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← UA LOCAL 190 HEALTH AND WELFARE PLAN AND TR

Form 990 for tax year 2024

Filed by UA LOCAL 190 HEALTH AND WELFARE PLAN AND TR.

Totals

Total revenue
$23,279,547
Total expenses
$22,354,064
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,649,007
Investment income
$1,630,540
Other revenue
$0
Total assets, end of year
$35,997,002
Total liabilities, end of year
$1,988,959
Net assets or fund balances, end of year
$34,008,043
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 $20,369,789 · related or exempt $20,369,789

  • 2b · Program service revenue: Participant Contributions

    total $1,279,218 · related or exempt $1,279,218

  • 3 · Investment income

    total $1,095,164 · excluded $1,095,164

  • 7a · Gross sales of assets other than inventory

    securities $1,250,000

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

    securities $714,624

  • 7c · Gain or loss

    securities $535,376

  • 7d · Net gain or loss

    total $535,376 · excluded $535,376

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $21,043,080

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $287,638

  • 11b · Fees: legal

    total $77,221

  • 11c · Fees: accounting

    total $40,350

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $13,124

  • 11g · Fees: other

    total $31,161

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $21,277

  • 14 · Information technology

    total $1,350

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,278

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $6,126

  • 24a · Other expenses: Blue Cross Blue Shield administrative fees

    total $761,140

  • 24b · Other expenses: Delta Dental administrative fees

    total $54,706

  • 24e · All other expenses

    total $14,613

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,793,229 · end of year $1,243,930

  • 2 · Savings and temporary cash investments

    beginning of year $477,206 · end of year $181,708

  • 4 · Accounts receivable

    beginning of year $2,268,303 · end of year $2,826,612

  • 9 · Prepaid expenses and deferred charges

    beginning of year $241,912 · end of year $302,502

  • 11 · Investments: publicly traded securities

    beginning of year $29,111,822 · end of year $31,442,246

  • 15 · Other assets

    beginning of year $10,973 · end of year $4

  • 17 · Accounts payable and accrued expenses

    beginning of year $185,497 · end of year $602,502

  • 25 · Other liabilities

    beginning of year $1,383,730 · end of year $1,386,457

  • 31 · Retained earnings, endowment or other funds

    beginning of year $32,334,218 · end of year $34,008,043

Mission and programs · 2024

Mission

Payment of health care claims and insurance premiums on behalf of union members and their dependents

  • All revenues and expenses are related to paying health and welfare claims and premiums of union members and their dependents

As filed on the 2024 return.

Listed in Part VII

  • David Forbes

    Chairman

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Jeremy Finn

    Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Douglas Mayher Jr

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Nancy Cummins

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Walter Cosens

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Randall Whitaker

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Cynthia Maher

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Patrick Duffy

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Joseph Romine

    Alternate Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Jessica Arndt

    Alternate Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 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.

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
2024
Filed
16 March 2026
IRS schema version
2024v5.2
Source object
202610759349300126

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