STRATEGY STUDIO / PUBLIC DATA EXPLORER

ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST

Cite this

Plain text ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/207248306. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/207248306

MLA “ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/207248306. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $11.7M · expenses $0 · assets $44.7M

EIN
20-7248306
Address
10200 SUNSET DRIVE, MIAMI, FL 33173-3033
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2008
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE FOR PAYMENT OF ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 14 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

14 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jack Drewry TRUSTEE2022-2024 1 $0 reported 2
George Michael TRUSTEE2023-2024 1 $0 reported 1
Kristen Appleman (former) TRUSTEE (THROUGH JULY 2023)2022-2023 1 $0 reported 1
Mark Acquadro (former) TRUSTEE2013-2021 1 $0 reported 2
Pawan Chhabra (former) Trustee2016-2021 1 $0 reported 1
Sergio Fernandez (former) TRUSTEE2012-2015 1 $0 reported 4
Maria Black (former) TRUSTEE2014-2015 1 $0 reported 1
Art Baumman (former) TRUSTEE2015 1 $0 reported 1
Cristian Orihuela (former) TRUSTEE2014-2015 1 $0 reported 1
Keisha Newell (former) TRUSTEE2014 1 $0 reported 1
David Imbrogno (former) TRUSTEE2013 1 $0 reported 1
Dawn Amat (former) TRUSTEE2012-2013 1 $0 reported 1
John Ayala (former) TRUSTEE2012 1 $0 reported 1
Margaret Woodard (former) TRUSTEE2012 1 $0 reported 1

People by year

2024 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK DREWRY TRUSTEE1 $0$0$0 $02
GEORGE MICHAEL TRUSTEE1 $0$0$0 $01
2023 · 3 people listed · none paid · 0 employees · 3 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK DREWRY TRUSTEE1 $0$0$0 $02
KRISTEN APPLEMAN TRUSTEE (THROUGH JULY 2023)1 $0$0$0 $01
GEORGE MICHAEL TRUSTEE (BEGINNING JULY 2023)1 $0$0$0 $01
2022 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jack Drewry TRUSTEE1 $0$0$0 $02
Kristen Appleman Trustee1 $0$0$0 $01
2021 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2020 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2019 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2018 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2017 · 2 people listed · none paid · 0 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2016 · 2 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
Pawan Chhabra Trustee1 $0$0$0 $01
2015 · 5 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SERGIO FERNANDEZ TRUSTEE1 $0$0$0 $04
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
MARIA BLACK TRUSTEE1 $0$0$0 $01
ART BAUMMAN TRUSTEE1 $0$0$0 $01
CRISTIAN ORIHUELA TRUSTEE1 $0$0$0 $01
2014 · 5 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SERGIO FERNANDEZ TRUSTEE1 $0$0$0 $04
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
MARIA BLACK TRUSTEE1 $0$0$0 $01
KEISHA NEWELL TRUSTEE1 $0$0$0 $01
CRISTIAN ORIHUELA TRUSTEE1 $0$0$0 $01
2013 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID IMBROGNO TRUSTEE1 $0$0$0 $01
DAWN AMAT TRUSTEE1 $0$0$0 $01
MARK ACQUADRO TRUSTEE1 $0$0$0 $02
SERGIO FERNANDEZ TRUSTEE1 $0$0$0 $04
2012 · 4 people listed · none paid · 0 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAWN AMAT TRUSTEE1 $0$0$0 $01
JOHN AYALA TRUSTEE1 $0$0$0 $01
MARGARET WOODARD TRUSTEE1 $0$0$0 $01
SERGIO FERNANDEZ TRUSTEE1 $0$0$0 $04

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$11,693,851$0 $44,680,282$44,680,282 $0$11,693,851 $002
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$32,859,460$31 $32,986,431$32,986,431 $0$32,859,460 $003
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$31,238$1,027 $127,002$127,002 $0$31,238 $002
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$38,112$1,098 $96,791$96,791 $0$38,112 $002
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$18,772$1,065 $59,777$59,777 $0$18,772 $002
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$20,978$911 $42,070$42,070 $0$20,978 $002
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$0$38,438 $22,003$22,003 $0$0 $002
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$50,020$46,470 $60,441$60,441 $0$46,907 $002
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$32,893$7,445 $56,891$56,891 $0$28,653 $005
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$27,920$5,277 $31,443$31,443 $0$27,658 $005
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$3,126$13,511 $8,800$8,800 $0$2,365 $004
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$2,492$4,223 $1,101$1,101 $0$2,492 $004
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$16,624$122,699 $2,832$2,832 $0$16,606 $004

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUNDFLY43 $7,775,816$8,703,419 Union Trustee$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
GLOBAL CONNECTIONS TO EMPLOYMENT HEALTH & WELFARE TRFLY43 $7,971,215$8,879,952 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
MIAMI BEACH FIREFIGHTERS LOCAL 1510 INS TR FUNDFLY43 $13,967,115$12,752,332 PRESIDENT$75,498 Same NTEE code Y43, revenue within 2x, same state
BCBSF VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONFLY43 $22,113,477$5,099,828 Trustee - See Schedule O$97,765 Same NTEE code Y43, revenue within 2x, same state
OXBOW AFFILIATED COMPANIES EMPLOYEE BENEFIT TR AGREEMENTFLY43 $9,377,611$9,624,209 Former Trustee$1,914,203 Same NTEE code Y43, revenue within 2x, same state
EMPLOYEE HEALTH & WELFARE BENEFIT PLAN TRUSTCAY43 $6,628,674$6,591,995 Trustee$0 Same NTEE code Y43, revenue within 2x, similar mission
UA LOCAL NO 159 HEALTH AND WELFARE PLANCAY43 $6,655,332$6,447,941 trustee - CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
OPERATING ENGINEERS LOCAL 112 HEALTH AND WELFARE TRUSTINY43 $10,289,232$10,424,875 MANAGING TRUSTEE$271,840 Same NTEE code Y43, revenue within 2x, similar mission
ILWU LOCAL 142 GENERAL HEALTH & WELFARE TRUSTHIY43 $8,610,552$7,041,969 MANAGEMENT TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
UGSOA HEALTH AND WELFARE TRUST FUNDMAY43 $11,847,137$12,236,451 Chairman$0 Same NTEE code Y43, revenue within 2x
COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLANMIY43 $20,080,297$15,338,943 UNION TRUSTEE$250,738 Same NTEE code Y43, revenue within 2x, similar mission
USW YOKOHAMA TIRE RETIREES HEALTH AND WELFARE TRUSTPAY43 $7,543,147$3,949,683 INSTITUTIONAL TRUSTEE$7,500 Same NTEE code Y43, revenue within 2x
OMAHA FIREFIGHTERS HEALTHCARE TRUSTNEY43 $21,288,805$22,980,472 PLAN ADMINIS$129,710 Same NTEE code Y43, revenue within 2x, similar mission
OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLANMAY43 $10,494,403$10,770,416 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SVC HEALTH AND WELFARE TRTXY43 $6,210,281$6,655,384 PRESIDENT/CEO$449,263 Same NTEE code Y43, revenue within 2x, similar mission
WAYNE J GRIFFIN ELECTRIC INC WELFARE BENEFIT PLAN TRUSTMAY43 $20,448,420$22,526,851 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
ALTON IBEW-NECA HEALTH & WELFARE PLMOY43 $6,497,581$5,742,110 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x
WECA HEALTH AND WELFARE TRUSTCAY43 $7,658,733$8,639,524 EXECUTIVE DIRECTOR$185,532 Same NTEE code Y43, revenue within 2x, similar name
CN ENTERPRISES HEALTH PLAN TROKY43 $21,166,821$20,244,935 GGS/GGRP - TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUNDMOY43 $17,113,333$14,273,944 SECRETARY$0 Same NTEE code Y43, revenue within 2x, similar mission
RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUNDCAY43 $9,069,744$9,027,650 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x
NORTHWEST MARINE TRADE ASSOCIATION HEALTH TRUSTWAY43 $15,140,111$15,035,681 CHAIRMAN$229,170 Same NTEE code Y43, revenue within 2x, similar mission
CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUNDAZY43 $10,211,124$10,349,242 CHAIRPERSON$0 Same NTEE code Y43, revenue within 2x, similar mission
SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUSTCAY43 $10,108,276$9,516,454 TRUSTEE$1,134 Same NTEE code Y43, revenue within 2x, similar mission
KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TRKYY43 $12,305,809$12,269,350 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JOHNS HOPKINS UNIVERSITY DAF sponsor$174,3125 12015–2020 OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990 · $31 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $31--- 100.0%
Total$31100%

View the filing

2022 · Form 990 · $1,027 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $1,027--- 100.0%
Total$1,027100%

View the filing

2021 · Form 990 · $1,098 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $1,098--- 100.0%
Total$1,098100%

View the filing

2020 · Form 990 · $1,065 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $1,065--- 100.0%
Total$1,065100%

View the filing

2019 · Form 990 · $911 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $911--- 100.0%
Total$911100%

View the filing

2018 · Form 990 · $38,438 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $37,500--- 97.6%
Office expenses $938--- 2.4%
Total$38,438100%

View the filing

2017 · Form 990 · $46,470 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $45,170--- 97.2%
Office expenses $1,300--- 2.8%
Total$46,470100%

View the filing

2016 · Form 990 · $7,445 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $6,150--- 82.6%
Office expenses $1,295--- 17.4%
Total$7,445100%

View the filing

2015 · Form 990 · $5,277 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $3,925--- 74.4%
Office expenses $1,352--- 25.6%
Total$5,277100%

View the filing

2014 · Form 990 · $13,511 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $11,725--- 86.8%
Office expenses $1,786--- 13.2%
Total$13,511100%

View the filing

2013 · Form 990 · $4,223 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $4,223--- 100.0%
Total$4,223100%

View the filing

2012 · Form 990 · $122,699 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $101,875--- 83.0%
Fees: legal $16,651--- 13.6%
Office expenses $4,173--- 3.4%
Total$122,699100%

View the filing