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← DISTRICT COUNCIL 47 HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by DISTRICT COUNCIL 47 HEALTH AND WELFARE FUND.

Totals

Total revenue
$92,439,795
Total expenses
$92,312,920
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$85,996,530
Investment income
$436,125
Other revenue
$6,007,140
Total assets, end of year
$24,105,201
Total liabilities, end of year
$4,015,954
Net assets or fund balances, end of year
$20,089,247
Program services expenses (Part IX)
$89,582,633
Management and general expenses
$2,730,287
Fundraising expenses
$0
Program service expenses (Part III)
$89,582,633

Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: CITY OF PHILADELPHIA

    total $76,094,037 · related or exempt $76,094,037

  • 2b · Program service revenue: INDIVIDUAL PAYMENTS

    total $4,066,343 · related or exempt $4,066,343

  • 2c · Program service revenue: CITY OF PHILA. - MED. DED.

    total $3,645,102 · related or exempt $3,645,102

  • 2d · Program service revenue: PHILA. PARKING AUTHORITY

    total $1,885,407 · related or exempt $1,885,407

  • 2e · Program service revenue: EMPLOYEE BENEFITS REIMBURSE

    total $281,311 · related or exempt $281,311

  • 2f · All other program service revenue

    total $24,330 · related or exempt $24,330

  • 3 · Investment income

    total $417,251 · excluded $417,251

  • 7a · Gross sales of assets other than inventory

    securities $3,206,547

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

    securities $3,187,673

  • 7c · Gain or loss

    securities $18,874

  • 7d · Net gain or loss

    total $18,874 · related or exempt $18,874

  • 11a · Other revenue: BENECARD REBATES

    total $4,171,186 · related or exempt $4,171,186

  • 11b · Other revenue: MISC INCOME

    total $1,688,281 · related or exempt $1,688,281

  • 11c · Other revenue: SALARY REIMBURSEMENTS

    total $147,673 · related or exempt $147,673

  • 11e · Other revenue, total

    $6,007,140

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $89,582,633 · program services $89,582,633

  • 7 · Other salaries and wages

    total $1,467,314 · management and general $1,467,314

  • 9 · Other employee benefits

    total $124,635 · management and general $124,635

  • 10 · Payroll taxes

    total $118,743 · management and general $118,743

  • 11b · Fees: legal

    total $50,196 · management and general $50,196

  • 11c · Fees: accounting

    total $44,500 · management and general $44,500

  • 13 · Office expenses

    total $37,252 · management and general $37,252

  • 14 · Information technology

    total $285,685 · management and general $285,685

  • 17 · Travel

    total $33,047 · management and general $33,047

  • 19 · Conferences, conventions and meetings

    total $56,750 · management and general $56,750

  • 22 · Depreciation, depletion and amortization

    total $18,578 · management and general $18,578

  • 24a · Other expenses: MANAGEMENT FEES

    total $111,308 · management and general $111,308

  • 24b · Other expenses: BENEFIT CONSULTATION

    total $76,965 · management and general $76,965

  • 24c · Other expenses: INVESTMENT ADVISORY

    total $55,063 · management and general $55,063

  • 24d · Other expenses: EQUIPMENT LEASING

    total $45,990 · management and general $45,990

  • 24e · All other expenses

    total $204,261 · management and general $204,261

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $356,315 · end of year $150,000

  • 2 · Savings and temporary cash investments

    beginning of year $6,902,840 · end of year $6,922,357

  • 4 · Accounts receivable

    beginning of year $8,360,738 · end of year $6,539,289

  • 9 · Prepaid expenses and deferred charges

    beginning of year $105,125 · end of year $80,159

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

    $946,833

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

    $725,914

  • 10c · Land, buildings and equipment, net

    beginning of year $239,498 · end of year $220,919

  • 11 · Investments: publicly traded securities

    beginning of year $11,184,406 · end of year $8,903,471

  • 15 · Other assets

    beginning of year $1,252,487 · end of year $1,289,006

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,285,783 · end of year $3,776,442

  • 19 · Deferred revenue

    beginning of year $1,739,512 · end of year $239,512

  • 25 · Other liabilities

    beginning of year $1,026,959

  • 27 · Net assets without donor restrictions

    beginning of year $19,349,155 · end of year $20,089,247

Mission and programs · 2023

Mission

THE FUND PROVIDES HEALTH BENEFITS FOR ALL EMPLOYEES AND ELIGIBLE RETIREES OF THE CITY OF PHILADELPHIA AND/OR ANY AGENCY OF THE CITY OF PHILADELPHIA AND OF ANY OTHER PUBLIC EMPLOYER WHO IS THE PARTY TO A COLLECTIVE BARGAINING AGREEMENT WITH AFSCME DISTRICT COUNCIL 47.

  • HOSPITAL, MEDICAL SURGICAL PREMIUMS AND BENEFITS

    Expenses $59,401,994

  • PRESCRIPTION PLAN BENEFITS

    Expenses $26,304,355

  • DENTAL PLAN BENEFITS

    Expenses $3,637,804

  • VISION PLAN BENEFITS

    Expenses $238,480

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brett Bessler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • April Gigetts

    TRUSTEE / CH

    Total calculated
    $0
    Hours/week
    4

  • Marsha Green-Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jesse Jordan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jose Martinez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Tammy Murphy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Gennifer E Reed

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • David N Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349303415

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