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← BEVERAGE DRIVERS HEALTH & WELFARE

Form 990 for tax year 2022

Filed by BEVERAGE DRIVERS HEALTH & WELFARE.

Totals

Total revenue
$6,809,845
Total expenses
$7,247,801
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,554,362
Investment income
$241,354
Other revenue
$14,129
Total assets, end of year
$13,244,955
Total liabilities, end of year
$21,030
Net assets or fund balances, end of year
$13,223,925
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 $6,272,271 · related or exempt $6,272,271

  • 2b · Program service revenue: EMPLOYEE SELF PAY CONT.

    total $282,091 · related or exempt $282,091

  • 3 · Investment income

    total $379,619 · excluded $379,619

  • 7a · Gross sales of assets other than inventory

    securities $2,138,910

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

    securities $2,277,175

  • 7c · Gain or loss

    securities -$138,265

  • 7d · Net gain or loss

    total -$138,265 · excluded -$138,265

  • 11a · Other revenue: PART D REIMB

    total $14,129 · related or exempt $14,129

  • 11e · Other revenue, total

    $14,129

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $6,797,558

  • 5 · Compensation of officers, directors and key employees

    total $3,486

  • 11a · Fees: management

    total $93,404

  • 11b · Fees: legal

    total $15,997

  • 11c · Fees: accounting

    total $28,225

  • 11f · Fees: investment management

    total $8,825

  • 11g · Fees: other

    total $100,042

  • 13 · Office expenses

    total $22,630

  • 19 · Conferences, conventions and meetings

    total $11,562

  • 23 · Insurance

    total $10,300

  • 24a · Other expenses: NETWORK ACCESS/CLAIMS A

    total $86,033

  • 24b · Other expenses: UTILIZATION REVIEW

    total $34,551

  • 24c · Other expenses: BANK FEES

    total $17,815

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $12,083

  • 24e · All other expenses

    total $5,290

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,936,447 · end of year $1,211,104

  • 2 · Savings and temporary cash investments

    end of year $15,992

  • 4 · Accounts receivable

    beginning of year $508,715 · end of year $531,647

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,019 · end of year $6,151

  • 11 · Investments: publicly traded securities

    beginning of year $12,382,798 · end of year $11,480,061

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,718 · end of year $21,030

  • 29 · Capital stock, trust principal or current funds

    beginning of year $14,803,261 · end of year $13,223,925

  • 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 $0 · end of year $0

Mission and programs · 2022

Mission

PROVIDE HEALTH BENEFITS TO UNION MEMBERS.

Activities or mission (Part I)

TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS.

  • TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS.

As filed on the 2022 return.

Listed in Part VII

  • Frank Myers

    TRUSTEE

    Total calculated
    $147,153
    From this org
    $0
    From related orgs
    $120,000
    Other
    $27,153
    Hours/week
    1 + 40 related

  • Mark Leroux

    TRUSTEE

    Total calculated
    $586
    From this org
    $586
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 40 related

  • John Sminkey

    TRUSTEE

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 40 related

  • Roy Essex

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 40 related

  • Mike Lorenca

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 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.

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.

  • BEVERAGE AND BREWERY DRIVERS PENSION FUND

    501(A) · PENSION FUND · MD

  • LOCAL 639

    501(C) · LABOR UNION · DC

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.

  • CANTEEN CORP

  • PEPSI COLA CO

  • CANADA DRY POTOMAC

  • BOARD OF TRUSTEES - BEVERAGE AND BREWERY LOCAL 67 HEALTH AND WELFARE FUND

    PLAN SPONSOR · MD

Provenance

Return type
form_990
Tax year
2022
Filed
15 January 2024
IRS schema version
2022v5.0
Source object
202400169349301000

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