Mission
THE PLAN PROVIDES MEDICAL, VISION, PRESCRIPTION DRUGS, DENTAL, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Public Charity
SHEET METAL WORKERS LOCAL 270 WELFARE FUND
Based in TULSA, OK, SHEET METAL WORKERS LOCAL 270 WELFARE FUND operates as a Public Charity. The organization reported $5.6M in revenue, $5.4M in expenses, $7.7M in total assets for fiscal year 2026.
EIN: 736098088
TULSA, OK
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2026
Total Revenue$5.6M
Total Expenses$5.4M
Total Assets$7.7M
Grant Records0
Filing Years2021–2026
Where $100 goes at Sheet Metal Workers Local 270 Welfare Fund
How Sheet Metal Workers Local 270 Welfare Fund divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$81
Programs
the work itself
$19
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 $81 for programs
$81
The plan provides medical, vision, prescription drugs, dental, disability, life insurance, and accidental death and dismemberment benefits for eligible participants and their dependents
Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
EMPLOYER TRUSTEE
Charles Benningfield
EMPLOYER TRUSTEE
Dan Owens
EMPLOYER TRUSTEE
David Tidwell
UNION TRUSTEE
Jeremey Johnson
UNION TRUSTEE, BUSINESS MANAGER/FST
Joshua Craig
UNION TRUSTEE, PRESIDENT
Leyston Godwin
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $5.6M | $5.4M | $7.7M |
| 2025 | $5.3M | $4.5M | $6.6M |
| 2024 | $4.0M | $3.2M | $5.2M |
| 2023 | $3.2M | $3.3M | $4.0M |
| 2021 | $3.0M | $2.9M | $3.5M |
Between 2021 and 2026, reported annual revenue grew from $3.0M to $5.6M (+85%), with total assets most recently reported at $7.7M.
Interactive year-over-year charts and full filing details available with membership.