Mission
THE PRIMARY PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DEATH, OPTICAL, DENTAL, VACATION AND UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Public Charity
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 WELFARE FUND
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138 WELFARE FUND, of FARMINGDALE, NY, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $56.8M in revenue, $55.6M in expenses, $39.2M in total assets.
EIN: 111628170
FARMINGDALE, NY
Latest filing: 2025
Total Revenue$56.8M
Total Expenses$55.6M
Total Assets$39.2M
Grant Records0
Filing Years2021–2025
Officers & Directors
BOOKKEEPER
Anne Mcdonnaugh
TRUSTEE
Anthony Malizia
ANNUITY ADMIN
Christopher Duffy
TRUSTEE
Dennis Adrian
ORGANIZER
Enrique Guzman
TRUSTEE
James Haney Iii
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $56.8M | $55.6M | $39.2M |
| 2024 | $48.2M | $47.4M | $33.1M |
| 2023 | $47.2M | $45.9M | $31.3M |
| 2022 | $42.5M | $38.3M | $28.2M |
| 2021 | $41.8M | $39.1M | $24.6M |
Between 2021 and 2025, reported annual revenue grew from $41.8M to $56.8M (+36%), with total assets most recently reported at $39.2M.
Interactive year-over-year charts and full filing details available with membership.