Cause IQ organization profile

Western Pennsylvania Teamsters and Employers Welfare

Western Pennsylvania Teamsters and Employers Welfare is a fraternal society based in Bridgeville, PA that was founded in 1950. As of 2019 they had $61 million in revenue and $79 million in assets.

To provide for the payment of Health & Welfare benefits to eligible members of the participating companies signatory to collective bargaining agreements entered into with Local unions affiliated with Joint Council No. 40 & the Int'l Brotherhood of Tea...

Previous legal names or variations of their name include: Western Pennsylvania Teamsters And Employers Welfare Fund.

EIN:

25-1000614

City:

State:

Metro:

Website:

Founded:

1950

Type:

501(c)(9)

NTEE:

Y40: Fraternal organizations

Revenue:

$61,161,352

Assets:

$79,769,515

Employees:

Fiscal year end:

December

Revenue trends:

Asset trends:

Program areas at Western Pennsylvania Teamsters and Employers Welfare

Not Applicable

Form 990s for Western Pennsylvania Teamsters and Employers Welfare

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Dec 13, 2019	990O	View PDF
2017-12	Dec 22, 2018	990	View PDF
2016-12	Nov 2, 2017	990O	View PDF
2015-12	Jan 19, 2017	990O	View PDF
2014-12	Feb 9, 2016	990O	View PDF
...and five more Form 990 PDFs

Financials for Western Pennsylvania Teamsters and Employers Welfare

Field	2017	2016
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	2018	2017	% Change
Total grants, contributions, etc.	$0	$0
Program services	$59,188,607	$57,602,373	2.8%
Investment income and dividends	$1,884,036	$1,526,188	23.4%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$0	$28,480	-100%
Net gain from sale of non-inventory assets	$-10,945	$1,668,214	-100.7%
Net income from fundraising events	$0	$0
Net income from gaming activities	$0	$0
Net income from sales of inventory	$0	$0
Miscellaneous revenues	$99,654	$138,447	-28.0%
Total revenues	$61,161,352	$60,963,702	0.3%

Field	2018	2017	% 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	$60,788,880	$54,527,029	11.5%
Compensation of current officers, etc.	$0	$0
Compensation not included above, to disqualified persons	$0	$0
Non-officer salaries and wages	$321,167	$266,461	20.5%
Pension/retirement accruals and contributions	$64,401	$61,048	5.5%
Other employee benefits	$75,907	$78,527	-3.3%
Payroll taxes	$30,387	$31,200	-2.6%
Management fees	$0	$0
Legal fees	$222,725	$147,936	50.6%
Accounting fees	$150,957	$173,911	-13.2%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$209,767	$265,260	-20.9%
Other fee-for-service	$268,089	$430,508	-37.7%
Advertising and promotion	$0	$0
Office expenses	$91,013	$101,825	-10.6%
Information tech. expenses	$40,265	$38,918	3.5%
Royalty expenses	$0	$0
Occupancy	$67,735	$74,757	-9.4%
Travel	$0	$0
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$42,324	$60,317	-29.8%
Interest	$0	$0
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$9,995	$21,434	-53.4%
Insurance	$0	$0
All other expenses	$52,437	$41,262	27.1%
Total expenses	$62,436,049	$56,320,393	10.9%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$49,790	$353,111	-85.9%
Savings, short-term investments, etc.	$5,245,366	$10,669,823	-50.8%
Pledges and grants receivable	$0	$0
Accounts receivable	$88,956	$74,837	18.9%
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	$120,464	$136,438	-11.7%
Buildings, equipment, etc. post-depreciation	$21,183	$29,778	-28.9%
Investments, publicly traded securities	$0	$0
Investments, other securities	$74,243,756	$74,862,828	-0.8%
Investments, program-related	$0	$0
Intangible assets	$0	$0
Other assets	$0	$0
Total assets	$79,769,515	$86,126,815	-7.4%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$864,410	$1,054,292	-18.0%
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	$4,115,483	$3,532,115	16.5%
Total liabilities	$4,979,893	$4,586,407	8.6%

Field	2018	2017
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Western Pennsylvania Teamsters and Employers Welfare

Vendor	Services	Amount paid	Date
Albanese Sinchar Smith and Company	Tax accounting; Accounting Service; Accounting (including auditing)	$160,098	2018-09-21
██████████ ██████████ ███████ ███	Investment management; Investment Management	$108,475	2017-12-01
████████ ██ ██████████ ███	Actuarial Services	$243,503	2017-12-01
████ ███████ █████ ███████ ███ ███████	Legal Services	$108,808	2017-12-01
███ ██████	Investment management		2016-12-31
████████████ ████ █████████ ███████	Insurance		2016-12-31
████████ ███	Insurance services	$1,426,623	2016-12-31
██████ ████████ ██ ███████	Insurance		2016-12-31
...and 11 more vendors

Personnel at Western Pennsylvania Teamsters and Employers Welfare

Name	Title	Compensation	Most recent data
William Parry	Fund Director	$114,200	Dec. 27, 2018

Peer fraternal organizations

	Name	Type	Revenue	Location
1	Shared Services Health Plan Trust	501(c)(9)	$44 million	Selinsgrove, PA
2	Enbridge Employee Services Inc Welfare Benefit Plans Trust	501(c)(9)	$34 million	Pittsburgh, PA
3	Eversource Energy Services Company Non-Union RET HEALTH-COMBINED	501(c)(9)	$23 million	Pittsburgh, PA
4	VEBA Trust For Union Employees of Keyspan Corporation	501(c)(9)	$61 million	Pittsburgh, PA
5	Agere Systems Post Retirement Life Insurance Benefit Trust	501(c)(9)	$18 million	Allentown, PA
6	Pennsylvania Mountains Healthcare Alliance ASO-PA Mtns Hlthcare Alliance	501(c)(9)	$80 million	Dubois, PA
7	KPMG LLP Health Plans Trust	501(c)(9)	$289 million	Pittsburgh, PA
8	Pacific Gas & Electric Post Ret Med PL TR Mgt & Non-Barg Unit	501(c)(9)	$46 million	Pittsburgh, PA
9	Post-Ret Health Care Benefit Tr for Non- Bargained Oncor Participants	501(c)(9)	$17 million	Pittsburgh, PA
10	American Electric PWR System Retiree Life Insurance Trust	501(c)(9)	$32 million	Pittsburgh, PA
11	Granite State Electric Co Post Ret Bnft Niagra Mohawk Represented Health VEBA	501(c)(9)	$78 million	Pittsburgh, PA
12	Bradford White Corporation Health and Welfare Trust	501(c)(9)	$18 million	Ambler, PA
13	Reed Smith Shaw and McClay Flex Ben Trust	501(c)(9)	$35 million	Pittsburgh, PA
14	Trust for Gte Bargained Retired Group Insurance	501(c)(9)	$43 million	Pittsburgh, PA
15	Seiu Healthcare Pa Health and Welfare Fund	501(c)(9)	$21 million	Harrisburg, PA
16	USW District 10 Local 286 Welfare Trust Fund	501(c)(9)	$20 million	Philadelphia, PA
17	Northwestern Region Employee Benefit Trust	501(c)(9)	$45 million	Erie, PA
18	Employee Benefit Trust of Bank of	501(c)(9)	$137 million	Pittsburgh, PA
19	Bell Atlantic Retiree Life Insurance Plan Trust	501(c)(9)	$265 million	Pittsburgh, PA
20	Lincoln Benefit Trust	501(c)(9)	$134 million	New Oxford, PA
21	Voluntary Employees' Beneficiary Association Non-Union	501(c)(9)	$62 million	Pittsburgh, PA
22	IBEW Local 98 Health and Welfare Plan Board of	501(c)(9)	$91 million	Philadelphia, PA
23	PG and E Post Retirement Medical Plan Trust Non-Management Employees and Retirees	501(c)(9)	$169 million	Pittsburgh, PA
24	Rockwell Automation Veba Trust	501(c)(9)	$95 million	Pittsburgh, PA
25	Anheuser-Busch Employees Benefit Trust	501(c)(9)	$15 million	Pittsburgh, PA

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Cause IQ organization profile

Western Pennsylvania Teamsters and Employers Welfare

Program areas at Western Pennsylvania Teamsters and Employers Welfare

Form 990s for Western Pennsylvania Teamsters and Employers Welfare

Financials for Western Pennsylvania Teamsters and Employers Welfare

Vendors for Western Pennsylvania Teamsters and Employers Welfare

Personnel at Western Pennsylvania Teamsters and Employers Welfare

Peer fraternal organizations

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