Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS
Public Charity
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND is a nonprofit organization categorized as Public Charity based in MIDDLETOWN, OH. Its most recent IRS filing (2025) reports revenue of $52.7M, expenses of $97.7M, total assets of $671.3M.
EIN: 367485085
MIDDLETOWN, OH
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$52.7M
Total Expenses$97.7M
Total Assets$671.3M
Grant Records0
Filing Years2020–2025
Where $100 goes at Middletown Works Hourly & Salaried Union Retirees Health Care Fund
How Middletown Works Hourly & Salaried Union Retirees Health Care Fund 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 medical, prescription drug, dental, vision, and/or life insurance benefits for eligible retirees and their dependents
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Brian Daley
CO-CHAIRMAN
Francis J Martorana
CHAIRMAN
Michael Bailey
TRUSTEE
Michael Stephenson
TRUSTEE
Roger Mcclow
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $52.7M | $97.7M | $671.3M |
| 2024 | $92.2M | $54.0M | $680.8M |
| 2023 | $31.1M | $34.6M | $645.7M |
| 2022 | $19.9M | $38.5M | $597.4M |
| 2020 | $19.1M | $37.2M | $716.6M |
Between 2020 and 2025, reported annual revenue grew from $19.1M to $52.7M (+176%), with total assets most recently reported at $671.3M.
Interactive year-over-year charts and full filing details available with membership.