Nonprofit · EIN 38-6847980
AFL-CIO HEALTH & WELFARE TR
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $48,501,330 | $47,360,649 | $1,140,681 | $29,454,236 | $1,039,017 | $28,415,219 |
| December 31, 2023 | 990 | $43,509,206 | $42,764,912 | $744,294 | $28,516,072 | $1,435,678 | $27,080,394 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $47,621,256
- Investment income
- $880,074
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $45,506,655
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $43,907
- Accounting fees
- $68,150
Balance sheet and other
- Total assets, start of year
- $28,516,072
- Total assets, end of year
- $29,454,236
- Total liabilities, end of year
- $1,039,017
- Net assets, end of year
- $28,415,219
- Publicly traded securities
- $20,373,370
- Gross receipts
- $48,501,768
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- DC
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES MAHONEY | TRUSTEE Trustee or director | 2 | $0 | $433,621 | $99,274 |
| FREDRICK REDMOND | TRUSTEE Trustee or director | 2 | $0 | $280,214 | $101,324 |
| MACK HARRELL | TRUSTEE Trustee or director | 2 | $0 | $177,285 | $87,516 |
| TOM LEIBFRIED | TRUSTEE Trustee or director | 2 | $0 | $128,902 | $76,106 |
| JENNIFER CODY | TRUSTEE Trustee or director | 2 | $0 | $131,606 | $50,188 |
| LINDA BRIDGES | TRUSTEE Trustee or director | 2 | $0 | $167,440 | $0 |
| JOEL GRATZ | (FORMER) TRUSTEE Trustee or director | 2 | $0 | $106,329 | $59,741 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH DEAN FORMER | TRUSTEE Trustee or director | 2 | $0 | $297,315 | $76,235 |
| FREDRICK REDMOND | TRUSTEE Trustee or director | 2 | $0 | $245,600 | $89,907 |
| MACK HARRELL | TRUSTEE Trustee or director | 2 | $0 | $168,557 | $80,528 |
| TOM LEIBFRIED | TRUSTEE Trustee or director | 2 | $0 | $124,283 | $70,555 |
| LINDA BRIDGES | TRUSTEE Trustee or director | 2 | $0 | $159,613 | $0 |
| JOEL GATZ FORMER | TRUSTEE Trustee or director | 2 | $0 | $102,527 | $55,465 |
| SAMANTHA CONNOLLY FORMER | TRUSTEE Trustee or director | 2 | $0 | $102,292 | $40,231 |
| MICHAEL NOONAN FORMER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 815 16TH ST NW, WASHINGTON, DC 20006-4101
- In care of
- % AFL-CIO BOARD OF TRUSTEES TTEE
- Principal officer (990 for 2024)
- FREDRICK REDMOND, 815 16TH STREET NW, WASHINGTON, DC 20006
- Signed the 990
- FREDRICK REDMOND, TRUSTEE
- Phone
- (202) 637-5250
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
THE TRUST WAS ESTABLISHED TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE AFL-CIO, AFFILIATED DEPARTMENTS, STATE AND LOCAL CENTRAL BODIES AND OTHER AFFILIATED ENTITIES.
Program accomplishments
- PROVIDED MEDICAL, DENTAL, HEARING, VISION, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT COVERAGE, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 38-6847980
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $29,454,236
- Income (IRS master file)
- $48,501,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $48,501,330 | $47,360,649 | $29,454,236 | XML |
| 990 | December 2023 | $43,509,206 | $42,764,912 | $28,516,072 | XML |
| 990 | December 2022 | $41,869,026 | $39,405,547 | $27,017,350 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 38-6847980).
Questions about AFL-CIO HEALTH & WELFARE TR
- What is the EIN of AFL-CIO HEALTH & WELFARE TR?
- The employer identification number (EIN) of AFL-CIO HEALTH & WELFARE TR is 38-6847980.
- Is AFL-CIO HEALTH & WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to AFL-CIO HEALTH & WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AFL-CIO HEALTH & WELFARE TR 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 AFL-CIO HEALTH & WELFARE TR 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 AFL-CIO HEALTH & WELFARE TR 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 AFL-CIO HEALTH & WELFARE TR?
- The 990 for the year ended December 31, 2024 names FREDRICK REDMOND.
- Who are the officers and directors of AFL-CIO HEALTH & WELFARE TR?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does AFL-CIO HEALTH & WELFARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $48,501,330, expenses of $47,360,649 and total assets of $29,454,236 at year end.
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