Nonprofit · EIN 51-0243781
LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $45,669,704 | $33,726,909 | $11,942,795 | $100,510,237 | $6,694,105 | $93,816,132 |
| June 30, 2024 | 990 | $45,212,772 | $34,725,343 | $10,487,429 | $82,217,538 | $5,590,899 | $76,626,639 |
| June 30, 2023 | 990 | $44,211,301 | $32,199,982 | $12,011,319 | $66,253,079 | $6,078,385 | $60,174,694 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $43,806,724
- Investment income
- $1,862,980
- Net gain from sales of assets
- $50,831
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $31,340,625
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $209,785
- Accounting fees
- $63,337
Balance sheet and other
- Total assets, start of year
- $82,217,538
- Total assets, end of year
- $100,510,237
- Total liabilities, end of year
- $6,694,105
- Net assets, end of year
- $93,816,132
- Publicly traded securities
- $78,828,133
- Gross receipts
- $50,313,414
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- State of legal domicile
- NY
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 |
|---|---|---|---|---|---|
| LOUIS CALEMINE | TRUSTEE Trustee or director | 2 | $0 | $158,987 | $46,339 |
| VINCENT BRUNO | TRUSTEE Trustee or director | 2 | $0 | $141,212 | $46,069 |
| GREGG DECKER | ALTERNATE TRUSTEE Trustee or director | 2 | $0 | $138,873 | $46,069 |
| WILLIAM ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $21,373 | $0 |
| PHILIP SACCOMANNO | TRUSTEE Trustee or director | 2 | $0 | $5,717 | $0 |
| JAMES MCNALLY | ALTERNATE TRUSTEE Trustee or director | 2 | $0 | $5,450 | $0 |
| ROBERT WHITAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH YATES | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRADLEY PASKIEVITCH | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW WILIM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARCIA LIN | ALTERNATE TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOUIS CALEMINE | TRUSTEE Trustee or director | 2 | $0 | $150,594 | $37,118 |
| VINCENT BRUNO | TRUSTEE Trustee or director | 2 | $0 | $132,604 | $37,118 |
| GREGG DECKER | ALTERNATE TRUSTEE Trustee or director | 2 | $0 | $83,150 | $22,961 |
| WILLIAM ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $22,257 | $0 |
| PHILIP SACCOMANNO | TRUSTEE Trustee or director | 2 | $0 | $7,182 | $0 |
| ROBERT WHITAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH YATES | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRADLEY PASKIEVITCH | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW WILIM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LOUIS CALEMINE | TRUSTEE Trustee or director | 2 | $0 | $147,535 | $39,844 |
| VINCENT BRUNO | TRUSTEE Trustee or director | 2 | $0 | $127,954 | $39,844 |
| JACK RUGGIERO | TRUSTEE Trustee or director | 2 | $0 | $122,292 | $39,844 |
| WILLIAM ROBERTSON | TRUSTEE Trustee or director | 2 | $0 | $25,207 | $0 |
| PHILIP SACCOMANNO | TRUSTEE Trustee or director | 2 | $0 | $2,329 | $0 |
| RICHARD DUDEK | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT WHITAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH YATES | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRADLEY PASKIEVITCH | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW WILIM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5 GRAND CENTRAL EAST 1200, NEW YORK, NY 10017-0000
- Principal officer (990 for 2024)
- LOUIS CALEMINE, 5 GRAND CENTRAL EAST 1200, NEW YORK, NY 10017
- Signed the 990
- LOUIS CALEMINE, TRUSTEE
- Phone
- (212) 308-4200
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
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
- 51-0243781
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $100,510,237
- Income (IRS master file)
- $50,313,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $45,669,704 | $33,726,909 | $100,510,237 | XML |
| 990 | June 2024 | $45,212,772 | $34,725,343 | $82,217,538 | XML |
| 990 | June 2023 | $44,211,301 | $32,199,982 | $66,253,079 | XML |
| 990 | June 2022 | $40,843,192 | $28,294,805 | $50,179,512 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 51-0243781).
Questions about LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND
- What is the EIN of LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND?
- The employer identification number (EIN) of LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND is 51-0243781.
- Is LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 295-851 IBT EMPLOYER GROUP 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 LOCAL 295-851 IBT EMPLOYER GROUP WELFARE 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 LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND?
- The 990 for the year ended June 30, 2025 names LOUIS CALEMINE.
- Who are the officers and directors of LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LOCAL 295-851 IBT EMPLOYER GROUP WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $45,669,704, expenses of $33,726,909 and total assets of $100,510,237 at year end.
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