Skip to main content

Nonprofit · EIN 52-6057762

IRON WORKERS TRUST FUND-5

Tax-exempt · SEATTLE, WA 98124

Financials

$14.4M$19.6M2022$14M$11.2M2023$14.7M$16.9M2024
Revenue Expenses · by fiscal year end
Financials of IRON WORKERS TRUST FUND-5 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$14,653,618$16,943,103-$2,289,485$61,216,419$13,513,718$47,702,701
June 30, 2024990$14,032,036$11,248,791$2,783,245$58,209,992$9,997,841$48,212,151
June 30, 2023990$14,432,146$19,629,067-$5,196,921$52,451,908$9,541,784$42,910,124
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,097,532
Investment income
$1,556,086
Net gain from sales of assets
$735,830
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$16,094,098
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$31,488
Accounting fees
$56,765

Balance sheet and other

Total assets, start of year
$58,209,992
Total assets, end of year
$61,216,419
Total liabilities, end of year
$13,513,718
Net assets, end of year
$47,702,701
Publicly traded securities
$26,680,180
Gross receipts
$29,602,582
Employees
0
Volunteers
0
Year formed
1951
State of legal domicile
MD

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Aaron BastTRUSTEE
Trustee or director
1$0
Gary ArmstrongTRUSTEE
Trustee or director
1$0
Raymond ClelandTRUSTEE
Trustee or director
1$0
Vic CornellierTRUSTEE
Trustee or director
1$0
Carlos PortilloTRUSTEE
Trustee or director
1$0
Curt JohnsonTRUSTEE
Trustee or director
1$0
Bill HeinoldTRUSTEE
Trustee or director
1$0
Ken WoodTRUSTEE
Trustee or director
1$0
Chris MorgretTRUSTEE
Trustee or director
1$0
Randy GardnerTrustee
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
Aaron BastTRUSTEE
Trustee or director
1$0
Gary ArmstrongTRUSTEE
Trustee or director
1$0
Raymond ClelandTRUSTEE
Trustee or director
1$0
William BeckmanTRUSTEE
Trustee or director
1$0
Vic CornellierTRUSTEE
Trustee or director
1$0
Carlos PortilloTRUSTEE
Trustee or director
1$0
Curt JohnsonTRUSTEE
Trustee or director
1$0
Bill HeinoldTRUSTEE
Trustee or director
1$0
Ken WoodTRUSTEE
Trustee or director
1$0
Chris MorgretTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
Aaron BastTRUSTEE
Trustee or director
1$0
Gary ArmstrongTRUSTEE
Trustee or director
1$0
Raymond ClelandTRUSTEE
Trustee or director
1$0
William BeckmanTRUSTEE
Trustee or director
1$0
Vic CornellierTRUSTEE
Trustee or director
1$0
Carlos PortilloTRUSTEE
Trustee or director
1$0
Curt JohnsonTRUSTEE
Trustee or director
1$0
Bill HeinoldTRUSTEE
Trustee or director
1$0
Ken WoodTRUSTEE
Trustee or director
1$0
Chris MorgretTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 34203, SEATTLE, WA 98124-1203
In care of
% WPAS INC
Principal officer (990 for 2024)
GARY ARMSTRONG, 7525 SE 24TH ST STE 200, MERCER ISLAND, WA 98040
Signed the 990
GARY ARMSTRONG, TRUSTEE
Phone
(206) 441-7574
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

PROVIDE HEALTH BENEFITS TO UNION EMPLOYEES.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE HEALTH BENEFITS TO UNION EMPLOYEES.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
52-6057762
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$61,216,419
Income (IRS master file)
$29,602,582

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$14,653,618$16,943,103$61,216,419IRS
990June 2024$14,032,036$11,248,791$58,209,992IRS
990June 2023$14,432,146$19,629,067$52,451,908XML
990June 2022$14,839,235$12,589,769$47,437,637IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 52-6057762).

Questions about IRON WORKERS TRUST FUND-5

What is the EIN of IRON WORKERS TRUST FUND-5?
The employer identification number (EIN) of IRON WORKERS TRUST FUND-5 is 52-6057762.
Is IRON WORKERS TRUST FUND-5 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to IRON WORKERS TRUST FUND-5 tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IRON WORKERS TRUST FUND-5 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 IRON WORKERS TRUST FUND-5 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRON WORKERS TRUST FUND-5 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of IRON WORKERS TRUST FUND-5?
The 990 for the year ended June 30, 2025 names GARY ARMSTRONG.
Who are the officers and directors of IRON WORKERS TRUST FUND-5?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does IRON WORKERS TRUST FUND-5 have?
On its 990 for the year ended June 30, 2025 it reported revenue of $14,653,618, expenses of $16,943,103 and total assets of $61,216,419 at year end.

Other nonprofits in SEATTLE

All nonprofits in SEATTLE · Washington