Nonprofit · EIN 52-2035053
AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR
Tax-exempt · ELKRIDGE, MD 21075
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,263,534 | $9,670,785 | -$1,407,251 | $98,403,081 | $0 | $98,403,081 |
| December 31, 2023 | 990 | $16,772,615 | $8,085,938 | $8,686,677 | $100,033,620 | $0 | $100,033,620 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,147,766
- Investment income
- $6,115,768
- Net gain from sales of assets
- $1,896,531
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,968,739
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $22,235
Balance sheet and other
- Total assets, start of year
- $100,033,620
- Total assets, end of year
- $98,403,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,403,081
- Publicly traded securities
- $82,117,485
- Gross receipts
- $76,178,038
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- VA
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 |
|---|---|---|---|---|---|
| RANDY GRIFFIN | PLAN ADMINISTRATOR Officer | 0 | $0 | $242,535 | $56,716 |
| MARK DIMONDSTEIN | BOARD MEMBER Trustee or director, Officer | 0 | $0 | $191,276 | $31,640 |
| DEBORAH SZEREDY | BOARD MEMBER Trustee or director | 0 | $0 | $167,101 | $27,969 |
| ELIZABETH POWELL | BOARD MEMBER Trustee or director | 0 | $0 | $167,101 | $27,969 |
| SARAH RODRIGUEZ | BOARD MEMBER/CHAIR Trustee or director, Officer | 0 | $0 | $160,456 | $21,868 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARROLL MIDGETT | PLAN ADMINISTRATOR(THR.9/2023) Officer | 0 | $0 | $269,315 | $62,298 |
| RANDY GRIFFIN | PLAN ADMINISTRATOR(EFF.9/2023) Officer | 0 | $0 | $166,939 | $52,357 |
| MARK DIMONDSTEIN | BOARD MEMBER Trustee or director, Officer | 0 | $0 | $182,769 | $31,071 |
| DEBORAH SZEREDY | BOARD MEMBER Trustee or director | 0 | $0 | $161,442 | $27,445 |
| ELIZABETH POWELL | BOARD MEMBER Trustee or director | 0 | $0 | $161,442 | $27,445 |
| SARAH RODRIGUEZ | BOARD MEMBER/CHAIR Trustee or director, Officer | 0 | $0 | $153,930 | $20,844 |
Address and contacts
- Address (IRS master file)
- 6514 MEADOWRIDGE RD SUITE 195, ELKRIDGE, MD 21075-6115
- In care of
- % RANDY GRIFFIN
- Principal officer (990 for 2024)
- SARAH RODRIGUEZ, 6514 MEADOWRIDGE RD STE 195, ELKRIDGE, MD 21075
- Signed the 990
- SARAH RODRIGUEZ, BOARD MEMBER/CHAIR
- Phone
- (410) 424-1500
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE CERTAIN INSURANCE BENEFITS TO EMPLOYEES AND RETIREES EMPLOYED BY THE APWU AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND BENEFICIARIES UNDER A COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- FUNDING TO PROVIDE MEDICAL, LIFE AND ACCIDENTIAL DEATH & DISMEMBERMENT, AND LONG-TERM DISABLITY INSURANCE BENEFITS FOR EMPLOYEES AND RETIREES OF THE AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN AND THEIR DEPENDENTS AND 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 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
- 52-2035053
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $98,403,081
- Income (IRS master file)
- $76,178,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,263,534 | $9,670,785 | $98,403,081 | IRS |
| 990 | December 2023 | $16,772,615 | $8,085,938 | $100,033,620 | XML |
| 990 | December 2022 | $13,838,976 | $7,996,933 | $87,123,773 | 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 52-2035053).
Questions about AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR
- What is the EIN of AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR?
- The employer identification number (EIN) of AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR is 52-2035053.
- Is AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR 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 AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR 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 AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR 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 AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR?
- The 990 for the year ended December 31, 2024 names SARAH RODRIGUEZ.
- Who are the officers and directors of AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does AMERICAN POSTAL WORKERS UNION AFL- CIO HEALTH PLAN HEALTH & WLFR TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,263,534, expenses of $9,670,785 and total assets of $98,403,081 at year end.
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