- Revenue 2024
- $121,410,880
- Expenses 2024
- $102,872,511
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 650 RIDGE RD STE 300
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
-
THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
Expenses $102,872,511 · Revenue $121,410,880
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Richard F FoleyRICHARD F FOLEY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald J MadejaDONALD J MADEJA
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth W UmbelKENNETH W UMBEL
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sean P FoleySEAN P FOLEY
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Joel L NiecgorskiJOEL L NIECGORSKI
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Wade J BaumgartnerWADE J BAUMGARTNER
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul A Simpson IIIPAUL A SIMPSON III
LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert BuechelROBERT BUECHEL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Frederick EpiscopoFREDERICK EPISCOPO
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert M Cane IIROBERT M CANE II
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason MalatakJASON MALATAK
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert McCallROBERT MCCALL
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert F LeaheyROBERT F LEAHEY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael PenrodMICHAEL PENROD
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
William C SprouleWILLIAM C SPROULE
CHAIRMAN - LABOR TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David D DaquelenteDAVID D DAQUELENTE
CO-CHAIRMAN - MANAGEMENT T
- Total calculated
- $0
- Hours/week
- 0.5
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $121,410,880
- Expenses
- $102,872,511
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $139,664,422
- Expenses
- $100,600,545
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $43,537,187
- Expenses
- $97,211,044
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $43,466,907
- Expenses
- $98,486,273
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $115,412,264
- Expenses
- $74,511,472
- Assets (EOY)
- $403,288,662
-
2021 · 990
- Revenue
- $115,412,264
- Expenses
- $74,511,472
- Assets (EOY)
- $403,288,662
-
2020 · 990
- Revenue
- $96,739,113
- Expenses
- $72,589,991
- Assets (EOY)
- $321,818,536
-
2019 · 990
- Revenue
- $122,243,592
- Expenses
- $65,079,826
- Assets (EOY)
- $295,498,666
-
2018 · 990
- Revenue
- $65,568,274
- Expenses
- $65,242,044
- Assets (EOY)
- $238,830,386
-
2017 · 990
- Revenue
- $92,078,481
- Expenses
- $61,390,098
- Assets (EOY)
- $237,462,684
-
2016 · 990
- Revenue
- $77,293,905
- Expenses
- $62,716,911
- Assets (EOY)
- $206,114,447
-
2015 · 990
- Revenue
- $62,589,648
- Expenses
- $55,186,299
- Assets (EOY)
- $192,390,106
-
2014 · 990
- Revenue
- $68,284,282
- Expenses
- $59,090,406
- Assets (EOY)
- $184,670,171
-
2013 · 990
- Revenue
- $73,572,082
- Expenses
- $55,943,790
- Assets (EOY)
- $174,651,724
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2024 return
-
INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR
Related corporations and trusts on its 2024 return
-
INFORMATION IS MAINTAINED BY THE PLAN ADMINISTRATOR
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.