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Nonprofit · EIN 13-1768188

LOCAL 1102 HEALTH AND BENEFIT FUND

Tax-exempt · WOODBURY, NY 11797

Financials

$31.3M$26.4M2023$34.3M$26.7M2024$33.4M$30.4M2025
Revenue Expenses · by fiscal year end
Financials of LOCAL 1102 HEALTH AND BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$33,417,344$30,380,425$3,036,919$191,645,301$604,679$191,040,622
December 31, 2024990$34,297,053$26,694,232$7,602,821$173,725,980$577,020$173,148,960
December 31, 2023990$31,342,972$26,438,177$4,904,795$154,670,220$6,585,464$148,084,756
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$25,601,518
Investment income
$7,815,826
Net gain from sales of assets
$4,256,950
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$27,662,422
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$122,217
Accounting fees
$54,310
Occupancy
$160,975
Travel
$2,676

Balance sheet and other

Total assets, start of year
$173,725,980
Total assets, end of year
$191,645,301
Total liabilities, end of year
$604,679
Net assets, end of year
$191,040,622
Publicly traded securities
$186,808,618
Gross receipts
$122,499,366
Employees
1
Volunteers
0
Year formed
1945
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 / weekCompensationFrom related orgsOther / benefits
ANGELO CIONEDIR. INTERNAL OPERATIONS
Highest-paid employee
9$0$277,943$66,757
JACK CAFFEYCHAIRMAN
Trustee or director
4$0$273,197$49,464
ROGER GROBSTICHUNION TRUSTEE
Trustee or director
4$0$238,783$44,748
JOHN SLOANEASST. CONTROLLER
Highest-paid employee
9$0$192,391$54,190
MICHAEL GERBEI.T. MANAGER
Highest-paid employee
16$0$168,873$49,999
JENNIFER DELEONARDISFUNDS ADMINISTRATOR
Highest-paid employee
19$0$163,352$49,944
MICHAEL PATANECONTROLLER
Highest-paid employee
9$0$162,283$50,011
LARRY BIENENFELDEMPLOYER TRUSTEE
Trustee or director
4$0$0$0
FRANCIS BURKEEMPLOYER TRUSTEE
Trustee or director
4$0$0$0
990 for the year ended December 31, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ANGELO CIONEDIR. INTERNAL OPERATIONS
Highest-paid employee
9$0$277,428$64,622
JOHN SLOANEASST. CONTROLLER
Highest-paid employee
9$0$191,850$52,538
JENNIFER DELEONARDISFUNDS ADMINISTRATOR
Highest-paid employee
19$0$172,308$47,552
MICHAEL GERBEI.T. MANAGER
Highest-paid employee
16$0$163,349$48,580
ERIC SCHWARTZFIELD DIRECTOR
Highest-paid employee
9$0$160,876$31,166
THOMAS ROWLANDCOO
Key employee
30$0$182,878$8,646
LARRY BIENENFELDEMPLOYER TRUSTEE
Trustee or director
4$0$0$0
FRANCIS BURKEEMPLOYER TRUSTEE
Trustee or director
4$0$0$0
ROGER GROBSTICHCHAIRMAN
Trustee or director
4$0$0$0
JACK CAFFEYUNION TRUSTEE
Trustee or director
4$0$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
NAVINDRA RAMNARAINTRUSTEE
Trustee or director
1$0$304,683$80,188
THOMAS F ROWLANDCOO
Highest-paid employee
30$0$274,229$61,426
ANGELO CIONEDIRECTOR OF INTERNAL OPERA
Key employee
9$0$263,893$66,821
RYAN BRUNETTRUSTEE
Trustee or director
1$0$263,625$55,762
JOHN SLOANEASSISTANT CONTROLLER
Highest-paid employee
9$0$174,727$50,024
MICHAEL GERBEIT MANAGER
Highest-paid employee
16$0$148,627$47,288
JENNIFER DELEONARDISHEALTH FUND MANAGER
Highest-paid employee
19$0$138,960$48,217
MICHAEL PATANECONTROLLER
Highest-paid employee
9$0$137,802$45,726
LARRY BIENENFELDTRUSTEE
Trustee or director
4$0$0$0
FRANCIS BURKETRUSTEE
Trustee or director
4$0$0$0
ROGER GROBSTICHTRUSTEE
Trustee or director
4$0$0$0
JACK CAFFEYTRUSTEE
Trustee or director
4$0$0$0
IRA SILVERTRUSTEE
Trustee or director
4$0$0$0

Address and contacts

Address (IRS master file)
311 CROSSWAYS PARK DR, WOODBURY, NY 11797-2041
In care of
% ROGER GROBSTICH
Principal officer (990 for 2025)
JACK CAFFEY, 311 CROSSWAYS PARK DRIVE, WOODBURY, NY 11797
Signed the 990
JACK CAFFEY, CHAIRMAN
Phone
(516) 683-1102
Return prepared by
NOVAK FRANCELLA LLC

Mission

V.E.B.A. FUND

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ITS PARTICIPANTS AND DEPENDENTS.

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
13-1768188
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2002
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$191,645,301
Income (IRS master file)
$122,499,366

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$33,417,344$30,380,425$191,645,301IRS
990December 2024$34,297,053$26,694,232$173,725,980IRS
990December 2023$31,342,972$26,438,177$154,670,220XML
990December 2022$29,554,970$24,537,547$129,397,476IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 13-1768188).

Questions about LOCAL 1102 HEALTH AND BENEFIT FUND

What is the EIN of LOCAL 1102 HEALTH AND BENEFIT FUND?
The employer identification number (EIN) of LOCAL 1102 HEALTH AND BENEFIT FUND is 13-1768188.
Is LOCAL 1102 HEALTH AND BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
Are donations to LOCAL 1102 HEALTH AND BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LOCAL 1102 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 LOCAL 1102 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 LOCAL 1102 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 LOCAL 1102 HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2025 names JACK CAFFEY.
Who are the officers and directors of LOCAL 1102 HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does LOCAL 1102 HEALTH AND BENEFIT FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $33,417,344, expenses of $30,380,425 and total assets of $191,645,301 at year end.

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