Nonprofit · EIN 36-2440523
U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
Tax-exempt · DOWNERS GROVE, IL 60515
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $13,024,050 | $14,435,870 | -$1,411,820 | $13,328,597 | $2,276,056 | $11,052,541 |
| November 30, 2024 | 990 | $14,113,262 | $16,547,906 | -$2,434,644 | $14,326,128 | $2,139,797 | $12,186,331 |
| November 30, 2023 | 990 | $14,083,766 | $15,538,414 | -$1,454,648 | $16,115,999 | $1,672,353 | $14,443,646 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,835,270
- Investment income
- $187,512
- Net gain from sales of assets
- -$65,850
- Other revenue
- $1,268
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,930,509
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $122,022
- Accounting fees
- $93,752
Balance sheet and other
- Total assets, start of year
- $14,326,128
- Total assets, end of year
- $13,328,597
- Total liabilities, end of year
- $2,276,056
- Net assets, end of year
- $11,052,541
- Publicly traded securities
- $9,630,112
- Gross receipts
- $19,113,083
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- IL
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M POWELL | TRUSTEE Trustee or director | 1 | $0 | $288,870 | $30,781 |
| ROBERT O'TOOLE | TRUSTEE Trustee or director | 1 | $0 | $194,668 | $30,496 |
| JEFF JAYKO | TRUSTEE- NEW Trustee or director | 1 | $0 | $142,116 | $29,383 |
| MARIO MARIN | TRUSTEE- PAST Trustee or director | 1 | $0 | $131,367 | $29,077 |
| WILLIAM R SEEHAFER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK KINNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended November 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M POWELL | TRUSTEE Trustee or director | 1 | $0 | $280,804 | $29,880 |
| ROBERT O'TOOLE | TRUSTEE Trustee or director | 1 | $0 | $191,528 | $29,085 |
| JONATHAN WILLIGMAN | TRUSTEE-PAST Trustee or director | 1 | $0 | $179,158 | $29,006 |
| MARIO MARIN | TRUSTEE- NEW Trustee or director | 1 | $0 | $121,300 | $27,865 |
| WILLIAM R SEEHAFER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK KINNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN JORDAN | TRUSTEE-PAST Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M POWELL | TRUSTEE Trustee or director | 1 | $0 | $272,144 | $29,360 |
| ROBERT O'TOOLE | TRUSTEE Trustee or director | 1 | $0 | $194,831 | $28,454 |
| JONATHAN WILLIGMAN | TRUSTEE Trustee or director | 1 | $0 | $171,752 | $27,973 |
| BRIAN JORDAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM R SEEHAFER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK KINNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1431 OPUS PL STE 350, DOWNERS GROVE, IL 60515-9816
- In care of
- % DANIEL W RYAN
- Principal officer (990 for 2024)
- STEVE POWELL, 1431 OPUS PLACE 350, DOWNERS GROVE, IL 60018
- Signed the 990
- STEVE POWELL, TRUSTEE
- Phone
- (630) 288-6868
- Website
- WWW.UFCWMIDWEST.ORG
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE HEALTH BENEFITS
Program accomplishments
- TO PROVIDE HEALTH CARE AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2440523
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,328,597
- Income (IRS master file)
- $19,113,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $13,024,050 | $14,435,870 | $13,328,597 | XML |
| 990 | November 2024 | $14,113,262 | $16,547,906 | $14,326,128 | XML |
| 990 | November 2023 | $14,083,766 | $15,538,414 | $16,115,999 | XML |
| 990 | November 2022 | – | – | – | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 36-2440523).
Questions about U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
- What is the EIN of U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND?
- The employer identification number (EIN) of U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND is 36-2440523.
- Is U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
- Are donations to U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS 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 U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND?
- The 990 for the year ended November 30, 2025 names STEVE POWELL.
- Who are the officers and directors of U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND?
- The 990 for the year ended November 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does U F C W UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $13,024,050, expenses of $14,435,870 and total assets of $13,328,597 at year end.
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- GLOBAL TECHNOLOGY INDUSTRY ASSOCIATION EIN 06-1058206 · last filed 990 for 2024
- EHS HOME HEALTH CARE SERVICE INC EIN 36-2913108 · last filed 990 for 2024
- SMART LOCAL 265 WELFARE FUND EIN 36-2356062 · last filed 990 for 2025