Nonprofit · EIN 13-5661101
HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION
Tax-exempt · BARNEGAT, NJ 08005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $162,415 | $182,362 | -$19,947 | $756,883 | $77,284 | $679,599 |
| March 31, 2024 | 990 | $133,064 | $159,242 | -$26,178 | $787,188 | $90,005 | $697,183 |
| March 31, 2023 | 990 | $137,184 | $148,537 | -$11,353 | $725,973 | $103,862 | $622,111 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $132,428
- Investment income
- $29,987
- Net gain from sales of assets
- $1,988
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $110,199
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,000
- Accounting fees
- $23,900
Balance sheet and other
- Total assets, start of year
- $787,188
- Total assets, end of year
- $756,883
- Total liabilities, end of year
- $77,284
- Net assets, end of year
- $679,599
- Publicly traded securities
- $723,245
- Gross receipts
- $185,408
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1955
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH ARICO | UNION TRUSTEE Trustee or director | 1 | $0 |
| DANIEL FREEMAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH ARICO | UNION TRUSTEE Trustee or director | 1 | $0 |
| DANIEL FREEMAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH ARICO | UNION TRUSTEE Trustee or director | 1 | $0 |
| DANIEL FREEMAN | EMPLYR TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 136 MISSION WAY, BARNEGAT, NJ 08005-3338
- Principal officer (990 for 2024)
- JOSEPH ARICO, 136 MISSION WAY, BARNEGAT, NJ 08005
- Signed the 990
- JOSEPH ARICO, TRUSTEE
- Phone
- (908) 917-4000
- Return prepared by
- MSPC CPAS & ADVISORS PC
Mission
TO PROVIDE DENTAL BENEFITS FOR ITS PARTICIPANTS.
Program accomplishments
- THE PURPOSE OF THE FUND IS TO PROVIDE DENTAL BENEFITS TO THE 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 13-5661101
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $756,883
- Income (IRS master file)
- $185,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $162,415 | $182,362 | $756,883 | XML |
| 990 | March 2024 | $133,064 | $159,242 | $787,188 | XML |
| 990 | March 2023 | $137,184 | $148,537 | $725,973 | XML |
| 990 | March 2022 | $139,446 | $146,150 | $805,974 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 13-5661101).
Questions about HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION
- What is the EIN of HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION?
- The employer identification number (EIN) of HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION is 13-5661101.
- Is HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION 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 HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION?
- The 990 for the year ended March 31, 2025 names JOSEPH ARICO.
- Who are the officers and directors of HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION?
- The 990 for the year ended March 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HEALTH & WELFARE TRUST FUND UNITED PAPER WORKERS INTL UNION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $162,415, expenses of $182,362 and total assets of $756,883 at year end.
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