AMEREN MANAGEMENT HEALTH TRUST
Cite this
Plain text AMEREN MANAGEMENT HEALTH TRUST. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/ameren-management-health-trust-043294272. Retrieved 2026-10-24.
APA furp.org. (n.d.). AMEREN MANAGEMENT HEALTH TRUST [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 24, 2026, from https://furp.org/org/ameren-management-health-trust-043294272
MLA “AMEREN MANAGEMENT HEALTH TRUST.” furp.org, tax years 2011–2024, https://furp.org/org/ameren-management-health-trust-043294272. Accessed 24 Oct. 2026.
Retrieved 2026-10-24; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $35.5M · expenses $27.5M · assets $517.9M
- EIN
- 04-3294272
- Address
- PO BOX 66149, SAINT LOUIS, MO 63166-6149
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- November 1997 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDE BENEFITS TO ELIGIBLE MEMBERS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| The Bank Of New York Mellon Institution | Trustee | 2011-2024 | $41,518 | $634,083 | 1456 |
People by year
2024 · 1 person listed · 1 paid, $42K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $41,518 | $0 | $0 | $41,518 | 1456 |
2023 · 1 person listed · 1 paid, $37K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $36,585 | $0 | $0 | $36,585 | 1456 |
2022 · 1 person listed · 1 paid, $24K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $23,614 | $0 | $0 | $23,614 | 1456 |
2021 · 1 person listed · 1 paid, $73K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $73,041 | $0 | $0 | $73,041 | 1456 |
2020 · 1 person listed · 1 paid, $10K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $10,160 | $0 | $0 | $10,160 | 1456 |
2019 · 1 person listed · 1 paid, $39K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $39,313 | $0 | $0 | $39,313 | 1456 |
2018 · 1 person listed · 1 paid, $39K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $39,122 | $0 | $0 | $39,122 | 1456 |
2017 · 1 person listed · 1 paid, $92K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $91,914 | $0 | $0 | $91,914 | 1456 |
2016 · 1 person listed · 1 paid, $20K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $20,468 | $0 | $0 | $20,468 | 1456 |
2015 · 1 person listed · 1 paid, $76K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| The Bank of New York Mellon Institution | Trustee | 0 | $76,216 | $0 | $0 | $76,216 | 1456 |
2014 · 1 person listed · 1 paid, $69K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $68,556 | $0 | $0 | $68,556 | 1456 |
2013 · 1 person listed · 1 paid, $39K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $39,381 | $0 | $0 | $39,381 | 1456 |
2012 · 1 person listed · 1 paid, $38K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $37,817 | $0 | $0 | $37,817 | 1456 |
2011 · 1 person listed · 1 paid, $36K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $36,378 | $0 | $0 | $36,378 | 1456 |
Highest-paid independent contractors
2024 · 4 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $557,451 |
| HEALTHY ALLIANCE LIFE | ST LOUIS, MO | ADMINISTRATION | $491,090 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $477,418 |
| BUSINESSOLVERCOM INC | WEST DES MOINES, IA | INVESTMENT MGMT | $237,793 |
2023 · 4 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE LIFE | ST LOUIS, MO | ADMINISTRATION | $761,011 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $464,736 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $259,717 |
| BUSINESSOLVERCOM INC | WEST DES MOINES, IA | INVESTMENT MGMT | $192,177 |
2022 · 2 contractors · $782K
| Name | Location | Service | Paid |
|---|---|---|---|
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $449,839 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $332,047 |
2021 · 2 contractors · $804K
| Name | Location | Service | Paid |
|---|---|---|---|
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $498,749 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $305,533 |
2020 · 2 contractors · $759K
| Name | Location | Service | Paid |
|---|---|---|---|
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $414,113 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $344,714 |
2019 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Healthy Alliance Life Insurance Co | St Louis, MO | ADMINISTRATION | $402,410 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $391,318 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $301,678 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $172,456 |
2018 · 4 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Healthy Alliance Life Insurance Co | St Louis, MO | ADMINISTRATION | $572,665 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $395,790 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $317,793 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $233,277 |
2017 · 4 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Healthy Alliance Life Insurance Co | St Louis, MO | ADMINISTRATION | $586,668 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $370,686 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $280,120 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $236,152 |
2016 · 4 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| Healthy Alliance Life Insurance Co | St Louis, MO | ADMINISTRATION | $583,799 |
| XEROX CORPORATION | NORWALK, CT | ADMINISTRATION | $416,243 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $344,652 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $247,291 |
2015 · 4 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| Healthy Alliance Life Insurance Co | St Louis, MO | ADMINISTRATION | $610,683 |
| XEROX CORPORATION | NORWALK, CT | ADMINISTRATION | $399,974 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $353,954 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $255,862 |
2014 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| RIGHT CHOICE MANAGED CARE | INDIANAPOLIS, IN | ADMINISTRATION | $1,180,084 |
| XEROX HR SOLUTIONS | NORWALK, CT | ADMINISTRATION | $456,286 |
| NISA INVESTMENT ADVISORS LLC | ST LOUIS, MO | INVESTMENT MGMT | $358,716 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $271,535 |
| EXPRESS SCRIPTS | ST LOUIS, MO | ADMINISTRATION | $105,277 |
2013 · 4 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | ADMINISTRATION | $1,056,985 | |
| XEROX HR SOLUTIONS | ADMINISTRATION | $509,232 | |
| NISA INVESTMENT ADVISORS LLC | INVESTMENT MGMT | $328,868 | |
| NUVEEN ASSET MANAGEMENT LLC | INVESTMENT MGMT | $242,429 |
2012 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | INDIANAPOLIS, IN | ADMINISTRATION | $1,159,928 |
| NISA INVESTMENT ADVISORS LLC | SAINT LOUIS, MO | INVESTMENT MGMT | $280,453 |
| XEROX HR SOLUTIONS | NORWALK, CT | ADMINISTRATION | $252,213 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $234,311 |
| ACS HR SOLUTIONS | DALLAS, TX | ADMINISTRATION | $178,570 |
2011 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | MANSON, OH | ADMINISTRATION | $1,162,624 |
| ACS HR SOLUTIONS | DALLAS, TX | ADMINISTRATION | $442,884 |
| PLIC GROUP | CLIVE, IA | ADMINISTRATION | $434,615 |
| NISA INVESTMENT ADVISORS LLC | SAINT LOUIS, MO | INVESTMENT MGMT | $208,324 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $169,800 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $35,532,132 | $27,469,186 | $517,911,649 | $517,911,649 | $0 | $3,396,675 | $41,518 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $14,482,868 | $24,639,309 | $471,522,158 | $471,522,158 | $0 | $3,335,023 | $36,585 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $13,318,475 | $25,255,921 | $351,759,752 | $351,759,752 | $0 | $3,573,018 | $23,614 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $64,715,607 | $29,420,598 | $434,944,108 | $434,944,108 | $0 | $3,618,782 | $73,041 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $11,719,535 | $21,725,277 | $389,546,513 | $389,546,513 | $0 | $3,529,590 | $10,160 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $17,196,400 | $21,145,210 | $352,784,260 | $352,669,954 | $0 | $3,352,570 | $39,313 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $19,581,124 | $22,369,173 | $302,147,787 | $302,147,787 | $0 | $3,333,063 | $39,122 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $17,718,844 | $22,424,525 | $327,500,439 | $327,500,439 | $0 | $3,521,909 | $91,914 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $16,910,367 | $20,274,968 | $299,761,773 | $299,761,773 | $0 | $3,423,944 | $20,468 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $18,094,775 | $19,383,465 | $296,306,458 | $296,306,458 | $0 | $3,422,753 | $76,216 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $25,182,787 | $23,312,872 | $307,008,788 | $307,008,788 | $0 | $7,874,690 | $68,556 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $24,295,620 | $20,409,287 | $291,880,482 | $290,686,119 | $0 | $9,468,598 | $39,831 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $40,249,887 | $21,901,969 | $251,429,433 | $251,429,433 | $0 | $31,959,793 | $37,817 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $63,301,461 | $20,028,100 | $213,578,069 | $213,578,069 | $0 | $59,334,976 | $36,378 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| AMEREN HEALTH & WELFARE TRUST | MO | Not reported | $57,701,223 | $34,982,135 | TRUSTEE | $73,589 | Similar name, revenue within 2x, same state, similar mission |
| Windsor Healthcare Management Trust | NJ | Not reported | $5,638,078 | $5,970,066 | Trustee | $0 | Similar name, revenue within 10x |
| TRUE NORTH HEALTH MANAGEMENT INC | NY | E21 | $0 | $0 | CEO | $0 | Similar name |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $27,469,186 spent · pay $41,518 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,056,844 | - | - | - | 80.3% | |
| Other (as described) | UBTI TAX EXPENSE | $3,500,000 | - | - | - | 12.7% |
| Fees: investment management | $1,034,869 | - | - | - | 3.8% | |
| Fees: other services | $787,185 | - | - | - | 2.9% | |
| Fees: accounting | $48,770 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $41,518 | - | - | - | 0.2% | |
| Total | $27,469,186 | 100% |
2023 · Form 990 · $24,639,309 spent · pay $36,585 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,645,750 | - | - | - | 91.9% | |
| Fees: other services | $1,216,195 | - | - | - | 4.9% | |
| Fees: investment management | $724,453 | - | - | - | 2.9% | |
| Pay: officers, directors, trustees, key employees | $36,585 | - | - | - | 0.1% | |
| Fees: accounting | $16,326 | - | - | - | 0.1% | |
| Total | $24,639,309 | 100% |
2022 · Form 990 · $25,255,921 spent · pay $23,614 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,812,721 | - | - | - | 78.4% | |
| Other (as described) | UBTI TAX EXPENSE | $3,850,715 | - | - | - | 15.2% |
| Fees: investment management | $781,886 | - | - | - | 3.1% | |
| Fees: other services | $749,512 | - | - | - | 3.0% | |
| Fees: accounting | $37,473 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $23,614 | - | - | - | 0.1% | |
| Total | $25,255,921 | 100% |
2021 · Form 990 · $29,420,598 spent · pay $73,041 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,653,633 | - | - | - | 60.0% | |
| Other (as described) | UBTI TAX EXPENSE | $10,110,000 | - | - | - | 34.4% |
| Fees: investment management | $804,282 | - | - | - | 2.7% | |
| Fees: other services | $729,671 | - | - | - | 2.5% | |
| Pay: officers, directors, trustees, key employees | $73,041 | - | - | - | 0.2% | |
| Fees: accounting | $49,105 | - | - | - | 0.2% | |
| Fees: legal | $866 | - | - | - | 0.0% | |
| Total | $29,420,598 | 100% |
2020 · Form 990 · $21,725,277 spent · pay $10,160 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,132,413 | - | - | - | 88.1% | |
| Other (as described) | UBTI TAX EXPENSE | $953,000 | - | - | - | 4.4% |
| Fees: other services | $827,805 | - | - | - | 3.8% | |
| Fees: investment management | $758,827 | - | - | - | 3.5% | |
| Fees: accounting | $33,424 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $10,160 | - | - | - | 0.0% | |
| Fees: legal | $9,648 | - | - | - | 0.0% | |
| Total | $21,725,277 | 100% |
2019 · Form 990 · $21,145,210 spent · pay $39,313 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,038,800 | - | - | - | 85.3% | |
| Other (as described) | UBTI TAX EXPENSE | $1,730,610 | - | - | - | 8.2% |
| Fees: other services | $747,316 | $0 | $0 | $0 | 3.5% | |
| Fees: investment management | $563,774 | - | - | - | 2.7% | |
| Pay: officers, directors, trustees, key employees | $39,313 | - | - | - | 0.2% | |
| Fees: accounting | $20,614 | - | - | - | 0.1% | |
| Fees: legal | $4,783 | - | - | - | 0.0% | |
| Total | $21,145,210 | 100% |
2018 · Form 990 · $22,369,173 spent · pay $39,122 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,373,351 | - | - | - | 82.1% | |
| Other (as described) | UBTI TAX EXPENSE | $2,246,597 | - | - | - | 10.0% |
| Fees: other services | $1,045,138 | $0 | $0 | $0 | 4.7% | |
| Fees: investment management | $629,067 | - | - | - | 2.8% | |
| Pay: officers, directors, trustees, key employees | $39,122 | $0 | $0 | $0 | 0.2% | |
| Fees: accounting | $25,470 | - | - | - | 0.1% | |
| Fees: legal | $10,428 | - | - | - | 0.0% | |
| Total | $22,369,173 | 100% |
2017 · Form 990 · $22,424,525 spent · pay $91,914 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,789,089 | - | - | - | 83.8% | |
| Other (as described) | UBTI TAX EXPENSE | $1,993,521 | - | - | - | 8.9% |
| Fees: other services | $908,791 | $0 | $0 | $0 | 4.1% | |
| Fees: investment management | $606,838 | - | - | - | 2.7% | |
| Pay: officers, directors, trustees, key employees | $91,914 | - | - | - | 0.4% | |
| Fees: accounting | $34,219 | - | - | - | 0.2% | |
| All other expenses | $153 | $0 | $0 | $0 | 0.0% | |
| Total | $22,424,525 | 100% |
2016 · Form 990 · $20,274,968 spent · pay $20,468 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,137,863 | - | - | - | 84.5% | |
| Other (as described) | UBTI TAX EXPENSE | $1,429,712 | - | - | - | 7.1% |
| Fees: other services | $1,075,716 | $0 | $0 | $0 | 5.3% | |
| Fees: investment management | $591,943 | - | - | - | 2.9% | |
| Pay: officers, directors, trustees, key employees | $20,468 | $0 | $0 | $0 | 0.1% | |
| Fees: accounting | $19,266 | - | - | - | 0.1% | |
| Total | $20,274,968 | 100% |
2015 · Form 990 · $19,383,465 spent · pay $76,216 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,531,969 | - | - | - | 85.3% | |
| Fees: other services | $1,192,398 | $0 | $0 | $0 | 6.2% | |
| Other (as described) | UBTI TAX EXPENSE | $957,000 | - | - | - | 4.9% |
| Fees: investment management | $609,816 | - | - | - | 3.1% | |
| Pay: officers, directors, trustees, key employees | $76,216 | - | - | - | 0.4% | |
| Fees: accounting | $16,066 | - | - | - | 0.1% | |
| Total | $19,383,465 | 100% |
2014 · Form 990 · $23,312,872 spent · pay $68,556 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,189,352 | - | - | - | 86.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,758,275 | - | - | - | 7.5% |
| Fees: investment management | $630,251 | - | - | - | 2.7% | |
| Other (as described) | UBTI TAX EXPENSE | $454,989 | - | - | - | 2.0% |
| Other (as described) | TRANSITION REINSURANCE FEES | $98,181 | - | - | - | 0.4% |
| Pay: officers, directors, trustees, key employees | $68,556 | - | - | - | 0.3% | |
| Other (as described) | INVESTMENT CONSULTING FEES | $63,507 | - | - | - | 0.3% |
| Fees: other services | $34,726 | - | - | - | 0.1% | |
| Fees: accounting | $15,035 | - | - | - | 0.1% | |
| Total | $23,312,872 | 100% |
2013 · Form 990 · $20,409,287 spent · pay $39,831 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,615,161 | - | - | - | 86.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,634,349 | - | - | - | 8.0% |
| Fees: investment management | $571,297 | - | - | - | 2.8% | |
| Other (as described) | UBTI TAX EXPENSE | $469,224 | - | - | - | 2.3% |
| Fees: other services | $50,491 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $39,831 | - | - | - | 0.2% | |
| Fees: accounting | $20,609 | - | - | - | 0.1% | |
| Other (as described) | INVESTMENT CONSULTING FEES | $8,325 | - | - | - | 0.0% |
| Total | $20,409,287 | 100% |
2012 · Form 990 · $21,901,969 spent · pay $37,817 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,225,536 | - | - | - | 87.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,748,609 | - | - | - | 8.0% |
| Fees: investment management | $514,764 | - | - | - | 2.4% | |
| Other (as described) | UBTI TAX EXPENSE | $291,000 | - | - | - | 1.3% |
| Fees: other services | $44,837 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $37,817 | - | - | - | 0.2% | |
| Fees: accounting | $20,844 | - | - | - | 0.1% | |
| Other (as described) | INVESTMENT CONSULTING FEES | $18,562 | - | - | - | 0.1% |
| Total | $21,901,969 | 100% |
2011 · Form 990 · $20,028,100 spent · pay $36,378 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,159,921 | - | - | - | 85.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $2,198,594 | - | - | - | 11.0% |
| Fees: investment management | $378,124 | - | - | - | 1.9% | |
| Other (as described) | UBTI TAX EXPENSE | $182,000 | - | - | - | 0.9% |
| Fees: other services | $43,665 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $36,378 | - | - | - | 0.2% | |
| Fees: accounting | $20,160 | - | - | - | 0.1% | |
| Other (as described) | INVESTMENT CONSULTING FEES | $9,252 | - | - | - | 0.0% |
| Other (as described) | PORTFOLIO DEDUCTIONS | $6 | - | - | - | 0.0% |
| Total | $20,028,100 | 100% |
Comments