Public Charity

SMART LOCAL 265 WELFARE FUND

SMART LOCAL 265 WELFARE FUND, of DOWNERS GROVE, IL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $40.3M in revenue, $42.2M in expenses, $44.2M in total assets.

EIN: 362356062 DOWNERS GROVE, IL Latest filing: 2025
Total Revenue$40.3M
Total Expenses$42.2M
Total Assets$44.2M
Grant Records0
Filing Years2021–2025

Mission

PROVIDE 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.

Officers & Directors

FORMER TRUSTEE Andy Yonkus
TRUSTEE Brian Dahlman
CLAIMS MANAGER Brian Doxie
PENSION MANAGER Emily Bandera
FORMER TRUSTEE John Daniel
TRUSTEE John Shaw

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $40.3M $42.2M $44.2M
2024 $33.6M $37.5M $41.4M
2023 $30.2M $34.4M $41.4M
2022 $27.1M $37.3M $43.0M
2021 $35.9M $30.7M $56.5M

Between 2021 and 2025, reported annual revenue grew from $35.9M to $40.3M (+12%), with total assets most recently reported at $44.2M.

Interactive year-over-year charts and full filing details available with membership.

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