INTERNATIONAL UNION OF OPERATING

CHICAGO, IL, 60616 (312) 372-9870 Est. 1966 EIN 36-6198426

990 - Public charity return 501(c)(9)

Mission

HEALTH BENEFIT TRUST FUND

Total Revenue

$89,928,420

Total Expenses

$89,264,571

Net Assets

$111,441,162

112 employees

From latest filing (tax period ending 2025-05-31)

Operating Reserve

15.0 months Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↑ 7.3%

Expenses ↑ 7.5%

Revenue Sources

Earned revenue 96.2% Investment 3.7%

Individual compensation is available on Grow plans.

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Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jun 1, 2024 to May 31, 2025	$89,928,420 ↑	$89,264,571	$111,441,162
2023 990 - Public charity return Jun 1, 2023 to May 31, 2024	$83,772,543 ↑	$83,059,558	$106,080,084
2022 990 - Public charity return Jun 1, 2022 to May 31, 2023	$73,700,200 ↑	$74,008,731	$98,639,361
2021 990 - Public charity return Jun 1, 2021 to May 31, 2022	$69,218,170 ↑	$69,116,059	$96,943,264
2020 990 - Public charity return Jun 1, 2020 to May 31, 2021	$66,372,442 ↑	$61,450,405	$101,829,916
2019 990 - Public charity return Jun 1, 2019 to May 31, 2020	$65,700,189 ↑	$62,492,288	$86,757,470
2017 990 - Public charity return Jun 1, 2017 to May 31, 2018	$55,613,612	$56,637,746	$76,701,715