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 RedmondFREDRICK 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 BridgesLINDA 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 LeibfriedTOM 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 HarrellMACK 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 CodyJENNIFER 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 MahoneyJAMES 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 GratzJOEL 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.
-
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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