Nonprofit · EIN 13-6674743
HEALTH & BENEFITS TRUSR FUND IUOE
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $231,876,603 | $186,045,728 | $45,830,875 | $637,263,969 | $18,777,223 | $618,486,746 |
| December 31, 2023 | 990 | $210,030,138 | $175,507,640 | $34,522,498 | $569,780,531 | $19,463,862 | $550,316,669 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $204,525,481
- Investment income
- $27,282,291
- Net gain from sales of assets
- $10,299,862
- Other revenue
- $68,831
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $180,860,616
- Compensation of officers, directors and key employees
- $647,844
- Other salaries and wages
- $762,401
- Salaries, compensation and benefits (total)
- $2,006,755
- Professional fundraising fees
- $0
- Legal fees
- $672,252
- Accounting fees
- $249,909
- Occupancy
- $136,927
- Depreciation
- $27,314
Balance sheet and other
- Total assets, start of year
- $569,780,531
- Total assets, end of year
- $637,263,969
- Total liabilities, end of year
- $18,777,223
- Net assets, end of year
- $618,486,746
- Land, buildings and equipment
- $186,625
- Publicly traded securities
- $582,273,992
- Gross receipts
- $547,126,314
- Employees
- 15
- Volunteers
- 0
- Year formed
- 1975
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. Officer | 28 | $268,851 | $92,622 |
| SANDRA CHIN | CFO Highest-paid employee | 34 | $204,225 | $83,394 |
| DEREK DAVIS | FUND ADMIN Officer | 40 | $196,819 | $82,403 |
| ANNETTE HASSELL | ASST FUND ADMIN Highest-paid employee | 40 | $115,728 | $71,210 |
| MABEL LAU | BOOKKEEPER Highest-paid employee | 28 | $105,217 | $69,451 |
| KUBA BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS HART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL GADALETA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RAYMOND MACCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HOWARD ROTHSCHILD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS HILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN BRENNAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. Officer | 28 | $260,694 | $91,025 |
| SANDRA CHIN | CFO Highest-paid employee | 22 | $196,017 | $81,877 |
| DEREK DAVIS | FUND ADMIN Officer | 40 | $183,460 | $81,174 |
| ANNETTE HASSELL | ASST FUND ADMIN Highest-paid employee | 40 | $111,790 | $70,384 |
| KUBA BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS HART | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL GADALETA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RAYMOND MACCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HOWARD ROTHSCHILD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS HILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN BRENNAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 331 W 44TH ST # 337, NEW YORK, NY 10036-5402
- Signed the 990
- KUBA BROWN, TRUSTEE
- Phone
- (212) 331-1800
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6674743
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $637,263,969
- Income (IRS master file)
- $547,126,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $231,876,603 | $186,045,728 | $637,263,969 | XML |
| 990 | December 2023 | $210,030,138 | $175,507,640 | $569,780,531 | XML |
| 990 | December 2022 | $205,903,160 | $159,466,229 | $483,848,224 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 13-6674743).
Questions about HEALTH & BENEFITS TRUSR FUND IUOE
- What is the EIN of HEALTH & BENEFITS TRUSR FUND IUOE?
- The employer identification number (EIN) of HEALTH & BENEFITS TRUSR FUND IUOE is 13-6674743.
- Is HEALTH & BENEFITS TRUSR FUND IUOE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to HEALTH & BENEFITS TRUSR FUND IUOE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH & BENEFITS TRUSR FUND IUOE 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 & BENEFITS TRUSR FUND IUOE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH & BENEFITS TRUSR FUND IUOE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of HEALTH & BENEFITS TRUSR FUND IUOE?
- The 990 for the year ended December 31, 2024 lists 13 people; 5 received compensation from the organization, the highest $268,851 (WILLIAM FARANDA, EXECUTIVE DIR.).
- How much revenue does HEALTH & BENEFITS TRUSR FUND IUOE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $231,876,603, expenses of $186,045,728 and total assets of $637,263,969 at year end.
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