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Nonprofiteer
← ALASKA TEAMSTER-EMPLOYER WELFARE TRUST

Form 990 for tax year 2023

Filed by ALASKA TEAMSTER-EMPLOYER WELFARE TRUST.

Totals

Total revenue
$44,116,713
Total expenses
$39,481,153
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$44,996,685
Investment income
-$899,134
Other revenue
$19,162
Total assets, end of year
$39,603,918
Total liabilities, end of year
$14,819,473
Net assets or fund balances, end of year
$24,784,445
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 $42,274,461 · related or exempt $42,274,461

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $2,722,224 · related or exempt $2,722,224

  • 3 · Investment income

    total $923,247 · unrelated business $923,247

  • 7a · Gross sales of assets other than inventory

    securities $48,737,399

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

    securities $50,559,780

  • 7c · Gain or loss

    securities -$1,822,381

  • 7d · Net gain or loss

    total -$1,822,381 · unrelated business -$1,822,381

  • 11a · Other revenue: MISCELLANEOUS

    total $19,162 · related or exempt $19,162

  • 11e · Other revenue, total

    $19,162

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $36,468,607

  • 11a · Fees: management

    total $2,419,140

  • 11b · Fees: legal

    total $40,753

  • 11c · Fees: accounting

    total $150,670

  • 11f · Fees: investment management

    total $41,810

  • 11g · Fees: other

    total $216,285

  • 13 · Office expenses

    total $81,148

  • 19 · Conferences, conventions and meetings

    total $28,018

  • 23 · Insurance

    total $24,740

  • 24a · Other expenses: PATIENT CARE OUTCOME RE

    total $7,641

  • 24b · Other expenses: MISCELLANEOUS

    total $2,341

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,049,445 · end of year $5,543,673

  • 2 · Savings and temporary cash investments

    beginning of year $646,383 · end of year $46,661

  • 4 · Accounts receivable

    beginning of year $3,350,784 · end of year $3,530,598

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,297 · end of year $14,431

  • 11 · Investments: publicly traded securities

    beginning of year $20,810,209 · end of year $22,759,265

  • 12 · Investments: other securities

    end of year $5,837,664

  • 15 · Other assets

    beginning of year $2,687,048 · end of year $1,871,626

  • 17 · Accounts payable and accrued expenses

    beginning of year $139,750 · end of year $370,847

  • 25 · Other liabilities

    beginning of year $11,842,343 · end of year $14,448,626

  • 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 $17,578,073 · end of year $24,784,445

Mission and programs · 2023

Mission

NONE

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,731 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,600 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THEIR EMPLOYERS.

As filed on the 2023 return.

Listed in Part VII

  • Gary Dixon

    CHAIRMAN

    Total calculated
    $212,145
    From this org
    $0
    From related orgs
    $204,263
    Other
    $7,882
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $204,263 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,882 related
    Filer's total
    $0 + $212,145 related

  • Vic Angoco

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Jace Digel

    TRUSTEE

    Total calculated
    $140,787
    From this org
    $0
    From related orgs
    $135,922
    Other
    $4,865
    Hours/week
    5

  • Derek Musto

    TRUSTEE

    Total calculated
    $135,067
    From this org
    $0
    From related orgs
    $125,173
    Other
    $9,894
    Hours/week
    5

  • Eileen Whitmer

    TRUSTEE

    Total calculated
    $133,520
    From this org
    $0
    From related orgs
    $128,154
    Other
    $5,366
    Hours/week
    5

  • Scott Depaepe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Todd Henderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Frank Monfrey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    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. 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.

  • ALASKA TEAMSTER EMPLOYER PENSION TRUST

    401(A) TRUST · TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS. · AK

  • ANCHORAGE SCHOOL DISTRICT

    GOVERNMENT · AK

  • CITY OF FAIRBANKS

    GOVERNMENT · AK

  • TEAMSTERS LOCAL 959

    TAX EXEMPT · AK

  • ACHORAGE INDEPENDENT LONGSHORE UNION

    TAX EXEMPT · AK

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.

  • ACTIVE LONGSHORE H&W

    C · AK

  • AGGPRO

    C · AK

  • AHTNA CONSTRUCTION

    C · AK

  • AK TEAMSTER EMPLOYER SVS

    C · AK

  • AK TEAMSTERS SERV TRAININ

    C · AK

  • ANCHORAGE SAND & GRAVEL

    C · AK

  • ARCTEC ALASKA

    C · AK

  • ARCTIC SURVEYS CO

    C · AK

  • ASRC ES-HOUSTON CONTRACTG

    C · AK

  • ASRC FEDERAL FIELD SERVICES LLC

    C · MD

  • AT&T ALASKA

    C · AK

  • BIG DREAM TRANSPORT LTD

    C · AK

  • BRECHAN CONSTRUCTION LLC

    C · AK

  • BRICE INC

    C · AK

  • BROWN'S HILL QUARRY

    C · AK

  • BUSH CONST SURVEYS INC

    C · AK

  • C2G LTD CO

    C · SC

  • CHOCTAW DEFENSE SERVICES

    C · OK

  • COLASKA DBA SECONAGGPRO

    C · AK

  • EMULSION PRODUCTS COMPANY

    C · AK

  • EXCLUSIVE PAVING

    C · AK

  • GRANITE CONST DBA WILDER

    C · CA

  • GREAT NORTHWEST

    C · AK

  • H C REDI MIX INC

    C · AK

  • HC CONTRACTORS INS

    C · AK

  • HARRIS SAND & GRAVEL

    C · AK

  • INDYNE INC

    C · FL

  • KIEWIT INFRASTRUCTURE WES

    C · NE

  • MATSON NAVIGATION COMPANY

    C · AK

  • NANUQ INCORPORATED

    C · AK

  • PACIFIC & ARCTIC RAILWAY

    C · AK

  • QAP

    C · AK

  • SEA STAR STEVEDORE INC

    C · AK

  • SOURDOUGH FUEL SERVICES I

    C · AK

  • SOUTHEAST STEVEDORING

    C · AK

  • TCC JOINT VENTURE

    C · AK

  • TOTE MARITIME ALASKA INC

    C · AK

  • UNITED FREIGHT & TRANSPOR

    C · AK

  • UNITED PARCEL SERVICE INC

    C · OH

  • UNIVERSITY REDI MIX

    C · AK

  • USIBELLI COAL MINE INC

    C · AK

  • VERTEX INSULATION INC

    C · AK

  • WEAVER BROS INC

    C · AK

  • WOLF CREEK FEDERAL SERVIC

    C · AK

  • NETCENTRIC TECHNOLOGY LLC

    C · DC

  • RNDC SHARED SERVICES LLC

    C · CA

  • ALASKA JUNEAU CONST CO

    C · AK

  • BIG DREAM ENTERPRISES LLC

    C · AK

  • CHENEGA BASE AND LOGISTICS LLC

    C · TX

  • CRJ MANAGEMENT SERVICES INC

    C · FL

  • DOYON ASSOCIATED LLC

    C · AK

  • PREMIER CONSTRUCTION SURVEYS LLC

    C · AK

  • PRICE GREGORY INT'L

    C · AK

  • SOUTHEAST TRUCKING LLC

    C · AK

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2025
IRS schema version
2023v6.0
Source object
202501209349302950

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