#112 of 500 · Member & Benefit Funds

Teamsters Western Region And New Jersey Health Care Fund

EIN 86-6052021 · AZ · NTEE n/a · Form 990, fiscal 2023

A jointly administered Taft-Hartley employee benefit trust established after the 2013 IBT-UPS master contract. It provides health care benefits—including medical, hospitalization, and related coverage through PPO and HMO options—to roughly 40,000 UPS Teamster members and their families across 11 western states plus New Jersey Local 177. It is governed by a board of union and company trustees and administered by a third-party administrator.

Financials, fiscal 2023

Revenue

$1.29B

Expenses

$874.7M

Total assets

$3.46B

Net assets

$3.36B

Operating margin

32.0%

1-year growth

5.0%

5-year growth (CAGR)

9.2%

Reserve (years of spending)

46.1

Contributions share

n/a

Programme spending

87.6%

Fundraising cost

n/a

Executive pay share

0.00%

Employees

n/a

Revenue per employee

n/a

Grants paid

n/a

Years filing

69

NFP Health Score: 83 / 100

Financial 70 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Revenue history