Nonprofit · EIN 39-6048209
LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND
Tax-exempt · MILWAUKEE, WI 53224
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $11,639,869 | $10,346,717 | $1,293,152 | $12,332,289 | $6,499,545 | $5,832,744 |
| March 31, 2024 | 990 | $11,173,018 | $8,216,837 | $2,956,181 | $10,014,383 | $5,639,973 | $4,374,410 |
| March 31, 2023 | 990 | $9,442,376 | $8,674,503 | $767,873 | $5,909,731 | $4,805,074 | $1,104,657 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,330,427
- Investment income
- $309,442
- Net gain from sales of assets
- -$4,631
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,945,054
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $37,784
- Accounting fees
- $20,530
Balance sheet and other
- Total assets, start of year
- $10,014,383
- Total assets, end of year
- $12,332,289
- Total liabilities, end of year
- $6,499,545
- Net assets, end of year
- $5,832,744
- Publicly traded securities
- $7,987,243
- Gross receipts
- $25,910,460
- Employees
- 17
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- WI
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $109,127 | $101,580 |
| JEREMY WICKE | TRUSTEE Trustee or director | 0.1 | $0 | $113,334 | $0 |
| JASON PARNAU | TRUSTEE Trustee or director | 0.1 | $0 | $17,988 | $9,881 |
| WILLIAM NARETTA | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| SCOTT PARNAU | CHAIRMAN Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ERICA SCHNEIDER | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| TONY WALTER | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $103,608 | $96,474 |
| JEREMY WICKE | TRUSTEE Trustee or director | 0.1 | $0 | $113,334 | $0 |
| JASON PARNAU | TRUSTEE Trustee or director | 0.1 | $0 | $13,037 | $7,235 |
| WILLIAM NARETTA | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JIM BARTELT THRU 731 | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| SCOTT PARNAU | CHAIRMAN Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ERICA SCHNEIDER START 81 | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 | $99,011 | $94,097 |
| FRANK RODRIGUEZ THRU 0822 | TRUSTEE Trustee or director | 0.1 | $0 | $81,636 | $95,019 |
| JEREMY WICKE | TRUSTEE Trustee or director | 0.1 | $0 | $104,624 | $0 |
| JASON PARNAU START 822 | TRUSTEE Trustee or director | 0.1 | $0 | $4,881 | $1,891 |
| WILLIAM NARETTA | CHAIRMAN Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JIM BARTELT | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MARK BORCHARDT THRU 1222 | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| SCOTT PARNAU START 0123 | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11270 W PARK PL STE 950, MILWAUKEE, WI 53224-3632
- Principal officer (990 for 2024)
- BRETT LARGE, 11270 WEST PARK PLACE SUITE 950, MILWAUKEE, WI 53224
- Signed the 990
- BRETT LARGE, SECRETARY/TREASURER
- Phone
- (414) 577-3700
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES.
Program accomplishments
- PROVIDED ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO APPROXIMATELY 579 MEMBERS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6048209
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,332,289
- Income (IRS master file)
- $25,910,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $11,639,869 | $10,346,717 | $12,332,289 | XML |
| 990 | March 2024 | $11,173,018 | $8,216,837 | $10,014,383 | XML |
| 990 | March 2023 | $9,442,376 | $8,674,503 | $5,909,731 | XML |
| 990 | March 2022 | $9,222,695 | $8,810,342 | $5,120,951 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 39-6048209).
Questions about LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND
- What is the EIN of LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND is 39-6048209.
- Is LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL UNIONS NO 19 & 127 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 UNIONS NO 19 & 127 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND?
- The 990 for the year ended March 31, 2025 names BRETT LARGE.
- Who are the officers and directors of LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND?
- The 990 for the year ended March 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $11,639,869, expenses of $10,346,717 and total assets of $12,332,289 at year end.
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