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← UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND

Form 990 for tax year 2024

Filed by UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND.

What the amendment changed

Compared with the return it replaced , filed 14 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$34,841,879 changed to $34,859,755
Program service revenue
$29,023,291 changed to $29,041,167
Total assets, end of year
$188,172,624 changed to $188,190,500
Net assets or fund balances, end of year
$187,904,098 changed to $187,921,974

Totals

Total revenue
$34,859,755
Total expenses
$27,135,889
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$29,041,167
Investment income
$4,503,546
Other revenue
$1,315,042
Total assets, end of year
$188,190,500
Total liabilities, end of year
$268,526
Net assets or fund balances, end of year
$187,921,974
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 $28,959,668 · related or exempt $28,959,668

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $81,499 · related or exempt $81,499

  • 3 · Investment income

    total $3,620,994 · excluded $3,620,994

  • 7a · Gross sales of assets other than inventory

    securities $3,675,331

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

    securities $2,792,779

  • 7c · Gain or loss

    securities $882,552

  • 7d · Net gain or loss

    total $882,552 · excluded $882,552

  • 11a · Other revenue: PRESCRIPTION REBATES

    total $770,209 · related or exempt $770,209

  • 11b · Other revenue: STOP LOSS INS REIMB

    total $544,833 · related or exempt $544,833

  • 11e · Other revenue, total

    $1,315,042

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $25,471,938

  • 11a · Fees: management

    total $303,343

  • 11b · Fees: legal

    total $70,701

  • 11c · Fees: accounting

    total $38,021

  • 11f · Fees: investment management

    total $182,990

  • 11g · Fees: other

    total $896,447

  • 13 · Office expenses

    total $98,468

  • 23 · Insurance

    total $35,051

  • 24a · Other expenses: PCORI FEES

    total $31,405

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $7,525

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,597,742 · end of year $1,471,065

  • 2 · Savings and temporary cash investments

    beginning of year $111,322 · end of year $124,114

  • 4 · Accounts receivable

    beginning of year $2,360,039 · end of year $2,221,485

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73,056 · end of year $100,610

  • 11 · Investments: publicly traded securities

    beginning of year $60,773,379 · end of year $65,736,253

  • 12 · Investments: other securities

    beginning of year $105,373,761 · end of year $118,536,973

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,914 · end of year $268,526

  • 27 · Net assets without donor restrictions

    beginning of year $171,237,385 · end of year $187,921,974

Mission and programs · 2024

Mission

TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA.

Activities or mission (Part I)

SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS.

As filed on the 2024 return.

Listed in Part VII

  • Lee Ellis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Coleman

    UNION TRUSTEE

    Total calculated
    $378,140
    From this org
    $0
    From related orgs
    $300,237
    Other
    $77,903
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,937 related
    Bonus
    $0
    Other
    $0 + $7,300 related
    Deferred
    $0 + $55,129 related
    Nontaxable benefits
    $0 + $22,774 related
    Filer's total
    $0 + $378,140 related

  • Shawn Garvey

    UNION TRUSTEE

    Total calculated
    $256,053
    From this org
    $0
    From related orgs
    $188,989
    Other
    $67,064
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,989 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,510 related
    Nontaxable benefits
    $0 + $32,554 related
    Filer's total
    $0 + $256,053 related

  • Michael Sallach

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Dillon

    UNION TRUSTEE

    Total calculated
    $389,811
    From this org
    $0
    From related orgs
    $298,124
    Other
    $91,687
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,077 related
    Bonus
    $0
    Other
    $0 + $5,047 related
    Deferred
    $0 + $55,129 related
    Nontaxable benefits
    $0 + $36,558 related
    Filer's total
    $0 + $389,811 related

  • Debbie Syck

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tina Hayes

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Camilla Madison-Wilson

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aaron Martin

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

  • CALPINE

    PARTICIPATING EMPLOYER

  • CONSTELLATION MYSTIC POWER

    PARTICIPATING EMPLOYER

  • DOMINION

    PARTICIPATING EMPLOYER

  • DTE ENERGY CO

    PARTICIPATING EMPLOYER

  • AMERICAN WATER WORKS SERVICE COMPANY

    PARTICIPATING EMPLOYER

  • NPL CONSTRUCTION

    PARTICIPATING EMPLOYER

  • PACIFICORP

    PARTICIPATING EMPLOYER

  • TRANSMISSION MAINTENANCE CONSTRUCTION

    PARTICIPATING EMPLOYER

  • UTILITY LINES CONSTRUCTION

    PARTICIPATING EMPLOYER

  • IHI POWER SERVICES CORP

    PARTICIPATING EMPLOYER

  • VICINITY ENERGY

    PARTICIPATING EMPLOYER

  • ENERGY HARBOR

    PARTICIPATING EMPLOYER

  • AQUA AMERICAN

    PARTICIPATING EMPLOYER

  • LIBERTIES UTILITY CORPORATION

    PARTICIPATING EMPLOYER

  • NAES CORPORATION

    PARTICIPATING EMPLOYER

  • MIDAMERICAN ENERGY COMPANY

Provenance

Return type
form_990
Tax year
2024
Filed
21 November 2025
IRS schema version
2024v5.2
Source object
202503309349300825

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