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Nonprofiteer
← LOCAL 99 UNITE HEALTH AND WELFARE FUND

Form 990 for tax year 2022

Filed by LOCAL 99 UNITE HEALTH AND WELFARE FUND.

Totals

Total revenue
$22,972,820
Total expenses
$21,934,400
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,040,997
Investment income
-$68,177
Other revenue
$0
Total assets, end of year
$28,226,446
Total liabilities, end of year
$467,713
Net assets or fund balances, end of year
$27,758,733
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 $20,685,955 · related or exempt $20,685,955

  • 2b · Program service revenue: PARTICIPANT COPAYMENTS

    total $2,336,116 · related or exempt $2,336,116

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $18,926 · related or exempt $18,926

  • 3 · Investment income

    total $361,270 · excluded $361,270

  • 7a · Gross sales of assets other than inventory

    securities $13,043,693

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

    securities $13,473,140

  • 7c · Gain or loss

    securities -$429,447

  • 7d · Net gain or loss

    total -$429,447 · excluded -$429,447

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,398,672

  • 11b · Fees: legal

    total $18,000

  • 11c · Fees: accounting

    total $110,329

  • 11f · Fees: investment management

    total $75,266

  • 11g · Fees: other

    total $3,839

  • 13 · Office expenses

    total $1,145

  • 23 · Insurance

    total $21,457

  • 24a · Other expenses: BENEFITS ADMINISTRATORS

    total $1,392,318

  • 24b · Other expenses: CONTRACT ADMINISTRATOR

    total $909,771

  • 24c · Other expenses: BANK CHARGES

    total $1,874

  • 24d · Other expenses: PRINTING

    total $1,729

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $141,240 · end of year $99,094

  • 2 · Savings and temporary cash investments

    beginning of year $2,093,473 · end of year $3,326,279

  • 11 · Investments: publicly traded securities

    beginning of year $25,639,636 · end of year $23,428,956

  • 12 · Investments: other securities

    beginning of year $1,300,000 · end of year $1,300,000

  • 15 · Other assets

    beginning of year $23,688 · end of year $72,117

  • 25 · Other liabilities

    beginning of year $445,435 · end of year $467,713

  • 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 $28,752,602 · end of year $27,758,733

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS WHO ARE EMPLOYED IN COVERED CRAFTS BY EMPLOYERS WHO CONTRIBUTE TO THE FUND

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS

  • HEALTH AND WELFARE BENEFITS PAID TO OR FOR PARTICIPANTS AND BENEFICIARIES, APPROXIMATELY 2,000 PARTICIPANTS WERE INVOLVED.

As filed on the 2022 return.

Listed in Part VII

  • Alberto Arroyo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    10

  • Kevin McCann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    30

  • Maricarmen Molina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Angela Bialorucki

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cecilia Gomez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cleveland Jenkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Martin Canturiano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Debra Rich

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    35

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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202333139349303398

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