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← UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND

Form 990 for tax year 2024

Filed by UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND.

Totals

Total revenue
$1,246,057
Total expenses
$1,152,344
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,083,655
Investment income
$136,623
Other revenue
$25,779
Total assets, end of year
$6,680,887
Total liabilities, end of year
$70,226
Net assets or fund balances, end of year
$6,610,661
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'S CONTRIBUTION

    total $1,083,655 · related or exempt $1,083,655

  • 3 · Investment income

    total $158,223 · excluded $158,223

  • 7a · Gross sales of assets other than inventory

    securities $1,437,386

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

    securities $1,458,986

  • 7c · Gain or loss

    securities -$21,600

  • 7d · Net gain or loss

    total -$21,600 · excluded -$21,600

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $12,770 · excluded $12,770

  • 11d · All other revenue

    total $13,009 · excluded $13,009

  • 11e · Other revenue, total

    $25,779

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $718,849

  • 11b · Fees: legal

    total $179,225

  • 11c · Fees: accounting

    total $30,000

  • 11f · Fees: investment management

    total $16,866

  • 11g · Fees: other

    total $53,003

  • 13 · Office expenses

    total $6,978

  • 14 · Information technology

    total $6,500

  • 16 · Occupancy

    total $6,228

  • 23 · Insurance

    total $11,822

  • 24a · Other expenses: CLAIMS ADMIN. FEES

    total $122,873

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,192,298 · end of year $2,077,669

  • 2 · Savings and temporary cash investments

    beginning of year $132,714 · end of year $437,615

  • 4 · Accounts receivable

    beginning of year $268,574 · end of year $304,001

  • 11 · Investments: publicly traded securities

    beginning of year $3,914,121 · end of year $3,861,602

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,434 · end of year $70,226

  • 25 · Other liabilities

    beginning of year $29,360 · end of year $0

  • 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 $6,374,913 · end of year $6,610,661

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFIT TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS IS APPROXIMATELY 306.

As filed on the 2024 return.

Listed in Part VII

  • Ajay Borzoni

    UNION TRUSTEE

    Total calculated
    $184,932
    From this org
    $0
    From related orgs
    $153,299
    Other
    $31,633
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,299 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,986 related
    Nontaxable benefits
    $0 + $27,647 related
    Filer's total
    $0 + $184,932 related

  • Rosalba Perez

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Shulem Stenhill

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Josh Winter

    EMPLOYER 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. 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EIGHTEEN ASSOCIATES LLC

Related corporations and trusts

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

  • ARSPEC DECORATIVE PRODUCTS INC

  • CARTS UNLIMITED G& S METAL

  • CHURCHILL CORPORATE SERVICES

  • MBS LTD

  • NAP INDUSTRIES

  • TRISTATE LUMBER

  • TRISTATE SURGICAL SUPPLY COMPANY

  • VICTORIA CLASSICS LTD

  • WHITSONS FOOD PRODUCTS

Provenance

Return type
form_990
Tax year
2024
Filed
14 January 2026
IRS schema version
2024v5.5
Source object
202600149349300510

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