Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Public Charity
IUOE LOCAL 4 HEALTH & WELFARE PLAN
Based in MEDWAY, MA, IUOE LOCAL 4 HEALTH & WELFARE PLAN operates as a Public Charity. The organization reported $87.5M in revenue, $84.1M in expenses, $150.1M in total assets for fiscal year 2024.
EIN: 046040880
MEDWAY, MA
Latest filing: 2024
Total Revenue$87.5M
Total Expenses$84.1M
Total Assets$150.1M
Grant Records0
Filing Years2020–2024
Where $100 goes at Iuoe Local 4 Health & Welfare Plan
How Iuoe Local 4 Health & Welfare Plan divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
To provide health and welfare benefits to eligible participants and their dependents
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
EMPLOYER TRUSTEE
Angelo Colosante
EMPLOYER TRUSTEE
David Marr Jr
UNION TRUSTEE
David Shea
COLLECTIONS MANAGER
Donald Christy
FUND ADMINISTRATOR
Gregory A Geiman
IT DIRECTOR
James M Burns
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $87.5M | $84.1M | $150.1M |
| 2023 | $83.9M | $75.9M | $137.2M |
| 2022 | $76.6M | $67.6M | $117.8M |
| 2021 | $74.9M | $66.7M | $119.3M |
| 2020 | $64.6M | $58.6M | $104.0M |
Between 2020 and 2024, reported annual revenue grew from $64.6M to $87.5M (+35%), with total assets most recently reported at $150.1M.
Interactive year-over-year charts and full filing details available with membership.