Railroad Employees National Health And Welfare Plan Trust

Arlington, VA
Tax-exempt since April 1978
EIN: 52-1118310

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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

$1.62B (2023)

Expenses

$1.53B (2023)

Total Assets

$447M (2023)

Total Liabilities

$2.98M (2023)

Source: Form 990 tax filings from 2010 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 Dec.
2023

Revenue

$1,620,036,122

Expenses

$1,525,234,614

Net Income

$94,801,508

Net Assets

$443,584,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,614,159,839	99.6%
Investment Income	$5,016,229	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$860,054	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$446,563,103
Total Liabilities	$2,979,084
Net Assets	$443,584,019

Compensation

Key Employees and Officers	Compensation	Related	Other
Brendan Branon (Chairman Nccc)	$0	$0	$0
Arthur P Maratea (Chairman Crlo)	$0	$0	$0
John Samuelsen (Comm Mbr Crlo)	$0	$0	$0
Rob Karov (Comm Mbr Nccc 1/1 To 10/19/23)	$0	$0	$0
Leo Mc Cann (Comm Mbr Crlo 1/1/ To 10/17/23)	$0	$0	$0
John Mansker (Comm Mbr Crlo)	$0	$0	$0
Thomas Sullivan (Comm Mbr N Ccc)	$0	$0	$0
John Feltz (Comm Mbr Crlo)	$0	$0	$0
Jeremy R Ferguson (Comm Mbr Crlo)	$0	$0	$0
Jeff Wall (Comm Mbr Nccc)	$0	$0	$0
Al Russo Jr (Comm Mbr Crlo)	$0	$0	$0
Dean Devita (Comm Mbr Crlo)	$0	$0	$0
Jacob Mc Cahill (Comm Mbr N Ccc 1/1 To 4/14/23)	$0	$0	$0
Michael S Baldwin (Comm Mbr Crlo)	$0	$0	$0
Tony Cardwell (Comm Mbr Crlo)	$0	$0	$0
Josh T Hartford (Comm Mbr Crlo)	$0	$0	$0
Kyle K Loos (Comm Mbr Crlo 1/1 To 9/30/23)	$0	$0	$0
Maquiling Parkerson (Comm Mbr Nccc)	$0	$0	$0
Wai Wong (Comm Mbr Nccc)	$0	$0	$0
Sam Macedonio (Comm Mbr Nccc10/19 To 12/31/23)	$0	$0	$0
Joe Fraley (Comm Mbr Crlo)	$0	$0	$0
Edward Hall (Comm Mbr Crlo)	$0	$0	$0
Edward Dowell (Comm Mbr Crlo10/18 To 12/31/23)	$0	$0	$0
Andrew Sandberg (Comm Mbr Crlo 10/1 To 12/31/23)	$0	$0	$0

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990

Filed on Nov. 12, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$1,476,760,348

Expenses

$1,489,782,807

Net Income

-$13,022,459

Net Assets

$348,782,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,474,975,050	99.9%
Investment Income	$1,269,918	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$515,380	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$351,351,832
Total Liabilities	$2,569,321
Net Assets	$348,782,511

Compensation

Key Employees and Officers	Compensation	Related	Other
Brendan Branon (Chairman Nccc)	$0	$0	$0
Dennis Pierce (Chairman Crlo)	$0	$0	$0
Scott Weaver (Comm Mbr Nccc)	$0	$0	$0
John Samuelsen (Comm Mbr Crlo)	$0	$0	$0
Freddie Simpson (Comm Mbr Crlo 1/1 To 8/31/22)	$0	$0	$0
Rob Karov (Comm Mbr Nccc)	$0	$0	$0
Leo Mc Cann (Comm Mbr Crlo)	$0	$0	$0
John Mansker (Comm Mbr Crlo)	$0	$0	$0
Joe Fraley (Comm Mbr Crlo 1/1 To 2/28/22)	$0	$0	$0
Thomas Sullivan (Comm Mbr N Ccc)	$0	$0	$0
John Feltz (Comm Mbr Crlo)	$0	$0	$0
Rod Doerr (Comm Mbr Nccc 1/1 To 4/17/22)	$0	$0	$0
Jeremy R Ferguson (Comm Mbr Crlo)	$0	$0	$0
Jeff Wall (Comm Mbr Nccc)	$0	$0	$0
Arthur P Maratea (Comm Mbr Crlo)	$0	$0	$0
Al Russo Jr (Comm Mbr Crlo)	$0	$0	$0
Dean Devita (Comm Mbr Crlo)	$0	$0	$0
J Michael Perry (C Omm Mbr Crlo 1/1 To 6/30/22)	$0	$0	$0
Jacob Mc Cahill (Comm Mbr N Ccc)	$0	$0	$0
Richard D Johnsen (Comm Mbr Crlo 1/1 To 4/30/22)	$0	$0	$0
Michael S Baldwin (Comm Mbr Crlo)	$0	$0	$0
Tony Cardwell (Comm Mbr Crlo 9/1 12/31/22)	$0	$0	$0
Josh T Hartford (Comm Mbr Crlo 5/1 12/31/22)	$0	$0	$0
John D Mccloskey (Comm Mbr Crlo 3/1 12/31/22)	$0	$0	$0
Kyle K Loos (Comm Mbr Crlo 7/1 12/31/22)	$0	$0	$0
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990

Filed on Nov. 16, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,525,027,331

Expenses

$1,536,545,874

Net Income

-$11,518,543

Net Assets

$361,804,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,524,962,814	100.0%
Investment Income	$56,530	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$7,987	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$364,217,494
Total Liabilities	$2,412,524
Net Assets	$361,804,970

Compensation

Key Employees and Officers	Compensation	Related	Other
Brendan Branon (Chairman Nccc)	$0	$0	$0
Dennis Pierce (Chairman Crlo)	$0	$0	$0
Scott Weaver (Comm Mbr Nccc)	$0	$0	$0
John Samuelsen (Comm Mbr Crlo)	$0	$0	$0
Freddie Simpson (Comm Mbr Crlo)	$0	$0	$0
Rob Karov (Comm Mbr Nccc)	$0	$0	$0
Leo Mccann (Comm Mbr Crlo)	$0	$0	$0
John Mansker (Comm Mbr Crlo)	$0	$0	$0
Sito Pantoja Replaced (Comm Mbr Crlo)	$0	$0	$0
Joe Fraley (Comm Mbr Crlo)	$0	$0	$0
Jerry Boles Replaced (Comm Mbr Crlo)	$0	$0	$0
Thomas Sullivan (Comm Mbr Nccc)	$0	$0	$0
John Feltz (Comm Mbr Crlo)	$0	$0	$0
Rod Doerr (Comm Mbr Nccc)	$0	$0	$0
Jeremy R Ferguson (Comm Mbr Crlo)	$0	$0	$0
Jeff Wall (Comm Mbr Nccc)	$0	$0	$0
Arthur P Maratea (Comm Mbr Crlo)	$0	$0	$0
Al Russo Jr (Comm Mbr Crlo)	$0	$0	$0
Dean Devita (Comm Mbr Crlo)	$0	$0	$0
J Michael Perry (Comm Mbr Crlo)	$0	$0	$0
Jacob Mccahill (Comm Mbr Nccc)	$0	$0	$0
Richard D Johnsen (Comm Mbr Crlo)	$0	$0	$0
Michael S Baldwin (Comm Mbr Crlo)	$0	$0	$0

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990

Filed on Nov. 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$1,494,573,787

Expenses

$1,475,990,198

Net Income

$18,583,589

Net Assets

$373,323,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,494,212,173	100.0%
Investment Income	$310,210	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$51,404	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$375,514,538
Total Liabilities	$2,191,025
Net Assets	$373,323,513

Compensation

Key Employees and Officers	Compensation	Related	Other
Brendan Branon (Chairman Nccc)	$0	$0	$0
R A Scardelletti Replaced (Chairman Crlo)	$0	$0	$0
Dennis Pierce (Chairman Crlo)	$0	$0	$0
Scott Weaver (Comm Mbr Nccc)	$0	$0	$0
John Samuelsen (Comm Mbr Crlo)	$0	$0	$0
Freddie Simpson (Comm Mbr Crlo)	$0	$0	$0
Rob Karov (Comm Mbr Nccc)	$0	$0	$0
Leo Mccann (Comm Mbr Crlo)	$0	$0	$0
John Mansker (Comm Mbr Crlo)	$0	$0	$0
John Thacker Replaced (Comm Mbr Crlo)	$0	$0	$0
Sito Pantoja (Comm Mbr Crlo)	$0	$0	$0
Joe Fraley (Comm Mbr Crlo)	$0	$0	$0
Jerry Boles (Comm Mbr Crlo)	$0	$0	$0
Maqui Parkerson Replaced (Comm Mbr Nccc)	$0	$0	$0
Thomas Sullivan (Comm Mbr Nccc)	$0	$0	$0
John Feltz (Comm Mbr Crlo)	$0	$0	$0
Rod Doerr (Comm Mbr Nccc)	$0	$0	$0
Jeremy R Ferguson (Comm Mbr Crlo)	$0	$0	$0
Jeff Wall (Comm Mbr Nccc)	$0	$0	$0
James Meyer Replaced (Comm Mbr Crlo)	$0	$0	$0
Arthur P Maratea (Comm Mbr Crlo)	$0	$0	$0
Al Russo Jr (Comm Mbr Crlo)	$0	$0	$0
Dean Devita (Comm Mbr Crlo)	$0	$0	$0
J Michael Perry (Comm Mbr Crlo)	$0	$0	$0
Jacob Mccahill (Comm Mbr Nccc)	$0	$0	$0

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990

Filed on Nov. 11, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,570,390,184

Expenses

$1,612,396,167

Net Income

-$42,005,983

Net Assets

$354,739,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,568,682,798	99.9%
Investment Income	$1,624,558	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$82,828	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$357,331,299
Total Liabilities	$2,591,375
Net Assets	$354,739,924

990

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$1,649,193,955

Expenses

$1,628,818,446

Net Income

$20,375,509

Net Assets

$396,745,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,647,689,928	99.9%
Investment Income	$1,440,911	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$63,116	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$399,365,579
Total Liabilities	$2,619,672
Net Assets	$396,745,907

990

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,702,287,059

Expenses

$1,687,317,177

Net Income

$14,969,882

Net Assets

$376,370,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,701,557,307	100.0%
Investment Income	$686,919	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$42,833	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$379,307,574
Total Liabilities	$2,937,176
Net Assets	$376,370,398

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$1,700,537,236

Expenses

$1,726,825,766

Net Income

-$26,288,530

Net Assets

$361,400,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,700,234,548	100.0%
Investment Income	$228,247	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$74,441	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$369,296,234
Total Liabilities	$7,895,718
Net Assets	$361,400,516

990

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,704,282,652

Expenses

$1,669,933,302

Net Income

$34,349,350

Net Assets

$387,689,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,703,462,605	100.0%
Investment Income	$55,219	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$764,828	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$399,050,416
Total Liabilities	$11,361,370
Net Assets	$387,689,046

990

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,582,208,293

Expenses

$1,574,839,518

Net Income

$7,368,775

Net Assets

$353,339,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,582,016,808	100.0%
Investment Income	$40,761	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$150,724	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$368,404,891
Total Liabilities	$15,065,195
Net Assets	$353,339,696

990

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,503,492,493

Expenses

$1,504,830,748

Net Income

-$1,338,255

Net Assets

$345,970,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,503,335,687	100.0%
Investment Income	$42,277	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$114,529	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$348,490,797
Total Liabilities	$2,519,876
Net Assets	$345,970,921

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,527,020,396

Expenses

$1,522,495,405

Net Income

$4,524,991

Net Assets

$347,309,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,526,912,462	100.0%
Investment Income	$81,859	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$26,075	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$349,045,354
Total Liabilities	$1,736,178
Net Assets	$347,309,176

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,444,962,249

Expenses

$1,450,027,139

Net Income

-$5,064,890

Net Assets

$342,784,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,444,864,522	100.0%
Investment Income	$97,727	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$344,217,663
Total Liabilities	$1,433,478
Net Assets	$342,784,185

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$1,436,406,116

Expenses

$1,431,029,849

Net Income

$5,376,267

Net Assets

$347,849,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,435,389,461	99.9%
Investment Income	$96,878	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$919,777	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$349,162,185
Total Liabilities	$1,313,110
Net Assets	$347,849,075

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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Railroad Employees National Health And Welfare Plan Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.62B (2023)

Expenses $1.53B (2023)

Total Assets $447M (2023)

Total Liabilities $2.98M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Revenue

$1.62B (2023)

Expenses

$1.53B (2023)

Total Assets

$447M (2023)

Total Liabilities

$2.98M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004