Totals
- Total revenue
- $1,288,032,468
- Total expenses
- $1,288,443,673
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,280,577,875
- Investment income
- $7,405,801
- Other revenue
- $48,792
- Total assets, end of year
- $418,890,774
- Total liabilities, end of year
- $199,341,257
- Net assets or fund balances, end of year
- $219,549,517
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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: PREMIUM REVENUE
total $1,280,577,875 · related or exempt $1,280,577,875
-
3 · Investment income
total $7,405,801 · excluded $7,405,801
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · unrelated business $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $48,792 · excluded $48,792
-
11e · Other revenue, total
$48,792
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $1,194,422,857
-
5 · Compensation of officers, directors and key employees
total $1,447,311
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $21,136,086
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $7,769,062
-
10 · Payroll taxes
total $1,758,885
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $99,074
-
11c · Fees: accounting
total $346,728
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $41,262,162
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $3,413,776
-
14 · Information technology
total $3,555,479
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,118,807
-
17 · Travel
total $263,543
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,273,235
-
23 · Insurance
total $137,032
-
24a · Other expenses: SERVICE FEES
total $9,567,175
-
24b · Other expenses: ACA EXCISE TAXES
total $534,603
-
24c · Other expenses: MEMBER SERVICES
total $337,858
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $154,963,191 · end of year $197,021,292
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $22,115,231 · end of year $27,609,667
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $293,284 · end of year $3,117,193
-
10a · Land, buildings and equipment: cost or other basis
$34,082,124
-
10b · Land, buildings and equipment: accumulated depreciation
$32,741,504
-
10c · Land, buildings and equipment, net
beginning of year $2,514,567 · end of year $1,340,620
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $183,194,606 · end of year $189,802,002
-
17 · Accounts payable and accrued expenses
beginning of year $5,072,546 · end of year $17,030,063
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $182,878,287 · end of year $182,311,194
-
27 · Net assets without donor restrictions
beginning of year $175,130,046 · end of year $219,549,517
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
TO PROVIDE HIGH QUALITY, COMPETITIVE HEALTH BENEFIT PRODUCTS AND SERVICES TO THE MEMBERS OF THE AMERICAN POSTAL WORKERS UNION HEALTH PLAN.
Activities or mission (Part I)
TO PROVIDE HIGH QUALITY, COMPETITIVE HEALTH BENEFIT PRODUCTS AND SERVICES TO THE MEMBERS OF THE APWU HEALTH PLAN PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.
-
High Option Plan: Our fee-for-service plans offer services through PPO networks.This means that certain hospitals and other health care providers are "preferred providers". When you use our network providers, you will receive covered services at reduced cost. APWU Health Plan is solely responsible for the selection of PPO providers in your area.
-
Consumer Driven Option Preventive benefits: This component provides first dollar coverage for specified preventive care for adults and children if you use a network provider. Personal Care Account (PCA): This component is used first to provide first dollar coverage for covered medical, dental and vision care services until the account balance is exhausted. Traditional benefits: After you have used up your Personal Care Account and satisfied a Member Responsibility, the Plan starts paying benefits under the Traditional Health Coverage.
-
Conversion Plan: Provides catastrophic insurance coverage for people who are no longer eligible to participate in the FEHB program.
As filed on the 2023 return.
Listed in Part VII
-
Carroll E Midgett
PLAN ADMIN, RETIRED 9/2023
- Total calculated
- $331,611
- From this org
- $269,314
- From related orgs
- $0
- Other
- $62,297
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $260,543
- Bonus
- $0
- Other
- $8,771
- Deferred
- $29,832
- Nontaxable benefits
- $32,466
- Filer's total
- $331,612
-
Matthew Grayson
DIV. MNGR., INFORMATION TECH
- Total calculated
- $289,670
- From this org
- $215,105
- From related orgs
- $0
- Other
- $74,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,510
- Bonus
- $10,785
- Other
- $810
- Deferred
- $31,277
- Nontaxable benefits
- $43,426
- Filer's total
- $289,808
-
Timothy ErwinTIMOTHY ERWIN
DIVISION MGR., FINANCIAL
- Total calculated
- $282,318
- From this org
- $194,853
- From related orgs
- $0
- Other
- $87,465
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,305
- Bonus
- $9,455
- Other
- $2,093
- Deferred
- $44,177
- Nontaxable benefits
- $43,412
- Filer's total
- $282,442
-
Kimberly Farrell
DIVISION MANAGER, CLAIMS
- Total calculated
- $277,805
- From this org
- $213,436
- From related orgs
- $0
- Other
- $64,369
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,386
- Bonus
- $10,184
- Other
- $4,866
- Deferred
- $43,950
- Nontaxable benefits
- $20,554
- Filer's total
- $277,940
-
Ingrid Bricker
Manager, Application Dvlpmt
- Total calculated
- $259,484
- From this org
- $204,471
- From related orgs
- $0
- Other
- $55,013
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,249
- Bonus
- $9,749
- Other
- $14,473
- Deferred
- $11,725
- Nontaxable benefits
- $43,420
- Filer's total
- $259,616
-
Richard Myers
Network Engineer
- Total calculated
- $247,563
- From this org
- $190,019
- From related orgs
- $0
- Other
- $57,544
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,345
- Bonus
- $8,400
- Other
- $17,274
- Deferred
- $37,125
- Nontaxable benefits
- $20,532
- Filer's total
- $247,676
-
Wayne Setzer
Manager, Human Resources
- Total calculated
- $236,102
- From this org
- $181,767
- From related orgs
- $0
- Other
- $54,335
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,232
- Bonus
- $8,250
- Other
- $13,285
- Deferred
- $11,047
- Nontaxable benefits
- $43,392
- Filer's total
- $236,206
-
Randy GriffinRANDY GRIFFIN
PLAN ADMIN, EFFECTIVE 9/2023
- Total calculated
- $219,296
- From this org
- $166,939
- From related orgs
- $0
- Other
- $52,357
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,313
- Bonus
- $11,000
- Other
- $626
- Deferred
- $9,069
- Nontaxable benefits
- $43,394
- Filer's total
- $219,402
-
David Van Horn
Manager, Infrastructure
- Total calculated
- $218,431
- From this org
- $184,287
- From related orgs
- $0
- Other
- $34,144
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,818
- Bonus
- $8,919
- Other
- $5,550
- Deferred
- $13,725
- Nontaxable benefits
- $20,529
- Filer's total
- $218,541
-
Roberta Kopas
Senior Database Administrator
- Total calculated
- $214,054
- From this org
- $182,509
- From related orgs
- $0
- Other
- $31,545
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,077
- Bonus
- $8,294
- Other
- $13,138
- Deferred
- $31,545
- Nontaxable benefits
- $112
- Filer's total
- $214,166
-
Mark Dimondstein
Board Member
- Total calculated
- $213,840
- From this org
- $0
- From related orgs
- $182,769
- Other
- $31,071
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $177,609 related
- Bonus
- $0
- Other
- $0 + $5,160 related
- Deferred
- $0 + $31,071 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $213,840 related
-
Charlie CashCHARLIE CASH
Director, Industrial Relations
- Total calculated
- $191,164
- From this org
- $0
- From related orgs
- $148,670
- Other
- $42,494
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $137,538 related
- Bonus
- $0
- Other
- $0 + $11,132 related
- Deferred
- $0 + $25,274 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $173,944 related
-
Arrion BrownARRION BROWN
DIRECTOR, SUPPORT SERVICES DIV
- Total calculated
- $191,164
- From this org
- $0
- From related orgs
- $148,670
- Other
- $42,494
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $136,821 related
- Bonus
- $0
- Other
- $0 + $11,849 related
- Deferred
- $0 + $25,274 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $173,944 related
-
Elizabeth Powell
SECRETARY
- Total calculated
- $188,887
- From this org
- $0
- From related orgs
- $161,442
- Other
- $27,445
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $149,532 related
- Bonus
- $0
- Other
- $0 + $11,910 related
- Deferred
- $0 + $27,445 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $188,887 related
-
Deborah Szeredy
Board Member
- Total calculated
- $188,887
- From this org
- $0
- From related orgs
- $161,442
- Other
- $27,445
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $158,862 related
- Bonus
- $0
- Other
- $0 + $2,580 related
- Deferred
- $0 + $27,445 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $188,887 related
-
Sarah Rodriguez
Director
- Total calculated
- $174,774
- From this org
- $153,930
- From related orgs
- $0
- Other
- $20,844
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $145,321
- Bonus
- $0
- Other
- $8,609
- Deferred
- $3,718
- Nontaxable benefits
- $17,126
- Filer's total
- $174,774
-
Idowu BalogunIDOWU BALOGUN
BOARD MEMBER
- Total calculated
- $174,503
- From this org
- $0
- From related orgs
- $149,148
- Other
- $25,355
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $139,286 related
- Bonus
- $0
- Other
- $0 + $9,862 related
- Deferred
- $0 + $25,355 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $174,503 related
-
Michael Foster
Board Member
- Total calculated
- $174,227
- From this org
- $0
- From related orgs
- $148,912
- Other
- $25,315
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $137,493 related
- Bonus
- $0
- Other
- $0 + $11,419 related
- Deferred
- $0 + $25,315 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $174,227 related
-
Lamont Brooks
BOARD MEMBER
- Total calculated
- $174,191
- From this org
- $0
- From related orgs
- $148,881
- Other
- $25,310
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $137,287 related
- Bonus
- $0
- Other
- $0 + $11,594 related
- Deferred
- $0 + $25,310 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $174,191 related
-
Yared WondeYARED WONDE
COORDINATOR
- Total calculated
- $163,301
- From this org
- $0
- From related orgs
- $126,050
- Other
- $37,251
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $126,050 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $21,429 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $147,479 related
-
Omar Gonzalez
Board Member
- Total calculated
- $163,300
- From this org
- $0
- From related orgs
- $126,050
- Other
- $37,250
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,656 related
- Bonus
- $0
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $147,478 related
-
Arthur Jones
Board Member
- Total calculated
- $163,300
- From this org
- $0
- From related orgs
- $126,050
- Other
- $37,250
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $115,906 related
- Bonus
- $0 + $2,750 related
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $147,478 related
-
Tiffany Foster
Board Member
- Total calculated
- $154,741
- From this org
- $0
- From related orgs
- $126,050
- Other
- $28,691
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,656 related
- Bonus
- $0
- Other
- $0 + $7,394 related
- Deferred
- $0 + $21,428 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $147,478 related
-
Amy PuhalskiAMY PUHALSKI
COORDINATOR
- Total calculated
- $85,046
- From this org
- $0
- From related orgs
- $70,531
- Other
- $14,515
- Hours/week
- 1 + 40 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
American Postal Workers Union AFL-CIO
501(c)(5) · LABOR ORG · DC
Directly controlled by NA
-
APWU AFL-CIO HEALTH PLAN H&W TRUST
501(c)(9) · BENEFIT PLAN · VA · controlled entity
Directly controlled by APWU HP
-
APWU HEALTH PLAN EMPLOYEES PENSION PLAN
401(A) · PENSION PLAN · MD · controlled entity
Directly controlled by APWU HP
-
APWU HEALTH PLAN MGT STAFF PENSION PLAN
401(A) · PENSION PLAN · MD · controlled entity
Directly controlled by APWU HP
-
APWU-HP BARGAINING UNIT DEF CONTRIB PLAN
401(K) · PENSION PLAN · MD · controlled entity
Directly controlled by APWU HP
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349327166
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