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← LOCAL 106 HEALTH & WELFARE FUND TRUST

Form 990 for tax year 2024

Filed by LOCAL 106 HEALTH & WELFARE FUND TRUST.

Totals

Total revenue
$808,635
Total expenses
$817,331
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$791,908
Investment income
$16,727
Other revenue
$0
Total assets, end of year
$445,995
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$445,995
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 $770,123 · related or exempt $770,123

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $17,180 · related or exempt $17,180

  • 2c · Program service revenue: LIQUIDATED DAMAGES

    total $4,605 · related or exempt $4,605

  • 3 · Investment income

    total $16,727 · excluded $16,727

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $711,812

  • 11a · Fees: management

    total $59,962

  • 11b · Fees: legal

    total $4,140

  • 11c · Fees: accounting

    total $14,000

  • 13 · Office expenses

    total $2,052

  • 16 · Occupancy

    total $2,400

  • 19 · Conferences, conventions and meetings

    total $15,033

  • 23 · Insurance

    total $5,623

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,550

  • 24b · Other expenses: BANK FEES

    total $759

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $355,646 · end of year $343,558

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,339 · end of year $1,339

  • 11 · Investments: publicly traded securities

    beginning of year $100,678 · end of year $101,098

  • 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 $457,663 · end of year $445,995

Mission and programs · 2024

Mission

TO PROVIDE HEALTH, DENTAL, AND LIFE BENEFITS THROUGH INSURANCE CARRIERS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH, DENTAL, AND LIFE BENEFITS THROUGH INSURANCE CARRIERS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Kevin Carter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • Victoria Hand

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • Abrahan Gamboa

    TRUSTEE

    Total calculated
    $130,951
    From this org
    $0
    From related orgs
    $96,737
    Other
    $34,214
    Hours/week
    1.5 + 40 related

  • Charles Bridgemon

    TRUSTEE

    Total calculated
    $220,188
    From this org
    $0
    From related orgs
    $166,040
    Other
    $54,148
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,400 related
    Bonus
    $0
    Other
    $0 + $2,640 related
    Deferred
    $0 + $34,944 related
    Nontaxable benefits
    $0 + $19,204 related
    Filer's total
    $0 + $220,188 related

  • Tiffany Thompson

    TRUSTEE

    Total calculated
    $128,940
    From this org
    $0
    From related orgs
    $93,737
    Other
    $35,203
    Hours/week
    1.5 + 40 related

  • Devona Harris Goodlow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • Kathy Krueger

    PLAN ADMINISTRATOR

    Total calculated
    $59,962
    From this org
    $59,962
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

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.

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.

  • BOHEMIAN NATIONAL CEMETERY

    CONTRIBUTING EMPLOYER

  • WASHINGTON MEMORY GARDENS

    CONTRIBUTING EMPLOYER

  • BETHANIA CEMETERY

    CONTRIBUTING EMPLOYER

  • CALUMET MEMORIAL PARK DISTRICT

    CONTRIBUTING EMPLOYER

  • ISSORG INC

    CONTRIBUTING EMPLOYER

  • MOUNT GLENWOOD SOUTH CEMETERY

    CONTRIBUTING EMPLOYER

  • RANDHILL SHALOM CEMETERY

    CONTRIBUTING EMPLOYER

  • RESTVALE CEMETERY

    CONTRIBUTING EMPLOYER

  • WESTLAWN CEMETERY

    CONTRIBUTING EMPLOYER

  • MOUNT GREENWOOD CEMETERY

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2025
IRS schema version
2024v5.1
Source object
202531329349305408

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