SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND

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Cite this

Plain text SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/sheet-metal-local-no-25-new-jersey-welfare-fund-222586287. Retrieved 2026-11-06.

APA furp.org. (n.d.). SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 6, 2026, from https://furp.org/org/sheet-metal-local-no-25-new-jersey-welfare-fund-222586287

MLA “SHEET METAL LOCAL NO 25 NEW JERSEY WELFARE FUND.” furp.org, tax years 2010–2024, https://furp.org/org/sheet-metal-local-no-25-new-jersey-welfare-fund-222586287. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $12.8M · expenses $12.6M · assets $29.0M

Also known as
NEW JERSEY WELFARE FUND
EIN
22-2586287
Address
440 BARELL AVE, CARLSTADT, NJ 07072-2810
NTEE code
Y20 Insurance Providers (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
March 1988 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Karleen O'Neill ADMINISTRATOR/ CONTROLLER2010-2024 $237,905$2,538,604 3
Virginia Olsen ASSOC ADMINISTRA.2011-2024 $225,970$2,099,207 1
Stefanina Gentile (former) OFFICE CLERK2010-2021 $95,355$1,430,523 1
Karleen O' Neill (former) ADMINISTRATOR/ CONTROLLER2012-2014 $184,906$533,734 2
Joan A Barrett (former) OFFICE CLERK2021-2022 $51,975$75,541 1
Maggie J O'Neill (former) OFFICE CLERK2010 $48,997$48,997 1
Charlene C Crawford (former) OFFICE CLERK2021 $15,396$15,396 1

Officers and directors, no compensation reported

10 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Lori Eshenaur Trustee2011-2024 5 $0 reported 12
Joseph Demark Jr Trustee2010-2024 5 $0 reported 8
Craig Hoffmann Trustee2010-2024 5 $0 reported 6
Nicholas Costa Trustee2023-2024 5 $0 reported 2
Mark Mihal Trustee2010-2024 5 $0 reported 4
Joseph J Melahn Trustee2019-2024 5 $0 reported 5
Frank Creegan (former) Trustee2010-2022 5 $0 reported 4
James Harper (former) Trustee2016-2019 5 $0 reported 7
William Devito (former) Trustee2010-2016 5 $0 reported 6
Anthony Costa (former) TRUSTEE2010-2011 5 $0 reported 5

People by year

2024 · 8 people listed · 2 paid, $464K · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $156,894$0$81,011 $237,9053
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $140,808$0$85,162 $225,9701
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
NICHOLAS COSTA Trustee5 $0$0$0 $02
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2023 · 8 people listed · 2 paid, $480K · 12 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $160,496$0$80,474 $240,9703
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $149,557$0$89,894 $239,4511
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
NICHOLAS COSTA Trustee5 $0$0$0 $02
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2022 · 9 people listed · 3 paid, $502K · 13 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $157,421$0$80,958 $238,3793
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $128,195$0$83,230 $211,4251
JOAN A BARRETT OFFICE CLERK40 $19,152$0$32,823 $51,9751
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2021 · 11 people listed · 5 paid, $539K · 19 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $152,152$0$79,421 $231,5733
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $98,106$0$74,821 $172,9271
STEFANINA GENTILE OFFICE CLERK40 $53,965$0$41,390 $95,3551
JOAN A BARRETT OFFICE CLERK40 $8,840$0$14,726 $23,5661
CHARLENE C CRAWFORD OFFICE CLERK40 $5,472$0$9,924 $15,3961
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2020 · 9 people listed · 3 paid, $539K · 11 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $152,769$0$81,012 $233,7813
STEFANINA GENTILE OFFICE CLERK40 $84,769$0$68,381 $153,1501
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $82,656$0$69,339 $151,9951
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2019 · 10 people listed · 3 paid, $537K · 24 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $146,112$0$75,727 $221,8393
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $93,329$0$72,859 $166,1881
STEFANINA GENTILE OFFICE CLERK40 $83,284$0$66,109 $149,3931
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
JOSEPH MELAHN Trustee5 $0$0$0 $05
MARK MIHAL Trustee5 $0$0$0 $04
JAMES HARPER Trustee5 $0$0$0 $07
LORI ESHENAUR Trustee5 $0$0$0 $012
2018 · 9 people listed · 3 paid, $521K · 24 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $140,517$0$73,260 $213,7773
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $91,529$0$72,287 $163,8161
STEFANINA GENTILE OFFICE CLERK40 $79,831$0$63,394 $143,2251
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
MARK MIHAL Trustee5 $0$0$0 $04
JAMES HARPER Trustee5 $0$0$0 $07
LORI ESHENAUR Trustee5 $0$0$0 $012
2017 · 9 people listed · 3 paid, $494K · 22 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $135,832$0$69,592 $205,4243
VIRGINIA OLSEN ASSOC ADMINISTRA.40 $84,035$0$67,697 $151,7321
STEFANINA GENTILE OFFICE CLERK40 $76,813$0$59,659 $136,4721
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
MARK MIHAL Trustee5 $0$0$0 $04
JAMES HARPER Trustee5 $0$0$0 $07
LORI ESHENAUR Trustee5 $0$0$0 $012
2016 · 10 people listed · 3 paid, $476K · 24 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $133,249$0$66,550 $199,7993
VIRGINIA OLSEN OFFICE CLERK40 $80,048$0$64,547 $144,5951
STEFANINA GENTILE OFFICE CLERK40 $75,278$0$56,688 $131,9661
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
WILLIAM DEVITO Trustee5 $0$0$0 $06
MARK MIHAL Trustee5 $0$0$0 $04
JAMES HARPER Trustee5 $0$0$0 $07
LORI ESHENAUR Trustee5 $0$0$0 $012
2015 · 9 people listed · 3 paid, $432K · 24 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER50 $128,472$0$61,244 $189,7163
VIRGINIA OLSEN OFFICE CLERK40 $67,415$0$56,342 $123,7571
STEFANINA GENTILE OFFICE CLERK40 $67,446$0$51,140 $118,5861
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
WILLIAM DEVITO Trustee5 $0$0$0 $06
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2014 · 9 people listed · 3 paid, $414K · 21 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O' NEILL ADMINISTRATOR/ CONTROLLER50 $125,231$0$59,675 $184,9062
VIRGINIA OLSEN OFFICE CLERK35 $63,252$0$54,275 $117,5271
STEFANINA GENTILE OFFICE CLERK35 $62,883$0$48,515 $111,3981
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
WILLIAM DEVITO Trustee5 $0$0$0 $06
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2013 · 9 people listed · 3 paid, $379K · 14 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O' NEILL ADMINISTRATOR/ CONTROLLER50 $119,881$0$56,479 $176,3602
STEFANINA GENTILE OFFICE CLERK35 $58,485$0$45,078 $103,5631
VIRGINIA OLSEN OFFICE CLERK35 $51,915$0$47,235 $99,1501
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
CRAIG HOFFMANN Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
WILLIAM DEVITO Trustee5 $0$0$0 $06
MARK MIHAL Trustee5 $0$0$0 $04
LORI ESHENAUR Trustee5 $0$0$0 $012
2012 · 9 people listed · 3 paid, $363K · 16 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O' NEILL ADMINISTRATOR/ CONTROLLER50 $118,268$0$54,200 $172,4682
STEFANINA GENTILE OFFICE CLERK35 $58,524$0$43,065 $101,5891
VIRGINIA OLSEN OFFICE CLERK35 $45,866$0$43,515 $89,3811
LORI ESHENAUR Trustee5 $0$0$0 $012
MARK MIHAL Trustee5 $0$0$0 $04
WILLIAM DEVITO Trustee5 $0$0$0 $06
FRANK CREEGAN Trustee5 $0$0$0 $04
CRAIG HOFFMANN Trustee5 $0$0$0 $06
JOSEPH DEMARK JR Trustee5 $0$0$0 $08
2011 · 10 people listed · 3 paid, $302K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/CONTROLLER50 $113,609$0$51,952 $165,5613
STEFANINA GENTILE OFFICE CLERK35 $54,563$0$40,916 $95,4791
VIRGINIA OLSEN OFFICE CLERK35 $20,636$0$20,657 $41,2931
JOSEPH DEMARK JR TRUSTEE5 $0$0$0 $08
CRAIG HOFFMANN TRUSTEE5 $0$0$0 $06
FRANK CREEGAN TRUSTEE5 $0$0$0 $04
WILLIAM DEVITO TRUSTEE5 $0$0$0 $06
MARK MIHAL TRUSTEE5 $0$0$0 $04
ANTHONY COSTA TRUSTEE5 $0$0$0 $05
LORI ESHENAUR TRUSTEE5 $0$0$0 $012
2010 · 9 people listed · 3 paid, $299K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KARLEEN O'NEILL ADMINISTRATOR/CONTROLLER35 $109,721$0$50,159 $159,8803
STEFANINA GENTILE OFFICE CLERK35 $51,451$0$38,896 $90,3471
MAGGIE J O'NEILL OFFICE CLERK35 $23,113$0$25,884 $48,9971
JOSEPH DEMARK JR TRUSTEE5 $0$0$0 $08
CRAIG HOFFMANN TRUSTEE5 $0$0$0 $06
FRANK CREEGAN TRUSTEE5 $0$0$0 $04
WILLIAM DEVITO TRUSTEE5 $0$0$0 $06
MARK MIHAL TRUSTEE5 $0$0$0 $04
ANTHONY COSTA TRUSTEE5 $0$0$0 $05

Highest-paid independent contractors

2024 · 4 contractors · $2.5M
NameLocationServicePaid
SIERRA HEALTH AND LIFE INSURANCE COMPANY INCDULUTH, MNMEDICARE RETIREE BENEFITS$1,512,925
AMALGAMATED LIFE INSURANCEWHITE PLAINS, NYSTOP LOSS INSUR$405,099
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$389,526
UNICARE LIFE & HEALTH INSUR COLOS ANGELES, CALIFE & AD&D INSUR$167,730
2023 · 4 contractors · $2.5M
NameLocationServicePaid
SIERRA HEALTH AND LIFE INSURANCE COMPANY INCDULUTH, MNMEDICARE RETIREE BENEFITS$1,525,953
AMALGAMATED LIFE INSURANCEWHITE PLAINS, NYSTOP LOSS INSUR$391,605
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$356,930
UNICARE LIFE & HEALTH INSUR COLOS ANGELES, CALIFE & AD&D INSUR$196,367
2022 · 5 contractors · $1.2M
NameLocationServicePaid
AMALGAMATED LIFE INSURANCEWHITE PLAINS, NYSTOP LOSS INSUR$430,819
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$352,165
UNICARE LIFE & HEALTH INSUR COLOS ANGELES, CALIFE & AD&D INSUR$203,293
THE SEGAL COMPANYNEW YORK, NYACTUARIAL / MEDICAL CONS$115,650
CIGNA HEALTHCAREJERSEY CITY, NJTPA DENTAL AND DRUGS$111,009
2021 · 5 contractors · $990K
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$424,739
CIGNA HEALTHCAREJERSEY CITY, NJTPA DENTAL AND DRUGS$173,161
UNICARE LIFE & HEALTH INSUR COLOS ANGELES, CALIFE & AD&D INSUR$153,635
THE SEGAL COMPANYNEW YORK, NYACTUARIAL / MEDICAL CONS$132,119
UNION LABOR LIFEPITTSBURGH, PASTOP LOSS INSUR$106,670
2020 · 4 contractors · $1.1M
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$391,392
UNION LABOR LIFEPITTSBURGH, PASTOP LOSS INSUR$315,738
UNICARE LIFE & HEALTH INSUR COLOS ANGELES, CALIFE & AD&D INSUR$213,999
CIGNA HEALTHCAREJERSEY CITY, NJTPA DENTAL AND DRUGS$171,373
2019 · 3 contractors · $1.1M
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$501,837
GARDEN ST LIFE INS COBYRON CTR, MISTOP LOSS INSUR$353,193
SYMETRA LIFE INSURANCE COMPANYBELLEVUE, WALIFE & AD&D INSUR$201,279
2018 · 4 contractors · $1.0M
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$397,968
GARDEN ST LIFE INS COBYRON CTR, MISTOP LOSS INSUR$288,136
SYMETRA LIFE INSURANCE COMPANYBELLEVUE, WALIFE & AD&D INSUR$214,826
THE SEGAL COMPANYNEW YORK, NYACTUARIAL CONSULTANT$136,596
2017 · 3 contractors · $861K
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA MEDICAL BENEFITS$387,601
GERBER LIFE INSURANCE COMPANYBEVERLY, MASTOP LOSS INSUR$262,862
SYMETRA LIFE INSURANCE COMPANYBELLEVUE, WALIFE & AD&D INSUR$210,318
2016 · 3 contractors · $763K
NameLocationServicePaid
AETNA LIFE INSURANCE COHARTFORD, CTTPA$343,711
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$231,947
GERBER LIFE INSURANCE COMPANYBEVERLY, MASTOP LOSS INSUR.$187,552
2015 · 4 contractors · $1.2M
NameLocationServicePaid
CIGNA HEALTHCARECHICAGO, ILTPA & INSUR PROVIDER$604,436
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$236,169
GERBER LIFE INSURANCE COMPANYBEVERLY, MASTOP LOSS INSUR.$167,332
AETNA LIFE INSURANCE COHARTFORD, CTTPA$144,733
2014 · 3 contractors · $1.1M
NameLocationServicePaid
CIGNA HEALTHCARECHICAGO, ILTPA & INSUR PROVIDER$735,863
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$236,710
GERBER LIFE INSURANCE COMPANYBEVERLY, MASTOP LOSS INSUR.$163,425
2013 · 3 contractors · $695K
NameLocationServicePaid
CIGNA HEALTHCARETPA & INSUR PROVIDER$286,620
THE UNION LABOR LIFE INSURANCE COMPANYLIFE/ADD INSUR PREMS$257,850
GERBER LIFE INSURANCE COMPANYSTOP LOSS INSUR.$150,829
2012 · 3 contractors · $665K
NameLocationServicePaid
CIGNA HEALTHCARECHICAGO, ILTPA & INSUR PROVIDER$273,636
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$262,810
GERBER LIFE INSURANCE COMPANYBEVERLY, MASTOP LOSS INSUR.$128,142
2011 · 3 contractors · $688K
NameLocationServicePaid
CIGNA HEALTHCARECHICAGO, ILTPA & INSUR PROVIDER$298,124
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$274,844
GERBER LIFE INSURANCE COMPANYBEVERLY, MAINSURANCE PROVIDER$114,570
2010 · 2 contractors · $801K
NameLocationServicePaid
CIGNA HEALTHCARECHICAGO, ILTPA & INSUR PROVIDER$522,866
THE UNION LABOR LIFE INSURANCE COMPANYCHICAGO, ILLIFE/ADD INSUR PREMS$278,373

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$12,760,226$12,577,308 $29,036,759$27,862,253 $0$12,127,142 $156,8948-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$13,984,399$12,486,633 $26,831,737$25,914,831 $0$13,211,773 $160,49612-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$12,372,350$12,740,134 $25,094,876$22,967,967 $0$11,952,890 $157,42113-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$13,800,280$11,794,850 $26,617,472$25,293,624 $0$13,300,428 $152,15219-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$12,607,598$10,845,789 $22,768,131$21,474,881 $0$12,264,377 $152,76911-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$13,313,147$11,891,234 $19,565,225$18,456,919 $0$12,961,880 $146,11224-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$12,248,834$12,929,404 $16,494,554$15,478,326 $0$12,057,873 $140,51724-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$12,359,000$11,944,444 $17,428,897$16,489,837 $0$11,723,786 $135,83222-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$10,987,876$12,431,366 $16,667,952$15,601,177 $0$10,136,854 $133,24924-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$10,283,487$11,469,444 $17,940,172$17,017,804 $0$9,600,393 $128,47224-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$9,627,139$10,614,831 $19,514,153$18,532,057 $0$9,066,901 $125,23121-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$8,755,399$9,858,913 $20,047,109$19,241,114 $0$8,571,123 $119,88114-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$8,745,834$9,555,484 $20,526,734$19,758,601 $0$8,195,576 $118,26816-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$7,891,545$9,580,089 $21,240,973$20,504,708 $0$7,779,106 $113,609170
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$8,503,924$11,252,229 $23,270,888$22,200,771 $0$8,295,806 $109,721170

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHEET METAL WORKERS WELFARE FUND-22NJNot reported $8,449,749$9,111,398 UNION TRUSTEE$300,734 Similar name, revenue within 2x, same state, similar mission
SHEET METAL WORKRS LOCAL 27 HEALTH & WELFARE FUNDNJNot reported $12,053,994$13,677,239 UNION TRUSTEE$322,195 Similar name, revenue within 2x, same state
SHEET METAL WORKER LOCAL 98 WELFARE FUNDWVNot reported $16,509,909$12,036,160 TRUSTEE$0 Similar name, revenue within 2x, similar mission
LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEYNYNot reported $25,467,794$29,108,183 TRUSTEE$166,660 Similar name, revenue within 2x, similar mission
SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUNDILNot reported $10,332,459$8,696,860 Trustee$104,322 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL UNION NO 110 WELFARE TRUST FUNDTNNot reported $16,586,241$17,453,519 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS WELFARE FUND LOCAL UNION NO 85TNNot reported $17,126,594$14,709,463 TRUSTEE$0 Similar name, revenue within 2x
SHEET METAL WORKERS LOCAL NO 33 HEALTH & WELFARE FUNDOHY43 $4,741,247$4,297,530 TRUSTEE$106,285 Similar name, revenue within 5x, similar mission
SHEET METAL WORKERS LOCAL 7 ZONE 3 WELFARE FUNDMINot reported $4,924,797$4,509,389 Trustee$0 Similar name, revenue within 5x
SHEET METAL WORKERS LOCAL UNION NO 28 WELFARE FUNDNYNot reported $76,298,296$87,096,744 TRUSTEE$427,342 Similar name, revenue within 10x
SHEET METAL WORKERS LOCAL 58 WELFARE FUNDNYNot reported $2,363,312$2,305,035 TRUSTEE$168,183 Similar name, revenue within 10x

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $12,577,308 spent · pay $535,914 · grants $0 · events $428,047
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,467,531--- 91.2%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $407,925--- 3.2%
Other salaries and wages $164,288--- 1.3%
Pay: officers, directors, trustees, key employees $156,894--- 1.2%
Other employee benefits $145,575--- 1.2%
Fees: investment management $105,065--- 0.8%
Other (as described)ACTUARY FEES $77,668--- 0.6%
Pension plan contributions $53,473--- 0.4%
Fees: accounting $53,240--- 0.4%
Other (as described)COMPUTER PROCESSING SER $48,775--- 0.4%
Office expenses $34,218--- 0.3%
Insurance $21,062--- 0.2%
Conferences, conventions and meetings $20,122--- 0.2%
Occupancy $17,641--- 0.1%
Payroll taxes $15,684--- 0.1%
Fees: legal $13,886--- 0.1%
Other (as described)POSTAGE AND PRINTING $6,050--- 0.0%
Depreciation and depletion $5,512--- 0.0%
All other expenses -$237,301--- -1.9%
Total$12,577,308100%

View the filing

2023 · Form 990 · $12,486,633 spent · pay $495,062 · grants $0 · events $391,185
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,494,896--- 92.1%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $374,486--- 3.0%
Pay: officers, directors, trustees, key employees $160,496--- 1.3%
Other salaries and wages $149,557--- 1.2%
Other employee benefits $130,862--- 1.0%
Fees: investment management $101,496--- 0.8%
Other (as described)ACTUARY FEES $79,381--- 0.6%
Fees: accounting $58,728--- 0.5%
Pension plan contributions $40,049--- 0.3%
Other (as described)COMPUTER PROCESSING SER $30,821--- 0.2%
Fees: legal $28,468--- 0.2%
Insurance $20,104--- 0.2%
Conferences, conventions and meetings $16,699--- 0.1%
Occupancy $16,105--- 0.1%
Payroll taxes $14,098--- 0.1%
Office expenses $10,292--- 0.1%
Other (as described)Postage and Shipping $6,752--- 0.1%
Depreciation and depletion $6,513--- 0.1%
Advertising and promotion $6,211--- 0.0%
All other expenses -$259,381--- -2.1%
Total$12,486,633100%

View the filing

2022 · Form 990 · $12,740,134 spent · pay $517,544 · grants $0 · events $476,097
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,573,409--- 90.8%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $463,128--- 3.6%
Pay: officers, directors, trustees, key employees $157,421--- 1.2%
Other salaries and wages $147,347--- 1.2%
Other employee benefits $142,203--- 1.1%
Other (as described)ACTUARY FEES $115,650--- 0.9%
Fees: investment management $94,536--- 0.7%
Fees: accounting $55,020--- 0.4%
Pension plan contributions $54,808--- 0.4%
Other (as described)COMPUTER PROCESSING SER $42,696--- 0.3%
Fees: legal $28,709--- 0.2%
Occupancy $17,938--- 0.1%
Payroll taxes $15,765--- 0.1%
Conferences, conventions and meetings $12,969--- 0.1%
Insurance $12,239--- 0.1%
Other (as described)OTHER PROFESSIONAL FEES $7,940--- 0.1%
Office expenses $7,696--- 0.1%
Depreciation and depletion $6,513--- 0.1%
All other expenses -$215,853--- -1.7%
Total$12,740,134100%

View the filing

2021 · Form 990 · $11,794,850 spent · pay $553,827 · grants $0 · events $602,758
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,514,802--- 89.1%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $597,900--- 5.1%
Other employee benefits $171,019--- 1.4%
Other salaries and wages $166,383--- 1.4%
Pay: officers, directors, trustees, key employees $152,152--- 1.3%
Other (as described)ACTUARY FEES $132,119--- 1.1%
Fees: investment management $84,278--- 0.7%
Fees: accounting $54,405--- 0.5%
Pension plan contributions $49,264--- 0.4%
Other (as described)COMPUTER PROCESSING SER $36,478--- 0.3%
Fees: legal $29,171--- 0.2%
Office expenses $16,553--- 0.1%
Occupancy $15,865--- 0.1%
Insurance $15,848--- 0.1%
Payroll taxes $15,009--- 0.1%
Other (as described)OTHER PROFESSIONAL FEES $7,940--- 0.1%
Depreciation and depletion $6,513--- 0.1%
Conferences, conventions and meetings $4,858--- 0.0%
All other expenses -$275,707--- -2.3%
Total$11,794,850100%

View the filing

2020 · Form 990 · $10,845,789 spent · pay $551,928 · grants $0 · events $567,842
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,674,258--- 89.2%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $562,765--- 5.2%
Other employee benefits $168,374--- 1.6%
Other salaries and wages $167,425--- 1.5%
Pay: officers, directors, trustees, key employees $152,769--- 1.4%
Other (as described)ACTUARY FEES $80,085--- 0.7%
Fees: investment management $65,083--- 0.6%
Fees: accounting $55,389--- 0.5%
Pension plan contributions $50,358--- 0.5%
Other (as described)COMPUTER PROCESSING SER $33,748--- 0.3%
Fees: legal $23,012--- 0.2%
Insurance $18,215--- 0.2%
Office expenses $16,644--- 0.2%
Occupancy $16,039--- 0.1%
Payroll taxes $13,002--- 0.1%
Other (as described)POSTAGE $9,332--- 0.1%
Depreciation and depletion $7,346--- 0.1%
Conferences, conventions and meetings $5,077--- 0.0%
All other expenses -$273,132--- -2.5%
Total$10,845,789100%

View the filing

2019 · Form 990 · $11,891,234 spent · pay $554,962 · grants $0 · events $533,874
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,672,581--- 89.8%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $522,314--- 4.4%
Other salaries and wages $176,613--- 1.5%
Other employee benefits $156,016--- 1.3%
Pay: officers, directors, trustees, key employees $146,112--- 1.2%
Other (as described)ACTUARY FEES $93,046--- 0.8%
Fees: investment management $62,020--- 0.5%
Fees: accounting $60,877--- 0.5%
Pension plan contributions $58,679--- 0.5%
Other (as described)COMPUTER PROCESSING SER $32,932--- 0.3%
Other (as described)OTHER PROFESSIONAL FEES $25,576--- 0.2%
Office expenses $20,690--- 0.2%
Fees: legal $18,378--- 0.2%
Payroll taxes $17,542--- 0.1%
Occupancy $16,036--- 0.1%
Insurance $14,113--- 0.1%
Conferences, conventions and meetings $11,560--- 0.1%
Depreciation and depletion $8,417--- 0.1%
All other expenses -$222,268--- -1.9%
Total$11,891,234100%

View the filing

2018 · Form 990 · $12,929,404 spent · pay $538,657 · grants $0 · events $441,433
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,777,119--- 91.1%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $424,327--- 3.3%
Other salaries and wages $171,360--- 1.3%
Other employee benefits $149,546--- 1.2%
Pay: officers, directors, trustees, key employees $140,517--- 1.1%
Other (as described)ACTUARY FEES $136,596--- 1.1%
Fees: investment management $76,766--- 0.6%
Pension plan contributions $59,396--- 0.5%
Fees: accounting $49,572--- 0.4%
Other (as described)COMPUTER PROCESSING SER $28,283--- 0.2%
Fees: legal $26,244--- 0.2%
Occupancy $20,085--- 0.2%
Payroll taxes $17,838--- 0.1%
Office expenses $17,175--- 0.1%
Conferences, conventions and meetings $17,106--- 0.1%
Insurance $13,944--- 0.1%
Depreciation and depletion $8,654--- 0.1%
Other (as described)LABOR PROMOTIONS PROGRAM $6,983--- 0.1%
All other expenses -$212,107--- -1.6%
Total$12,929,404100%

View the filing

2017 · Form 990 · $11,944,444 spent · pay $510,122 · grants $0 · events $452,195
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,858,481--- 90.9%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $433,615--- 3.6%
Other salaries and wages $160,847--- 1.3%
Other employee benefits $136,348--- 1.1%
Pay: officers, directors, trustees, key employees $135,832--- 1.1%
Other (as described)ACTUARY FEES $83,555--- 0.7%
Fees: investment management $79,497--- 0.7%
Pension plan contributions $60,600--- 0.5%
Fees: accounting $45,700--- 0.4%
Other (as described)COMPUTER PROCESSING SER $21,938--- 0.2%
Office expenses $19,586--- 0.2%
Conferences, conventions and meetings $18,580--- 0.2%
Other (as described)LABOR PROMOTIONS PROGRAM $18,227--- 0.2%
Fees: legal $18,163--- 0.2%
Payroll taxes $16,495--- 0.1%
Occupancy $15,440--- 0.1%
Depreciation and depletion $8,654--- 0.1%
Insurance $6,610--- 0.1%
All other expenses -$193,724--- -1.6%
Total$11,944,444100%

View the filing

2016 · Form 990 · $12,431,366 spent · pay $493,198 · grants $0 · events $392,209
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,394,367--- 91.7%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $381,132--- 3.1%
Other salaries and wages $155,326--- 1.2%
Pay: officers, directors, trustees, key employees $133,249--- 1.1%
Other employee benefits $132,406--- 1.1%
Other (as described)ACTUARY FEES $90,859--- 0.7%
Fees: investment management $83,292--- 0.7%
Pension plan contributions $54,378--- 0.4%
Other (as described)ACA REINSURANCE CONTRIBUTION $50,085--- 0.4%
Fees: accounting $41,862--- 0.3%
Other (as described)COMPUTER PROCESSING SER $27,756--- 0.2%
Office expenses $19,503--- 0.2%
Payroll taxes $17,839--- 0.1%
Occupancy $15,122--- 0.1%
Insurance $12,092--- 0.1%
Depreciation and depletion $11,900--- 0.1%
Conferences, conventions and meetings $11,077--- 0.1%
Fees: legal $8,599--- 0.1%
All other expenses -$209,478--- -1.7%
Total$12,431,366100%

View the filing

2015 · Form 990 · $11,469,444 spent · pay $447,741 · grants $0 · events $763,326
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,013,446--- 87.3%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $749,169--- 6.5%
Other salaries and wages $134,861--- 1.2%
Pay: officers, directors, trustees, key employees $128,472--- 1.1%
Other employee benefits $121,007--- 1.1%
Fees: investment management $87,083--- 0.8%
Other (as described)ACA REINSURANCE CONTRIBUTION $80,916--- 0.7%
Other (as described)ACTUARY FEES $77,030--- 0.7%
Fees: accounting $66,089--- 0.6%
Pension plan contributions $47,719--- 0.4%
Other (as described)COMPUTER PROCESSING SER $45,166--- 0.4%
Office expenses $23,711--- 0.2%
Payroll taxes $15,682--- 0.1%
Occupancy $15,134--- 0.1%
Conferences, conventions and meetings $14,157--- 0.1%
Insurance $13,503--- 0.1%
Depreciation and depletion $13,501--- 0.1%
Fees: legal $9,590--- 0.1%
All other expenses -$186,792--- -1.6%
Total$11,469,444100%

View the filing

2014 · Form 990 · $10,614,831 spent · pay $429,702 · grants $0 · events $749,104
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,276,056--- 87.4%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $735,863--- 6.9%
Other salaries and wages $126,135--- 1.2%
Pay: officers, directors, trustees, key employees $125,231--- 1.2%
Other employee benefits $118,472--- 1.1%
Other (as described)ACTUARY FEES $99,851--- 0.9%
Other (as described)ACA REINSURANCE CONTRIBUTION $70,582--- 0.7%
Pension plan contributions $43,993--- 0.4%
Fees: accounting $34,863--- 0.3%
Fees: investment management $30,421--- 0.3%
Other (as described)COMPUTER PROCESSING SER $25,493--- 0.2%
Payroll taxes $15,871--- 0.1%
Depreciation and depletion $14,977--- 0.1%
Occupancy $14,128--- 0.1%
Conferences, conventions and meetings $13,241--- 0.1%
Fees: legal $12,351--- 0.1%
Office expenses $12,033--- 0.1%
Insurance $11,807--- 0.1%
All other expenses -$166,537--- -1.6%
Total$10,614,831100%

View the filing

2013 · Form 990 · $9,858,913 spent · pay $393,871 · grants $0 · events $296,249
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $9,101,777--- 92.3%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $286,620--- 2.9%
Pay: officers, directors, trustees, key employees $119,881--- 1.2%
Other salaries and wages $110,400--- 1.1%
Other employee benefits $109,485--- 1.1%
Other (as described)ACTUARY FEES $77,598--- 0.8%
Pension plan contributions $39,307--- 0.4%
Fees: accounting $35,474--- 0.4%
Fees: investment management $21,631--- 0.2%
Insurance $19,356--- 0.2%
Other (as described)COMPUTER PROCESSING SER $18,818--- 0.2%
Depreciation and depletion $15,156--- 0.2%
Occupancy $14,938--- 0.2%
Fees: legal $14,816--- 0.2%
Payroll taxes $14,798--- 0.2%
Office expenses $13,418--- 0.1%
Conferences, conventions and meetings $9,629--- 0.1%
Other (as described)TELEPHONE $1,719--- 0.0%
All other expenses -$165,908--- -1.7%
Total$9,858,913100%

View the filing

2012 · Form 990 · $9,555,484 spent · pay $378,274 · grants $0 · events $282,184
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,744,192--- 91.5%
Other (as described) EventTHIRD PARTY ADMINISTRATOR $275,351--- 2.9%
Pay: officers, directors, trustees, key employees $118,268--- 1.2%
Other (as described)ACTUARY FEES $107,894--- 1.1%
Other salaries and wages $104,390--- 1.1%
Other employee benefits $72,208--- 0.8%
Pension plan contributions $68,572--- 0.7%
Fees: accounting $43,322--- 0.5%
Depreciation and depletion $26,039--- 0.3%
Fees: legal $23,172--- 0.2%
Insurance $20,600--- 0.2%
Other (as described)COMPUTER PROCESSING SER $19,742--- 0.2%
Office expenses $16,617--- 0.2%
Fees: investment management $16,434--- 0.2%
Occupancy $15,253--- 0.2%
Payroll taxes $14,836--- 0.2%
Conferences, conventions and meetings $6,833--- 0.1%
Other (as described)TELEPHONE $5,469--- 0.1%
All other expenses -$143,708--- -1.5%
Total$9,555,484100%

View the filing

2011 · Form 990 · $9,580,089 spent · pay $314,579 · grants $0 · events $277,429
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,846,027--- 92.3%
Other (as described) EventTHIRD PARTY ADMINISTRAT $271,834--- 2.8%
Pay: officers, directors, trustees, key employees $113,609--- 1.2%
Other salaries and wages $75,199--- 0.8%
Other (as described)ACTUARY FEES $66,091--- 0.7%
Pension plan contributions $61,825--- 0.6%
Other employee benefits $51,700--- 0.5%
Fees: accounting $33,378--- 0.3%
Other (as described)COMPUTER PROCESSING SER $31,919--- 0.3%
Depreciation and depletion $24,736--- 0.3%
Fees: legal $24,063--- 0.3%
Office expenses $22,082--- 0.2%
Insurance $20,809--- 0.2%
Occupancy $15,561--- 0.2%
Payroll taxes $12,246--- 0.1%
Other (as described)TELEPHONE $11,697--- 0.1%
Fees: investment management $9,300--- 0.1%
Conferences, conventions and meetings $5,595--- 0.1%
All other expenses -$117,582--- -1.2%
Total$9,580,089100%

View the filing

2010 · Form 990 · $11,252,229 spent · pay $358,885 · grants $0 · events $317,656
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $10,469,901--- 93.0%
Other (as described) EventTHIRD PARTY ADMINISTRAT $313,003--- 2.8%
Other employee benefits $134,671--- 1.2%
Pay: officers, directors, trustees, key employees $109,721--- 1.0%
Other salaries and wages $102,818--- 0.9%
Other (as described)ACTUARY FEES $68,991--- 0.6%
Fees: accounting $27,964--- 0.2%
Fees: legal $24,845--- 0.2%
Other (as described)COMPUTER PROCESSING SER $24,677--- 0.2%
Depreciation and depletion $18,776--- 0.2%
Insurance $15,625--- 0.1%
Occupancy $15,575--- 0.1%
Office expenses $15,522--- 0.1%
Payroll taxes $11,675--- 0.1%
Other (as described)TELEPHONE $10,719--- 0.1%
Fees: investment management $9,300--- 0.1%
Conferences, conventions and meetings $4,653--- 0.0%
Other (as described)PRINTING $1,080--- 0.0%
All other expenses -$127,287--- -1.1%
Total$11,252,229100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorBOARD OF TRUSTEES, SHEET METAL LCL UNION NO 25 NJNJForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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