Nonprofit · EIN 61-6058688
CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $26,934,717 | $25,415,085 | $1,519,632 | $17,625,542 | $8,499,913 | $9,125,629 |
| April 30, 2024 | 990 | $25,526,256 | $24,341,984 | $1,184,272 | $15,419,881 | $8,182,163 | $7,237,718 |
| April 30, 2023 | 990 | $23,692,106 | $23,721,825 | -$29,719 | $13,438,465 | $7,712,420 | $5,726,045 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $26,350,282
- Investment income
- $584,435
- Net gain from sales of assets
- $57,016
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $24,109,213
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $18,128
Balance sheet and other
- Total assets, start of year
- $15,419,881
- Total assets, end of year
- $17,625,542
- Total liabilities, end of year
- $8,499,913
- Net assets, end of year
- $9,125,629
- Publicly traded securities
- $10,717,729
- Gross unrelated business income
- $584,435
- Gross receipts
- $56,820,335
- Employees
- 0
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK AND TRUST COMPANY | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK AND TRUST COMPANY | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended April 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CENTRAL BANK AND TRUST COMPANY | TRUSTEE Institutional trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- UMR, 333 WEST VINE STREET, LEXINGTON, KY 40507
- Signed the 990
- UMR, CONTRACT ADMINISTRAT
- Phone
- (859) 226-1700
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
HEALTH AND WELFARE BENEFITS.
Program accomplishments
- PROVIDING EMPLOYEES OF SUBSCRIBING EMPLOYER GROUPS WITH HEALTH AND WELFARE BENEFITS.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 61-6058688
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,625,542
- Income (IRS master file)
- $56,820,335
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $26,934,717 | $25,415,085 | $17,625,542 | XML |
| 990 | April 2024 | $25,526,256 | $24,341,984 | $15,419,881 | XML |
| 990 | April 2023 | $23,692,106 | $23,721,825 | $13,438,465 | XML |
| 990 | April 2022 | $23,801,826 | $22,856,398 | $13,465,556 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 61-6058688).
Questions about CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND
- What is the EIN of CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND is 61-6058688.
- Is CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST 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 CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended April 30, 2025 names UMR.
- Who are the officers and directors of CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended April 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CONSTRUCTION INDUSTRY HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $26,934,717, expenses of $25,415,085 and total assets of $17,625,542 at year end.
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