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Operating Engineers Local 66 Welfare Fund FY2020 filing

Not tax-deductible

Pittsburgh, PAMutual-benefit / member-servingSince 1968Mutual / membership EIN 25-1187299Revenue $72.7M in FY2020Latest return filed Jul 1, 2026

On file with the IRSPo Box 38682, 15238-8682 · Pittsburgh, PATax-exempt since Oct 1968

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To pay welfare benefits

Mission: Form 990 Part I, line 1

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $10.7M a year · 14% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Plus $213.7M in investments, Pt X · Ln 11–13
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$785K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$72.7M
Spent
$55.9M
To programs
0%
Net assets
$249.3M
By yearFY2020–FY2025
Revenue
$72.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$72.7M
FY2021$78.0M
FY2022$72.3M
FY2023$74.1M
FY2024$75.7M
FY2025$83.0M
Expenses
$55.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$55.9M
FY2021$61.4M
FY2022$62.2M
FY2023$65.6M
FY2024$70.5M
FY2025$76.0M
Net assets
$249.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$249.3M
FY2021$276.9M
FY2022$259.0M
FY2023$279.8M
FY2024$295.8M
FY2025$316.2M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1968.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
James T Kunz
Employee Trustee
$0Pt VII · Sec A
Shawn Bertiaux
Employee Trustee
$0Pt VII · Sec A
Carlton Ingram
Employee Trustee
$0Pt VII · Sec A
Thomas Melisko JR
Employee Trustee
$0Pt VII · Sec A
Kevin Pahach
Employee Trustee
$0Pt VII · Sec A
William Pellish
Employee Trustee
$0Pt VII · Sec A
Jesse Direnna
Employee Trustee
$0Pt VII · Sec A
Ali Mills
Employer Trustee
$0Pt VII · Sec A
See Operating Engineers Local 66 Welfare Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides medical benefits to members and their dependents through insurance and self-funded programs.

Questions for Operating Engineers Local 66 Welfare Fund

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1 program · in their own filed words · FY2020
01

To provide medical benefits to members and their dependents through both insurance and self-funded programs.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$72.7M
Ln 12
Fees for servicesLn 2g$66.8M
Investment incomeLn 3$5.9M
Money outPt IX
$55.9M
Ln 25
Owns and owesPt X
$249.3M
net assets · Ln 32
Cash and savingsLn 1–2$24.8M
Total assetsLn 16$250.1M
LiabilitiesLn 26$785K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$66.8M
Investment incomeLn 3$5.9M
Gains on assetsLn 7$669K
Total revenueLn 12$72.7M
Assets in detailPt X, end of year
CashLn 1$16.3M
SavingsLn 2$8.5M
Cash and savings togetherLn 1–2$24.8M
InvestmentsLn 11–13$213.7M
Other assetsLn 15$3.7M
Total assetsLn 16$250.1M
LiabilitiesLn 26$785K
Net assetsLn 32$249.3M
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$26.3M$24.8M
InvestmentsLn 11–13$181.9M$213.7M
Total assetsLn 16$220.2M$250.1M
LiabilitiesLn 26$1.5M$785K
Net assetsLn 32$218.7M$249.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$54.5M$0
Legal feesLn 11b$33K$0$0$0
Accounting feesLn 11c$21K$0$0$0
Investment management feesLn 11f$273K$0$0$0
Conferences, conventions and meetingsLn 19$225$0$0$0
InsuranceLn 23$7K$0$0$0
Other expenses (24a–d)Ln 24$1.0M$0$0$0
All other expensesLn 24e$10K$0$0$0
Total functional expensesLn 25$55.9M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 1, 2026 $83.0M$76.0M$7.0M$316.2M 990 PDF
FY2024Filed with the IRS Jul 8, 2025 $75.7M$70.5M$5.1M$295.8M 990 PDF
FY2023Filed with the IRS Jun 25, 2024 $74.1M$65.6M$8.6M$279.8M 990 PDF
FY2022Filed with the IRS Jul 10, 2023 $72.3M$62.2M$10.0M$259.0M 990 PDF
FY2021Filed with the IRS Jul 19, 2022 $78.0M$61.4M$16.6M$276.9M 990 PDF
FY2020 ViewingFiled with the IRS Jul 14, 2021 $72.7M$55.9M$16.9M$249.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $72,717,585 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $81,157,715$66,804,652
I-10 Investment incomePrior year $6,714,895$5,912,933
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $87,872,610$72,717,585
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $68,659,940$54,492,370
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,062,779$1,365,147
I-18 Total expensesPrior year $69,722,719$55,857,517
I-19 Revenue less expensesPrior year $18,149,891$16,860,068
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $72,717,585 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $66,804,652$66,804,652
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $5,243,486$5,243,486
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $669,447$669,447
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $72,717,585$72,717,585
Part IX · Statement of functional expenses $55,857,517 across 8 lines filed
IX-4 Benefits paid to or for membersPrograms $0$54,492,370
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$32,781
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$21,000
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$272,797
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$225
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$6,879
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$1,020,976
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$10,489
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$55,857,517
Part X · Balance sheet $250,093,128 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $423,418$16,314,024
X-2 Savings and temporary cash investmentsStart of year $25,918,573$8,459,736
X-4 Accounts receivableStart of year $8,474,930$7,628,727
X-9 Prepaid expenses and deferred chargesStart of year $58,353$206,378
X-11 Publicly traded securitiesStart of year $181,850,891$213,743,668
X-15 Other assetsStart of year $3,451,418$3,740,595
X-16 Total assetsStart of year $220,177,583$250,093,128
X-17 Accounts payable and accrued expensesStart of year $500,686$291,121
X-25 Other liabilitiesStart of year $1,012,314$494,042
X-26 Total liabilitiesStart of year $1,513,000$785,163
X-32 Total net assets or fund balancesStart of year $218,664,583$249,307,965
X-33 Total liabilities and net assetsStart of year $220,177,583$250,093,128
Part XI · Reconciliation of net assets $249,307,965 net assets at year end
XI-1 Total revenue$72,717,585
XI-2 Total expenses$55,857,517
XI-3 Revenue less expenses$16,860,068
XI-4 Net assets at start of year$218,664,583
XI-5 Net unrealized gains (losses) on investments$13,783,314
XI-10 Net assets at end of year$249,307,965

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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