Sergents Benevolent ASSN Health & Welfare Fund

501(c)

DBA: % DENNIS OSTERMANN

Other · NEW YORK, NY · EIN 13-3704948

To provide supplemental health benefits to covered members and their dependents.

In care of Dennis Ostermann

Donations are NOT tax-deductible

FY ending 2023-06-30

Revenue

$21.5M

Expenses

$23.7M

Assets

$54.9M

Liabilities

$10.4M

$28.4M$14.2M$0

1617181920212223

RevenueExpenses

Latest FY2023: $21.5M · Peak FY2022: $28.4M · Avg: $24.0M

SERGENTS BENEVOLENT ASSN HEALTH & WELFARE FUND

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35 Worth ST

New YORK, NY, 10013-293

Voting board members7

Independent members0

Conflict-of-interest policyNo

Whistleblower policyNo

Doc-retention policyNo

Audit committeeYes

990 reviewed by boardYes

Severance paymentsNo

Equity-based compNo

Supplemental retirement planNo

Board approved compYes

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

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