Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7017526

KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND

Tax-exempt · LAWRENCEBURG, KY 40342

Financials

$24.7M$21.7M2023$28.9M$22.6M2024
Revenue Expenses · by fiscal year end
Financials of KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$28,873,743$22,606,614$6,267,129$46,212,126$884,937$45,327,189
December 31, 2023990$24,714,024$21,672,695$3,041,329$38,623,854$943,267$37,680,587
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$27,740,813
Investment income
$1,060,904
Net gain from sales of assets
$47,059
Other revenue
$72,026

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$19,937,740
Other salaries and wages
$547,709
Salaries, compensation and benefits (total)
$1,088,339
Professional fundraising fees
$0
Legal fees
$90,545
Accounting fees
$104,602
Occupancy
$37,138
Depreciation
$2,881

Balance sheet and other

Total assets, start of year
$38,623,854
Total assets, end of year
$46,212,126
Total liabilities, end of year
$884,937
Net assets, end of year
$45,327,189
Land, buildings and equipment
$11,707
Publicly traded securities
$40,273,549
Gross receipts
$46,447,718
Employees
8
Volunteers
9
Year formed
1967
State of legal domicile
KY

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.

NameTitleHours / weekCompensationOther / benefits
SAMANTHA GRIFFIETHFUND ADMINISTRATOR
Highest-paid employee
40$106,528$80,841
DONALD TRAVISEMPLOYER TRUSTEE
Trustee or director
1$0$0
JEFF STORYEMPLOYER TRUSTEE
Trustee or director
1$0$0
ANTHONY WICKLINETRUSTEE (TO 01/24)
Trustee or director
1$0$0
LARRY HENDERSONUNION TRUSTEE
Trustee or director
1$0$0
DWAYNE MCCAULEYUNION TRUSTEE
Trustee or director
1$0$0
JEREMY JENKINSUNION TRUSTEE
Trustee or director
1$0$0
TERRY BLADESALTERNATE UNION TRUSTEE
Trustee or director
1$0$0
PERRY BLADESCHAIRMAN
Trustee or director, Officer
1$0$0
DOUG HACKERSECRETARY/TREASURER
Trustee or director, Officer
1$0$0
DAVID BOIENEMPLOYER TRUSTEE (FROM 01/24)
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
DANA CROUCHFUND ADMINISTRATOR
Highest-paid employee
40$115,558$45,759
DONALD TRAVISTRUSTEE
Trustee or director
1$0$0
JEFF STORYTRUSTEE
Trustee or director
1$0$0
ANTHONY WICKLINETRUSTEE
Trustee or director
1$0$0
LARRY HENDERSONTRUSTEE
Trustee or director
1$0$0
DWAYNE MCCAULEYTRUSTEE
Trustee or director
1$0$0
JEREMY JENKINSTRUSTEE
Trustee or director
1$0$0
TERRY BLADESTRUSTEE
Trustee or director
1$0$0
PERRY BLADESCHAIRMAN
Trustee or director, Officer
1$0$0
DOUG HACKERSECRETARY/TREASURER
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
1996 BYPASS S, LAWRENCEBURG, KY 40342-9755
Principal officer (990 for 2024)
PERRY BLADES, 1996 BY-PASS SOUTH, LAWRENCEBURG, KY 40342
Signed the 990
PERRY BLADES, CHAIRMAN
Phone
(502) 839-8166
Return prepared by
CHERRY BEKAERT ADVISORY LLC

Mission

EMPLOYEE BENEFIT PLAN PROVIDING ACCIDENT, SICKNESS, VISION, DENTAL, DEATH AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS FOR ACTIVE PARTICIPANTS AND ACCIDENT, SICKNESS, VISION, DENTAL AND DEATH BENEFITS FOR RETIRED PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • EMPLOYEE BENEFIT PLAN PROVIDING ACCIDENT, SICKNESS, VISION, DENTAL, DEATH AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS FOR ACTIVE PARTICIPANTS AND ACCIDENT, SICKNESS, VISION, DENTAL AND DEATH BENEFITS FOR RETIRED 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7017526
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1969
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$46,212,126
Income (IRS master file)
$46,447,718

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$28,873,743$22,606,614$46,212,126XML
990December 2023$24,714,024$21,672,695$38,623,854XML
990December 2022$20,361,283$18,431,465$33,958,983IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 23-7017526).

Questions about KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND

What is the EIN of KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND?
The employer identification number (EIN) of KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND is 23-7017526.
Is KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
Are donations to KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KENTUCKY LABORERS DISTRICT COUNCIL 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 KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND 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 KENTUCKY LABORERS DISTRICT COUNCIL 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 2024.
Who is the principal officer of KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names PERRY BLADES.
Who are the officers and directors of KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $106,528 (SAMANTHA GRIFFIETH, FUND ADMINISTRATOR).
How much revenue does KENTUCKY LABORERS DISTRICT COUNCIL HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $28,873,743, expenses of $22,606,614 and total assets of $46,212,126 at year end.

Other nonprofits in LAWRENCEBURG

All nonprofits in LAWRENCEBURG · Kentucky