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Nonprofiteer
← INTERNATIONAL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FD

Form 990 for tax year 2024

Filed by INTERNATIONAL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FD.

Totals

Total revenue
$39,630,389
Total expenses
$40,199,520
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$36,611,630
Investment income
$2,859,788
Other revenue
$158,971
Total assets, end of year
$109,494,028
Total liabilities, end of year
$10,880,527
Net assets or fund balances, end of year
$98,613,501
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 $36,055,126 · related or exempt $36,055,126

  • 2b · Program service revenue: RETIREE CONTRIBUTIONS

    total $525,533 · related or exempt $525,533

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $30,971 · related or exempt $30,971

  • 4 · Income from investment of tax-exempt bond proceeds

    total $1,479,840 · excluded $1,479,840

  • 7a · Gross sales of assets other than inventory

    securities $65,771,472

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

    securities $64,391,524

  • 7c · Gain or loss

    securities $1,379,948

  • 7d · Net gain or loss

    total $1,379,948 · excluded $1,379,948

  • 11a · Other revenue: MISCELLANEOUS

    total $158,971 · related or exempt $158,971

  • 11e · Other revenue, total

    $158,971

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $38,166,508

  • 5 · Compensation of officers, directors and key employees

    total $191,239

  • 7 · Other salaries and wages

    total $291,398

  • 8 · Pension plan contributions

    total $205,051

  • 9 · Other employee benefits

    total $299,379

  • 10 · Payroll taxes

    total $35,040

  • 11b · Fees: legal

    total $54,219

  • 11c · Fees: accounting

    total $41,163

  • 11f · Fees: investment management

    total $293,103

  • 11g · Fees: other

    total $139,045

  • 13 · Office expenses

    total $60,271

  • 14 · Information technology

    total $146,608

  • 16 · Occupancy

    total $177,077

  • 19 · Conferences, conventions and meetings

    total $12,889

  • 22 · Depreciation, depletion and amortization

    total $4,821

  • 23 · Insurance

    total $67,035

  • 24a · Other expenses: PCORI FEE

    total $14,174

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,211,079 · end of year $5,589,804

  • 4 · Accounts receivable

    beginning of year $3,474,730 · end of year $2,926,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $134,057 · end of year $129,345

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

    $535,502

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

    $531,568

  • 10c · Land, buildings and equipment, net

    beginning of year $8,755 · end of year $3,934

  • 11 · Investments: publicly traded securities

    beginning of year $69,734,598 · end of year $75,542,095

  • 12 · Investments: other securities

    beginning of year $25,218,281 · end of year $24,228,644

  • 15 · Other assets

    beginning of year $1,187,222 · end of year $1,073,982

  • 17 · Accounts payable and accrued expenses

    beginning of year $90,114 · end of year $71,682

  • 25 · Other liabilities

    beginning of year $9,843,368 · end of year $10,808,845

  • 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 $97,035,240 · end of year $98,613,501

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICPANTS AND THEIR DEPENDENTS.

Activities or mission (Part I)

PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Juan Campos

    TRUSTEE

    Total calculated
    $315,910
    From this org
    $0
    From related orgs
    $201,433
    Other
    $114,477
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,433 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $88,091 related
    Nontaxable benefits
    $0 + $26,386 related
    Filer's total
    $0 + $315,910 related

  • Dan Thomas

    SECRETARY - TREASURER

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • Joseph Bakes

    CHAIRMAN

    Total calculated
    $351,718
    From this org
    $0
    From related orgs
    $248,496
    Other
    $103,222
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,388 related
    Bonus
    $0 + $4,108 related
    Other
    $0
    Deferred
    $0 + $76,836 related
    Nontaxable benefits
    $0 + $26,386 related
    Filer's total
    $0 + $351,718 related

  • Gregory R Foster

    TRUSTEE

    Total calculated
    $323,697
    From this org
    $0
    From related orgs
    $250,602
    Other
    $73,095
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,908 related
    Bonus
    $0 + $34,694 related
    Other
    $0
    Deferred
    $0 + $46,709 related
    Nontaxable benefits
    $0 + $26,386 related
    Filer's total
    $0 + $323,697 related

  • Kenneth Emanuelson

    TRUSTEE

    Total calculated
    $356,611
    From this org
    $0
    From related orgs
    $283,516
    Other
    $73,095
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,238 related
    Bonus
    $0 + $60,278 related
    Other
    $0
    Deferred
    $0 + $46,709 related
    Nontaxable benefits
    $0 + $26,386 related
    Filer's total
    $0 + $356,611 related

  • Duane Mattingly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • William W Gianaras

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • Matthew J Wilim

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • Shari Hembree

    CLAIMS DEPARTMENT MANAGER

    Total calculated
    $173,567
    From this org
    $109,551
    From related orgs
    $0
    Other
    $64,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,551
    Bonus
    $0
    Other
    $0
    Deferred
    $34,012
    Nontaxable benefits
    $30,004
    Filer's total
    $173,567

  • Amy Wojciechowski

    ADMINISTRATOR

    Total calculated
    $222,036
    From this org
    $157,995
    From related orgs
    $0
    Other
    $64,041
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $157,995
    Bonus
    $0
    Other
    $0
    Deferred
    $34,037
    Nontaxable benefits
    $30,004
    Filer's total
    $222,036

  • Jack Witt

    FORMER ADMINISTRATOR

    Total calculated
    $161,714
    From this org
    $0
    From related orgs
    $104,276
    Other
    $57,438
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,276 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,916 related
    Nontaxable benefits
    $0 + $30,522 related
    Filer's total
    $0 + $161,714 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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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 corporations and trusts

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

  • 3MD RELOCATION SERVICES LLC

  • ABF FREIGHT SYSTEM

  • ADVANTAGE MOVING & STORAGE

  • ADVANTAGE MOVING

  • AVALON PETROLEUM COMPANY

  • BELL FUELS INC

  • BOYER-ROSENE MOVING AND STORAGE

  • CENTRAL CONTRACTORS

  • CHICAGO AREA EXPRESS

  • CHICAGO MAILING TUBE CO

  • CHICAGO MESSENGER SERVICE

  • CHICAGO OFFICE MOVERS

  • CHICAGO SUBURBAN EXPRESS

  • CPC LOGISTICS INC

  • DHL

  • DHL GLOBAL FORWARDING

  • EQUIPMENT DEPOT OF ILLINOIS

  • FREEMAN EXPOSITIONS

  • GENE GOODWILLIE INC

  • GREAT LAKES EXPRESS

  • HALLETT & SONS EXPERT MOVERS INC

  • ILLINOIS FEDERATION OF TEACHERS

  • JOHNSON PIPE & SUPPLY CO

  • KEHE FOOD DISTRIBUTORS

  • LA GROU MOTOR SERVICE

  • LOCAL 705 H&W STAFF

  • LOCAL 705 H&W PENSION STAFF

  • LOCAL 705 STAFF

  • MEYER INDUSTRIAL CONTAINER

  • MOHR OIL CO

  • OLD CASTLE GLASS

  • OSCO INCORPORATED

  • PICKENS KANE MOVING

  • STANDARD CARTAGE COMPANY

  • STANDARD FORWARDING

  • TEAMSTER JOINT COUNCIL

  • THE VALVOLINE CO DR

  • THE VALVOLINE CO W

  • TOWN OF CICERO

  • UNIVAR SOLUTIONS

  • US FOOD SERVICE INC

  • VILLAGE OF BELLWOOD

  • VILLAGE OF ELMWOOD PARK

  • VILLAGE OF FOREST PARK

  • VILLAGE OF WESTCHESTER

  • WEST SIDE REALTY

  • WEST SIDE REALTY ADM

Provenance

Return type
form_990
Tax year
2024
Filed
24 October 2025
IRS schema version
2024v5.2
Source object
202543079349302404

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