Nonprofit · EIN 36-2525603
LOCAL NO 1 HEALTH FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $94,632,699 | $98,322,223 | -$3,689,524 | $115,156,141 | $421,105 | $114,735,036 |
| June 30, 2024 | 990 | $89,549,930 | $87,669,631 | $1,880,299 | $114,026,944 | $654,907 | $113,372,037 |
| June 30, 2023 | 990 | $83,937,395 | $81,511,647 | $2,425,748 | $106,734,179 | $869,794 | $105,864,385 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $91,049,826
- Investment income
- $3,582,873
- Net gain from sales of assets
- $1,025,318
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $95,900,809
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $208,535
- Accounting fees
- $120,014
Balance sheet and other
- Total assets, start of year
- $114,026,944
- Total assets, end of year
- $115,156,141
- Total liabilities, end of year
- $421,105
- Net assets, end of year
- $114,735,036
- Publicly traded securities
- $71,056,280
- Gross receipts
- $160,958,992
- Employees
- 46
- Volunteers
- 0
- Year formed
- 1963
- State of legal domicile
- IL
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 |
|---|---|---|---|---|---|
| GENIE KASTRUP | CHAIRWOMAN Trustee or director | 1 | $0 | $224,800 | $63,160 |
| EFRAIN ELIAS | TRUSTEE Trustee or director | 1 | $0 | $193,740 | $56,335 |
| IZABELA MILTKO-IVKOVICH | TRUSTEE Trustee or director | 1 | $0 | $165,730 | $50,453 |
| LUPITA AGUILA | TRUSTEE Trustee or director | 1 | $0 | $126,400 | $42,194 |
| MAX GERBOC | TRUSTEE Trustee or director | 1 | $0 | $117,640 | $40,355 |
| SENAD SPAHIJA | TRUSTEE Trustee or director | 1 | $0 | $102,653 | $35,455 |
| VINCE PESHA | TRUSTEE (PAST) Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT GRAF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEON WOLIN | TRUSTEE (PAST) Trustee or director | 1.5 | $0 | $0 | $0 |
| DOUGLAS WOODWORTH | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| TIM KRAMER | TRUSTEE (PAST) Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WATTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA BYRNE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MILENA RADJENOVICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GENIE KASTRUP | CHAIRWOMAN Trustee or director | 1 | $0 | $216,200 | $60,835 |
| EFRAIN ELIAS | TRUSTEE Trustee or director | 1 | $0 | $186,390 | $54,273 |
| IZABELA MILTKO-IVKOVICH | TRUSTEE Trustee or director | 1 | $0 | $159,458 | $48,617 |
| LUPITA AGUILA | TRUSTEE Trustee or director | 1 | $0 | $121,640 | $40,675 |
| SENAD SPHAHIJA | TRUSTEE Trustee or director | 1 | $0 | $99,150 | $34,075 |
| VINCE PESHA | TRUSTEE Trustee or director | 1 | $0 | $11,291 | $8,860 |
| ROBERT GRAF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEON WOLIN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| DOUGLAS WOODWORTH | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| TIM KRAMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WATTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA BYRNE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GENIE KASTRUP | CHAIRWOMAN Trustee or director | 1 | $0 | $210,771 | $59,279 |
| EFRAIN ELIAS | TRUSTEE Trustee or director | 1 | $0 | $186,390 | $53,856 |
| IZABELA MILTKO-IVKOVICH | TRUSTEE Trustee or director | 1 | $0 | $159,458 | $48,200 |
| VINCE PESHA | TRUSTEE Trustee or director | 1 | $0 | $135,497 | $43,168 |
| LUPITA AGUILA | TRUSTEE Trustee or director | 1 | $0 | $119,930 | $39,899 |
| SENAD SPHAHIJA | TRUSTEE Trustee or director | 1 | $0 | $95,580 | $33,034 |
| ROBERT GRAF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LEON WOLIN | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| DOUGLAS WOODWORTH | TRUSTEE Trustee or director | 1.5 | $0 | $0 | $0 |
| TIM KRAMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES WATTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA BYRNE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- Principal officer (990 for 2024)
- EFRAIN ELIAS, 1431 OPUS PLACE 350, DOWNERS GROVE, IL 60515
- Signed the 990
- EFRAIN ELIAS, TRUSTEE
- Phone
- (630) 288-6868
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH BENEFITS
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS AND DEPENDENTS IN ACCORDANCE WITH THE PLAN DOCUMENT.
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
- 36-2525603
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $115,156,141
- Income (IRS master file)
- $160,958,992
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $94,632,699 | $98,322,223 | $115,156,141 | IRS |
| 990 | June 2024 | $89,549,930 | $87,669,631 | $114,026,944 | XML |
| 990 | June 2023 | $83,937,395 | $81,511,647 | $106,734,179 | XML |
| 990 | June 2022 | $78,174,320 | $81,493,211 | $101,619,267 | 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 36-2525603).
Questions about LOCAL NO 1 HEALTH FUND
- What is the EIN of LOCAL NO 1 HEALTH FUND?
- The employer identification number (EIN) of LOCAL NO 1 HEALTH FUND is 36-2525603.
- Is LOCAL NO 1 HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to LOCAL NO 1 HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL NO 1 HEALTH 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 LOCAL NO 1 HEALTH FUND 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 LOCAL NO 1 HEALTH FUND 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 LOCAL NO 1 HEALTH FUND?
- The 990 for the year ended June 30, 2025 names EFRAIN ELIAS.
- Who are the officers and directors of LOCAL NO 1 HEALTH FUND?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does LOCAL NO 1 HEALTH FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $94,632,699, expenses of $98,322,223 and total assets of $115,156,141 at year end.
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