Employee Health & Welfare Benefit Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 2,871,281 | 3,287,203 | −415,922 | 0.2 | 0% |
| 2013 | 3,495,454 | 3,559,031 | −63,577 | 0.0 | 0% |
| 2014 | 4,061,264 | 4,061,264 | 0 | 0.0 | 0% |
| 2015 | 5,671,267 | 5,667,319 | 3,948 | 0.0 | 0% |
| 2016 | 5,148,009 | 5,032,677 | 115,332 | 0.3 | 0% |
| 2017 | 6,015,372 | 6,035,074 | −19,702 | 0.2 | 0% |
| 2018 | 6,309,021 | 6,240,868 | 68,153 | 0.3 | 0% |
| 2019 | 6,215,148 | 6,132,823 | 82,325 | 0.5 | 0% |
| 2020 | 5,153,672 | 5,318,622 | −164,950 | 0.2 | 0% |
| 2021 | 5,409,592 | 5,413,826 | −4,234 | 0.2 | 0% |
| 2022 | 6,898,707 | 6,963,713 | −65,006 | 0.0 | 0% |
| 2023 | 6,912,062 | 6,823,855 | 88,207 | 0.2 | 0% |
In its most recent public year (2023), this organization brought in $88,207 more than it spent. Its reserves stood at about 0.2 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Employee Health & Welfare Benefit Plan Trust's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works