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Nonprofiteer
← INTERNATIONAL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FD

Form 990 for tax year 2023

Filed by INTERNATIONAL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FD.

Totals

Total revenue
$41,238,163
Total expenses
$39,341,983
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$40,137,280
Investment income
$1,050,038
Other revenue
$50,845
Total assets, end of year
$106,968,722
Total liabilities, end of year
$9,933,482
Net assets or fund balances, end of year
$97,035,240
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 $39,488,944 · related or exempt $39,488,944

  • 2b · Program service revenue: RETIREE CONTRIBUTIONS

    total $596,569 · related or exempt $596,569

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $51,767 · related or exempt $51,767

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

    total $1,353,228 · excluded $1,353,228

  • 7a · Gross sales of assets other than inventory

    securities $35,557,009

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

    securities $35,860,199

  • 7c · Gain or loss

    securities -$303,190

  • 7d · Net gain or loss

    total -$303,190 · excluded -$303,190

  • 11a · Other revenue: MISCELLANEOUS

    total $50,845 · related or exempt $50,845

  • 11e · Other revenue, total

    $50,845

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $36,934,282

  • 5 · Compensation of officers, directors and key employees

    total $81,994

  • 7 · Other salaries and wages

    total $548,949

  • 8 · Pension plan contributions

    total $259,879

  • 9 · Other employee benefits

    total $394,805

  • 10 · Payroll taxes

    total $48,301

  • 11b · Fees: legal

    total $60,500

  • 11c · Fees: accounting

    total $70,021

  • 11f · Fees: investment management

    total $296,797

  • 11g · Fees: other

    total $144,866

  • 13 · Office expenses

    total $83,029

  • 14 · Information technology

    total $128,987

  • 16 · Occupancy

    total $149,544

  • 19 · Conferences, conventions and meetings

    total $38,687

  • 22 · Depreciation, depletion and amortization

    total $6,267

  • 23 · Insurance

    total $68,336

  • 24a · Other expenses: PCORI FEE

    total $14,488

  • 24b · Other expenses: MISCELLANEOUS

    total $11,801

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $450

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,981,584 · end of year $7,211,079

  • 4 · Accounts receivable

    beginning of year $4,223,630 · end of year $3,474,730

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,147 · end of year $134,057

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

    $535,502

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

    $526,747

  • 10c · Land, buildings and equipment, net

    beginning of year $15,885 · end of year $8,755

  • 11 · Investments: publicly traded securities

    beginning of year $58,010,242 · end of year $69,734,598

  • 12 · Investments: other securities

    beginning of year $23,244,944 · end of year $25,218,281

  • 15 · Other assets

    beginning of year $1,063,799 · end of year $1,187,222

  • 17 · Accounts payable and accrued expenses

    beginning of year $158,408 · end of year $90,114

  • 25 · Other liabilities

    beginning of year $11,511,487 · end of year $9,843,368

  • 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 $90,005,336 · end of year $97,035,240

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Juan Campos

    TRUSTEE

    Total calculated
    $264,967
    From this org
    $0
    From related orgs
    $163,281
    Other
    $101,686
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,281 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $77,302 related
    Nontaxable benefits
    $0 + $24,384 related
    Filer's total
    $0 + $264,967 related

  • Dan Thomas

    SECRETARY - TREASURER

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • Joseph Bakes

    CHAIRMAN

    Total calculated
    $288,179
    From this org
    $0
    From related orgs
    $188,446
    Other
    $99,733
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,216 related
    Bonus
    $0 + $1,230 related
    Other
    $0
    Deferred
    $0 + $75,317 related
    Nontaxable benefits
    $0 + $24,416 related
    Filer's total
    $0 + $288,179 related

  • Gregory R Foster

    TRUSTEE

    Total calculated
    $295,589
    From this org
    $0
    From related orgs
    $195,888
    Other
    $99,701
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,285 related
    Bonus
    $0 + $2,603 related
    Other
    $0
    Deferred
    $0 + $75,317 related
    Nontaxable benefits
    $0 + $24,384 related
    Filer's total
    $0 + $295,589 related

  • Kenneth Emauelson

    TRUSTEE

    Total calculated
    $305,618
    From this org
    $0
    From related orgs
    $205,855
    Other
    $99,763
    Hours/week
    0.21 + 40.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,571 related
    Bonus
    $0 + $7,284 related
    Other
    $0
    Deferred
    $0 + $75,317 related
    Nontaxable benefits
    $0 + $24,446 related
    Filer's total
    $0 + $305,618 related

  • William W Gianaras

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.21 + 0.56 related

  • Teddy Pocius

    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

  • Jack Witt

    ADMINISTRATOR

    Total calculated
    $255,114
    From this org
    $0
    From related orgs
    $193,376
    Other
    $61,738
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,376 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,216 related
    Nontaxable benefits
    $0 + $30,522 related
    Filer's total
    $0 + $255,114 related

  • Amy Wojciechowski

    ASSISTANT ADMINISTRATOR

    Total calculated
    $189,982
    From this org
    $128,966
    From related orgs
    $0
    Other
    $61,016
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $128,966
    Bonus
    $0
    Other
    $0
    Deferred
    $31,012
    Nontaxable benefits
    $30,004
    Filer's total
    $189,982

  • Shari Hembree

    CLAIMS DEPARTMENT MANAGER

    Total calculated
    $165,874
    From this org
    $104,858
    From related orgs
    $0
    Other
    $61,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,858
    Bonus
    $0
    Other
    $0
    Deferred
    $31,012
    Nontaxable benefits
    $30,004
    Filer's total
    $165,874

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.

  • ADVANTAGE MOVING AND STORAGE

  • ANDERSON BROS STRG & MVG

  • CHICAGO MAILING TUBE CO

  • CHICAGO MESSENGER SERV INC

  • CPC LOGISTICS INC

  • EQUIPMENT DEPOT OF ILLINOIS

  • FRANKLIN CARTAGE CO INC

  • GENE GOODWILLIE INC

  • GREAT LAKES EXPRESS

  • JOHNSON PIPE & SUPPLY CO INC

  • LA GROU MOTOR SERVICE INC

  • LOCAL 705 H&W STAFF

  • LOCAL 705 PENSION ST

  • MOHR OIL CO

  • OLD CASTLE GLASS

  • R&J CARTAGE INC

  • STANDARD CARTAGE COMPANY INC

  • TOWN OF CICERO

  • WEST SIDE REALTY

  • WEST SIDE REALTY ADM

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202443179349303524

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