Nonprofit · EIN 36-6090694
BOILERMAKERS NATIONAL HEALTH & WELFARE FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $224,613,531 | $192,674,975 | $31,938,556 | $1,313,533,949 | $40,953,782 | $1,272,580,167 |
| December 31, 2023 | 990 | $307,756,526 | $191,091,066 | $116,665,460 | $1,237,021,017 | $26,281,575 | $1,210,739,442 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $171,719,918
- Investment income
- $52,893,613
- Net gain from sales of assets
- $27,542,065
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $181,585,996
- Compensation of officers, directors and key employees
- $389,388
- Other salaries and wages
- $572,899
- Salaries, compensation and benefits (total)
- $1,981,450
- Professional fundraising fees
- $0
- Legal fees
- $502,712
- Accounting fees
- $411,471
- Occupancy
- $118,271
- Travel
- $53,156
Balance sheet and other
- Total assets, start of year
- $1,237,021,017
- Total assets, end of year
- $1,313,533,949
- Total liabilities, end of year
- $40,953,782
- Net assets, end of year
- $1,272,580,167
- Publicly traded securities
- $294,742,917
- Gross receipts
- $949,991,507
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1954
- State of legal domicile
- MO
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER Officer | 12.8 | $135,121 | $288,102 | $150,889 |
| LAURA PHELPS | CHIEF LEGAL OFFICER Officer | 26 | $220,942 | $121,027 | $133,704 |
| CHRISTINE KING | RETIREMENT PLANS & MANAGING DIRECTOR Officer | 4 | $33,323 | $299,778 | $130,077 |
| BRIDGET HILLEBERT | FUND EMPLOYEE Highest-paid employee | 40 | $178,207 | $534 | $77,552 |
| CYNTHIA DEKEYSER | FUND EMPLOYEE Highest-paid employee | 12.8 | $47,405 | $100,319 | $63,287 |
| KATHY JAMES | FUND EMPLOYEE Highest-paid employee | 13.6 | $46,375 | $89,675 | $65,905 |
| MARGARET SHRIVER | FUND EMPLOYEE Highest-paid employee | 3.2 | $9,540 | $105,899 | $59,113 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR Trustee or director, Officer | 1.1 | $0 | $0 | $0 |
| JOHN FULTZ | SEE SCHEDULE O Trustee or director, Officer | 0.94 | $0 | $0 | $0 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH Trustee or director, Officer | 0.85 | $0 | $0 | $0 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE Trustee or director | 0.12 | $0 | $0 | $0 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE Trustee or director | 0.4 | $0 | $0 | $0 |
| WILLIAM MULCONNERY | SEE SCHEDULE O Trustee or director | 0.98 | $0 | $0 | $0 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O Trustee or director | 0.5 | $0 | $0 | $0 |
| ANTHONY HOWELL | SEE SCHEDULE O Trustee or director | 0.92 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG BELFATTO | MANAGEMENT TRUSTEE Trustee or director | 0.71 | $0 |
| AARON LANDOLT | MANAGEMENT TRUSTEE Trustee or director | 0.65 | $0 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE Trustee or director | 0.88 | $0 |
| JOHN VALVO | MANAGEMENT TRUSTEE Trustee or director | 1.38 | $0 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O Trustee or director | 0.65 | $0 |
| TIMOTHY SIMMONS | SEE SCHEDULE O Trustee or director | 0.4 | $0 |
| LUIS MIRAMONTES | SEE SCHEDULE O Trustee or director | 0.67 | $0 |
| LUKE VOIGT | SEE SCHEDULE O Trustee or director | 1.42 | $0 |
| SCOTT AMBROSE | MANAGEMENT TRUSTEE Trustee or director | 0.71 | $0 |
| BYRON CARROLL | MANAGEMENT TRUSTEE Trustee or director | 0.62 | $0 |
| DANIEL DECARLO | SEE SCHEDULE O Trustee or director | 1.08 | $0 |
| MICHAEL STANTON | SEE SCHEDULE O Trustee or director | 1.13 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER Officer | 10 | $107,944 | $308,589 | $160,611 |
| LAURA PHELPS | CHIEF LEGAL OFFICER Officer | 10 | $221,553 | $118,118 | $143,846 |
| CHRISTINE KING | RETIREMENT PLANS & MANAGING DIRECTOR Officer | 10 | $34,241 | $302,221 | $140,291 |
| BRIDGET HILLEBERT | FUND EMPLOYEE Highest-paid employee | 40 | $180,097 | $174 | $89,011 |
| CYNTHIA DEKEYSER | FUND EMPLOYEE Highest-paid employee | 10 | $37,117 | $105,082 | $75,074 |
| KATHY JAMES | FUND EMPLOYEE Highest-paid employee | 10 | $46,198 | $89,353 | $77,638 |
| MARGARET SHRIVER | FUND EMPLOYEE Highest-paid employee | 10 | $5,864 | $106,735 | $70,985 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR Trustee or director, Officer | 1.08 | $0 | $0 | $0 |
| JOHN FULTZ | SEE SCHEDULE O Trustee or director, Officer | 0.81 | $0 | $0 | $0 |
| PATRICK GALLAGHER | SEE SCHEDULE O Trustee or director, Officer | 1.46 | $0 | $0 | $0 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH Trustee or director, Officer | 0.81 | $0 | $0 | $0 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE Trustee or director | 1.46 | $0 | $0 | $0 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE Trustee or director | 0.77 | $0 | $0 | $0 |
| CLAY HERFORD | SEE SCHEDULE O Trustee or director | 0.65 | $0 | $0 | $0 |
| WILLIAM MULCONNERY | SEE SCHEDULE O Trustee or director | 1.04 | $0 | $0 | $0 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O Trustee or director | 1.19 | $0 | $0 | $0 |
| ANTHONY HOWELL | SEE SCHEDULE O Trustee or director | 0.65 | $0 | $0 | $0 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE Trustee or director | 1.19 | $0 | $0 | $0 |
| AARON LANDOLT | MANAGEMENT TRUSTEE Trustee or director | 0.65 | $0 | $0 | $0 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE Trustee or director | 0.65 | $0 | $0 | $0 |
| JOHN VALVO | MANAGEMENT TRUSTEE Trustee or director | 1.12 | $0 | $0 | $0 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O Trustee or director | 0.5 | $0 | $0 | $0 |
| TIMOTHY SIMMONS | SEE SCHEDULE O Trustee or director | 0.65 | $0 | $0 | $0 |
| LUIS MIRAMONTES | SEE SCHEDULE O Trustee or director | 0 | $0 | $0 | $0 |
| LUKE VOIGT | SEE SCHEDULE O Trustee or director | 0.69 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- Principal officer (990 for 2024)
- MARIO RODRIGUEZ, 12200 N AMBASSADOR DRIVE 326, KANSAS CITY, MO 64163
- Signed the 990
- MARIO RODRIGUEZ, CHIEF INVESTMENT OFFICER
- Phone
- (913) 906-7517
- Website
- WWW.BNF-KC.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS FOR 12,887 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6090694
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,313,533,949
- Income (IRS master file)
- $949,991,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $224,613,531 | $192,674,975 | $1,313,533,949 | XML |
| 990 | December 2023 | $307,756,526 | $191,091,066 | $1,237,021,017 | XML |
| 990 | December 2022 | $214,239,032 | $197,065,732 | $1,158,235,747 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 36-6090694).
Questions about BOILERMAKERS NATIONAL HEALTH & WELFARE FUND
- What is the EIN of BOILERMAKERS NATIONAL HEALTH & WELFARE FUND?
- The employer identification number (EIN) of BOILERMAKERS NATIONAL HEALTH & WELFARE FUND is 36-6090694.
- Is BOILERMAKERS NATIONAL HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Are donations to BOILERMAKERS NATIONAL HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOILERMAKERS NATIONAL 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 BOILERMAKERS NATIONAL HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOILERMAKERS NATIONAL HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BOILERMAKERS NATIONAL HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names MARIO RODRIGUEZ.
- Who are the officers and directors of BOILERMAKERS NATIONAL HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 27 people; 7 received compensation from the organization, the highest $135,121 (MARIO RODRIQUEZ, CHIEF INVESTMENT OFFICER).
- How much revenue does BOILERMAKERS NATIONAL HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $224,613,531, expenses of $192,674,975 and total assets of $1,313,533,949 at year end.
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