Nonprofit · EIN 36-6125658
CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F
Also known as 301
Tax-exempt · WAUKEGAN, IL 60087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $21,491,892 | $19,246,880 | $2,245,012 | $76,158,712 | $615,529 | $75,543,183 |
| December 31, 2024 | 990 | $20,959,729 | $17,723,218 | $3,236,511 | $70,883,192 | $536,210 | $70,346,982 |
| December 31, 2023 | 990 | $18,132,814 | $14,914,533 | $3,218,281 | $66,886,883 | $488,282 | $66,398,601 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,878,961
- Investment income
- $2,514,749
- Net gain from sales of assets
- -$309,321
- Other revenue
- $98,182
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,756,743
- Compensation of officers, directors and key employees
- $118,568
- Salaries, compensation and benefits (total)
- $125,859
- Professional fundraising fees
- $0
- Legal fees
- $66,001
- Accounting fees
- $73,172
- Program services (functional)
- $19,246,880
Balance sheet and other
- Total assets, start of year
- $70,883,192
- Total assets, end of year
- $76,158,712
- Total liabilities, end of year
- $615,529
- Net assets, end of year
- $75,543,183
- Publicly traded securities
- $68,877,516
- Gross receipts
- $38,275,273
- Employees
- 1
- Year formed
- 1955
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Sara Wolf | Fund Administ Officer | 22 | $91,754 | $91,754 | $53,628 |
| Michael T Haffner | Chairman Trustee or director | 5 | $0 | $169,741 | $53,831 |
| James Florkiewicz | Union Trustee Trustee or director | 2 | $0 | $154,245 | $53,628 |
| Scott Parfrey | Union Trustee Trustee or director | 2 | $0 | $150,276 | $53,628 |
| Barbra Moeller | Frmr Union Tr Trustee or director | 2 | $0 | $130,285 | $53,628 |
| Theodore Stilling | Frmr Emplyr Tr Trustee or director | 2 | $0 | $0 | $0 |
| Michael Wolff | Emplyr. Trustee Trustee or director | 4 | $0 | $0 | $0 |
| Brent Blankenhorn | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Randi Wille | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Sara Wolf | Fund Administ Officer | 22 | $88,850 | $88,850 | $51,972 |
| Michael T Haffner | Chairman Trustee or director | 5 | $0 | $160,673 | $52,175 |
| James Florkiewicz | Union Trustee Trustee or director | 2 | $0 | $146,479 | $51,972 |
| Barbara Moeller | Union Trustee Trustee or director | 2 | $0 | $121,423 | $51,972 |
| Michael Wolff | Emplyr. Trustee Trustee or director | 4 | $0 | $0 | $0 |
| Theodore Stilling | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Randi Wille | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michael E Brya | Union Trustee Trustee or director | 2 | $0 | $188,496 | $46,250 |
| Sara Wolf | Fund Administ Officer | 22 | $83,877 | $83,877 | $50,016 |
| Michael T Haffner | Chairman Trustee or director | 5 | $0 | $158,673 | $50,219 |
| James Florkiewicz | Union Trustee Trustee or director | 2 | $0 | $139,506 | $50,016 |
| Barbara Moeller | Trustee Trustee or director | 2 | $0 | $119,423 | $50,016 |
| Michael Wolff | Emplyr. Trustee Trustee or director | 4 | $0 | $0 | $0 |
| Theodore Stilling | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Randi Wille | Emplyr. Trustee Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 36990 N GREEN BAY RD, WAUKEGAN, IL 60087-3406
- Principal officer (990 for 2025)
- Michael T Haffner, 36990 N Greenbay Road, Waukegan, IL 600873401
- Signed the 990
- Michael T Haffner, Chairman
- Phone
- (847) 623-5430
- Return prepared by
- Frank J Baker & Company Ltd
Mission
To provide medical care, dental care, vision and life insurance to all eligible members of Local 301 I.B. of T.
Program accomplishments
- To provide medical care, dental care, vision care, and life insurance to all eligible members of Local 301 I.B. of T.Expenses $19,246,880
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
- 36-6125658
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $76,158,712
- Income (IRS master file)
- $38,275,273
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $21,491,892 | $19,246,880 | $76,158,712 | IRS |
| 990 | December 2024 | $20,959,729 | $17,723,218 | $70,883,192 | IRS |
| 990 | December 2023 | $18,132,814 | $14,914,533 | $66,886,883 | XML |
| 990 | December 2022 | $17,193,260 | $14,525,126 | $59,780,081 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 36-6125658).
Questions about CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F
- What is the EIN of CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F?
- The employer identification number (EIN) of CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F is 36-6125658.
- Is CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F 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 CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F 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 CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F 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 CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F?
- The 990 for the year ended December 31, 2025 names Michael T Haffner.
- Who are the officers and directors of CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $91,754 (Sara Wolf, Fund Administ).
- How much revenue does CHAUFFEURS TEAMSTERS & HELPERS LOCAL UNION 301 HEALTH & WELFARE F have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $21,491,892, expenses of $19,246,880 and total assets of $76,158,712 at year end.
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