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Nonprofit · EIN 87-6123188

IRONWORKERS HEALTH AND WELFARE FUND

Tax-exempt · MURRAY, UT 84107

Financials

$21.2M$16.8M2022$24.1M$19.6M2023$25.9M$26.6M2024
Revenue Expenses · by fiscal year end
Financials of IRONWORKERS HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$25,881,468$26,612,148-$730,680$47,535,417$8,726,243$38,809,174
October 31, 2024990$24,088,802$19,584,299$4,504,503$45,740,636$7,258,490$38,482,146
October 31, 2023990$21,233,427$16,833,425$4,400,002$37,818,783$6,910,815$30,907,968
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$22,018,553
Investment income
$1,511,456
Other revenue
$2,351,459

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$24,574,674
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$35,562
Professional fundraising fees
$0
Legal fees
$238,018
Accounting fees
$89,107

Balance sheet and other

Total assets, start of year
$45,740,636
Total assets, end of year
$47,535,417
Total liabilities, end of year
$8,726,243
Net assets, end of year
$38,809,174
Publicly traded securities
$38,658,151
Gross receipts
$25,881,468
Employees
57

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAY MEIERTrustee
Trustee or director
0$0
MARK MUNDYTrustee
Trustee or director
0$0
SHAUN O'TOOLTrustee
Trustee or director
0$0
DOUG THOMASTrustee
Trustee or director
0$0
JEFFREY STEELETrustee
Trustee or director
0$0
BOB GROTHETrustee
Trustee or director
0$0
LILLIAN SANTILLANESTrustee
Trustee or director
0$0
JIM WONNACOTTTrustee
Trustee or director
0$0
RYAN SMITHTrustee
Trustee or director
0$0
MARK CALKINSTrustee
Trustee or director
0$0
990 for the year ended October 31, 2024: 10 people
NameTitleHours / weekCompensation
DICK DEVRIESTrustee
Trustee or director
0$0
MARK MUNDYTrustee
Trustee or director
0$0
TOM MOEN JRTrustee
Trustee or director
0$0
DOUG THOMASTrustee
Trustee or director
0$0
JEFFREY STEELETrustee
Trustee or director
0$0
BOB GROTHETrustee
Trustee or director
0$0
LILLIAN SANTILLANESTrustee
Trustee or director
0$0
JIM WONNACOTTTrustee
Trustee or director
0$0
RYAN SMITHTrustee
Trustee or director
0$0
MARK CALKINSTrustee
Trustee or director
0$0
990 for the year ended October 31, 2023: 10 people
NameTitleHours / weekCompensation
DICK DEVRIESTrustee
Trustee or director
0$0
MARK MUNDYTrustee
Trustee or director
0$0
TOM MOEN JRTrustee
Trustee or director
0$0
DOUG THOMASTrustee
Trustee or director
0$0
JEFFREY STEELETrustee
Trustee or director
0$0
BOB GROTHETrustee
Trustee or director
0$0
LILLIAN SANTILLANESTrustee
Trustee or director
0$0
JIM WONNACOTTTrustee
Trustee or director
0$0
RYAN SMITHTrustee
Trustee or director
0$0
MARK CALKINSTrustee
Trustee or director
0$0

Address and contacts

Address (IRS master file)
5295 S COMMERCE DR STE 220, MURRAY, UT 84107-4741
Principal officer (990 for 2024)
LILLIAN SANTILLANES, 5295 S Commerce Dr 220, MURRAY, UT 84107
Signed the 990
LILLIAN SANTILLANES, Trustee
Phone
(801) 904-4897
Return prepared by
HAYNIE & COMPANY

Mission

PROVIDE HEATH & WELFARE BENEFITS

990 for the year ended October 31, 2025

Program accomplishments

  • HEALTH & 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
87-6123188
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1962
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,535,417
Income (IRS master file)
$25,881,468

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$25,881,468$26,612,148$47,535,417XML
990October 2024$24,088,802$19,584,299$45,740,636XML
990October 2023$21,233,427$16,833,425$37,818,783XML
990October 2022$19,604,764$17,460,665$33,523,734IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 87-6123188).

Questions about IRONWORKERS HEALTH AND WELFARE FUND

What is the EIN of IRONWORKERS HEALTH AND WELFARE FUND?
The employer identification number (EIN) of IRONWORKERS HEALTH AND WELFARE FUND is 87-6123188.
Is IRONWORKERS HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
Are donations to IRONWORKERS HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IRONWORKERS HEALTH AND 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 IRONWORKERS HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRONWORKERS HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of IRONWORKERS HEALTH AND WELFARE FUND?
The 990 for the year ended October 31, 2025 names LILLIAN SANTILLANES.
Who are the officers and directors of IRONWORKERS HEALTH AND WELFARE FUND?
The 990 for the year ended October 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does IRONWORKERS HEALTH AND WELFARE FUND have?
On its 990 for the year ended October 31, 2025 it reported revenue of $25,881,468, expenses of $26,612,148 and total assets of $47,535,417 at year end.

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