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← TEAMSTERS LOCAL 830 WELFARE FUND

Form 990 for tax year 2022

Filed by TEAMSTERS LOCAL 830 WELFARE FUND.

Totals

Total revenue
$35,360,417
Total expenses
$34,757,073
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$34,009,201
Investment income
$1,351,216
Other revenue
$0
Total assets, end of year
$44,242,697
Total liabilities, end of year
$524,605
Net assets or fund balances, end of year
$43,718,092
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 $33,373,949 · related or exempt $33,373,949

  • 2b · Program service revenue: RETIREE CONTRIBUTIONS

    total $451,621 · related or exempt $451,621

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $183,631 · related or exempt $183,631

  • 3 · Investment income

    total $1,524,857 · excluded $1,524,857

  • 7a · Gross sales of assets other than inventory

    securities $32,094,448

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

    securities $32,268,089

  • 7c · Gain or loss

    securities -$173,641

  • 7d · Net gain or loss

    total -$173,641 · excluded -$173,641

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $33,643,277

  • 5 · Compensation of officers, directors and key employees

    total $136,149

  • 7 · Other salaries and wages

    total $327,279

  • 8 · Pension plan contributions

    total $51,515

  • 9 · Other employee benefits

    total $93,537

  • 10 · Payroll taxes

    total $32,206

  • 11b · Fees: legal

    total $40,185

  • 11c · Fees: accounting

    total $54,490

  • 11f · Fees: investment management

    total $128,929

  • 11g · Fees: other

    total $62,608

  • 13 · Office expenses

    total $35,206

  • 14 · Information technology

    total $70,322

  • 16 · Occupancy

    total $44,469

  • 19 · Conferences, conventions and meetings

    total $11,096

  • 21 · Payments to affiliates

    total $250

  • 23 · Insurance

    total $25,555

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,445,359 · end of year $8,327,882

  • 4 · Accounts receivable

    beginning of year $1,679,894 · end of year $720,426

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,522 · end of year $12,522

  • 11 · Investments: publicly traded securities

    beginning of year $26,841,206 · end of year $26,255,936

  • 12 · Investments: other securities

    beginning of year $5,445,884 · end of year $7,492,452

  • 15 · Other assets

    beginning of year $1,304,464 · end of year $1,433,479

  • 17 · Accounts payable and accrued expenses

    beginning of year $83,890 · end of year $84,337

  • 19 · Deferred revenue

    beginning of year $96,670 · end of year $52,863

  • 25 · Other liabilities

    beginning of year $493,553 · end of year $387,405

  • 27 · Net assets without donor restrictions

    beginning of year $43,055,216 · end of year $43,718,092

Mission and programs · 2022

Mission

MAJOR MEDICAL, MEDICAL DOCTORS VISITS,HOSPITALIZATION,PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS.

  • MAJOR MEDICAL, MEDICAL DOCTORS VISITS,HOSPITALIZATION,PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS.

As filed on the 2022 return.

Listed in Part VII

  • Dominic Origlio

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Matthew Funchion

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Nicholas Funchion

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Daniel Grace

    UNION TRUSTEE

    Total calculated
    $211,209
    From this org
    $0
    From related orgs
    $143,900
    Other
    $67,309
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,900 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,534 related
    Nontaxable benefits
    $0 + $30,775 related
    Filer's total
    $0 + $211,209 related

  • Charles T White

    UNION TRUSTEE

    Total calculated
    $191,729
    From this org
    $0
    From related orgs
    $130,400
    Other
    $61,329
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,400 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,724 related
    Nontaxable benefits
    $0 + $29,605 related
    Filer's total
    $0 + $191,729 related

  • Susanne T Deluisi

    UNION TRUSTEE

    Total calculated
    $202,241
    From this org
    $0
    From related orgs
    $132,800
    Other
    $69,441
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,304 related
    Nontaxable benefits
    $0 + $29,137 related
    Filer's total
    $0 + $202,241 related

  • Samuel J Kenish

    ADMINISTRATOR

    Total calculated
    $283,779
    From this org
    $121,643
    From related orgs
    $131,916
    Other
    $30,220
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $121,643 + $131,916 related
    Bonus
    $0
    Other
    $0
    Deferred
    $5,152 + $5,581 related
    Nontaxable benefits
    $9,354 + $10,133 related
    Filer's total
    $136,149 + $147,630 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.

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.

  • AMERICAN BD COMPANY

  • ARAMARK

  • BANKO BEVERAGE

  • BEVERAGE DIST CTR INC

  • BUNZL PHILADELPHIA

  • CANADA DRY DEL VAL BOTTLING

  • CHAMPION CONTAINER LOCAL 107

  • CLEAN UNIFORM SERVICE

  • COLLEGEVILLE BORO POLICE (NU)

  • COLLEGEVILLE TRAPPE PUBLIC WORKS

  • DRY ICE CORP LOCAL 107

  • HANK'S BEVERAGE COMPANY (NU)

  • HESSERT CHEVROLET

  • JERITH MANUFACTURING

  • KLS

  • KONRAD BEER DIST INC

  • LIBERTY COCA COLA BEVERAGES

  • MCCLAFFERTY PRINTING CO

  • MEENAN OIL COMPANY LP

  • MULLER INC

  • ORIGLIO BEVERAGE INC

  • PENN DISTRIBUTORS INC

  • PENN WAREHOUSELOCAL 107

  • PEPSI BOTTLING COMPANY

  • PHILADELPHIA MEDIA NETWORK

  • POST PRECISION CASTINGS INC

  • REFRESCO BEVERAGES US INC

  • ROUTE MESSENGERS OF PA

  • STERICYCLE - LOCAL 107

  • SYSTEM FREIGHT

  • XTL INC

  • ANTONIO ORIGLIO 31ST & WHARTON

  • ATLANTIC LEASING

Provenance

Return type
form_990
Tax year
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202421649349300602

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