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← AFL-CIO HEALTH & WELFARE TR

Form 990 for tax year 2024

Filed by AFL-CIO HEALTH & WELFARE TR.

Totals

Total revenue
$48,501,330
Total expenses
$47,360,649
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$47,621,256
Investment income
$880,074
Other revenue
$0
Total assets, end of year
$29,454,236
Total liabilities, end of year
$1,039,017
Net assets or fund balances, end of year
$28,415,219
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 $43,215,547 · related or exempt $43,215,547

  • 2b · Program service revenue: PRESCRIPTION DRUG REBATES

    total $3,694,343 · related or exempt $3,694,343

  • 2c · Program service revenue: STOP LOSS REIMBURSEMENT

    total $532,974 · related or exempt $532,974

  • 2d · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $178,392 · related or exempt $178,392

  • 3 · Investment income

    total $880,074 · excluded $880,074

  • 7a · Gross sales of assets other than inventory

    securities $438

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

    securities $438

  • 7c · Gain or loss

    securities $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $45,506,655

  • 11a · Fees: management

    total $250,495

  • 11b · Fees: legal

    total $43,907

  • 11c · Fees: accounting

    total $68,150

  • 11f · Fees: investment management

    total $5,000

  • 11g · Fees: other

    total $436,346

  • 13 · Office expenses

    total $29,824

  • 23 · Insurance

    total $19,015

  • 24a · Other expenses: CLAIMS PROCESSING FEES

    total $626,594

  • 24b · Other expenses: STOP LOSS PREMIUMS

    total $356,897

  • 24c · Other expenses: BANK FEES

    total $11,153

  • 24d · Other expenses: PCORI FEES

    total $6,613

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,880,351 · end of year $1,701,785

  • 4 · Accounts receivable

    beginning of year $2,055,896 · end of year $3,142,753

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,338 · end of year $7,094

  • 11 · Investments: publicly traded securities

    beginning of year $19,067,935 · end of year $20,373,370

  • 12 · Investments: other securities

    beginning of year $4,504,552 · end of year $4,229,234

  • 17 · Accounts payable and accrued expenses

    beginning of year $577,794 · end of year $427,018

  • 19 · Deferred revenue

    beginning of year $857,884 · end of year $611,999

  • 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 $27,080,394 · end of year $28,415,219

Mission and programs · 2024

Mission

THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.

Activities or mission (Part I)

SEE SCHEDULE "O"THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.

  • PROVIDED MEDICAL, DENTAL, HEARING, VISION, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Fredrick Redmond

    TRUSTEE

    Total calculated
    $381,538
    From this org
    $0
    From related orgs
    $280,214
    Other
    $101,324
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,821 related
    Bonus
    $0
    Other
    $0 + $5,393 related
    Deferred
    $0 + $65,957 related
    Nontaxable benefits
    $0 + $35,367 related
    Filer's total
    $0 + $381,538 related
  • Linda Bridges

    TRUSTEE

    Total calculated
    $167,440
    From this org
    $0
    From related orgs
    $167,440
    Other
    $0
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,640 related
    Bonus
    $0 + $3,144 related
    Other
    $0 + $1,656 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,440 related
  • Tom Leibfried

    TRUSTEE

    Total calculated
    $205,008
    From this org
    $0
    From related orgs
    $128,902
    Other
    $76,106
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,492 related
    Bonus
    $0
    Other
    $0 + $410 related
    Deferred
    $0 + $31,738 related
    Nontaxable benefits
    $0 + $44,368 related
    Filer's total
    $0 + $205,008 related
  • Mack Harrell

    TRUSTEE

    Total calculated
    $264,801
    From this org
    $0
    From related orgs
    $177,285
    Other
    $87,516
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,698 related
    Bonus
    $0
    Other
    $0 + $3,587 related
    Deferred
    $0 + $42,588 related
    Nontaxable benefits
    $0 + $44,928 related
    Filer's total
    $0 + $264,801 related
  • Jennifer Cody

    TRUSTEE

    Total calculated
    $181,794
    From this org
    $0
    From related orgs
    $131,606
    Other
    $50,188
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,111 related
    Bonus
    $0
    Other
    $0 + $2,495 related
    Deferred
    $0 + $31,887 related
    Nontaxable benefits
    $0 + $18,301 related
    Filer's total
    $0 + $181,794 related
  • James Mahoney

    TRUSTEE

    Total calculated
    $532,895
    From this org
    $0
    From related orgs
    $433,621
    Other
    $99,274
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,721 related
    Bonus
    $0
    Other
    $0 + $117,900 related
    Deferred
    $0 + $63,144 related
    Nontaxable benefits
    $0 + $36,130 related
    Filer's total
    $0 + $532,895 related
  • Joel Gratz

    (FORMER) TRUSTEE

    Total calculated
    $166,070
    From this org
    $0
    From related orgs
    $106,329
    Other
    $59,741
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $106,178 related
    Bonus
    $0
    Other
    $0 + $151 related
    Deferred
    $0 + $26,383 related
    Nontaxable benefits
    $0 + $33,358 related
    Filer's total
    $0 + $166,070 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

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.

  • AFL-CIO

    501(C)(5) · UNION ORGANIZATION · DC

  • AFL-CIO EFCU

  • ALABAMA STATE AFL-CIO

  • ALLIANCE FOR RETIRED AMERICANS

  • ALLIANCE OF HEALTH CARE UNIONS

  • ATLANTA-NORTH GEORGIA LABOR COUNCIL

  • CENTER FOR WORKING CAPITAL

  • COALITION OF KAISER PERMANENTE AFL-CIO

  • COMMUNICATIONS WORKRS AMERICA

  • CONNECTICUT STATE AFL-CIO

  • CPWR THE CENTER FOR CONSTRUCTION RESEARCH AND TRAINING

  • DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO

  • DISTRICT NO 10 IAMAW

  • FOOD & ALLIED SERVICE TRADES

  • GCCIBT NATIONAL PENSION FUND

  • GEORGIA STATE AFL-CIO

  • GRAPHIC ARTS INDUSTRY JOINT PENSION TRUST

  • IFPTE LOCAL 194

  • IFPTE LOCAL 195

  • INDUSTRIAL UNION DEPARTMENT

  • INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS

  • INT'L ASN OF BSO&R IRON WORKERS

  • INT'L FED OF PROFESSIONAL & TECHNICAL ENGINEERS

  • INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES

  • LABOR EDUCATION & TRAINING CENTER

  • UNION LAWYERS ALLIANCE AFL-CIO

  • LOUISIANA STATE AFL-CIO

  • MARITIME TRADES DEPARTMENT AFL-CIO

  • MARYLAND STATE & DC AFL-CIO

  • METAL TRADES DEPARTMENT AFL-CIO

  • MILWAUKEE LABOR COUNCIL

  • MINNESOTA STATE AFL-CIO

  • MISSISSIPPI STATE AFL-CIO

  • MISSOURI STATE AFL-CIO

  • NABET-CWA LOCAL 11

  • NABET-CWA LOCAL 16

  • NABET-CWA LOCAL 31

  • NABET-CWA LOCAL 53

  • NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS

  • NATIONAL LABOR COLLEGE

  • NORTH CAROLINA STATE AFL-CIO

  • NEBRASKA STATE AFL-CIO

  • NEW HAVEN FEDERATION OF TEACHERS LOCAL 933

  • NORTH AMERICAN BUILDING TRADES UNION

  • NUCLEAR POWER LABOR MANAGEMENT COOPERATION COMMITTEE TRUST

  • NYC CENTRAL LABOR COUNCIL

  • OPCMIA OF US & CANADA

  • OPCMIA-ITF

  • OPEIU LOCAL 2

  • OPEIU LOCAL 277

  • OPEIU LOCAL 9

  • PUBLIC EMPLOYEES DEPARTMENT

  • TENNESSEE LABOR COUNCL AFL-CIO

  • TEXAS STATE AFL-CIO

  • THE FOUNDATION FOR FAIR CONTRACTING

  • TOOL AND DIE MAKERS LODGE 78

  • UNION LABEL & SERVICE TRADES DEPARTMENT AFL-CIO

  • UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS

  • UTILITY WORKERS UNION LOCAL 1-2

  • UTILITY WORKERS UNION OF AMERICA

  • VIRGINIA STATE AFL-CIO

  • WASHINGTON-BALTIMORE NEWS GUILD

  • WISCONSIN STATE AFL-CIO

  • NORTH SHORE FEDERATION OF LABOR

  • TRANSPORTATION TRADES DEPARTMENT

  • WYOMING STATE AFL-CIO

  • FAIR SHOT TEXAS

  • NATIONAL PLASTERING INDUSTRY

  • AFL-CIO TECHNOLOGY INSTITUTE

  • NATIONAL WOMEN'S SOCCER

  • UNION VETERANS COUNCIL AFL-CIO

  • UNITED SOCCER LEAGUE PLAYERS ASSOCIATION

  • NABET-CWA LOCAL 41

  • UA-INTERNATIONAL TRAINING FUND

  • UA INTERNATIONAL PIPE TRADES JOINT TRAINING COMMITTEE

  • UA LOCAL UNION OFFICERS AND EMPLOYEES PENSION FUND

  • OPCMIA PENSION FUND OFFICE

  • ROOFERS & WATERPROOFERS RESEARCH & EDUCATION JOINT TRUST FUND

  • FAIR SHOT TEXAS PAC

  • CWA DISTRICT 9 APPRENTICESHIP AND TRAINING TRUST FUND

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.

  • AFL-CIO HOUSING INVESTMENT TRUST

  • AFL-CIO INVESTMENT TRUST CORP

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349315621

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