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Nonprofit · EIN 41-6024782

ELECTRICAL WORKERS HEALTH & WELFARE FUND

Also known as 31

Tax-exempt · BLOOMINGTON, MN 55425

Financials

$22.8M$25.6M2023$22.8M$24.5M2024
Revenue Expenses · by fiscal year end
Financials of ELECTRICAL WORKERS HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$22,757,767$24,543,183-$1,785,416$22,746,099$118,420$22,627,679
December 31, 2023990$22,790,040$25,626,328-$2,836,288$24,320,151$175,915$24,144,236
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$21,617,849
Investment income
$1,109,139
Net gain from sales of assets
$331,638
Other revenue
$30,779

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$24,123,907
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$42,220
Accounting fees
$25,611

Balance sheet and other

Total assets, start of year
$24,320,151
Total assets, end of year
$22,746,099
Total liabilities, end of year
$118,420
Net assets, end of year
$22,627,679
Publicly traded securities
$14,559,473
Gross receipts
$30,072,914
Employees
38
Volunteers
0
Year formed
1952
State of legal domicile
MN

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DON SMITHTRUSTEE
Trustee or director
1$0$166,181$88,226
DAN HENDRICKSONTRUSTEE
Trustee or director
1$0$150,106$79,691
SAMANTHA DUGANTRUSTEE - PAST
Trustee or director
1$0$104,739$0
DERRICK ATKINSTRUSTEE
Trustee or director
1$0$23,540$0
RICK OSBAKKENTRUSTEE
Trustee or director
1$0$0$0
DAVE DOMAGALATRUSTEE
Trustee or director
1$0$0$0
CAREY YOUNGTRUSTEE
Trustee or director
1$0$0$0
JEFF HARTTRUSTEE
Trustee or director
1$0$0$0
DAVE HORVATHTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DON SMITHTRUSTEE
Trustee or director
1$0$161,447$85,713
DAN HENDRICKSONTRUSTEE
Trustee or director
1$0$142,808$75,817
SAMANTHA DUGANTRUSTEE
Trustee or director
1$0$98,316$5,000
HARRIS B MAHANTRUSTEE - PAST
Trustee or director
1$0$0$0
RICK OSBAKKENTRUSTEE
Trustee or director
1$0$0$0
DAVE DOMAGALATRUSTEE
Trustee or director
1$0$0$0
CAREY YOUNGTRUSTEE
Trustee or director
1$0$0$0
JEFF HARTTRUSTEE
Trustee or director
1$0$0$0
DAVE HORVATHTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
In care of
% WILSON-MCSHANE CORP
Principal officer (990 for 2024)
DAN HENDRICKSON, 2002 LONDON ROAD 300, DULUTH, MN 55812
Signed the 990
DAN HENDRICKSON, TRUSTEE
Phone
(218) 728-4231
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL, PRESCRIPTION DRUG, DENTAL, DISABILITY, VISION AND VACATION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-6024782
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,746,099
Income (IRS master file)
$30,072,914

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$22,757,767$24,543,183$22,746,099XML
990December 2023$22,790,040$25,626,328$24,320,151XML
990December 2022$25,299,489$23,567,283$26,375,529IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 41-6024782).

Questions about ELECTRICAL WORKERS HEALTH & WELFARE FUND

What is the EIN of ELECTRICAL WORKERS HEALTH & WELFARE FUND?
The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH & WELFARE FUND is 41-6024782.
Is ELECTRICAL WORKERS HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
Are donations to ELECTRICAL WORKERS HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ELECTRICAL WORKERS 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 ELECTRICAL WORKERS 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 ELECTRICAL WORKERS 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 ELECTRICAL WORKERS HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 names DAN HENDRICKSON.
Who are the officers and directors of ELECTRICAL WORKERS HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does ELECTRICAL WORKERS HEALTH & WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $22,757,767, expenses of $24,543,183 and total assets of $22,746,099 at year end.

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