Public Charity

INTL UNION OF OPERATING ENGINEERS LOCAL 399 HEALTH REIMBURSEMENT ACCOUNT PLAN

Based in CHICAGO, IL, INTL UNION OF OPERATING ENGINEERS LOCAL 399 HEALTH REIMBURSEMENT ACCOUNT PLAN operates as a Public Charity. The organization reported $12.4M in revenue, $668K in expenses, $61.4M in total assets for fiscal year 2025.

EIN: 471259234 CHICAGO, IL Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2025
Total Revenue$12.4M
Total Expenses$668K
Total Assets$61.4M
Grant Records0
Filing Years2021–2025

Mission

RETIREE-ONLY HEALTH REIMBURSEMENT ARRANGEMENT ACCOUNT PLAN ESTABLISHED FOR THE PURPOSE OF HELPING RETIREES DEFRAY THE COST OF RETIREE HEALTHCARE COVERAGE.

Officers & Directors

FUND ADMINISTRATOR Carrie Gath
TRUSTEE Eric Centazzo
TRUSTEE Laura Bossert
TRUSTEE Maureen Ehrehberg
TRUSTEE Patrick J Kelly
TRUSTEE Roger Mcginty

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $12.4M $668K $61.4M
2024 $10.7M $490K $45.9M
2023 $8.9M $400K $31.5M
2022 $6.7M $312K $23.3M
2021 $4.9M $169K $18.7M

Between 2021 and 2025, reported annual revenue grew from $4.9M to $12.4M (+150%), with total assets most recently reported at $61.4M.

Interactive year-over-year charts and full filing details available with membership.

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