Form 990 for tax year 2025
Filed by INTERNATIONAL BROTHERHOOD OF TEAMSTERS-710 HEALTH & WELFARE FUN.
Totals
- Total revenue
- $45,032,698
- Total expenses
- $33,962,049
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $39,458,249
- Investment income
- $5,569,367
- Other revenue
- $5,082
- Total assets, end of year
- $185,485,710
- Total liabilities, end of year
- $5,734,527
- Net assets or fund balances, end of year
- $179,751,183
- 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 $38,043,173 · related or exempt $38,043,173
-
2b · Program service revenue: RETIREE CONTRIBUTIONS
total $1,205,550 · related or exempt $1,205,550
-
2c · Program service revenue: CLAIMS REFUNDS AND SET
total $141,682 · related or exempt $141,682
-
2d · Program service revenue: PARTICIPANT CONTRIBUTI
total $67,844 · related or exempt $67,844
-
3 · Investment income
total $2,975,278 · excluded $2,975,278
-
7a · Gross sales of assets other than inventory
securities $47,348,055
-
7b · Less cost or other basis and sales expenses
securities $44,753,966
-
7c · Gain or loss
securities $2,594,089
-
7d · Net gain or loss
total $2,594,089 · excluded $2,594,089
-
11a · Other revenue: MISCELLANEOUS INCOME
total $5,082 · related or exempt $5,082
-
11e · Other revenue, total
$5,082
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $31,563,949
-
5 · Compensation of officers, directors and key employees
total $242,736
-
7 · Other salaries and wages
total $488,637
-
8 · Pension plan contributions
total $178,322
-
9 · Other employee benefits
total $192,834
-
10 · Payroll taxes
total $44,111
-
11b · Fees: legal
total $236,547
-
11c · Fees: accounting
total $90,880
-
11f · Fees: investment management
total $175,021
-
11g · Fees: other
total $116,625
-
13 · Office expenses
total $139,895
-
14 · Information technology
total $192,526
-
16 · Occupancy
total $117,329
-
19 · Conferences, conventions and meetings
total $95,646
-
22 · Depreciation, depletion and amortization
total $8,965
-
23 · Insurance
total $78,026
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,743,596 · end of year $23,709,225
-
2 · Savings and temporary cash investments
beginning of year $17,044,978 · end of year $1,067,135
-
4 · Accounts receivable
beginning of year $4,314,506 · end of year $4,737,858
-
9 · Prepaid expenses and deferred charges
beginning of year $81,680 · end of year $235,899
-
10a · Land, buildings and equipment: cost or other basis
$684,761
-
10b · Land, buildings and equipment: accumulated depreciation
$667,114
-
10c · Land, buildings and equipment, net
beginning of year $17,146 · end of year $17,647
-
11 · Investments: publicly traded securities
beginning of year $90,080,335 · end of year $98,596,676
-
12 · Investments: other securities
beginning of year $53,653,148 · end of year $56,507,921
-
15 · Other assets
beginning of year $232,250 · end of year $613,349
-
17 · Accounts payable and accrued expenses
beginning of year $147,908 · end of year $127,330
-
25 · Other liabilities
beginning of year $5,617,049 · end of year $5,607,197
-
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 $161,402,682 · end of year $179,751,183
Mission and programs · 2025
Mission
TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS 710 HEALTH & WELFARE FUND.
-
TO PROVIDE HEALTH, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUGS, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2025 return.
Listed in Part VII
-
Samuel D PilgerSAMUEL D PILGER
CO-CHAIR/TRUSTEE
- Total calculated
- $201,511
- From this org
- $31,361
- From related orgs
- $170,150
- Other
- $0
- Hours/week
- 16 + 16 related
Schedule J breakdown matched by us
- Base
- $31,361 + $170,150 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $31,361 + $170,150 related
-
Gary CaldwellGARY CALDWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 1.5 related
-
Delmar SchaeferDELMAR SCHAEFER
TRUSTEE
- Total calculated
- $255,369
- From this org
- $0
- From related orgs
- $191,421
- Other
- $63,948
- Hours/week
- 1.5 + 46.5 related
Schedule J breakdown matched by us
- Base
- $0 + $181,500 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $7,421 related
- Deferred
- $0 + $31,249 related
- Nontaxable benefits
- $0 + $32,699 related
- Filer's total
- $0 + $255,369 related
-
Michael J CalesMICHAEL J CALES
CO-CHAIR/TRUSTEE
- Total calculated
- $293,679
- From this org
- $0
- From related orgs
- $229,731
- Other
- $63,948
- Hours/week
- 1.5 + 46.5 related
Schedule J breakdown matched by us
- Base
- $0 + $203,500 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $23,731 related
- Deferred
- $0 + $31,249 related
- Nontaxable benefits
- $0 + $32,699 related
- Filer's total
- $0 + $293,679 related
-
Dan HoyerDAN HOYER
TRUSTEE
- Total calculated
- $65,861
- From this org
- $31,361
- From related orgs
- $34,500
- Other
- $0
- Hours/week
- 1.5 + 1.5 related
-
Neil McKinneyNEIL MCKINNEY
TRUSTEE
- Total calculated
- $223,339
- From this org
- $0
- From related orgs
- $159,391
- Other
- $63,948
- Hours/week
- 1.5 + 46.5 related
Schedule J breakdown matched by us
- Base
- $0 + $148,500 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $8,391 related
- Deferred
- $0 + $31,249 related
- Nontaxable benefits
- $0 + $32,699 related
- Filer's total
- $0 + $223,339 related
-
Michael O'MalleyMICHAEL O'MALLEY
ADMINISTRATOR
- Total calculated
- $254,425
- From this org
- $191,815
- From related orgs
- $0
- Other
- $62,610
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $185,815
- Bonus
- $6,000
- Other
- $0
- Deferred
- $31,249
- Nontaxable benefits
- $31,361
- Filer's total
- $254,425
-
Maureen SteffenhagenMAUREEN STEFFENHAGEN
ACCOUNTING MANAGER
- Total calculated
- $173,191
- From this org
- $110,581
- From related orgs
- $0
- Other
- $62,610
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $104,581
- Bonus
- $6,000
- Other
- $0
- Deferred
- $31,249
- Nontaxable benefits
- $31,361
- Filer's total
- $173,191
-
Stacey VavouleasSTACEY VAVOULEAS
CLAIMS MANAGER
- Total calculated
- $173,191
- From this org
- $110,581
- From related orgs
- $0
- Other
- $62,610
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $104,581
- Bonus
- $6,000
- Other
- $0
- Deferred
- $31,249
- Nontaxable benefits
- $31,361
- Filer's total
- $173,191
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
- 2 · Substantiation required before reimbursing expenses
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.
-
IB OF T LOCAL NO 710 PENSION FUND
501(A) · PROVIDE RETIREMENT, DISABILITY AND DEATH BENEFITS · IL
-
501(C)(5) · LABOR ORGANIZATION · IL
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.
-
ABF FREIGHT
-
AURORA PACKING CO D
-
AUTO WAREHOUSING COM
-
BREAKTHRU BEVERAGE G
-
CASSENS TRANSPORT CO
-
CITY FOODS
-
CPC HOME PRODUCTS L
-
DARLING INGREDIENTS
-
FOUR STAR FOODS INC
-
HOFMEISTER JOHN AND
-
IB OF T LOCAL UNI
-
KALUZNY BROTHERS IN
-
L AND L PROVISION
-
LG&ELINDE
-
LINCOLN PROVISIONS I
-
MAHONEY ENVIRONMENTA
-
MARTIN BROWERGSF
-
MONDELEZ GLOBAL LLC
-
MORREALE JOHN R I
-
NEALEY FOODS
-
OFFICE OF THE TRUSTE
-
PACIFIC RAIL SERVICE
-
ROSE PACKING COMPANY
-
SOUTHERN GLAZER'S WI
-
US FOODS INC (DBA
-
VANEK INC
-
VANEK INC - FLATBED
-
WHITE CASTLE SYSTEM
-
WICHITA PACKING COMP
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 11 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202621319349303947
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