AMEREN HEALTH & WELFARE TRUST
Cite this
Plain text AMEREN HEALTH & WELFARE TRUST. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/ameren-health-and-welfare-trust-043294359. Retrieved 2026-10-24.
APA furp.org. (n.d.). AMEREN HEALTH & WELFARE TRUST [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 24, 2026, from https://furp.org/org/ameren-health-and-welfare-trust-043294359
MLA “AMEREN HEALTH & WELFARE TRUST.” furp.org, tax years 2011–2024, https://furp.org/org/ameren-health-and-welfare-trust-043294359. Accessed 24 Oct. 2026.
Retrieved 2026-10-24; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $57.7M · expenses $35.0M · assets $772.4M
- EIN
- 04-3294359
- Address
- PO BOX 66149, SAINT LOUIS, MO 63166-6149
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- December 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 WELFARE 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 | $73,589 | $1,430,279 | 1456 |
People by year
2024 · 1 person listed · 1 paid, $74K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $73,589 | $0 | $0 | $73,589 | 1456 |
2023 · 1 person listed · 1 paid, $79K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $78,510 | $0 | $0 | $78,510 | 1456 |
2022 · 1 person listed · 1 paid, $72K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $71,673 | $0 | $0 | $71,673 | 1456 |
2021 · 1 person listed · 1 paid, $79K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $78,521 | $0 | $0 | $78,521 | 1456 |
2020 · 1 person listed · 1 paid, $28K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $27,970 | $0 | $0 | $27,970 | 1456 |
2019 · 1 person listed · 1 paid, $123K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $122,621 | $0 | $0 | $122,621 | 1456 |
2018 · 1 person listed · 1 paid, $138K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $137,527 | $0 | $0 | $137,527 | 1456 |
2017 · 1 person listed · 1 paid, $202K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $202,413 | $0 | $0 | $202,413 | 1456 |
2016 · 1 person listed · 1 paid, $65K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $65,417 | $0 | $0 | $65,417 | 1456 |
2015 · 1 person listed · 1 paid, $141K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE | 0 | $141,029 | $0 | $0 | $141,029 | 1456 |
2014 · 1 person listed · 1 paid, $136K · 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 | $136,321 | $0 | $0 | $136,321 | 1456 |
2013 · 1 person listed · 1 paid, $109K · 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 | $109,049 | $0 | $0 | $109,049 | 1456 |
2012 · 1 person listed · 1 paid, $94K · 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 | $93,659 | $0 | $0 | $93,659 | 1456 |
2011 · 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 (SEE SCHEDULE O) | 0 | $91,980 | $0 | $0 | $91,980 | 1456 |
Highest-paid independent contractors
2024 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| WELLINGTON TRUST COMPANY NA | Boston, MA | INVESTMENT MGMT | $456,390 |
| BOSTON PARTNERS GLOBAL | Boston, MA | INVESTMENT MGMT | $327,390 |
| PZENA INVESTMENT MANAGEMENT | New York, NY | INVESTMENT MGMT | $261,600 |
| WILLIAM BLAIR INVESTMENT | Chicago, IL | INVESTMENT MGMT | $185,816 |
| WESTFIELD CAPITAL MANAGEMENT | Boston, MA | INVESTMENT MGMT | $171,572 |
2023 · 3 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $1,136,179 |
| BUSINESSOLVERCOM INC | West Des Moines, IA | INVESTMENT MGMT | $295,347 |
| Delta Dental of MO | St Louis, MO | INVESTMENT MGMT | $104,082 |
2022 · 5 contractors · $8.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $7,440,786 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $396,544 |
| BOSTON PARTNERS GLOBAL | BOSTON, MA | INVESTMENT MGMT | $356,628 |
| BUSINESSOLVERCOM INC | West Des Moines, IA | INVESTMENT MGMT | $347,852 |
| WELLINGTON TRUST COMPANY NA | Chicago, IL | INVESTMENT MGMT | $321,072 |
2021 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,286,658 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $447,393 |
| BOSTON PARTNERS GLOBAL | BOSTON, MA | INVESTMENT MGMT | $392,207 |
| CONDUENT INCORPORATED | Florham Park, NJ | ADMINISTRATION | $352,420 |
| DELTA DENTAL OF MO | St Louis, MO | INVESTMENT MGMT | $282,412 |
2020 · 5 contractors · $8.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,860,667 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $370,898 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $329,729 |
| ROBECO INVESTMENT MANAGEMENT | New York, NY | INVESTMENT MGMT | $287,385 |
| BLACKROCK INSTITUTIONAL TRUST | SAN FRANCISCO, CA | INVESTMENT MGMT | $285,794 |
2019 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,622,126 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $516,592 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $439,577 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $396,696 |
| ROBECO INVESTMENT MANAGEMENT | New York, NY | INVESTMENT MGMT | $240,876 |
2018 · 5 contractors · $8.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,923,741 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $516,214 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $498,378 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $408,895 |
| Commerce Trust Company | Kansas City, MO | INVESTMENT MGMT | $302,798 |
2017 · 5 contractors · $8.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,789,213 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $493,734 |
| Conduent Incorporated | Florham Park, NJ | ADMINISTRATION | $451,517 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $398,812 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $316,248 |
2016 · 5 contractors · $8.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,482,744 |
| XEROX CORPORATION | NORWALK, CT | ADMINISTRATION | $677,486 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $476,140 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $341,279 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $284,835 |
2015 · 5 contractors · $8.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHY ALLIANCE INSURANCE CO | St Louis, MO | ADMINISTRATION | $6,409,352 |
| XEROX CORPORATION | NORWALK, CT | ADMINISTRATION | $661,838 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $503,024 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $370,753 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $314,111 |
2014 · 5 contractors · $9.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| RIGHT CHOICE MANAGED CARE | INDIANAPOLIS, IN | ADMINISTRATION | $7,094,316 |
| XEROX HR SOLUTIONS | NORWALK, CT | ADMINISTRATION | $776,173 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $539,914 |
| SANDERSON ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MGMT | $374,944 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $307,787 |
2013 · 5 contractors · $8.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | ADMINISTRATION | $6,946,008 | |
| XEROX HR SOLUTIONS | ADMINISTRATION | $701,300 | |
| NUVEEN ASSET MANAGEMENT LLC | INVESTMENT MGMT | $526,237 | |
| ROBECO INVESTMENT MGMT BOSTON PART | INVESTMENT MGMT | $314,691 | |
| SANDERSON ASSET MANAGEMENT | INVESTMENT MGMT | $310,885 |
2012 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | INDIANAPOLIS, IN | ADMINISTRATION | $6,669,829 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $506,382 |
| XEROX HR SOLUTIONS | NORWALK, CT | ADMINISTRATION | $420,835 |
| ACS HR SOLUTIONS | DALLAS, TX | ADMINISTRATION | $352,740 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $256,748 |
2011 · 5 contractors · $9.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | MANSON, OH | ADMINISTRATION | $6,697,438 |
| PLIC GROUP | CLIVE, IA | ADMINISTRATION | $1,038,864 |
| ACS HR SOLUTIONS | DALLAS, TX | ADMINISTRATION | $743,035 |
| NUVEEN ASSET MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MGMT | $457,743 |
| ROBECO INVESTMENT MGMT BOSTON PART | GREENBRAE, CA | INVESTMENT MGMT | $261,930 |
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 | ||||||||
| $57,701,223 | $34,982,135 | $772,439,059 | $772,145,632 | $0 | $4,137,761 | $73,589 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $75,378,115 | $49,856,788 | $726,754,450 | $726,527,492 | $0 | $4,270,218 | $78,510 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $173,340,079 | $183,577,512 | $740,068,258 | $739,791,970 | $0 | $149,438,035 | $71,673 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $180,801,969 | $175,915,366 | $900,119,416 | $899,946,215 | $0 | $141,227,565 | $78,521 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $168,618,744 | $175,544,367 | $858,436,210 | $858,043,882 | $0 | $141,698,948 | $27,970 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $231,360,264 | $182,282,551 | $781,180,072 | $780,984,658 | $0 | $143,770,900 | $122,621 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $174,478,614 | $175,080,094 | $694,656,368 | $679,213,010 | $0 | $136,517,567 | $137,527 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $179,773,414 | $171,203,892 | $808,102,471 | $755,806,753 | $0 | $137,988,657 | $202,413 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $187,577,379 | $161,183,404 | $731,229,774 | $680,683,426 | $0 | $129,808,644 | $65,417 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $173,865,840 | $164,372,932 | $712,113,048 | $662,766,148 | $0 | $147,146,732 | $141,029 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $182,781,260 | $166,582,743 | $775,809,423 | $685,729,622 | $0 | $134,465,392 | $136,321 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $187,432,803 | $165,367,757 | $750,723,717 | $680,965,109 | $0 | $149,073,048 | $109,049 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $168,240,675 | $161,092,738 | $670,447,510 | $596,557,442 | $0 | $141,859,674 | $93,659 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $215,753,982 | $152,337,409 | $602,897,574 | $545,139,954 | $0 | $204,498,481 | $91,980 | 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 MANAGEMENT HEALTH TRUST | MO | Not reported | $35,532,132 | $27,469,186 | Trustee | $41,518 | Similar name, revenue within 2x, same state, similar mission |
| TEAMSTERS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $52,342,345 | $48,987,477 | UNION TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| THE ERM GROUP HEALTH & WELFARE TRUST | PA | Not reported | $29,217,705 | $28,439,740 | Treasurer | $0 | Similar name, revenue within 2x |
| AFL-CIO HEALTH & WELFARE TR | DC | Y43 | $48,501,330 | $47,360,649 | TRUSTEE | $532,895 | Similar name, revenue within 2x |
| OCU HEALTH & WELFARE TRUST | CA | Y44 | $123,830,070 | $26,996,924 | TRUSTEE | $0 | Similar name, revenue within 5x, similar mission |
| MASONS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $15,438,764 | $14,444,718 | LABOR TRUSTEE | $0 | Similar name, revenue within 5x, similar mission |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Similar name, revenue within 5x |
| APEA-AFT HEALTH AND WELFARE TRUST | AK | Y44 | $5,821,430 | $5,912,111 | CHAIRMAN | $0 | Similar name, revenue within 10x, similar mission |
| HEALTH & WELFARE TRUST | IL | Not reported | $7,067,540 | $7,997,436 | TRUSTEE | $332,895 | Similar name, revenue within 10x |
| WECA HEALTH AND WELFARE TRUST | CA | Y43 | $7,658,733 | $8,639,524 | EXECUTIVE DIRECTOR | $185,532 | Similar name, revenue within 10x |
| GLAZING HEALTH AND WELFARE TRUST | CA | Not reported | $10,461,973 | $5,307,880 | CO-CHAIRMAN/LABOR TRUSTEE | $0 | Similar name, revenue within 10x |
| CARPENTERS HEALTH AND WELFARE TRUST | CA | Not reported | $490,868,823 | $555,244,940 | CO CHAIR | $482,671 | Similar name, revenue within 10x |
| WEST CARE HEALTH AND WELFARE BENEFIT TRUST | MT | Not reported | $7,761,768 | $8,253,615 | Trustee/Plan Administrator | $0 | Similar name, revenue within 10x |
| SWITZERS HEALTH AND WELFARE TRUST | IL | Not reported | $223,547 | $223,547 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, similar mission |
| AERC HEALTH AND WELFARE BENEFITS TRUST | CA | Not reported | $2,006,458 | $2,410,330 | TRUSTEE | $0 | Similar name, revenue differs more than 10x, similar mission |
| APAC HEALTH & WELFARE TRUST | IN | Not reported | $4,619,544 | $5,097,741 | CFO of Trustee | $471,582 | Similar name, revenue differs more than 10x |
| Pabst Retiree Health and Welfare Trust | TX | Not reported | $168 | $3,462,282 | Trustee | $255,271 | Similar name, revenue differs more than 10x |
| CEM HEALTH AND WELFARE BENEFIT TRUST | NC | Not reported | $3,476,349 | $3,773,889 | Trustee/Officer | $0 | Similar name, revenue differs more than 10x |
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 · $34,982,135 spent · pay $73,589 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,191,428 | - | - | - | 92.0% | |
| Fees: investment management | $1,432,697 | - | - | - | 4.1% | |
| Fees: other services | $1,225,930 | - | - | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $73,589 | - | - | - | 0.2% | |
| Fees: accounting | $58,491 | - | - | - | 0.2% | |
| Total | $34,982,135 | 100% |
2023 · Form 990 · $49,856,788 spent · pay $78,510 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $46,908,769 | - | - | - | 94.1% | |
| Fees: other services | $1,605,648 | - | - | - | 3.2% | |
| Fees: investment management | $1,243,650 | - | - | - | 2.5% | |
| Pay: officers, directors, trustees, key employees | $78,510 | - | - | - | 0.2% | |
| Fees: accounting | $20,211 | - | - | - | 0.0% | |
| Total | $49,856,788 | 100% |
2022 · Form 990 · $183,577,512 spent · pay $71,673 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $173,743,178 | - | - | - | 94.6% | |
| Fees: other services | $8,260,244 | - | - | - | 4.5% | |
| Fees: investment management | $1,432,232 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $71,673 | - | - | - | 0.0% | |
| Fees: accounting | $70,185 | - | - | - | 0.0% | |
| Total | $183,577,512 | 100% |
2021 · Form 990 · $175,915,366 spent · pay $78,521 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $166,771,313 | - | - | - | 94.8% | |
| Fees: other services | $7,383,054 | - | - | - | 4.2% | |
| Fees: investment management | $1,682,478 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $78,521 | - | - | - | 0.0% | |
| Total | $175,915,366 | 100% |
2020 · Form 990 · $175,544,367 spent · pay $27,970 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $165,988,100 | - | - | - | 94.6% | |
| Fees: other services | $7,950,855 | - | - | - | 4.5% | |
| Fees: investment management | $1,577,442 | - | - | - | 0.9% | |
| Pay: officers, directors, trustees, key employees | $27,970 | - | - | - | 0.0% | |
| Total | $175,544,367 | 100% |
2019 · Form 990 · $182,282,551 spent · pay $122,621 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $172,775,264 | - | - | - | 94.8% | |
| Fees: other services | $7,638,313 | $0 | $0 | $0 | 4.2% | |
| Fees: investment management | $1,657,456 | - | - | - | 0.9% | |
| Pay: officers, directors, trustees, key employees | $122,621 | - | - | - | 0.1% | |
| Fees: accounting | $65,494 | - | - | - | 0.0% | |
| Fees: legal | $20,052 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $3,351 | - | - | - | 0.0% |
| Total | $182,282,551 | 100% |
2018 · Form 990 · $175,080,094 spent · pay $137,527 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $164,973,078 | - | - | - | 94.2% | |
| Fees: other services | $8,035,340 | $0 | $0 | $0 | 4.6% | |
| Fees: investment management | $1,827,246 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $137,527 | $0 | $0 | $0 | 0.1% | |
| Fees: accounting | $68,175 | - | - | - | 0.0% | |
| Fees: legal | $29,557 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $9,171 | - | - | - | 0.0% |
| Total | $175,080,094 | 100% |
2017 · Form 990 · $171,203,892 spent · pay $202,413 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $161,239,710 | - | - | - | 94.2% | |
| Fees: other services | $7,788,550 | $0 | $0 | $0 | 4.5% | |
| Fees: investment management | $1,828,563 | - | - | - | 1.1% | |
| Pay: officers, directors, trustees, key employees | $202,413 | - | - | - | 0.1% | |
| Fees: accounting | $139,537 | - | - | - | 0.1% | |
| Other (as described) | COMMISSION ON FUTURES | $5,119 | - | - | - | 0.0% |
| Total | $171,203,892 | 100% |
2016 · Form 990 · $161,183,404 spent · pay $65,417 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $151,151,915 | - | - | - | 93.8% | |
| Fees: other services | $8,211,641 | $0 | $0 | $0 | 5.1% | |
| Fees: investment management | $1,700,994 | - | - | - | 1.1% | |
| Pay: officers, directors, trustees, key employees | $65,417 | $0 | $0 | $0 | 0.0% | |
| Fees: accounting | $48,804 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $4,633 | - | - | - | 0.0% |
| Total | $161,183,404 | 100% |
2015 · Form 990 · $164,372,932 spent · pay $141,029 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $153,507,591 | - | - | - | 93.4% | |
| Other (as described) | ADMINISTRATION | $7,649,968 | - | - | - | 4.7% |
| Fees: investment management | $1,802,331 | - | - | - | 1.1% | |
| Fees: other services | $939,294 | $0 | $0 | $0 | 0.6% | |
| Interest | $237,270 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $141,029 | - | - | - | 0.1% | |
| Fees: accounting | $88,824 | - | - | - | 0.1% | |
| Other (as described) | COMMISSION ON FUTURES | $6,625 | - | - | - | 0.0% |
| Total | $164,372,932 | 100% |
2014 · Form 990 · $166,582,743 spent · pay $136,321 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $154,343,397 | - | - | - | 92.7% | |
| Other (as described) | ADMINISTRATION | $8,509,918 | - | - | - | 5.1% |
| Fees: investment management | $1,846,887 | - | - | - | 1.1% | |
| Other (as described) | TRANSITION REINSURANCE FEES | $1,265,226 | - | - | - | 0.8% |
| Fees: other services | $194,055 | - | - | - | 0.1% | |
| Interest | $193,283 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $136,321 | - | - | - | 0.1% | |
| Fees: accounting | $88,851 | - | - | - | 0.1% | |
| Other (as described) | COMMISSION ON FUTURES | $4,805 | - | - | - | 0.0% |
| Total | $166,582,743 | 100% |
2013 · Form 990 · $165,367,757 spent · pay $109,049 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $155,092,564 | - | - | - | 93.8% | |
| Other (as described) | ADMINISTRATION | $8,190,318 | - | - | - | 5.0% |
| Fees: investment management | $1,732,447 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $109,049 | - | - | - | 0.1% | |
| Fees: accounting | $106,591 | - | - | - | 0.1% | |
| Fees: other services | $105,265 | - | - | - | 0.1% | |
| Interest | $25,439 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $6,084 | - | - | - | 0.0% |
| Total | $165,367,757 | 100% |
2012 · Form 990 · $161,092,738 spent · pay $93,659 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $151,105,904 | - | - | - | 93.8% | |
| Other (as described) | ADMINISTATION | $8,110,099 | - | - | - | 5.0% |
| Fees: investment management | $1,516,187 | - | - | - | 0.9% | |
| Fees: other services | $119,899 | - | - | - | 0.1% | |
| Fees: accounting | $106,856 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $93,659 | - | - | - | 0.1% | |
| Interest | $30,906 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $9,228 | - | - | - | 0.0% |
| Total | $161,092,738 | 100% |
2011 · Form 990 · $152,337,409 spent · pay $91,980 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $141,036,625 | - | - | - | 92.6% | |
| Other (as described) | ADMINISTATION | $9,460,888 | - | - | - | 6.2% |
| Fees: investment management | $1,521,860 | - | - | - | 1.0% | |
| Fees: accounting | $103,340 | - | - | - | 0.1% | |
| Fees: other services | $98,854 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $91,980 | - | - | - | 0.1% | |
| Interest | $14,864 | - | - | - | 0.0% | |
| Other (as described) | COMMISSION ON FUTURES | $8,998 | - | - | - | 0.0% |
| Total | $152,337,409 | 100% |
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