Form 990 for tax year 2022
Filed by AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR.
Totals
- Total revenue
- $13,838,976
- Total expenses
- $7,996,933
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,939,837
- Investment income
- $2,899,139
- Other revenue
- $0
- Total assets, end of year
- $87,123,773
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $87,123,773
- 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: EMPLOYERS CONTRIBUTIONS
total $10,419,062 · related or exempt $10,419,062
-
2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS
total $385,055 · related or exempt $385,055
-
2c · Program service revenue: SPOUSAL CONTRIBUTIONS
total $135,720 · related or exempt $135,720
-
3 · Investment income
total $2,903,453 · excluded $2,903,453
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $25,000
-
7b · Less cost or other basis and sales expenses
securities $29,314
-
7c · Gain or loss
securities -$4,314
-
7d · Net gain or loss
total -$4,314 · excluded -$4,314
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $7,830,842
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $40,530
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $108,387
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $17,174
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $2,965,259 · end of year $6,109,022
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $2,760,364 · end of year $2,663,070
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $77,031,794 · end of year $67,330,723
-
12 · Investments: other securities
beginning of year $11,409,547 · end of year $11,020,958
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $94,166,964 · end of year $87,123,773
-
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
TO PROVIDE CERTAIN INSURANCE BENEFITS TO EMPLOYEES AND RETIREES EMPLOYED BY THE APWU AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND BENEFICIARIES UNDER A COLLECTIVE BARGAINING AGREEMENT.
Activities or mission (Part I)
To provide benefits to employees and retirees employed by the APWU AFL-CIO Health Plan and their dependents & beneficiaries under a collective bargaining agreement.
-
FUNDING TO PROVIDE MEDICAL, LIFE AND ACCIDENTIAL DEATH & DISMEMBERMENT, AND LONG-TERM DISABLITY INSURANCE BENEFITS FOR EMPLOYEES AND RETIREES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND BENEFICIARIES.
As filed on the 2022 return.
Listed in Part VII
-
CARROLL MIDGETT
PLAN ADMINISTRATOR
- Total calculated
- $311,595
- From this org
- $0
- From related orgs
- $260,815
- Other
- $50,780
- Hours/week
- 0 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $245,519 related
- Bonus
- $0 + $4,171 related
- Other
- $0 + $11,125 related
- Deferred
- $0 + $7,491 related
- Nontaxable benefits
- $0 + $43,450 related
- Filer's total
- $0 + $311,756 related
-
MARK DIMONDSTEIN
BOARD MEMBER
- Total calculated
- $216,899
- From this org
- $0
- From related orgs
- $186,579
- Other
- $30,320
- Hours/week
- 0 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $178,355 related
- Bonus
- $0
- Other
- $0 + $8,224 related
- Deferred
- $0 + $30,320 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $216,899 related
-
ELIZABETH POWELL
BOARD MEMBER
- Total calculated
- $194,101
- From this org
- $0
- From related orgs
- $167,369
- Other
- $26,732
- Hours/week
- 0 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $157,248 related
- Bonus
- $0
- Other
- $0 + $10,121 related
- Deferred
- $0 + $26,732 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $194,101 related
-
DEBORAH SZEREDY
BOARD MEMBER
- Total calculated
- $189,737
- From this org
- $0
- From related orgs
- $159,616
- Other
- $30,121
- Hours/week
- 0 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $157,036 related
- Bonus
- $0
- Other
- $0 + $2,580 related
- Deferred
- $0 + $26,696 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $186,312 related
-
SARAH RODRIGUEZ
BOARD MEMBER/CHAIR
- Total calculated
- $156,193
- From this org
- $0
- From related orgs
- $146,647
- Other
- $9,546
- Hours/week
- 0 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $137,554 related
- Bonus
- $0
- Other
- $0 + $9,093 related
- Deferred
- $0 + $1,733 related
- Nontaxable benefits
- $0 + $7,813 related
- Filer's total
- $0 + $156,193 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
None.
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.
-
501(C)(9) · BENEFIT PLAN · MD
Directly controlled by APWU
-
AMERICAN POSTAL WORKERS UNION AFL-CIO
501(C)(5) · LABOR ORG · DC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312579349302116
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