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Nonprofiteer
← TEAMSTERS LOCAL 922 EMPLOYERS HEALTH TRUST

Form 990 for tax year 2022

Filed by TEAMSTERS LOCAL 922 EMPLOYERS HEALTH TRUST.

Totals

Total revenue
$8,964,485
Total expenses
$8,240,983
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,346,290
Investment income
$140,646
Other revenue
$477,549
Total assets, end of year
$6,346,437
Total liabilities, end of year
$113,547
Net assets or fund balances, end of year
$6,232,890
Program services expenses (Part IX)
$8,240,983
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$8,240,983

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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 $6,105,263 · related or exempt $6,105,263

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $2,241,027 · related or exempt $2,241,027

  • 3 · Investment income

    total $136,369 · unrelated business $136,369

  • 7a · Gross sales of assets other than inventory

    securities $1,740,000

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

    securities $1,735,723

  • 7c · Gain or loss

    securities $4,277

  • 7d · Net gain or loss

    total $4,277 · unrelated business $4,277

  • 11a · Other revenue: PRESCRIPTION REBATE

    total $294,659 · related or exempt $294,659

  • 11b · Other revenue: STOP LOSS REIMBURSEMENT

    total $159,499 · related or exempt $159,499

  • 11c · Other revenue: SUBROGATION

    total $22,822 · related or exempt $22,822

  • 11d · All other revenue

    total $569 · related or exempt $569

  • 11e · Other revenue, total

    $477,549

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,825,727 · program services $7,825,727

  • 11a · Fees: management

    total $221,560 · program services $221,560

  • 11b · Fees: legal

    total $33,841 · program services $33,841

  • 11c · Fees: accounting

    total $21,979 · program services $21,979

  • 13 · Office expenses

    total $13,201 · program services $13,201

  • 19 · Conferences, conventions and meetings

    total $7,479 · program services $7,479

  • 23 · Insurance

    total $838 · program services $838

  • 24a · Other expenses: ACTUARIAL

    total $43,750 · program services $43,750

  • 24b · Other expenses: PPO FEES

    total $28,109 · program services $28,109

  • 24c · Other expenses: CASE MANAGEMENT EXPENSE

    total $20,791 · program services $20,791

  • 24d · Other expenses: BANK CHARGES

    total $11,856 · program services $11,856

  • 24e · All other expenses

    total $11,852 · program services $11,852

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,155,529 · end of year $2,626,893

  • 2 · Savings and temporary cash investments

    beginning of year $2,891,670 · end of year $2,989,169

  • 4 · Accounts receivable

    beginning of year $542,450 · end of year $722,965

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,075 · end of year $7,410

  • 17 · Accounts payable and accrued expenses

    beginning of year $91,465 · end of year $113,547

  • 27 · Net assets without donor restrictions

    beginning of year $5,499,259 · end of year $6,232,890

Mission and programs · 2022

Mission

NONE

Activities or mission (Part I)

THE FUND PROVIDES MEDICAL,SURGICAL,HOSPITALIZATION, VISION CARE AND DENTAL BENEFITS PURSUANT TO CERTAIN COLLECTIVE BARGAINING AGREEMENTS.

  • THE FUND PROVIDED GROUP LIFE, DISABILITY, HOSPITALIZATION, SURGICAL ,MEDICAL, VISION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS UNDER VARIOUS COLLECTIVE BARGAINING AGREEMENTS.

    Expenses $8,240,983

As filed on the 2022 return.

Listed in Part VII

  • Rudolph Gardner

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sherri Dickerson

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Timothy Brown

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michael Goble

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 July 2024
IRS schema version
2022v5.0
Source object
202442089349300504

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