Form 990 for tax year 2024
Filed by BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN.
Totals
- Total revenue
- $10,371,633
- Total expenses
- $10,491,963
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,214,568
- Investment income
- $128,625
- Other revenue
- $28,440
- Total assets, end of year
- $5,320,917
- Total liabilities, end of year
- $161,916
- Net assets or fund balances, end of year
- $5,159,001
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $10,061,699 · related or exempt $10,061,699
-
2b · Program service revenue: EMPLOYEE SELF PAYS
total $152,869 · related or exempt $152,869
-
3 · Investment income
total $128,625 · related or exempt $128,625
-
11a · Other revenue: OTHER REVENUE
total $28,440 · related or exempt $28,440
-
11e · Other revenue, total
$28,440
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $10,250,046
-
11b · Fees: legal
total $5,503
-
11c · Fees: accounting
total $12,600
-
11g · Fees: other
total $223,814
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $680,921 · end of year $532,022
-
2 · Savings and temporary cash investments
beginning of year $154,674 · end of year $43,617
-
4 · Accounts receivable
beginning of year $999,606 · end of year $1,510,886
-
9 · Prepaid expenses and deferred charges
beginning of year $6,169 · end of year $3,164
-
11 · Investments: publicly traded securities
beginning of year $3,463,080 · end of year $3,218,860
-
15 · Other assets
beginning of year $14,921 · end of year $12,368
-
17 · Accounts payable and accrued expenses
beginning of year $55,420 · end of year $53,756
-
25 · Other liabilities
beginning of year $105,261 · end of year $108,160
-
31 · Retained earnings, endowment or other funds
beginning of year $5,158,690 · end of year $5,159,001
Mission and programs · 2024
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
-
TO PROVIDE HEALTH, DISABILITY AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS.
As filed on the 2024 return.
Listed in Part VII
-
Ron BradyRON BRADY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
William G FaulkesWILLIAM G FAULKES
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Johhny HagerJOHHNY HAGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rodney MartinRODNEY MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Randall T MooreRANDALL T MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James A SpadeJAMES A SPADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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
- 2024
- Filed
- 10 April 2026
- IRS schema version
- 2024v5.0
- Source object
- 202601029349300805
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