Nonprofit · EIN 39-6048358
MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $75,925,993 | $73,726,263 | $2,199,730 | $81,667,421 | $13,120,787 | $68,546,634 |
| June 30, 2024 | 990 | $76,425,624 | $66,347,121 | $10,078,503 | $74,530,496 | $11,690,794 | $62,839,702 |
| June 30, 2023 | 990 | $65,912,626 | $69,130,554 | -$3,217,928 | $63,079,304 | $13,284,869 | $49,794,435 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $73,685,617
- Investment income
- $2,240,376
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $70,831,166
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $166,789
- Accounting fees
- $30,450
- Occupancy
- $6,192
- Depreciation
- $27,430
Balance sheet and other
- Total assets, start of year
- $74,530,496
- Total assets, end of year
- $81,667,421
- Total liabilities, end of year
- $13,120,787
- Net assets, end of year
- $68,546,634
- Land, buildings and equipment
- $131,609
- Publicly traded securities
- $60,200,601
- Gross receipts
- $85,399,333
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- WI
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 |
|---|---|---|---|---|---|
| WILLIAM CARROLL | TRUSTEE Trustee or director | 3 | $0 | $174,469 | $66,393 |
| DAVID KRAUSE | TRUSTEE Trustee or director | 3 | $0 | $166,121 | $65,522 |
| KEVIN SCHWERDTFEGER | TRUSTEE Trustee or director | 3 | $0 | $161,845 | $65,251 |
| JOHN ENGLER | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| STEPHEN MUSSON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| FRANK SAMRA | FORMER TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| KURT STEINHOFF | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee Trustee or director | 3 | $0 | $173,959 | $63,077 |
| DAVID KRAUSE | Trustee Trustee or director | 3 | $0 | $153,238 | $62,238 |
| KEVIN SCHWERDTFEGER | Trustee Trustee or director | 3 | $0 | $147,818 | $62,030 |
| JOHN ENGLER | Trustee Trustee or director | 3 | $0 | $0 | $0 |
| STEPHEN MUSSON | Trustee Trustee or director | 3 | $0 | $0 | $0 |
| FRANK SAMRA | trustee Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee Trustee or director | 3 | $0 | $169,305 | $61,768 |
| Eric Kukor | former trustee Trustee or director | 3 | $0 | $167,244 | $61,620 |
| DAVID KRAUSE | Trustee Trustee or director | 3 | $0 | $142,741 | $60,332 |
| KEVIN SCHWERDTFEGER | Trustee Trustee or director | 3 | $0 | $138,583 | $60,239 |
| Mark Kirsch | former trustee Trustee or director | 3 | $0 | $9,350 | $0 |
| JOHN ENGLER | Trustee Trustee or director | 3 | $0 | $0 | $0 |
| STEPHEN MUSSON | Trustee Trustee or director | 3 | $0 | $0 | $0 |
| FRANK SAMRA | trustee Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10020 W GREENFIELD AVE, MILWAUKEE, WI 53214-3906
- Signed the 990
- WILLIAM CARROLL, Trustee
- Phone
- (414) 258-2336
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
MEDICAL,DENTAL,DISABILITY,LIFE INS.
Program accomplishments
- TO PROVIDE PAYMENT OF MEDICAL, DENTAL, VISION, DISABILITY, LIFE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS AT YEAR END IN ACCORDANCE WITH THE PLAN.
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
- 39-6048358
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $81,667,421
- Income (IRS master file)
- $85,399,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $75,925,993 | $73,726,263 | $81,667,421 | XML |
| 990 | June 2024 | $76,425,624 | $66,347,121 | $74,530,496 | XML |
| 990 | June 2023 | $65,912,626 | $69,130,554 | $63,079,304 | XML |
| 990 | June 2022 | $67,739,083 | $66,398,051 | $57,541,772 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 39-6048358).
Questions about MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND
- What is the EIN of MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND is 39-6048358.
- Is MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MILWAUKEE DRIVERS HEALTH & WELFARE 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 MILWAUKEE DRIVERS HEALTH & WELFARE TRUST 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 MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $75,925,993, expenses of $73,726,263 and total assets of $81,667,421 at year end.
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- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024