Form 990 for tax year 2022
Filed by THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 5 April 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $43,466,907 changed to $43,537,187
- Total expenses
- $98,486,273 changed to $97,211,044
- Investment income
- $11,403,428 changed to $11,278,150
- Other revenue
- -$61,676,523 changed to -$61,480,965
- Total assets, end of year
- $360,129,275 changed to $357,276,655
- Total liabilities, end of year
- $3,835,282 changed to $2,084,000
- Net assets or fund balances, end of year
- $356,293,993 changed to $355,192,655
- Program service expenses (Part III)
- $98,486,273 changed to $97,211,044
Totals
- Total revenue
- $43,466,907
- Total expenses
- $98,486,273
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $93,740,002
- Investment income
- $11,403,428
- Other revenue
- -$61,676,523
- Total assets, end of year
- $360,129,275
- Total liabilities, end of year
- $3,835,282
- Net assets or fund balances, end of year
- $356,293,993
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $98,486,273
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 $86,469,452 · related or exempt $86,469,452
-
2b · Program service revenue: RECIPROCAL CONTRIBUTIONS
total $3,680,303 · related or exempt $3,680,303
-
2c · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $3,590,247 · related or exempt $3,590,247
-
3 · Investment income
total $11,403,428 · related or exempt $11,403,428
-
11a · Other revenue: NET CHANGE IN FAIR VALUE OF INVES
total -$61,676,523 · related or exempt -$61,676,523
-
11e · Other revenue, total
-$61,676,523
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $94,934,255
-
11b · Fees: legal
total $137,657
-
11c · Fees: accounting
total $33,525
-
11f · Fees: investment management
total $563,492
-
24a · Other expenses: ADMINISTRATIVE EXPENSE
total $1,659,649
-
24b · Other expenses: MISCELLANEOUS EXPENSE
total $1,017,673
-
24c · Other expenses: ACTUARIAL SERVICES
total $140,022
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $15,186,529 · end of year $16,185,434
-
2 · Savings and temporary cash investments
beginning of year $52,989,659 · end of year $3,454,548
-
4 · Accounts receivable
beginning of year $12,379,085 · end of year $10,106,674
-
9 · Prepaid expenses and deferred charges
beginning of year $60,169 · end of year $1,600
-
11 · Investments: publicly traded securities
beginning of year $321,570,121 · end of year $329,649,376
-
15 · Other assets
beginning of year $1,103,099 · end of year $731,643
-
17 · Accounts payable and accrued expenses
beginning of year $2,507,681 · end of year $3,835,282
-
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 $400,780,981 · end of year $356,293,993
Mission and programs · 2022
Mission
TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
-
THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
Expenses $98,486,273 · Revenue $43,466,907
As filed on the 2022 return.
Listed in Part VII
-
Richard F FoleyRICHARD F FOLEY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald J MadejaDONALD J MADEJA
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth W UmbelKENNETH W UMBEL
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sean P FoleySEAN P FOLEY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Joel L NiecgorskiJOEL L NIECGORSKI
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Wade J BaumgartnerWADE J BAUMGARTNER
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul A Simpson IIIPAUL A SIMPSON III
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert BuechelROBERT BUECHEL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Frederick EpiscopoFREDERICK EPISCOPO
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert M Cane IIROBERT M CANE II
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason MalatakJASON MALATAK
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John MorrisJOHN MORRIS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert F LeaheyROBERT F LEAHEY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael PenrodMICHAEL PENROD
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
William SprouleWILLIAM SPROULE
CHAIRMAN - LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David D DaquelenteDAVID D DAQUELENTE
CO-CHAIRMAN - MANAGEMENT T
- Total calculated
- $0
- Hours/week
- 0.5
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.
-
INFORMATION IS MAINTAINED BY THE TRUST ADMINISTRATOR
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.
-
INFORMATION IS MAINTAINED BY THE TRUST ADMINISTRATOR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349315933
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