Uaw Umass Health & Welfare Tr Fund

Organization Overview

Uaw Umass Health & Welfare Tr Fund is located in Amherst, MA. The organization was established in 2002. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. As of 10/2021, Uaw Umass Health & Welfare Tr Fund employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Uaw Umass Health & Welfare Tr Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.

For the year ending 10/2021, Uaw Umass Health & Welfare Tr Fund generated $2.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.0% each year. All expenses for the organization totaled $2.2m during the year ending 10/2021. While expenses have increased by 3.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

THE PLAN PROVIDES DENTAL, VISION, WELLNESS, AND CHILDCARE AND REIMBURSEMENT TUITION BENEFITS TO PLAN PARTICIPANTS

Describe the Organization's Program Activity:

Part 3 - Line 4a

THE PLAN PROVIDES DENTAL, VISION, WELLNESS, AND CHILDCARE AND REIMBURSEMENT TUITION BENEFITS TO PLAN PARTICIPANTS


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Board, Officers & Key Employees

Name (title)Compensation
Leslie Edwards Davis
Administrator
$0
Brian Harrington
Trustee
$0
Jyoti Iyer
Trustee
$0
Jocelyn Tedisky
Trustee
$0
Elizabeth Cracco
Trustee
$0
Patrick Burke
Trustee
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$2,127,952
Investment income $83,192
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $99,370
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $2,310,514

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