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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jack Drewry | TRUSTEE | 2022-2024 | 1 | $0 reported | 2 |
| George Michael | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Kristen Appleman (former) | TRUSTEE (THROUGH JULY 2023) | 2022-2023 | 1 | $0 reported | 1 |
| Mark Acquadro (former) | TRUSTEE | 2013-2021 | 1 | $0 reported | 2 |
| Pawan Chhabra (former) | Trustee | 2016-2021 | 1 | $0 reported | 1 |
| Sergio Fernandez (former) | TRUSTEE | 2012-2015 | 1 | $0 reported | 4 |
| Maria Black (former) | TRUSTEE | 2014-2015 | 1 | $0 reported | 1 |
| Art Baumman (former) | TRUSTEE | 2015 | 1 | $0 reported | 1 |
| Cristian Orihuela (former) | TRUSTEE | 2014-2015 | 1 | $0 reported | 1 |
| Keisha Newell (former) | TRUSTEE | 2014 | 1 | $0 reported | 1 |
| David Imbrogno (former) | TRUSTEE | 2013 | 1 | $0 reported | 1 |
| Dawn Amat (former) | TRUSTEE | 2012-2013 | 1 | $0 reported | 1 |
| John Ayala (former) | TRUSTEE | 2012 | 1 | $0 reported | 1 |
| Margaret Woodard (former) | TRUSTEE | 2012 | 1 | $0 reported | 1 |
People by year
2024 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JACK DREWRY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| GEORGE MICHAEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 3 people listed · none paid · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JACK DREWRY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISTEN APPLEMAN | TRUSTEE (THROUGH JULY 2023) | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MICHAEL | TRUSTEE (BEGINNING JULY 2023) | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jack Drewry | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Kristen Appleman | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 2 people listed · none paid · 0 employees · 2 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 2 people listed · none paid · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Pawan Chhabra | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 5 people listed · none paid · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SERGIO FERNANDEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARIA BLACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ART BAUMMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CRISTIAN ORIHUELA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 5 people listed · none paid · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SERGIO FERNANDEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARIA BLACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEISHA NEWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CRISTIAN ORIHUELA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 4 people listed · none paid · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID IMBROGNO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAWN AMAT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK ACQUADRO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SERGIO FERNANDEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2012 · 4 people listed · none paid · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAWN AMAT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN AYALA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET WOODARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SERGIO FERNANDEZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $11,693,851 | $0 | $44,680,282 | $44,680,282 | $0 | $11,693,851 | $0 | 0 | 2 |
| 2023 · Form 990 | ||||||||
| $32,859,460 | $31 | $32,986,431 | $32,986,431 | $0 | $32,859,460 | $0 | 0 | 3 |
| 2022 · Form 990 | ||||||||
| $31,238 | $1,027 | $127,002 | $127,002 | $0 | $31,238 | $0 | 0 | 2 |
| 2021 · Form 990 | ||||||||
| $38,112 | $1,098 | $96,791 | $96,791 | $0 | $38,112 | $0 | 0 | 2 |
| 2020 · Form 990 | ||||||||
| $18,772 | $1,065 | $59,777 | $59,777 | $0 | $18,772 | $0 | 0 | 2 |
| 2019 · Form 990 | ||||||||
| $20,978 | $911 | $42,070 | $42,070 | $0 | $20,978 | $0 | 0 | 2 |
| 2018 · Form 990 | ||||||||
| $0 | $38,438 | $22,003 | $22,003 | $0 | $0 | $0 | 0 | 2 |
| 2017 · Form 990 | ||||||||
| $50,020 | $46,470 | $60,441 | $60,441 | $0 | $46,907 | $0 | 0 | 2 |
| 2016 · Form 990 | ||||||||
| $32,893 | $7,445 | $56,891 | $56,891 | $0 | $28,653 | $0 | 0 | 5 |
| 2015 · Form 990 | ||||||||
| $27,920 | $5,277 | $31,443 | $31,443 | $0 | $27,658 | $0 | 0 | 5 |
| 2014 · Form 990 | ||||||||
| $3,126 | $13,511 | $8,800 | $8,800 | $0 | $2,365 | $0 | 0 | 4 |
| 2013 · Form 990 | ||||||||
| $2,492 | $4,223 | $1,101 | $1,101 | $0 | $2,492 | $0 | 0 | 4 |
| 2012 · Form 990 | ||||||||
| $16,624 | $122,699 | $2,832 | $2,832 | $0 | $16,606 | $0 | 0 | 4 |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND | FL | Y43 | $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 TR | FL | Y43 | $7,971,215 | $8,879,952 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| MIAMI BEACH FIREFIGHTERS LOCAL 1510 INS TR FUND | FL | Y43 | $13,967,115 | $12,752,332 | PRESIDENT | $75,498 | Same NTEE code Y43, revenue within 2x, same state |
| BCBSF VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION | FL | Y43 | $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 AGREEMENT | FL | Y43 | $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 TRUST | CA | Y43 | $6,628,674 | $6,591,995 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UA LOCAL NO 159 HEALTH AND WELFARE PLAN | CA | Y43 | $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 TRUST | IN | Y43 | $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 TRUST | HI | Y43 | $8,610,552 | $7,041,969 | MANAGEMENT TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Same NTEE code Y43, revenue within 2x |
| COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLAN | MI | Y43 | $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 TRUST | PA | Y43 | $7,543,147 | $3,949,683 | INSTITUTIONAL TRUSTEE | $7,500 | Same NTEE code Y43, revenue within 2x |
| OMAHA FIREFIGHTERS HEALTHCARE TRUST | NE | Y43 | $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 PLAN | MA | Y43 | $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 TR | TX | Y43 | $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 TRUST | MA | Y43 | $20,448,420 | $22,526,851 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| ALTON IBEW-NECA HEALTH & WELFARE PL | MO | Y43 | $6,497,581 | $5,742,110 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x |
| WECA HEALTH AND WELFARE TRUST | CA | Y43 | $7,658,733 | $8,639,524 | EXECUTIVE DIRECTOR | $185,532 | Same NTEE code Y43, revenue within 2x, similar name |
| CN ENTERPRISES HEALTH PLAN TR | OK | Y43 | $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 FUND | MO | Y43 | $17,113,333 | $14,273,944 | SECRETARY | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND | CA | Y43 | $9,069,744 | $9,027,650 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x |
| NORTHWEST MARINE TRADE ASSOCIATION HEALTH TRUST | WA | Y43 | $15,140,111 | $15,035,681 | CHAIRMAN | $229,170 | Same NTEE code Y43, revenue within 2x, similar mission |
| CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND | AZ | Y43 | $10,211,124 | $10,349,242 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST | CA | Y43 | $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 TR | KY | Y43 | $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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | 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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $31 | - | - | - | 100.0% | |
| Total | $31 | 100% |
2022 · Form 990 · $1,027 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $1,027 | - | - | - | 100.0% | |
| Total | $1,027 | 100% |
2021 · Form 990 · $1,098 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $1,098 | - | - | - | 100.0% | |
| Total | $1,098 | 100% |
2020 · Form 990 · $1,065 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $1,065 | - | - | - | 100.0% | |
| Total | $1,065 | 100% |
2019 · Form 990 · $911 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $911 | - | - | - | 100.0% | |
| Total | $911 | 100% |
2018 · Form 990 · $38,438 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $37,500 | - | - | - | 97.6% | |
| Office expenses | $938 | - | - | - | 2.4% | |
| Total | $38,438 | 100% |
2017 · Form 990 · $46,470 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $45,170 | - | - | - | 97.2% | |
| Office expenses | $1,300 | - | - | - | 2.8% | |
| Total | $46,470 | 100% |
2016 · Form 990 · $7,445 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $6,150 | - | - | - | 82.6% | |
| Office expenses | $1,295 | - | - | - | 17.4% | |
| Total | $7,445 | 100% |
2015 · Form 990 · $5,277 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $3,925 | - | - | - | 74.4% | |
| Office expenses | $1,352 | - | - | - | 25.6% | |
| Total | $5,277 | 100% |
2014 · Form 990 · $13,511 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $11,725 | - | - | - | 86.8% | |
| Office expenses | $1,786 | - | - | - | 13.2% | |
| Total | $13,511 | 100% |
2013 · Form 990 · $4,223 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Office expenses | $4,223 | - | - | - | 100.0% | |
| Total | $4,223 | 100% |
2012 · Form 990 · $122,699 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $101,875 | - | - | - | 83.0% | |
| Fees: legal | $16,651 | - | - | - | 13.6% | |
| Office expenses | $4,173 | - | - | - | 3.4% | |
| Total | $122,699 | 100% |