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← TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST

Form 990 for tax year 2024

Filed by TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST.

Totals

Total revenue
$61,646,584
Total expenses
$39,056,003
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$53,002,416
Investment income
$8,585,920
Other revenue
$58,248
Total assets, end of year
$359,693,825
Total liabilities, end of year
$1,597,186
Net assets or fund balances, end of year
$358,096,639
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: CONTRIBUTIONS-EMPLOYERS

    total $52,807,477 · related or exempt $52,807,477

  • 2b · Program service revenue: CONTRIBUTIONS-PARTICIPANTS

    total $194,939 · related or exempt $194,939

  • 3 · Investment income

    total $9,680,950 · excluded $9,680,950

  • 7a · Gross sales of assets other than inventory

    securities $61,863,138

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

    securities $62,958,168

  • 7c · Gain or loss

    securities -$1,095,030

  • 7d · Net gain or loss

    total -$1,095,030 · excluded -$1,095,030

  • 11a · Other revenue: LITIGATION PROCEEDS

    total $58,248 · related or exempt $58,248

  • 11e · Other revenue, total

    $58,248

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $35,166,692

  • 5 · Compensation of officers, directors and key employees

    total $88,820

  • 11a · Fees: management

    total $972,208

  • 11b · Fees: legal

    total $377,146

  • 11c · Fees: accounting

    total $83,513

  • 11f · Fees: investment management

    total $538,682

  • 11g · Fees: other

    total $202,166

  • 13 · Office expenses

    total $67,649

  • 17 · Travel

    total $2,243

  • 23 · Insurance

    total $59,419

  • 24a · Other expenses: NETWORK PPO FEES

    total $1,273,195

  • 24b · Other expenses: OONP EXPENSES

    total $165,545

  • 24c · Other expenses: BANK FEES

    total $37,050

  • 24d · Other expenses: PCORI FEES

    total $21,675

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,917,482 · end of year $6,922,898

  • 2 · Savings and temporary cash investments

    beginning of year $11,260,512 · end of year $8,166,338

  • 4 · Accounts receivable

    beginning of year $5,924,013 · end of year $5,266,222

  • 11 · Investments: publicly traded securities

    beginning of year $113,076,883 · end of year $155,579,513

  • 12 · Investments: other securities

    beginning of year $172,737,727 · end of year $179,916,302

  • 15 · Other assets

    beginning of year $3,298,048 · end of year $3,842,552

  • 17 · Accounts payable and accrued expenses

    beginning of year $409,583 · end of year $540,786

  • 25 · Other liabilities

    beginning of year $105,105 · end of year $1,056,400

  • 29 · Capital stock, trust principal or current funds

    beginning of year $324,699,977 · end of year $358,096,639

  • 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 $0 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE COVERAGE FOR HOSPITALIZATION, MEDICAL BENEFITS, MENTAL HEALTH BENEFITS, DISABILITY INCOME, DEATH BENEFITS, PRESCRIPTION DRUGS, DISEASE CASE MANAGEMENT, DENTAL, AND VISION CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

Activities or mission (Part I)

TO PROVIDE HEALTH & WELFARE INSURANCE BENEFITS TO EMPLOYEES (AND THEIRELIGIBLE DEPENDENTS) OF CONTRIBUTING EMPLOYERS WHO ARE REPRESENTED BYTHE PARTICIPATING LOCAL UNION

  • PAYMENT OF MEDICAL AND OTHER BENEFITS TO OR FOR ITS PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Eric D Weiss

    TRUSTEE-EMPLOYER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Michael Bull

    TRUSTEE-EMPLOYER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Thomas Ratliff

    TRUSTEE-UNION

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Frank W Stegman

    TRUSTEE-EMPLOYER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • William Davis

    TRUSTEE-UNION

    Total calculated
    $224,449
    From this org
    $0
    From related orgs
    $168,016
    Other
    $56,433
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,016 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,028 related
    Nontaxable benefits
    $0 + $16,405 related
    Filer's total
    $0 + $224,449 related

  • Philip Giles

    TRUSTEE-CHAIRMAN

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Raymond Howard

    TRUSTEE-SECRETARY

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • John Gibson

    TRUSTEE-UNION

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $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. 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.

  • TEAMSTERS LOCAL 639 EMPLOYERS PENSION TRUST FUND

    401(A) · PENSION FUND · DC

  • TEAMSTERS LOCAL 639 LEGAL SERVICES FUND

    501(C)(9) · LEGAL FUND · DC

  • TEAMSTERS LOCAL UNION 639

    501(C)(5) · LABOR UNION · DC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • JOINT BOARD OF TRUSTEES LOCAL 639 EMPLOYERS HEALTH TRUST FUND

  • 21ST CENTURY EXPO GROUP

  • ABF FREIGHT SYSTEM INC

  • ADVANTAGE CONF & EXPO LLC

  • ALLIED POWER SERVICES

  • ALUMA SYSTEMS CONCRETE CONSTR

  • ARATA EXPOSTIONS INC

  • ATLANTIC EXPO SERVICES

  • BREAKTHRU BEVERAGE GROUP

  • CAPITAL PAVING OF DC INC

  • CLARK CONSTRUCTION GROUP LLC

  • EMPLOYCO SERVICES LTD

  • ENTERTAINMENT PARTNERS

  • EXPO LABOR PROS LLC

  • FREEMAN EXPOSITIONS INC

  • HARGROVE INC

  • HUTCHINSON INTERNATIONAL CORP

  • JJ TAYLOR INC

  • L B M INC

  • LOCAL 639 DRIVERS CHAUFFEURS

  • MARTIN-BROWER CO (DRIVERS)

  • MARTIN-BROWER CO (WAREHOUSE)

  • MARVA MAID

  • MDVA MILK PRODUCERS

  • MERIT CONCRETE CORPORATION

  • METRO MECHANICAL CONTR INC

  • METROPOLITAN POULTRY

  • MICHAELS

  • NEXXTSHOW

  • NOLAND COMPANY

  • REPUBLIC NAT'L DISTRIBUTING CO

  • RUAN LOGISTICS COPORATION

  • S FREEDMAN & SONS

  • SHENANDOAH FLEET MAINTENANCE

  • SHEPARD EXPO (CASUAL)

  • SHEPARD EXPOSITION SERVICES

  • SILVER HILL AGGREGATE LTD

  • STROMBERG SHEET METAL

  • SUPER CONCRETE

  • TRAX INTERNATIONAL CORPORATION

  • UNION PAYROLL

  • UPS 2100

  • VISTA CONVENTION SERVICES INC

  • WILLWORK INC

  • YRC WORLDWIDE ENTERPRISE SERV

  • BOILER & FURNACE CLEANERS

  • BEEHGLY TREE

  • GES EXPO SERVICE CO (CASUAL)

  • GES EXPOSITION SERVICES

  • GIANT FOOD (639 DRIVERS)

  • HAMMER START LLC

  • PRICE GREGORY

  • PARAMOUNT CONVENTION SERVICES INC

  • T3 EXPO LLC

  • THINKFILM INC

  • US PIPELINE INC

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202503119349300525

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