Nonprofit · EIN 23-7218454
LOCAL UNION 808 I B T HEALTH AND WELFARE FUND
Tax-exempt · CHAPPAQUA, NY 10514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $16,207,388 | $11,377,533 | $4,829,855 | $19,417,813 | $315,384 | $19,102,429 |
| September 30, 2024 | 990 | $14,321,291 | $14,421,109 | -$99,818 | $13,738,546 | $127,338 | $13,611,208 |
| September 30, 2023 | 990 | $12,828,700 | $12,313,099 | $515,601 | $12,765,208 | $138,533 | $12,626,675 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,644,705
- Investment income
- $487,479
- Other revenue
- $75,204
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,633,618
- Compensation of officers, directors and key employees
- $5,500
- Other salaries and wages
- $191,149
- Salaries, compensation and benefits (total)
- $300,359
- Professional fundraising fees
- $0
- Legal fees
- $110,540
- Accounting fees
- $77,546
- Occupancy
- $39,624
- Travel
- $4,634
- Depreciation
- $2,216
Balance sheet and other
- Total assets, start of year
- $13,738,546
- Total assets, end of year
- $19,417,813
- Total liabilities, end of year
- $315,384
- Net assets, end of year
- $19,102,429
- Land, buildings and equipment
- $7,698
- Publicly traded securities
- $15,908,862
- Gross receipts
- $16,207,388
- Employees
- 6
- Volunteers
- 0
- Year formed
- 1968
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FITZ-VERITY C SILVERA | UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $198,341 | $26,256 |
| PAUL DEMASI | EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $5,500 | $5,500 | $0 |
990 for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FITZ-VERITY C SILVERA | UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $201,950 | $25,162 |
| PAUL DEMASI | EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $5,500 | $5,500 | $0 |
990 for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FITZ-VERITY C SILVERA | UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $202,757 | $24,248 |
| PAUL DEMASI | EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $4,125 | $4,125 | $0 |
Address and contacts
- Address (IRS master file)
- 9 HUNTS LANE, CHAPPAQUA, NY 10514-2631
- In care of
- % GREG AUTERI
- Principal officer (990 for 2024)
- OSVALDO LOVERME, 9 HUNTS LANE, CHAPPAQUA, NY 10514
- Signed the 990
- OSVALDO LOVERME, UNION TRUSTEE
- Phone
- (914) 458-5371
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
THE TRUST RECEIVES CONTRIBUTIONS PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS AND HOLDS THE ASSETS OF A MULTIEMPLOYER WELFARE BENEFIT PLAN FOR MEMBERS OF THE BUILDING MAINTENANCE, SERVICE, AND RAILROAD WORKERS LOCAL UNION 808 I.B. OF T. AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES.
Program accomplishments
- A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDES MEDICAL, DENTAL, OPTICAL, AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 23-7218454
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,417,813
- Income (IRS master file)
- $16,207,388
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $16,207,388 | $11,377,533 | $19,417,813 | XML |
| 990 | September 2024 | $14,321,291 | $14,421,109 | $13,738,546 | XML |
| 990 | September 2023 | $12,828,700 | $12,313,099 | $12,765,208 | XML |
| 990 | September 2022 | $11,894,957 | $10,852,013 | $11,700,221 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 23-7218454).
Questions about LOCAL UNION 808 I B T HEALTH AND WELFARE FUND
- What is the EIN of LOCAL UNION 808 I B T HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL UNION 808 I B T HEALTH AND WELFARE FUND is 23-7218454.
- Is LOCAL UNION 808 I B T HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to LOCAL UNION 808 I B T HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL UNION 808 I B T 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 LOCAL UNION 808 I B T HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL UNION 808 I B T HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LOCAL UNION 808 I B T HEALTH AND WELFARE FUND?
- The 990 for the year ended September 30, 2025 names OSVALDO LOVERME.
- Who are the officers and directors of LOCAL UNION 808 I B T HEALTH AND WELFARE FUND?
- The 990 for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization.
- How much revenue does LOCAL UNION 808 I B T HEALTH AND WELFARE FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $16,207,388, expenses of $11,377,533 and total assets of $19,417,813 at year end.
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