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LOCAL 364 HEALTH & WELFARE TRUST FUND

Cite this

Plain text LOCAL 364 HEALTH & WELFARE TRUST FUND. Strategy Studio, nonprofit organization profile, tax years 2009–2023. https://strategystudio.org/org/237297347. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). LOCAL 364 HEALTH & WELFARE TRUST FUND [Nonprofit organization profile; tax years 2009–2023]. Retrieved October 19, 2026, from https://strategystudio.org/org/237297347

MLA “LOCAL 364 HEALTH & WELFARE TRUST FUND.” Strategy Studio, tax years 2009–2023, https://strategystudio.org/org/237297347. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2009–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990 · revenue $306K · expenses $188K · assets $414K

Also known as
LOCAL 36448 HEALTH & WELFARE TRUST
EIN
23-7297347
Address
855 CARROLL ST, AKRON, OH 44305-2437
NTEE code
-
Subsection
501(c)(9)
Ruling year
1973
Cross-check
ProPublica Nonprofit Explorer

Mission

PAYMENTS OF HOSPITALIZATION AND DENTAL PREMIUMS TO PRIMARY CARRIERS

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 9 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

9 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
Joseph Schreiber TREASURER2009-2023 Not reported $0 reported 2
Tim Bennett EMPLOYEE TRU2009-2023 Not reported $0 reported 3
Jesse Feister ADMINISTRATO2009-2023 Not reported $0 reported 2
Gregg Mervis EMPLOYER TRU2011-2023 Not reported $0 reported 1
Jarrod Haitzler (former) UNION T2013-2019 Not reported $0 reported 1
Susan Hamo Jkc (former) EMPLYR TTEE(2009-2019 Not reported $0 reported 1
Gordon Taylor (former) ADMIN (364)2009-2019 Not reported $0 reported 1
Donald Miles (former) Union Ttee(364)2009-2012 0 $0 reported 1
Jeff Rinehart co Cinema 8 (former) Mgmt Ttee (364)2009-2012 0 $0 reported 1

People by year

2023 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM BENNETT EMPLOYEE TRU- $0$0$0 $03
JESSE FEISTER ADMINISTRATO- $0$0$0 $02
GREGG MERVIS EMPLOYER TRU- $0$0$0 $01
JOSEPH SCHREIBER TREASURER- $0$0$0 $02
2022 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM BENNETT EMPLOYEE TRU1 $0$0$0 $03
JESSE FEISTER ADMINISTRATO1 $0$0$0 $02
GREGG MERVIS EMPLOYER TRU1 $0$0$0 $01
JOSEPH SCHREIBER TREASURER1 $0$0$0 $02
2021 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS EMPLR TTEE (- $0$0$0 $01
TIM BENNETT EMPLEE TTEE- $0$0$0 $03
JESSE FEISTER ADMIN (48)- $0$0$0 $02
JOSEPH SCHREIBER TREAS EMPLEE- $0$0$0 $02
2020 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS EMPLR TTEE (- $0$0$0 $01
TIM BENNETT EMPLEE TTEE- $0$0$0 $03
JESSE FEISTER ADMIN (48)- $0$0$0 $02
JOSEPH SCHREIBER TREAS EMPLEE- $0$0$0 $02
2019 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS MGMT TTEE (4- $0$0$0 $01
TIM BENNETT UNION T- $0$0$0 $03
JESSE FEISTER ADMIN (48)- $0$0$0 $02
JARROD HAITZLER UNION T- $0$0$0 $01
SUSAN HAMO JKC EMPLYR TTEE(- $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)- $0$0$0 $02
GORDON TAYLOR ADMIN (364)- $0$0$0 $01
2017 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS MGMT TTEE (40 $0$0$0 $01
SUSAN HAMO JKC EMPLYR TTEE(0 $0$0$0 $01
GORDON TAYLOR ADMIN (364)1 $0$0$0 $01
JARROD HAITZLER UNION T0 $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)1 $0$0$0 $02
JESSE FEISTER ADMIN (48)1 $0$0$0 $02
TIM BENNETT UNION T0 $0$0$0 $03
2016 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS MGMT TTEE (4- $0$0$0 $01
JARROD HAITZLER UNION T- $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)- $0$0$0 $02
JESSE FEISTER ADMIN (48)- $0$0$0 $02
TIM BENNETT UNION T- $0$0$0 $03
2015 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS MGMT TTEE (4- $0$0$0 $01
JARROD HAITZLER UNION T- $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)- $0$0$0 $02
JESSE FEISTER ADMIN (48)- $0$0$0 $02
TIM BENNETT UNION T- $0$0$0 $03
2014 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS MGMT TTEE (4- $0$0$0 $01
JARROD HAITZLER UNION T- $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)- $0$0$0 $02
JESSE FEISTER ADMIN (48)- $0$0$0 $02
TIM BENNETT UNION T- $0$0$0 $03
2013 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGG MERVIS EMPLYR TTEE(- $0$0$0 $01
JARROD HAITZLER UNION T- $0$0$0 $01
JOSEPH SCHREIBER TREAS. (48)- $0$0$0 $02
JESSE FEISTER ADMIN (48)- $0$0$0 $02
TIM BENNETT UNION T- $0$0$0 $03
2012 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tim Bennett Union T0 $0$0$0 $03
Jesse Feister Admin (48)0 $0$0$0 $02
Joseph Schreiber Treas. (48)0 $0$0$0 $02
Donald Miles Union Ttee(364)0 $0$0$0 $01
Gordon Taylor Admin (364)0 $0$0$0 $01
Susan Hamo JKC Emplyr Ttee(48)0 $0$0$0 $01
Jeff Rinehart co Cinema 8 Mgmt Ttee (364)0 $0$0$0 $01
2011 · 4 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tim Bennett Union T0 $0$0$0 $03
Jesse Feister Admin (48)0 $0$0$0 $02
Joseph Schreiber Treas. (48)0 $0$0$0 $02
Gregg Mervis Emplyr Ttee(48)0 $0$0$0 $01
2010 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tim Bennett Union T0 $0$0$0 $03
Susan Hamo JKC Emplyr Ttee(48)0 $0$0$0 $01
Joseph Schreiber Treas. (48)0 $0$0$0 $02
Jesse Feister Admin (48)0 $0$0$0 $02
Jeff Rinehart co Cinema 8 Mgmt Ttee (364)0 $0$0$0 $01
Gordon Taylor Admin (364)0 $0$0$0 $01
Donald Miles Union Ttee(364)0 $0$0$0 $01
2009 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tim Bennett Union T0 $0$0$0 $03
Susan Hamo JKC Emplyr Ttee(48)0 $0$0$0 $01
Joseph Schreiber Treas. (48)0 $0$0$0 $02
Jesse Feister Admin (48)0 $0$0$0 $02
Jeff Rinehart co Cinema 8 Mgmt Ttee (364)0 $0$0$0 $01
Gordon Taylor Admin (364)0 $0$0$0 $01
Donald Miles Union Ttee(364)0 $0$0$0 $01

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
2023 · Form 990 period ending 2024-10-31 · view filing · original 990 ↗
$306,263$188,306 $414,149$414,099 $0$306,262 -0-
2022 · Form 990 period ending 2023-10-31 · view filing · original 990 ↗
$288,237$175,670 $296,192$296,142 $0$288,236 -0-
2021 · Form 990 period ending 2022-10-31 · view filing · original 990 ↗
$272,260$167,699 $183,626$183,575 $0$272,259 -0-
2020 · Form 990 period ending 2021-10-31 · view filing · original 990 ↗
$131,304$165,079 $79,064$79,014 $0$131,303 -0-
2019 · Form 990 period ending 2020-10-31 · view filing · original 990 ↗
$117,506$195,591 $112,789$112,789 $0$117,505 -0-
2017 · Form 990 period ending 2018-10-31 · view filing · original 990 ↗
$220,260$214,464 $195,845$195,845 $0$220,259 -0-
2016 · Form 990 period ending 2017-10-31 · view filing · original 990 ↗
$242,958$178,890 $190,049$190,049 $0$242,957 -0-
2015 · Form 990 period ending 2016-10-31 · view filing · original 990 ↗
$183,749$163,573 $125,981$125,981 $0$183,748 -0-
2014 · Form 990 period ending 2015-10-31 · view filing · original 990 ↗
$168,596$163,643 $105,805$105,805 $0$168,595 -0-
2013 · Form 990 period ending 2014-10-31 · view filing · original 990 ↗
$151,282$198,242 $100,852$100,852 $0$151,281 -0-
2012 · Form 990 period ending 2013-10-31 · view filing · original 990 ↗
$140,693$154,485 $147,812$147,812 $0$140,692 $00-
2011 · Form 990 period ending 2012-10-31 · view filing · original 990 ↗
$122,992$103,491 $161,604$161,604 $0$122,991 $00-
2010 · Form 990 period ending 2011-10-31 · view filing · original 990 ↗
$122,475$96,448 $142,103$142,103 $0$122,470 $00-
2009 · Form 990 period ending 2010-10-31 · view filing · original 990 ↗
$130,062$97,294 $116,076$116,076 $0$130,056 $00-

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
LOCAL 237 ISLIP HEALTH & WELFARE TRUST FUNDNYNot reported $304,003$252,747 CONTROLLER$256,976 Similar name, revenue within 2x
LOCAL 803 HEALTH AND WELFARE FUNDNYNot reported $206,878$234,659 FUND MANAGER$93,346 Similar name, revenue within 2x
TEAMSTERS LOCAL 77 HEALTH & WELFARE FUNDNJY43 $515,888$509,507 TRUSTEE$0 Similar name, revenue within 2x
LOCAL 306 I A T S E HEALTH & WELFARE FUNDNYNot reported $154,550$147,707 TRUSTEE$0 Similar name, revenue within 2x
AFSCME LOCAL 590 HEALTH AND WELFARE FUNDNJNot reported $493,755$297,701 TRUSTEE$3,884 Similar name, revenue within 2x
OM HEALTH & WELFARE FUNDPANot reported $171,534$267,040 COMMITTEE MEMBER$0 Similar name, revenue within 2x
LOCAL 952 IBEW HEALTH TRUST FUNDCANot reported $580,989$580,989 TRUSTEE$0 Similar name, revenue within 2x
LOCAL 365 UAW WELFARE FUNDNJNot reported $321,090$461,853 EMPLOYER TRUSTEE$0 Similar name, revenue within 2x
UAPP LOCAL UNION 823 HEALTH & WELFARE FUNDTXNot reported $271,614$1,618,786 TRUSTEE$0 Similar name, revenue within 2x
LOCAL 237 TEAMSTERS-TOWN OF BABYLON HEALTH & WELFARE TRUST FUNDNYNot reported $375,614$373,495 CONTROLLER$256,292 Similar name, revenue within 2x
TEAMSTER LOCAL UNION 331 HEALTH & WELFARE TRUSTNJNot reported $168,364$237,231 TRUSTEE$175,687 Similar name, revenue within 2x
HEALTH & WELFARE FUND OF TEAMSTERS LOCALOHNot reported $1,148,734$1,424,623 CHAIRMAN / TRUSTEE$0 Similar name, revenue within 5x, same state
LOCAL 106 HEALTH & WELFARE FUND TRUSTILNot reported $836,917$835,179 TRUSTEE$226,228 Similar name, revenue within 5x
Local 1253 Health & Welfare FundCTNot reported $1,522,173$61,195 Trustee$1,433 Similar name, revenue within 5x
IBEW LOCAL 1392 HEALTH & WELFARE FUNDMINot reported $811,487$807,604 TRUSTEE$0 Similar name, revenue within 5x
CWA LOCAL 1183 HEALTH & WELFARE FUNDNYNot reported $1,259,542$859,583 Trustee$0 Similar name, revenue within 5x
HEALTH & WELFARE FUND-485MDNot reported $737,174$1,072,204 Fmr. Trustee$0 Similar name, revenue within 5x
IRON WORKERS LOCAL 568 HEALTH & WELFARE FUNDMDNot reported $1,309,502$980,349 TRUSTEE$151,766 Similar name, revenue within 5x
I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUNDCANot reported $1,506,747$1,648,455 TRUSTEE$0 Similar name, revenue within 5x
UAW LOCAL 241 HEALTH AND WELFARE FUNDMNY43 $1,106,585$1,026,591 TRUSTEE$0 Similar name, revenue within 5x
PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUSTNENot reported $1,150,826$1,445,348 CHAIRMAN$0 Similar name, revenue within 5x
TROOP B HEALTH & WELFARE FUNDNJS12 $99,283$43,324 TRUSTEE$0 Similar name, revenue within 5x
LOCAL 837 HEALTH & WELFARE FUNDPANot reported $1,791,548$1,992,479 Administrator$349,549 Similar name, revenue within 10x
U A LOCAL NO 355 HEALTH & WELFARE TRUST FUNDCANot reported $2,279,956$2,213,401 TRUSTEE$0 Similar name, revenue within 10x
LOCAL 73 HEALTH & WELFARE FUNDNYNot reported $2,569,619$2,136,540 PLAN ADMINSTRATOR$124,910 Similar name, revenue within 10x

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
ROBERT & MARY JANE HEKEMIAN FOUNDATION INC Private foundation$10,0002 12023–2024 TROOP B HEALTH & WELFARE FUND

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 · $188,306 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $178,982$178,982-- 95.0%
Fees: accounting $5,500-$5,500- 2.9%
Insurance $2,463-$2,463- 1.3%
Fees: legal $1,361-$1,361- 0.7%
Total$188,306100%

View the filing

2022 · Form 990 · $175,670 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $170,949$170,949-- 97.3%
Insurance $2,504-$2,504- 1.4%
Fees: legal $2,187-$2,187- 1.2%
Other (as described)BANK FEES $30-$30- 0.0%
Total$175,670100%

View the filing

2021 · Form 990 · $167,699 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $165,938$165,938-- 98.9%
Fees: accounting $850-$850- 0.5%
Insurance $692-$692- 0.4%
Fees: legal $195-$195- 0.1%
Other (as described)BANK CHARGES $24-$24- 0.0%
Total$167,699100%

View the filing

2020 · Form 990 · $165,079 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $163,341$163,341-- 98.9%
Fees: accounting $850-$850- 0.5%
Insurance $692-$692- 0.4%
Fees: legal $172-$172- 0.1%
Other (as described)BANK CHARGES $24-$24- 0.0%
Total$165,079100%

View the filing

2019 · Form 990 · $195,591 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $190,974$190,974-- 97.6%
Fees: legal $2,476-$2,476- 1.3%
Insurance $1,267-$1,267- 0.6%
Fees: accounting $850-$850- 0.4%
Other (as described)BANK CHARGES $24-$24- 0.0%
Total$195,591100%

View the filing

2017 · Form 990 · $214,464 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $210,874$210,874-- 98.3%
Insurance $1,685-$1,685- 0.8%
Fees: legal $1,031-$1,031- 0.5%
Fees: accounting $850-$850- 0.4%
Other (as described)BANK CHARGES $24-$24- 0.0%
Total$214,464100%

View the filing

2016 · Form 990 · $178,890 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $175,928$175,928-- 98.3%
Insurance $1,409-$1,409- 0.8%
Fees: accounting $800-$800- 0.4%
Fees: legal $741-$741- 0.4%
Other (as described)BANK CHARGES $12-$12- 0.0%
Total$178,890100%

View the filing

2015 · Form 990 · $163,573 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $159,887$159,887-- 97.7%
Insurance $1,487-$1,487- 0.9%
Fees: legal $1,224-$1,224- 0.7%
Fees: accounting $800-$800- 0.5%
Office expenses $175-$175- 0.1%
Total$163,573100%

View the filing

2014 · Form 990 · $163,643 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $160,329$160,329-- 98.0%
Insurance $1,412-$1,412- 0.9%
Fees: legal $1,102-$1,102- 0.7%
Fees: accounting $800-$800- 0.5%
Total$163,643100%

View the filing

2013 · Form 990 · $198,242 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $194,664$194,664-- 98.2%
Fees: legal $1,724-$1,724- 0.9%
Insurance $1,052-$1,052- 0.5%
Fees: accounting $800-$800- 0.4%
Fees: other services $2-$2- 0.0%
Total$198,242100%

View the filing

2012 · Form 990 · $154,485 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $153,299$153,299-- 99.2%
Fees: accounting $790-$790- 0.5%
Other (as described)Postage and Shipping $326-$326- 0.2%
Office expenses $40-$40- 0.0%
Fees: legal $30-$30- 0.0%
Total$154,485100%

View the filing

2011 · Form 990 · $103,491 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $102,046$102,046-- 98.6%
Fees: accounting $790-$790- 0.8%
Fees: legal $526-$526- 0.5%
Office expenses $126-$126- 0.1%
Other (as described)Bank Charges $3-$3- 0.0%
Total$103,491100%

View the filing

2010 · Form 990 · $96,448 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $93,104$93,104-- 96.5%
Fees: legal $2,145-$2,145- 2.2%
Fees: accounting $750-$750- 0.8%
Fees: management $400-$400- 0.4%
Other (as described)Bank Charges $49-$49- 0.1%
Total$96,448100%

View the filing

2009 · Form 990 · $97,294 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $96,544$96,544-- 99.2%
Fees: accounting $750-$750- 0.8%
Total$97,294100%

View the filing