Nonprofit · EIN 23-6263170
CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
Tax-exempt · WYOMISSING, PA 19610
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $136,325,227 | $142,126,395 | -$5,801,168 | $192,906,018 | $863,706 | $192,042,312 |
| December 31, 2024 | 990 | $131,566,092 | $128,762,037 | $2,804,055 | $193,546,786 | $995,819 | $192,550,967 |
| December 31, 2023 | 990 | $135,988,128 | $134,545,911 | $1,442,217 | $188,436,896 | $1,045,401 | $187,391,495 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $127,656,658
- Investment income
- $8,668,569
- Net gain from sales of assets
- $2,071,684
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $130,672,697
- Compensation of officers, directors and key employees
- $25,000
- Other salaries and wages
- $2,195,925
- Salaries, compensation and benefits (total)
- $4,560,346
- Professional fundraising fees
- $0
- Legal fees
- $399,504
- Accounting fees
- $70,358
- Occupancy
- $194,890
- Depreciation
- $127,938
Balance sheet and other
- Total assets, start of year
- $193,546,786
- Total assets, end of year
- $192,906,018
- Total liabilities, end of year
- $863,706
- Net assets, end of year
- $192,042,312
- Land, buildings and equipment
- $364,626
- Publicly traded securities
- $142,526,032
- Gross receipts
- $221,318,961
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH J SAMOLEWICZ | FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $237,320 | $123,397 |
| JAMES STRICKER | INFORMATION TECHNOLOGY Highest-paid employee | 22.5 | $0 | $156,756 | $104,763 |
| WILLIAM SHAPPELL | UNION TRUSTEE Trustee or director | 2 | $0 | $143,137 | $93,466 |
| JIM GEISE | UNION TRUSTEE Trustee or director | 2 | $0 | $135,932 | $91,127 |
| RUSTY KEMP JR | HUMAN RESOURCES MANAGER Highest-paid employee | 22.5 | $0 | $110,728 | $94,118 |
| KYLE WELLER | ASST FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $127,844 | $75,826 |
| EDGAR H THOMPSON | UNION TRUSTEE Trustee or director | 2 | $0 | $119,673 | $68,356 |
| ADAM CROSSEN | UNION TRUSTEE Trustee or director | 2 | $0 | $126,938 | $59,236 |
| MARTIN L CULLEN | ASST FUND ADMINISTRATOR (P) Highest-paid employee | 22.5 | $0 | $112,218 | $69,662 |
| KEN ROSS | EMPLOYER TRUSTEE Trustee or director | 2 | $12,500 | $12,500 | $0 |
| KEVIN BOLIG | UNION TRUSTEE Trustee or director | 2 | $12,500 | $12,500 | $0 |
| MARK GLADFELTER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ASHLYNNE HART | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL SCHMIDT | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN SWAIM | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH J SAMOLEWICZ | FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $227,108 | $119,785 |
| MARTIN L CULLEN | ASST FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $167,896 | $97,001 |
| JAMES STRICKER | INFORMATION TECHNOLOGY Highest-paid employee | 22.5 | $0 | $149,984 | $101,944 |
| RUSTY KEMP JR | HUMAN RESOURCES MANAGER Highest-paid employee | 22.5 | $0 | $106,212 | $91,817 |
| WILLIAM SHAPPELL | UNION TRUSTEE Trustee or director | 2 | $0 | $136,320 | $50,642 |
| JIM GEISE | UNION TRUSTEE Trustee or director | 2 | $0 | $129,459 | $46,843 |
| KYLE WELLER | CONTROLLER Highest-paid employee | 22.5 | $0 | $103,625 | $69,347 |
| EDGAR H THOMPSON | UNION TRUSTEE Trustee or director | 2 | $0 | $109,205 | $62,103 |
| ADAM CROSSEN | UNION TRUSTEE Trustee or director | 2 | $0 | $122,693 | $32,198 |
| KEVIN BOLIG | UNION TRUSTEE Trustee or director | 2 | $12,500 | $12,500 | $0 |
| KEN ROSS | EMPLOYER TRUSTEE Trustee or director | 2 | $12,500 | $12,500 | $0 |
| MARK GLADFELTER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ASHLYNNE HART | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL SCHMIDT | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN SWAIM | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH J SAMOLEWICZ | FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $210,630 | $114,723 |
| MARTIN L CULLEN | ASST FUND ADMINISTRATOR Highest-paid employee | 22.5 | $0 | $154,896 | $92,904 |
| JAMES STRICKER | INFORMATION TECHNOLOGY Highest-paid employee | 22.5 | $0 | $138,016 | $101,011 |
| WILLIAM SHAPPELL | UNION TRUSTEE Trustee or director | 2 | $0 | $126,223 | $82,383 |
| KEVIN BOLIG | UNION TRUSTEE Trustee or director | 2 | $0 | $119,870 | $68,568 |
| JIM GEISE | UNION TRUSTEE Trustee or director | 2 | $0 | $100,226 | $76,407 |
| EDGAR H THOMPSON | UNION TRUSTEE Trustee or director | 2 | $0 | $101,786 | $60,102 |
| DANIEL SCHMIDT | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEN ROSS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN SWAIM | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARK GLADFELTER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 SPRING ST, WYOMISSING, PA 19610-1747
- Principal officer (990 for 2025)
- WILLIAM M SHAPPELL, 1055 SPRING STREET, WYOMISSING, PA 19610
- Signed the 990
- WILLIAM M SHAPPELL, TRUSTEE
- Phone
- (610) 320-5500
- Website
- WWW.CENTRALPATEAMSTERS.COM
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE 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 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 | 990 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
- 23-6263170
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $192,906,018
- Income (IRS master file)
- $221,318,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $136,325,227 | $142,126,395 | $192,906,018 | XML |
| 990 | December 2024 | $131,566,092 | $128,762,037 | $193,546,786 | XML |
| 990 | December 2023 | $135,988,128 | $134,545,911 | $188,436,896 | XML |
| 990 | December 2022 | $134,349,929 | $124,646,289 | $181,415,751 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 23-6263170).
Questions about CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND
- What is the EIN of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND is 23-6263170.
- Is CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND 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 CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE 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 CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE 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 CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 names WILLIAM M SHAPPELL.
- Who are the officers and directors of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization.
- How much revenue does CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $136,325,227, expenses of $142,126,395 and total assets of $192,906,018 at year end.
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- INTERNATIONAL BROTHERHOOD OF TEAMSTERS EIN 23-0724625 · last filed 990 for 2025
- PENNSYLVANIA ACADEMY OF FAMILY PHYSICIANS FOUNDATION EIN 23-2340801 · last filed 990 for 2024
- AMERICAN ACADEMY OF FAMILY PHYSICIANS EIN 23-1333063 · last filed 990 for 2024