Form 990 for tax year 2023
Filed by MISCELLANEOUS DRIVERS AND HELPERS.
Totals
- Total revenue
- $88,150,007
- Total expenses
- $80,112,858
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $85,478,120
- Investment income
- $2,641,435
- Other revenue
- $30,452
- Total assets, end of year
- $104,555,757
- Total liabilities, end of year
- $173,873
- Net assets or fund balances, end of year
- $104,381,884
- 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 $78,409,016 · related or exempt $78,409,016
-
2b · Program service revenue: PRESCRIPTION REBATES
total $4,908,727 · related or exempt $4,908,727
-
2c · Program service revenue: RETIREE CONTRIBUTIONS
total $1,757,264 · related or exempt $1,757,264
-
2d · Program service revenue: SUBROGATIONS
total $288,542 · related or exempt $288,542
-
2e · Program service revenue: COBRA CONTRIBUTIONS
total $114,571 · related or exempt $114,571
-
3 · Investment income
total $2,273,864 · excluded $2,273,864
-
7a · Gross sales of assets other than inventory
securities $14,507,321
-
7b · Less cost or other basis and sales expenses
securities $14,139,750
-
7c · Gain or loss
securities $367,571
-
7d · Net gain or loss
total $367,571 · excluded $367,571
-
11a · Other revenue: LITIGATION SETTLEMENT
total $30,452 · excluded $30,452
-
11e · Other revenue, total
$30,452
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $76,947,131
-
5 · Compensation of officers, directors and key employees
total $19,500
-
11a · Fees: management
total $380,000
-
11b · Fees: legal
total $132,124
-
11c · Fees: accounting
total $26,000
-
11f · Fees: investment management
total $419,142
-
11g · Fees: other
total $2,070,677
-
13 · Office expenses
total $4,517
-
19 · Conferences, conventions and meetings
total $37,400
-
23 · Insurance
total $51,623
-
24a · Other expenses: FEES MANDATED BY ACA
total $24,744
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,385,882 · end of year $7,365,880
-
2 · Savings and temporary cash investments
beginning of year $1,815,482 · end of year $1,842,163
-
4 · Accounts receivable
beginning of year $10,575,027 · end of year $10,443,423
-
11 · Investments: publicly traded securities
beginning of year $67,230,272 · end of year $84,904,291
-
17 · Accounts payable and accrued expenses
beginning of year $104,828 · end of year $173,873
-
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 $89,901,835 · end of year $104,381,884
Mission and programs · 2023
Mission
TO PROVIDE HEALTH BENEFITS
-
THE PLAN PROVIDES HEALTH, VISION, DENTAL, DISABILITY, PRESCRIPTION DRUG AND GROUP LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
As filed on the 2023 return.
Listed in Part VII
-
Martin LawrenceMARTIN LAWRENCE
CHAIRMAN
- Total calculated
- $211,945
- From this org
- $0
- From related orgs
- $157,877
- Other
- $54,068
- Hours/week
- 2 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $143,594 related
- Bonus
- $0
- Other
- $0 + $14,283 related
- Deferred
- $0 + $27,049 related
- Nontaxable benefits
- $0 + $27,019 related
- Filer's total
- $0 + $211,945 related
-
Scott LecySCOTT LECY
TRUSTEE
- Total calculated
- $208,923
- From this org
- $0
- From related orgs
- $154,480
- Other
- $54,443
- Hours/week
- 2 + 56 related
Schedule J breakdown matched by us
- Base
- $0 + $140,134 related
- Bonus
- $0
- Other
- $0 + $14,346 related
- Deferred
- $0 + $26,845 related
- Nontaxable benefits
- $0 + $27,598 related
- Filer's total
- $0 + $208,923 related
-
Steve SeviolaSTEVE SEVIOLA
TRUSTEE
- Total calculated
- $209,470
- From this org
- $0
- From related orgs
- $154,996
- Other
- $54,474
- Hours/week
- 2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $140,134 related
- Bonus
- $0
- Other
- $0 + $14,862 related
- Deferred
- $0 + $26,876 related
- Nontaxable benefits
- $0 + $27,598 related
- Filer's total
- $0 + $209,470 related
-
Steve HawleySTEVE HAWLEY
SECRETARY
- Total calculated
- $12,000
- From this org
- $12,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Lowell BialickLOWELL BIALICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Al GudimAL GUDIM
TRUSTEE
- Total calculated
- $7,500
- From this org
- $7,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
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.
-
MISCELLANEOUS DRIVERS HELPERS AND WAREHOUSEMEN UNION LOCAL NO 638
CONTRIBUTING EMPLOYER
-
ST CLOUD METROPOLITAN TRANSIT COMMISSION
CONTRIBUTING EMPLOYER
-
TEAMSTERS LOCAL 320
CONTRIBUTING EMPLOYER
-
TEAMSTERS JOINT COUNCIL 32
CONTRIBUTING EMPLOYER
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.
-
AMERICAN FISH & SEAFOOD
CONTRIBUTING EMPLOYER
-
ARCHITECTURAL SALES
CONTRIBUTING EMPLOYER
-
BACHMANS
CONTRIBUTING EMPLOYER
-
HEINRICH ENVELOPE CORPORATION
CONTRIBUTING EMPLOYER
-
INNO-FLEX CORPORATION
CONTRIBUTING EMPLOYER
-
KRONICK INDUSTRIES INC
CONTRIBUTING EMPLOYER
-
NATIONAL PURITY LLC
CONTRIBUTING EMPLOYER
-
OLSEN FISH COMPANY
CONTRIBUTING EMPLOYER
-
TARGET CENTER ARENA MANAGEMENT LLC
CONTRIBUTING EMPLOYER
-
UNITED PARCEL SERVICE
CONTRIBUTING EMPLOYER
-
STAR TRIBUNE - FLEET
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422119349301312
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