Civic Intelligence

Ufcw and Participating Employers New England Health Fund

990 • Fiscal year 2014 • EIN 06-6069081

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileN/A

View Organization Page

290 Post Road West PO Box 470Westport, CT 06881-0470

(203) 226-4751

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.11x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.17x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

42nd percentile

3.5%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-6.9%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$38,394,259

Up $1,296,558 (+3.5%) from 2013

Net Assets

Up

$34,049,604

Up $2,734,730 (+8.7%) from 2013

Liabilities

Down

$4,344,655

Down $1,438,172 (-25%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin66th percentile

Revenue

Down

$25,424,917

Down $1,878,563 (-6.9%) from 2013

Expenses

Down

$22,878,235

Down $4,538,216 (-17%) from 2013

Net Income

Up

$2,546,682

Up $2,659,653 (+2354%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $28,928,435Liabilities 2010: $5,012,839Net Assets 2010: $23,915,5962010Assets 2011: $30,377,431Liabilities 2011: $4,196,387Net Assets 2011: $26,181,0442011Assets 2012: $34,244,532Liabilities 2012: $4,527,359Net Assets 2012: $29,717,1732012Assets 2013: $37,097,701Liabilities 2013: $5,782,827Net Assets 2013: $31,314,8742013Assets 2014: $38,394,259Liabilities 2014: $4,344,655Net Assets 2014: $34,049,6042014Assets 2015: $39,191,490Liabilities 2015: $4,669,059Net Assets 2015: $34,522,4312015Assets 2016: $40,883,750Liabilities 2016: $4,593,153Net Assets 2016: $36,290,5972016Assets 2017: $43,190,081Liabilities 2017: $4,869,299Net Assets 2017: $38,320,7822017Assets 2018: $43,779,549Liabilities 2018: $5,234,422Net Assets 2018: $38,545,1272018Assets 2019: $47,855,054Liabilities 2019: $5,043,939Net Assets 2019: $42,811,1152019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $128,548,713Liabilities 2021: $12,362,658Net Assets 2021: $116,186,0552021Assets 2022: $102,915,649Liabilities 2022: $12,938,092Net Assets 2022: $89,977,5572022Assets 2023: $90,234,852Liabilities 2023: $12,072,901Net Assets 2023: $78,161,9512023Assets 2024: $87,808,134Liabilities 2024: $15,061,299Net Assets 2024: $72,746,8352024

Highlighted filing

2014

Assets$38,394,259
Liabilities$4,344,655
Net Assets$34,049,604
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $26,103,6242010Expenses 2011: $23,710,7262011Expenses 2012: $24,045,9302012Revenue 2013: $27,303,480Expenses 2013: $27,416,451Net Income 2013: -$112,9712013Revenue 2014: $25,424,917Expenses 2014: $22,878,235Net Income 2014: $2,546,6822014Revenue 2015: $26,294,078Expenses 2015: $25,482,685Net Income 2015: $811,3932015Revenue 2016: $25,970,393Expenses 2016: $25,207,303Net Income 2016: $763,0902016Revenue 2017: $29,687,248Expenses 2017: $28,385,778Net Income 2017: $1,301,4702017Revenue 2018: $30,652,365Expenses 2018: $28,863,988Net Income 2018: $1,788,3772018Revenue 2019: $29,865,402Expenses 2019: $28,355,778Net Income 2019: $1,509,6242019Revenue 2020: $31,262,466Expenses 2020: $21,574,918Net Income 2020: $9,687,5482020Revenue 2021: $142,590,701Expenses 2021: $150,425,218Net Income 2021: -$7,834,5172021Revenue 2022: $119,544,052Expenses 2022: $141,128,900Net Income 2022: -$21,584,8482022Revenue 2023: $138,304,266Expenses 2023: $154,445,122Net Income 2023: -$16,140,8562023Revenue 2024: $151,860,719Expenses 2024: $158,954,925Net Income 2024: -$7,094,2062024

Highlighted filing

2014

Revenue$25,424,917
Expenses$22,878,235
Net Income$2,546,682
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$28,787,889
Mission and Program Overview

Mission

To provide health and welfare benefits to members who participate in the fund.

To provide benefits for the members who participate in this fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,314,874$34,049,604▲ $2,734,730
Investments in Publicly Traded Securities$23,418,371$24,395,156▲ $976,785
Investments Other Securities$8,951,201$9,051,887▲ $100,686
Savings and Temporary Cash Investments$4,073,249$4,445,146▲ $371,897
Accounts Receivable$628,590$464,866▼ $163,724
Prepaid Expenses and Deferred Charges$17,275$27,279▲ $10,004
Land, Buildings, and Equipment, Net$7,217$8,127▲ $910
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,097,701$38,394,259▲ $1,296,558
Other Assets Total$1,798$1,798→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,782,827$4,344,655▼ $1,438,172
Total Liabilities$5,782,827$4,344,655▼ $1,438,172
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,314,874$34,049,604▲ $2,734,730
Total Liabilities and Net Assets / Fund Balance$37,097,701$38,394,259▲ $1,296,558

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,862$102,799$108,661
Other Land Buildings$2,265$13,957$16,222
Other Securities$410,000--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Jason ParadisEmployer Trustee
Joel BooneEmployer Trustee
Pat DurningEmployer Trustee
Stephen BrownEmployer Trustee
Brian TruiniUnion Trustee
Keri HoehneUnion Trustee
Ronald PetronellaUnion Trustee
Thomas WilkinsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,500,199
Investment Income
$924,718
Other Revenue
$0
Change in Net Assets
$2,546,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,357,877
Revenue Not Reported on Financial Statements
$67,040
Revenue Not Reported on Form 990
$188,048
Total Revenue per Audited Statements
$25,545,925
Total Revenue per Form 990
$25,424,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,275,032
Salaries, Compensation, and Employee Benefits$679,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,924,034
Other Salaries and Wages---$448,759
Information Technology---$165,680
Office Expenses---$155,035
Occupancy---$122,982
Pension Plan Contributions---$110,828
Fees for Services Accounting---$94,793
Other Employee Benefits---$67,763
Fees for Service Investment Mgmnt Fees---$67,040
Fees for Services Legal---$54,644
Payroll Taxes---$51,819
All Other Expenses---$51,191
Other Expenses---$33,414
Conferences and Meetings---$18,326
Insurance---$5,876
Depreciation Depletion---$3,757
Total Functional Expenses$0$0$0$22,878,235

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,226,941
Total Expenses per Audited Statements$24,226,941
Total Expenses per Form 990$22,878,235
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,348,706
Other Expense Adjustments$-1,415,746
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is presented to the board of trustees at a meeting and the trustees sign the return.”

Form 990, Part VI, Section B, Line 12C

“Each trustee must sign a statement annually that he understands the conflict of interest policy and will comply with the policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Amalgamated Welfare Trust Fund
EIN
06-6069081
Phone
2032264751
Address
290 POST ROAD WEST PO BOX 470, WESTPORT, CT 06881-0470

Signing Officer

Name
Thomas Wilkinson
Title
Union Trustee
Phone
2032264751
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Wilkinson
Formed
1959
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
8

Preparer

Firm
Weisermazars Llp
Address
135 WEST 50TH STREET, NEW YORK, NY 10020
Preparer
Israel Tannenbaum
Phone
2128127000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Decrease - health claims currently payable -454,842. Decrease - claims incurred but not reported -960,904.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05782827
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04344655
IRS990/AccountsReceivableGrp/BOYAmt0628590
IRS990/AccountsReceivableGrp/EOYAmt0464866
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFITS FOR THE MEMBERS WHO PARTICIPATE IN THIS FUND.
IRS990/AllOtherExpensesGrp/TotalAmt051191
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt019924034
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE AMALGAMATED WELFARE TRUST FUND
IRS990/BooksInCareOfDetail/PhoneNum02032264751
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 POST ROAD WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0068810470
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt018326
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt019924034
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0924718
IRS990/CYOtherExpensesAmt02275032
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt024500199
IRS990/CYRevenuesLessExpensesAmt02546682
IRS990/CYSalariesCompEmpBnftPaidAmt0679169
IRS990/CYTotalExpensesAmt022878235
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025424917
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03757
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS WHO PARTICIPATE IN THE FUND.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt094793
IRS990/FeesForServicesLegalGrp/TotalAmt054644
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt067040
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1RONALD PETRONELLA
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN TRUINI
IRS990/Form990PartVIISectionAGrp/PersonNm3KERI HOEHNE
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHEN BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOEL BOONE
IRS990/Form990PartVIISectionAGrp/PersonNm6JASON PARADIS
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT DURNING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0378704
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03741676
IRS990/GrossReceiptsAmt028787889
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0165680
IRS990/InsuranceGrp/TotalAmt05876
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0546014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0546014
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08951201
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09051887
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023418371
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024395156
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0116756
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07217
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08127
IRS990/LandBldgEquipCostOrOtherBssAmt0124883
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03362972
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS WHO PARTICIPATE IN THE FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031314874
IRS990/NetAssetsOrFundBalancesEOYAmt034049604
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0378704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0378704
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0188048
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0122982
IRS990/OfficeExpensesGrp/TotalAmt0155035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01798
IRS990/OtherAssetsTotalGrp/EOYAmt01798
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067763
IRS990/OtherExpensesGrp/Desc0CONTRACT ADMINISTRATORS
IRS990/OtherExpensesGrp/Desc1CONSULTANTS
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/TotalAmt01367571
IRS990/OtherExpensesGrp/TotalAmt180103
IRS990/OtherExpensesGrp/TotalAmt254620
IRS990/OtherExpensesGrp/TotalAmt333414
IRS990/OtherSalariesAndWagesGrp/TotalAmt0448759
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt051819
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0110828
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017275
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027279
IRS990/PrincipalOfficerNm0THOMAS WILKINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524298
IRS990/ProgramServiceRevenueGrp/BusinessCd1524298
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022954921
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11545278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022954921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11545278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt023801586
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01082293
IRS990/PYOtherExpensesAmt02972859
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026221187
IRS990/PYRevenuesLessExpensesAmt0-112971
IRS990/PYSalariesCompEmpBnftPaidAmt0642006
IRS990/PYTotalExpensesAmt027416451
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027303480
IRS990/ReconcilationRevenueExpnssAmt02546682
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031314874
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034049604
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04073249
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04445146
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05862
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102799
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0108661
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-1348706
IRS990ScheduleD/ExpensesSubtotalAmt024226941
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt067040
IRS990ScheduleD/InvestmentExpensesNotIncldAmt067040
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0188048
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-1415746
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02265
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013957
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016222
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08641887
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1410000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0290 POST ROAD WEST CORP.-WHOLLY-OWNED SUBSIDIARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0188048
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt067040
IRS990ScheduleD/RevenueSubtotalAmt025357877
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DECREASE - HEALTH CLAIMS CURRENTLY PAYABLE -454,842. DECREASE - CLAIMS INCURRED BUT NOT REPORTED -960,904.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08127
IRS990ScheduleD/TotalBookValueSecuritiesAmt09051887
IRS990ScheduleD/TotalExpensesPerForm990Amt022878235
IRS990ScheduleD/TotalRevenuePerForm990Amt025424917
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025545925
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024226941
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AT A MEETING AND THE TRUSTEES SIGN THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE MUST SIGN A STATEMENT ANNUALLY THAT HE UNDERSTANDS THE CONFLICT OF INTEREST POLICY AND WILL COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AMALGAMATED WELFARE TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0290 POST ROAD WEST CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061318049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOLDING CORPORATION OF OFFICE BUILDING LEASED TO ABOVE RELATED ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0290 POST ROAD WESTPO BOX 470
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WESTPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0068810470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0122982
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0290 POST ROAD WEST CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt037097701
IRS990/TotalAssetsEOYAmt038394259
IRS990/TotalAssetsGrp/BOYAmt037097701
IRS990/TotalAssetsGrp/EOYAmt038394259
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt022878235
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05782827
IRS990/TotalLiabilitiesEOYAmt04344655
IRS990/TotalLiabilitiesGrp/BOYAmt05782827
IRS990/TotalLiabilitiesGrp/EOYAmt04344655
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031314874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034049604
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt024500199
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025424917
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025424917
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037097701
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038394259
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
IRS990/USAddress/CityNm0WESTPORT
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0068810470
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032264751
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMALGAMATED WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0066069081
ReturnHeader/Filer/PhoneNum02032264751
ReturnHeader/Filer/USAddress/AddressLine1Txt0290 POST ROAD WEST PO BOX 470
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068810470
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131459550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEISERMAZARS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 WEST 50TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010020
ReturnHeader/PreparerPersonGrp/PhoneNum02128127000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISRAEL TANNENBAUM
ReturnHeader/ReturnTs02015-11-12T09:19:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,394,259
Liabilities
$4,344,655
Net assets
$34,049,604
Revenue
$25,424,917
Expenses
$22,878,235
Net income
$2,546,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$15.1$72.7$152$159$7.09
2023Detailed filing. Detailed filing data is available for this year.$90.2$12.1$78.2$138$154$16.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$12.9$90.0$120$141$21.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$12.4$116$143$150$7.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$31.3$21.6$9.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.9$5.04$42.8$29.9$28.4$1.51
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.8$5.23$38.5$30.7$28.9$1.79
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.2$4.87$38.3$29.7$28.4$1.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$4.59$36.3$26.0$25.2$0.76
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$4.67$34.5$26.3$25.5$0.81
2014Detailed filing. Detailed filing data is available for this year.$38.4$4.34$34.0$25.4$22.9$2.55
2013Detailed filing. Detailed filing data is available for this year.$37.1$5.78$31.3$27.3$27.4$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$4.53$29.7$24.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$4.20$26.2$23.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.01$23.9$26.1