Civic Intelligence

United Welfare Fund of Amalamated Local Union 355

990 • Fiscal year 2018 • EIN 11-1823976

May 01, 2017 to Apr 30, 2018 • Filed on Mar 15, 2019

138-50 Queens BlvdBriarwood, NY 11435

(718) 658-4848

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

47th percentile

5.5%

Higher net margin than 47% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

26th percentile

$383,330

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

29th percentile

-0.0%

Faster asset growth than 29% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

3.8%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Assets

Down

$518,010,672

Down $194,376 (-0.0%) from 2017

Net Assets

Down

$515,664,500

Down $173,599 (-0.0%) from 2017

Liabilities

Down

$2,346,172

Down $20,777 (-0.9%) from 2017

Revenue

Up

$185,080,182

Up $6,815,912 (+3.8%) from 2017

Expenses

Up

$174,909,664

Up $6,864,426 (+4.1%) from 2017

Net Income

Down

$10,170,518

Down $48,514 (-0.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0Assets 2010: $480,759,041Liabilities 2010: $3,076,648Net Assets 2010: $477,682,3932010Assets 2011: $487,638,177Liabilities 2011: $2,590,493Net Assets 2011: $485,047,6842011Assets 2012: $494,834,349Liabilities 2012: $1,851,219Net Assets 2012: $492,983,1302012Assets 2013: $493,063,126Liabilities 2013: $663,971Net Assets 2013: $492,399,1552013Assets 2014: $490,749,248Liabilities 2014: $1,473,054Net Assets 2014: $489,276,1942014Assets 2015: $512,720,607Liabilities 2015: $2,410,286Net Assets 2015: $510,310,3212015Assets 2016: $513,889,710Liabilities 2016: $2,261,737Net Assets 2016: $511,627,9732016Assets 2017: $518,205,048Liabilities 2017: $2,366,949Net Assets 2017: $515,838,0992017Assets 2018: $518,010,672Liabilities 2018: $2,346,172Net Assets 2018: $515,664,5002018Assets 2019: $536,913,753Liabilities 2019: $2,231,890Net Assets 2019: $534,681,8632019Assets 2020: $566,453,119Liabilities 2020: $1,923,898Net Assets 2020: $564,529,2212020Assets 2021: $587,072,303Liabilities 2021: $3,819,652Net Assets 2021: $583,252,6512021Assets 2022: $539,950,213Liabilities 2022: $3,629,930Net Assets 2022: $536,320,2832022Assets 2023: $534,072,115Liabilities 2023: $10,916,169Net Assets 2023: $523,155,9462023Assets 2024: $549,647,736Liabilities 2024: $10,537,931Net Assets 2024: $539,109,8052024Assets 2025: $562,609,849Liabilities 2025: $8,660,048Net Assets 2025: $553,949,8012025

Highlighted filing

2018

Assets$518,010,672
Liabilities$2,346,172
Net Assets$515,664,500

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2010: $159,990,6682010Expenses 2011: $166,859,1072011Expenses 2012: $165,867,2962012Revenue 2013: $170,733,921Expenses 2013: $162,805,615Net Income 2013: $7,928,3062013Revenue 2014: $165,891,155Expenses 2014: $158,975,225Net Income 2014: $6,915,9302014Revenue 2015: $176,353,039Expenses 2015: $156,365,812Net Income 2015: $19,987,2272015Revenue 2016: $173,156,714Expenses 2016: $171,380,124Net Income 2016: $1,776,5902016Revenue 2017: $178,264,270Expenses 2017: $168,045,238Net Income 2017: $10,219,0322017Revenue 2018: $185,080,182Expenses 2018: $174,909,664Net Income 2018: $10,170,5182018Revenue 2019: $192,777,975Expenses 2019: $180,384,150Net Income 2019: $12,393,8252019Revenue 2020: $184,894,188Expenses 2020: $170,878,197Net Income 2020: $14,015,9912020Revenue 2021: $196,426,928Expenses 2021: $171,703,371Net Income 2021: $24,723,5572021Revenue 2022: $188,463,045Expenses 2022: $207,452,512Net Income 2022: -$18,989,4672022Revenue 2023: $211,235,056Expenses 2023: $218,896,683Net Income 2023: -$7,661,6272023Revenue 2024: $224,519,776Expenses 2024: $203,481,537Net Income 2024: $21,038,2392024Revenue 2025: $200,904,387Expenses 2025: $212,382,805Net Income 2025: -$11,478,4182025

Highlighted filing

2018

Revenue$185,080,182
Expenses$174,909,664
Net Income$10,170,518
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 15, 2019
Return Version
2017v2.3
Gross Receipts
$350,921,061
Mission and Program Overview

Mission

To provide health, security, death and other supplemental welfare benefits to eligible participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$515,838,099$515,664,500▼ $173,599
Investments in Publicly Traded Securities$499,089,067$502,053,065▲ $2,963,998
Accounts Receivable$5,703,628$5,738,046▲ $34,418
Savings and Temporary Cash Investments$8,908,092$5,443,678▼ $3,464,414
Investments Other Securities$2,200,000$2,200,000→ $0
Land, Buildings, and Equipment, Net$427,046$358,885▼ $68,161
Prepaid Expenses and Deferred Charges$45,932$85,801▲ $39,869
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$518,205,048$518,010,672▼ $194,376
Other Assets Total$1,831,283$2,131,197▲ $299,914
Liabilities
Deferred Revenue$1,784,404$1,615,944▼ $168,460
Other Liabilities$311,111$480,020▲ $168,909
Accounts Payable and Accrued Expenses$271,434$250,208▼ $21,226
Total Liabilities$2,366,949$2,346,172▼ $20,777
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,838,099$515,664,500▼ $173,599
Total Liabilities and Net Assets / Fund Balance$518,205,048$518,010,672▼ $194,376

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$131,329$557,479$688,808
Leasehold Improvements$227,556$353,650$581,206
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph M PecoraWelfare Fund Admin.FT$278,698$104,632$383,330
Steven Elliott JrCIOFT$263,566$111,537$375,103
Matthew T PowerItFT$196,274$50,944$247,218
Steven Elliott SrBusiness Mgr.FT$223,028$19,558$242,586
Sam MatthewsItFT$188,463$48,719$237,182
Jusoah QuiachonItFT$145,343$44,219$189,562

Board Members and Trustees

NameTitle
Agostino VonaEmployer Trustee
Carl CurcioEmployer Trustee
Donald BarkinEmployer Trustee
James GeorgeEmployer Trustee
Larry AmatulliEmployer Trustee
Marc ZergebelEmployer Trustee
Steven BarnaEmployer Trustee
Gandolfo SchiavoneEmployer Trustee (eff 3/2018)
Carol BarkinEmployer Trustee (thru 2/2018)
Charles ShimkusUnion Trustee
James ScagnelliUnion Trustee
Jonathan S AmesUnion Trustee
Kevin BarryUnion Trustee
Lori AmesUnion Trustee
Peter Devito JrUnion Trustee
Troy AndersonUnion Trustee
William SweeneySecurity Fund Admin.

Highest Paid Contractors

ContractorServicesLocationCompensation
Leading Edge AdministratorsMedical Claims Administrator14 WALL STREET - STE 5B, New York, NY 10005$2,962,623
Empire Healthchoice Assurance INCMedical Network Provider1 LIBERTY PLAZA - 165 BROADWAY, New York, NY 10006$2,459,664
4d Pharmacy Management Systems INCPrescriptions Claims Administrator2520 INDUSTRIAL ROW DR, Troy, MI 48084$678,691
Rothman Rocco Laruffa LLPLegal Counsel3 WEST MAIN STREET, Elmsford, NY 10523$530,929
Blackrock Investment Management LLCInvestment Management40 EAST 52ND ST, New York, NY 10022$260,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$176,158,232
Investment Income
$8,946,286
Other Revenue
$-24,336
Change in Net Assets
$10,170,518

Audited Revenue Reconciliation

Revenue per Audited Statements
$184,763,369
Revenue Not Reported on Financial Statements
$316,813
Revenue Not Reported on Form 990
$-10,344,117
Total Revenue per Audited Statements
$174,419,252
Total Revenue per Form 990
$185,080,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,855,728
Salaries, Compensation, and Employee Benefits$3,264,145
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$161,789,791
Other Expenses---$7,263,627
Other Salaries and Wages---$2,070,969
Occupancy---$873,052
Fees for Services Legal---$607,407
Other Employee Benefits---$580,983
Current Officers, Directors, Trustees, and Key Employees---$378,669
Fees for Service Investment Mgmnt Fees---$316,813
Insurance---$171,089
Information Technology---$151,822
Payroll Taxes---$151,501
Fees for Services Accounting---$116,638
Office Expenses---$103,986
Fees for Services Other---$85,326
Depreciation Depletion---$84,206
Pension Plan Contributions---$82,023
Travel---$42,670
Conferences and Meetings---$39,092
Total Functional Expenses$0$0$0$174,909,664

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$174,909,664
Expenses per Audited Statements$174,592,851
Total Expenses per Audited Statements$174,592,851
Expenses Not Reported on Financial Statements$316,813
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family MemberEmploymentNo$375,103
-Family MemberEmploymentNo$242,586
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$480,020
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
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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 A, Line 2

Carol barkin and donald barkin - family relationship jonathan ames and lori ames- family relationship

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 was prepared by the outside accounting firm with assistance from fund personnel and legal counsel and presented to the controller for initial review. The controller then circulated a copy of the draft form 990 to the fund administrator, fund's trustees, officers and legal counsel. After further review and completion of any open items, the final document was circulated to all of the officers and trustees. Who, after their own review, were canvassed for approval for acceptance and authorization to file the form 990 before its due date.

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

The trustees of the fund at their regular meetings take up the business of the organization which may include instances where a conflict of interest may have occured or is subject of discussion. If a conflict of interest is presented, the trustees take appropriate action with any conflicted member abstaining from participation in the discussion and vote. All trustees, officers and employees are covered by conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The fund's governing documents, conflict of interest policy and financial statements are available to all members upon request. Documents are made available to the public to the extent required by law.

FORM 990, PART VII - COLUMN (B) AVG HOURS:

Hours recorded are an estimate of average hours worked per week amongst the tax exempt organizations that the individual holds positions in, where work is assigned as a required component of the person's primary employment. As allocated, work time is devoted to provide necessary support and services needed by the respective organizations' programs.

Filing and Contact Details

Filer

Filer Name
United Welfare Fund
EIN
11-1823976
Phone
7186584848
Address
138-50 QUEENS BLVD, BRIARWOOD, NY 11435

Signing Officer

Name
William Sweeney
Title
Security Fund Administrator
Phone
7186584848
Signed
2019-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Sweeney
Formed
1956
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
18
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan (and its related trust) are intended to be exempt from federal income tax under the provisions of section 501(c)(5) of the internal revenue code (irc), as amended and has obtained a favorable determination letter from the internal revenue service (irs) dated february 1986. The plan has been amended since receiving the determination letter. However, the plan's trustees and the plan's counsel believe that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. The plan's management evaluates tax positions taken by the plan and recognizes a tax liability or asset if an uncertain tax position was taken and it is more likely than not that the tax position would not be sustained upon examination by taxing authorities. The plan is subject to routine audits by taxing jurisdictions.

Raw XML AppendixShowing 400 of 621 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1686159
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1838219
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1942944
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2043719
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2188987
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt226691
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IRS990/Form990PartVIISectionAGrp/PersonNm1LORI AMES
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER DEVITO JR
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES SHIMKUS
IRS990/Form990PartVIISectionAGrp/PersonNm4TROY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES SCAGNELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm7DONALD BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY AMATULLI
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVEN BARNA
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm11AGOSTINO VONA
IRS990/Form990PartVIISectionAGrp/PersonNm12MARC ZERGEBEL
IRS990/Form990PartVIISectionAGrp/PersonNm13CARL CURCIO
IRS990/Form990PartVIISectionAGrp/PersonNm14CAROL BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm15GANDOLFO SCHIAVONE
IRS990/Form990PartVIISectionAGrp/PersonNm16JOSEPH M PECORA
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm18JUSOAH QUIACHON
IRS990/Form990PartVIISectionAGrp/PersonNm19MATTHEW T POWER
IRS990/Form990PartVIISectionAGrp/PersonNm20SAM MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm21STEVEN ELLIOTT JR
IRS990/Form990PartVIISectionAGrp/PersonNm22STEVEN ELLIOTT SR
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16297171
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18151343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19204274
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20193463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21286116
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22235895
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE (THRU 2/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYER TRUSTEE (EFF 3/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt16WELFARE FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECURITY FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt18IT
IRS990/Form990PartVIISectionAGrp/TitleTxt19IT
IRS990/Form990PartVIISectionAGrp/TitleTxt20IT
IRS990/Form990PartVIISectionAGrp/TitleTxt21CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt22BUSINESS MGR.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1245977
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0164569616
IRS990/GrossReceiptsAmt0350921061
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0151822
IRS990/InsuranceGrp/TotalAmt0171089
IRS990/InvestmentIncomeGrp/ExclusionAmt010192263
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010192263
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02200000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0499089067
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0502053065
IRS990/IRPDocumentCnt05925
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0911129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0427046
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0358885
IRS990/LandBldgEquipCostOrOtherBssAmt01270014
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0165815593
IRS990/LessRentalExpensesGrp/RealAmt025286
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0515838099
IRS990/NetAssetsOrFundBalancesEOYAmt0515664500
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1245977
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1245977
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-25286
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-25286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-10344117
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0873052
IRS990/OfficeExpensesGrp/TotalAmt0103986
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01831283
IRS990/OtherAssetsTotalGrp/EOYAmt02131197
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0580983
IRS990/OtherExpensesGrp/Desc0NET REIMB. EXPENSES
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IRS990/OtherLiabilitiesGrp/BOYAmt0311111
IRS990/OtherLiabilitiesGrp/EOYAmt0480020
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0950
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IRS990/OtherSalariesAndWagesGrp/TotalAmt02070969
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0151501
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt082023
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045932
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085801
IRS990/PrincipalOfficerNm0WILLIAM SWEENEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11322182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0174836050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11322182
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0154322049
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07638606
IRS990/PYOtherExpensesAmt010432983
IRS990/PYOtherRevenueAmt011808
IRS990/PYProgramServiceRevenueAmt0170613856
IRS990/PYRevenuesLessExpensesAmt010219032
IRS990/PYSalariesCompEmpBnftPaidAmt03290206
IRS990/PYTotalExpensesAmt0168045238
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178264270
IRS990/ReconcilationRevenueExpnssAmt010170518
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-25286
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0515838099
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0515664500
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08908092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05443678
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0131329
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0557479
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0688808
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0316813
IRS990ScheduleD/ExpensesSubtotalAmt0174592851
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0316813

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$563$8.66$554$201$212$11.5
2024Detailed filing. Detailed filing data is available for this year.$550$10.5$539$225$203$21.0
2023Detailed filing. Detailed filing data is available for this year.$534$10.9$523$211$219$7.66
2022Detailed filing. Detailed filing data is available for this year.$540$3.63$536$188$207$19.0
2021Detailed filing. Detailed filing data is available for this year.$587$3.82$583$196$172$24.7
2020Detailed filing. Detailed filing data is available for this year.$566$1.92$565$185$171$14.0
2019Detailed filing. Detailed filing data is available for this year.$537$2.23$535$193$180$12.4
2018Detailed filing. Detailed filing data is available for this year.$518$2.35$516$185$175$10.2
2017Detailed filing. Detailed filing data is available for this year.$518$2.37$516$178$168$10.2
2016Detailed filing. Detailed filing data is available for this year.$514$2.26$512$173$171$1.78
2015Detailed filing. Detailed filing data is available for this year.$513$2.41$510$176$156$20.0
2014Detailed filing. Detailed filing data is available for this year.$491$1.47$489$166$159$6.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$493$0.66$492$171$163$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$495$1.85$493$166
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$488$2.59$485$167
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$481$3.08$478$160