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Nonprofit · EIN 53-0227042

BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND

Tax-exempt · KENSINGTON, MD 20895

Financials

$25.7M$21.7M2023$30.1M$20.8M2024
Revenue Expenses · by fiscal year end
Financials of BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$30,080,630$20,847,248$9,233,382$275,746,545$1,868,907$273,877,638
December 31, 2023990$25,720,380$21,703,692$4,016,688$257,409,746$1,827,496$255,582,250
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$19,911,293
Investment income
$10,169,337
Net gain from sales of assets
$1,802,333
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$16,629,352
Compensation of officers, directors and key employees
$164,208
Other salaries and wages
$1,278,173
Salaries, compensation and benefits (total)
$2,220,343
Professional fundraising fees
$0
Legal fees
$118,563
Accounting fees
$183,530
Occupancy
$321,273
Depreciation
$21,254

Balance sheet and other

Total assets, start of year
$257,409,746
Total assets, end of year
$275,746,545
Total liabilities, end of year
$1,868,907
Net assets, end of year
$273,877,638
Land, buildings and equipment
$954,451
Publicly traded securities
$271,327,395
Gross receipts
$150,668,611
Employees
33
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN BECKEXECUTIVE DIRECTOR
Officer
10$72,758$218,275$187,479
ANTHONY SHELTONUNION TRUSTEE/CHAIR
Trustee or director, Officer
1$0$364,966$47,906
DAVID WOODSUNION TRUSTEE
Trustee or director, Officer
1$0$306,712$102,020
JOHN HARRISONManager of IT
Highest-paid employee
16$95,140$142,711$154,853
STEVEN BROCKManager of Admin Services
Officer
8$50,346$201,383$106,971
SHAD CLARKUNION TRUSTEE
Trustee or director
1$0$216,613$73,032
BRAD SCHMIDTUNION TRUSTEE
Trustee or director
1$0$215,763$47,331
ROGER MILLERUNION TRUSTEE
Trustee or director
1$0$220,475$41,904
ZACHARY L TOWNSENDUNION TRUSTEE
Trustee or director
1$0$215,826$45,993
MARGARET ZOOKIT RESEARCH ADMINISTRATOR
Highest-paid employee
10$37,016$111,049$62,032
MICHAEL LEESOFTWARE ENGINEER
Highest-paid employee
10$33,567$100,702$49,503
THOMAS HORTONSYSTEMS ENGINEER
Highest-paid employee
10$25,854$77,562$37,452
LOU MINELLAER TTEE/SECY (THRU 06/21/24)
Trustee or director, Officer
1$0$0$0
PHIL PATURZOEMPLOYER TRUSTEE/SECRETARY
Trustee or director, Officer
1$0$0$0
JON MCPHERSONEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
3 more people on this return
NameTitleHours / weekCompensation
PAMELA DISTEFANOEMPLOYER TRUSTEE
Trustee or director
1$0
DARRELL MILLEREMPLOYER TRUSTEE
Trustee or director
1$0
DARIN TOROSIANEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN BECKEXECUTIVE DIRECTOR
Officer
10$72,653$217,958$243,487
JOHN HARRISONManager of IT
Highest-paid employee
16$94,927$142,391$203,680
ANTHONY SHELTONUNION TRUSTEE/CHAIR
Trustee or director, Officer
1$0$363,806$52,868
DAVID WOODSUNION TRUSTEE/SECY-TREAS
Trustee or director, Officer
1$0$307,068$103,801
STEVEN BROCKManager of Admin Services
Officer
8$50,239$200,956$105,309
ZACHARY L TOWNSENDUNION TRUSTEE
Trustee or director
1$0$214,041$82,033
SHAD CLARKUNION TRUSTEE
Trustee or director
1$0$217,340$73,450
BRAD SCHMIDTUNION TRUSTEE
Trustee or director
1$0$214,007$50,110
ROGER MILLERUNION TRUSTEE
Trustee or director
1$0$219,353$43,360
MARGARET ZOOKIT RESEARCH ADMINISTRATOR
Highest-paid employee
10$35,254$105,762$62,998
MICHAEL LEESOFTWARE ENGINEER
Highest-paid employee
10$32,106$96,317$52,102
LOU MINELLAEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
JON MCPHERSONEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
PHIL PATURZOEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
Pamela DiStefanoEMPLOYER TTEE (Eff. 11/1/23)
Trustee or director
1$0$0$0
Darrell MillerEMPLOYER TTEE (Eff. 11/1/23)
Trustee or director
1$0$0$0
Darin TorosianEMPLOYER TTEE (Eff. 11/1/23)
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
10401 CONNECTICUT AVE, KENSINGTON, MD 20895-3936
In care of
% JOHN BECK
Principal officer (990 for 2024)
JOHN BECK, 10401 CONNECTICUT AVENUE, KENSINGTON, MD 20895
Signed the 990
JOHN BECK, EXECUTIVE DIRECTOR
Phone
(301) 468-3750
Return prepared by
WITHUMSMITHBROWNPC

Mission

THE ORGANIZATION IS THE TRUST FOR THE BAKERY AND CONFECTIONERY UNION AND INDUSTRY INTERNATIONAL HEALTH BENEFITS PLAN, A COLLECTIVELY BARGAINED WELFARE BENEFIT PLAN SERVING THE UNION MEMBERS OF THE BAKERY AND CONFECTIONERY INDUSTRY.

990 for the year ended December 31, 2024

Program accomplishments

  • FUNDED HEALTH, DISABILITY, AND DEATH BENEFITS FOR MEMBERS, NUMBERED 8,362 AS OF DECEMBER 31, 2024.

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
53-0227042
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1956
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$275,746,545
Income (IRS master file)
$150,668,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$30,080,630$20,847,248$275,746,545XML
990December 2023$25,720,380$21,703,692$257,409,746XML
990December 2022$22,231,474$23,939,202$235,108,207IRS
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 53-0227042).

Questions about BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND

What is the EIN of BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND?
The employer identification number (EIN) of BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND is 53-0227042.
Is BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
Are donations to BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS 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 BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS 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 BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS 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 BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND?
The 990 for the year ended December 31, 2024 names JOHN BECK.
Who are the officers and directors of BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND?
The 990 for the year ended December 31, 2024 lists 18 people; 6 received compensation from the organization, the highest $72,758 (JOHN BECK, EXECUTIVE DIRECTOR).
How much revenue does BAKERY & CONFECTIONERY UNION & INDUSTRY INTL HEALTH BENEFITS FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $30,080,630, expenses of $20,847,248 and total assets of $275,746,545 at year end.

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