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← INTERNATIONAL UNION-OPERATNG ENGNRS LOC15 15A&C MUNI EMPL WELFARE FUND

Form 990 for tax year 2025

Filed by INTERNATIONAL UNION-OPERATNG ENGNRS LOC15 15A&C MUNI EMPL WELFARE FUND.

Totals

Total revenue
$617,655
Total expenses
$714,533
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$467,977
Investment income
$149,678
Other revenue
$0
Total assets, end of year
$4,830,764
Total liabilities, end of year
$94,345
Net assets or fund balances, end of year
$4,736,419
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: EMPLOYERS' CONTRIBUTIO

    total $467,977 · related or exempt $467,977

  • 3 · Investment income

    total $149,678 · excluded $149,678

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $486,679

  • 7 · Other salaries and wages

    total $110,369

  • 8 · Pension plan contributions

    total $20,096

  • 9 · Other employee benefits

    total $22,768

  • 10 · Payroll taxes

    total $7,921

  • 11b · Fees: legal

    total $18,354

  • 11c · Fees: accounting

    total $21,755

  • 11f · Fees: investment management

    total $7,500

  • 13 · Office expenses

    total $6,039

  • 14 · Information technology

    total $1,463

  • 16 · Occupancy

    total $7,751

  • 23 · Insurance

    total $3,838

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $816,224 · end of year $534,978

  • 4 · Accounts receivable

    beginning of year $25,600 · end of year $74,650

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,929 · end of year $4,613

  • 10a · Land, buildings and equipment: cost or other basis

    $44,146

  • 10b · Land, buildings and equipment: accumulated depreciation

    $44,146

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,787,056 · end of year $4,216,523

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,208 · end of year $9,642

  • 25 · Other liabilities

    beginning of year $0 · end of year $84,703

  • 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 $4,580,601 · end of year $4,736,419

Mission and programs · 2025

Mission

TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2025 return.

Listed in Part VII

  • Michael Salerno

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Paone

    TRUSTEE - EFF 8/2025

    Total calculated
    $0
    Hours/week
    1

  • Vanessa Iturralde

    ALT TRUSTEE - EFF 8/2025

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Marino

    TRUSTEE - THRU 7/2025

    Total calculated
    $0
    Hours/week
    1

  • Catherine Chase

    FUND ADMIN

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

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

The filer's explanations (Part III)

SCHEDULE J SUPPLEMENTAL INFORMATION
CATHERINE CHASE - TOTAL COMPENSATION REPORTED BY WELFARE FUND OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 15, 15A, 15C, 15D AFL-CIO (UNRELATED ORGANIZATION) AMOUNTED TO $476,916 OF WHICH 1% OF SALARIES AND BENEFITS INCLUDED IN TOTAL COMPENSATION IS REIMBURSED BY THE FILING ORGANIZATION.

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.

Provenance

Return type
form_990
Tax year
2025
Filed
22 June 2026
IRS schema version
2025v4.2
Source object
202621739349300502

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