Cause IQ organization profile

Welfare Trust Fund Local 804

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Welfare Trust Fund Local 804 is a pension or retirement fund based in Long Island City, NY that was founded in 1950. As of 2019 they had $101 million in revenue and $104 million in assets.

Previous legal names or variations of their name include: Local 804 Welfare Trust Fund.

EIN:
11-1637886
City:
State:
Metro:
Website:
Founded:
1950
Type:
501(c)(9)
NTEE:
Revenue:
$101,870,503
Assets:
$104,966,889
Employees:
31
Fiscal year end:
May
Revenue trends:
Asset trends:

Program areas at Welfare Trust Fund Local 804

Provided health care benefits for eligible participants and their dependents. Estimated number of participants benefited during the past year was 5048.

Form 990s for Welfare Trust Fund Local 804

Fiscal year endingDate received by IRSFormPDF link
2019-05Dec 22, 2020990View PDF
2018-05May 14, 2019990View PDF
2017-05May 14, 2018990View PDF
2016-05Aug 21, 2017990OView PDF
2015-05Jul 21, 2016990View PDF
...and six more Form 990 PDFs

Financials for Welfare Trust Fund Local 804

Field2019
Total grants, contributions, etc.$0
Program services$99,796,314
Investment income and dividends$2,596,243
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-577,772
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$55,718
Total revenues$101,870,503

Vendors for Welfare Trust Fund Local 804

VendorServicesAmount paidDate
Buchbinder Tunick and Co LLPTax accounting; Audit accounting; Accounting (including auditing)$49,0002020-12-22
█████████ ████ ███Legal Services; Legal$230,2532019-05-01
██████ ████████████ █████████ ███Benefit Administrative Service$1,854,6592019-05-01
███ ████ ███████ ██████████Benefit Consulting Services; $355,5992019-05-01
██████ ████ ██████Benefit Information Technology$499,2822019-05-01
███ █████ ███████ ███████ ██████Actuarial and Consulting Services$185,2002019-05-01
███████████ ████Custodial (securities)$25,3342018-05-31
███ █████ ███████Actuarial, Consulting (general)$155,2432018-05-31
...and 36 more vendors

Personnel at Welfare Trust Fund Local 804

NameTitleCompensationMost recent data
Thomas LamontanaroFund Office Manager$108,159May 31, 2019
Marc PanteleoneBenefit Claims Assistant$176,927May 31, 2019
███████ ███████Union Trustee$0Dec. 22, 2020

Peer pension and retirement funds

 NameTypeRevenueLocation
1Painting Industry Insurance Fund501(c)(9)$108 millionNew York, NY
2District Council 47 Health and Welfare Fund501(c)(9)$75 millionPhiladelphia, PA
3Central Pennsylvania Teamsters Health and Welfare and Pension Funds501(c)(9)$135 millionWyomissing, PA
4Teamsters Local Union No 671 Health Services and Insurance Plan501(c)(9)$29 millionBloomfield, CT
5Philadelphia Federation of Teachers Health and Welfare Fund501(c)(9)$52 millionPhiladelphia, PA
6Upstate New York Engineers Health Fund501(c)(9)$40 millionSyracuse, NY
7Local 817 Ibt Welfare Fund501(c)(9)$36 millionGreat Neck, NY
8Service Employees Benefit Fund501(c)(9)$40 millionSyracuse, NY
9Uswu Local 74 Welfare Fund Local 74 Welfare Fund501(c)(9)$40 millionLong Island City, NY
10Iron Workers Local 40 361 and 417 Health Fund501(c)(9)$131 millionNew York, NY
11Insurance Trust Fund Private Sanitation Union Local 813 Ibt501(c)(9)$28 millionLong Island City, NY
12Local 272 Welfare Fund501(c)(9)$32 millionNew York, NY
13Kingston Trust Fund501(c)(9)$30 millionKingston, NY
14Local 580 Insurance Fund501(c)(9)$77 millionNew York, NY
15Cement and Concrete Workers DC Welfare Fund501(c)(9)$34 millionFlushing, NY
16Steamfitters Industry Fund501(c)(9)$63 millionLong Island City, NY
17Board of Trustees of SMWIA Lu No 28 Welfare Fund501(c)(9)$83 millionMineola, NY
18Excavators Union 731 Welfare501(c)(9)$221 millionAstoria, NY
191199 SEIU NBF for Home Care Employees501(c)(9)$213 millionNew York, NY
20Mason Tenders District Council Welfare Fund (MTDC)501(c)(9)$240 millionNew York, NY
21UFCW Local 1500 Welfare Fund501(c)(9)$77 millionWestbury, NY
22IUOE Local 15501(c)(9)$95 millionLong Island City, NY
231199SEIU Greater New York Benefit Fund501(c)(9)$208 millionNew York, NY
24Laborers Local 1298 of Nassau and Suffolk Counties Welfare Fund501(c)(9)$26 millionHempstead, NY
25International Union of Operating Engineers Local 138 Welfare Fund501(c)(9)$37 millionFarmingdale, NY