AMERICAN POSTAL WORKERS UNION AFL CIO HEALTH

EIN: 520940594

ELKRIDGE, MD

Total Revenue
$1,288,032,468
Total Expenses
$1,288,443,673
Total Assets
$418,890,774
Net Assets
$219,549,517
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MD
Principal Officer
SARAH RODRIGUEZ
Phone
4104241500
Tax Period
2023-01-01 to 2023-12-31

AMERICAN POSTAL WORKERS UNION AFL CIO HEALTH, founded in 1972, is a large national nonprofit that reported $1.3B in total revenue in fiscal year 2023.

Mission

TO PROVIDE HIGH QUALITY, COMPETITIVE HEALTH BENEFIT PRODUCTS AND SERVICES TO THE MEMBERS OF THE AMERICAN POSTAL WORKERS UNION HEALTH PLAN.

Program Service Accomplishments

Program 1

High Option Plan: Our fee-for-service plans offer services through PPO networks.This means that certain hospitals and other health care providers are "preferred providers". When you use our network...

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High Option Plan: Our fee-for-service plans offer services through PPO networks.This means that certain hospitals and other health care providers are "preferred providers". When you use our network providers, you will receive covered services at reduced cost. APWU Health Plan is solely responsible for the selection of PPO providers in your area.

Program 2

Consumer Driven Option Preventive benefits: This component provides first dollar coverage for specified preventive care for adults and children if you use a network provider. Personal Care Account...

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Consumer Driven Option Preventive benefits: This component provides first dollar coverage for specified preventive care for adults and children if you use a network provider. Personal Care Account (PCA): This component is used first to provide first dollar coverage for covered medical, dental and vision care services until the account balance is exhausted. Traditional benefits: After you have used up your Personal Care Account and satisfied a Member Responsibility, the Plan starts paying benefits under the Traditional Health Coverage.

Program 3

Conversion Plan: Provides catastrophic insurance coverage for people who are no longer eligible to participate in the FEHB program.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,280,577,875
Investment Income $7,405,801
Other Revenue $48,792
TOTAL REVENUE $1,288,032,468

Expense Breakdown

Grants Paid $0
Salaries & Benefits $32,111,344
Fundraising Expenses $0
Other Expenses $61,909,472
TOTAL EXPENSES $1,288,443,673

Year-over-Year Comparison

2023 2022 Change
Revenue $1,288,032,468 $1,230,256,328 +0.0%
Expenses $1,288,443,673 $1,319,908,586 0.0%
Net Income $-411,205 $-89,652,258 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
N/A
Employees
238
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,764,361
Total Directors
14
$2,401,325
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Carroll E Midgett PLAN ADMIN, RETIRED 9/2023 40.0
Officer
$269,314 $62,297 $331,611
Matthew Grayson DIV. MNGR., INFORMATION TECH 40.0
Officer
$215,105 $74,565 $289,670
TIMOTHY ERWIN DIVISION MGR., FINANCIAL 40.0
Officer
$194,853 $87,465 $282,318
Kimberly Farrell DIVISION MANAGER, CLAIMS 40.0
Officer
$213,436 $64,369 $277,805
Ingrid Bricker Manager, Application Dvlpmt 40.0
Highest
$204,471 $55,013 $259,484
Richard Myers Network Engineer 40.0
Highest
$190,019 $57,544 $247,563
Wayne Setzer Manager, Human Resources 40.0
Highest
$181,767 $54,335 $236,102
RANDY GRIFFIN PLAN ADMIN, EFFECTIVE 9/2023 40.0
Officer
$166,939 $52,357 $219,296
David Van Horn Manager, Infrastructure 40.0
Highest
$184,287 $34,144 $218,431
Roberta Kopas Senior Database Administrator 40.0
Highest
$182,509 $31,545 $214,054
Mark Dimondstein Board Member 1.0
Director
$0 $31,071 $213,840
CHARLIE CASH Director, Industrial Relations 1.0
Director
$0 $42,494 $191,164
ARRION BROWN DIRECTOR, SUPPORT SERVICES DIV 1.0
Director
$0 $42,494 $191,164
Elizabeth Powell SECRETARY 1.0
Officer Director
$0 $27,445 $188,887
Deborah Szeredy Board Member 1.0
Director
$0 $27,445 $188,887
Sarah Rodriguez Director 40.0
Officer Director
$153,930 $20,844 $174,774
IDOWU BALOGUN BOARD MEMBER 1.0
Director
$0 $25,355 $174,503
Michael Foster Board Member 1.0
Director
$0 $25,315 $174,227
Lamont Brooks BOARD MEMBER 1.0
Director
$0 $25,310 $174,191
YARED WONDE COORDINATOR 1.0
Director
$0 $37,251 $163,301
Omar Gonzalez Board Member 1.0
Director
$0 $37,250 $163,300
Arthur Jones Board Member 1.0
Director
$0 $37,250 $163,300
Tiffany Foster Board Member 1.0
Director
$0 $28,691 $154,741
AMY PUHALSKI COORDINATOR 1.0
Director
$0 $14,515 $85,046
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,288,032,468 $1,288,443,673 $418,890,774 $-411,205
2022 $1,230,256,328 $1,319,908,586 $363,080,879 $-89,652,258
2021 $1,260,986,054 $1,351,444,063 $408,744,603 $-90,458,009
2020 $1,275,334,132 $1,193,798,779 $386,735,125 $81,535,353
2019 $1,341,838,391 $1,391,080,082 $407,832,313 $-49,241,691
2018 $1,351,005,425 $1,383,781,575 $408,314,043 $-32,776,150
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