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← INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND

Form 990 for tax year 2023

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND.

Totals

Total revenue
$123,767,101
Total expenses
$107,062,765
Contributions and grants received
$5,000,000
Grants paid
$0
Program service revenue
$117,909,997
Investment income
$856,442
Other revenue
$662
Total assets, end of year
$108,984,949
Total liabilities, end of year
$26,931,906
Net assets or fund balances, end of year
$82,053,043
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JAMES T CALLAHAN

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS A CALLAHAN

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT BURNS

    ALTERNATE UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SALGO

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM TYSON

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE CHASE

    FUND ADMINISTRATOR

    Total calculated
    $444,335
    From this org
    $366,823
    From related orgs
    $0
    Other
    $77,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,529
    Bonus
    $20,294
    Other
    $0
    Deferred
    $48,392
    Nontaxable benefits
    $29,120
    Filer's total
    $444,335

  • YASIR ELTAYEB

    IT SUPPORT

    Total calculated
    $380,300
    From this org
    $295,632
    From related orgs
    $0
    Other
    $84,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,345
    Bonus
    $13,287
    Other
    $0
    Deferred
    $46,119
    Nontaxable benefits
    $38,549
    Filer's total
    $380,300

  • WILLIAM STANTON

    IT SUPPORT

    Total calculated
    $330,099
    From this org
    $241,770
    From related orgs
    $0
    Other
    $88,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,795
    Bonus
    $8,975
    Other
    $0
    Deferred
    $42,150
    Nontaxable benefits
    $46,179
    Filer's total
    $330,099

  • RICHARD LOPEZ

    CLAIMS SPECIALIST

    Total calculated
    $256,515
    From this org
    $193,648
    From related orgs
    $0
    Other
    $62,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,933
    Bonus
    $10,715
    Other
    $0
    Deferred
    $33,698
    Nontaxable benefits
    $29,169
    Filer's total
    $256,515

  • ANGEL MALDONADO

    CLAIMS SPECIALIST

    Total calculated
    $199,736
    From this org
    $141,828
    From related orgs
    $0
    Other
    $57,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,964
    Bonus
    $7,864
    Other
    $0
    Deferred
    $28,788
    Nontaxable benefits
    $29,120
    Filer's total
    $199,736

  • VINCENT TURANO

    IT SUPPORT

    Total calculated
    $166,468
    From this org
    $108,881
    From related orgs
    $0
    Other
    $57,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $103,141
    Bonus
    $5,740
    Other
    $0
    Deferred
    $26,283
    Nontaxable benefits
    $31,304
    Filer's total
    $166,468

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

The filer's explanations (Part III)

SUPPLEMENTAL INFORMATION
THE FUND ADMINISTRATOR RECEIVES COMPENSATION AND BENEFITS IN THEIR CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 42% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.

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.

  • SEE SUPPLEMENTAL INFORMATION

Provenance

Return type
form_990
Tax year
2023
Filed
19 September 2024
IRS schema version
2023v5.1
Source object
202432639349300443

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