Nonprofit · EIN 23-7022628
UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND
Also known as HIGHWAY & HEAVY HEALTH & WELFARE
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $5,135,140 | $4,278,517 | $856,623 | $12,913,670 | $100,947 | $12,812,723 |
| August 31, 2024 | 990 | $5,668,301 | $5,986,386 | -$318,085 | $11,632,691 | $92,639 | $11,540,052 |
| August 31, 2023 | 990 | $5,346,346 | $5,206,809 | $139,537 | $11,466,542 | $220,130 | $11,246,412 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,734,344
- Investment income
- $400,234
- Net gain from sales of assets
- $9,936
- Other revenue
- $562
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,894,098
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,559
- Accounting fees
- $9,000
Balance sheet and other
- Total assets, start of year
- $11,632,691
- Total assets, end of year
- $12,913,670
- Total liabilities, end of year
- $100,947
- Net assets, end of year
- $12,812,723
- Net assets without donor restrictions
- $12,812,723
- Gross receipts
- $5,482,754
- Employees
- 1
- State of legal domicile
- KY
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GYPSY CANTRELL | TRUSTEE Trustee or director | 1 | $0 |
| JOE BURCHETT JR | TRUSTEE Trustee or director | 1 | $0 |
| RODNEY MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER ORMES | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN WOLFE | TRUSTEE Trustee or director | 1 | $0 |
| JOHNNY WRIGHT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GYPSY CANTRELL | TRUSTEE Trustee or director | – | $0 |
| THOMAS HAYDON | TRUSTEE Trustee or director | – | $0 |
| JOE BURCHETT JR | TRUSTEE Trustee or director | – | $0 |
| RODNEY MARTIN | TRUSTEE Trustee or director | – | $0 |
| CHRISTOPHER ORMES | TRUSTEE Trustee or director | – | $0 |
| JOHNNY WRIGHT | TRUSTEE Trustee or director | – | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GYPSY CANTRELL | TRUSTEE Trustee or director | 5 | $0 |
| THOMAS HAYDON | TRUSTEE Trustee or director | 1 | $0 |
| JOE BURCHETT JR | TRUSTEE Trustee or director | 1 | $0 |
| RODNEY MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER ORMES | TRUSTEE Trustee or director | 1 | $0 |
| JOHNNY WRIGHT | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- GYPSY CANTRELL
- Signed the 990
- GYPSY CANTRELL, TRUSTEE
- Phone
- (888) 999-7741
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
PROVISION OF HEALTH AND WELFARE BENEFITS
Program accomplishments
- THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 23-7022628
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,913,670
- Income (IRS master file)
- $5,482,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $5,135,140 | $4,278,517 | $12,913,670 | XML |
| 990 | August 2024 | $5,668,301 | $5,986,386 | $11,632,691 | XML |
| 990 | August 2023 | $5,346,346 | $5,206,809 | $11,466,542 | XML |
| 990 | August 2022 | $4,952,459 | $4,810,442 | $11,145,013 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 23-7022628).
Questions about UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND
- What is the EIN of UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND?
- The employer identification number (EIN) of UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND is 23-7022628.
- Is UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & 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 UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND?
- The 990 for the year ended August 31, 2025 names GYPSY CANTRELL.
- Who are the officers and directors of UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNITED STEELWORKERS OF AMERICA AFL-CIO HEALTH & WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $5,135,140, expenses of $4,278,517 and total assets of $12,913,670 at year end.
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