UGSOA HEALTH AND WELFARE TRUST FUND
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Cite this
Plain text UGSOA HEALTH AND WELFARE TRUST FUND. furp.org, nonprofit organization profile, tax years 2018–2024. https://furp.org/org/ugsoa-health-and-welfare-trust-fund-824038622. Retrieved 2026-11-08.
APA furp.org. (n.d.). UGSOA HEALTH AND WELFARE TRUST FUND [Nonprofit organization profile; tax years 2018–2024]. Retrieved November 8, 2026, from https://furp.org/org/ugsoa-health-and-welfare-trust-fund-824038622
MLA “UGSOA HEALTH AND WELFARE TRUST FUND.” furp.org, tax years 2018–2024, https://furp.org/org/ugsoa-health-and-welfare-trust-fund-824038622. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2018–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $11.8M · expenses $12.2M · assets $4.6M
- EIN
- 82-4038622
- Address
- 2879 CRANBERRY HWY, EAST WAREHAM, MA 02538-1327
- Website
- UGSOA.com
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) published (IRS Business Master File)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- March 2020 (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 organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 4 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
4 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Mike Leblanc | Trustee | 2019-2024 | 1 | $0 reported | 2 |
| Jeff Miller | Chairman | 2018-2024 | 1 | $0 reported | 2 |
| Matt Sipos | Trustee | 2019-2024 | 1 | $0 reported | 1 |
| Josh Primrose (former) | Co-Chairman | 2018-2021 | 1 | $0 reported | 1 |
People by year
2024 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Josh Primrose | Co-Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Josh Primrose | Co-Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 4 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Josh Primrose | Co-Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Mike LeBlanc | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Matt Sipos | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 2 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jeff Miller | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Josh Primrose | Co-Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2023 · 1 contractor · $217K
| Name | Location | Service | Paid |
|---|---|---|---|
| Benefit Source Inc | Greenville, SC | Administrative | $216,858 |
2022 · 2 contractors · $556K
| Name | Location | Service | Paid |
|---|---|---|---|
| Benefit Source Inc | Greenville, SC | Administrative | $373,010 |
| CIGNA Network | Hartford, CT | Administrative | $183,048 |
2021 · 2 contractors · $859K
| Name | Location | Service | Paid |
|---|---|---|---|
| Benefit Source Inc | Greenville, SC | Administrative | $686,818 |
| CIGNA Network | Hartford, CT | Administrative | $172,588 |
2020 · 2 contractors · $538K
| Name | Location | Service | Paid |
|---|---|---|---|
| CoreSource | Sterling Heights, MI | Administrative | $390,184 |
| Benefit Source Inc | Greenville, SC | Administrative | $148,296 |
2019 · 2 contractors · $527K
| Name | Location | Service | Paid |
|---|---|---|---|
| CoreSource | Sterling Heights, MI | Administrative | $347,921 |
| Benefit Source Inc | Greenville, SC | Administrative | $179,325 |
2018 · 2 contractors · $467K
| Name | Location | Service | Paid |
|---|---|---|---|
| CoreSource | Sterling Heights, MI | Administrative | $328,861 |
| Benefit Source Inc | Greenville, SC | Administrative | $138,504 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $11,847,137 | $12,236,451 | $4,569,819 | $2,074,534 | $0 | $11,281,578 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $6,024,787 | $5,416,558 | $3,573,535 | $2,463,848 | $0 | $5,503,862 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $5,497,507 | $5,679,633 | $3,296,110 | $1,673,493 | $0 | $5,497,507 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $11,163,764 | $9,808,131 | $3,710,383 | $1,855,619 | $0 | $9,883,154 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $9,458,949 | $8,895,153 | $1,913,506 | $499,987 | $0 | $9,090,370 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $9,458,949 | $9,810,022 | $1,913,506 | $499,987 | $0 | $9,090,370 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $13,860,478 | $13,871,779 | $1,824,042 | $839,759 | $0 | $14,112,003 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $9,541,491 | $10,203,401 | $1,885,924 | $851,060 | $0 | $9,170,603 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $8,610,529 | $7,179,140 | $3,505,616 | $1,512,970 | $0 | $8,276,087 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $8,192,712 | $8,329,452 | $1,886,866 | $81,580 | $0 | $8,186,546 | $0 | 0 | 0 |
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.
- UNITED GOVERNMENT SECURITY OFFICERS OF AMERICA East Wareham, MA · 2 people in common (Jeff Miller, Mike Leblanc) · related organization (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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| TRANSIT EMPLOYEES HEALTH AND WELFARE FUND | MA | Y43 | $23,153,683 | $20,319,446 | PART-TIME ADMINISTRATOR | $65,322 | Same NTEE code Y43, revenue within 2x, same state, similar name |
| OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN | MA | Y43 | $10,494,403 | $10,770,416 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| WAYNE J GRIFFIN ELECTRIC INC WELFARE BENEFIT PLAN TRUST | MA | Y43 | $20,448,420 | $22,526,851 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| MASTER TRUST AGREEMENT FOR WELFARE BENEFITS | MA | Y43 | $14,949,753 | $9,818,333 | TRUSTEE | $1,590,647 | Same NTEE code Y43, revenue within 2x, same state |
| PINNACLE WEST CAPITAL CORPORATION NON-UNION HEALTH BENEFITS TRUST | MA | Y43 | $11,400,669 | $12,955,564 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PINNACLE WEST CAPITAL CORPORATION UNION HEALTH BENEFITS MASTER TRUST | MA | Y43 | $17,048,028 | $20,265,401 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUST | MA | Y43 | $18,013,992 | $19,947,138 | EXECUTIVE VP, PLAN SPONSOR | $237,401 | Same NTEE code Y43, revenue within 2x, same state |
| BOSTON PLASTERERS & CEMENT MASONS & ASPHALT LAYERS LOC 534 HLTH & WELF | MA | Y43 | $6,105,539 | $6,396,050 | EMPLOYEE | $153,315 | Same NTEE code Y43, revenue within 2x, same state |
| JOHN HANCOCK MUTUAL LIFE INS CO MARKETING REP WELFARE TRUST | MA | Y43 | $7,388,218 | -$2,561,276 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| GPU COMPANIES BASIC LIFE INS PLAN FOR NON-BARGAINING RETIREES | MA | Y43 | $7,880,185 | $1,220,944 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND | CA | Y43 | $9,069,744 | $9,027,650 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UA LOCAL NO 159 HEALTH AND WELFARE PLAN | CA | Y43 | $6,655,332 | $6,447,941 | trustee - CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| WECA HEALTH AND WELFARE TRUST | CA | Y43 | $7,658,733 | $8,639,524 | EXECUTIVE DIRECTOR | $185,532 | Same NTEE code Y43, revenue within 2x, similar name |
| CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND | AZ | Y43 | $10,211,124 | $10,349,242 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST | CA | Y43 | $10,108,276 | $9,516,454 | TRUSTEE | $1,134 | Same NTEE code Y43, revenue within 2x, similar mission |
| NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND | MN | Y43 | $15,044,616 | $13,264,428 | TRUSTEE | $439,255 | Same NTEE code Y43, revenue within 2x, similar mission |
| DUDEK HEALTH AND WELFARE TR | CA | Y43 | $8,651,504 | $8,434,889 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLAN | MI | Y43 | $20,080,297 | $15,338,943 | UNION TRUSTEE | $250,738 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND | CA | Y43 | $23,395,200 | $18,641,449 | LABOR TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| USW YOKOHAMA TIRE RETIREES HEALTH AND WELFARE TRUST | PA | Y43 | $7,543,147 | $3,949,683 | INSTITUTIONAL TRUSTEE | $7,500 | Same NTEE code Y43, revenue within 2x, similar mission |
| ILWU LOCAL 142 GENERAL HEALTH & WELFARE TRUST | HI | Y43 | $8,610,552 | $7,041,969 | MANAGEMENT TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL 94 IBEW HEALTH AND WELFARE FUND | NJ | Y43 | $14,585,945 | $15,806,809 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| OPERATING ENGINEERS LOCAL 112 HEALTH AND WELFARE TRUST | IN | Y43 | $10,289,232 | $10,424,875 | MANAGING TRUSTEE | $271,840 | Same NTEE code Y43, revenue within 2x, similar mission |
| PLUMBERS & PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND | WV | Y43 | $6,979,151 | $5,823,269 | Trustee | $114,534 | Same NTEE code Y43, revenue within 2x, similar mission |
| VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUST | WA | Y43 | $9,459,221 | $9,358,735 | TRUST MANAGER | $67,925 | Same NTEE code Y43, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | $174,312 | 5 | 1 | DAF sponsor | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
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 · $12,236,451 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,591,404 | - | - | - | 94.7% | |
| Fees: other services | $357,613 | - | - | - | 2.9% | |
| Other (as described) | Reimbursement to Pensio | $102,655 | - | - | - | 0.8% |
| Office expenses | $55,512 | - | - | - | 0.5% | |
| Depreciation and depletion | $47,582 | - | - | - | 0.4% | |
| Fees: legal | $26,599 | - | - | - | 0.2% | |
| Fees: accounting | $25,463 | - | - | - | 0.2% | |
| Fees: management | $16,481 | - | - | - | 0.1% | |
| Insurance | $7,683 | - | - | - | 0.1% | |
| Other (as described) | Employee Training Expen | $5,459 | - | - | - | 0.0% |
| Total | $12,236,451 | 100% |
2023 · Form 990 · $5,416,558 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,918,836 | - | - | - | 90.8% | |
| Fees: other services | $218,236 | - | - | - | 4.0% | |
| Other (as described) | Reimbursement to Pensio | $169,602 | - | - | - | 3.1% |
| Depreciation and depletion | $45,000 | - | - | - | 0.8% | |
| Office expenses | $28,325 | - | - | - | 0.5% | |
| Fees: management | $16,325 | - | - | - | 0.3% | |
| Fees: legal | $9,776 | - | - | - | 0.2% | |
| Fees: accounting | $5,000 | - | - | - | 0.1% | |
| Insurance | $4,263 | - | - | - | 0.1% | |
| Other (as described) | Employee Training Expen | $1,195 | - | - | - | 0.0% |
| Total | $5,416,558 | 100% |
2022 · Form 990 · $9,808,131 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,081,611 | - | - | - | 92.6% | |
| Fees: management | $288,078 | - | - | - | 2.9% | |
| Fees: other services | $268,065 | - | - | - | 2.7% | |
| Other (as described) | Reimbursement to Pensio | $72,405 | - | - | - | 0.7% |
| Fees: accounting | $40,903 | - | - | - | 0.4% | |
| Office expenses | $27,031 | - | - | - | 0.3% | |
| Fees: legal | $17,668 | - | - | - | 0.2% | |
| Other (as described) | Employee Training Expen | $4,923 | - | - | - | 0.1% |
| Insurance | $4,865 | - | - | - | 0.0% | |
| Depreciation and depletion | $2,582 | - | - | - | 0.0% | |
| Total | $9,808,131 | 100% |
2021 · Form 990 · $8,895,153 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,918,111 | - | - | - | 89.0% | |
| Fees: other services | $483,913 | - | - | - | 5.4% | |
| Fees: management | $375,981 | - | - | - | 4.2% | |
| Fees: accounting | $54,375 | - | - | - | 0.6% | |
| Insurance | $51,121 | - | - | - | 0.6% | |
| Fees: legal | $10,361 | - | - | - | 0.1% | |
| Depreciation and depletion | $1,291 | - | - | - | 0.0% | |
| Total | $8,895,153 | 100% |
2020 · Form 990 · $10,203,401 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,303,524 | - | - | - | 91.2% | |
| Fees: other services | $420,496 | - | - | - | 4.1% | |
| Fees: management | $390,184 | - | - | - | 3.8% | |
| Fees: accounting | $36,525 | - | - | - | 0.4% | |
| Fees: legal | $25,655 | - | - | - | 0.3% | |
| Other (as described) | Reimbursement | $16,355 | - | - | - | 0.2% |
| Insurance | $10,662 | - | - | - | 0.1% | |
| Total | $10,203,401 | 100% |
2019 · Form 990 · $7,179,140 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,413,470 | - | - | - | 89.3% | |
| Fees: management | $347,921 | - | - | - | 4.8% | |
| Fees: other services | $326,409 | - | - | - | 4.5% | |
| Fees: legal | $43,435 | - | - | - | 0.6% | |
| Fees: accounting | $43,152 | - | - | - | 0.6% | |
| Insurance | $4,753 | - | - | - | 0.1% | |
| Total | $7,179,140 | 100% |
2018 · Form 990 · $8,329,452 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,647,430 | - | - | - | 91.8% | |
| Fees: other services | $433,386 | - | - | - | 5.2% | |
| Fees: management | $167,684 | - | - | - | 2.0% | |
| Fees: legal | $46,187 | - | - | - | 0.6% | |
| Fees: accounting | $20,000 | - | - | - | 0.2% | |
| Insurance | $14,728 | - | - | - | 0.2% | |
| Office expenses | $37 | - | - | - | 0.0% | |
| Total | $8,329,452 | 100% |
State business registration
- TRUSTEES - UGSOA HEALTH AND WELFARE FUND MA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | TRUSTEES - UGSOA HEALTH AND WELFARE FUND | MA | Form 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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