Form 990 for tax year 2023
Filed by UA LOCAL 190 HEALTH AND WELFARE PLAN AND TR.
Totals
- Total revenue
- $21,873,045
- Total expenses
- $21,275,190
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $20,979,044
- Investment income
- $894,001
- Other revenue
- $0
- Total assets, end of year
- $33,903,445
- Total liabilities, end of year
- $1,569,227
- Net assets or fund balances, end of year
- $32,334,218
- 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 $19,700,946 · related or exempt $19,700,946
-
2b · Program service revenue: Participant Contributions
total $1,278,098 · related or exempt $1,278,098
-
3 · Investment income
total $894,001 · excluded $894,001
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 $20,056,643
-
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 $256,477
-
11b · Fees: legal
total $52,871
-
11c · Fees: accounting
total $37,215
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $15,032
-
11g · Fees: other
total $34,711
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $18,097
-
14 · Information technology
total $1,854
-
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 $1,795
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,995
-
24a · Other expenses: Blue Cross Blue Shield administrative fees
total $708,449
-
24b · Other expenses: Delta Dental administrative fees
total $56,841
-
24e · All other expenses
total $29,210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,712,136 · end of year $1,793,229
-
2 · Savings and temporary cash investments
beginning of year $1,715,344 · end of year $477,206
-
4 · Accounts receivable
beginning of year $2,022,102 · end of year $2,268,303
-
9 · Prepaid expenses and deferred charges
beginning of year $244,106 · end of year $241,912
-
11 · Investments: publicly traded securities
beginning of year $26,075,128 · end of year $29,111,822
-
15 · Other assets
beginning of year $64,333 · end of year $10,973
-
17 · Accounts payable and accrued expenses
beginning of year $303,583 · end of year $185,497
-
25 · Other liabilities
beginning of year $1,156,225 · end of year $1,383,730
-
31 · Retained earnings, endowment or other funds
beginning of year $30,373,341 · end of year $32,334,218
Mission and programs · 2023
Mission
Payment of health care claims and insurance premiums on behalf of union members and their dependents
-
All revenues and expenses are related to paying health and welfare claims and premiums of union members and their dependents
As filed on the 2023 return.
Listed in Part VII
-
David Forbes
Chairman
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Jeremy Finn
Secretary
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Doug Mayher Jr
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Nancy Cummins
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Walter Cosens
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Randall Whitaker
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Cynthia Maher
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Patrick Duffy
Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Joseph Romine
Alternate Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 related
-
Jessica Arndt
Alternate Trustee
- Total calculated
- $0
- Hours/week
- 0.1 + 0.4 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.
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.
-
501c17 · Sub Fund · MI
-
UA Local 190 Pension Plan
501a · DB Pension · MI
-
UA Local 190 Defined Contribution Plan
501a · DC Pension · MI
-
UA Local 190 Individual HRA Plan
501c9 · Health Savings · MI
-
501c5 · Collective Bargaining · MI
-
501c6 · Industry Advancement · MI
-
Board of Trustees of the UA Local 190 Health & Welfare Trust
501c9 · VEBA · MI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530839349301163
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.