Form 990 for tax year 2024
Filed by SMART - TD HEALTH AND WELFARE PLAN.
Totals
- Total revenue
- $644,079,592
- Total expenses
- $664,226,412
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $632,617,271
- Investment income
- $11,422,707
- Other revenue
- $39,614
- Total assets, end of year
- $320,961,486
- Total liabilities, end of year
- $1,475,583
- Net assets or fund balances, end of year
- $319,485,903
- 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: RR CONTRIBUTIONS
total $509,818,356 · related or exempt $509,818,356
-
2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS
total $122,411,957 · related or exempt $122,411,957
-
2c · Program service revenue: COBRA CONTRIBUTIONS
total $371,894 · related or exempt $371,894
-
2d · Program service revenue: RETIREE DRUG SUBS PROGRAM
total $15,064 · related or exempt $15,064
-
3 · Investment income
total $11,422,707 · excluded $11,422,707
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER
total $39,614 · related or exempt $39,614
-
11e · Other revenue, total
$39,614
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 $627,382,219
-
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 $0
-
11b · Fees: legal
total $20,380
-
11c · Fees: accounting
total $634,742
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $335,007
-
11g · Fees: other
total $204,079
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
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 $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: ADMINISTRATION
total $35,239,832
-
24b · Other expenses: PCORI FEES
total $231,221
-
24c · Other expenses: OTHER EXPENSE
total $178,932
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,500,000 · end of year $999,999
-
2 · Savings and temporary cash investments
beginning of year $225,816,853 · end of year $226,860,530
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $98,612,241 · end of year $75,848,891
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $15,282,791 · end of year $17,252,066
-
17 · Accounts payable and accrued expenses
beginning of year $1,546,884 · end of year $1,457,335
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $32,278 · end of year $18,248
-
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 $339,632,723 · end of year $319,485,903
Mission and programs · 2024
Mission
TO PROVIDE EMPLOYEE WELFARE BENEFITS TO ELIGIBLE RAILROAD EMPLOYEES PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.
-
Provides health and related benefits to eligible participants and their beneficiaries.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brendan Branon
Chair 1/1 TO 10/31/2024
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey RodgersJEFFREY RODGERS
CHAIR 11/1/ TO 12/31/2024
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy Ferguson
Chair - H&W Committee
- Total calculated
- $0
- Hours/week
- 2
-
Jeff Brandow
Comm Mbr - H&W Committee
- Total calculated
- $0
- Hours/week
- 1
-
Wai Wong
Comm Mbr - NCCC
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Maquiling Parkerson
Comm Mbr-NCCC
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Jeff Wall
Comm MBr - NCCC
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Thomas Sullivan
Comm MBr - NCCC
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Sam Macedonio
Comm MBr - NCCC
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Matt Dolin
Comm Mbr - H&W committee
- Total calculated
- $0
- Hours/week
- 1
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.
-
GOVERNING COMMITTEE
501(C)9 · PLAN SPONSOR · VA
Directly controlled by NA
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.
-
ALTON & SOUTHERN RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
THE BELT RAILWAY CO OF CHICAGO
CONTR EMPLOYER
Directly controlled by NA
-
PORTLAND TERMINAL RAILROAD COMPANY
CONTR EMPLOYER
Directly controlled by NA
-
CANTON RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
NEW ORLEANS PUBLIC BELT RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
PROVIDENCE & WORCHESTER RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
THE COLORADO & WYOMING RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
DELAWARE & HUDSON RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
TERMINAL RAILROAD ALABAMA STATE DOCKS
CONTR EMPLOYER
Directly controlled by NA
-
INDIANA HARBOR BELT
CONTR EMPLOYER
Directly controlled by NA
-
ILLINOIS CENTRAL RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
KANSAS CITY SOUTHERN RAILWAY CO
CONTR EMPLOYER
Directly controlled by NA
-
SOO LINE RAILROAD COMPANY
CONTR EMPLOYER
Directly controlled by NA
-
PORT TERMINAL RAILROAD ASSOC
CONTR EMPLOYER
Directly controlled by NA
-
TEXAS CITY TERMINAL RAILWAY
CONTR EMPLOYER
Directly controlled by NA
-
MISSISSIPPI EXPORT RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
IOWA INTERSTATE RAILROAD LTD
CONTR EMPLOYER
Directly controlled by NA
-
CSX TRANSPORTATION
CONTR EMPLOYER
Directly controlled by NA
-
TERMINAL RAILROAD ASSOC OF ST LOUIS
CONTR EMPLOYER
Directly controlled by NA
-
SPRINGFIELD TERMINAL RAILWAY CO
CONTR EMPLOYER
Directly controlled by NA
-
PACIFIC & ARCTIC RAILWAY & NAVIGATION CO
CONTR EMPLOYER
Directly controlled by NA
-
BURLINGTON NORTHERN INC
CONTR EMPLOYER
Directly controlled by NA
-
UNION PACIFIC RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
CHICAGO SOUTH SHORE&SOUTH BEND RAILROAD
CONTR EMPLOYER
Directly controlled by NA
-
WICHITA TERMINAL ASSOCIATION
CONTR EMPLOYER
Directly controlled by NA
-
ALBANY PORT RAILROAD CORPORATION
CONTR EMPLOYER
Directly controlled by NA
-
NORTHEAST ILLINOIS CORPORATION
CONTR EMPLOYER
Directly controlled by NA
-
NORFOLK SOUTHERN CORPORATION
CONTR EMPLOYER
Directly controlled by NA
-
NORTH INDIANA COMMUTER TRANS DISTRICT
CONTR EMPLOYER
Directly controlled by NA
-
FORE RIVER TRANSPORTATION CORP
CONTR EMPLOYER
Directly controlled by NA
-
CHICAGO RAIL LINK
CONTR EMPLOYER
Directly controlled by NA
-
CENTRAL CALIFORNIA TRACTION CO
CONTR EMPLOYER
Directly controlled by NA
-
LOUISIANA & NORTHWEST RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
LONGVIEW SWITCHING COMPANY
CONTR EMPLOYER
Directly controlled by NA
-
ESCANABA & LAKE SUPERIOR RAILROAD CO
CONTR EMPLOYER
Directly controlled by NA
-
LOS ANGELES JUNCTION
CONTR EMPLOYER
Directly controlled by NA
-
TRANSIT AMERICA SERVICES
CONTR EMPLOYER
Directly controlled by NA
-
SOUTH CAROLINA PUBLIC RAILWAY
CONTR EMPLOYER
Directly controlled by NA
-
HERZOG TRANSIT SERVICES INC
CONTR EMPLOYER
Directly controlled by NA
-
PITTSBURG & SHAWMUT
CONTR EMPLOYER
Directly controlled by NA
-
CONRAIL CORPORATION
CONTR EMPLOYER
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533239349301418
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