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Nonprofiteer
← NEW YORK CITY RETIREES HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by NEW YORK CITY RETIREES HEALTH & WELFARE FUND.

Totals

Total revenue
$11,056,470
Total expenses
$9,997,328
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,458,917
Investment income
-$402,447
Other revenue
$0
Total assets, end of year
$39,218,911
Total liabilities, end of year
$768,345
Net assets or fund balances, end of year
$38,450,566
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: CONTRIBUTIONS-EMPLOYER

    total $11,417,912 · related or exempt $11,417,912

  • 2b · Program service revenue: CONTRIBUTIONS-COBRA

    total $41,005 · related or exempt $41,005

  • 3 · Investment income

    total $705,636 · excluded $705,636

  • 7a · Gross sales of assets other than inventory

    securities $22,838,067

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

    securities $23,946,150

  • 7c · Gain or loss

    securities -$1,108,083

  • 7d · Net gain or loss

    total -$1,108,083 · excluded -$1,108,083

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,085,170

  • 11a · Fees: management

    total $552,664

  • 11b · Fees: legal

    total $18,000

  • 11c · Fees: accounting

    total $21,000

  • 11f · Fees: investment management

    total $61,729

  • 11g · Fees: other

    total $227,545

  • 13 · Office expenses

    total $11,776

  • 19 · Conferences, conventions and meetings

    total $6,444

  • 23 · Insurance

    total $13,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,257,559 · end of year $843,466

  • 2 · Savings and temporary cash investments

    beginning of year $249,477 · end of year $454,192

  • 4 · Accounts receivable

    beginning of year $4,871,183 · end of year $5,992,820

  • 11 · Investments: publicly traded securities

    beginning of year $30,943,112 · end of year $31,928,433

  • 17 · Accounts payable and accrued expenses

    beginning of year $207,176 · end of year $166,220

  • 25 · Other liabilities

    beginning of year $383,000 · end of year $602,125

  • 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 $39,731,155 · end of year $38,450,566

Mission and programs · 2022

Mission

THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

  • THE PLAN PROVIDES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS. THE BENEFITS INCLUDE PRESCRIPTION DRUG, DENTAL, OPTICAL, LIFE INSURANCE, PREPAID LEGAL, HEARING AIDS, PODIATRY, MEDICAL SUPPLEMENTAL AND MEDICARE TAXES.

As filed on the 2022 return.

Listed in Part VII

  • RAYMOND HILLIARD

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    1

  • ETHEL LANMAN

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    1

  • FRANK KENNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIRIAM GONZALEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STACYLEA GRAY

    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.

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303199349318825

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