Nonprofit · EIN 11-1823976
UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355
Tax-exempt · NEW ROCHELLE, NY 10801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $200,904,387 | $212,382,805 | -$11,478,418 | $562,609,849 | $8,660,048 | $553,949,801 |
| April 30, 2024 | 990 | $224,519,776 | $203,481,537 | $21,038,239 | $549,647,736 | $10,537,931 | $539,109,805 |
| April 30, 2023 | 990 | $211,235,056 | $218,896,683 | -$7,661,627 | $534,072,115 | $10,916,169 | $523,155,946 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $191,808,582
- Investment income
- $9,051,136
- Net rental income
- -$22,256
- Net gain from sales of assets
- -$10,086,139
- Other revenue
- $44,669
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $196,853,590
- Compensation of officers, directors and key employees
- $443,924
- Other salaries and wages
- $2,789,689
- Salaries, compensation and benefits (total)
- $4,264,019
- Professional fundraising fees
- $0
- Legal fees
- $1,173,841
- Accounting fees
- $577,673
- Occupancy
- $643,332
- Depreciation
- $99,129
Balance sheet and other
- Total assets, start of year
- $549,647,736
- Total assets, end of year
- $562,609,849
- Total liabilities, end of year
- $8,660,048
- Net assets, end of year
- $553,949,801
- Land, buildings and equipment
- $266,968
- Publicly traded securities
- $543,309,972
- Gross receipts
- $351,041,013
- Employees
- 27
- Volunteers
- 0
- Year formed
- 1956
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH M PECORA | WELFARE FUND ADMIN. Officer | 65 | $333,002 | $116,582 |
| STEVEN ELLIOTT JR | CIO Highest-paid employee | 65 | $313,486 | $120,627 |
| THOMAS MACK | WELFARE FUND ASSIST. ADMIN Highest-paid employee | 40 | $287,808 | $43,751 |
| CEDUAN LIU | IT Highest-paid employee | 40 | $257,068 | $56,779 |
| JAMES MACK | SECURITY FUND ASSIST. ADMI Highest-paid employee | 40 | $245,885 | $67,662 |
| MATTHEW T POWER | IT Highest-paid employee | 40 | $239,023 | $62,468 |
| JONATHAN S AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| LORI AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| PETER DEVITO JR | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| CHARLES SHIMKUS | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| TROY ANDERSON | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| JAMES SCAGNELLI | UNION TRUSTEE THRU 12/2024 Trustee or director | 65 | $0 | $0 |
| NICHOLAS DIPPOLITO | UNION TRUSTEE EFF. 01/2025 Trustee or director | 65 | $0 | $0 |
| LOU LOIACONO | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| ERIC PEREZ | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY AMATULLI | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| DINA BURNS | EMPLOYER TRUSTEE EFF. 07/2024 Trustee or director | 10 | $0 |
| MICHAEL BROWN | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| DIANE CAFIERO | EMPLOYER TRUSTEE EFF. 01/2025 Trustee or director | 10 | $0 |
| MARC ZERGEBEL | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| CARL CURCIO | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| GANDOLFO SCHIAVONE | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| KEVIN NOLAN | EMPLOYER TRUSTEE THRU 12/2024 Trustee or director | 10 | $0 |
| JACQUELINE HART | EMPLOYER TRUSTEE Trustee or director | 10 | $0 |
| WILLIAM SWEENEY | SECURITY FUND ADMIN. Officer | 65 | $0 |
990 for the year ended April 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH M PECORA | WELFARE FUND ADMIN. Officer | 65 | $326,206 | $113,780 |
| STEVEN ELLIOTT JR | CIO Highest-paid employee | 65 | $309,186 | $117,840 |
| THOMAS MACK | WELFARE FUND ASSIST. ADMIN Highest-paid employee | 40 | $254,295 | $43,431 |
| MATTHEW T POWER | IT Highest-paid employee | 40 | $229,413 | $60,647 |
| JAMES MACK | SECURITY FUND ASSIST. ADMI Highest-paid employee | 40 | $223,910 | $65,770 |
| SAM MATTHEWS | IT Highest-paid employee | 40 | $212,148 | $60,047 |
| JONATHAN S AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| LORI AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| PETER DEVITO JR | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| CHARLES SHIMKUS | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| TROY ANDERSON | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| JAMES SCAGNELLI | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| KEVIN BARRY | UNION TRUSTEE THRU 12/2023 Trustee or director | 65 | $0 | $0 |
| LOU LOIACONO | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| ERIC PEREZ | UNION TRUSTEE EFF. 01/2024 Trustee or director | 65 | $0 | $0 |
| LARRY AMATULLI | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| STEVEN BARNA | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| MICHAEL BROWN | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| AGOSTINO VONA | EMPLOYER TRUSTEE THRU 02/2024 Trustee or director | 10 | $0 | $0 |
| MARC ZERGEBEL | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| CARL CURCIO | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| GANDOLFO SCHIAVONE | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| KEVIN NOLAN | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| JACQUELINE HART | EMPLOYER TRUSTEE EFF. 03/2024 Trustee or director | 10 | $0 | $0 |
| WILLIAM SWEENEY | SECURITY FUND ADMIN. Officer | 65 | $0 | $0 |
990 for the year ended April 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH M PECORA | WELFARE FUND ADMIN. Officer | 65 | $326,951 | $110,426 |
| STEVEN ELLIOTT JR | CIO Highest-paid employee | 65 | $312,026 | $114,752 |
| STEVEN ELLIOTT SR | BUSINESS MANAGER Highest-paid employee | 80 | $320,397 | $8,733 |
| THOMAS MACK | WELFARE FUND ASSIST. ADMIN Highest-paid employee | 40 | $260,790 | $41,811 |
| JAMES MACK | SECURITY FUND ASSIST. ADMI Highest-paid employee | 40 | $227,683 | $64,059 |
| MATTHEW T POWER | IT Highest-paid employee | 40 | $227,565 | $58,629 |
| JONATHAN S AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| LORI AMES | UNION TRUSTEE Trustee or director | 70 | $0 | $0 |
| PETER DEVITO JR | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| CHARLES SHIMKUS | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| TROY ANDERSON | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| JAMES SCAGNELLI | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| KEVIN BARRY | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| LOU LOIACONO | UNION TRUSTEE Trustee or director | 65 | $0 | $0 |
| LARRY AMATULLI | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| STEVEN BARNA | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| MICHAEL BROWN | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| AGOSTINO VONA | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| MARC ZERGEBEL | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| CARL CURCIO | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| GANDOLFO SCHIAVONE | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| KEVIN NOLAN | EMPLOYER TRUSTEE Trustee or director | 10 | $0 | $0 |
| WILLIAM SWEENEY | SECURITY FUND ADMIN. Officer | 65 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 145 HUGUENOT ST STE 100, NEW ROCHELLE, NY 10801-5251
- Principal officer (990 for 2024)
- WILLIAM SWEENEY, 145 HUGUENOT STREET 100, NEW ROCHELLE, NY 10801
- Signed the 990
- WILLIAM SWEENEY, SECURITY FUND ADMINISTRATOR
- Phone
- (929) 244-1222
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
Program accomplishments
- TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 11-1823976
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $562,609,849
- Income (IRS master file)
- $351,041,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $200,904,387 | $212,382,805 | $562,609,849 | XML |
| 990 | April 2024 | $224,519,776 | $203,481,537 | $549,647,736 | XML |
| 990 | April 2023 | $211,235,056 | $218,896,683 | $534,072,115 | XML |
| 990 | April 2022 | $188,463,045 | $207,452,512 | $539,950,213 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 11-1823976).
Questions about UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355
- What is the EIN of UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355?
- The employer identification number (EIN) of UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 is 11-1823976.
- Is UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1958.
- Are donations to UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 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 UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355?
- The 990 for the year ended April 30, 2025 names WILLIAM SWEENEY.
- Who are the officers and directors of UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355?
- The 990 for the year ended April 30, 2025 lists 25 people; 6 received compensation from the organization, the highest $333,002 (JOSEPH M PECORA, WELFARE FUND ADMIN.).
- How much revenue does UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $200,904,387, expenses of $212,382,805 and total assets of $562,609,849 at year end.
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