Nonprofit · EIN 39-6078181
PAINTERS-802 HEALTH & WELFARE FUND
Tax-exempt · MADISON, WI 53713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,749,607 | $6,373,945 | $375,662 | $7,323,837 | $3,896,065 | $3,427,772 |
| December 31, 2023 | 990 | $6,212,711 | $5,681,061 | $531,650 | $6,917,597 | $3,461,945 | $3,455,652 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,203,609
- Investment income
- $545,998
- Net gain from sales of assets
- $353,754
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,824,104
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $33,888
- Accounting fees
- $25,600
Balance sheet and other
- Total assets, start of year
- $6,917,597
- Total assets, end of year
- $7,323,837
- Total liabilities, end of year
- $3,896,065
- Net assets, end of year
- $3,427,772
- Publicly traded securities
- $6,093,513
- Gross receipts
- $13,799,589
- Employees
- 17
- Volunteers
- 6
- Year formed
- 1999
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF MEHRHOFF | CHAIRMAN Trustee or director, Officer | 1 | $0 | $147,592 | $66,804 |
| BRIAN BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $105,963 | $59,861 |
| RAY LAVALLEE | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $3,881 | $3,118 |
| MIKE MALOFSKY | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SENAN NASH | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BETHANY KELEHER | MANAGEMENT TRUSTEE/SEC. TR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF MEHRHOFF | CHAIRMAN Trustee or director, Officer | 1 | $0 | $139,842 | $89,585 |
| BRIAN BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $98,661 | $79,631 |
| RAY LAVALLEE START 101223 | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $3,953 | $1,535 |
| STEVE ARMBRECHT THRU 101223 | LABOR TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY OLSON THRU 11823 | MANAGEMENT TRUSTEE/SEC. TR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MIKE MALOFSKY | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SENAN NASH | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BETHANY KELEHER START 11823 | MANAGEMENT TRUSTEE/SEC. TR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2901 W BELTLINE HWY STE 100, MADISON, WI 53713-4231
- In care of
- % BENEFIT PLAN ADMIN OF WI I
- Principal officer (990 for 2024)
- JEFF MEHRHOFF, 2901 W BELTLINE HWY 100, MADISON, WI 53713
- Signed the 990
- JEFF MEHRHOFF, CHAIRMAN
- Phone
- (608) 834-3100
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE HEALTH, DISABILITY, LIFE, AND DENTAL INSURANCE TO UNION MEMBERS AND NON-BARGAINING MEMBERS UNDER A COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- TO PROVIDE HOPSITAL, SURGICAL, DENTAL, AND MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES THROUGH SELF-INSURANCE. THE PLAN ALSO PROVIDES LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE THROUGH THE PURCHASE OF A GROUP INSURANCE POLICY.
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
- 39-6078181
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,323,837
- Income (IRS master file)
- $13,799,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,749,607 | $6,373,945 | $7,323,837 | IRS |
| 990 | December 2023 | $6,212,711 | $5,681,061 | $6,917,597 | XML |
| 990 | December 2022 | $4,839,275 | $5,198,243 | $5,617,731 | 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 39-6078181).
Questions about PAINTERS-802 HEALTH & WELFARE FUND
- What is the EIN of PAINTERS-802 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of PAINTERS-802 HEALTH & WELFARE FUND is 39-6078181.
- Is PAINTERS-802 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to PAINTERS-802 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PAINTERS-802 HEALTH & WELFARE 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 PAINTERS-802 HEALTH & WELFARE 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 PAINTERS-802 HEALTH & WELFARE 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 PAINTERS-802 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JEFF MEHRHOFF.
- Who are the officers and directors of PAINTERS-802 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does PAINTERS-802 HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,749,607, expenses of $6,373,945 and total assets of $7,323,837 at year end.
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