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Nonprofit · EIN 46-4111565

NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND

Tax-exempt · SYRACUSE, NY 13221

Financials

$10.4M$8.7M2023$11.6M$9.5M2024
Revenue Expenses · by fiscal year end
Financials of NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$11,645,909$9,506,075$2,139,834$26,104,424$10,244$26,094,180
December 31, 2023990$10,415,889$8,713,945$1,701,944$23,284,297$11,535$23,272,762
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$11,417,057
Investment income
$228,852
Net gain from sales of assets
$3,108
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,829,845
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$26,827
Accounting fees
$9,000

Balance sheet and other

Total assets, start of year
$23,284,297
Total assets, end of year
$26,104,424
Total liabilities, end of year
$10,244
Net assets, end of year
$26,094,180
Publicly traded securities
$542,173
Gross receipts
$17,655,560
Employees
0
Volunteers
0
Year formed
2014
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KENNETH STILWELLEXECUTIVE ADMINISTRATOR
Key employee
0.5$0$287,447$64,573
MICHAEL S SCALZO SREMPLOYER TRUSTEE CO-CHAIRM
Trustee or director
0.5$0$0$0
DANIEL W SCHMIDTEMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
SAMUEL D PILGEREMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
JOHN A BULGAROUNION TRUSTEE CO-CHAIRMAN
Trustee or director
0.5$0$0$0
BRIAN K HAMMONDUNION TRUSTEE
Trustee or director
0.5$0$0$0
MARK D MAYUNION TRUSTEE
Trustee or director
0.5$0$0$0
CHRIS LANGANEMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
GEORGE E HARRIGANUNION TRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KENNETH STILWELLEXECUTIVE ADMINISTRATOR
Key employee
0.5$0$221,174$63,807
MICHAEL S SCALZO SREMPLOYER TRUSTEE CO-CHAIRM
Trustee or director
0.5$0$0$0
BRIAN SPELLEREMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
SAMUEL D PILGEREMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
JOHN A BULGAROUNION TRUSTEE CO-CHAIRMAN
Trustee or director
0.5$0$0$0
BRIAN K HAMMONDUNION TRUSTEE
Trustee or director
0.5$0$0$0
MARK D MAYUNION TRUSTEE
Trustee or director
0.5$0$0$0
MARK A GLADFELTEREMPLOYER TRUSTEE
Trustee or director
0.5$0$0$0
GEORGE E HARRIGANUNION TRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 4928, SYRACUSE, NY 13221-4928
In care of
% KENNETH R STILWELL
Principal officer (990 for 2024)
KENNETH R STILWELL, 151 NORTHERN CONCOURSE, SYRACUSE, NY 13221
Signed the 990
KENNETH R STILWELL, EXECUTIVE ADMINISTRATOR
Phone
(315) 455-9790
Return prepared by
D'ARCANGELO & CO LLP

Mission

THE PLAN PROVIDES POST-RETIREMENT BENEFITS FOR ELIGIBLE RETIRED UPS EMPLOYEES, THEIR ELIGIBLE SPOUSES, AND UNMARRIED DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN IS A POST-RETIREMENT BENEFIT FUND ESTABLISHED FOR THE BENEFIT OF ELIGIBLE RETIRED UPS EMPLOYEES. THE PLAN PROVIDES POST-RETIREMENT HEALTH AND RELATED BENEFITS, INCLUDING HOSPITAL, SURGICAL, MEDICAL, PRESCRIPTION, DENTAL, AND VISION CARE TO ELIGIBLE PARTICIPANTS INCLUDING THEIR ELIGIBLE SPOUSES AND UNMARRIED 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
46-4111565
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Donations deductible
No
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$26,104,424
Income (IRS master file)
$17,655,560

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$11,645,909$9,506,075$26,104,424IRS
990December 2023$10,415,889$8,713,945$23,284,297XML
990December 2022$2,658,803$6,439,382$21,493,770IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 46-4111565).

Questions about NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND

What is the EIN of NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND?
The employer identification number (EIN) of NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND is 46-4111565.
Is NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2015.
Are donations to NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH 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 NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH 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 NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH 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 NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND?
The 990 for the year ended December 31, 2024 names KENNETH R STILWELL.
Who are the officers and directors of NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does NEW YORK STATE TEAMSTERS COUNCIL - UPS RETIREE HEALTH FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $11,645,909, expenses of $9,506,075 and total assets of $26,104,424 at year end.

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