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Nonprofit · EIN 35-1074113

INDIANA TEAMSTERS HEALTH BENEFITS FUND

Tax-exempt · INDIANAPOLIS, IN 46217

Financials

$77.1M$56M2023$81.7M$66M2024
Revenue Expenses · by fiscal year end
Financials of INDIANA TEAMSTERS HEALTH BENEFITS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$81,668,322$66,013,888$15,654,434$135,543,438$13,306,000$122,237,438
December 31, 2023990$77,075,689$56,014,981$21,060,708$115,810,917$8,562,000$107,248,917
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$72,592,243
Investment income
$9,076,079
Net gain from sales of assets
$1,691,204
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$60,922,811
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$72,501
Accounting fees
$95,713
Depreciation
$72,728

Balance sheet and other

Total assets, start of year
$115,810,917
Total assets, end of year
$135,543,438
Total liabilities, end of year
$13,306,000
Net assets, end of year
$122,237,438
Land, buildings and equipment
$993,239
Publicly traded securities
$115,038,189
Net assets without donor restrictions
$122,237,438
Gross receipts
$122,546,391
Employees
0
Volunteers
8
Year formed
1959
State of legal domicile
IN

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 / weekCompensation
JESSE MIKESELLTRUSTEE
Trustee or director
1$0
ROBERT WARNOCK IIITRUSTEE
Trustee or director
1$0
MIKE FERRARATRUSTEE
Trustee or director
1$0
GEORGE GERDESTRUSTEE
Trustee or director
1$0
DAVID HEYDETRUSTEE
Trustee or director
1$0
DUSTIN ROACHTRUSTEE
Trustee or director
1$0
SHAWN ALPERSTRUSTEE
Trustee or director
1$0
BRIAN L WHITTAKERTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
JESSE MIKESELLTRUSTEE
Trustee or director
1$0
ROBERT WARNOCK IIITRUSTEE
Trustee or director
1$0
MIKE FERRARATRUSTEE
Trustee or director
1$0
GEORGE GERDESTRUSTEE
Trustee or director
1$0
DAVID HEYDETRUSTEE
Trustee or director
1$0
DUSTIN ROACHTRUSTEE
Trustee or director
1$0
SHAWN ALPERSTRUSTEE
Trustee or director
1$0
BRIAN WHITTAKERTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6007 S HARDING ST, INDIANAPOLIS, IN 46217-9597
Principal officer (990 for 2024)
ROBERT WARNOCK III, 6007 S HARDING ST, INDIANAPOLIS, IN 46217
Signed the 990
ROBERT WARNOCK III, TRUSTEE
Phone
(317) 639-3575
Return prepared by
PILE CPA'S

Mission

THE FUND PROVIDES INDIANA TEAMSTERS UNION MEMBERS AND RETIREES WITH HEALTH AND WELFARE BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • MANAGED AND MAINTAINED HEALTH BENEFITS FUND FOR INDIANA TEAMSTERS UNION MEMBERS AND RETIREES.

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
35-1074113
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$135,543,438
Income (IRS master file)
$122,546,391

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$81,668,322$66,013,888$135,543,438XML
990December 2023$77,075,689$56,014,981$115,810,917XML
990December 2022$68,312,654$57,201,429$93,287,672IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 35-1074113).

Questions about INDIANA TEAMSTERS HEALTH BENEFITS FUND

What is the EIN of INDIANA TEAMSTERS HEALTH BENEFITS FUND?
The employer identification number (EIN) of INDIANA TEAMSTERS HEALTH BENEFITS FUND is 35-1074113.
Is INDIANA TEAMSTERS HEALTH BENEFITS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to INDIANA TEAMSTERS HEALTH BENEFITS FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INDIANA TEAMSTERS HEALTH BENEFITS 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 INDIANA TEAMSTERS HEALTH BENEFITS 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 INDIANA TEAMSTERS HEALTH BENEFITS 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 INDIANA TEAMSTERS HEALTH BENEFITS FUND?
The 990 for the year ended December 31, 2024 names ROBERT WARNOCK III.
Who are the officers and directors of INDIANA TEAMSTERS HEALTH BENEFITS FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does INDIANA TEAMSTERS HEALTH BENEFITS FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $81,668,322, expenses of $66,013,888 and total assets of $135,543,438 at year end.

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