Public Charity

HEALTH AND WELFARE TRUST FUND FOR IUOE LOCAL 99 & 99A

HEALTH AND WELFARE TRUST FUND FOR IUOE LOCAL 99 & 99A, of BALTIMORE, MD, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $63.4M in revenue, $46.8M in expenses, $89.9M in total assets.

EIN: 526072849 BALTIMORE, MD Latest filing: 2024
Total Revenue$63.4M
Total Expenses$46.8M
Total Assets$89.9M
Grant Records0
Filing Years2019–2024

Mission

THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN.

Officers & Directors

TRUSTEE-CHAIRMAN Donald P Havard
TRUSTEE Frank Barile
TRUSTEE Manjala Master
TRUSTEE Richard Ellis
TRUSTEE Scott Barlow
TRUSTEE Steve Ruppert

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $63.4M $46.8M $89.9M
2023 $58.1M $50.9M $70.3M
2022 $53.9M $42.7M $60.3M
2020 $47.3M $36.4M $46.1M
2019 $45.6M $37.0M $34.2M

Between 2019 and 2024, reported annual revenue grew from $45.6M to $63.4M (+39%), with total assets most recently reported at $89.9M.

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

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