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Employer Identification Number 04-3538613

UAW UMASS HEALTH AND WELFARE TRUST FUND is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:UAW UMASS HEALTH AND WELFARE TRUST FUND
Employer identification number (EIN):04-3538613
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:611000
401k Pension/Benefits registration UAW UMASS HEALTH AND WELFARE TRUST FUND 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO PROVIDE HEALTH AND WELFARE BENEFITS
Number of Employees1
Year Formed2001

Organization Governance

Legal DomicileMA
Voting Members - Governing Body6
Voting Members - Independent0

Organization Financials

2024-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,401,465
Program Service Revenue from current yearUSD $ 2,565,769
Investment Income from prior yearUSD $ 58,813
Investment Income from current yearUSD $ 131,132
Other Revenue from prior yearUSD $ 355
Other Revenue from current yearUSD $ 1,020
Gross receipts from all sourcesUSD $ 2,847,096
Net assets / fund balances at end of fiscal yearUSD $ 5,150,285
Net assets / fund balances at beginning of fiscal yearUSD $ 4,449,152
Total liabilities at end of fiscal yearUSD $ 813,979
Total liabilities at beginning of fiscal yearUSD $ 618,329
Total assets at end of fiscal yearUSD $ 5,964,264
Total assets at beginning of fiscal yearUSD $ 5,067,481
Revenues less expenses for current yearUSD $ -55,113
Revenues less expenses for previous yearUSD $ -108,166
Total expenses for current yearUSD $ 2,753,034
Total expenses for previous yearUSD $ 2,568,799
Other expenses in current yearUSD $ 268,000
Other expenses in previous yearUSD $ 206,241
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 241,012
Employee salary and benefits paid in previous yearUSD $ 215,850
Benefits paid to or for members in current yearUSD $ 2,244,022
Benefits paid to or for members in previous yearUSD $ 2,146,708
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,697,921
Total revenue in previous fiscal yearUSD $ 2,460,633
Contributions and grants from current yearUSD $ 0
Total of other revenueUSD $ 1,020
2023-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,226,822
Program Service Revenue from current yearUSD $ 2,401,465
Investment Income from prior yearUSD $ 576,363
Investment Income from current yearUSD $ 58,813
Other Revenue from current yearUSD $ 355
Gross receipts from all sourcesUSD $ 6,277,239
Net assets / fund balances at end of fiscal yearUSD $ 4,449,152
Net assets / fund balances at beginning of fiscal yearUSD $ 4,470,095
Total liabilities at end of fiscal yearUSD $ 618,329
Total liabilities at beginning of fiscal yearUSD $ 484,603
Total assets at end of fiscal yearUSD $ 5,067,481
Total assets at beginning of fiscal yearUSD $ 4,954,698
Revenues less expenses for current yearUSD $ -108,166
Revenues less expenses for previous yearUSD $ 582,875
Total expenses for current yearUSD $ 2,568,799
Total expenses for previous yearUSD $ 2,220,310
Other expenses in current yearUSD $ 206,241
Other expenses in previous yearUSD $ 137,035
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 215,850
Employee salary and benefits paid in previous yearUSD $ 184,545
Benefits paid to or for members in current yearUSD $ 2,146,708
Benefits paid to or for members in previous yearUSD $ 1,898,730
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,460,633
Total revenue in previous fiscal yearUSD $ 2,803,185
Contributions and grants from current yearUSD $ 0
Total of other revenueUSD $ 355
2022-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,127,952
Program Service Revenue from current yearUSD $ 2,226,822
Investment Income from prior yearUSD $ 182,562
Investment Income from current yearUSD $ 576,363
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,665,667
Net assets / fund balances at end of fiscal yearUSD $ 4,470,095
Net assets / fund balances at beginning of fiscal yearUSD $ 5,020,714
Total liabilities at end of fiscal yearUSD $ 484,603
Total liabilities at beginning of fiscal yearUSD $ 450,502
Total assets at end of fiscal yearUSD $ 4,954,698
Total assets at beginning of fiscal yearUSD $ 5,471,216
Revenues less expenses for current yearUSD $ 582,875
Revenues less expenses for previous yearUSD $ 77,488
Total expenses for current yearUSD $ 2,220,310
Total expenses for previous yearUSD $ 2,233,026
Other expenses in current yearUSD $ 137,035
Other expenses in previous yearUSD $ 116,537
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 184,545
Employee salary and benefits paid in previous yearUSD $ 166,181
Benefits paid to or for members in current yearUSD $ 1,898,730
Benefits paid to or for members in previous yearUSD $ 1,950,308
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,803,185
Total revenue in previous fiscal yearUSD $ 2,310,514
Contributions and grants from current yearUSD $ 0
2021-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,064,241
Program Service Revenue from current yearUSD $ 2,127,952
Investment Income from prior yearUSD $ 227,900
Investment Income from current yearUSD $ 182,562
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,737,450
Net assets / fund balances at end of fiscal yearUSD $ 5,020,714
Net assets / fund balances at beginning of fiscal yearUSD $ 4,341,662
Total liabilities at end of fiscal yearUSD $ 450,502
Total liabilities at beginning of fiscal yearUSD $ 306,811
Total assets at end of fiscal yearUSD $ 5,471,216
Total assets at beginning of fiscal yearUSD $ 4,648,473
Revenues less expenses for current yearUSD $ 77,488
Revenues less expenses for previous yearUSD $ 90,293
Total expenses for current yearUSD $ 2,233,026
Total expenses for previous yearUSD $ 2,201,848
Other expenses in current yearUSD $ 116,537
Other expenses in previous yearUSD $ 211,892
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 166,181
Employee salary and benefits paid in previous yearUSD $ 78,485
Benefits paid to or for members in current yearUSD $ 1,950,308
Benefits paid to or for members in previous yearUSD $ 1,911,471
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,310,514
Total revenue in previous fiscal yearUSD $ 2,292,141
Contributions and grants from current yearUSD $ 0
2020-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,064,241
Program Service Revenue from current yearUSD $ 2,194,973
Investment Income from prior yearUSD $ 227,900
Investment Income from current yearUSD $ 185,161
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 3,239,608
Net assets / fund balances at end of fiscal yearUSD $ 4,341,662
Net assets / fund balances at beginning of fiscal yearUSD $ 4,139,861
Total liabilities at end of fiscal yearUSD $ 306,811
Total liabilities at beginning of fiscal yearUSD $ 231,722
Total assets at end of fiscal yearUSD $ 4,648,473
Total assets at beginning of fiscal yearUSD $ 4,371,583
Revenues less expenses for current yearUSD $ 209,519
Revenues less expenses for previous yearUSD $ 90,293
Total expenses for current yearUSD $ 2,170,615
Total expenses for previous yearUSD $ 2,201,848
Other expenses in current yearUSD $ 212,222
Other expenses in previous yearUSD $ 211,892
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 137,089
Employee salary and benefits paid in previous yearUSD $ 78,485
Benefits paid to or for members in current yearUSD $ 1,821,304
Benefits paid to or for members in previous yearUSD $ 1,911,471
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,380,134
Total revenue in previous fiscal yearUSD $ 2,292,141
Contributions and grants from current yearUSD $ 0
2019-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,963,302
Program Service Revenue from current yearUSD $ 2,064,241
Investment Income from prior yearUSD $ 245,326
Investment Income from current yearUSD $ 227,900
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,671,937
Net assets / fund balances at end of fiscal yearUSD $ 4,139,861
Net assets / fund balances at beginning of fiscal yearUSD $ 3,928,505
Total liabilities at end of fiscal yearUSD $ 231,722
Total liabilities at beginning of fiscal yearUSD $ 479,810
Total assets at end of fiscal yearUSD $ 4,371,583
Total assets at beginning of fiscal yearUSD $ 4,408,315
Revenues less expenses for current yearUSD $ 90,293
Revenues less expenses for previous yearUSD $ -37,529
Total expenses for current yearUSD $ 2,201,848
Total expenses for previous yearUSD $ 2,246,157
Other expenses in current yearUSD $ 211,892
Other expenses in previous yearUSD $ 264,301
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 78,485
Employee salary and benefits paid in previous yearUSD $ 1,981,856
Benefits paid to or for members in current yearUSD $ 1,911,471
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,292,141
Total revenue in previous fiscal yearUSD $ 2,208,628
Contributions and grants from current yearUSD $ 0
2018-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 2,040,669
Program Service Revenue from current yearUSD $ 1,963,302
Investment Income from prior yearUSD $ 222,893
Investment Income from current yearUSD $ 245,326
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,569,263
Net assets / fund balances at end of fiscal yearUSD $ 3,928,505
Net assets / fund balances at beginning of fiscal yearUSD $ 4,122,988
Total liabilities at end of fiscal yearUSD $ 479,810
Total liabilities at beginning of fiscal yearUSD $ 405,916
Total assets at end of fiscal yearUSD $ 4,408,315
Total assets at beginning of fiscal yearUSD $ 4,528,904
Revenues less expenses for current yearUSD $ -37,529
Revenues less expenses for previous yearUSD $ 218,759
Total expenses for current yearUSD $ 2,246,157
Total expenses for previous yearUSD $ 2,044,803
Other expenses in current yearUSD $ 264,301
Other expenses in previous yearUSD $ 232,863
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 1,981,856
Employee salary and benefits paid in previous yearUSD $ 79,771
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 1,732,169
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,208,628
Total revenue in previous fiscal yearUSD $ 2,263,562
Contributions and grants from current yearUSD $ 0
2017-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,552,760
Program Service Revenue from current yearUSD $ 2,040,669
Investment Income from prior yearUSD $ 106,282
Investment Income from current yearUSD $ 222,893
Other Revenue from prior yearUSD $ 68,356
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,389,561
Net assets / fund balances at end of fiscal yearUSD $ 4,122,988
Net assets / fund balances at beginning of fiscal yearUSD $ 3,705,840
Total liabilities at end of fiscal yearUSD $ 405,916
Total liabilities at beginning of fiscal yearUSD $ 229,902
Total assets at end of fiscal yearUSD $ 4,528,904
Total assets at beginning of fiscal yearUSD $ 3,935,742
Revenues less expenses for current yearUSD $ 218,759
Revenues less expenses for previous yearUSD $ -84,064
Total expenses for current yearUSD $ 2,044,803
Total expenses for previous yearUSD $ 1,811,462
Other expenses in current yearUSD $ 232,863
Other expenses in previous yearUSD $ 202,807
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 79,771
Employee salary and benefits paid in previous yearUSD $ 70,681
Benefits paid to or for members in current yearUSD $ 1,732,169
Benefits paid to or for members in previous yearUSD $ 1,537,974
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,263,562
Total revenue in previous fiscal yearUSD $ 1,727,398
Contributions and grants from current yearUSD $ 0
2015-10-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,589,931
Program Service Revenue from current yearUSD $ 1,784,181
Investment Income from prior yearUSD $ 62,965
Investment Income from current yearUSD $ 85,362
Other Revenue from prior yearUSD $ 12,849
Other Revenue from current yearUSD $ 262,772
Gross receipts from all sourcesUSD $ 2,132,315
Net assets / fund balances at end of fiscal yearUSD $ 3,863,764
Net assets / fund balances at beginning of fiscal yearUSD $ 3,817,185
Total liabilities at end of fiscal yearUSD $ 163,611
Total liabilities at beginning of fiscal yearUSD $ 193,342
Total assets at end of fiscal yearUSD $ 4,027,375
Total assets at beginning of fiscal yearUSD $ 4,010,527
Revenues less expenses for current yearUSD $ 292,158
Revenues less expenses for previous yearUSD $ 105,448
Total expenses for current yearUSD $ 1,840,157
Total expenses for previous yearUSD $ 1,560,297
Other expenses in current yearUSD $ 198,947
Other expenses in previous yearUSD $ 185,327
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 59,539
Employee salary and benefits paid in previous yearUSD $ 1,374,970
Benefits paid to or for members in current yearUSD $ 1,581,671
Grants and similar amounts paid in current yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,132,315
Total revenue in previous fiscal yearUSD $ 1,665,745
Contributions and grants from current yearUSD $ 0
Total of other revenueUSD $ 262,772

Other Company Names associated with EIN

UAWUMASS HEALTH & WELFARE TRUST FUND
UAW UMASS HEALTH & WELFARE TR FUND

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 043538613

USA Mailing Address
UNIVERSITY DRIVE, SUITE 206-229
AMHEREST
MA
01002
Date first seen: 2007-06-01
Date last seen: 2025-12-31
USA Location Address
UNIVERSITY DRIVE, SUITE 206-229
AMHEREST
MA
01002
Date first seen: 2007-06-01
Date last seen: 2025-12-31
USA Mailing Address
6 UNIVERSITY DR STE 206-229
AMHERST
MA
010022360
Date first seen: 2017-07-24
Date last seen: 2025-09-17
USA Location Address
6 UNIVERSITY DR STE 206-229
AMHERST
MA
010022360
Date first seen: 2018-08-13
Date last seen: 2025-09-17
USA Mailing Address
329 MIDDLESEX HOUSE
111 COUNTRY CIRCLE
AMHERST
MA
01003
Date first seen: 2007-07-01
Date last seen: 2025-12-31
USA Location Address
329 MIDDLESEX HOUSE
111 COUNTRY CIRCLE
AMHERST
MA
01003
Date first seen: 2007-07-01
Date last seen: 2025-12-31
USA Location Address
6 UNIVERSITY DR STE 206 PMB 229
AMHERST
MA
010022265
Date first seen: 2024-07-31
Date last seen: 2026-02-25
USA Mailing Address
6 UNIVERSITY DR STE 206 PMB 229
AMHERST
MA
010022265
Date first seen: 2025-08-07
Date last seen: 2026-02-25

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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