Cause IQ organization profile

Local 434 Health and Welfare Fund Workers and Service Techs

Local 434 Health and Welfare Fund Workers and Service Techs is a fraternal society based in Mosinee, WI that was founded in 1996. As of 2019 they had $14 million in revenue and $24 million in assets.

To provide medical, surgical, hospital, dental, and disability coverage for active and retired members.

Previous legal names or variations of their name include: 434 Local H And W Fund.

EIN:

39-1856935

City:

Mosinee

State:

Wisconsin

Metro:

Wausau-Weston, WI

Founded:

1996

Type:

501(c)(9)

NTEE:

Y40: Fraternal organizations

Revenue:

$14,523,058

Assets:

$24,406,830

Employees:

Fiscal year end:

May

Revenue trends:

Asset trends:

Program areas at Local 434 Health and Welfare Fund Workers and Service Techs

The organization provides medical, surgical, hospital, dental, and disability coverage for active and retired members

Form 990s for Local 434 Health and Welfare Fund Workers and Service Techs

Fiscal year ending	Date received by IRS	Form	PDF link
2019-05	Aug 26, 2020	990	View PDF
2018-05	Jun 19, 2019	990	View PDF
2017-05	Apr 10, 2018	990	View PDF
2016-05	Aug 9, 2017	990O	View PDF
2015-05	Jul 26, 2016	990O	View PDF
...and five more Form 990 PDFs

Financials for Local 434 Health and Welfare Fund Workers and Service Techs

Field	2019	2018
Federated campaigns	$0	$0
Membership dues	$0	$0
Fundraising event contributions	$0	$0
Related organizations	$0	$0
Government grants (contributions)	$0	$0
Normal grants, contributions, etc.	$0	$0
<em>Non-cash contributions included in above</em>	$0	$0
Total grants, contributions, etc.	$0	$0

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Program services	$13,965,443	$13,573,876	2.9%
Investment income and dividends	$486,969	$506,577	-3.9%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$70,646	$290,647	-75.7%
Net income from fundraising events	$0	$0
Net income from gaming activities	$0	$0
Net income from sales of inventory	$0	$0
Miscellaneous revenues	$0	$0
Total revenues	$14,523,058	$14,371,100	1.1%

Field	2019	2018	% Change
Grants to govts. and orgs. in USA	$0	$0
Grants to individuals in USA	$0	$0
Grants to govts., orgs., and individuals outside USA	$0	$0
Benefits paid to or for members	$11,935,922	$12,890,109	-7.4%
Compensation of current officers, etc.	$0	$0
Compensation not included above, to disqualified persons	$0	$0
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Other employee benefits	$0	$0
Payroll taxes	$0	$0
Management fees	$32,183	$43,229	-25.6%
Legal fees	$27,871	$47,312	-41.1%
Accounting fees	$17,430	$16,785	3.8%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$43,663	$56,975	-23.4%
Other fee-for-service	$1,170	$1,062	10.2%
Advertising and promotion	$0	$0
Office expenses	$3,353	$5,152	-34.9%
Information tech. expenses	$0	$0
Royalty expenses	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$432	$602	-28.2%
Interest	$0	$0
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$0	$0
Insurance	$0	$0
All other expenses	$1,456,339	$1,553,454	-6.3%
Total expenses	$13,486,180	$14,571,451	-7.4%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$0	$0
Savings, short-term investments, etc.	$1,093,956	$547,522	99.8%
Pledges and grants receivable	$0	$0
Accounts receivable	$1,454,978	$1,625,423	-10.5%
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Buildings, equipment, etc. post-depreciation	$0	$0
Investments, publicly traded securities	$21,857,896	$21,086,574	3.7%
Investments, other securities	$0	$0
Investments, program-related	$0	$0
Intangible assets	$0	$0
Other assets	$0	$0
Total assets	$24,406,830	$23,259,519	4.9%

Field	2019	2018	% Change
Accounts payable and accrued expenses	$77,519	$106,841	-27.4%
Grants payable	$0	$0
Deferred revenue	$0	$0
Tax-exempt bond liabilities	$0	$0
Escrow or custodial account liability	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$77,519	$106,841	-27.4%

Field	2019	2018
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Local 434 Health and Welfare Fund Workers and Service Techs

Vendor	Services	Amount paid	Date
Bauman Associates Ltd	Tax accounting		2020-04-01

Personnel at Local 434 Health and Welfare Fund Workers and Service Techs

Name	Title	Compensation	Most recent data
Todd Bencke	Chair - Labor	$0	Aug. 26, 2020
Jeff Gaecke	Secretary and Tres - MG	$0	May 31, 2019
███ ████████	Secretary and Tres - M	$0	May 31, 2018
█████ ██████	Chairman - Labor / Chair - Labor / Chairman	$0	Aug. 9, 2017

Peer fraternal organizations

	Name	Type	Revenue	Location
1	HDMC Group Inc Bargaining Unit Employees Post-Retirement Welfare Benefits Trust	501(c)(9)	$16 million	Milwaukee, WI
2	Plumbers Local 75 Health Fund	501(c)(9)	$14 million	Milwaukee, WI
3	Plumbers and Steamfitters Local 400 and Mca N Central Wi Health and Welfare Trust	501(c)(9)	$32 million	Kaukauna, WI
4	Johnson Controls Retiree Welfare Trust	501(c)(9)	$7.4 million	Glendale, WI
5	Iron Workers Local 383 Health Care Plan	501(c)(9)	$5.8 million	Madison, WI
6	Sunoco Med Life Ins TR Cash	501(c)(9)	$4.7 million	Milwaukee, WI
7	Cinti Bell Active Medical Care	501(c)(9)	$34 million	Milwaukee, WI
8	Ecw Health Benefit Trust and Plan	501(c)(9)	$6.4 million	Greenwood, WI
9	Local Unions No 19 and 127 Health and Welfare Fund	501(c)(9)	$8.9 million	Milwaukee, WI
10	Metropolitan Council Hra Plan	501(c)(9)	$3.6 million	Milwaukee, WI
11	SC Johnson and Son Retiree Medical Benefits Trust	501(c)(9)	$24 million	Racine, WI
12	Milwaukee Carpenters' District Council Health Fund	501(c)(9)	$26 million	Pewaukee, WI
13	Pellc Life and Health Benefit Trust for Bargaining Unit	501(c)(9)	$36 million	Milwaukee, WI
14	Wisconsin Bankers Association Insurance Trust Fund	501(c)(9)	$11 million	Sun Prairie, WI
15	City of Minneapolis Veba 12627200	501(c)(9)	$7.7 million	Milwaukee, WI
16	Associated Banc Corp Group Health Employee Benefit Plan and Trust	501(c)(9)	$39 million	Green Bay, WI
17	Milwaukee Painters Local Union No 781 Health Fund	501(c)(9)	$12 million	Milwaukee, WI
18	Wisconsin Pipe Trades Health Fund	501(c)(9)	$34 million	Milwaukee, WI
19	Wisconsin Electrical Employees Health and Welfare Plan	501(c)(9)	$68 million	Madison, WI
20	Blain Supply and Farm & Fleet Employee Welfare Benefit Plan	501(c)(9)	$11 million	Janesville, WI
21	Wisconsin Masons' Health Care Fund	501(c)(9)	$27 million	Madison, WI
22	Interstate Power and Light Employees Bargaining and Welfare Benefit Trust	501(c)(9)	$5.8 million	Madison, WI
23	M and I Health Retiree Program	501(c)(9)	$8.1 million	Milwaukee, WI
24	Milwaukee Roofers Health Fund	501(c)(9)	$4.2 million	New Berlin, WI
25	Baycare Employees Employee Welfare Benefit Plan	501(c)(9)	$10 million	Green Bay, WI

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Cause IQ organization profile

Local 434 Health and Welfare Fund Workers and Service Techs

Program areas at Local 434 Health and Welfare Fund Workers and Service Techs

Form 990s for Local 434 Health and Welfare Fund Workers and Service Techs

Financials for Local 434 Health and Welfare Fund Workers and Service Techs

Vendors for Local 434 Health and Welfare Fund Workers and Service Techs

Personnel at Local 434 Health and Welfare Fund Workers and Service Techs

Peer fraternal organizations

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