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← PAINTERS-802 HEALTH & WELFARE FUND

Form 990 for tax year 2024

Filed by PAINTERS-802 HEALTH & WELFARE FUND.

Totals

Total revenue
$6,749,607
Total expenses
$6,373,945
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,203,609
Investment income
$545,998
Other revenue
$0
Total assets, end of year
$7,323,837
Total liabilities, end of year
$3,896,065
Net assets or fund balances, end of year
$3,427,772
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: EMPLOYER CONTRIBUTIONS

    total $6,064,669 · related or exempt $6,064,669

  • 2b · Program service revenue: SELF PAYMENT CONTRIBUTIONS

    total $138,940 · related or exempt $138,940

  • 3 · Investment income

    total $192,244 · excluded $192,244

  • 7a · Gross sales of assets other than inventory

    securities $7,403,736

  • 7b · Less cost or other basis and sales expenses

    securities $7,049,982

  • 7c · Gain or loss

    securities $353,754

  • 7d · Net gain or loss

    total $353,754 · excluded $353,754

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,824,104

  • 11a · Fees: management

    total $48,615

  • 11b · Fees: legal

    total $33,888

  • 11c · Fees: accounting

    total $25,600

  • 11f · Fees: investment management

    total $13,130

  • 11g · Fees: other

    total $227,530

  • 13 · Office expenses

    total $32,510

  • 19 · Conferences, conventions and meetings

    total $2,436

  • 23 · Insurance

    total $8,848

  • 24a · Other expenses: MDB REIMBURSEMENTS

    total $495,621

  • 24b · Other expenses: STOP-LOSS PREMIUMS

    total $423,630

  • 24c · Other expenses: PREFERRED PROVIDER AND

    total $138,006

  • 24d · Other expenses: COST CONTAINMENT

    total $43,198

  • 24e · All other expenses

    total $56,829

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,161,179 · end of year $426,516

  • 2 · Savings and temporary cash investments

    beginning of year $141,943 · end of year $130,742

  • 4 · Accounts receivable

    beginning of year $607,889 · end of year $597,336

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,557 · end of year $61,677

  • 10a · Land, buildings and equipment: cost or other basis

    $11,098

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,098

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,848,122 · end of year $6,093,513

  • 12 · Investments: other securities

    beginning of year $8,000

  • 15 · Other assets

    beginning of year $84,907 · end of year $14,053

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,711 · end of year $29,108

  • 25 · Other liabilities

    beginning of year $3,432,234 · end of year $3,866,957

  • 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 $3,455,652 · end of year $3,427,772

Mission and programs · 2024

Mission

TO PROVIDE HEALTH, DISABILITY, LIFE, AND DENTAL INSURANCE TO UNION MEMBERS AND NON-BARGAINING MEMBERS UNDER A COLLECTIVE BARGAINING AGREEMENT.

Activities or mission (Part I)

TO PROVIDE HEALTH, DISABILITY, LIFE, AND DENTAL INSURANCE TO UNION MEMBERS AND NONMEMBERS.

  • TO PROVIDE HOPSITAL, SURGICAL, DENTAL, AND MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES THROUGH SELF-INSURANCE. THE PLAN ALSO PROVIDES LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE THROUGH THE PURCHASE OF A GROUP INSURANCE POLICY.

As filed on the 2024 return.

Listed in Part VII

  • Jeff Mehrhoff

    CHAIRMAN

    Total calculated
    $214,396
    From this org
    $0
    From related orgs
    $147,592
    Other
    $66,804
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $147,592 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,792 related
    Nontaxable benefits
    $0 + $18,012 related
    Filer's total
    $0 + $214,396 related

  • Brian Baumgartner

    LABOR TRUSTEE

    Total calculated
    $165,824
    From this org
    $0
    From related orgs
    $105,963
    Other
    $59,861
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $105,963 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,051 related
    Nontaxable benefits
    $0 + $18,810 related
    Filer's total
    $0 + $165,824 related

  • Mike Malofsky

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Senan Nash

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Bethany Keleher

    MANAGEMENT TRUSTEE/SEC. TR

    Total calculated
    $0
    Hours/week
    0.5

  • Ray Lavallee

    LABOR TRUSTEE

    Total calculated
    $6,999
    From this org
    $0
    From related orgs
    $3,881
    Other
    $3,118
    Hours/week
    0.5

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

None.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202543079349302049

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