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Filing year 2023

LOCAL 804 WELFARE TRUST FUND

Port Washington, New York·EIN 11-1637886·9
Total revenue
$138.8M
Total assets
$152.2M
Total expenses
$143.3M
Reported officers
15
Mission

THE LOCAL 804 WELFARE TRUST FUND WAS CREATED IN 1950, UNDER AN AGREEMENT AND DECLARATION OF TRUST, AS AMENDED, BETWEEN DELIVERY AND WAREHOUSE EMPLOYEES UNION, LOCAL 804 IBT (THE UNION") AND VARIOUS EMPLOYERS. THE UNION AND THE EMPLOYERS HAVE ENTERED INTO COLLECTIVE BARGAINING AGREEMENTS REQUIRING PAYMENTS BY THE EMPLOYERS FOR THE PURPOSE OF ESTABLISHING A WELFARE PROGRAM FOR THE EMPLOYERS TO PROVIDE WELFARE BENEFITS FOR THEIR EMPLOYEES AND THE EMPLOYEES OF THE UNION, AND THE EMPLOYEES OF THE LOCAL 804 WELFARE TRUST FUND.

Executive compensation, broken down

Form 990 · Schedule J · 11 reported individuals · Filing year 2023

Fund Manager
officer (unspecified)
$289k
$324k
Base
$229k
Bonus
Other
Benefits
$26k
Accountant
highest compensated employee
$246k
$276k
Base
$212k
Bonus
Other
Benefits
$27k
Office Manager
highest compensated employee
$190k
$214k
Base
$130k
Bonus
Other
Benefits
$26k
Asst to Fund Administrator
highest compensated employee
$186k
$209k
Base
$114k
Bonus
Other
Benefits
$26k
IT and Benefit Claims Assi
highest compensated employee
$178k
$200k
Base
$145k
Bonus
Other
Benefits
$26k
Benefit Claims Assistant
highest compensated employee
$157k
$176k
Base
$123k
Bonus
Other
Benefits
$27k
Union Trustee
board member
$114k
$128k
Base
Bonus
Other
Benefits
$26k
Union Trustee
board member
$114k
$128k
Base
Bonus
Other
Benefits
$26k
Union Trustee
board member
$114k
$128k
Base
Bonus
Other
Benefits
$26k
Union Trustee
board member
$114k
$128k
Base
Bonus
Other
Benefits
$26k
Former Union Trustee
board member
$57k
$64k

Teal figures restate each filed amount in 2026 dollars.

Estimated with New York-Newark-Jersey City, NY-NJ-PA metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Plus 4 unpaid individuals.

Up 4%
from 2022

From $276k in 2022 to $289k in 2023.

$276k
2022
$289k
2023
In today's dollarsEst.
Up 1% in real terms$322k to $324k

Estimated with New York-Newark-Jersey City, NY-NJ-PA metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.

Highest reported compensation in each year. Volunteer board members and partial-year payouts are filtered out.
Financial trend

Revenue and expenses over time

LOCAL 804 WELFARE TRUST FUND reported revenue and expenses across 2 filing years.

RevenueExpenses
$136.6M
$128.3M
2022
$138.8M
$143.3M
2023
Total revenue and total expenses from IRS Form 990 filings.
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