HEALTH & BENEFITS TRUSR FUND IUOE
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Cite this
Plain text HEALTH & BENEFITS TRUSR FUND IUOE. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/health-and-benefits-trusr-fund-iuoe-136674743. Retrieved 2026-11-08.
APA furp.org. (n.d.). HEALTH & BENEFITS TRUSR FUND IUOE [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 8, 2026, from https://furp.org/org/health-and-benefits-trusr-fund-iuoe-136674743
MLA “HEALTH & BENEFITS TRUSR FUND IUOE.” furp.org, tax years 2010–2024, https://furp.org/org/health-and-benefits-trusr-fund-iuoe-136674743. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $231.9M · expenses $186.0M · assets $637.3M
- Also known as
- TRUST FUND IUOE AFL-CIO
- EIN
- 13-6674743
- Address
- 331 W 44TH ST # 337, NEW YORK, NY 10036-5402
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- February 1991 (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
TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
9 people 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 |
|---|---|---|---|---|---|
| William Faranda | EXECUTIVE DIR. | 2010-2024 | $361,473 | $4,342,713 | 3 |
| Sandra Chin | CFO | 2012-2024 | $287,619 | $2,890,655 | 1 |
| Annette Hassell | ASST FUND ADMIN | 2020-2024 | $186,938 | $885,825 | 1 |
| Derek Davis | FUND ADMIN | 2023-2024 | $279,222 | $543,856 | 1 |
| Mabel Lau | BOOKKEEPER | 2024 | $174,668 | $174,668 | 1 |
| Kathy Fisler (former) | FUND ADMIN | 2010-2019 | $225,870 | $1,868,730 | 1 |
| Kathryn Fisler (former) | FUND ADMIN | 2020-2022 | $243,580 | $721,818 | 1 |
| Richard Macco (former) | INFORMATION TECH | 2010-2012 | $160,911 | $470,547 | 1 |
| Keith Winick (former) | HEALTH & WELLNESS COORD | 2020-2021 | $173,095 | $378,553 | 1 |
Officers and directors, no compensation reported
20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Howard Rothschild | TRUSTEE | 2010-2024 | 1 | $0 reported | 9 |
| Robert Schwartz | TRUSTEE | 2021-2024 | 1 | $0 reported | 7 |
| Kuba J Brown | TRUSTEE | 2010-2024 | 1 | $0 reported | 4 |
| Raymond Macco | TRUSTEE | 2010-2024 | 1 | $0 reported | 4 |
| Michael Gadaleta | TRUSTEE | 2020-2024 | 1 | $0 reported | 4 |
| Thomas Hart | TRUSTEE | 2015-2024 | 1 | $0 reported | 3 |
| Stephen Brennan | TRUSTEE | 2022-2024 | 1 | $0 reported | 3 |
| Thomas Hill | TRUSTEE | 2013-2024 | 1 | $0 reported | 2 |
| Ricardo E Galeano (former) | TRUSTEE | 2010-2022 | 1 | $0 reported | 1 |
| John J Whalen (former) | TRUSTEE | 2010-2020 | 1 | $0 reported | 1 |
| Robert Schwartz - Eff 620 (former) | TRUSTEE | 2020 | 1 | $0 reported | 1 |
| John W Kramer - Thru 119 (former) | TRUSTEE | 2019 | 1 | $0 reported | 2 |
| Michael Gadaleta - Eff 519 (former) | TRUSTEE | 2019 | 1 | $0 reported | 1 |
| John W Kramer (former) | Trustee | 2010-2018 | 1 | $0 reported | 2 |
| Thomas F Costello Thru 1114 (former) | Trustee | 2014 | 1 | $0 reported | 1 |
| Thomas Hart Eff 1114 (former) | Trustee | 2014 | 1 | $0 reported | 1 |
| Thomas F Costello (former) | Trustee | 2010-2013 | 1 | $0 reported | 3 |
| thomas hill eff 812 (former) | Trustee | 2012 | 1 | $0 reported | 1 |
| rochelle captan to 812 (former) | Trustee | 2012 | 1 | $0 reported | 1 |
| Rochelle Captan (former) | Trustee | 2010-2011 | 1 | $0 reported | 1 |
People by year
2024 · 13 people listed · 5 paid, $1.3M · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $268,851 | $0 | $92,622 | $361,473 | 3 |
| SANDRA CHIN | CFO | 34 | $204,225 | $0 | $83,394 | $287,619 | 1 |
| DEREK DAVIS | FUND ADMIN | 40 | $196,819 | $0 | $82,403 | $279,222 | 1 |
| ANNETTE HASSELL | ASST FUND ADMIN | 40 | $115,728 | $0 | $71,210 | $186,938 | 1 |
| MABEL LAU | BOOKKEEPER | 28 | $105,217 | $0 | $69,451 | $174,668 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT SCHWARTZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN BRENNAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2023 · 12 people listed · 4 paid, $1.1M · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $260,694 | $0 | $91,025 | $351,719 | 3 |
| SANDRA CHIN | CFO | 22 | $196,017 | $0 | $81,877 | $277,894 | 1 |
| DEREK DAVIS | FUND ADMIN | 40 | $183,460 | $0 | $81,174 | $264,634 | 1 |
| ANNETTE HASSELL | ASST FUND ADMIN | 40 | $111,790 | $0 | $70,384 | $182,174 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT SCHWARTZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN BRENNAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2022 · 13 people listed · 4 paid, $1.0M · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $253,101 | $0 | $89,619 | $342,720 | 3 |
| SANDRA CHIN | CFO | 22 | $190,414 | $0 | $81,010 | $271,424 | 1 |
| KATHRYN FISLER | FUND ADMIN | 39 | $166,722 | $0 | $76,858 | $243,580 | 1 |
| ANNETTE HASSELL | ASST FUND ADMIN | 40 | $105,232 | $0 | $68,243 | $173,475 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT SCHWARTZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN BRENNAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2021 · 13 people listed · 5 paid, $1.2M · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $246,365 | $0 | $86,806 | $333,171 | 3 |
| SANDRA CHIN | CFO | 22 | $185,007 | $0 | $78,447 | $263,454 | 1 |
| KATHRYN FISLER | FUND ADMIN | 39 | $164,823 | $0 | $75,555 | $240,378 | 1 |
| KEITH WINICK | HEALTH & WELLNESS COORD | 40 | $110,088 | $0 | $63,007 | $173,095 | 1 |
| ANNETTE HASSELL | ASST FUND ADMIN | 40 | $105,063 | $0 | $67,410 | $172,473 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT SCHWARTZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
2020 · 14 people listed · 5 paid, $1.2M · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $245,828 | $0 | $86,338 | $332,166 | 3 |
| SANDRA CHIN | CFO | 22 | $187,949 | $0 | $78,176 | $266,125 | 1 |
| KATHRYN FISLER | FUND ADMIN | 39 | $163,697 | $0 | $74,163 | $237,860 | 1 |
| KEITH WINICK | HEALTH & WELLNESS COORD | 40 | $135,455 | $0 | $70,003 | $205,458 | 1 |
| ANNETTE HASSELL | ASST FUND ADMIN | 40 | $104,661 | $0 | $66,104 | $170,765 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT SCHWARTZ - EFF 620 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 12 people listed · 3 paid, $796K · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | EXECUTIVE DIR. | 28 | $229,488 | $0 | $81,251 | $310,739 | 3 |
| SANDRA CHIN | CFO | 28 | $184,793 | $0 | $74,960 | $259,753 | 1 |
| KATHY FISLER | FUND ADMIN | 39 | $155,221 | $0 | $70,649 | $225,870 | 1 |
| KUBA BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER - THRU 119 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL GADALETA - EFF 519 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 11 people listed · 3 paid, $726K · 12 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | Executive Dir. | 28 | $222,766 | $0 | $78,522 | $301,288 | 3 |
| KATHY FISLER | FUND ADMIN | 39 | $149,248 | $0 | $68,050 | $217,298 | 1 |
| SANDRA CHIN | CONTROLLER | 28 | $140,405 | $0 | $66,836 | $207,241 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS HILL | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2017 · 11 people listed · 3 paid, $702K · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | Executive Dir. | 28 | $214,278 | $0 | $76,463 | $290,741 | 3 |
| KATHY FISLER | FUND ADMIN | 39 | $143,246 | $0 | $66,369 | $209,615 | 1 |
| SANDRA CHIN | CONTROLLER | 28 | $136,304 | $0 | $65,415 | $201,719 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS HILL | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2016 · 11 people listed · 3 paid, $671K · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $197,979 | $0 | $73,006 | $270,985 | 3 |
| KATHY FISLER | FUND ADMIN | 39 | $139,011 | $0 | $64,604 | $203,615 | 1 |
| SANDRA CHIN | CONTROLLER | 28 | $132,266 | $0 | $63,678 | $195,944 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS HILL | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trust/Comp Lias | 3 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 11 people listed · 3 paid, $636K · 11 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $195,738 | $0 | $68,859 | $264,597 | 3 |
| KATHY FISLER | FUND ADMIN | 38 | $129,908 | $0 | $59,414 | $189,322 | 1 |
| SANDRA CHIN | CONTROLLER | 28 | $123,131 | $0 | $58,481 | $181,612 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS HILL | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trust/Comp Lias | 16 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 12 people listed · 3 paid, $597K · 11 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $186,172 | $0 | $65,793 | $251,965 | 3 |
| KATHY FISLER | FUND ADMIN | 38 | $119,639 | $0 | $56,324 | $175,963 | 1 |
| sandra chin | controller | 28 | $113,324 | $0 | $55,432 | $168,756 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS F COSTELLO THRU 1114 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| thomas hill | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trust/Comp Lias | 16 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HART EFF 1114 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 11 people listed · 3 paid, $569K · 12 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $178,508 | $0 | $63,067 | $241,575 | 3 |
| KATHY FISLER | FUND ADMIN | 38 | $114,165 | $0 | $53,915 | $168,080 | 1 |
| sandra chin | controller | 28 | $106,421 | $0 | $52,565 | $158,986 | 1 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS F COSTELLO | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| thomas hill | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trust/Comp Lias | 16 | $0 | $0 | $0 | $0 | 4 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 13 people listed · 4 paid, $712K · 11 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $175,740 | $0 | $60,648 | $236,388 | 3 |
| KATHY FISLER | FUND ADMIN | 38 | $112,771 | $0 | $51,705 | $164,476 | 1 |
| RICHARD MACCO | INFORMATION TECH | 23 | $109,666 | $0 | $51,245 | $160,911 | 1 |
| sandra chin | controller | 28 | $100,229 | $0 | $49,899 | $150,128 | 1 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| RAYMOND MACCO | Trust/Comp Lias | 16 | $0 | $0 | $0 | $0 | 4 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| thomas hill eff 812 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| rochelle captan to 812 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS F COSTELLO | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
2011 · 11 people listed · 3 paid, $546K · 14 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $171,243 | $0 | $58,686 | $229,929 | 3 |
| KATHY FISLER | FUND ADMIN | 36 | $109,649 | $0 | $49,922 | $159,571 | 1 |
| RICHARD MACCO | INFORMATION TECH | 23 | $107,506 | $0 | $49,182 | $156,688 | 1 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| RAYMOND MACCO | Trust/Comp Lias | 16 | $0 | $0 | $0 | $0 | 4 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| ROCHELLE CAPTAN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| THOMAS F COSTELLO | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
2010 · 11 people listed · 3 paid, $531K · 12 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM FARANDA | CFO | 28 | $166,422 | $0 | $56,835 | $223,257 | 3 |
| KATHY FISLER | FUND ADMIN | 36 | $106,618 | $0 | $48,302 | $154,920 | 1 |
| RICHARD MACCO | INFORMATION TECH | 23 | $104,787 | $0 | $48,161 | $152,948 | 1 |
| THOMAS F COSTELLO | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| ROCHELLE CAPTAN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RICARDO E GALEANO | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAYMOND MACCO | Trust/Comp Lias | 25 | $0 | $0 | $0 | $0 | 4 |
| KUBA BROWN | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN W KRAMER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN J WHALEN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| HOWARD ROTHSCHILD | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
Highest-paid independent contractors
2024 · 5 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $2,381,191 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $1,032,995 |
| PROSKAUER ROSE LLP | NY, NY | LEGAL COUNSEL | $528,147 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $326,072 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $320,889 |
2023 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $2,345,162 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $504,616 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $331,579 |
| DATAPRISE | NEW YORK, NY | COMPUTER CONSULTING | $255,724 |
| PROSKAUER ROSE LLP | NY, NY | LEGAL COUNSEL | $248,450 |
2022 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $2,309,177 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $639,610 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $360,421 |
| DATAPRISE | NEW YORK, NY | COMPUTER CONSULTING | $265,973 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $217,271 |
2021 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $3,544,975 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $630,272 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $418,687 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $199,818 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $188,440 |
2020 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $3,535,457 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $531,636 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $431,176 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $235,716 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $193,007 |
2019 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | ATLANTA, GA | CLAIMS PROCESSING | $3,425,194 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $451,119 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $398,496 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $215,411 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $181,503 |
2018 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $3,272,089 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $393,937 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $282,559 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $180,266 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $139,389 |
2017 · 5 contractors · $4.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $3,124,494 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $340,425 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $306,455 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $175,809 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $113,205 |
2016 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $2,985,513 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $341,023 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $311,455 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $189,971 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $133,370 |
2015 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $2,846,731 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $293,357 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $274,151 |
| SELEDENT | MELVILLE, NY | CLAIMS PROCESSING | $186,234 |
| THE SEGAL COMPANY | NEW YORK, NY | CONSULTING | $104,946 |
2014 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $2,699,665 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $274,392 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $258,917 |
| seledent | melville, NY | CLAIMS PROCESSING | $181,597 |
| SEGAL COMPANY | NEW YORK, NY | CONSULTING | $155,968 |
2013 · 5 contractors · $3.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | CLAIMS PROCESSING | $2,488,388 | |
| SCHULTHEIS & PANETTIERI LLP | AUDITING | $334,138 | |
| CONGRESS ASSET MANAGEMENT | INVESTMENT MGMT | $273,977 | |
| SEGAL COMPANY | CONSULTING | $262,170 | |
| seledent | CLAIMS PROCESSING | $178,679 |
2012 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $2,428,689 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $252,768 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $250,701 |
| MED REVIEW | NEW YORK, NY | CONSULTING | $224,202 |
| seledent | melville, NY | consulting | $166,883 |
2011 · 5 contractors · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| EMPIRE HEALTH | ALTANTA, GA | CLAIMS PROCESSING | $2,312,740 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $315,318 |
| MED REVIEW | NEW YORK, NY | CONSULTING | $212,711 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $211,954 |
| PROSKAUER ROSE | NEW YORK, NY | LEGAL | $179,781 |
2010 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | AUDITING | $305,486 |
| SEGAL COMPANY | NEW YORK, NY | CONSULTING | $268,114 |
| MED REVIEW | NEW YORK, NY | CONSULTING | $236,856 |
| CONGRESS ASSET MANAGEMENT | BOSTON, MA | INVESTMENT MGMT | $174,295 |
| PROSKAUER ROSE | NEW YORK, NY | LEGAL | $169,357 |
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 | ||||||||
| $231,876,603 | $186,045,728 | $637,263,969 | $618,486,746 | $0 | $204,525,481 | $647,844 | 15 | 0 |
| 2023 · Form 990 | ||||||||
| $210,030,138 | $175,507,640 | $569,780,531 | $550,316,669 | $0 | $201,657,201 | $620,921 | 10 | 0 |
| 2022 · Form 990 | ||||||||
| $205,903,160 | $159,466,229 | $483,848,224 | $464,079,112 | $0 | $191,722,847 | $589,873 | 10 | 0 |
| 2021 · Form 990 | ||||||||
| $205,106,745 | $154,292,871 | $504,706,967 | $484,781,956 | $0 | $176,524,236 | $576,562 | 10 | 0 |
| 2020 · Form 990 | ||||||||
| $176,733,689 | $130,222,257 | $445,562,615 | $427,614,366 | $0 | $165,147,717 | $573,514 | 11 | 0 |
| 2019 · Form 990 | ||||||||
| $172,182,008 | $141,949,041 | $370,234,682 | $356,854,717 | $0 | $158,302,120 | $542,194 | 11 | 0 |
| 2018 · Form 990 | ||||||||
| $156,837,777 | $133,051,549 | $315,504,840 | $301,717,077 | $0 | $143,733,285 | $524,285 | 12 | - |
| 2017 · Form 990 | ||||||||
| $145,599,953 | $119,990,325 | $306,379,930 | $292,844,528 | $0 | $136,641,337 | $505,936 | 9 | - |
| 2016 · Form 990 | ||||||||
| $140,132,465 | $117,172,930 | $267,895,486 | $254,699,777 | $0 | $133,925,507 | $480,180 | 9 | - |
| 2015 · Form 990 | ||||||||
| $125,282,737 | $106,576,072 | $240,279,210 | $228,708,349 | $0 | $117,934,126 | $456,259 | 11 | - |
| 2014 · Form 990 | ||||||||
| $143,024,757 | $100,610,232 | $227,676,502 | $215,881,112 | $0 | $136,476,861 | $430,757 | 11 | - |
| 2013 · Form 990 | ||||||||
| $106,505,210 | $95,004,911 | $181,877,025 | $171,712,166 | $0 | $101,549,869 | $415,088 | 12 | - |
| 2012 · Form 990 | ||||||||
| $104,350,678 | $83,535,321 | $173,504,714 | $162,612,539 | $0 | $98,127,826 | $403,537 | 11 | - |
| 2011 · Form 990 | ||||||||
| $99,083,356 | $80,905,776 | $148,906,477 | $141,253,400 | $0 | $93,865,521 | $394,103 | 14 | - |
| 2010 · Form 990 | ||||||||
| $92,350,371 | $72,248,805 | $128,164,319 | $120,378,755 | $0 | $88,422,509 | $383,106 | 12 | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- COMMERCIAL EMPLOYEES LOCAL 94-94A TRAINING PROGRAM New York, NY · 8 people in common (Howard Rothschild, Kuba J Brown, Michael Gadaleta) · related organization (Schedule R)
- INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 94 New York, NY · 5 people in common (Kuba J Brown, Michael Gadaleta, Raymond Macco) · related organization (Schedule R)
- REALTY ADVISORY BOARD ON LABOR RELATIONS INCORPORATED New York, NY · 4 people in common (Howard Rothschild, Robert Schwartz, Stephen Brennan)
- I U O E LOCAL 94 94A SCHOLARSHIP FUND New York, NY · 3 people in common (Kuba J Brown, Michael Gadaleta, Raymond Macco)
- BUILDING SERVICE 32BJ HEALTH FUND New York, NY · 2 people in common (Howard Rothschild, Robert Schwartz)
- BUILDING SERVICE THOMAS SHORTMAN TRAINING SCHOLARSHIP AND New York, NY · 2 people in common (Howard Rothschild, Robert Schwartz)
- BUILDING SERVICE 32 B-J LEGAL New York, NY · 2 people in common (Howard Rothschild, Robert Schwartz)
- BUILDING SERVICE 32BJ HEALTH FUND New York, NY · 2 people in common (Howard Rothschild, Robert Schwartz)
- 34TH STREET PARTNERSHIP INC New York, NY · 1 person in common (Howard Rothschild)
- OUTREACH PROJECT INC Richmond Hill, NY · 1 person in common (Howard Rothschild)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
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 |
|---|---|---|---|---|---|---|---|
| CAHP HEALTH BENEFITS TRUST | CA | Not reported | $220,863,117 | $231,747,847 | TRUSTEE | $259,496 | Similar name, revenue within 2x |
| M M & P HEALTH & BENEFIT FUND | MD | Not reported | $88,381,469 | $85,303,873 | TRUSTEE | $339,313 | Similar name, revenue within 5x, similar mission |
| SOUTHWEST HEALTH BENEFITS FUND | TX | Not reported | $5,464,846 | $3,672,120 | Management Trustee | $0 | Similar name, revenue differs more than 10x, similar mission |
| AGC HEALTH BENEFIT TRUST FUND | OR | Not reported | $7,606,413 | $7,585,967 | TRUSTEE CHAIR | $0 | Similar name, revenue differs more than 10x |
| CUAD HEALTH BENEFITS TRUST | ND | Y20 | $11,460,193 | $9,237,066 | Chairperson | $0 | Similar name, revenue differs more than 10x |
| NDHA HEALTH BENEFITS TRUST | ND | Y43 | $11,003,316 | $11,591,684 | President | $408,338 | Similar name, revenue differs more than 10x |
| Health Benefits Trust | OH | Not reported | $0 | $0 | TRUSTEE | $0 | Similar name, similar mission |
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 · $186,045,728 spent · pay $2,006,755 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $180,860,616 | - | - | - | 97.2% | |
| Fees: investment management | $1,396,255 | - | - | - | 0.8% | |
| Other salaries and wages | $762,401 | - | - | - | 0.4% | |
| Fees: legal | $672,252 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $647,844 | - | - | - | 0.3% | |
| Pension plan contributions | $310,787 | - | - | - | 0.2% | |
| Information technology | $269,731 | - | - | - | 0.1% | |
| Fees: other services | $260,588 | - | - | - | 0.1% | |
| Fees: accounting | $249,909 | - | - | - | 0.1% | |
| Other employee benefits | $192,494 | - | - | - | 0.1% | |
| Office expenses | $172,234 | - | - | - | 0.1% | |
| Occupancy | $136,927 | - | - | - | 0.1% | |
| Payroll taxes | $93,229 | - | - | - | 0.1% | |
| Insurance | $70,725 | - | - | - | 0.0% | |
| Depreciation and depletion | $27,314 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$77,578 | - | - | - | -0.0% |
| Total | $186,045,728 | 100% |
2023 · Form 990 · $175,507,640 spent · pay $1,835,430 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $171,340,507 | - | - | - | 97.6% | |
| Fees: investment management | $1,156,911 | - | - | - | 0.7% | |
| Other salaries and wages | $680,837 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $620,921 | - | - | - | 0.4% | |
| Pension plan contributions | $277,257 | - | - | - | 0.2% | |
| Fees: legal | $251,936 | - | - | - | 0.1% | |
| Fees: accounting | $206,955 | - | - | - | 0.1% | |
| Office expenses | $184,020 | - | - | - | 0.1% | |
| Information technology | $172,595 | - | - | - | 0.1% | |
| Other employee benefits | $171,155 | - | - | - | 0.1% | |
| Fees: other services | $157,430 | - | - | - | 0.1% | |
| Occupancy | $134,400 | - | - | - | 0.1% | |
| Payroll taxes | $85,260 | - | - | - | 0.0% | |
| Insurance | $80,576 | - | - | - | 0.0% | |
| Depreciation and depletion | $23,143 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$36,263 | - | - | - | -0.0% |
| Total | $175,507,640 | 100% |
2022 · Form 990 · $159,466,229 spent · pay $1,781,608 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $155,328,872 | - | - | - | 97.4% | |
| Fees: investment management | $1,025,314 | - | - | - | 0.6% | |
| Other salaries and wages | $671,100 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $589,873 | - | - | - | 0.4% | |
| Fees: legal | $287,782 | - | - | - | 0.2% | |
| Pension plan contributions | $272,281 | - | - | - | 0.2% | |
| Fees: accounting | $226,297 | - | - | - | 0.1% | |
| Information technology | $193,231 | - | - | - | 0.1% | |
| Fees: other services | $191,832 | - | - | - | 0.1% | |
| Other employee benefits | $165,698 | - | - | - | 0.1% | |
| Office expenses | $142,689 | - | - | - | 0.1% | |
| Occupancy | $134,400 | - | - | - | 0.1% | |
| Payroll taxes | $82,656 | - | - | - | 0.1% | |
| Insurance | $71,964 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | $56,851 | - | - | - | 0.0% |
| Depreciation and depletion | $25,389 | - | - | - | 0.0% | |
| Total | $159,466,229 | 100% |
2021 · Form 990 · $154,292,871 spent · pay $1,749,194 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $150,191,135 | - | - | - | 97.3% | |
| Fees: investment management | $1,066,186 | - | - | - | 0.7% | |
| Other salaries and wages | $667,396 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $576,562 | - | - | - | 0.4% | |
| Pension plan contributions | $273,392 | - | - | - | 0.2% | |
| Fees: accounting | $258,638 | - | - | - | 0.2% | |
| Fees: legal | $186,336 | - | - | - | 0.1% | |
| Fees: other services | $186,278 | - | - | - | 0.1% | |
| Information technology | $161,993 | - | - | - | 0.1% | |
| Other employee benefits | $160,460 | - | - | - | 0.1% | |
| Office expenses | $147,959 | - | - | - | 0.1% | |
| Occupancy | $134,400 | - | - | - | 0.1% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | $92,681 | - | - | - | 0.1% |
| Payroll taxes | $71,384 | - | - | - | 0.0% | |
| Insurance | $64,736 | - | - | - | 0.0% | |
| Depreciation and depletion | $53,335 | - | - | - | 0.0% | |
| Total | $154,292,871 | 100% |
2020 · Form 990 · $130,222,257 spent · pay $1,857,278 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $126,304,096 | - | - | - | 97.0% | |
| Fees: investment management | $905,755 | - | - | - | 0.7% | |
| Other salaries and wages | $758,848 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $573,514 | - | - | - | 0.4% | |
| Pension plan contributions | $310,204 | - | - | - | 0.2% | |
| Fees: accounting | $252,714 | - | - | - | 0.2% | |
| Fees: legal | $181,429 | - | - | - | 0.1% | |
| Other employee benefits | $178,196 | - | - | - | 0.1% | |
| Information technology | $176,396 | - | - | - | 0.1% | |
| Office expenses | $170,203 | - | - | - | 0.1% | |
| Fees: other services | $156,124 | - | - | - | 0.1% | |
| Occupancy | $134,400 | - | - | - | 0.1% | |
| Insurance | $63,631 | - | - | - | 0.0% | |
| Depreciation and depletion | $55,122 | - | - | - | 0.0% | |
| Payroll taxes | $36,516 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$34,891 | - | - | - | -0.0% |
| Total | $130,222,257 | 100% |
2019 · Form 990 · $141,949,041 spent · pay $1,626,377 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $138,384,593 | - | - | - | 97.5% | |
| Fees: investment management | $798,785 | - | - | - | 0.6% | |
| Other salaries and wages | $613,864 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $542,194 | - | - | - | 0.4% | |
| Pension plan contributions | $254,199 | - | - | - | 0.2% | |
| Fees: other services | $214,851 | - | - | - | 0.2% | |
| Fees: accounting | $214,829 | - | - | - | 0.2% | |
| Office expenses | $171,734 | - | - | - | 0.1% | |
| Information technology | $170,897 | - | - | - | 0.1% | |
| Fees: legal | $153,180 | - | - | - | 0.1% | |
| Other employee benefits | $140,448 | - | - | - | 0.1% | |
| Occupancy | $134,400 | - | - | - | 0.1% | |
| Payroll taxes | $75,672 | - | - | - | 0.1% | |
| Insurance | $57,633 | - | - | - | 0.0% | |
| Depreciation and depletion | $54,973 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$33,211 | - | - | - | -0.0% |
| Total | $141,949,041 | 100% |
2018 · Form 990 · $133,051,549 spent · pay $1,522,578 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $129,824,407 | - | - | - | 97.6% | |
| Fees: investment management | $693,797 | - | - | - | 0.5% | |
| Other salaries and wages | $553,272 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $524,285 | - | - | - | 0.4% | |
| Pension plan contributions | $244,062 | - | - | - | 0.2% | |
| Fees: accounting | $199,223 | - | - | - | 0.1% | |
| Information technology | $186,368 | - | - | - | 0.1% | |
| Fees: other services | $149,218 | - | - | - | 0.1% | |
| Office expenses | $146,418 | - | - | - | 0.1% | |
| Fees: legal | $132,095 | - | - | - | 0.1% | |
| Other employee benefits | $130,896 | - | - | - | 0.1% | |
| Occupancy | $119,490 | - | - | - | 0.1% | |
| Payroll taxes | $70,063 | - | - | - | 0.1% | |
| Insurance | $58,909 | - | - | - | 0.0% | |
| Depreciation and depletion | $40,478 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$21,432 | - | - | - | -0.0% |
| Total | $133,051,549 | 100% |
2017 · Form 990 · $119,990,325 spent · pay $1,399,694 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,928,494 | - | - | - | 97.4% | |
| Fees: investment management | $601,501 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $505,936 | - | - | - | 0.4% | |
| Other salaries and wages | $498,726 | - | - | - | 0.4% | |
| Pension plan contributions | $217,339 | - | - | - | 0.2% | |
| Fees: accounting | $197,321 | - | - | - | 0.2% | |
| Information technology | $183,363 | - | - | - | 0.2% | |
| Office expenses | $177,412 | - | - | - | 0.1% | |
| Fees: legal | $166,887 | - | - | - | 0.1% | |
| Occupancy | $119,490 | - | - | - | 0.1% | |
| Other employee benefits | $112,797 | - | - | - | 0.1% | |
| Fees: other services | $99,905 | - | - | - | 0.1% | |
| Payroll taxes | $64,896 | - | - | - | 0.1% | |
| Insurance | $50,058 | - | - | - | 0.0% | |
| Depreciation and depletion | $45,416 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | $20,784 | - | - | - | 0.0% |
| Total | $119,990,325 | 100% |
2016 · Form 990 · $117,172,930 spent · pay $1,341,910 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $114,343,363 | - | - | - | 97.6% | |
| Fees: investment management | $545,893 | - | - | - | 0.5% | |
| Other salaries and wages | $482,869 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $480,180 | - | - | - | 0.4% | |
| Pension plan contributions | $211,025 | - | - | - | 0.2% | |
| Fees: accounting | $205,513 | - | - | - | 0.2% | |
| Fees: legal | $166,907 | - | - | - | 0.1% | |
| Information technology | $153,709 | - | - | - | 0.1% | |
| Office expenses | $117,873 | - | - | - | 0.1% | |
| Occupancy | $116,010 | - | - | - | 0.1% | |
| Other employee benefits | $105,616 | - | - | - | 0.1% | |
| Fees: other services | $93,903 | - | - | - | 0.1% | |
| Payroll taxes | $62,220 | - | - | - | 0.1% | |
| Depreciation and depletion | $47,064 | - | - | - | 0.0% | |
| Insurance | $45,687 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$4,902 | - | - | - | -0.0% |
| Total | $117,172,930 | 100% |
2015 · Form 990 · $106,576,072 spent · pay $1,378,698 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $103,683,684 | - | - | - | 97.3% | |
| Other salaries and wages | $504,009 | - | - | - | 0.5% | |
| Fees: investment management | $495,469 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $456,259 | - | - | - | 0.4% | |
| Pension plan contributions | $230,416 | - | - | - | 0.2% | |
| Fees: accounting | $187,282 | - | - | - | 0.2% | |
| Information technology | $157,792 | - | - | - | 0.1% | |
| Fees: legal | $151,477 | - | - | - | 0.1% | |
| Office expenses | $125,598 | - | - | - | 0.1% | |
| Occupancy | $125,312 | - | - | - | 0.1% | |
| Other employee benefits | $124,632 | - | - | - | 0.1% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | $89,017 | - | - | - | 0.1% |
| Fees: other services | $88,679 | - | - | - | 0.1% | |
| Payroll taxes | $63,382 | - | - | - | 0.1% | |
| Insurance | $50,139 | - | - | - | 0.0% | |
| Depreciation and depletion | $42,925 | - | - | - | 0.0% | |
| Total | $106,576,072 | 100% |
2014 · Form 990 · $100,610,232 spent · pay $1,416,179 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $97,973,914 | - | - | - | 97.4% | |
| Other salaries and wages | $557,957 | - | - | - | 0.6% | |
| Fees: investment management | $447,325 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $430,757 | - | - | - | 0.4% | |
| Pension plan contributions | $234,709 | - | - | - | 0.2% | |
| Fees: accounting | $164,609 | - | - | - | 0.2% | |
| Fees: legal | $162,005 | - | - | - | 0.2% | |
| Other employee benefits | $127,171 | - | - | - | 0.1% | |
| Occupancy | $125,312 | - | - | - | 0.1% | |
| Office expenses | $112,040 | - | - | - | 0.1% | |
| Information technology | $101,143 | - | - | - | 0.1% | |
| Fees: other services | $67,162 | - | - | - | 0.1% | |
| Payroll taxes | $65,585 | - | - | - | 0.1% | |
| Insurance | $45,982 | - | - | - | 0.0% | |
| Depreciation and depletion | $37,943 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$43,382 | - | - | - | -0.0% |
| Total | $100,610,232 | 100% |
2013 · Form 990 · $95,004,911 spent · pay $1,402,010 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $92,295,590 | - | - | - | 97.1% | |
| Other salaries and wages | $559,758 | - | - | - | 0.6% | |
| Fees: investment management | $456,025 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $415,088 | - | - | - | 0.4% | |
| Pension plan contributions | $236,174 | - | - | - | 0.2% | |
| Fees: legal | $221,132 | - | - | - | 0.2% | |
| Fees: accounting | $192,228 | - | - | - | 0.2% | |
| Fees: other services | $158,316 | - | - | - | 0.2% | |
| Other employee benefits | $126,488 | - | - | - | 0.1% | |
| Occupancy | $125,312 | - | - | - | 0.1% | |
| Office expenses | $112,240 | - | - | - | 0.1% | |
| Payroll taxes | $64,502 | - | - | - | 0.1% | |
| Insurance | $45,710 | - | - | - | 0.0% | |
| Depreciation and depletion | $45,365 | - | - | - | 0.0% | |
| Information technology | $18,110 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$67,127 | - | - | - | -0.1% |
| Total | $95,004,911 | 100% |
2012 · Form 990 · $83,535,321 spent · pay $1,455,086 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $80,891,985 | - | - | - | 96.8% | |
| Other salaries and wages | $611,364 | - | - | - | 0.7% | |
| Fees: investment management | $442,247 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $403,537 | - | - | - | 0.5% | |
| Pension plan contributions | $245,154 | - | - | - | 0.3% | |
| Fees: legal | $185,748 | - | - | - | 0.2% | |
| Fees: accounting | $145,400 | - | - | - | 0.2% | |
| Other employee benefits | $130,990 | - | - | - | 0.2% | |
| Occupancy | $127,109 | - | - | - | 0.2% | |
| Office expenses | $126,829 | - | - | - | 0.2% | |
| Fees: other services | $99,309 | - | - | - | 0.1% | |
| Payroll taxes | $64,041 | - | - | - | 0.1% | |
| Insurance | $46,634 | - | - | - | 0.1% | |
| Depreciation and depletion | $45,563 | - | - | - | 0.1% | |
| Information technology | $33,922 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$64,511 | - | - | - | -0.1% |
| Total | $83,535,321 | 100% |
2011 · Form 990 · $80,905,776 spent · pay $1,514,485 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $78,238,906 | - | - | - | 96.7% | |
| Other salaries and wages | $634,170 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $394,103 | - | - | - | 0.5% | |
| Fees: investment management | $374,731 | - | - | - | 0.5% | |
| Pension plan contributions | $249,257 | - | - | - | 0.3% | |
| Fees: legal | $162,090 | - | - | - | 0.2% | |
| Office expenses | $138,423 | - | - | - | 0.2% | |
| Other employee benefits | $131,239 | - | - | - | 0.2% | |
| Occupancy | $128,905 | - | - | - | 0.2% | |
| Payroll taxes | $105,716 | - | - | - | 0.1% | |
| Information technology | $94,875 | - | - | - | 0.1% | |
| Fees: accounting | $87,035 | - | - | - | 0.1% | |
| Other (as described) | PAYROLL AUDITS | $85,262 | - | - | - | 0.1% |
| Other (as described) | ACTUARIAL fees | $60,257 | - | - | - | 0.1% |
| Insurance | $48,359 | - | - | - | 0.1% | |
| Depreciation and depletion | $27,024 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$54,576 | - | - | - | -0.1% |
| Total | $80,905,776 | 100% |
2010 · Form 990 · $72,248,805 spent · pay $1,411,866 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $69,568,252 | - | - | - | 96.3% | |
| Other salaries and wages | $582,432 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $383,106 | - | - | - | 0.5% | |
| Fees: investment management | $322,246 | - | - | - | 0.4% | |
| Fees: other services | $250,510 | - | - | - | 0.3% | |
| Pension plan contributions | $221,568 | - | - | - | 0.3% | |
| Fees: legal | $215,123 | - | - | - | 0.3% | |
| Office expenses | $131,896 | - | - | - | 0.2% | |
| Occupancy | $128,905 | - | - | - | 0.2% | |
| Other employee benefits | $127,769 | - | - | - | 0.2% | |
| Payroll taxes | $96,991 | - | - | - | 0.1% | |
| Information technology | $90,300 | - | - | - | 0.1% | |
| Fees: accounting | $81,000 | - | - | - | 0.1% | |
| Insurance | $49,651 | - | - | - | 0.1% | |
| Depreciation and depletion | $31,494 | - | - | - | 0.0% | |
| Other (as described) | REIMB PR,TAXES,BENEFITS | -$32,438 | - | - | - | -0.0% |
| Total | $72,248,805 | 100% |
State business registration
- BD OF TRUST HEALTH & BENEFIT TRUST FD OF IUOE LCL 94,94A,94B, AFL-CIO NY, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | BD OF TRUST HEALTH & BENEFIT TRUST FD OF IUOE LCL 94,94A,94B, AFL-CIO | NY | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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