Teamsters Health Services And Insurance Plan Of Local Union 404

Springfield, MA
Tax-exempt since Feb. 1941
EIN: 04-2174518

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$20.2M (2023)

Expenses

$10.1M (2023)

Total Assets

$168M (2023)

Total Liabilities

$1.66M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$20,197,694

Expenses

$10,123,488

Net Income

$10,074,206

Net Assets

$166,463,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$15,720,805	77.8%
Investment Income	$3,379,384	16.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,096,852	5.4%
Net Inventory Sales	$0
Other Revenue	$653	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$26,600	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$111,753	1.1%

Assets/Debt
Total Assets	$168,128,456
Total Liabilities	$1,664,749
Net Assets	$166,463,707

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Sullivan Jr (Employer Trustee)	$9,800	$0	$0
Lawrence Keefe (Employer Trustee)	$9,100	$0	$0
Frank Rossi (Union Trustee)	$7,700	$0	$0
Bryan Donovan (Union Trustee)	$0	$107,550	$60,369

+ View more people

990

Filed on May 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$24,892,363

Expenses

$9,101,092

Net Income

$15,791,271

Net Assets

$144,760,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,125,619	64.8%
Investment Income	$2,477,500	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,284,331	25.2%
Net Inventory Sales	$0
Other Revenue	$4,913	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,000	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$108,028	1.2%

Assets/Debt
Total Assets	$145,964,552
Total Liabilities	$1,204,518
Net Assets	$144,760,034

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$118,209	$58,163
Victor Santiago ((Former) Union Trustee)	$0	$119,210	$58,145
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0
Bryan Donovan (Union Trustee)	$0	$73,547	$46,818

+ View more people

990

Filed on May 8, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$25,241,064

Expenses

$11,604,825

Net Income

$13,636,239

Net Assets

$158,418,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,047,216	63.6%
Investment Income	$2,260,853	9.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,929,474	27.5%
Net Inventory Sales	$0
Other Revenue	$3,521	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$216,755	1.9%

Assets/Debt
Total Assets	$159,696,911
Total Liabilities	$1,278,057
Net Assets	$158,418,854

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$107,668	$54,618
Victor Santiago (Union Trustee)	$0	$105,827	$54,600
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$17,616,301

Expenses

$9,292,164

Net Income

$8,324,137

Net Assets

$117,853,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,261,343	81.0%
Investment Income	$2,639,228	15.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$715,140	4.1%
Net Inventory Sales	$0
Other Revenue	$590	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$222,980	2.4%

Assets/Debt
Total Assets	$118,890,524
Total Liabilities	$1,037,428
Net Assets	$117,853,096

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$104,823	$51,493
Victor Santiago (Union Trustee)	$0	$103,145	$51,475
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on May 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$18,380,057

Expenses

$10,133,157

Net Income

$8,246,900

Net Assets

$114,510,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,615,865	74.1%
Investment Income	$2,285,527	12.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,473,091	13.5%
Net Inventory Sales	$0
Other Revenue	$5,574	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$217,765	2.1%

Assets/Debt
Total Assets	$116,104,733
Total Liabilities	$1,593,961
Net Assets	$114,510,772

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$95,371	$49,239
Victor Santiago (Union Trustee)	$0	$93,704	$49,221
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on May 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$16,725,446

Expenses

$9,416,554

Net Income

$7,308,892

Net Assets

$105,778,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,965,083	77.5%
Investment Income	$2,736,695	16.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,021,451	6.1%
Net Inventory Sales	$0
Other Revenue	$2,217	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$228,041	2.4%

Assets/Debt
Total Assets	$106,774,031
Total Liabilities	$995,857
Net Assets	$105,778,174

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$95,370	$49,239
Victor Santiago (Union Trustee)	$0	$93,704	$49,221
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on May 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$15,297,365

Expenses

$9,568,311

Net Income

$5,729,054

Net Assets

$95,189,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,400,210	81.1%
Investment Income	$2,001,066	13.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$894,992	5.9%
Net Inventory Sales	$0
Other Revenue	$1,097	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$220,835	2.3%

Assets/Debt
Total Assets	$96,261,149
Total Liabilities	$1,072,145
Net Assets	$95,189,004

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$85,666	$43,866
Victor Santiago (Union Trustee)	$0	$82,975	$43,841
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0

990

Filed on May 9, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$14,465,786

Expenses

$9,296,760

Net Income

$5,169,026

Net Assets

$80,113,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,751,683	81.2%
Investment Income	$1,982,611	13.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$731,492	5.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$217,615	2.3%

Assets/Debt
Total Assets	$81,174,046
Total Liabilities	$1,061,045
Net Assets	$80,113,001

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$85,667	$43,866
Victor Santiago (Union Trustee)	$0	$82,975	$43,841
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Lawrence Keefe (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on April 25, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$16,728,784

Expenses

$9,646,517

Net Income

$7,082,267

Net Assets

$79,980,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,913,427	71.2%
Investment Income	$1,819,282	10.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,990,668	17.9%
Net Inventory Sales	$0
Other Revenue	$5,407	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$221,338	2.3%

Assets/Debt
Total Assets	$81,249,069
Total Liabilities	$1,268,281
Net Assets	$79,980,788

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$79,378	$38,998
Victor Santiago (Union Trustee)	$0	$76,778	$39,073
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0

990

Filed on Jan. 27, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$18,595,981

Expenses

$8,272,109

Net Income

$10,323,872

Net Assets

$79,782,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,217,584	60.3%
Investment Income	$1,725,462	9.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,652,935	30.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$217,958	2.6%

Assets/Debt
Total Assets	$81,609,466
Total Liabilities	$1,827,349
Net Assets	$79,782,117

Compensation

Key Employees and Officers	Compensation	Related	Other
Frank Rossi (Union Trustee)	$0	$92,128	$36,731
Victor Santiago (Union Trustee)	$0	$89,528	$36,739
Robert Sullivan Jr (Employer Trustee)	$0	$0	$0
Scott Thomson (Employer Trustee)	$0	$0	$0

+ View more people

990

Filed on Feb. 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$13,632,696

Expenses

$10,234,456

Net Income

$3,398,240

Net Assets

$64,925,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,896,604	79.9%
Investment Income	$1,756,428	12.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$979,664	7.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$215,024	2.1%

Assets/Debt
Total Assets	$66,088,191
Total Liabilities	$1,162,334
Net Assets	$64,925,857

990

Filed on April 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$12,733,619

Expenses

$10,429,485

Net Income

$2,304,134

Net Assets

$56,926,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,968,649	86.1%
Investment Income	$1,644,093	12.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$120,877	0.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$211,226	2.0%

Assets/Debt
Total Assets	$58,143,629
Total Liabilities	$1,217,205
Net Assets	$56,926,424

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$13,948,678

Expenses

$9,423,760

Net Income

$4,524,918

Net Assets

$57,688,421

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,777,536	77.3%
Investment Income	$1,849,241	13.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,321,901	9.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$211,711	2.2%

Assets/Debt
Total Assets	$58,720,404
Total Liabilities	$1,031,983
Net Assets	$57,688,421

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated November 21, 2024

Teamsters Health Services And Insurance Plan Of Local Union 404

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.2M (2023)

Expenses $10.1M (2023)

Total Assets $168M (2023)

Total Liabilities $1.66M (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Revenue

$20.2M (2023)

Expenses

$10.1M (2023)

Total Assets

$168M (2023)

Total Liabilities

$1.66M (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005