Mission
PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.
Public Charity
WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND
WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND is a Public Charity headquartered in WAUKESHA, WI. Financial data from the 2024 filing: $58.6M revenue, $56.7M expenses, $56.8M total assets.
EIN: 351638874
WAUKESHA, WI
Latest filing: 2024
Total Revenue$58.6M
Total Expenses$56.7M
Total Assets$56.8M
Grant Records0
Filing Years2019–2024
Where $100 goes at Wisconsin Sheet Metal Workers Health and Benefit Fund
How Wisconsin Sheet Metal Workers Health and Benefit Fund divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$93
Programs
the work itself
$7
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $93 for programs
$24
Hospital, surgical, medical, dental, vision, and prescription drug benefits for approximately 3,100 members and their families
$23
Provide supplemental medicare advantage prescription drug plan for approximately 777 members
$23
Provide cost containment and case management services for approximately 3,100 members
Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Brad Aldag Started 82224
TRUSTEE
Brad Kalcic
TRUSTEE
Brandon Langenfeld
TRUSTEE
Brian Neumaier Started 82224
TRUSTEE
Craig Wagner
TRUSTEE
David Aldag Thru 41124
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $58.6M | $56.7M | $56.8M |
| 2023 | $53.1M | $49.0M | $53.2M |
| 2022 | $45.5M | $48.3M | $43.1M |
| 2020 | $39.6M | $39.7M | $47.5M |
| 2019 | $39.1M | $42.3M | $44.2M |
Between 2019 and 2024, reported annual revenue grew from $39.1M to $58.6M (+50%), with total assets most recently reported at $56.8M.
Interactive year-over-year charts and full filing details available with membership.