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Filing year 2024

SHEET METAL WORKERS UNION LOCAL 38 INSURANCE AND WELFARE FUND

Brewster, New York·EIN 13-1739693·9
Total revenue
$14.8M
Total assets
$17.1M
Total expenses
$15.3M
Reported officers
7
Mission

TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Executive compensation, broken down

Form 990 · Schedule J · 1 reported individual · Filing year 2024

Fund Manager - Eff 01/2024
officer (unspecified)
$278k
$300k
Base
$155k
Bonus
Other
$3k
Benefits
$24k

Teal figures restate each filed amount in 2026 dollars.

Estimated with New York-Newark-Jersey City, NY-NJ-PA metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 6 unpaid individuals.

Up 3%
from 2023

From $269k in 2023 to $278k in 2024.

$269k
2023
$278k
2024
In today's dollarsEst.
Roughly flat in real terms$302k to $300k

Estimated with New York-Newark-Jersey City, NY-NJ-PA metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

SHEET METAL WORKERS UNION LOCAL 38 INSURANCE AND WELFARE FUND reported revenue and expenses across 2 filing years.

RevenueExpenses
$14M
$13.3M
2023
$14.8M
$15.3M
2024
Total revenue and total expenses from IRS Form 990 filings.
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