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Wisconsin Sheet Metal Health and Benefit Trust Fund

501(c)
DBA: AND BENEFIT FUND
Other · WAUKESHA, WI · EIN 35-1638874

About

Provide health and welfare benefits for participants and their beneficiaries.

DBA And Benefit Fund

Donations are NOT tax-deductible
Category
Other
Employees
127
Volunteers
9

Financial Snapshot

FY ending 2022-12-31
Revenue
$45.5M
Expenses
$48.3M
Assets
$43.1M
Liabilities
$39.0M

Financial history

$48.3M$24.1M$0
16171819202122
RevenueExpenses
Latest FY2022: $45.5M · Avg: $38.7M
WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND
Your actions

Address

2201 Springdale RD
Waukesha, WI, 53186-285

Governance

Voting board members16
Independent members7
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
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.