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Nonprofit · EIN 11-6490308

INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR

Also known as HASHO PETER TTEE

Tax-exempt · CARLE PLACE, NY 11514

Financials

$207.2M$204.8M2023$229.3M$227.7M2024
Revenue Expenses · by fiscal year end
Financials of INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$229,254,406$227,738,752$1,515,654$52,927,631$29,886,658$23,040,973
December 31, 2023990$207,214,422$204,797,957$2,416,465$48,514,654$26,813,351$21,701,303
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$222,686,462
Investment income
$6,567,944
Net gain from sales of assets
$5,249,094
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$226,229,948
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$53,730
Accounting fees
$33,800

Balance sheet and other

Total assets, start of year
$48,514,654
Total assets, end of year
$52,927,631
Total liabilities, end of year
$29,886,658
Net assets, end of year
$23,040,973
Publicly traded securities
$38,132,253
Gross receipts
$311,598,149
Employees
0
Volunteers
0
Year formed
1998
State of legal domicile
NY

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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD DOMBROWSKIUNION TRUSTEE
Trustee or director
1$0$980,253$358,624
ROBERT M VELLA JRFUND ADMINISTRATOR
Officer
1$0$980,392$258,635
ROBERT SCALZAEMPLOYEE
Highest-paid employee
1$0$948,041$150,090
ALFRED NAPOLITANOEMPLOYEE
Highest-paid employee
1$0$920,259$176,316
ROBERT P VELLAUNION TRUSTEE
Trustee or director
1$0$819,568$193,831
JOSEPH VELLAEMPLOYEE
Highest-paid employee
1$0$264,320$25,527
KEVIN WATTSEMPLOYEE
Highest-paid employee
1$0$186,990$41,907
RODDY AZMOUNEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
YEHUDA JAY HEFTEREMPLOYER TRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT M VELLA JRFUND ADMINISTRATOR
Officer
1$0$841,400$305,493
RICHARD DOMBROWSKIUNION TRUSTEE
Trustee or director
1$0$841,400$239,442
ROBERT SCALZAEMPLOYEE
Highest-paid employee
0$0$813,340$141,418
ALFRED NAPOLITANOEMPLOYEE
Highest-paid employee
0$0$781,400$140,440
ROBERT P VELLAUNION TRUSTEE
Trustee or director
1$0$616,500$186,698
KEVIN WATTSEMPLOYEE
Highest-paid employee
0$0$170,902$33,414
JOSEPH VELLAEMPLOYEE
Highest-paid employee
0$0$175,922$8,928
RODDY AZMOUNEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
YEHUDA JAY HEFTEREMPLOYER TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
555 WESTBURY AVE, CARLE PLACE, NY 11514-1748
Principal officer (990 for 2024)
ROBERT M VELLA JR, 555 WESTBURY AVENUE, CARLE PLACE, NY 11514
Signed the 990
ROBERT M VELLA JR, ADMINISTRATOR
Phone
(516) 741-5564
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE FUND PROVIDES HEALTH BENEFITS (MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION COVERAGE) FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDING HEALTH BENEFITS TO ITS MEMBERS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
11-6490308
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$52,927,631
Income (IRS master file)
$311,598,149

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$229,254,406$227,738,752$52,927,631IRS
990December 2023$207,214,422$204,797,957$48,514,654XML
990December 2022$189,100,365$187,758,791$44,635,197IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS
990December 2016–––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 11-6490308).

Questions about INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR

What is the EIN of INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR?
The employer identification number (EIN) of INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR is 11-6490308.
Is INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
Are donations to INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR 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 INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR?
The 990 for the year ended December 31, 2024 names ROBERT M VELLA JR.
Who are the officers and directors of INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $229,254,406, expenses of $227,738,752 and total assets of $52,927,631 at year end.

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