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← UAW LOCAL 2326 HEALTH & WELFARE FUND

Form 990 for tax year 2025

Filed by UAW LOCAL 2326 HEALTH & WELFARE FUND.

Totals

Total revenue
$15,537,323
Total expenses
$19,627,367
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,244,345
Investment income
$254,269
Other revenue
$38,709
Total assets, end of year
$5,724,916
Total liabilities, end of year
$1,303,135
Net assets or fund balances, end of year
$4,421,781
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 $14,153,758 · related or exempt $14,153,758

  • 2b · Program service revenue: EMPLOYEE AND COBRA CONTRIBUTIONS

    total $1,090,587 · related or exempt $1,090,587

  • 3 · Investment income

    total $249,407 · excluded $249,407

  • 7a · Gross sales of assets other than inventory

    securities $4,500,000

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

    securities $4,495,138

  • 7c · Gain or loss

    securities $4,862

  • 7d · Net gain or loss

    total $4,862 · excluded $4,862

  • 11a · Other revenue: INTEREST INCOME ON TOLLING AGREEM

    total $38,709 · related or exempt $38,709

  • 11e · Other revenue, total

    $38,709

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $18,521,658

  • 5 · Compensation of officers, directors and key employees

    total $40,000

  • 11a · Fees: management

    total $298,882

  • 11b · Fees: legal

    total $18,861

  • 11c · Fees: accounting

    total $45,316

  • 11g · Fees: other

    total $677,970

  • 13 · Office expenses

    total $5,401

  • 23 · Insurance

    total $14,440

  • 24a · Other expenses: FEES MANDATED BY ACA -

    total $4,839

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $66,964 · end of year $213,721

  • 2 · Savings and temporary cash investments

    beginning of year $585,769 · end of year $7,578

  • 4 · Accounts receivable

    beginning of year $1,014,253 · end of year $865,719

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,304 · end of year $2,282

  • 11 · Investments: publicly traded securities

    beginning of year $7,151,346 · end of year $3,494,370

  • 12 · Investments: other securities

    beginning of year $610,594 · end of year $633,990

  • 15 · Other assets

    beginning of year $507,401 · end of year $507,256

  • 17 · Accounts payable and accrued expenses

    beginning of year $350,393 · end of year $113,638

  • 19 · Deferred revenue

    beginning of year $71,656 · end of year $139,497

  • 25 · Other liabilities

    beginning of year $1,050,000 · end of year $1,050,000

  • 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 $8,474,582 · end of year $4,421,781

Mission and programs · 2025

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

As filed on the 2025 return.

Listed in Part VII

  • John M Fowler

    EMPLOYER TRUSTEE

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Karen Legg

    UNION TRUSTEE

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $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.

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.

  • AFP TRANSFORMERS

  • ALPHA WIRE

  • BALLY'S ATLANTIC CITY

  • BELL CONTAINER CORP

  • BMW OF NORTH AMERICA LLC

  • CAESARS AC

  • COMMUNITY FINANCIAL SERVICES

  • DARLING INTERNATIONAL

  • GENERAL A & E MFG CO INC

  • HI-PRO INDUSTRIES INC

  • INTERSECTION MEDIA LLC

  • LANCOYORK INC

  • METAL TEXTILES CORP

  • PENSKE TRUCK LEASING

  • REBCO INC

  • ROCK TENN (DAYTON)

  • ROCK TENN (DEER PK)

  • R-TAPE CORP

  • SHORT RUN STAMPING

  • SYNRAY CORPORATION

Provenance

Return type
form_990
Tax year
2025
Filed
25 August 2026
IRS schema version
2025v4.2
Source object
202642379349301254

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