Civic Intelligence

Industry and Local 338 Welfare Fund Co Associated Administrators LLC

EIN 13-1818220 • 501(c)9 • Sparks, MD

View Organization Page

Profile

The purpose of the plan is to provide health and other benefits to eligible participants.

911 Ridgebrook RoadSparks, MD 21152

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.12x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

42nd percentile

2.9%

Faster asset growth than 42% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$6,782,202

Up $190,316 (+2.9%) from 2024

Liabilities

Down

$359,230

Down $8,435 (-2.3%) from 2024

Net Assets

Up

$6,422,972

Up $198,751 (+3.2%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin42nd percentile

Revenue

Up

$2,886,384

Up $405,835 (+16%) from 2024

Expenses

Down

$2,879,774

Down $342,235 (-11%) from 2024

Net Income

Up

$6,610

Up $748,070 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $4,496,944Liabilities 2010: $1,284,967Net Assets 2010: $3,211,9772010Assets 2011: $3,872,193Liabilities 2011: $1,052,153Net Assets 2011: $2,820,0402011Assets 2012: $4,060,324Liabilities 2012: $1,133,539Net Assets 2012: $2,926,7852012Assets 2013: $5,099,481Liabilities 2013: $1,301,453Net Assets 2013: $3,798,0282013Assets 2014: $6,430,748Liabilities 2014: $1,113,777Net Assets 2014: $5,316,9712014Assets 2015: $7,091,437Liabilities 2015: $499,220Net Assets 2015: $6,592,2172015Assets 2016: $8,007,736Liabilities 2016: $387,398Net Assets 2016: $7,620,3382016Assets 2017: $8,752,110Liabilities 2017: $356,084Net Assets 2017: $8,396,0262017Assets 2018: $8,522,489Liabilities 2018: $407,548Net Assets 2018: $8,114,9412018Assets 2019: $8,632,325Liabilities 2019: $388,667Net Assets 2019: $8,243,6582019Assets 2020: $8,466,854Liabilities 2020: $492,186Net Assets 2020: $7,974,6682020Assets 2021: $8,589,293Liabilities 2021: $424,998Net Assets 2021: $8,164,2952021Assets 2022: $7,355,546Liabilities 2022: $346,493Net Assets 2022: $7,009,0532022Assets 2023: $7,218,047Liabilities 2023: $481,660Net Assets 2023: $6,736,3872023Assets 2024: $6,591,886Liabilities 2024: $367,665Net Assets 2024: $6,224,2212024Assets 2025: $6,782,202Liabilities 2025: $359,230Net Assets 2025: $6,422,9722025

Highlighted filing

2025

Assets$6,782,202
Liabilities$359,230
Net Assets$6,422,972
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,820,8262010Revenue 2011: $5,037,562Expenses 2011: $5,492,217Net Income 2011: -$454,6552011Expenses 2012: $5,550,4142012Revenue 2013: $5,116,384Expenses 2013: $4,186,683Net Income 2013: $929,7012013Revenue 2014: $4,872,073Expenses 2014: $3,512,701Net Income 2014: $1,359,3722014Revenue 2015: $3,717,220Expenses 2015: $2,312,417Net Income 2015: $1,404,8032015Revenue 2016: $2,524,677Expenses 2016: $1,554,599Net Income 2016: $970,0782016Revenue 2017: $2,545,990Expenses 2017: $1,764,676Net Income 2017: $781,3142017Revenue 2018: $2,487,643Expenses 2018: $2,770,623Net Income 2018: -$282,9802018Revenue 2019: $2,591,748Expenses 2019: $2,515,870Net Income 2019: $75,8782019Revenue 2020: $2,155,749Expenses 2020: $2,473,713Net Income 2020: -$317,9642020Revenue 2021: $2,325,540Expenses 2021: $2,505,508Net Income 2021: -$179,9682021Revenue 2022: $2,347,592Expenses 2022: $2,388,172Net Income 2022: -$40,5802022Revenue 2023: $2,064,762Expenses 2023: $2,530,193Net Income 2023: -$465,4312023Revenue 2024: $2,480,549Expenses 2024: $3,222,009Net Income 2024: -$741,4602024Revenue 2025: $2,886,384Expenses 2025: $2,879,774Net Income 2025: $6,6102025

Highlighted filing

2025

Revenue$2,886,384
Expenses$2,879,774
Net Income$6,610
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,782,202
Liabilities
$359,230
Net assets
$6,422,972
Revenue
$2,886,384
Expenses
$2,879,774
Net income
$6,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.78$0.36$6.42$2.89$2.88$0.01
2024Detailed filing. Detailed filing data is available for this year.$6.59$0.37$6.22$2.48$3.22$0.74
2023Detailed filing. Detailed filing data is available for this year.$7.22$0.48$6.74$2.06$2.53$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.35$7.01$2.35$2.39$0.04
2021Detailed filing. Detailed filing data is available for this year.$8.59$0.42$8.16$2.33$2.51$0.18
2020Detailed filing. Detailed filing data is available for this year.$8.47$0.49$7.97$2.16$2.47$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.63$0.39$8.24$2.59$2.52$0.08
2018Detailed filing. Detailed filing data is available for this year.$8.52$0.41$8.11$2.49$2.77$0.28
2017Detailed filing. Detailed filing data is available for this year.$8.75$0.36$8.40$2.55$1.76$0.78
2016Detailed filing. Detailed filing data is available for this year.$8.01$0.39$7.62$2.52$1.55$0.97
2015Detailed filing. Detailed filing data is available for this year.$7.09$0.50$6.59$3.72$2.31$1.40
2014Detailed filing. Detailed filing data is available for this year.$6.43$1.11$5.32$4.87$3.51$1.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$1.30$3.80$5.12$4.19$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$1.13$2.93$5.55
2011Summary only. Only limited summary data is available for this year.$3.87$1.05$2.82$5.04$5.49$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$1.28$3.21$5.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$6,073,704
Mission and Program Overview

Mission

The purpose of the plan is to provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,152,132$6,433,352▲ $281,220
Rtn Earn Endowment Incm Other Fnds$6,224,221$6,422,972▲ $198,751
Accounts Receivable$393,352$234,387▼ $158,965
Prepaid Expenses and Deferred Charges$7,524$4,097▼ $3,427
Cash and Non-Interest-Bearing Accounts$7,124$1,314▼ $5,810
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,591,886$6,782,202▲ $190,316
Other Assets Total$31,754$109,052▲ $77,298
Liabilities
Accounts Payable and Accrued Expenses$167,665$189,230▲ $21,565
Other Liabilities$200,000$170,000▼ $30,000
Total Liabilities$367,665$359,230▼ $8,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,224,221$6,422,972▲ $198,751
Total Liabilities and Net Assets / Fund Balance$6,591,886$6,782,202▲ $190,316
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Chris PalmerTrustee (employer)
Daniel MaldonadoTrustee (union)
Lori PoleselTrustee (union)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,548,723
Investment Income
$337,661
Other Revenue
$0
Change in Net Assets
$6,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,869,713
Revenue Not Reported on Financial Statements
$16,671
Revenue Not Reported on Form 990
$192,141
Total Revenue per Audited Statements
$3,061,854
Total Revenue per Form 990
$2,886,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,640,654
Fees for Services Management---$87,564
Fees for Services Accounting---$62,773
Fees for Services Other---$38,750
Fees for Service Investment Mgmnt Fees---$16,671
Fees for Services Legal---$14,680
Other Expenses---$8,834
Insurance---$4,929
Office Expenses---$4,919
Total Functional Expenses$0$0$0$2,879,774

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,893,103
Total Expenses per Audited Statements$2,893,103
Total Expenses per Form 990$2,879,774
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-13,329
Other Expense Adjustments$-30,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$170,000
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 35% controlled entity
No
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 11B

“The form 990 was prepared in coordination with the board of trustees and associated administrators, llc, the fund's tpa. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“Periodic reviews of the conflict of interest policy requirements are performed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available to all participants upon request. Documents are available to the public upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Industry and Local 338 Welfare Fund
EIN
13-1818220
Phone
4106837798
Address
911 RIDGEBROOK ROAD, SPARKS, MD 21152

Signing Officer

Name
Daniel Maldonado
Title
Trustee
Phone
4106837798
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Polesel
Formed
1950
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Vincent F Panettieri
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefits currently payable -30,000.”

Raw XML Appendix325 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum04106837722
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0911 RIDGEBROOK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPARKS
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt062773
IRS990/FeesForServicesLegalGrp/TotalAmt014680
IRS990/FeesForServicesManagementGrp/TotalAmt087564
IRS990/FeesForServicesOtherGrp/TotalAmt038750
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016671
IRS990/ForeignActivitiesInd00
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IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL MALDONADO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (UNION)
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE (UNION)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (EMPLOYER)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt082891
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03270211
IRS990/GrossReceiptsAmt06073704
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06152132
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IRS990/IRPDocumentCnt03
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03187320
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0192141
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0170000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN BENEFITS CURRENTLY PAYABLE -30,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE BOARD OF TRUSTEES AND ASSOCIATED ADMINISTRATORS, LLC, THE FUND'S TPA. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY REQUIREMENTS ARE PERFORMED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. NAME FIRST STUDENT L.P. TRANSPORTATION INC. MONDELEZ GLOBAL LLC PARACO GAS CORP. PRECAST CONCRETE SALES CO. ORANGE COUNTY WESTCHESTER LOCAL 860
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE R ATTACHMENT, IDENTIFICATION OF RELATED ORGANIZATIONS
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL MALDONADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDUSTRY AND LOCAL 338 WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ASSOCIATED ADMINISTRATORS LLC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTHEIS & PANETTIERI LLP
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT F PANETTIERI
ReturnHeader/ReturnTs02026-02-02T10:31:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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