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CEMENT AND CONCRETE WORKERS DC WELFARE FUND

BAYSIDE, NY · EIN 135542693 · Form 990 · FY2024 · NTEE J40Z · Employment · Large ($10M-$50M) · ccwbf.org
revenue
$31.7M
expenses
$39.6M
net assets
$62.4M
employees
11
mission · from form 990

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

profile · synthesized from sources

Health and welfare benefits provider for cement and concrete workers in New York City. Offers medical, dental, vision, prescription, annuity, and short-term disability benefits funded entirely by employer contributions under collective bargaining agreements. Also administers a scholarship program for dependents of eligible participants. Based in Bayside, NY, serving union workers across the five boroughs.

named programs · 5 · from sources

What they call their work

Annuity Fund
Retirement savings plan with employer contributions; participants direct investments and may borrow or withdraw under certain conditions.
Hardship Withdrawal Program
Allows participants to request withdrawals for financial hardships such as eviction prevention, up to $7,500 once per twelve months.
Paid Family Leave
Provides income replacement for eligible participants taking time off for family care responsibilities.
Scholarship Program
Offers $7,500 annual scholarships to dependent children of eligible fund participants pursuing associate or bachelor’s degrees.
Welfare Fund Benefits
Provides health, dental, vision, prescription, and short-term disability benefits to eligible union workers and dependents.
activities · 3 groups

What they do

  • Union and Association Benefit Funds 4 activities
    • Administers health and welfare benefits for cement and concrete workers
      Provides comprehensive health benefits to eligible participants, including access to Empire BlueCross/BlueShield health insurance, prescription drug coverage through Sav-Rx, dental benefits via CIGNA, vision care through General Vision, and diagnostic imaging services via Inner Imaging. Also offers confidential 24/7 substance abuse assessment and referral services.
    • Facilitates secure and efficient benefit payments
      Offers direct deposit as a method for beneficiaries to receive payments, reducing the risk of lost checks and eliminating the need for in-person bank visits. Requires beneficiaries to submit address changes to maintain accurate contact information.
    • Manages annuity and retirement benefits for participants
      Administers a retirement plan established under a trust agreement from 1954 and amended in 2012, enrolling employees upon employer contribution under collective bargaining agreements. Ensures 100% vesting in participant accounts, allows borrowing and withdrawals under specified conditions, and distributes account balances upon retirement or cessation of covered employment with options to transfer to an IRA or defer distribution. Services are administered in partnership with John Hancock.
    • Operates fully employer-financed benefits program
      Provides a benefits program fully funded by employer contributions, with no required payments from employees.
  • Local High School Scholarship Programs 1 activity
    • Funds annual scholarships for dependent children of eligible participants
      Awards ten $7,500 scholarships annually to dependent children of eligible participants for undergraduate studies.
  • Emergency Rental Assistance and Eviction Prevention 1 activity
    • Provides financial hardship withdrawal assistance to prevent eviction
      Offers hardship withdrawals of up to $7,500 to eligible participants to prevent eviction from their principal residence, available once every twelve months.
financials · form 990 · fy2024
revenue
Total revenue$31.73M
Contributions & grants$00%
Program service revenue$20.24M64%
Investment income$11.28M36%
Other revenue$214K
expenses
Total expenses$39.58M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$1.31M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$70.04M
Cash$8.76M
Investments$54.75M
Liabilities$7.69M
Net assets$62.35M
Liquid reserves19.3 mo
4 years on record · 2020–2024 · YoY revenue +22.5%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 3
NameTitleHours/wkCompensation
ABBY KAPLAN INTERIM FD ADMIN- THRU 7/2024 9 $233K
ALEXA ARTALE EMPLOYEE 13 $193K
CHRISTINA MADERICH FUND ADMINISTRATOR- EFF 5/2024 9 $164K
board members · 9
  • ANGELO ANGELONE — UNION TRUSTEE
  • ANTHONY AMELLA — UNION TRUSTEE
  • BRIAN DALUISE — UNION TRUSTEE- EFF 5/2024
  • ERIC LEE — EMPLOYER TRUSTEE
  • JOHN PETERS — UNION TRUSTEE- THRU 5/2024
  • JOSEPH MITRIONE — EMPLOYER TRUSTEE
  • KEVIN O'BRIEN — EMPLOYER TRUSTEE
  • KIERAN O'SULLIVAN — UNION TRUSTEE
  • MICHAEL SALGO — EMPLOYER TRUSTEE
relationships · 24

Who they work with

  • ASSOCIATION OF CONCRETE CONTRACTORS (ACCNY) Partner — Contracting association contributing to fringe benefit funds for the 2023-2024, 2024-2025, and 2025-2026 plan years
  • BUILDING CONTRACTORS ASSOCIATION (BCA) Partner — Contracting association contributing to fringe benefit funds for the 2023-2024, 2024-2025, and 2025-2026 plan years
  • CIGNA Partner — Dental benefits administrator for fund participants.
  • Care Plus Solutions Partner — Provider of confidential employee assistance programs including substance abuse support.
  • Cement & Concrete Workers District Council Network — Administers the scholarship fund for dependent children of its participants.
  • Cement & Concrete Workers District Council Network — Part of a district council fringe benefit funds structure providing welfare benefits to union workers.
  • Empire Blue Cross Government — Fund's third-party administrator that maintains and updates machine-readable files for transparency in coverage.
  • Empire BlueCross/BlueShield Partner — Health insurance provider offering medical coverage to fund members.
  • General Vision Partner — Vision care benefits provider offering eye exams and corrective lenses.
  • Gorlick, Kravitz & Listhaus, P.C. Partner — Funds' Co-Counsel
  • Horizon Actuarial Services, LLP Partner — Funds' Actuary
  • INDEPENDENT CONTRACTORS Partner — Contracting entity contributing to fringe benefit funds for the 2023-2024, 2024-2025, and 2025-2026 plan years
  • Inner Imaging Partner — Provider of diagnostic imaging services for members.
  • John Hancock Partner — Administrative and technology partner providing retirement account management services and the retirement app for plan participants.
  • John Hancock Retirement Plan Services Partner — Administrator of retirement savings plans for union workers.
  • Laborers' International Union of North America Network — Affiliate union representing workers in construction and other industries.
  • Laborers' International Union of North America Partner — CEMENT AND CONCRETE WORKERS DC is an affiliate of LIUNA, which represents over 800,000 workers in construction and other industries
  • Laborers' Local 18A Concrete Workers Partner — Local union representing cement and concrete workers in Bronx, Kings, New York, Queens, and Richmond counties
  • Laborers' Local 20 Concrete Workers Partner — Local union representing cement and concrete workers in Bronx, Kings, New York, Queens, and Richmond counties
  • Laborers' Local 6A Concrete Workers Partner — Local union representing cement and concrete workers in Bronx, Kings, New York, Queens, and Richmond counties
  • Proskauer Partner — Funds' Co-Counsel
  • Sav-Rx Partner — Pharmacy benefits manager providing prescription drug services.
  • Schultheis and Panettieri, LLP Partner — Fund's Accountant
  • THE CEMENT LEAGUE Partner — Contracting entity contributing to fringe benefit funds for the 2023-2024, 2024-2025, and 2025-2026 plan years
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Employer-Funded Benefits to Eliminate Worker Cost Barriers
    methodology: employer-funded_benefits
    By funding employee benefits entirely through employer contributions, the fund removes financial barriers for workers, increasing equitable access to health, pension, and welfare benefits regardless of individual financial capacity.
  • Immediate 100% Vesting for Financial Security
    methodology: immediate_100%_vesting
    By ensuring immediate and full ownership of account balances, the fund increases participant trust and financial security, which enhances perceived value and engagement with the benefits plan.
  • Participant-Directed Investment Choice Model
    methodology: participant-directed_investing
    By allowing participants to direct their own investments through a range of options, the fund promotes autonomy and personal financial responsibility, which supports higher engagement and tailored long-term outcomes.