Skip to content
Nonprofiteer
← PENNSYLVANIA SOCIAL SERVICES UNION HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by PENNSYLVANIA SOCIAL SERVICES UNION HEALTH AND WELFARE FUND.

Totals

Total revenue
$5,046,036
Total expenses
$4,556,907
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,603,513
Investment income
$442,523
Other revenue
$0
Total assets, end of year
$12,374,212
Total liabilities, end of year
$12,033
Net assets or fund balances, end of year
$12,362,179
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$3,902,665

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $4,548,744 · related or exempt $4,548,744

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $54,769 · related or exempt $54,769

  • 3 · Investment income

    total $442,523 · excluded $442,523

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,902,665

  • 7 · Other salaries and wages

    total $135,418

  • 8 · Pension plan contributions

    total $28,052

  • 9 · Other employee benefits

    total $73,123

  • 10 · Payroll taxes

    total $11,585

  • 11b · Fees: legal

    total $15,125

  • 11c · Fees: accounting

    total $23,600

  • 11f · Fees: investment management

    total $85,274

  • 11g · Fees: other

    total $245,237

  • 13 · Office expenses

    total $12,910

  • 16 · Occupancy

    total $7,800

  • 19 · Conferences, conventions and meetings

    total $3,627

  • 23 · Insurance

    total $7,628

  • 24a · Other expenses: PCORI FEES

    total $4,863

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $814,637 · end of year $356,480

  • 4 · Accounts receivable

    beginning of year $527,537 · end of year $1,129,217

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,601 · end of year $43,988

  • 11 · Investments: publicly traded securities

    beginning of year $10,471,397 · end of year $10,844,527

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,898 · end of year $12,033

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $11,848,274 · end of year $12,362,179

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS

  • HEALTH AND WELFARE BENEFITS FOR UNION MEMBERS

    Expenses $3,902,665

As filed on the 2023 return.

Listed in Part VII

  • Steve Catanese

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joanne Sessa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Butler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Don Meadows

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Collie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 February 2025
IRS schema version
2023v6.0
Source object
202510719349302076

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.