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← TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY

Form 990 for tax year 2025

Filed by TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY.

Totals

Total revenue
$123,197,503
Total expenses
$128,400,391
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$113,902,927
Investment income
$8,657,140
Other revenue
$637,436
Total assets, end of year
$163,854,119
Total liabilities, end of year
$1,035,474
Net assets or fund balances, end of year
$162,818,645
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 $113,425,167 · related or exempt $113,425,167

  • 2b · Program service revenue: PARTICIPANT AND COBRA CONTRIBUTIO

    total $477,760 · related or exempt $477,760

  • 3 · Investment income

    total $6,729,438 · excluded $6,729,438

  • 7a · Gross sales of assets other than inventory

    securities $36,535,618

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

    securities $34,607,916

  • 7c · Gain or loss

    securities $1,927,702

  • 7d · Net gain or loss

    total $1,927,702 · excluded $1,927,702

  • 11a · Other revenue: SETTLEMENT INCOME

    total $637,436 · related or exempt $637,436

  • 11e · Other revenue, total

    $637,436

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $118,511,393

  • 5 · Compensation of officers, directors and key employees

    total $18,000

  • 11b · Fees: legal

    total $387,493

  • 11c · Fees: accounting

    total $60,000

  • 11f · Fees: investment management

    total $258,267

  • 11g · Fees: other

    total $8,733,387

  • 13 · Office expenses

    total $207,797

  • 14 · Information technology

    total $60,787

  • 19 · Conferences, conventions and meetings

    total $36,985

  • 21 · Payments to affiliates

    total $4,950

  • 23 · Insurance

    total $73,259

  • 24a · Other expenses: FEES MANADATED BY THE A

    total $48,073

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,704,701 · end of year $3,979,020

  • 4 · Accounts receivable

    beginning of year $8,895,739 · end of year $8,225,391

  • 9 · Prepaid expenses and deferred charges

    beginning of year $495,279 · end of year $35,853

  • 11 · Investments: publicly traded securities

    beginning of year $140,785,053 · end of year $143,863,993

  • 12 · Investments: other securities

    beginning of year $6,952,543 · end of year $5,645,318

  • 15 · Other assets

    beginning of year $2,088,717 · end of year $2,104,544

  • 17 · Accounts payable and accrued expenses

    beginning of year $347,035 · end of year $408,252

  • 19 · Deferred revenue

    beginning of year $868,362 · end of year $627,222

  • 29 · Capital stock, trust principal or current funds

    beginning of year $164,706,635 · end of year $162,818,645

  • 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 · 2025

Mission

FUNDING ARRANGEMENT FOR MULTIEMPLOYER WELFARE PLAN UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT.

  • TO PROVIDE FUNDED MEDICAL BENEFITS, INCLUDING VISION, DENTAL, OUTPATIENT SERVICES, HOSPITALIZATION, WEEKLY DISABILITY, DEATH, SURGERY, MAJOR MEDICAL, PRESCRIPTION DRUG AND MANAGED CARE BENEFITS, TO PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES.

As filed on the 2025 return.

Listed in Part VII

  • Robert Bryan Jr

    UNION TRUSTEE

    Total calculated
    $294,742
    From this org
    $0
    From related orgs
    $180,710
    Other
    $114,032
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,710 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $78,864 related
    Nontaxable benefits
    $0 + $35,168 related
    Filer's total
    $0 + $294,742 related

  • Howard Wells

    UNION TRUSTEE

    Total calculated
    $266,352
    From this org
    $0
    From related orgs
    $192,002
    Other
    $74,350
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,002 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $74,350 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $266,352 related

  • William Hamilton

    UNION TRUSTEE

    Total calculated
    $186,375
    From this org
    $0
    From related orgs
    $107,736
    Other
    $78,639
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,736 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,611 related
    Nontaxable benefits
    $0 + $29,028 related
    Filer's total
    $0 + $186,375 related

  • William J Einhorn

    EMPLOYER TRUSTEE

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • David Evans

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Daniel Schmidt

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Maria Scheeler

    ADMINISTRATOR

    Total calculated
    $0
    Hours/week
    20 + 25 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.

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.

  • A P CONSTRUCTION CO

  • A&R FENCE AND GUIDERAIL

  • A PENZA INC

  • ABC CONSTRUCTION CO INC

  • ABF FREIGHT SYSTEM INC

  • ACE MOTORS INC

  • ACME MARKETS INC

  • ADMINISTRATIVE SERVICE PROFESSIONALS INC

    NJ

  • AGB TRUCKING LLC

  • AIRGAS EAST INC

  • AL KLIESH TRUCKING LLC

  • ALAN MC ILVAIN COMPANY

  • ALLEGHENY IRON & METAL CO

  • ALLIED BEVERAGE GROUP LLC

  • ALLIED ROOFERS SUPPLY-PHILA

  • AMERICOLD LOGISTIC LLC

  • AMOROSO BAKING COMPANY

  • APTIM FEDERAL SERVICES LLC

  • ARROW LEASING & SANITARY SER

  • ARTHUR R HENRY INC

  • ASP PERSONNEL SERVICES INC

  • AUNT KITTY'S FOODS INC

  • BRS PRODUCE CO - FAMILY

  • BALFORD FARMS - ALLENTOWN FAMILY

  • BARLOW CHEVROLET INC

  • BARRETT ASPHALT CORPORATION

  • BEACON SALES ACQUISITION (LEVITTOWN)

  • BISCUIT FILMWORKS

  • BRANDENBURG INDUSTRIAL SERV

  • BRANDYWINE CONSTRUCTION CO

  • BRIGHTLINE EQUIPMENT RENTALS

  • BUCKLEY & COMPANY INC

  • C ABBONIZIO CONTRACTOR

  • CAPS LLC

  • CARUSONE CONSTRUCTION INC

  • CASE PAPER COMPANY INC

  • CHARLES JACQUIN ET CIE DRV

  • CHARLES RITTER INC (DRIVERS)

  • COLLOTTI & SONS INC - FAMILY

  • COLONIAL PRODUCE LLC - FAMILY

  • COMMERCE CONSTRUCTION

  • COMMERCE SERVICES LLC

  • CONGOLEUM CORP

  • COONEY BROTHERS INC

  • COOSEMAN'S PHILA INC - DRIVERS

  • CORNELL & COMPANY INC

  • COURIER POST - CIRCULATION

  • CPC MEDICAL PRODUCTS LLC

  • CROWLEY TRUCKING INC

  • CROWN BAKERIES

  • DANELLA CONSTRUCTION CORP

  • DANELLA LINE SERVICES INC

  • D'ANGELO BROS INC

  • DARLING INGREDIENTS

  • DAVID M CAMPBELL INC

  • DAY & ZIMMERMAN NPS

  • DCD CONTRACTING INC

  • DEAN TRANSPORTATION - FAMILY

  • DELAWARE SHIP SUPPLY CO

  • DELAWARE VALLEY STEEL

  • DEPENDABLE DISTRIBUTION SERV

  • DHL EXPRESS (USA) INC (CLERICAL)

  • DIETZ & WATSON MEAT CO

  • DRISCOLL CONSTRUCTION CO INC

  • DWK LIFE SCIENCES INC

  • E W KEAN CO INC - FAMILY

  • EAST WEST PAYROLL

  • EMR GROUP (FAMILY) NJ

  • ENSTRUCTURE AUTO LOGISTIC LLC

  • ENTERTAINMENT PARTNER SERVICES GROUP

  • ESM PRODUCTIONS INC

  • F C HAAB CO INC

  • FERGUSON ENTERPRISES INC

  • FESSENDEN HALL INC

  • FIRST PHILA LABOR SERVICES

  • FIZZANO BROTHERS CONCRETE PR

  • FORREST THEATRE

  • FREEMAN AUDIO VISUAL SOLUTIO

  • FREEMAN DECORATING COMPANY

  • FRESH EXPRESS-PLANT (SINGLE)

  • FRONT STREET REFRIGERATED-NJ

  • G & G PRODUCE INC - SINGLE

  • GENERAL ASPHALT PAVING CO

  • GENERAL EXPOSITION SERVICES

  • GEORGE L WELLS MEAT COMPANY

  • GEPPERT BROTHERS INC

  • GES-GLOBAL EXPERIENCE SPECIALIST

  • GLASGOW INC

  • GLOUCESTER TERMINALS LLC

  • GOURMET BAKERY DISTRIBUTORS

  • GREGGO AND FERRARA INC

  • GROCERY HAULERS INCHAZLETON

  • HAINES & KIBBLEHOUSE INC

  • HAKE RIGGING - DIV OF BARNHART CRANE

  • HEAVY EQUIPMENT RENTALS INC

  • HEIDELBERG MATERIALS US INC

  • HENKELS & MC COY INC

  • HERMAN GOLDNER CO INC

  • IACONELLI CONTRACTING INC

  • ICONOCLAST - CHASE SAPPHIRE

  • J AMBROGI FOODS

  • J FLETCHER CREAMER & SON

  • J J WHITE INC

  • JDM MATERIALS COMPANY

  • JAMES D MORRISSEY INC

  • JAMES J ANDERSON CO IN

  • JOHN CURRY INC

  • JOHN J DOUGHERTY & SON INC

  • JOHN VENA INC - FAMILY

  • JONES MOTOR - ALLEGHENY DIV

  • JOY WILL PREVAIL LLC

  • JPC GROUP INC

  • JUPITER PCC INC

  • JYE INC

  • KALECK BROTHERS INC - SINGLE

  • KEHOE CONSTRUCTION

  • KEVIN RYDER INC

  • KEYSTONE PARK SERVICE CO

  • KIMMEL CENTER INC (MERRIAM)

  • KISSIN FRESH MEATS INC

  • KLINGHOFFER BROTHERS INC - SINGLE

  • KLS LOGISTICS - DRIVERS FAMILY 10

  • KRAMER BEVERAGE CO

  • L CRUZ DEVELOPMENT LLC

  • L FERIOZZI CONCRETE COMPANY

  • LAFAYETTE UTILITY CONSTRUCT

  • LEHIGH VALLEY DAIRIES - SINGLE

  • LIBERTY TRANSPORT

  • LIVE NATION WORLDWIDE INC

  • LOUIS P CANUSO INC

  • M LEVIN & COMPANY (DRIVERS)

  • ML RUBERTON CONSTR CO INC

  • MARANO TRUCK LINES & WAREHOU

  • MARTIN-BROWER LLC

  • MD & VA MILK PRODUCERS CO-OP

  • MECO TRUCKING COMPANY

  • METAL ALLIANCE INC

  • MILL CORPORATION - FAMILY

  • MONDELEZ INTERNTL (NABISCO)

  • MORABITO BAKING COMPANY

  • MORRIS IRON & STEEL CO

  • MOSSI CONSTRUCTION

  • NARDELLA INC - SINGLE

  • NATIONAL ENVIRONMENTAL CONTRACTING

  • NELLO CONSTRUCTION CO

  • NEP COLD STORAGE INC

  • NETFLIX PRODUCTIONS -TIRES

  • NEW CAPS LLC

  • NEW CONGOL LLC

  • NGL-MA LLC CO OSTERMAN PR (SUPERIOR ENERGY)

  • NORTH AMERICAN COMPOSITES COMPANY

  • NORTH AMERICAN PRODUCE (NBU)

  • NORTHEAST FOODS INC

  • OAK VIEW GRP - BREAKAWAY FESTIVAL

  • OLIVIERI & ASSOCIATES INC

  • OMNIMAX INTERNATIONAL INC

  • O'ROURKE MEDIA GROUP LLC

  • OTIS MINNIESOTA SERVICES LLC

  • OUR PEOPLE ENTERTAINMENT LLC

  • PENN JERSEY BLDG MATERIALS

  • PENN JERSEY PAPER - B UNIT

  • PENN WHSE DIST-AUTO (REGULAR

  • PENNA WELDING SUPPLY CO

  • PENNSYLVANIA JERSEY CONCRETE

  • PETRONGOLO CONTRACTORS INC

  • PHILA MEDIA NETWORK(DRV)

  • PHOENIX MASONRY INC

  • PINTO BROTHERS - SINGLE

  • PJP TRUCKING (PENN JERSEY)

  • PROCACCI BROS - MAINTENANCE

  • PRODUCE INTERCHANGE INC - SINGLE

  • PT MECHANICAL GROUP

  • Q TRUCKING INC

  • RE PIERSON CONSTRUCTION CO

  • RE PIERSON MATERIALS CORP

  • RAILFLEX SOLUTIONS(AMERIPORT TERMINALS)

  • RANDOM PRODUCTION(TASKS FORCE)

  • REBEL TRUCKING & RIGGING LLC

  • REGIONAL PRODUCE - RECYCLING WAREHOUSE EMPLOYEES

  • RIGGS DISTLER AND COMPANY INC

  • ROAD SAFETY SYSTEMS LLC

  • ROB'S PRODUCE - SINGLE

  • ROYAL PETROLEUM CORPORATION

  • RYECO LLC - SINGLE

  • S D RICHMAN & SONS INC

  • SAFWAY SERVICES LLC(BRANDSAFWAY)

  • SANTA SWEETS INC(AG MART)

  • SARDO & SONS WAREHOUSING INC

  • SCHAGRIN GAS COMPANY

  • SCHNEPS PHILLY LLC

  • SERAVALLI INC

  • SEVENSON ENVIRONMENTAL SERVICES

  • SHEINMAN PROVISION CO

  • SHELLHORN & HILL INC (DRVS)

  • SIEGFRIED (USA) INC

  • SIKA CORPORATION

  • SIMSMETAL EAST LLC

  • SJA CONSTRUCTION INC

  • SMG

  • SMITH EDWARDS DUNLAP(JAL EQUITIES)

  • SOUTH STATE INC

  • SOUTHPORT DISTRIBUTION LLC

  • SPARKS EXHIBITS & ENVIRON

  • SRM EASTERN LLC

  • STANLEY MARVEL INC (DRIVERS)

  • STERICYCLE INC

  • SUBURBAN PROPANE

  • SUPERIOR SCAFFOLD SERVICES

  • SUPERIOR TASKING ADVANTAGE(STA)

  • SYSCO PHILADELPHIA (SINGLE)

  • TAGUE LUMBER COMPANY

  • TANNER INDUSTRIES INC

  • THACKRAY CRANE RENTAL INC

  • THOMAS COLACE CO (DRIVERS)

  • TMK - PHILA INC (DRIVERS)

  • TRANS CARGO LLC

  • TRANSERVICE LOGISTICS-COATES

  • TRI-STATE STAGE LABOR LLC

  • US PIPELINE INC

  • UNITED METAL TRADERS INC

  • UNITED PARCEL SERVICE

  • UNITED STATES ROOFING CORP

  • UPA PRODUCTION SERVICES

  • US FOODS (MAINT-MECH)-FAMILY

  • US FOODS INC (SINGLE)

  • UTILITY LINE SERVICES INC

  • VENTURA FOODS LLC

  • VERITIV OPERATING CO

  • VESTIS SERVICES

  • VISTA CONVENTION SERVICES

  • VISUAL SOUND INC

  • WE RYAN COMPANY INC

  • WALTERS MARINE CONSTRUCTION INC

  • WARNER BROS TELEVISION - ABBOTTELEM

  • WAWA INC-FAMILY

  • WEBER DISPLAY & PACKAGING

  • WEINSTEIN SUPPLY CO (WILLOW GROVE)

  • WELLS FARGO (COMCAST SPECTACOR)

  • WEST BAY CONSTRUCTION INC

  • WICK & BROTHER INC - FAMILY

  • WILLIAM BETZ JR INC

  • WINZINGER INC

  • WM MACMILLAN CO-DRVS

  • WRAP BOOK PAYROLL

Provenance

Return type
form_990
Tax year
2025
Filed
24 September 2026
IRS schema version
2025v4.2
Source object
202642679349301619

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