Nonprofit · EIN 13-3704948
SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND
Tax-exempt · NEW YORK, NY 10013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,517,203 | $28,561,337 | -$1,044,134 | $51,302,793 | $5,466,528 | $45,836,265 |
| June 30, 2024 | 990 | $25,197,262 | $28,596,305 | -$3,399,043 | $52,345,865 | $5,465,466 | $46,880,399 |
| June 30, 2023 | 990 | $21,477,051 | $23,681,684 | -$2,204,633 | $54,904,022 | $10,379,440 | $44,524,582 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,637,316
- Investment income
- $1,739,067
- Other revenue
- $140,820
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,255,237
- Other salaries and wages
- $662,078
- Salaries, compensation and benefits (total)
- $936,971
- Professional fundraising fees
- $0
- Legal fees
- $132,000
- Accounting fees
- $18,000
Balance sheet and other
- Total assets, start of year
- $52,345,865
- Total assets, end of year
- $51,302,793
- Total liabilities, end of year
- $5,466,528
- Net assets, end of year
- $45,836,265
- Land, buildings and equipment
- $68,820
- Gross receipts
- $27,517,203
- Employees
- 10
- Volunteers
- 0
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DENNIS OSTERMANN | CONTROLLER Highest-paid employee | 2 | $0 | $219,760 | $13,186 |
| ERROL OGMAN | BENEFIT FUND MANAGER Highest-paid employee | 38 | $155,000 | $0 | $9,300 |
| VINCENT VALLELONG | TRUSTEE Trustee or director | 5 | $0 | $128,929 | $0 |
| EDMUND SMALL | TRUSTEE Trustee or director | 5 | $0 | $83,025 | $0 |
| EDWARD GEARY | TRUSTEE Trustee or director | 5 | $0 | $41,549 | $0 |
| ANTHONY BORELLI | TRUSTEE Trustee or director | 5 | $0 | $41,549 | $0 |
| DONALD KIPP | TRUSTEE Trustee or director | 5 | $0 | $41,049 | $0 |
| JOHN COLLINS | TRUSTEE Trustee or director | 5 | $0 | $36,288 | $0 |
| WILLIAM MORRISSEY | TRUSTEE Trustee or director | 5 | $0 | $24,291 | $0 |
| MICHAEL PERUGGIA | TRUSTEE Former | 5 | $0 | $16,548 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DENNIS OSTERMANN | CONTROLLER Highest-paid employee | 2 | $0 | $219,760 | $13,186 |
| ERROL OGMAN | BENEFIT FUND MANAGER Highest-paid employee | 38 | $155,000 | $0 | $9,300 |
| VINCENT VALLELONG | TRUSTEE Trustee or director | 5 | $0 | $97,574 | $0 |
| EDMUND SMALL | TRUSTEE Trustee or director | 5 | $0 | $66,192 | $0 |
| MICHAEL PERUGGIA | TRUSTEE Trustee or director | 5 | $0 | $33,096 | $0 |
| EDWARD GEARY | TRUSTEE Trustee or director | 5 | $0 | $33,096 | $0 |
| ANTHONY BORELLI | TRUSTEE Trustee or director | 5 | $0 | $33,096 | $0 |
| DONALD KIPP | TRUSTEE Trustee or director | 5 | $0 | $33,096 | $0 |
| JOSEPH RICOTTA | TRUSTEE Trustee or director | 5 | $0 | $33,096 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DENNIS OSTERMANN | CONTROLLER Highest-paid employee | 2 | $32,964 | $186,796 | $13,186 |
| ERROL OGMAN | BENEFIT FUND MANAGER Highest-paid employee | 38 | $124,000 | $31,000 | $9,300 |
| VINCENT VALLELONG | TRUSTEE Trustee or director | 5 | $0 | $89,443 | $0 |
| EDMUND SMALL | TRUSTEE Trustee or director | 5 | $0 | $60,676 | $0 |
| MICHAEL PERUGGIA | TRUSTEE Trustee or director | 5 | $0 | $30,338 | $0 |
| EDWARD GEARY | TRUSTEE Trustee or director | 5 | $0 | $30,338 | $0 |
| ANTHONY BORELLI | TRUSTEE Trustee or director | 5 | $0 | $30,338 | $0 |
| DONALD KIPP | TRUSTEE Trustee or director | 5 | $0 | $30,338 | $0 |
| JOSEPH RICOTTA | TRUSTEE Trustee or director | 5 | $0 | $30,338 | $0 |
Address and contacts
- Address (IRS master file)
- 35 WORTH ST, NEW YORK, NY 10013-2935
- In care of
- % DENNIS OSTERMANN
- Principal officer (990 for 2024)
- VINCENT VALLELONG, 35 WORTH STREET, NEW YORK, NY 10013
- Signed the 990
- VINCENT VALLELONG, PRESIDENT
- Phone
- (212) 431-6555
- Website
- WWW.SBANYC.ORG
- Return prepared by
- FITZSIMMONS ABRAMS LLP
Mission
TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO COVERED MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO COVERED MEMBERS AND THEIR 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3704948
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,302,793
- Income (IRS master file)
- $27,517,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,517,203 | $28,561,337 | $51,302,793 | IRS |
| 990 | June 2024 | $25,197,262 | $28,596,305 | $52,345,865 | IRS |
| 990 | June 2023 | $21,477,051 | $23,681,684 | $54,904,022 | XML |
| 990 | June 2022 | $28,427,131 | $20,582,910 | $57,930,216 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 13-3704948).
Questions about SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND
- What is the EIN of SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND?
- The employer identification number (EIN) of SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND is 13-3704948.
- Is SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SERGENTS BENEVOLENT ASSN HEALTH & WELFARE 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 SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 names VINCENT VALLELONG.
- Who are the officers and directors of SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization.
- How much revenue does SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,517,203, expenses of $28,561,337 and total assets of $51,302,793 at year end.
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