Form 990 for tax year 2023
Filed by SUSQUEHANNA LABORERS COMBINED HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $2,062,961
- Total expenses
- $2,245,052
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,022,504
- Investment income
- $35,399
- Other revenue
- $5,058
- Total assets, end of year
- $876,332
- Total liabilities, end of year
- $196,710
- Net assets or fund balances, end of year
- $679,622
- Program services expenses (Part IX)
- $2,245,052
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,245,052
Program services were 100.0% 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: EMPLOYER CONTRIBUTIONS
total $1,816,806 · related or exempt $1,816,806
-
2b · Program service revenue: PARTICIPANT CONTRIBUTI
total $205,698 · related or exempt $205,698
-
3 · Investment income
total $35,974 · excluded $35,974
-
7a · Gross sales of assets other than inventory
securities $147,532
-
7b · Less cost or other basis and sales expenses
securities $148,107
-
7c · Gain or loss
securities -$575
-
7d · Net gain or loss
total -$575 · excluded -$575
-
11a · Other revenue: OTHER INCOME
total $5,058 · related or exempt $5,058
-
11e · Other revenue, total
$5,058
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $1,599,938 · program services $1,599,938
-
11a · Fees: management
total $178,300 · program services $178,300
-
11b · Fees: legal
total $45,227 · program services $45,227
-
11c · Fees: accounting
total $37,025 · program services $37,025
-
11f · Fees: investment management
total $8,836 · program services $8,836
-
11g · Fees: other
total $119,925 · program services $119,925
-
13 · Office expenses
total $3,704 · program services $3,704
-
23 · Insurance
total $96,816 · program services $96,816
-
24a · Other expenses: AMOUNTS PAID TO OTHER P
total $153,854 · program services $153,854
-
24b · Other expenses: FEES MANDATED BY ACA
total $1,177 · program services $1,177
-
24c · Other expenses: DUES
total $250 · program services $250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $177,873 · end of year $217,358
-
2 · Savings and temporary cash investments
beginning of year $1,168 · end of year $2,969
-
4 · Accounts receivable
beginning of year $1,179,990 · end of year $18,221
-
9 · Prepaid expenses and deferred charges
beginning of year $3,187 · end of year $1,390
-
11 · Investments: publicly traded securities
beginning of year $621,519 · end of year $636,394
-
17 · Accounts payable and accrued expenses
beginning of year $60,458 · end of year $21,137
-
19 · Deferred revenue
beginning of year $16,318 · end of year $15,221
-
25 · Other liabilities
beginning of year $1,045,628 · end of year $160,352
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
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 $861,333 · end of year $679,622
Mission and programs · 2023
Mission
NONE
Activities or mission (Part I)
TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS AND THEIR DEPENDENTS.
-
THE PALN PROVIDES MEDICAL, HOSPITAL CARE, DENTAL, OPTICAL, LIFE INSURANCE, DISABILITY AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Expenses $2,245,052
As filed on the 2023 return.
Listed in Part VII
-
Philip AmerisPHILIP AMERIS
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 40 related
-
Chris WalshCHRIS WALSH
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 40 related
-
Jon O'BrienJON O'BRIEN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
George HardyGEORGE HARDY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Keith TonerKEITH TONER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 40 related
-
William BrightbillWILLIAM BRIGHTBILL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jerome UrbanJEROME URBAN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 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.
-
LABORERS INTERNATIONAL UNION OF NORTH AMERICA 1180
501(C)5 · PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITIONS FOR 1180 MEMBERS · PA
-
SUSQUEHANNA LABORERS COMBINED PENSION FUND
401(A) · COLLECTIVELY BARGAINED MULTIEMPLOYER PENSION TRUST · PA
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.
-
ALLIED POWER LLC
LA · share of income $163,425
-
CARETTI INC
PA · share of income $400,481
-
ENERFAB POWER & INDSITRIAL LLC
OH · share of income $93,312
-
JINGOLI DECOMISSIONING LLC
UT · share of income $235,980
-
HUFNAGLE MAINTENANCE SOLUTIONS
PA · share of income $205,846
-
NOVINGERS INC
PA · share of income $99,561
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510719349302111
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