Nonprofit · EIN 06-0683942
IBPAT DISTRICT COUNCIL NO II HEALTH FUND
Tax-exempt · MERIDEN, CT 06450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $19,045,821 | $19,871,632 | -$825,811 | $42,472,320 | $3,316,328 | $39,155,992 |
| June 30, 2024 | 990 | $17,440,078 | $16,462,029 | $978,049 | $42,141,432 | $2,755,331 | $39,386,101 |
| June 30, 2023 | 990 | $17,756,310 | $16,652,316 | $1,103,994 | $39,885,458 | $2,605,230 | $37,280,228 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,300,613
- Investment income
- $2,265,045
- Net gain from sales of assets
- $1,177,360
- Other revenue
- $480,163
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $18,393,763
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $69,300
- Accounting fees
- $34,269
Balance sheet and other
- Total assets, start of year
- $42,141,432
- Total assets, end of year
- $42,472,320
- Total liabilities, end of year
- $3,316,328
- Net assets, end of year
- $39,155,992
- Publicly traded securities
- $38,877,231
- Gross receipts
- $40,742,023
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1950
- State of legal domicile
- CT
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON WERTHMAN | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $209,538 | $74,285 |
| MARK VERITY | TRUSTEE Trustee or director | 2 | $0 | $159,613 | $71,434 |
| JUSTIN KELLEY | TRUSTEE Trustee or director | 2 | $0 | $159,613 | $61,234 |
| JOSEPH FAZZINO | TRUSTEE Trustee or director | 2 | $0 | $142,942 | $69,183 |
| MALCOLM MACKENZIE | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| PAUL CARAMANICA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW F MELE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON WERTHMAN | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $200,599 | $71,949 |
| MARK VERITY | TRUSTEE Trustee or director | 2 | $0 | $152,882 | $69,453 |
| JUSTIN KELLEY | TRUSTEE Trustee or director | 2 | $0 | $152,882 | $59,223 |
| JOSEPH FAZZINO | TRUSTEE Trustee or director | 2 | $0 | $136,942 | $67,301 |
| MALCOLM MACKENZIE | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW F MELE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PAUL CARAMANICA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASON WERTHMAN | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $201,539 | $70,414 |
| MARK VERITY | TRUSTEE Trustee or director | 2 | $0 | $152,400 | $67,846 |
| JOSEPH FAZZINO | TRUSTEE Trustee or director | 2 | $0 | $135,988 | $65,630 |
| JUSTIN KELLEY | TRUSTEE Trustee or director | 2 | $0 | $143,939 | $56,474 |
| MALCOLM MACKENZIE | TRUSTEE/CO-CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW F MELE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PAUL CARAMANICA | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 321 RESEARCH PKWY STE 110, MERIDEN, CT 06450-8340
- In care of
- % INSURANCE PROGRAMMERS INC
- Principal officer (990 for 2024)
- JASON WERTHMAN, PO BOX 727, MERIDEN, CT 06450
- Signed the 990
- JASON WERTHMAN, TRUSTEE
- Phone
- (866) 599-5611
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THIS FUND.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0683942
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,472,320
- Income (IRS master file)
- $40,742,023
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $19,045,821 | $19,871,632 | $42,472,320 | IRS |
| 990 | June 2024 | $17,440,078 | $16,462,029 | $42,141,432 | XML |
| 990 | June 2023 | $17,756,310 | $16,652,316 | $39,885,458 | XML |
| 990 | June 2022 | $16,129,327 | $16,547,691 | $36,523,994 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 06-0683942).
Questions about IBPAT DISTRICT COUNCIL NO II HEALTH FUND
- What is the EIN of IBPAT DISTRICT COUNCIL NO II HEALTH FUND?
- The employer identification number (EIN) of IBPAT DISTRICT COUNCIL NO II HEALTH FUND is 06-0683942.
- Is IBPAT DISTRICT COUNCIL NO II HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to IBPAT DISTRICT COUNCIL NO II HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBPAT DISTRICT COUNCIL NO II HEALTH 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 IBPAT DISTRICT COUNCIL NO II HEALTH 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 IBPAT DISTRICT COUNCIL NO II HEALTH 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 IBPAT DISTRICT COUNCIL NO II HEALTH FUND?
- The 990 for the year ended June 30, 2025 names JASON WERTHMAN.
- Who are the officers and directors of IBPAT DISTRICT COUNCIL NO II HEALTH FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does IBPAT DISTRICT COUNCIL NO II HEALTH FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $19,045,821, expenses of $19,871,632 and total assets of $42,472,320 at year end.
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