Nonprofit · EIN 22-3867031
IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN
Also known as DOUGHERTY JOSPEH TTEE
Tax-exempt · PHILADELPHIA, PA 19154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,391,071 | $1,428,730 | -$37,659 | $3,505,161 | $23,021 | $3,482,140 |
| June 30, 2024 | 990 | $1,518,327 | $1,231,177 | $287,150 | $3,527,857 | $17,395 | $3,510,462 |
| June 30, 2023 | 990 | $822,240 | $1,196,322 | -$374,082 | $3,225,726 | $14,167 | $3,211,559 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,253,331
- Investment income
- $137,740
- Net gain from sales of assets
- $1,099
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,342,509
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $500
- Accounting fees
- $4,765
Balance sheet and other
- Total assets, start of year
- $3,527,857
- Total assets, end of year
- $3,505,161
- Total liabilities, end of year
- $23,021
- Net assets, end of year
- $3,482,140
- Publicly traded securities
- $892,347
- Gross receipts
- $2,823,909
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- PA
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 |
|---|---|---|---|---|---|
| Kevin Boyle | Union Trustee Trustee or director | 5 | $0 | $181,538 | $131,986 |
| Henry Berk | Union Trustee Trustee or director | 5 | $0 | $167,892 | $131,986 |
| Jamal Coles | Union Trustee Trustee or director | 5 | $0 | $165,392 | $131,986 |
| Susan Dachowski | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Patricia Ciervo | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Thomas Lindstrom | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kevin Boyle | Union Trustee Trustee or director | 5 | $0 | $169,540 | $122,847 |
| Jamal Coles | Union Trustee Trustee or director | 5 | $0 | $163,641 | $122,847 |
| Henry Berk | Union Trustee Trustee or director | 5 | $0 | $163,554 | $122,847 |
| Susan Dachowski | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Patricia Ciervo | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Thomas Lindstrom | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kevin Boyle | Union Trustee Trustee or director | 5 | $0 | $171,856 | $132,029 |
| Jamal Coles | Union Trustee Trustee or director | 5 | $0 | $159,456 | $132,389 |
| Henry Berk | Union Trustee Trustee or director | 5 | $0 | $119,714 | $97,331 |
| Susan Dachowski | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Patricia Ciervo | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Thomas Lindstrom | Employer Trustee Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11600 NORCOM RD, PHILADELPHIA, PA 19154-2309
- Principal officer (990 for 2024)
- Kevin Boyle, 11600 Norcom Road, Philadelphia, PA 19154
- Signed the 990
- Kevin Boyle, Trustee
- Phone
- (215) 676-3000
- Return prepared by
- FISCHER DORWART PC
Mission
Financial protection for participants and dependents.
Program accomplishments
- Iron Workers Local 401 Supplemental Welfare Fund provides partial reimbursement of COBRA continuation costs and / or medicare supplemental plan costs to eligible 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 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
- 22-3867031
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,505,161
- Income (IRS master file)
- $2,823,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,391,071 | $1,428,730 | $3,505,161 | IRS |
| 990 | June 2024 | $1,518,327 | $1,231,177 | $3,527,857 | XML |
| 990 | June 2023 | $822,240 | $1,196,322 | $3,225,726 | XML |
| 990 | June 2022 | $1,340,442 | $1,159,108 | $3,598,551 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 22-3867031).
Questions about IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN
- What is the EIN of IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN?
- The employer identification number (EIN) of IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN is 22-3867031.
- Is IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN 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 IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN 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 IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN 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 IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN?
- The 990 for the year ended June 30, 2025 names Kevin Boyle.
- Who are the officers and directors of IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does IRON WORKERS LOCAL 401 SUPPLEMENTAL WELFARE FUND PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,391,071, expenses of $1,428,730 and total assets of $3,505,161 at year end.
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