Mission
The organization is a collectively bargained multiemployer benefit plan that provides health benefits to eligible participants and their dependents.
Public Charity
UGSOA Health and Welfare Fund
UGSOA Health and Welfare Fund is a Public Charity headquartered in East Wareham, MA. Financial data from the 2024 filing: $11.8M revenue, $12.2M expenses, $4.6M total assets.
EIN: 824038622
East Wareham, MA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$11.8M
Total Expenses$12.2M
Total Assets$4.6M
Grant Records0
Filing Years2020–2024
Officers & Directors
Chairman
Jeff Miller
Trustee
Matt Sipos
Trustee
Mike Leblanc
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $11.8M | $12.2M | $4.6M |
| 2023 | $6.0M | $5.4M | $3.6M |
| 2022 | $9.5M | $8.9M | $1.9M |
| 2021 | $9.5M | $10.2M | $1.9M |
| 2020 | $8.6M | $7.2M | $3.5M |
Between 2020 and 2024, reported annual revenue grew from $8.6M to $11.8M (+38%), with total assets most recently reported at $4.6M.
Interactive year-over-year charts and full filing details available with membership.