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Nonprofit · EIN 23-6263170

CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND

Tax-exempt · WYOMISSING, PA 19610

Financials

$136M$134.5M2023$131.6M$128.8M2024$136.3M$142.1M2025
Revenue Expenses · by fiscal year end
Financials of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$136,325,227$142,126,395-$5,801,168$192,906,018$863,706$192,042,312
December 31, 2024990$131,566,092$128,762,037$2,804,055$193,546,786$995,819$192,550,967
December 31, 2023990$135,988,128$134,545,911$1,442,217$188,436,896$1,045,401$187,391,495
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$127,656,658
Investment income
$8,668,569
Net gain from sales of assets
$2,071,684
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$130,672,697
Compensation of officers, directors and key employees
$25,000
Other salaries and wages
$2,195,925
Salaries, compensation and benefits (total)
$4,560,346
Professional fundraising fees
$0
Legal fees
$399,504
Accounting fees
$70,358
Occupancy
$194,890
Depreciation
$127,938

Balance sheet and other

Total assets, start of year
$193,546,786
Total assets, end of year
$192,906,018
Total liabilities, end of year
$863,706
Net assets, end of year
$192,042,312
Land, buildings and equipment
$364,626
Publicly traded securities
$142,526,032
Gross receipts
$221,318,961
Employees
0
Volunteers
0
Year formed
1952
State of legal domicile
PA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH J SAMOLEWICZFUND ADMINISTRATOR
Highest-paid employee
22.5$0$237,320$123,397
JAMES STRICKERINFORMATION TECHNOLOGY
Highest-paid employee
22.5$0$156,756$104,763
WILLIAM SHAPPELLUNION TRUSTEE
Trustee or director
2$0$143,137$93,466
JIM GEISEUNION TRUSTEE
Trustee or director
2$0$135,932$91,127
RUSTY KEMP JRHUMAN RESOURCES MANAGER
Highest-paid employee
22.5$0$110,728$94,118
KYLE WELLERASST FUND ADMINISTRATOR
Highest-paid employee
22.5$0$127,844$75,826
EDGAR H THOMPSONUNION TRUSTEE
Trustee or director
2$0$119,673$68,356
ADAM CROSSENUNION TRUSTEE
Trustee or director
2$0$126,938$59,236
MARTIN L CULLENASST FUND ADMINISTRATOR (P)
Highest-paid employee
22.5$0$112,218$69,662
KEN ROSSEMPLOYER TRUSTEE
Trustee or director
2$12,500$12,500$0
KEVIN BOLIGUNION TRUSTEE
Trustee or director
2$12,500$12,500$0
MARK GLADFELTEREMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ASHLYNNE HARTEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DANIEL SCHMIDTEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BRYAN SWAIMEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH J SAMOLEWICZFUND ADMINISTRATOR
Highest-paid employee
22.5$0$227,108$119,785
MARTIN L CULLENASST FUND ADMINISTRATOR
Highest-paid employee
22.5$0$167,896$97,001
JAMES STRICKERINFORMATION TECHNOLOGY
Highest-paid employee
22.5$0$149,984$101,944
RUSTY KEMP JRHUMAN RESOURCES MANAGER
Highest-paid employee
22.5$0$106,212$91,817
WILLIAM SHAPPELLUNION TRUSTEE
Trustee or director
2$0$136,320$50,642
JIM GEISEUNION TRUSTEE
Trustee or director
2$0$129,459$46,843
KYLE WELLERCONTROLLER
Highest-paid employee
22.5$0$103,625$69,347
EDGAR H THOMPSONUNION TRUSTEE
Trustee or director
2$0$109,205$62,103
ADAM CROSSENUNION TRUSTEE
Trustee or director
2$0$122,693$32,198
KEVIN BOLIGUNION TRUSTEE
Trustee or director
2$12,500$12,500$0
KEN ROSSEMPLOYER TRUSTEE
Trustee or director
2$12,500$12,500$0
MARK GLADFELTEREMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ASHLYNNE HARTEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
DANIEL SCHMIDTEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BRYAN SWAIMEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH J SAMOLEWICZFUND ADMINISTRATOR
Highest-paid employee
22.5$0$210,630$114,723
MARTIN L CULLENASST FUND ADMINISTRATOR
Highest-paid employee
22.5$0$154,896$92,904
JAMES STRICKERINFORMATION TECHNOLOGY
Highest-paid employee
22.5$0$138,016$101,011
WILLIAM SHAPPELLUNION TRUSTEE
Trustee or director
2$0$126,223$82,383
KEVIN BOLIGUNION TRUSTEE
Trustee or director
2$0$119,870$68,568
JIM GEISEUNION TRUSTEE
Trustee or director
2$0$100,226$76,407
EDGAR H THOMPSONUNION TRUSTEE
Trustee or director
2$0$101,786$60,102
DANIEL SCHMIDTEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
KEN ROSSEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
BRYAN SWAIMEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
MARK GLADFELTEREMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
1055 SPRING ST, WYOMISSING, PA 19610-1747
Principal officer (990 for 2025)
WILLIAM M SHAPPELL, 1055 SPRING STREET, WYOMISSING, PA 19610
Signed the 990
WILLIAM M SHAPPELL, TRUSTEE
Phone
(610) 320-5500
Return prepared by
NOVAK FRANCELLA LLC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF COLLECTIVELY BARGAINED EMPLOYERS.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-6263170
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$192,906,018
Income (IRS master file)
$221,318,961

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$136,325,227$142,126,395$192,906,018XML
990December 2024$131,566,092$128,762,037$193,546,786XML
990December 2023$135,988,128$134,545,911$188,436,896XML
990December 2022$134,349,929$124,646,289$181,415,751IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 23-6263170).

Questions about CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND

What is the EIN of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
The employer identification number (EIN) of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND is 23-6263170.
Is CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CENTRAL PENNSYLVANIA TEAMSTERS 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 CENTRAL PENNSYLVANIA TEAMSTERS 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 CENTRAL PENNSYLVANIA TEAMSTERS 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 CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2025 names WILLIAM M SHAPPELL.
Who are the officers and directors of CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization.
How much revenue does CENTRAL PENNSYLVANIA TEAMSTERS HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $136,325,227, expenses of $142,126,395 and total assets of $192,906,018 at year end.

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