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Nonprofiteer
← RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY

Form 990 for tax year 2024

Filed by RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY.

Totals

Total revenue
$50,934,308
Total expenses
$51,168,156
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$46,649,918
Investment income
$4,284,390
Other revenue
$0
Total assets, end of year
$68,830,402
Total liabilities, end of year
$5,879,861
Net assets or fund balances, end of year
$62,950,541
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 $46,537,137 · related or exempt $46,537,137

  • 2b · Program service revenue: COBRA INCOME

    total $112,781 · related or exempt $112,781

  • 3 · Investment income

    total $742,120 · related or exempt $742,120

  • 7a · Gross sales of assets other than inventory

    securities $12,643,165

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

    securities $9,100,895

  • 7c · Gain or loss

    securities $3,542,270

  • 7d · Net gain or loss

    total $3,542,270 · related or exempt $3,542,270

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $46,476,008

  • 5 · Compensation of officers, directors and key employees

    total $101,439

  • 7 · Other salaries and wages

    total $401,456

  • 8 · Pension plan contributions

    total $57,769

  • 9 · Other employee benefits

    total $183,738

  • 10 · Payroll taxes

    total $35,245

  • 11b · Fees: legal

    total $85,792

  • 11c · Fees: accounting

    total $115,259

  • 11f · Fees: investment management

    total $76,884

  • 11g · Fees: other

    total $626,496

  • 13 · Office expenses

    total $226,678

  • 14 · Information technology

    total $248,330

  • 16 · Occupancy

    total $41,102

  • 17 · Travel

    total $37,576

  • 22 · Depreciation, depletion and amortization

    total $3,678

  • 23 · Insurance

    total $143,238

  • 24a · Other expenses: BLUE CROSS RETENTION

    total $1,324,754

  • 24b · Other expenses: CHANGE IN HEALTH CLAIMS

    total $979,100

  • 24c · Other expenses: OTHER EXPENSES

    total $3,614

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,921,991 · end of year $2,261,697

  • 2 · Savings and temporary cash investments

    beginning of year $2,469,239 · end of year $1,933,336

  • 4 · Accounts receivable

    beginning of year $4,367,303 · end of year $3,602,450

  • 10a · Land, buildings and equipment: cost or other basis

    $294,277

  • 10b · Land, buildings and equipment: accumulated depreciation

    $256,514

  • 10c · Land, buildings and equipment, net

    beginning of year $37,723 · end of year $37,763

  • 11 · Investments: publicly traded securities

    beginning of year $26,414,306 · end of year $36,658,691

  • 12 · Investments: other securities

    beginning of year $27,532,297 · end of year $22,224,496

  • 15 · Other assets

    beginning of year $1,564,357 · end of year $2,111,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,957,782 · end of year $5,879,861

  • 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 $60,349,434 · end of year $62,950,541

Mission and programs · 2024

Mission

PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS.

Activities or mission (Part I)

PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS

  • PROVIDED HEALTH BENEFITS, INCLUDING DEATH BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS, HOSPITALIZATION, SURGICAL AND MEDICAL BENEFITS FOR EMPLOYEES OF THE EMPLOYERS, THEIR FAMILIES AND DEPENDENTS, AS DETERMINED BY THE TRUSTEES.

As filed on the 2024 return.

Listed in Part VII

  • John A Whitaker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Eddie Allen

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Stuart H Appelbaum

    TRUSTEE/CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Marsue D Lancaster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Joseph Dorismond

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Joshua Brewer

    FUND ADMINISTRATOR

    Total calculated
    $202,878
    From this org
    $101,439
    From related orgs
    $101,439
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,439 + $101,439 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $101,439 + $101,439 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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

  • RWDSIUI PENSION FUND

    401(A) · DEFINED BENEFIT PENSION FUND · AL

Provenance

Return type
form_990
Tax year
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202512879349300626

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