Civic Intelligence

American Postal Workers Union AFL-CIO Health Plan Health and Welfare Trust Agreement

EIN 52-2035053 • 501(c)9 • Elkridge, MD

Profile

Provide employees benefits

6514 MEADOWRIDGE RD Suite 195Elkridge, MD 21075

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

10th percentile

-17%

Higher net margin than 10% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$299,251

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

24th percentile

-1.6%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-51%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$98,403,081

Down $1,630,539 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$98,403,081

Down $1,630,539 (-1.6%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$8,263,534

Down $8,509,081 (-51%) from 2023

Expenses

Up

$9,670,785

Up $1,584,847 (+20%) from 2023

Net Income

Down

-$1,407,251

Down $10,093,928 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$150M$100M$50M$0Assets 2010: $29,160,861Liabilities 2010: $20,968Net Assets 2010: $29,139,8932010Assets 2011: $33,568,923Liabilities 2011: $11,275Net Assets 2011: $33,557,6482011Assets 2012: $39,383,753Liabilities 2012: $16,280Net Assets 2012: $39,367,4732012Assets 2013: $44,332,827Liabilities 2013: $734Net Assets 2013: $44,332,0932013Assets 2014: $49,580,985Liabilities 2014: $18,077Net Assets 2014: $49,562,9082014Assets 2015: $52,394,416Liabilities 2015: $901Net Assets 2015: $52,393,5152015Assets 2016: $59,892,221Liabilities 2016: $20,056Net Assets 2016: $59,872,1652016Assets 2017: $65,818,802Liabilities 2017: $40,906Net Assets 2017: $65,777,8962017Assets 2018: $66,898,136Liabilities 2018: $23,573Net Assets 2018: $66,874,5632018Assets 2019: $77,854,422Liabilities 2019: $0Net Assets 2019: $77,854,4222019Assets 2020: $87,790,415Liabilities 2020: $0Net Assets 2020: $87,790,4152020Assets 2021: $94,166,964Liabilities 2021: $0Net Assets 2021: $94,166,9642021Assets 2022: $87,123,773Liabilities 2022: $0Net Assets 2022: $87,123,7732022Assets 2023: $100,033,620Liabilities 2023: $0Net Assets 2023: $100,033,6202023Assets 2024: $98,403,081Liabilities 2024: $0Net Assets 2024: $98,403,0812024

Highlighted filing

2024

Assets$98,403,081
Liabilities$0
Net Assets$98,403,081
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,502,4742010Revenue 2011: $8,835,350Expenses 2011: $4,781,594Net Income 2011: $4,053,7562011Expenses 2012: $4,819,1212012Revenue 2013: $10,832,770Expenses 2013: $5,161,521Net Income 2013: $5,671,2492013Revenue 2014: $10,214,574Expenses 2014: $5,354,574Net Income 2014: $4,860,0002014Revenue 2015: $9,673,416Expenses 2015: $5,668,848Net Income 2015: $4,004,5682015Revenue 2016: $14,033,500Expenses 2016: $5,681,962Net Income 2016: $8,351,5382016Revenue 2017: $9,012,454Expenses 2017: $5,653,627Net Income 2017: $3,358,8272017Revenue 2018: $9,784,750Expenses 2018: $6,051,366Net Income 2018: $3,733,3842018Revenue 2019: $16,379,836Expenses 2019: $7,145,810Net Income 2019: $9,234,0262019Revenue 2020: $13,061,528Expenses 2020: $7,627,458Net Income 2020: $5,434,0702020Revenue 2021: $14,732,323Expenses 2021: $8,001,253Net Income 2021: $6,731,0702021Revenue 2022: $13,838,976Expenses 2022: $7,996,933Net Income 2022: $5,842,0432022Revenue 2023: $16,772,615Expenses 2023: $8,085,938Net Income 2023: $8,686,6772023Revenue 2024: $8,263,534Expenses 2024: $9,670,785Net Income 2024: -$1,407,2512024

Highlighted filing

2024

Revenue$8,263,534
Expenses$9,670,785
Net Income-$1,407,251
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$98,403,081
Liabilities
$0
Net assets
$98,403,081
Revenue
$8,263,534
Expenses
$9,670,785
Net income
-$1,407,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.4$0.00$98.4$8.26$9.67$1.41
2023Detailed filing. Detailed filing data is available for this year.$100$0.00$100$16.8$8.09$8.69
2022Detailed filing. Detailed filing data is available for this year.$87.1$0.00$87.1$13.8$8.00$5.84
2021Detailed filing. Detailed filing data is available for this year.$94.2$0.00$94.2$14.7$8.00$6.73
2020Detailed filing. Detailed filing data is available for this year.$87.8$0.00$87.8$13.1$7.63$5.43
2019Detailed filing. Detailed filing data is available for this year.$77.9$0.00$77.9$16.4$7.15$9.23
2018Detailed filing. Detailed filing data is available for this year.$66.9$0.02$66.9$9.78$6.05$3.73
2017Detailed filing. Detailed filing data is available for this year.$65.8$0.04$65.8$9.01$5.65$3.36
2016Detailed filing. Detailed filing data is available for this year.$59.9$0.02$59.9$14.0$5.68$8.35
2015Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$9.67$5.67$4.00
2014Detailed filing. Detailed filing data is available for this year.$49.6$0.02$49.6$10.2$5.35$4.86
2013Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$10.8$5.16$5.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.4$0.02$39.4$4.82
2011Summary only. Only limited summary data is available for this year.$33.6$0.01$33.6$8.84$4.78$4.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.2$0.02$29.1$4.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$76,178,038
Mission and Program Overview

Mission

To provide certain insurance benefits to employees and retirees employed by the apwu afl-cio health plan and their dependents and beneficiaries under a collective bargaining agreement.

To provide benefits to employees and retirees employed by the APWU AFL-CIO Health Plan and their dependents & beneficiaries under a collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$100,033,620$98,403,081▼ $1,630,539
Investments in Publicly Traded Securities$78,199,448$82,117,485▲ $3,918,037
Investments Other Securities$13,235,001$14,700,542▲ $1,465,541
Accounts Receivable$2,647,511$0▼ $2,647,511
Savings and Temporary Cash Investments$5,951,660$1,585,054▼ $4,366,606
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$100,033,620$98,403,081▼ $1,630,539
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,033,620$98,403,081▼ $1,630,539
Total Liabilities and Net Assets / Fund Balance$100,033,620$98,403,081▼ $1,630,539

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,700,542--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Sarah RodriguezBoard Member/chair
Deborah SzeredyBoard Member
Elizabeth PowellBoard Member
Mark DimondsteinBoard Member
Randy GriffinPlan Administrator

Highest Paid Contractors

ContractorServicesLocationCompensation
Segal Marco AdvisorsInvest. Consultant550 W WASHINGTON BLVD SUITE 900, Chicago, IL 60661$116,407
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,147,766
Investment Income
$6,115,768
Other Revenue
$0
Change in Net Assets
$-1,407,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,263,534
Revenue Not Reported on Form 990
$-223,288
Total Revenue per Audited Statements
$8,040,246
Total Revenue per Form 990
$8,263,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,702,046
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---$7,968,739
Other Expenses---$1,518,341
Fees for Service Investment Mgmnt Fees---$116,407
Fees for Services Other---$29,250
Fees for Services Accounting---$22,235
Office Expenses---$15,813
Total Functional Expenses$0$0$0$9,670,785

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,670,785
Total Expenses per Audited Statements$9,670,785
Total Expenses per Form 990$9,670,785
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS:

“Board members mark dimondstein, deborah szeredy, elizabeth powell, and sarah rodriguez serve as president, executive vice-president, secretary- treasurer, and health plan director of the american postal workers union, afl-cio.”

PART VI, SECTION A, LINE 7A - POWER TO APPOINT BOARD MEMBERS:

“Members of the american postal workers union, afl-cio health plan h&w trust committee are appointed by the board of directors of the american postal workers union, afl-cio health plan. The board of directors retains the right to remove or replace any member of the health and welfare committee at any time.”

PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:

“The plan has no other committees with authority to act on behalf of the board of trustees.”

PART VI, SECTION A, LINE 9 - BOARD MEMBERS MAILING ADDRESS:

“Mark dimondstein, deborah szerdey and elizabeth powell can be reached "care of" at the following address: american postal workers union afl-cio 1300 l street, nw washington, dc 20005”

PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:

“The Plan engages an independent certified public accounting firm to prepare the Form 990 and supplemental schedules. The Plan is then provided a draft copy of the Form 990, upon which the Plan then provides to all members of the board prior to its filing. One of the board members reviews the return in detail before its filing. The other board members conduct their review of the return after its filing.”

Part VI, Section C, Line 19 - GOVERNING DOCUMENTS AND FINANCIALS:

“The Trust does make available the organization governing documents and financial statements through a written request. The Trust will respond in writing within 30 days of the request.”

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union Afl-cio Health
EIN
52-2035053
In Care Of
% RANDY GRIFFIN
Phone
4104241500
Address
6514 MEADOWRIDGE RD Suite 195, ELKRIDGE, MD 21075

Signing Officer

Name
Sarah Rodriguez
Title
Board Member/chair
Phone
4104241500
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Rodriguez
Formed
1996
Legal Domicile
Va
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
1800 TYSONS BLVD STE 800, TYSONS, VA 22102
Preparer
Richard Ruvelson
Phone
3012726000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2 - FIN 48 FOOTNOTE:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. Management has evaluated the tax positions taken by the plan, and concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that require recognition in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. In addition, there have been no tax related interest or penalties for the periods presented in these financial statements.”

Raw XML AppendixShowing 400 of 530 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE PLAN, AND CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2 - FIN 48 FOOTNOTE:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK DIMONDSTEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DEBORAH SZEREDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ELIZABETH POWELL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3SARAH RODRIGUEZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4RANDY GRIFFIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3BOARD MEMBER/CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4PLAN ADMINISTRATOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS MARK DIMONDSTEIN, DEBORAH SZEREDY, ELIZABETH POWELL, AND SARAH RODRIGUEZ SERVE AS PRESIDENT, EXECUTIVE VICE-PRESIDENT, SECRETARY- TREASURER, AND HEALTH PLAN DIRECTOR OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN H&W TRUST COMMITTEE ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN. THE BOARD OF DIRECTORS RETAINS THE RIGHT TO REMOVE OR REPLACE ANY MEMBER OF THE HEALTH AND WELFARE COMMITTEE AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN HAS NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARK DIMONDSTEIN, DEBORAH SZERDEY AND ELIZABETH POWELL CAN BE REACHED "CARE OF" AT THE FOLLOWING ADDRESS: AMERICAN POSTAL WORKERS UNION AFL-CIO 1300 L STREET, NW WASHINGTON, DC 20005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Plan engages an independent certified public accounting firm to prepare the Form 990 and supplemental schedules. The Plan is then provided a draft copy of the Form 990, upon which the Plan then provides to all members of the board prior to its filing. One of the board members reviews the return in detail before its filing. The other board members conduct their review of the return after its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Trust does make available the organization governing documents and financial statements through a written request. The Trust will respond in writing within 30 days of the request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIPS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 7A - POWER TO APPOINT BOARD MEMBERS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 8B - OTHER COMMITTEES:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION A, LINE 9 - BOARD MEMBERS MAILING ADDRESS:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990:

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