SHEET METAL WORKERS-49 WELFARE FUND

Nonpartisan civic infrastructure

Sheet Metal Workers-49 Welfare Fund

501(c)

DBA: Health Plan

Other · PHOENIX, AZ · EIN 85-6011542

To provide health and welfare benefits for members of local 49 including medical, surgical, disability, accident, dental, and vision benefits.

DBA Health Plan

Donations are NOT tax-deductible

FY ending 2024-03-31

Revenue

$7.4M

Expenses

$7.2M

Assets

$13.2M

Liabilities

$45K

$7.4M$3.7M$0

222324

RevenueExpenses

Latest FY2024: $7.4M · Avg: $6.2M

SHEET METAL WORKERS-49 WELFARE FUND

Your actions

2550 W Union Hills DR STE 290

Phoenix, AZ, 85027-519

Voting board members6

Independent members6

Conflict-of-interest policyYes

Whistleblower policyNo

Doc-retention policyNo

Audit committeeYes

990 reviewed by boardNo

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.