Nonprofit · EIN 72-0506999
IRON WORKERS WELFARE PLAN
Tax-exempt · SUGAR LAND, TX 77478
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $5,845,370 | $5,261,891 | $583,479 | $14,800,125 | $2,232,648 | $12,567,477 |
| July 31, 2024 | 990 | $7,014,768 | $4,996,425 | $2,018,343 | $13,911,237 | $2,370,886 | $11,540,351 |
| July 31, 2023 | 990 | $6,406,686 | $5,260,023 | $1,146,663 | $11,729,896 | $2,826,348 | $8,903,548 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,381,233
- Investment income
- $454,460
- Net gain from sales of assets
- -$9,511
- Other revenue
- $9,677
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,554,971
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $38,051
- Accounting fees
- $39,970
Balance sheet and other
- Total assets, start of year
- $13,911,237
- Total assets, end of year
- $14,800,125
- Total liabilities, end of year
- $2,232,648
- Net assets, end of year
- $12,567,477
- Publicly traded securities
- $13,171,342
- Net assets without donor restrictions
- $12,567,477
- Gross receipts
- $16,727,836
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- LA
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Gandy | Employer Trustee - Co-Chai Trustee or director | 1 | $0 |
| Luke Waggenspack | Union Trustee, Co-Chairman Trustee or director | 1 | $0 |
| Walter Ashford | Employer Trustee Trustee or director | 1 | $0 |
| Josh Sonnier | Union Trustee Trustee or director | 1 | $0 |
| Lovis Moomey | Union Trustee Trustee or director | 1 | $0 |
| Dave Bennett | Employer Trustee Trustee or director | 1 | $0 |
| Eric Lemley | Union Trustee Trustee or director | 1 | $0 |
| Randy Sudik | Employer Trustee Trustee or director | 1 | $0 |
| Neal McCleary | Employer Trustee Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Gandy | Employer Trustee - Co-Chai Trustee or director | 1 | $0 |
| Luke Waggenspack | Union Trustee, Co-Chairman Trustee or director | 1 | $0 |
| Walter Ashford | Employer Trustee Trustee or director | 1 | $0 |
| Josh Sonnier | Union Trustee Trustee or director | 1 | $0 |
| Lovis Moomey | Union Trustee Trustee or director | 1 | $0 |
| Dave Bennett | Employer Trustee Trustee or director | 1 | $0 |
| Eric Lemley | Union Trustee Trustee or director | 1 | $0 |
| Randy Sudik | Employer Trustee Trustee or director | 1 | $0 |
| Neal McCleary | Employer Trustee Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Gandy | Employer Trustee - Co-Chairman Trustee or director | 1 | $0 |
| Luke Waggenspack | Union Trustee, Co-Chairman Trustee or director | 1 | $0 |
| Walter Ashford | Employer Trustee Trustee or director | 1 | $0 |
| Josh Sonnier | Union Trustee Trustee or director | 1 | $0 |
| Lovis Moomey | Union Trustee Trustee or director | 1 | $0 |
| Dave Bennett | Employer Trustee Trustee or director | 1 | $0 |
| Michael Richards | Union Trustee Trustee or director | 1 | $0 |
| Randy Sudik | Employer Trustee Trustee or director | 1 | $0 |
| Neal McCleary | Employer Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 HIGHWAY 6 STE 340, SUGAR LAND, TX 77478-4922
- Principal officer (990 for 2024)
- Luke Waggenspack, 2625 Butterfield Road 208E, Oak Brook, IL 60523
- Signed the 990
- Luke Waggenspack, Co-Chairman
- Phone
- (713) 219-1299
- Return prepared by
- Needles Oyewo & Associates LLC
Mission
To provide health and welfare benefits to eligible participants.
Program accomplishments
- To provide health and welfare benefits to eligible participants.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 72-0506999
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,800,125
- Income (IRS master file)
- $16,727,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $5,845,370 | $5,261,891 | $14,800,125 | IRS |
| 990 | July 2024 | $7,014,768 | $4,996,425 | $13,911,237 | IRS |
| 990 | July 2023 | $6,406,686 | $5,260,023 | $11,729,896 | XML |
| 990 | July 2022 | $4,698,956 | $4,862,923 | $10,768,586 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 72-0506999).
Questions about IRON WORKERS WELFARE PLAN
- What is the EIN of IRON WORKERS WELFARE PLAN?
- The employer identification number (EIN) of IRON WORKERS WELFARE PLAN is 72-0506999.
- Is IRON WORKERS WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to IRON WORKERS WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IRON WORKERS WELFARE PLAN 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 IRON WORKERS WELFARE PLAN due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRON WORKERS WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of IRON WORKERS WELFARE PLAN?
- The 990 for the year ended July 31, 2025 names Luke Waggenspack.
- Who are the officers and directors of IRON WORKERS WELFARE PLAN?
- The 990 for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does IRON WORKERS WELFARE PLAN have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $5,845,370, expenses of $5,261,891 and total assets of $14,800,125 at year end.
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