Chauffeurs Teamsters & Helpers Local Union 301 Health & Welfare F
- Assets
- $65.4m
- Revenue
- $16.7m
- Investments
- $0.0
- Employees
- 2
- Location
- Waukegan, IL
- Founding
- 12/1965
- Data as of
- 12/2021
- EIN
- 36-6125658
Organization Overview
Chauffeurs Teamsters & Helpers Local Union 301 Health & Welfare F is located in Waukegan, IL. The organization was established in 1965. 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 12/2021, Chauffeurs Teamsters & Helpers Local Union 301 Health & Welfare F employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Chauffeurs Teamsters & Helpers Local Union 301 Health & Welfare F is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2021, Chauffeurs Teamsters & Helpers Local Union 301 Health & Welfare F generated $16.7m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.0% each year. All expenses for the organization totaled $14.1m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE MEDICAL CARE, DENTAL CARE, VISION AND LIFE INSURANCE TO ALL ELIGIBLE MEMBERS OF LOCAL 301 I.B. OF T.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE MEDICAL CARE, DENTAL CARE, VISION CARE, AND LIFE INSURANCE TO ALL ELIGIBLE MEMBERS OF LOCAL 301 I.B. OF T.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara Wolf Fund Administ | Officer | 20 | $106,538 |
Michael T Haffner Chairman | Trustee | 5 | $0 |
Michael E Brya Union Trustee | Trustee | 2 | $0 |
James Florkiewicz Union Trustee | Trustee | 2 | $0 |
Michael Wolff Emplyr. Trustee | Trustee | 4 | $0 |
Theodore Stilling Emplyr. Trustee | Trustee | 2 | $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 | $15,301,319 |
| Investment income | $1,521,798 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$140,112 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $16,684,467 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $12,704,459 |
| Compensation of current officers, directors, key employees. | $183,501 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $10,854 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $49,717 |
| Fees for services: Accounting | $59,464 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $131,609 |
| Fees for services: Other | $69,942 |
| Advertising and promotion | $0 |
| Office expenses | $5,518 |
| Information technology | $88,624 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,972 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $22,024 |
| All other expenses | $3,305 |
| Total functional expenses | $14,131,278 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $103,406 |
| Savings and temporary cash investments | $3,195,332 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,481,955 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $38,450 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $60,317,661 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $217,513 |
| Total assets | $65,354,317 |
| Accounts payable and accrued expenses | $432,329 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $26,418 |
| Total liabilities | $458,747 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $64,895,570 |
| Total liabilities and net assets/fund balances | $65,354,317 |