SMART - TD HEALTH AND WELFARE PLAN

EIN: 522174651 Mutual Benefit

Arlington, VA

Total Revenue
$792,398,664
Total Expenses
$616,075,559
Total Assets
$341,211,885
Net Assets
$339,632,723
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
VA
Principal Officer
Jeff Rodgers Jeremy Ferguson
Phone
5713367600
Tax Period
2023-01-01 to 2023-12-31

NATIONAL RAILWAY CARRIERS & UNITED TRANSPORTATION UNION HLTH & WELFARE PLAN, founded in 2000, is a major nonprofit in the Mutual Benefit sector that reported $444.5M in total revenue in fiscal year 2020. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $544.3M exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE EMPLOYEE WELFARE BENEFITS PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $784,440,636
Investment Income $7,591,169
Other Revenue $366,859
TOTAL REVENUE $792,398,664

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $34,312,916
TOTAL EXPENSES $616,075,559

Year-over-Year Comparison

2023 2022 Change
Revenue $792,398,664 $606,260,431 +0.3%
Expenses $616,075,559 $577,873,251 +0.1%
Net Income $176,323,105 $28,387,180 +5.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
2
Independent Members
2
Employees
N/A
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
9
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brendan Branon Chairman - NCCC 2.0
Director
$0 $0 $0
Jeremy Ferguson Chairman - H&W Committee 2.0
Director
$0 $0 $0
Jacob McCahill Comm Mbr-NCCC 1/1 to 4/14/23 1.0
Officer
$0 $0 $0
Rob Karov Comm Mbr-NCCC 1/1 to 10/19/23 1.0
Officer
$0 $0 $0
Wai Wong Comm Mbr - NCCC 1.0
Officer
$0 $0 $0
Maquiling Parkerson Comm Mbr-NCCC 1.0
Officer
$0 $0 $0
Jeff Wall Comm MBr - NCCC 1.0
Officer
$0 $0 $0
Thomas Sullivan Comm Mbr - nccc 1.0
Officer
$0 $0 $0
Jeff Brandow Comm Mbr - H&W Committee 1.0
Officer
$0 $0 $0
Matt Dolin Comm Mbr - H&W committee 1.0
Officer
$0 $0 $0
Sam Macedonio Comm Mbr-NCCC10/19 TO 12/31/23 1.0
Officer
$0 $0 $0
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 $792,398,664 $616,075,559 $341,211,885 $176,323,105
2022 $606,260,431 $577,873,251 $164,614,817 $28,387,180
2021 $500,082,004 $545,393,558 $135,864,986 $-45,311,554
2020 $444,507,304 $544,268,688 $181,105,399 $-99,761,384
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