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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mike Leblanc Trustee2019-2024 1 $0 reported 2
Jeff Miller Chairman2018-2024 1 $0 reported 2
Matt Sipos Trustee2019-2024 1 $0 reported 1
Josh Primrose (former) Co-Chairman2018-2021 1 $0 reported 1

People by year

2024 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2023 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2022 · 3 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2021 · 4 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Josh Primrose Co-Chairman1 $0$0$0 $01
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2020 · 4 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Josh Primrose Co-Chairman1 $0$0$0 $01
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2019 · 4 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Josh Primrose Co-Chairman1 $0$0$0 $01
Mike LeBlanc Trustee1 $0$0$0 $02
Matt Sipos Trustee1 $0$0$0 $01
2018 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jeff Miller Chairman1 $0$0$0 $02
Josh Primrose Co-Chairman1 $0$0$0 $01

Highest-paid independent contractors

2023 · 1 contractor · $217K
NameLocationServicePaid
Benefit Source IncGreenville, SCAdministrative$216,858
2022 · 2 contractors · $556K
NameLocationServicePaid
Benefit Source IncGreenville, SCAdministrative$373,010
CIGNA NetworkHartford, CTAdministrative$183,048
2021 · 2 contractors · $859K
NameLocationServicePaid
Benefit Source IncGreenville, SCAdministrative$686,818
CIGNA NetworkHartford, CTAdministrative$172,588
2020 · 2 contractors · $538K
NameLocationServicePaid
CoreSourceSterling Heights, MIAdministrative$390,184
Benefit Source IncGreenville, SCAdministrative$148,296
2019 · 2 contractors · $527K
NameLocationServicePaid
CoreSourceSterling Heights, MIAdministrative$347,921
Benefit Source IncGreenville, SCAdministrative$179,325
2018 · 2 contractors · $467K
NameLocationServicePaid
CoreSourceSterling Heights, MIAdministrative$328,861
Benefit Source IncGreenville, SCAdministrative$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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$11,847,137$12,236,451 $4,569,819$2,074,534 $0$11,281,578 $000
2023 · Form 990 period ending 2023-12-31 · amended · view filing · original 990 ↗
$6,024,787$5,416,558 $3,573,535$2,463,848 $0$5,503,862 $000
2023 · Form 990 period ending 2023-12-31 · superseded · view filing · original 990 ↗
$5,497,507$5,679,633 $3,296,110$1,673,493 $0$5,497,507 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$11,163,764$9,808,131 $3,710,383$1,855,619 $0$9,883,154 $000
2021 · Form 990 period ending 2022-06-30 · amended · view filing · original 990 ↗
$9,458,949$8,895,153 $1,913,506$499,987 $0$9,090,370 $000
2021 · Form 990 period ending 2022-06-30 · amended · superseded · view filing · original 990 ↗
$9,458,949$9,810,022 $1,913,506$499,987 $0$9,090,370 $000
2021 · Form 990 period ending 2022-06-30 · superseded · view filing · original 990 ↗
$13,860,478$13,871,779 $1,824,042$839,759 $0$14,112,003 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$9,541,491$10,203,401 $1,885,924$851,060 $0$9,170,603 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$8,610,529$7,179,140 $3,505,616$1,512,970 $0$8,276,087 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$8,192,712$8,329,452 $1,886,866$81,580 $0$8,186,546 $000

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 · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
TRANSIT EMPLOYEES HEALTH AND WELFARE FUNDMAY43 $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 PLANMAY43 $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 TRUSTMAY43 $20,448,420$22,526,851 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
MASTER TRUST AGREEMENT FOR WELFARE BENEFITSMAY43 $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 TRUSTMAY43 $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 TRUSTMAY43 $17,048,028$20,265,401 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
UNITARIAN UNIVERSALIST ASSOCIATIONEMPLOYEE BENEFITS TRUSTMAY43 $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 & WELFMAY43 $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 TRUSTMAY43 $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 RETIREESMAY43 $7,880,185$1,220,944 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUNDCAY43 $9,069,744$9,027,650 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, similar mission
UA LOCAL NO 159 HEALTH AND WELFARE PLANCAY43 $6,655,332$6,447,941 trustee - CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
WECA HEALTH AND WELFARE TRUSTCAY43 $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 FUNDAZY43 $10,211,124$10,349,242 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, similar mission
SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUSTCAY43 $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 FUNDMNY43 $15,044,616$13,264,428 TRUSTEE$439,255 Same NTEE code Y43, revenue within 2x, similar mission
DUDEK HEALTH AND WELFARE TRCAY43 $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 PLANMIY43 $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 FUNDCAY43 $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 TRUSTPAY43 $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 TRUSTHIY43 $8,610,552$7,041,969 MANAGEMENT TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
LOCAL 94 IBEW HEALTH AND WELFARE FUNDNJY43 $14,585,945$15,806,809 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar name
OPERATING ENGINEERS LOCAL 112 HEALTH AND WELFARE TRUSTINY43 $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 FUNDWVY43 $6,979,151$5,823,269 Trustee$114,534 Same NTEE code Y43, revenue within 2x, similar mission
VANCOUVER FIREFIGHTERS UNION HEALTH AND WELFARE TRUSTWAY43 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
JOHNS HOPKINS UNIVERSITY $174,3125 1DAF sponsor2015–2020 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
LineAs describedTotalProgramManagementFundraisingShare
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$12,236,451100%

View the filing

2023 · Form 990 · $5,416,558 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$5,416,558100%

View the filing

2022 · Form 990 · $9,808,131 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$9,808,131100%

View the filing

2021 · Form 990 · $8,895,153 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,895,153100%

View the filing

2020 · Form 990 · $10,203,401 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$10,203,401100%

View the filing

2019 · Form 990 · $7,179,140 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$7,179,140100%

View the filing

2018 · Form 990 · $8,329,452 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,329,452100%

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 sponsorTRUSTEES - UGSOA HEALTH AND WELFARE FUNDMAForm 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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