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Nonprofit · EIN 23-7015120

INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND

Tax-exempt · BLOOMINGTON, MN 55425

Financials

$242.2M$266.1M2022$270.6M$276.6M2023$291.2M$293.4M2024
Revenue Expenses · by fiscal year end
Financials of INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$291,167,769$293,429,677-$2,261,908$283,290,829$9,059,981$274,230,848
May 31, 2024990$270,552,928$276,642,390-$6,089,462$273,000,965$7,435,030$265,565,935
May 31, 2023990$242,223,199$266,059,773-$23,836,574$261,152,900$6,398,519$254,754,381
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$280,488,616
Investment income
$10,675,221
Net gain from sales of assets
$1,373,713
Other revenue
$3,932

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$288,192,600
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$291,226
Accounting fees
$37,115

Balance sheet and other

Total assets, start of year
$273,000,965
Total assets, end of year
$283,290,829
Total liabilities, end of year
$9,059,981
Net assets, end of year
$274,230,848
Publicly traded securities
$189,088,225
Gross receipts
$344,289,649
Employees
916
Volunteers
0
Year formed
1968
State of legal domicile
MN

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
EUGENE GROVERTRUSTEE
Trustee or director
2$0$165,529$68,947
RYAN DAVIESSECRETARY
Trustee or director
2$0$158,351$72,021
DAN SNIDARICHALTERNATE TRUSTEE
Trustee or director
2$0$139,099$68,881
RONALD BOESELTRUSTEE
Trustee or director
2$0$138,000$68,881
TIM OLSONTRUSTEE
Trustee or director
2$0$138,000$68,881
JASON GEORGECHAIRMAN - PAST
Trustee or director, Officer
2$0$170,507$23,467
TIMOTHY GILLENCHAIRMAN
Trustee or director, Officer
2$0$0$0
KAYLA KIPFTRUSTEE
Trustee or director
2$0$0$0
TONY FRATTALONETRUSTEE
Trustee or director
2$0$0$0
BRENDAN CARTERTRUSTEE
Trustee or director
2$0$0$0
RYAN MCCAUSLANDALTERNATE TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended May 31, 2024: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JASON GEORGECHAIRMAN
Trustee or director, Officer
2$0$197,649$68,329
EUGENE GROVERTRUSTEE
Trustee or director
2$0$148,260$67,793
RYAN DAVIESTRUSTEE
Trustee or director
2$0$155,999$54,051
RONALD BOESELTRUSTEE
Trustee or director
2$0$140,991$67,793
TIM OLSONALTERNATE TRUSTEE
Trustee or director
2$0$140,991$67,793
TIMOTHY GILLENSECRETARY
Trustee or director, Officer
2$0$0$0
KAYLA KIPFTRUSTEE
Trustee or director
2$0$0$0
TONY FRATTALONETRUSTEE
Trustee or director
2$0$0$0
BRENDAN CARTERTRUSTEE
Trustee or director
2$0$0$0
RYAN MCCAUSLANDALTERNATE TRUSTEE
Trustee or director
2$0$0$0
ADRIAN JOHNSONTRUSTEE - PAST
Trustee or director
2$0$0$0
990 for the year ended May 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JASON GEORGECHAIRMAN
Officer
2$0$199,080$63,894
RYAN DAVIESTRUSTEE
Trustee or director
2$0$160,607$63,490
EUGENE GROVERTRUSTEE
Trustee or director
2$0$147,783$63,444
RONALD BOESELTRUSTEE
Trustee or director
2$0$143,584$63,444
TIM OLSONALTERNATE TRUSTEE
Trustee or director
2$0$143,584$63,444
TIMOTHY GILLENSECRETARY
Trustee or director, Officer
2$0$0$0
ADRIAN JOHNSONTRUSTEE
Trustee or director
2$0$0$0
TONY FRATTALONETRUSTEE
Trustee or director
2$0$0$0
BRENDAN CARTERTRUSTEE
Trustee or director
2$0$0$0
RYAN MCCAUSLANDALTERNATE TRUSTEE
Trustee or director
2$0$0$0
MARY WAWROTRUSTEE - PAST
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
Principal officer (990 for 2024)
RYAN DAVIES, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
Signed the 990
TIMOTHY GILLEN, CHAIRMAN
Phone
(952) 854-0795
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

PAYMENT OF HEALTH CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE PLAN DOCUMENT.

990 for the year ended May 31, 2025

Program accomplishments

  • THE PLAN PROVIDES HEALTH CARE, PRESCRIPTION DRUGS, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, DISABILITY AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.

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 May, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
23-7015120
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1980
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$283,290,829
Income (IRS master file)
$344,289,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$291,167,769$293,429,677$283,290,829XML
990May 2024$270,552,928$276,642,390$273,000,965XML
990May 2023$242,223,199$266,059,773$261,152,900XML
990May 2022$232,318,179$252,393,049$286,515,108IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 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 23-7015120).

Questions about INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND

What is the EIN of INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND is 23-7015120.
Is INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
Are donations to INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INTERNATIONAL OPERATING ENGINEERS UNION 49 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 INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND?
The 990 for the year ended May 31, 2025 names RYAN DAVIES.
Who are the officers and directors of INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND?
The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND have?
On its 990 for the year ended May 31, 2025 it reported revenue of $291,167,769, expenses of $293,429,677 and total assets of $283,290,829 at year end.

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