BMWED HEALTH FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BMWED HEALTH FUND (EIN 61-6613197)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-25
IRS object ID
202402999349300105
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-25T09:26:38-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382821807PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clarence H Johnson PC - CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line126076 Woodward AveAddressLine1Txt
CityRoyal OakCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48067ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616613197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BMWED HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMWEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTONY CARDWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2486622660PhoneNum
Signature2024-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames C JohnsonPreparerPersonNm
PTINP01352207PTIN
Phone2483984040PhoneNum
Preparation2024-10-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$5,492,902GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2019FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES OF BMWED AND PARTICIPATING EMPLOYERS WHO MEET ELIGIBILITY REQUIREMENTS..ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,686,178PYContributionsGrantsAmt
CY Contributions Grants$5,215,316CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$24,184PYInvestmentIncomeAmt
CY Investment Income$249,592CYInvestmentIncomeAmt
PY Other Revenue$1,530PYOtherRevenueAmt
CY Other Revenue$659CYOtherRevenueAmt
PY Total Revenue$3,711,892PYTotalRevenueAmt
CY Total Revenue$5,465,567CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,401,220PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$3,472,217CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$50,913PYOtherExpensesAmt
CY Other Expenses$56,034CYOtherExpensesAmt
PY Total Expenses$3,452,133PYTotalExpensesAmt
CY Total Expenses$3,528,251CYTotalExpensesAmt
PY Revenues Less Expenses$259,759PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,937,316CYRevenuesLessExpensesAmt
Total Assets BOY$3,128,211TotalAssetsBOYAmt
Total Assets EOY$5,069,535TotalAssetsEOYAmt
Total Liabilities BOY$318,360TotalLiabilitiesBOYAmt
Total Liabilities EOY$322,368TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,809,851NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,747,167NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES OF BMWED AND PARTICIPATING EMPLOYERS WHO MEET ELIGIBILITY REQUIREMENTS..MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,528,251ExpenseAmt
DescTO PROVIDE HEALTH AND PRESCRIPTION BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES.Desc
Total Program Service Expenses$3,528,251TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTONY CARDWELLPersonNm
Phone2486622660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TONY D CARDWELL
TRUSTEE0.000.00Yes (X)$0$227,298$61,153
DALE E BOGART JR
TRUSTEE0.000.00Yes (X)$0$200,736$53,724
DENNIS R ALBERS
TRUSTEE0.000.00Yes (X)$0$183,009$20,409
FREDDIE N SIMPSON
TRUSTEE0.000.00$0$0$0Yes (X)
DAVID D JOYNT
TRUSTEE0.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$611,043TotReportableCompRltdOrgAmt
Total Other Compensation$135,286TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Related Organizations$5,215,316RelatedOrganizationsAmt
Total Contributions$5,215,316TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$276,927TotalRevenueColumnAmt
Related Or Exempt Func Income$276,927RelatedOrExemptFuncIncomeAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$27,335SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$27,335SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$27,335TotalRevenueColumnAmt
Related Or Exempt Func Income-$27,335RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREFUNDSDesc
Business525920BusinessCd
Total Revenue Column$659TotalRevenueColumnAmt
Related Or Exempt Func Income$659RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$659OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,465,567TotalRevenueColumnAmt
Related Or Exempt Func Income$250,251RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$3,472,217TotalAmt
Program Services$3,472,217ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$8,680TotalAmt
Program Services$8,680ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,165TotalAmt
Program Services$5,165ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,343TotalAmt
Program Services$19,343ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,277TotalAmt
Program Services$11,277ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,367TotalAmt
Program Services$9,367ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$142TotalAmt
Program Services$142ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,869TotalAmt
Program Services$1,869ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEESDesc
Total$191TotalAmt
Program Services$191ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,528,251TotalAmt
Program Services$3,528,251ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$693,182BOYAmt
EOY$729,514EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$292,500BOYAmt
EOY$303,510EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,142,529BOYAmt
EOY$4,036,511EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,128,211BOYAmt
EOY$5,069,535EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$318,360BOYAmt
EOY$322,368EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$318,360BOYAmt
EOY$322,368EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,809,851BOYAmt
EOY$4,747,167EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,809,851BOYAmt
EOY$4,747,167EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,128,211BOYAmt
EOY$5,069,535EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,937,316ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$5,465,567TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$5,465,567RevenueSubtotalAmt
Total Revenue Per Form990$5,465,567TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,528,251TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,528,251ExpensesSubtotalAmt
Total Expenses Per Form990$3,528,251TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
FREDDIE N SIMPSON
TRUSTEE
DAVID D JOYNT
TRUSTEE
DENNIS R ALBERS
TRUSTEE$183,009$20,409$203,418
TONY D CARDWELL
TRUSTEE$227,298$61,153$288,451
DALE E BOGART JR
TRUSTEE$200,736$53,724$254,460

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11A COPY OF THE 990 RETURN IS DELIVERED TO THE TRUSTEES FOR REVIEW BEFORE FILING.
Conflict of interest policy compliance Part VI line 12cCONFLICT OF INTEREST STATEMENTS ARE SIGNED BY EACH OF THE TRUSTEES.
Governing documents etc available to public Part VI line 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BROTHERHOOD MAINTENANCE OF WAY EMPLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141475 GARDENBROOK ROADAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP483751328ZIPCd
FieldValueIRS element (for citing)
EIN386004309EIN
Primary ActivitiesLABOR ORGANIZATIONPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd
Exempt Code Section501C5ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.