Sheet Metal Workers Local 33 Supplemental Retiree Health Fund
Sheet Metal Workers Local 33 Supplemental Retiree Health Fund's network
5 people3 organisationsi5 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David Haas Chair | Chairman (Jan-Jul) | 2018 | 8 yrs |
| Jason Lewis Chair | Chairman (Jul-Dec) | 2024 | 2 yrs |
| Jamie Bostic | Company secretary | 2022 | 4 yrs |
| Nelson Smith | Trustee | 2018 | 8 yrs |
| Patrick Allen | Trustee | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Morgan Stanley | Institutional Trustee | 1 | $8k | ||
| Jamie Bostic | Secretary | 1 | $0 | ||
| Nelson Smith | Trustee | 1 | $0 | ||
| Jason Lewis | Chairman (Jul-Dec) | 2 | $0 | ||
| Patrick Allen | Trustee | 1 | $0 | ||
| David Haas | Chairman (Jan-Jul) | 1 | $0 |
About
- Legal name
- Sheet Metal Workers Local 33 Supplemental Retiree Health Fund
- EIN
- 206576932
- Address
- 12515 Corporate Dr, Parma, OH, 44130-9322
- State
- Ohio
- Mission
- The plan provides reimbursement of certain medical benefits to members participating in the plan. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 6 (IRS master file code)
- Formed
- 2010
- Principal officer
- David Haas (as named on the Form 990)
- IRS ruling date
- 1 March 2007
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsDavid Haas
≥8years on the filingsNelson Smith
≥4years on the filingsJamie Bostic
≥3years on the filingsPatrick Allen
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.2m
- Total liabilities
- $4k
- Net assets or fund balances
- $2.2m
- Contributions and grants received
- $85k
- Program service revenue
- $0
- Employees
- 0
- Volunteers
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $177k | $102k | $75k |
As filed on the IRS Form 990. US dollars.