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Nonprofit · EIN 35-6327302

IRON WORKERS LOCAL 395 TRUST FUND

Tax-exempt · OAK BROOK, IL 60523

Financials

$21.1M$20.9M2023$22.3M$22.3M2024
Revenue Expenses · by fiscal year end
Financials of IRON WORKERS LOCAL 395 TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$22,325,912$22,255,379$70,533$63,173,862$1,753,149$61,420,713
December 31, 2023990$21,134,983$20,925,138$209,845$61,785,446$1,619,072$60,166,374
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$19,975,138
Investment income
$2,269,173
Net gain from sales of assets
$152,772
Other revenue
$81,601

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,562,872
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$37,504
Accounting fees
$38,575

Balance sheet and other

Total assets, start of year
$61,785,446
Total assets, end of year
$63,173,862
Total liabilities, end of year
$1,753,149
Net assets, end of year
$61,420,713
Publicly traded securities
$54,426,740
Gross receipts
$30,032,303
Employees
58
Volunteers
0
Year formed
1977
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 / weekCompensationFrom related orgsOther / benefits
RONALD WARE JRUNION TRUSTEE
Trustee or director
2$0$164,746$132,275
JIM STEMMLER JRUNION TRUSTEE
Trustee or director
2$0$162,309$132,275
STEVE MICHAELSEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
SAMUEL TIPTONEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RONALD WARE JRUNION TRUSTEE
Trustee or director
2$0$153,856$129,413
JIM STEMMLER JRUNION TRUSTEE
Trustee or director
2$0$151,560$129,413
STEVE MICHAELSEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
SAMUEL TIPTONEMPLOYER TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
2625 BUTTERFIELD RD STE 208E, OAK BROOK, IL 60523-3417
In care of
% PLAN ADMINISTRATOR
Principal officer (990 for 2024)
RONALD WARE, 2625 BUTTERFIELD ROAD 208E, OAK BROOK, IL 60523
Signed the 990
RONALD WARE, CHAIRMAN
Phone
(312) 649-1200
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE HEALTH BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH, LIFE, ACCIDENTAL DEATH & DISMEMBERMENT, DENTAL, AND VISION BENEFITS FOR 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 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
35-6327302
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1978
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$63,173,862
Income (IRS master file)
$30,032,303

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$22,325,912$22,255,379$63,173,862XML
990December 2023$21,134,983$20,925,138$61,785,446XML
990December 2022$16,825,764$17,962,881$57,751,240IRS
990December 2021–––IRS
990December 2020–––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 35-6327302).

Questions about IRON WORKERS LOCAL 395 TRUST FUND

What is the EIN of IRON WORKERS LOCAL 395 TRUST FUND?
The employer identification number (EIN) of IRON WORKERS LOCAL 395 TRUST FUND is 35-6327302.
Is IRON WORKERS LOCAL 395 TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1978.
Are donations to IRON WORKERS LOCAL 395 TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IRON WORKERS LOCAL 395 TRUST 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 IRON WORKERS LOCAL 395 TRUST 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 IRON WORKERS LOCAL 395 TRUST 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 IRON WORKERS LOCAL 395 TRUST FUND?
The 990 for the year ended December 31, 2024 names RONALD WARE.
Who are the officers and directors of IRON WORKERS LOCAL 395 TRUST FUND?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does IRON WORKERS LOCAL 395 TRUST FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $22,325,912, expenses of $22,255,379 and total assets of $63,173,862 at year end.

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