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Nonprofit · EIN 11-1630810

I B E W LOCAL 25 HEALTH AND BENEFIT FUND

Tax-exempt · HAUPPAUGE, NY 11788

Financials

$48.2M$45.6M2023$51.7M$45.9M2024$56M$47.4M2025
Revenue Expenses · by fiscal year end
Financials of I B E W LOCAL 25 HEALTH AND BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$56,024,240$47,420,389$8,603,851$93,641,740$7,207,160$86,434,580
December 31, 2024990$51,690,235$45,869,750$5,820,485$82,365,631$6,635,080$75,730,551
December 31, 2023990$48,156,941$45,638,879$2,518,062$76,826,024$6,836,528$69,989,496
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$52,481,503
Investment income
$3,542,386
Net gain from sales of assets
$763,480
Other revenue
$351

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$45,930,072
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$39,854
Accounting fees
$68,775

Balance sheet and other

Total assets, start of year
$82,365,631
Total assets, end of year
$93,641,740
Total liabilities, end of year
$7,207,160
Net assets, end of year
$86,434,580
Publicly traded securities
$71,780,583
Gross receipts
$94,647,080
Employees
0
Volunteers
0
Year formed
1950
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KRISTIAN INGEBRIGTSENEMPLOYER TRUSTEE
Trustee or director
0.5$0
JAMES KENNEDYEMPLOYER TRUSTEE
Trustee or director
0.5$0
DANIEL PIQUETTEEMPLOYER TRUSTEE
Trustee or director
0.5$0
CLIFFORD SEAMANEMPLOYER TRUSTEE
Trustee or director
0.5$0
KEVIN CASEYUNION TRUSTEE
Trustee or director
0.5$0
RYAN CASEYUNION TRUSTEE
Trustee or director
0.5$0
JOSHUA MARGOLIS - THRU 125UNION TRUSTEE
Trustee or director
0.5$0
JASON ALVAREZ - EFF 125UNION TRUSTEE
Trustee or director
0.5$0
DENNIS SHAYUNION TRUSTEE
Trustee or director
0.5$0
ROSA ARREAGA-NEGRONFUND MANAGER
Officer
12$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
JAMES KENNEDYEMPLOYER TRUSTEE
Trustee or director
0.5$0
CLIFFORD SEAMANEMPLOYER TRUSTEE
Trustee or director
0.5$0
WILLIAM MILLEREMPLOYER TRUSTEE - THRU 6/24
Trustee or director
0.5$0
KRISTIAN INGEBRIGTSENEMPLOYER TRUSTEE
Trustee or director
0.5$0
CHRISTOPHER CALLAHANUNION TRUSTEE - THRU 1/24
Trustee or director
0.5$0
KEVIN CASEYUNION TRUSTEE
Trustee or director
0.5$0
JOSHUA MARGOLISUNION TRUSTEE
Trustee or director
0.5$0
RYAN CASEYUNION TRUSTEE
Trustee or director
0.5$0
ROSA ARREAGA-NEGRONFUND MANAGER
Officer
12$0
DANIEL PIQUETTEEMPLOYER TRUSTEE- EFF 7/24
Trustee or director
0.5$0
DENNIS SHAYUNION TRUSTEE - EFF 1/24
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
JAMES KENNEDYEMPLOYER TRUSTEE
Trustee or director
0.5$0
CYNTHIA LASALAEMPLOYER TRUSTEE - THRU 03/23
Trustee or director
0.5$0
PAT SANTOROEMPLOYER TRUSTEE - THRU 08/23
Trustee or director
0.5$0
CLIFFORD SEAMANEMPLOYER TRUSTEE
Trustee or director
0.5$0
WILLIAM MILLEREMPLOYER TRUSTEE - EFF 03/23
Trustee or director
0.5$0
KRISTIAN INGEBRIGTSENEMPLOYER TRUSTEE - EFF 08/23
Trustee or director
0.5$0
CHRISTOPHER CALLAHANUNION TRUSTEE
Trustee or director
0.5$0
KEVIN CASEYUNION TRUSTEE
Trustee or director
0.5$0
JOSHUA MARGOLISUNION TRUSTEE
Trustee or director
0.5$0
RYAN CASEYUNION TRUSTEE
Trustee or director
0.5$0
ROSA ARREAGA-NEGRONFUND MANAGER
Officer
12$0

Address and contacts

Address (IRS master file)
372 VANDERBILT MOTOR PKWY, HAUPPAUGE, NY 11788-5133
Principal officer (990 for 2025)
ROSA ARREAGA-NEGROM, 372 VANDERBILT MOTOR PARKWAY, HAUPPAUGE, NY 11788
Signed the 990
ROSA ARREAGA-NEGROM, FUND MANAGER
Phone
(631) 434-3344
Return prepared by
SCHULTHEIS & PANETTIERI LLP

Mission

THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

990 for the year ended December 31, 2025

Program accomplishments

  • THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
11-1630810
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1952
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$93,641,740
Income (IRS master file)
$94,647,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$56,024,240$47,420,389$93,641,740XML
990December 2024$51,690,235$45,869,750$82,365,631XML
990December 2023$48,156,941$45,638,879$76,826,024XML
990December 2022$43,399,909$46,360,283$71,009,966IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-1630810).

Questions about I B E W LOCAL 25 HEALTH AND BENEFIT FUND

What is the EIN of I B E W LOCAL 25 HEALTH AND BENEFIT FUND?
The employer identification number (EIN) of I B E W LOCAL 25 HEALTH AND BENEFIT FUND is 11-1630810.
Is I B E W LOCAL 25 HEALTH AND BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1952.
Are donations to I B E W LOCAL 25 HEALTH AND BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does I B E W LOCAL 25 HEALTH AND BENEFIT FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of I B E W LOCAL 25 HEALTH AND BENEFIT FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I B E W LOCAL 25 HEALTH AND BENEFIT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of I B E W LOCAL 25 HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2025 names ROSA ARREAGA-NEGROM.
Who are the officers and directors of I B E W LOCAL 25 HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does I B E W LOCAL 25 HEALTH AND BENEFIT FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $56,024,240, expenses of $47,420,389 and total assets of $93,641,740 at year end.

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