Form 990 for tax year 2023
Filed by UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $39,408,640
- Total expenses
- $24,017,122
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $29,828,116
- Investment income
- $8,616,742
- Other revenue
- $963,782
- Total assets, end of year
- $171,289,299
- Total liabilities, end of year
- $51,914
- Net assets or fund balances, end of year
- $171,237,385
- 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 $29,695,686 · related or exempt $29,695,686
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $132,430 · related or exempt $132,430
-
3 · Investment income
total $3,651,742 · excluded $3,651,742
-
7a · Gross sales of assets other than inventory
securities $146,937,632
-
7b · Less cost or other basis and sales expenses
securities $141,972,632
-
7c · Gain or loss
securities $4,965,000
-
7d · Net gain or loss
total $4,965,000 · excluded $4,965,000
-
11a · Other revenue: PRESCRIPTION REBATES
total $963,782 · related or exempt $963,782
-
11e · Other revenue, total
$963,782
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $22,831,273
-
11a · Fees: management
total $36,704
-
11b · Fees: legal
total $54,309
-
11c · Fees: accounting
total $60,785
-
11f · Fees: investment management
total $112,182
-
11g · Fees: other
total $805,987
-
13 · Office expenses
total $40,849
-
14 · Information technology
total $1,800
-
23 · Insurance
total $36,216
-
24a · Other expenses: PCORI FEES
total $29,592
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $7,425
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,656,311 · end of year $2,597,742
-
2 · Savings and temporary cash investments
beginning of year $6,177 · end of year $111,322
-
4 · Accounts receivable
beginning of year $2,063,607 · end of year $2,360,039
-
9 · Prepaid expenses and deferred charges
beginning of year $73,031 · end of year $73,056
-
11 · Investments: publicly traded securities
beginning of year $129,523,123 · end of year $60,773,379
-
12 · Investments: other securities
beginning of year $15,440,591 · end of year $105,373,761
-
17 · Accounts payable and accrued expenses
beginning of year $27,967 · end of year $51,914
-
27 · Net assets without donor restrictions
beginning of year $149,734,873 · end of year $171,237,385
Mission and programs · 2023
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 2023 return.
Listed in Part VII
-
Lee EllisLEE ELLIS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael ColemanMICHAEL COLEMAN
UNION TRUSTEE
- Total calculated
- $341,498
- From this org
- $0
- From related orgs
- $288,094
- Other
- $53,404
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $285,266 related
- Bonus
- $0
- Other
- $0 + $2,828 related
- Deferred
- $0 + $53,404 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $341,498 related
-
Shawn GarveySHAWN GARVEY
UNION TRUSTEE
- Total calculated
- $255,947
- From this org
- $0
- From related orgs
- $188,883
- Other
- $67,064
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $177,658 related
- Bonus
- $0
- Other
- $0 + $11,225 related
- Deferred
- $0 + $34,510 related
- Nontaxable benefits
- $0 + $32,554 related
- Filer's total
- $0 + $255,947 related
-
Michael SallachMICHAEL SALLACH
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nathan FisherNATHAN FISHER
FRMR EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nicholl SalamoneNICHOLL SALAMONE
FRMR EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick DillonPATRICK DILLON
UNION TRUSTEE
- Total calculated
- $380,580
- From this org
- $0
- From related orgs
- $290,618
- Other
- $89,962
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $286,315 related
- Bonus
- $0
- Other
- $0 + $4,303 related
- Deferred
- $0 + $53,404 related
- Nontaxable benefits
- $0 + $36,558 related
- Filer's total
- $0 + $380,580 related
-
Debbie SychDEBBIE SYCH
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tina HayesTINA HAYES
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.
-
UTILITY WORKERS UNION OF AMERICA
501(C)(5) · PARTICIPATING EMPLOYER · DC
-
MICHIGAN STATE UTILITY WORKERS COUNCIL
501(C)(5) · PARTICIPATING EMPLOYER · MI
-
UWUA POWER FOR AMERICA TRAINING TRUST
501(C)(3) · PARTICCIPATING EMPLOYER · MI
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
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403119349304350
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