Skip to main content

Nonprofit · EIN 94-6123582

TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND

Tax-exempt · SEATTLE, WA 98102

Financials

$129.1M$126M2022$135M$128.1M2023$138.5M$143.3M2024
Revenue Expenses · by fiscal year end
Financials of TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$138,485,588$143,266,047-$4,780,459$89,345,143$28,610,523$60,734,620
June 30, 2024990$134,966,800$128,142,399$6,824,401$84,013,663$20,834,790$63,178,873
June 30, 2023990$129,106,401$126,005,786$3,100,615$72,126,377$18,033,793$54,092,584
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$136,167,992
Investment income
$2,315,562
Net gain from sales of assets
-$936
Other revenue
$2,034

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$139,799,063
Compensation of officers, directors and key employees
$98,484
Salaries, compensation and benefits (total)
$98,484
Professional fundraising fees
$0
Legal fees
$71,069
Accounting fees
$68,460

Balance sheet and other

Total assets, start of year
$84,013,663
Total assets, end of year
$89,345,143
Total liabilities, end of year
$28,610,523
Net assets, end of year
$60,734,620
Publicly traded securities
$35,633,843
Net assets without donor restrictions
$60,734,620
Gross receipts
$138,553,199
Employees
0
Volunteers
0
Year formed
1964
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
B ConhainTrustee
Trustee or director
4$24,621
D CornfordTrustee, Co-Chair
Trustee or director, Officer
8$24,621
M LagomarsinoTrustee
Trustee or director
4$24,621
J WallTrustee, Co-Chair
Trustee or director, Officer
8$24,621
P FinnTrustee
Trustee or director
4$0
A RungisTrustee
Trustee or director
4$0
S FarberTrustee
Trustee or director
4$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
B ConhainTrustee
Trustee or director
4$23,920
D CornfordTrustee, Co-Chair
Trustee or director, Officer
8$23,920
M LagomarsinoTrustee
Trustee or director
4$23,920
J WallTrustee, Co-Chair
Trustee or director, Officer
8$23,920
P FinnTrustee
Trustee or director
4$0
A RungisTrustee
Trustee or director
4$0
S FarberTrustee
Trustee or director
4$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
B ConhainTrustee
Trustee or director
4$22,970
D CornfordTrustee, Co-Chair
Trustee or director, Officer
8$22,970
J WallTrustee, Co-Chair
Trustee or director, Officer
8$22,970
M LagomarsinoTrustee
Trustee or director
4$17,438
P FinnTrustee
Trustee or director
4$0
A RungisTrustee
Trustee or director
4$0
S FarberTrustee
Trustee or director
4$0

Address and contacts

Address (IRS master file)
2323 ELAKE AVE E, SEATTLE, WA 98102-0000
In care of
% RUEBEN E PRICE & CO PAC
Principal officer (990 for 2024)
Julie Wall, 2323 Eastlake Ave E, Seattle, WA 98102
Signed the 990
Peter Finn, Trustee
Phone
(206) 329-4900
Return prepared by
Reuben E Price & Co CPAS

Mission

Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).

990 for the year ended June 30, 2025

Program accomplishments

  • Health and welfare benefit plan including medical, dental, drugs, vision, life, and accidental death and dismemberment insurance (A.D.&D.).

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-6123582
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$89,345,143
Income (IRS master file)
$138,553,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$138,485,588$143,266,047$89,345,143IRS
990June 2024$134,966,800$128,142,399$84,013,663IRS
990June 2023$129,106,401$126,005,786$72,126,377XML
990June 2022$120,194,660$115,436,177$66,307,297IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 94-6123582).

Questions about TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND

What is the EIN of TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND is 94-6123582.
Is TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
Are donations to TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEAMSTERS LOCAL UNION 856 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 TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND?
The 990 for the year ended June 30, 2025 names Julie Wall.
Who are the officers and directors of TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND?
The 990 for the year ended June 30, 2025 lists 7 people; 4 received compensation from the organization, the highest $24,621 (B Conhain, Trustee).
How much revenue does TEAMSTERS LOCAL UNION 856 HEALTH AND WELFARE FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $138,485,588, expenses of $143,266,047 and total assets of $89,345,143 at year end.

Other nonprofits in SEATTLE

All nonprofits in SEATTLE · Washington