UFCW LOCAL 555 EMPLOYERS HEALTH TRUST
Cite this
Plain text UFCW LOCAL 555 EMPLOYERS HEALTH TRUST. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/ufcw-local-555-employers-health-trust-237017278. Retrieved 2026-10-25.
APA furp.org. (n.d.). UFCW LOCAL 555 EMPLOYERS HEALTH TRUST [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 25, 2026, from https://furp.org/org/ufcw-local-555-employers-health-trust-237017278
MLA “UFCW LOCAL 555 EMPLOYERS HEALTH TRUST.” furp.org, tax years 2009–2024, https://furp.org/org/ufcw-local-555-employers-health-trust-237017278. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $127.6M · expenses $173.0M · assets $145.8M
- EIN
- 23-7017278
- Address
- 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- May 1969 (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
SEE SCHEDULE O
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 38 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
38 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 |
|---|---|---|---|---|---|
| Brent Bohn | trustee | 2010-2024 | 1 | $0 reported | 20 |
| Scott Powers | Secretary | 2009-2024 | 1 | $0 reported | 8 |
| Dan Clay | Chairman | 2009-2024 | 1 | $0 reported | 3 |
| Mike Marshall | TRUSTEE | 2011-2024 | 1 | $0 reported | 1 |
| Sandy Humphrey | TRUSTEE | 2020-2024 | 1 | $0 reported | 1 |
| Kyle Brittingham | TRUSTEE | 2019-2024 | 1 | $0 reported | 2 |
| Ragini Gupta | Alternate TRUSTEE | 2019-2024 | 1 | $0 reported | 1 |
| Susan Korenkov | Trustee | 2022-2024 | 1 | $0 reported | 1 |
| Jerad Coine | Alternate Trustee | 2022-2024 | 1 | $0 reported | 1 |
| Shaylon Lovell | Alternate Trustee | 2022-2024 | 1 | $0 reported | 2 |
| Ashley Cooke | Alternate Trustee | 2024 | 1 | $0 reported | 1 |
| Miles Eshaia | Trutee | 2024 | 1 | $0 reported | 1 |
| Sarah Martinez Garcia | Alternate Trustee | 2024 | 1 | $0 reported | 1 |
| Sean Hammond (former) | TRUSTEE | 2014-2023 | 1 | $0 reported | 10 |
| Esai Alday (former) | ALTERNATE TRUSTEE | 2019-2023 | 1 | $0 reported | 1 |
| Aly Gideon (former) | Alternate Trustee | 2022-2023 | 1 | $0 reported | 1 |
| Sharon Carroll (former) | ALTERNATE TRUSTEE (FORMER) | 2019-2022 | 1 | $0 reported | 4 |
| Frank Jorgensen (former) | trustee (FORMER) | 2012-2022 | 1 | $0 reported | 7 |
| Teresa Pollock (former) | TRUSTEE (FORMER) | 2019-2022 | 1 | $0 reported | 1 |
| Jim Sinclair (former) | TRUSTEE (FORMER) | 2020-2022 | 1 | $0 reported | 1 |
| Brian Caufield (former) | Alternate Trustee (FORMER) | 2021-2022 | 1 | $0 reported | 2 |
| Jeff Anderson (former) | TRUSTEE | 2009-2019 | 1 | $0 reported | 2 |
| Kevin Billman (former) | TRUSTEE | 2009-2018 | 1 | $0 reported | 2 |
| Jeff Cuellar (former) | Trustee | 2014-2018 | 1 | $0 reported | 1 |
| Katie Walter (former) | TRUSTEE | 2016-2018 | 1 | $0 reported | 1 |
| Lisa Dupell Loucks (former) | Alternate Trustee | 2016-2018 | 1 | $0 reported | 1 |
| Renae Miller (former) | Alternate Trustee | 2017-2018 | 1 | $0 reported | 1 |
| Sharon Carrol (former) | ALTERNATE TRUSTEE | 2018 | 1 | $0 reported | 1 |
| Cindy Thornton (former) | TRUSTEE | 2009-2016 | 1 | $0 reported | 5 |
| Lynda Hart (former) | TRUSTEE | 2014-2016 | 1 | $0 reported | 2 |
| Bob Mclauchlin (former) | ALTERNATE TRUSTEE | 2014 | 1 | $0 reported | 3 |
| Jennifer Montgomery (former) | TRUSTEE | 2010-2014 | 1 | $0 reported | 2 |
| Lisa Dupell (former) | ALTERNATE TRUSTEE | 2014 | 1 | $0 reported | 2 |
| Steven Erdmann (former) | TRUSTEE - former | 2009-2012 | 1 | $0 reported | 1 |
| Kay Nelson (former) | TRUSTEE | 2009-2012 | 1 | $0 reported | 1 |
| ken spray (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 2 |
| David Johns (former) | TRUSTEE | 2009 | 1 | $0 reported | 2 |
| jennifer post (former) | TRUSTEE | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAN CLAY | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Powers | Secretary | 1 | $0 | $0 | $0 | $0 | 8 |
| Susan Korenkov | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerad Coine | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaylon Lovell | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ashley Cooke | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Miles Eshaia | Trutee | 1 | $0 | $0 | $0 | $0 | 1 |
| Sarah Martinez Garcia | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Powers | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Susan Korenkov | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerad Coine | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Aly Gideon | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaylon Lovell | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 18 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Frank Jorgensen | trustee (FORMER) | 1 | $0 | $0 | $0 | $0 | 7 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| SHARON CARROLL | ALTERNATE TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 4 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Sinclair | TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Caufield | Alternate Trustee (FORMER) | 1 | $0 | $0 | $0 | $0 | 2 |
| SUSAN KORENKOV | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JERAD COINE | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ALY GIDEON | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAYLON LOVELL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Frank Jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Sinclair | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Caufield | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| TERESA POLLOCK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDY HUMPHREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| JIM SINCLAIR | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| KYLE BRITTINGHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| ESAI ALDAY | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAGINI GUPTA | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2019 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 20 |
| FRANK JORGENSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KYLE BRITTINGHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAGINI GUPTA | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Jeff Cuellar | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Lisa Dupell Loucks | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Renae Miller | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Jeff Cuellar | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Lisa Dupell Loucks | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Renae Miller | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| LYNDA HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA dupell LOUCKS | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| sean hammond | alternate trustee | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF CUELLAR | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
2014 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| BOB MCLAUCHLIN | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| LYNDA HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA DUPELL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| sean hammond | alternate trustee | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF CUELLAR | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER MONTGOMERY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
2012 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE - former | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
2011 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2010 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN SPRAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2009 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| jennifer post | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID JOHNS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN SPRAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $4,148,351 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,611,442 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $1,035,477 |
| OPTUM RX INC | SCHAUMBURG, IL | PPO PROVIDER | $228,023 |
| Milliman Inc | SEATTLE, WA | Actuary | $219,759 |
2023 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,966,940 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,436,082 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $995,424 |
| J Thayer | WILSONVILLE, OR | PRINTING SERVICES | $191,635 |
| OPTUM RX INC | SCHAUMBURG, IL | PPO PROVIDER | $169,171 |
2022 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,772,594 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,222,188 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $899,632 |
| RAEL LETSON | SEATTLE, WA | ACTUARY | $157,082 |
| ACTIVERADAR | PLEASANTON, CA | CLAIMS ADMINISTRATOR | $143,416 |
2021 · 5 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,451,340 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,023,738 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $833,891 |
| MAGELLAN RX MANAGEMENT | PHOENIX, AZ | PHARMACY BEN. MGMT | $260,973 |
| ACTIVERADAR | PLEASANTON, CA | CLAIMS ADMINISTRATOR | $160,781 |
2020 · 5 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,393,342 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,148,073 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $924,448 |
| THE SEGAL COMPANY | SAN FRANCISCO, CA | CONSULTANT | $284,975 |
| ACTIVERADAR SW HOLDINGS INC | GOLD RIVER, CA | CLAIMS ADMINISTRATOR | $171,289 |
2019 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,475,797 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,124,461 |
| Innovative Care Management Inc | MILWAUKIE, OR | Claims Management | $876,238 |
| Envision Pharmaceutical Services L | TWINSBURG, OH | Pharmacy Provider | $472,947 |
| LOOMIS SAYLES | ORLANDO, CA | INVESTMENT ADVISORY | $213,763 |
2018 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,499,979 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,055,374 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $891,147 |
| Envision RX | TWINSBURG, OH | Pharmacy Provider | $399,922 |
| CLEAR HEALTH STRATEGIES LLC | NAPERVILLE, IL | CLAIMS ADMINISTRATOR | $267,752 |
2017 · 5 contractors · $8.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $4,170,220 |
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $2,717,155 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $478,888 |
| Envision Pharmaceutical Services L | TWINSBURG, OH | Pharmacy Provider | $467,018 |
| ACTIVERADAR | PLEASANTON, CA | Recordkeeping | $206,041 |
2016 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence bluecross blueshield | PORTLAND, OR | ppo provider | $4,604,748 |
| ZENITH AMERICAN SOLUTIONS | TUALATIN, OR | CONTRACT ADMIN. | $1,589,622 |
| ENVISION PHARMACEUTICAL SERVICES L | TWINSBURG, OH | PHARMACY PROVIDER | $537,241 |
| LOOMIS SAYLES CO LP | BOSTON, MA | INVESTMENT MGR. | $220,064 |
| jthayer company | LAKE OSWEGO, OR | PRINTING & OFC SUPPL | $162,203 |
2014 · 4 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence bluecross blueshield | PORTLAND, OR | ppo provider admin. | $4,925,420 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $1,471,164 |
| ENVISION PHARMACEUTICAL SERVICES L | TWINSBURG, OH | PHARMACY PROVIDER | $626,800 |
| segal company | SAN FRANCISCO, CA | actuary & consulting | $159,656 |
2012 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence blue cross blue shield of c | PORTLAND, OR | ppo provider admin. | $2,176,082 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $463,737 |
| express scripts | BLOOMINGTON, MN | claims cost control | $209,987 |
| segal company | SAN FRANCISCO, CA | actuary | $141,738 |
| milliman | SAN FRANCISCO, CA | actuary | $137,712 |
2011 · 1 contractor · $514K
| Name | Location | Service | Paid |
|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $514,450 |
2010 · 3 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD | PORTLAND, OR | PPO PROVIDER ADMIN. | $2,354,864 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $480,582 |
| EXPRESS SCRIPTS | BLOOMINGTON, MN | CLAIMS COST CONTROL | $231,585 |
2009 · 3 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD | PORTLAND, OR | PPO PROVIDER ADMIN. | $2,335,074 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $517,522 |
| EXPRESS SCRIPTS | BLOOMINGTON, MN | CLAIMS COST CONTROL | $248,651 |
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 | ||||||||
| $127,592,267 | $172,979,743 | $145,833,059 | $94,055,154 | $0 | $126,270,238 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $154,826,095 | $144,691,249 | $175,227,853 | $132,794,537 | $0 | $153,934,686 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $154,860,235 | $152,946,667 | $156,665,753 | $116,658,759 | $0 | $155,134,210 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $139,931,447 | $139,795,441 | $148,467,269 | $111,806,940 | $0 | $138,692,794 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $133,117,759 | $140,692,450 | $151,793,952 | $117,910,717 | $0 | $124,624,469 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $53,026,015 | $133,423,403 | $160,650,818 | $129,170,362 | $0 | $48,680,019 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $154,912,385 | $137,110,589 | $238,470,001 | $204,494,362 | $0 | $154,175,535 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $163,972,564 | $129,692,407 | $209,460,031 | $178,177,527 | $0 | $161,399,344 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $155,888,940 | $119,755,925 | $173,724,680 | $145,690,198 | $0 | $154,178,153 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $141,667,973 | $117,635,570 | $111,239,937 | $85,120,567 | $0 | $141,079,091 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $39,150,898 | $35,335,918 | $69,304,370 | $43,566,438 | $0 | $38,683,279 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $38,847,895 | $36,012,962 | $29,582,281 | $20,768,469 | $0 | $38,345,636 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $40,096,803 | $33,883,399 | $27,210,026 | $17,944,866 | $0 | $39,717,533 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $43,592,298 | $32,193,921 | $19,854,935 | $11,569,835 | $0 | $43,305,383 | $0 | 0 | 0 |
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.
- Portland Area UFCW Local 555- Tualatin, OR · 3 people in common (Brent Bohn, Dan Clay, Scott Powers)
- ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST Tualatin, OR · 3 people in common (Brent Bohn, Dan Clay, Scott Powers)
- SOUND HEALTH & WELLNESS TRUST Bothell, WA · 2 people in common (Brent Bohn, Scott Powers)
- RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU Spokane, WA · 2 people in common (Brent Bohn, Scott Powers)
- FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS UNION Pasadena, CA · 2 people in common (Brent Bohn, Shaylon Lovell)
- ALLIED EMPLOYERS INC Kirkland, WA · 2 people in common (Brent Bohn, Kyle Brittingham)
- SOUND HEALTH & WELLNESS RETIREE TRUST Bothell, WA · 2 people in common (Brent Bohn, Scott Powers)
- TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND Phoenix, AZ · 1 person in common (Brent Bohn)
- UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND Cypress, CA · 1 person in common (Brent Bohn)
- WASHINGTON TEAMSTER WELFARE TRUST Seattle, WA · 1 person in common (Scott Powers)
- OREGON TEAMSTER EMPLOYERS TRUST Portland, OR · 1 person in common (Brent Bohn)
- ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND Arvada, CO · 1 person in common (Brent Bohn)
- TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND West Covina, CA · 1 person in common (Brent Bohn)
- UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR Phoenix, AZ · 1 person in common (Brent Bohn)
- UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND Phoenix, AZ · 1 person in common (Brent Bohn)
- INLAND EMPIRE TEAMSTERS TRUST Spokane, WA · 1 person in common (Scott Powers)
- MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST Spokane, WA · 1 person in common (Brent Bohn)
- INTERMOUNTAIN UNITED FOOD & COMMERCIAL Murray, UT · 1 person in common (Brent Bohn)
- SOUND WETRAIN TRAINING AND WORKFORCE DEVELOPMENT TR Bothell, WA · 1 person in common (Brent Bohn)
- RETAIL STORE EMPLOYEES HEALTH AND Murray, UT · 1 person in common (Brent Bohn)
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 |
|---|---|---|---|---|---|---|---|
| TEAMSTERS LOCAL 639 EMPLOYERS HEALTH TRUST | OH | Not reported | $61,646,584 | $39,056,003 | TRUSTEE-UNION | $224,449 | Similar name, revenue within 5x |
| UFCW LOCAL 1776KS WD AND EMPLOYERS HEALTH FUND | PA | Not reported | $52,523,264 | $56,532,347 | ADMINISTRATIVE MANAGER | $143,728 | Similar name, revenue within 5x |
| TEAMSTERS LOCAL 922 EMPLOYERS HEALTH TRUST | MD | Not reported | $10,764,794 | $8,465,919 | UNION TRUSTEE | $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 · $172,979,743 spent · pay $0 · grants $0 · events $47,821
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $170,033,822 | - | - | - | 98.3% | |
| Fees: management | $1,429,794 | - | - | - | 0.8% | |
| Office expenses | $512,073 | - | - | - | 0.3% | |
| Fees: other services | $398,363 | - | - | - | 0.2% | |
| Fees: investment management | $302,435 | - | - | - | 0.2% | |
| Insurance | $107,308 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $52,251 | - | - | - | 0.0% |
| Fees: accounting | $49,564 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $47,821 | - | - | - | 0.0% | |
| Fees: legal | $46,312 | - | - | - | 0.0% | |
| Total | $172,979,743 | 100% |
2023 · Form 990 · $144,691,249 spent · pay $0 · grants $0 · events $51,082
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $141,653,746 | - | - | - | 97.9% | |
| Fees: management | $1,365,641 | - | - | - | 0.9% | |
| Office expenses | $785,408 | - | - | - | 0.5% | |
| Fees: other services | $330,456 | - | - | - | 0.2% | |
| Fees: investment management | $297,449 | - | - | - | 0.2% | |
| Insurance | $66,656 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $51,082 | - | - | - | 0.0% | |
| Fees: accounting | $49,377 | - | - | - | 0.0% | |
| Fees: legal | $47,064 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $44,370 | - | - | - | 0.0% |
| Total | $144,691,249 | 100% |
2022 · Form 990 · $152,946,667 spent · pay $0 · grants $0 · events $43,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $149,860,971 | - | - | - | 98.0% | |
| Fees: management | $1,362,233 | - | - | - | 0.9% | |
| Office expenses | $735,804 | - | - | - | 0.5% | |
| Fees: other services | $408,940 | - | - | - | 0.3% | |
| Fees: investment management | $285,946 | - | - | - | 0.2% | |
| Insurance | $131,672 | - | - | - | 0.1% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $43,438 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,033 | - | - | - | 0.0% |
| Fees: accounting | $34,030 | - | - | - | 0.0% | |
| Total | $152,946,667 | 100% |
2021 · Form 990 · $139,795,441 spent · pay $0 · grants $0 · events $10,904
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $137,134,521 | - | - | - | 98.1% | |
| Fees: management | $1,225,691 | - | - | - | 0.9% | |
| Office expenses | $608,929 | - | - | - | 0.4% | |
| Fees: other services | $340,900 | - | - | - | 0.2% | |
| Fees: investment management | $286,976 | - | - | - | 0.2% | |
| Insurance | $62,566 | - | - | - | 0.0% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Fees: accounting | $40,390 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,964 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,904 | - | - | - | 0.0% | |
| Total | $139,795,441 | 100% |
2020 · Form 990 · $140,692,450 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $137,824,449 | - | - | - | 98.0% | |
| Fees: management | $1,243,514 | - | - | - | 0.9% | |
| Office expenses | $685,822 | - | - | - | 0.5% | |
| Fees: other services | $439,814 | - | - | - | 0.3% | |
| Fees: investment management | $310,781 | - | - | - | 0.2% | |
| Insurance | $68,833 | - | - | - | 0.0% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $37,452 | - | - | - | 0.0% |
| Fees: accounting | $36,185 | - | - | - | 0.0% | |
| Total | $140,692,450 | 100% |
2019 · Form 990 · $133,423,403 spent · pay $0 · grants $0 · events $10,236
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $130,875,498 | - | - | - | 98.1% | |
| Fees: management | $1,231,357 | - | - | - | 0.9% | |
| Fees: investment management | $426,124 | - | - | - | 0.3% | |
| Office expenses | $379,716 | - | - | - | 0.3% | |
| Fees: other services | $298,540 | - | - | - | 0.2% | |
| Insurance | $71,058 | - | - | - | 0.1% | |
| Fees: legal | $47,500 | - | - | - | 0.0% | |
| Fees: accounting | $45,887 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $37,487 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,236 | - | - | - | 0.0% | |
| Total | $133,423,403 | 100% |
2018 · Form 990 · $137,110,589 spent · pay $0 · grants $0 · events $30,783
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $134,083,266 | - | - | - | 97.8% | |
| Fees: management | $1,239,271 | - | - | - | 0.9% | |
| Office expenses | $643,711 | - | - | - | 0.5% | |
| Fees: other services | $485,606 | - | - | - | 0.4% | |
| Fees: investment management | $394,192 | - | - | - | 0.3% | |
| Fees: accounting | $80,146 | - | - | - | 0.1% | |
| Insurance | $71,706 | - | - | - | 0.1% | |
| Fees: legal | $43,350 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,558 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $30,783 | - | - | - | 0.0% | |
| Total | $137,110,589 | 100% |
2017 · Form 990 · $129,692,407 spent · pay $0 · grants $0 · events $54,995
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $127,122,695 | - | - | - | 98.0% | |
| Fees: management | $1,347,600 | - | - | - | 1.0% | |
| Fees: investment management | $329,616 | - | - | - | 0.3% | |
| Fees: other services | $320,388 | - | - | - | 0.2% | |
| Office expenses | $284,345 | - | - | - | 0.2% | |
| Insurance | $81,556 | - | - | - | 0.1% | |
| Fees: legal | $60,644 | - | - | - | 0.0% | |
| Fees: accounting | $56,171 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $54,995 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $34,397 | - | - | - | 0.0% |
| Total | $129,692,407 | 100% |
2016 · Form 990 · $119,755,925 spent · pay $0 · grants $0 · events $20,421
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,927,826 | - | - | - | 97.6% | |
| Fees: management | $1,193,220 | - | - | - | 1.0% | |
| Other (as described) | TRANSITIONAL REINSURANCE FEES | $422,712 | - | - | - | 0.4% |
| Office expenses | $417,661 | - | - | - | 0.3% | |
| Fees: other services | $281,115 | - | - | - | 0.2% | |
| Fees: investment management | $253,448 | - | - | - | 0.2% | |
| Fees: legal | $83,098 | - | - | - | 0.1% | |
| Insurance | $72,984 | - | - | - | 0.1% | |
| Fees: accounting | $48,659 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $34,781 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $20,421 | - | - | - | 0.0% | |
| Total | $119,755,925 | 100% |
2014 · Form 990 · $117,635,570 spent · pay $0 · grants $0 · events $17,017
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $114,599,722 | - | - | - | 97.4% | |
| Fees: management | $1,043,781 | - | - | - | 0.9% | |
| Other (as described) | TRANSITIONAL REINSURANCE FEES | $980,504 | - | - | - | 0.8% |
| Office expenses | $329,612 | - | - | - | 0.3% | |
| Fees: other services | $275,277 | - | - | - | 0.2% | |
| Fees: accounting | $141,445 | - | - | - | 0.1% | |
| Fees: investment management | $93,207 | - | - | - | 0.1% | |
| Insurance | $55,776 | - | - | - | 0.0% | |
| Fees: legal | $50,870 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $48,359 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $17,017 | - | - | - | 0.0% | |
| Total | $117,635,570 | 100% |
2012 · Form 990 · $35,335,918 spent · pay $0 · grants $0 · events $21,686
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $34,356,322 | - | - | - | 97.2% | |
| Fees: management | $387,116 | - | - | - | 1.1% | |
| Fees: other services | $279,450 | - | - | - | 0.8% | |
| Fees: investment management | $101,814 | - | - | - | 0.3% | |
| Office expenses | $101,176 | - | - | - | 0.3% | |
| Fees: accounting | $42,001 | - | - | - | 0.1% | |
| Insurance | $25,148 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $21,686 | - | - | - | 0.1% | |
| Fees: legal | $21,205 | - | - | - | 0.1% | |
| Total | $35,335,918 | 100% |
2011 · Form 990 · $36,012,962 spent · pay $0 · grants $0 · events $21,541
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,234,653 | - | - | - | 97.8% | |
| Fees: management | $373,097 | - | - | - | 1.0% | |
| Fees: other services | $167,478 | - | - | - | 0.5% | |
| Fees: investment management | $84,818 | - | - | - | 0.2% | |
| Office expenses | $48,889 | - | - | - | 0.1% | |
| Fees: accounting | $35,044 | - | - | - | 0.1% | |
| Fees: legal | $24,000 | - | - | - | 0.1% | |
| Insurance | $23,442 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $21,541 | - | - | - | 0.1% | |
| Total | $36,012,962 | 100% |
2010 · Form 990 · $33,883,399 spent · pay $0 · grants $0 · events $24,241
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,038,692 | - | - | - | 97.5% | |
| Fees: management | $346,118 | - | - | - | 1.0% | |
| Fees: other services | $208,684 | - | - | - | 0.6% | |
| Office expenses | $113,376 | - | - | - | 0.3% | |
| Fees: accounting | $54,807 | - | - | - | 0.2% | |
| Fees: investment management | $41,722 | - | - | - | 0.1% | |
| Insurance | $28,593 | - | - | - | 0.1% | |
| Fees: legal | $27,166 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $24,241 | - | - | - | 0.1% | |
| Total | $33,883,399 | 100% |
2009 · Form 990 · $32,193,921 spent · pay $0 · grants $0 · events $9,891
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,525,763 | - | - | - | 97.9% | |
| Fees: management | $365,413 | - | - | - | 1.1% | |
| Fees: other services | $108,620 | - | - | - | 0.3% | |
| Office expenses | $91,854 | - | - | - | 0.3% | |
| Insurance | $25,003 | - | - | - | 0.1% | |
| Fees: accounting | $24,692 | - | - | - | 0.1% | |
| Fees: investment management | $21,685 | - | - | - | 0.1% | |
| Fees: legal | $21,000 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,891 | - | - | - | 0.0% | |
| Total | $32,193,921 | 100% |
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