Form 990 for tax year 2023
Filed by EASTERN ATLANTIC STATES CARPENTERS HEALTH FUND.
Totals
- Total revenue
- $327,943,739
- Total expenses
- $293,431,839
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $302,390,728
- Investment income
- $25,526,495
- Other revenue
- $26,516
- Total assets, end of year
- $978,028,106
- Total liabilities, end of year
- $25,180,407
- Net assets or fund balances, end of year
- $952,847,699
- 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 $283,084,195 · related or exempt $283,084,195
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $19,306,533 · related or exempt $19,306,533
-
3 · Investment income
total $23,358,772 · unrelated business $1,467 · excluded $23,357,305
-
7a · Gross sales of assets other than inventory
securities $1,242,738,333
-
7b · Less cost or other basis and sales expenses
securities $1,240,570,610
-
7c · Gain or loss
securities $2,167,723
-
7d · Net gain or loss
total $2,167,723 · excluded $2,167,723
-
11a · Other revenue: OTHER
total $26,516 · related or exempt $26,516
-
11e · Other revenue, total
$26,516
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $285,870,705
-
11b · Fees: legal
total $222,745
-
11c · Fees: accounting
total $103,750
-
11f · Fees: investment management
total $1,566,949
-
11g · Fees: other
total $104,500
-
13 · Office expenses
total $137,327
-
24a · Other expenses: REIMB TO RELATED ORG
total $5,425,863
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $142 · end of year $142
-
2 · Savings and temporary cash investments
beginning of year $40,322,862 · end of year $35,882,475
-
4 · Accounts receivable
beginning of year $38,300,295 · end of year $42,759,974
-
9 · Prepaid expenses and deferred charges
beginning of year $2,193,768
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $1,274,404
-
11 · Investments: publicly traded securities
beginning of year $573,436,260 · end of year $576,863,293
-
12 · Investments: other securities
beginning of year $270,521,846 · end of year $317,954,291
-
15 · Other assets
beginning of year $6,309,862 · end of year $4,567,931
-
17 · Accounts payable and accrued expenses
beginning of year $1,664,577 · end of year $861,001
-
25 · Other liabilities
beginning of year $39,385,154 · end of year $24,319,406
-
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 $891,309,708 · end of year $952,847,699
Mission and programs · 2023
Mission
THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
-
THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
As filed on the 2023 return.
Listed in Part VII
-
William SprouleWILLIAM SPROULE
CO-CHAIRMAN/LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bruce GarganioBRUCE GARGANIO
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Anthony AbrantesANTHONY ABRANTES
VICE CO-CHAIRMAN/LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Bulakowski - Eff 123ANDREW BULAKOWSKI - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James Hocker - Eff 123JAMES HOCKER - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jamie V SeritellaJAMIE V SERITELLA
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joe Lockley - Eff 123JOE LOCKLEY - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John DelsordiJOHN DELSORDI
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John Robinson - Eff 123JOHN ROBINSON - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael Morrow - Eff 123MICHAEL MORROW - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Olaf Olsoen - Eff 123OLAF OLSOEN - EFF 123
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ray BruguerasRAY BRUGUERAS
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert TarbyROBERT TARBY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas IvesonTHOMAS IVESON
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jack KocsisJACK KOCSIS
CO-CHAIRMAN/EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Philip Radomski - Eff 123PHILIP RADOMSKI - EFF 123
VICE CO-CHAIRMAN/EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adam SchmitADAM SCHMIT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin Connors - Eff 123BENJAMIN CONNORS - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eric JensenERIC JENSEN
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Glenn GarlattiGLENN GARLATTI
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joe Clearkin - Eff 123JOE CLEARKIN - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Donofrio - Eff 123JOSEPH DONOFRIO - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark HallMARK HALL
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert PolisanoROBERT POLISANO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank Lutter - Eff 123FRANK LUTTER - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James Davis - Eff 123JAMES DAVIS - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sean Healy - Eff 123SEAN HEALY - EFF 123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jack Healy-Eff 123-Thru 1123JACK HEALY-EFF 123-THRU 1123
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter ToniaPETER TONIA
EXECTUTIVE FUNDS DIRECTOR
- Total calculated
- $761,481
- From this org
- $0
- From related orgs
- $310,786
- Other
- $450,695
- Hours/week
- 17 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $310,786 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $374,513 related
- Nontaxable benefits
- $0 + $76,182 related
- Filer's total
- $0 + $761,481 related
-
Joseph ObuchowiczJOSEPH OBUCHOWICZ
EMPLOYEE
- Total calculated
- $546,403
- From this org
- $0
- From related orgs
- $231,187
- Other
- $315,216
- Hours/week
- 17 + 23 related
Schedule J breakdown matched by us
- Base
- $0 + $231,187 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $258,542 related
- Nontaxable benefits
- $0 + $56,674 related
- Filer's total
- $0 + $546,403 related
-
Ian RueggIAN RUEGG
EMPLOYEE
- Total calculated
- $348,208
- From this org
- $0
- From related orgs
- $224,402
- Other
- $123,806
- Hours/week
- 18 + 22 related
Schedule J breakdown matched by us
- Base
- $0 + $224,402 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $69,505 related
- Nontaxable benefits
- $0 + $54,301 related
- Filer's total
- $0 + $348,208 related
-
Ryan SicaRYAN SICA
EMPLOYEE
- Total calculated
- $350,596
- From this org
- $0
- From related orgs
- $174,875
- Other
- $175,721
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $174,875 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $132,861 related
- Nontaxable benefits
- $0 + $42,860 related
- Filer's total
- $0 + $350,596 related
-
Michael WagnerMICHAEL WAGNER
EMPLOYEE
- Total calculated
- $266,415
- From this org
- $0
- From related orgs
- $135,000
- Other
- $131,415
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $0 + $135,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $98,338 related
- Nontaxable benefits
- $0 + $33,077 related
- Filer's total
- $0 + $266,415 related
-
Jaret GrannJARET GRANN
EMPLOYEE
- Total calculated
- $282,028
- From this org
- $0
- From related orgs
- $133,456
- Other
- $148,572
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $133,456 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $115,865 related
- Nontaxable benefits
- $0 + $32,707 related
- Filer's total
- $0 + $282,028 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. 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.
-
EASTERN ATLANTIC STATE CARPENTERS PENSION FUND
501(A) · BENEFIT FUND · PA
-
EASTERN ATLANTIC STATE CARPENTERS ANNUITY FUND
501(A) · BENEFIT FUND · NJ
-
EASTERN ATLANTIC STATES CARPENTERS TECHNICAL CENTERS
501(C)3 · BENEFIT FUND · PA
-
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEE SCHEDULE R SUPPLEMENTAL INFORMATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442859349300714
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