Nonprofit · EIN 04-2214296
MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND
Tax-exempt · BURLINGTON, MA 01803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $208,138,660 | $190,755,832 | $17,382,828 | $674,503,202 | $19,755,883 | $654,747,319 |
| December 31, 2024 | 990 | $199,858,919 | $182,511,610 | $17,347,309 | $625,514,893 | $24,065,851 | $601,449,042 |
| December 31, 2023 | 990 | $177,260,207 | $160,269,777 | $16,990,430 | $595,725,930 | $23,402,752 | $572,323,178 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $187,523,456
- Investment income
- $20,615,204
- Net gain from sales of assets
- $17,874,884
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $183,693,207
- Compensation of officers, directors and key employees
- $426,435
- Other salaries and wages
- $4,911,824
- Salaries, compensation and benefits (total)
- $8,108,005
- Professional fundraising fees
- $0
- Legal fees
- $289,380
- Accounting fees
- $95,875
- Occupancy
- $403,629
- Depreciation
- $144,409
Balance sheet and other
- Total assets, start of year
- $625,514,893
- Total assets, end of year
- $674,503,202
- Total liabilities, end of year
- $19,755,883
- Net assets, end of year
- $654,747,319
- Land, buildings and equipment
- $137,095
- Publicly traded securities
- $30,442,648
- Gross receipts
- $219,653,925
- Employees
- 58
- Volunteers
- 0
- Year formed
- 1964
- State of legal domicile
- MA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NATHAN GOLDSTEIN | EXECUTIVE DIR. Officer | 20 | $367,097 | $59,338 |
| KATE A FOSSEL | DEPUTY EXECUTIVE DIRECTOR Highest-paid employee | 20 | $228,205 | $59,338 |
| JAMES E LUFF | PENSION & ANNUITY DIRECTOR Highest-paid employee | 2 | $201,560 | $59,338 |
| CHRISTINA CLEGG | H & W DIRECTOR Highest-paid employee | 37 | $199,312 | $59,338 |
| INGRID E ROSALES | IT DIRECTOR Highest-paid employee | 20 | $180,724 | $59,338 |
| ELIZABETH RAY | DIRECTOR OF ACCOUNTING Highest-paid employee | 20 | $169,802 | $59,338 |
| JOSEPH BONFIGLIO | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| THOMAS ANDREWS | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
| VICTOR PEREIRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL CIMMINO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS S GUNNING | CO-SEC/TREASURER Trustee or director | 1 | $0 | $0 |
| STEVEN GENTILUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD C COOK JR | CO-SEC/TREASURER Trustee or director | 1 | $0 | $0 |
| MATTHEW MCCOURT | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NATHANIEL GOLDSTEIN | EXECUTIVE DIR. Officer | 20 | $302,183 | $60,880 |
| KATE A FOSSEL | DEPUTY EXECUTIVE DIRECTOR Highest-paid employee | 20 | $198,968 | $60,880 |
| CHRISTINA CLEGG | H & W DIRECTOR Highest-paid employee | 37 | $186,083 | $60,880 |
| JAMES LUFF | PENSION & ANNUITY DIRECTOR Highest-paid employee | 2 | $185,315 | $60,880 |
| INGRID ROSALES | IT DIRECTOR Highest-paid employee | 20 | $157,140 | $60,880 |
| ELIZABETH RAY | DIRECTOR OF ACCOUNTING Highest-paid employee | 20 | $152,286 | $60,880 |
| JOSEPH BONFIGLIO | CHAIRMAN Trustee or director | 1 | $0 | $0 |
| THOMAS ANDREWS | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 |
| VICTOR PEREIRA | TRUSTEE - EFF 03/24 Trustee or director | 1 | $0 | $0 |
| DAVID ARAUJO | TRUSTEE - THROUGH 03/24 Trustee or director | 1 | $0 | $0 |
| MICHAEL CIMMINO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS J GUNNING | CO-SEC/TREASUER Trustee or director | 1 | $0 | $0 |
| STEVEN GENTILUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD C COOK JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW MCCOURT | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NATHAN GOLDSTEIN | EXECUTIVE DIRECTOR Officer | 20 | $292,786 | $59,283 |
| DONNA A CARR | ASST EXEC DIR Highest-paid employee | 20 | $193,271 | $59,283 |
| KATE A FOSSEL | DIR HEALTH & WELF Highest-paid employee | 37 | $173,746 | $56,273 |
| JAMES E LUFF | DIR ANNUITY & PENSION Highest-paid employee | 2 | $169,764 | $56,273 |
| CHRISTINA CLEGG | MGR HEALTH & WELF Highest-paid employee | 37 | $156,525 | $56,273 |
| INGRID E ROSALES | DIR OF IT Highest-paid employee | 20 | $151,096 | $56,273 |
| LOUIS MANDARINI JR | CHAIRMAN - THRU 04/23 Trustee or director | 1 | $0 | $0 |
| JOSEPH BONFIGLIO | CHAIRMAN - EFF 04/23 Trustee or director | 1 | $0 | $0 |
| JOSEPH BONFIGLIO | CO-CHAIRMAN - THRU 4/23 Trustee or director | 1 | $0 | $0 |
| THOMAS ANDREWS | CO-CHAIRMAN - EFF 04/23 Trustee or director | 1 | $0 | $0 |
| DAVID ARAUJO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS ANDREWS | TRUSTEE - THRU 04/23 Trustee or director | 1 | $0 | $0 |
| MICHAEL CIMMINO | TRUSTEE - EFF 04/23 Trustee or director | 1 | $0 | $0 |
| THOMAS J GUNNING | CO-SEC/TREAS Trustee or director | 1 | $0 | $0 |
| STEVEN GENTILUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD C COOK JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW MCCOURT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 DISTRICT AVE STE 200, BURLINGTON, MA 01803-5236
- Principal officer (990 for 2025)
- NATHAN GOLDSTEIN, 1400 DISTRICT AVENUE 200, BURLINGTON, MA 018035236
- Signed the 990
- IAN RHAMES, DIRECTOR OF FINANCE
- Phone
- (781) 272-1000
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2214296
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $674,503,202
- Income (IRS master file)
- $219,653,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $208,138,660 | $190,755,832 | $674,503,202 | XML |
| 990 | December 2024 | $199,858,919 | $182,511,610 | $625,514,893 | XML |
| 990 | December 2023 | $177,260,207 | $160,269,777 | $595,725,930 | XML |
| 990 | December 2022 | $170,520,582 | $143,270,851 | $545,550,200 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 04-2214296).
Questions about MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND
- What is the EIN of MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND is 04-2214296.
- Is MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASSACHUSETTS LABORERS 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 MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 names NATHAN GOLDSTEIN.
- Who are the officers and directors of MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 lists 14 people; 6 received compensation from the organization, the highest $367,097 (NATHAN GOLDSTEIN, EXECUTIVE DIR.).
- How much revenue does MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $208,138,660, expenses of $190,755,832 and total assets of $674,503,202 at year end.
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