Civic Intelligence

United Benefit Fund

990 • Fiscal year 2018 • EIN 56-2423802

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 22, 2019

Organization ProfileUNITEDBENEFITFUND.ORG

View Organization Page

40-26 235th StDouglaston, NY 11363

(718) 513-2477

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

61st percentile

$101,668

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.1%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$30,007,505

Up $3,927,458 (+15%) from 2017

Net Assets

Up

$29,980,753

Up $3,969,436 (+15%) from 2017

Liabilities

Down

$26,752

Down $41,978 (-61%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin83rd percentile

Revenue

Up

$22,384,910

Up $678,644 (+3.1%) from 2017

Expenses

Down

$17,068,891

Down $289,798 (-1.7%) from 2017

Net Income

Up

$5,316,019

Up $968,442 (+22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$60M$40M$20M$0Assets 2010: $13,537,115Liabilities 2010: $288,551Net Assets 2010: $13,248,5642010Assets 2011: $12,270,831Liabilities 2011: $275,091Net Assets 2011: $11,995,7402011Assets 2012: $13,815,731Liabilities 2012: $295,613Net Assets 2012: $13,520,1182012Assets 2013: $20,067,388Liabilities 2013: $33,473Net Assets 2013: $20,033,9152013Assets 2014: $19,346,000Liabilities 2014: $360,496Net Assets 2014: $18,985,5042014Assets 2015: $19,157,259Liabilities 2015: $206,314Net Assets 2015: $18,950,9452015Assets 2016: $22,137,901Liabilities 2016: $180,468Net Assets 2016: $21,957,4332016Assets 2017: $26,080,047Liabilities 2017: $68,730Net Assets 2017: $26,011,3172017Assets 2018: $30,007,505Liabilities 2018: $26,752Net Assets 2018: $29,980,7532018Assets 2019: $33,268,598Liabilities 2019: $41,753Net Assets 2019: $33,226,8452019Assets 2020: $36,742,311Liabilities 2020: $49,894Net Assets 2020: $36,692,4172020Assets 2021: $37,686,331Liabilities 2021: $36,992Net Assets 2021: $37,649,3392021Assets 2022: $32,833,457Liabilities 2022: $263,900Net Assets 2022: $32,569,5572022Assets 2023: $37,129,529Liabilities 2023: $160,366Net Assets 2023: $36,969,1632023Assets 2024: $42,654,272Liabilities 2024: $79,170Net Assets 2024: $42,575,1022024

Highlighted filing

2018

Assets$30,007,505
Liabilities$26,752
Net Assets$29,980,753
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2010: $16,013,411Expenses 2010: $12,044,887Net Income 2010: $3,968,5242010Revenue 2011: $22,505,178Expenses 2011: $23,758,002Net Income 2011: -$1,252,8242011Revenue 2012: $28,839,959Expenses 2012: $27,315,581Net Income 2012: $1,524,3782012Revenue 2013: $31,549,703Expenses 2013: $25,035,906Net Income 2013: $6,513,7972013Revenue 2014: $17,253,860Expenses 2014: $18,302,271Net Income 2014: -$1,048,4112014Revenue 2015: $15,864,236Expenses 2015: $14,962,066Net Income 2015: $902,1702015Revenue 2016: $19,151,766Expenses 2016: $17,211,356Net Income 2016: $1,940,4102016Revenue 2017: $21,706,266Expenses 2017: $17,358,689Net Income 2017: $4,347,5772017Revenue 2018: $22,384,910Expenses 2018: $17,068,891Net Income 2018: $5,316,0192018Revenue 2019: $24,275,386Expenses 2019: $23,042,507Net Income 2019: $1,232,8792019Revenue 2020: $24,611,135Expenses 2020: $20,969,586Net Income 2020: $3,641,5492020Revenue 2021: $25,212,115Expenses 2021: $23,643,901Net Income 2021: $1,568,2142021Revenue 2022: $31,704,921Expenses 2022: $31,464,021Net Income 2022: $240,9002022Revenue 2023: $33,439,877Expenses 2023: $30,837,020Net Income 2023: $2,602,8572023Revenue 2024: $35,497,062Expenses 2024: $31,721,286Net Income 2024: $3,775,7762024

Highlighted filing

2018

Revenue$22,384,910
Expenses$17,068,891
Net Income$5,316,019
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 22, 2019
Return Version
2018v3.1
Gross Receipts
$25,869,141
Mission and Program Overview

Mission

To provide health and other benefits to union members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,011,317$29,980,753▲ $3,969,436
Investments in Publicly Traded Securities$23,171,879$25,986,047▲ $2,814,168
Savings and Temporary Cash Investments$701,499$1,500,209▲ $798,710
Cash and Non-Interest-Bearing Accounts$574,843$1,073,617▲ $498,774
Accounts Receivable$1,453,244$1,005,567▼ $447,677
Land, Buildings, and Equipment, Net$10,266$154,647▲ $144,381
Total Assets$26,080,047$30,007,505▲ $3,927,458
Other Assets Total$168,316$287,418▲ $119,102
Liabilities
Accounts Payable and Accrued Expenses$68,730$26,752▼ $41,978
Total Liabilities$68,730$26,752▼ $41,978
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,011,317$29,980,753▲ $3,969,436
Total Liabilities and Net Assets / Fund Balance$26,080,047$30,007,505▲ $3,927,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$154,647$58,537$213,184
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleBaseTotal
Jeanna TalamoFund Adminis$101,668$101,668

Board Members and Trustees

NameTitle
Andrew TalamoTrustee
TOM D'AMBROSIOTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Leading Edge AdministratorsClaims Processo14 WALL ST, New York, NY 10005$1,057,248
MeritainLegal300 CORPORATE PARKWAY, Amherst, NY 14226$492,036
Health Review-243 MANHATTAN AVENUE, Tuckahoe, NY 10707$342,000
Gorlick Kravitz Listaus-17 STATE ST 4TH FLOOR, New York, NY 10004$266,032
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,426,421
Investment Income
$958,489
Other Revenue
$0
Change in Net Assets
$5,316,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,380,658
Revenue Not Reported on Financial Statements
$4,252
Revenue Not Reported on Form 990
$-1,346,583
Total Revenue per Audited Statements
$21,034,075
Total Revenue per Form 990
$22,384,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,267,824
Salaries, Compensation, and Employee Benefits$308,703
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,492,364
Fees for Services Other---$1,638,654
Fees for Services Legal---$299,804
Other Salaries and Wages---$284,208
Occupancy---$59,081
Depreciation Depletion---$53,793
Office Expenses---$47,072
Fees for Services Accounting---$32,000
Insurance---$30,502
Payroll Taxes---$24,495
Travel---$19,420
All Other Expenses---$15,305
Other Expenses---$7,878
Fees for Service Investment Mgmnt Fees---$4,252
Total Functional Expenses$0$0$0$17,068,891

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,068,891
Expenses per Audited Statements$17,064,639
Total Expenses per Audited Statements$17,064,639
Expenses Not Reported on Financial Statements$4,252
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Jeanna talamo andrew talamo fund admin trustee spouse”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
United Benefit Fund
EIN
56-2423802
Phone
7185132477
Address
40-26 235TH ST, DOUGLASTON, NY 11363

Signing Officer

Name
Andrew Talamo
Title
Trustee
Phone
7185132477
Signed
2019-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Talamo
Formed
2004
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
7

Preparer

Firm
Castiglia Llp
Address
134 BURR RD, EAST NORTHPORT, NY 11731
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide hospital, medical, surgical, optical, prescriptions, dental and death benefits to union members and their families.”

Raw XML Appendix344 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068730
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026752
IRS990/AccountsReceivableGrp/BOYAmt01453244
IRS990/AccountsReceivableGrp/EOYAmt01005567
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/TotalAmt015305
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt014492364
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNITED BENEFIT FUND
IRS990/BooksInCareOfDetail/PhoneNum07185132477
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt040-26 235 TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOUGLASTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011363
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0574843
IRS990/CashNonInterestBearingGrp/EOYAmt01073617
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01057248
IRS990/ContractorCompensationGrp/CompensationAmt1492036
IRS990/ContractorCompensationGrp/CompensationAmt2342000
IRS990/ContractorCompensationGrp/CompensationAmt3266032
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt014 WALL ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1300 CORPORATE PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2243 MANHATTAN AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt317 STATE ST 4TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1AMHERST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2TUCKAHOE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd114226
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210707
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd310004
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0LEADING EDGE ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1MERITAIN
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2HEALTH REVIEW
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3GORLICK KRAVITZ LISTAUS
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSO
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt014492364
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0958489
IRS990/CYOtherExpensesAmt02267824
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt021426421
IRS990/CYRevenuesLessExpensesAmt05316019
IRS990/CYSalariesCompEmpBnftPaidAmt0308703
IRS990/CYTotalExpensesAmt017068891
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022384910
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt053793
IRS990/Desc0TO PROVIDE HEALTH AND OTHER BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/TotalAmt032000
IRS990/FeesForServicesLegalGrp/TotalAmt0299804
IRS990/FeesForServicesOtherGrp/TotalAmt01638654
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04252
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW TALAMO
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM D'AMBROSIO
IRS990/Form990PartVIISectionAGrp/PersonNm2JEANNA TALAMO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2101668
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FUND ADMINIS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0133225
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03617456
IRS990/GrossReceiptsAmt025869141
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt030502
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0825264
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0825264
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023171879
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025986047
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt058537
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010266
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0154647
IRS990/LandBldgEquipCostOrOtherBssAmt0213184
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03484231
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND OTHER BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt026011317
IRS990/NetAssetsOrFundBalancesEOYAmt029980753
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0133225
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0133225
IRS990/NetUnrlzdGainsLossesInvstAmt0-1346583
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt059081
IRS990/OfficeExpensesGrp/TotalAmt047072
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0168316
IRS990/OtherAssetsTotalGrp/EOYAmt0287418
IRS990/OtherExpensesGrp/Desc0COMPUTER EXPENSES
IRS990/OtherExpensesGrp/Desc1SOFTWARE MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3FEDERAL EXCISE TAX
IRS990/OtherExpensesGrp/TotalAmt035097
IRS990/OtherExpensesGrp/TotalAmt116000
IRS990/OtherExpensesGrp/TotalAmt28966
IRS990/OtherExpensesGrp/TotalAmt37878
IRS990/OtherSalariesAndWagesGrp/TotalAmt0284208
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt024495
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANDREW TALAMO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPATING EMPLOYERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021426421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021426421
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE HOSPITAL, MEDICAL, SURGICAL, OPTICAL, PRESCRIPTIONS, DENTAL AND DEATH BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015084610
IRS990/PYInvestmentIncomeAmt01770924
IRS990/PYOtherExpensesAmt01918806
IRS990/PYProgramServiceRevenueAmt019935342
IRS990/PYRevenuesLessExpensesAmt04347577
IRS990/PYSalariesCompEmpBnftPaidAmt0355273
IRS990/PYTotalExpensesAmt017358689
IRS990/PYTotalRevenueAmt021706266
IRS990/ReconcilationRevenueExpnssAmt05316019
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026011317
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029980753
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0701499
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01500209
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04252
IRS990ScheduleD/ExpensesSubtotalAmt017064639
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04252
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04252
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1346583
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0154647
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058537
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0213184
IRS990ScheduleD/RevenueNotReportedAmt0-1346583
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04252
IRS990ScheduleD/RevenueSubtotalAmt022380658
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0154647
IRS990ScheduleD/TotalExpensesPerForm990Amt017068891
IRS990ScheduleD/TotalRevenuePerForm990Amt022384910
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021034075
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017064639
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HOSPITAL, MEDICAL, SURGICAL, OPTICAL, PRESCRIPTIONS, DENTAL AND DEATH BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JEANNA TALAMO ANDREW TALAMO FUND ADMIN TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTR CON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ATTACHED PARTICIPATING SHOPS
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0MULTIPLE PARTICIPATING SHOPS SIGNED TO CBA. EMPLOYER CONTRIBUTIONS ARE MADE TO PROVIDE WELFARE BENEFITS TO THEIR EMPLOYEES. LIST ATTACHED
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt026080047
IRS990/TotalAssetsEOYAmt030007505
IRS990/TotalAssetsGrp/BOYAmt026080047
IRS990/TotalAssetsGrp/EOYAmt030007505
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt017068891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068730
IRS990/TotalLiabilitiesEOYAmt026752
IRS990/TotalLiabilitiesGrp/BOYAmt068730
IRS990/TotalLiabilitiesGrp/EOYAmt026752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026011317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029980753
IRS990/TotalProgramServiceRevenueAmt021426421
IRS990/TotalReportableCompFromOrgAmt0101668
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022384910
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022384910
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026080047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt030007505
IRS990/TravelGrp/TotalAmt019420
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt040-26 235 TH ST
IRS990/USAddress/CityNm0DOUGLASTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011363
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://UNITEDBENEFITFUND.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW TALAMO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07185132477
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0562423802
ReturnHeader/Filer/PhoneNum07185132477
ReturnHeader/Filer/USAddress/AddressLine1Txt040-26 235TH ST
ReturnHeader/Filer/USAddress/CityNm0DOUGLASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011363
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A78597E5E0141EF96ED3A600CDAF63604E4D687
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C920444338B0D91C511617A088B9EB6AD86826A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.116.169.210
ReturnHeader/FilingSecurityInformation/IPDt02019-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:40:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462725636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASTIGLIA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 BURR RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAST NORTHPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011731
ReturnHeader/PreparerPersonGrp/PhoneNum06314867830
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT V CASTIGLIA CPA
ReturnHeader/ReturnTs02019-10-29T13:40:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,007,505
Liabilities
$26,752
Net assets
$29,980,753
Revenue
$22,384,910
Expenses
$17,068,891
Net income
$5,316,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.7$0.08$42.6$35.5$31.7$3.78
2023Detailed filing. Detailed filing data is available for this year.$37.1$0.16$37.0$33.4$30.8$2.60
2022Detailed filing. Detailed filing data is available for this year.$32.8$0.26$32.6$31.7$31.5$0.24
2021Detailed filing. Detailed filing data is available for this year.$37.7$0.04$37.6$25.2$23.6$1.57
2020Detailed filing. Detailed filing data is available for this year.$36.7$0.05$36.7$24.6$21.0$3.64
2019Detailed filing. Detailed filing data is available for this year.$33.3$0.04$33.2$24.3$23.0$1.23
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.03$30.0$22.4$17.1$5.32
2017Detailed filing. Detailed filing data is available for this year.$26.1$0.07$26.0$21.7$17.4$4.35
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.18$22.0$19.2$17.2$1.94
2015Detailed filing. Detailed filing data is available for this year.$19.2$0.21$19.0$15.9$15.0$0.90
2014Summary only. Only limited summary data is available for this year.$19.3$0.36$19.0$17.3$18.3$1.05
2013Summary only. Only limited summary data is available for this year.$20.1$0.03$20.0$31.5$25.0$6.51
2012Summary only. Only limited summary data is available for this year.$13.8$0.30$13.5$28.8$27.3$1.52
2011Summary only. Only limited summary data is available for this year.$12.3$0.28$12.0$22.5$23.8$1.25
2010Summary only. Only limited summary data is available for this year.$13.5$0.29$13.2$16.0$12.0$3.97