSD $ 25,664,642
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 27,000,132
Total revenue in previous fiscal yearUSD $ 26,666,981
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 279,518
2017-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 23,895,020
Program Service Revenue from current yearUSD $ 24,881,289
Investment Income from prior yearUSD $ 1,136,110
Investment Income from current yearUSD $ 1,550,918
Other Revenue from prior yearUSD $ 271,667
Other Revenue from current yearUSD $ 234,774
Gross receipts from all sourcesUSD $ 77,841,818
Net assets / fund balances at end of fiscal yearUSD $ 42,366,236
Net assets / fund balances at beginning of fiscal yearUSD $ 43,905,689
Total liabilities at end of fiscal yearUSD $ 13,176,147
Total liabilities at beginning of fiscal yearUSD $ 11,499,275
Total assets at end of fiscal yearUSD $ 55,542,383
Total assets at beginning of fiscal yearUSD $ 55,404,964
Revenues less expenses for current yearUSD $ -1,447,852
Revenues less expenses for previous yearUSD $ -1,011,124
Total expenses for current yearUSD $ 28,114,833
Total expenses for previous yearUSD $ 26,313,921
Other expenses in current yearUSD $ 1,562,575
Other expenses in previous yearUSD $ 1,456,839
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 887,616
Employee salary and benefits paid in previous yearUSD $ 976,453
Benefits paid to or for members in current yearUSD $ 25,664,642
Benefits paid to or for members in previous yearUSD $ 23,880,629
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 26,666,981
Total revenue in previous fiscal yearUSD $ 25,302,797
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 234,774
2015-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 22,577,174
Program Service Revenue from current yearUSD $ 23,559,204
Investment Income from prior yearUSD $ 1,637,445
Investment Income from current yearUSD $ 1,513,221
Other Revenue from prior yearUSD $ 221,355
Other Revenue from current yearUSD $ 225,192
Gross receipts from all sourcesUSD $ 98,785,714
Net assets / fund balances at end of fiscal yearUSD $ 44,215,748
Net assets / fund balances at beginning of fiscal yearUSD $ 44,483,339
Total liabilities at end of fiscal yearUSD $ 10,515,107
Total liabilities at beginning of fiscal yearUSD $ 9,888,317
Total assets at end of fiscal yearUSD $ 54,730,855
Total assets at beginning of fiscal yearUSD $ 54,371,656
Revenues less expenses for current yearUSD $ 415,832
Revenues less expenses for previous yearUSD $ 3,125,432
Total expenses for current yearUSD $ 24,881,785
Total expenses for previous yearUSD $ 21,310,542
Other expenses in current yearUSD $ 1,618,180
Other expenses in previous yearUSD $ 1,351,699
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 970,190
Employee salary and benefits paid in previous yearUSD $ 950,877
Benefits paid to or for members in current yearUSD $ 22,293,415
Benefits paid to or for members in previous yearUSD $ 19,007,966
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 25,297,617
Total revenue in previous fiscal yearUSD $ 24,435,974
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 225,192

Other Company Names associated with EIN

SHEET METAL WORKERS LCL 265 WELFARE FUND
SMART LOCAL 265 WELFARE FUND

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 362356062

USA Mailing Address
205 ALEXANDRA WAY
CAROL STREAM
IL
60188
Date first seen: 2007-01-01
Date last seen: 2026-02-25
USA Mailing Address
205 ALEXANDRA WAY
CAROL STREAM
IL
601882080
Date first seen: 2025-08-04
Date last seen: 2026-02-25
USA Mailing Address
3110 WOODCREEK DR.
DOWNERS GROVE
IL
605155411
Date first seen: 2026-05-13
Date last seen: 2026-05-13

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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