Nonprofit · EIN 22-1804923
TCWH 35 HEALTH AND WELFARE FUND
Tax-exempt · TRENTON, NJ 08691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,701,129 | $9,624,065 | -$922,936 | $33,229,058 | $1,545,792 | $31,683,266 |
| December 31, 2024 | 990 | $15,140,790 | $7,783,951 | $7,356,839 | $31,249,545 | $1,045,320 | $30,204,225 |
| December 31, 2023 | 990 | $7,974,309 | $6,792,848 | $1,181,461 | $28,326,370 | $909,276 | $27,417,094 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,518,436
- Investment income
- $1,158,591
- Net rental income
- $24,102
- Net gain from sales of assets
- $209,770
- Other revenue
- $24,102
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,513,671
- Compensation of officers, directors and key employees
- $233,065
- Other salaries and wages
- $185,220
- Salaries, compensation and benefits (total)
- $603,410
- Professional fundraising fees
- $0
- Legal fees
- $17,678
- Accounting fees
- $19,400
- Occupancy
- $65,275
- Travel
- $2,862
- Depreciation
- $50,012
Balance sheet and other
- Total assets, start of year
- $31,249,545
- Total assets, end of year
- $33,229,058
- Total liabilities, end of year
- $1,545,792
- Net assets, end of year
- $31,683,266
- Land, buildings and equipment
- $374,195
- Publicly traded securities
- $31,567,358
- Net assets without donor restrictions
- $31,683,266
- Gross receipts
- $10,531,358
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1966
- State of legal domicile
- NJ
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROGER GROVER Jr | TRUSTEE Trustee or director | 1 | $0 | $131,743 | $71,421 |
| PHILOMENA LUCIDI | ADMINISTRATOR Officer | 40 | $147,255 | $0 | $38,645 |
| BRIAN KILDEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DINO COLAROCCO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID CORRINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROGER GROVER Jr | TRUSTEE Trustee or director | 1 | $0 | $133,559 | $75,211 |
| PHILOMENA LUCIDI | ADMINISTRATOR Officer | 40 | $144,933 | $0 | $37,369 |
| BRIAN KILDEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DINO COLAROCCO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID CORRINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PHILOMENA LUCIDI | ADMINISTRATOR Officer | 40 | $137,575 | $0 | $60,554 |
| ROGER GROVER | TRUSTEE Trustee or director | 1 | $0 | $160,806 | $33,959 |
| BRIAN KILDEA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DINO COLAROCCO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID CORRINGTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 620 US RTE 130, TRENTON, NJ 08691-0000
- Principal officer (990 for 2025)
- PHYLLIS LUCIDI, 620 US RTE 130, TRENTON, NJ 08691
- Signed the 990
- Phyllis Lucidi, Administrator
- Phone
- (609) 585-3600
- Website
- www.teamsters35.com
- Return prepared by
- FISCHER DORWART PC
Mission
TO PROVIDE HEALTH BENEFITS TO MEMBERS.
Program accomplishments
- THE PLAN PROVIDES HEALTH AND LIFE INSURANCE BENEFITS COVERAGE FOR TEAMSTERS LOCAL 35 MEMBERS COVERED UNDER INDIVIDUAL COLLECTIVE BARGAINING AGREEMENTS, AND EMPLOYEES OF THE PLAN, TEAMSTERS LOCAL 35 PENSION PLAN, AND THE UNION.
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
- 22-1804923
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $33,229,058
- Income (IRS master file)
- $10,531,358
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,701,129 | $9,624,065 | $33,229,058 | XML |
| 990 | December 2024 | $15,140,790 | $7,783,951 | $31,249,545 | XML |
| 990 | December 2023 | $7,974,309 | $6,792,848 | $28,326,370 | XML |
| 990 | December 2022 | $9,187,409 | $7,128,539 | $25,681,200 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 22-1804923).
Questions about TCWH 35 HEALTH AND WELFARE FUND
- What is the EIN of TCWH 35 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of TCWH 35 HEALTH AND WELFARE FUND is 22-1804923.
- Is TCWH 35 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to TCWH 35 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TCWH 35 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 TCWH 35 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 TCWH 35 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 TCWH 35 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 names PHYLLIS LUCIDI.
- Who are the officers and directors of TCWH 35 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization.
- How much revenue does TCWH 35 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,701,129, expenses of $9,624,065 and total assets of $33,229,058 at year end.
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