UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR
Cite this
Plain text UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/united-food-and-commercial-workers-and-emps-arizona-health-and-welfare-tr-237244353. Retrieved 2026-10-25.
APA furp.org. (n.d.). UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 25, 2026, from https://furp.org/org/united-food-and-commercial-workers-and-emps-arizona-health-and-welfare-tr-237244353
MLA “UNITED FOOD & COMMERCIAL WORKERS & EMPS ARIZONA HEALTH & WELFARE TR.” furp.org, tax years 2010–2024, https://furp.org/org/united-food-and-commercial-workers-and-emps-arizona-health-and-welfare-tr-237244353. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $130.4M · expenses $178.1M · assets $178.7M
- Also known as
- Employers Desert States Health and Welfare Tr
- EIN
- 23-7244353
- Address
- 2550 W UNION DR STE 290, PHOENIX, AZ 85027-0000
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- September 1972 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
7 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 |
|---|---|---|---|---|---|
| James Mclaughlin | UNION TRUSTEE | 2010-2024 | $316,124 | $3,375,579 | 1 |
| Autumn Mitchell | UNION TRUSTEE | 2012-2024 | $200,877 | $1,976,960 | 1 |
| Martin Hernandez | UNION TRUSTEE | 2011-2024 | $166,080 | $1,717,630 | 1 |
| Kaitlyn Piazza | UNION TRUSTEE | 2022-2024 | $156,144 | $451,604 | 2 |
| Oscar Aragon | UNION TRUSTEE | 2024 | $117,699 | $117,699 | 1 |
| Frederick Carter (former) | UNION TRUSTEE - PAST | 2018-2022 | $133,272 | $649,583 | 1 |
| Paul Rubin (former) | UNION TRUSTEE | 2010-2017 | $0 | $486,202 | 1 |
Officers and directors, no compensation reported
13 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 | EMPLOYER TRUSTEE | 2024 | 2 | $0 reported | 20 |
| Leroy Westmoreland | EMPLOYER TRUSTEE - PAST | 2017-2024 | 2 | $0 reported | 6 |
| Andy Lukes | EMPLOYER TRUSTEE - PAST | 2021-2024 | 2 | $0 reported | 4 |
| Ian Adams | EMPLOYER TRUSTEE | 2013-2024 | 2 | $0 reported | 5 |
| Jacqueline Jones | EMPLOYER TRUSTEE | 2017-2024 | 2 | $0 reported | 1 |
| Henry Taylor | EMPLOYER TRUSTEE | 2024 | 2 | $0 reported | 1 |
| Danny K Ma (former) | EMPLOYER TRUSTEE | 2015-2021 | 2 | $0 reported | 1 |
| James Nygren (former) | EMPLOYER TRUSTEE | 2010-2017 | 4 | $0 reported | 1 |
| Frank Stegman (former) | EMPLOYER TRUSTEE | 2010-2017 | 4 | $0 reported | 1 |
| Stuart Marcus (former) | EMPLOYER TRUSTEE | 2010-2014 | 4 | $0 reported | 1 |
| Peter Barth (former) | EMPLOYER TRUSTEE | 2010-2012 | 4 | $0 reported | 2 |
| Jacob Sedillo (former) | UNION TRUSTEE | 2010-2011 | 4 | $0 reported | 1 |
| John Mccarthy (former) | UNION TRUSTEE | 2010 | 4 | $0 reported | 1 |
People by year
2024 · 11 people listed · 5 paid, $957K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $305,435 | $10,689 | $316,124 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $190,188 | $10,689 | $200,877 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $154,775 | $11,305 | $166,080 | 1 |
| KAITLYN PIAZZA | UNION TRUSTEE | 0 | $0 | $145,455 | $10,689 | $156,144 | 2 |
| OSCAR ARAGON | UNION TRUSTEE | 0 | $0 | $107,010 | $10,689 | $117,699 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| BRENT BOHN | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 20 |
| HENRY TAYLOR | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 6 |
| ANDY LUKES | EMPLOYER TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 4 |
2023 · 8 people listed · 4 paid, $883K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $310,879 | $12,344 | $323,223 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $210,351 | $12,344 | $222,695 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $167,947 | $11,144 | $179,091 | 1 |
| KAITLYN PIAZZA | UNION TRUSTEE | 0 | $0 | $146,126 | $12,344 | $158,470 | 2 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ANDY LUKES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2022 · 9 people listed · 5 paid, $930K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $292,110 | $13,999 | $306,109 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $180,890 | $13,999 | $194,889 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $146,223 | $12,799 | $159,022 | 1 |
| KAITLYN PIAZZA | UNION TRUSTEE | 0 | $0 | $122,991 | $13,999 | $136,990 | 2 |
| FREDERICK CARTER | UNION TRUSTEE - PAST | 0 | $0 | $120,473 | $12,799 | $133,272 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ANDY LUKES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2021 · 9 people listed · 4 paid, $781K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $302,770 | $8,969 | $311,739 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $176,134 | $8,969 | $185,103 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $146,715 | $7,769 | $154,484 | 1 |
| FREDERICK CARTER | UNION TRUSTEE | 0 | $0 | $122,737 | $7,418 | $130,155 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ANDY LUKES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2020 · 8 people listed · 4 paid, $763K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $268,691 | $13,582 | $282,273 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $178,797 | $13,582 | $192,379 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $141,473 | $12,382 | $153,855 | 1 |
| FREDERICK CARTER | UNION TRUSTEE | 0 | $0 | $120,862 | $13,582 | $134,444 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
2019 · 8 people listed · 4 paid, $734K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $264,322 | $13,284 | $277,606 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $165,091 | $13,284 | $178,375 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $136,455 | $12,084 | $148,539 | 1 |
| FREDERICK CARTER | UNION TRUSTEE | 0 | $0 | $117,306 | $12,084 | $129,390 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 6 |
2018 · 8 people listed · 4 paid, $713K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $264,562 | $12,927 | $277,489 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $155,986 | $12,927 | $168,913 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $132,336 | $11,727 | $144,063 | 1 |
| FREDERICK CARTER | UNION TRUSTEE | 0 | $0 | $110,595 | $11,727 | $122,322 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 6 |
2017 · 10 people listed · 3 paid, $526K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 0 | $0 | $244,460 | $12,390 | $256,850 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 0 | $0 | $126,215 | $12,386 | $138,601 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 0 | $0 | $118,865 | $11,186 | $130,051 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JACQUELINE JONES | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| LEROY WESTMORELAND | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 6 |
| PAUL RUBIN | UNION TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 8 people listed · 3 paid, $536K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $250,588 | $12,390 | $262,978 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 4 | $0 | $131,798 | $12,390 | $144,188 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $117,271 | $11,190 | $128,461 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2015 · 8 people listed · 4 paid, $651K · 1,156 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $237,583 | $12,390 | $249,973 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $142,931 | $6,195 | $149,126 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 4 | $0 | $117,535 | $12,390 | $129,925 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $111,011 | $11,190 | $122,201 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| DANNY K MA | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2014 · 8 people listed · 4 paid, $690K · 1,239 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $257,064 | $12,390 | $269,454 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $166,385 | $12,390 | $178,775 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 4 | $0 | $111,498 | $12,390 | $123,888 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $107,096 | $11,190 | $118,286 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| STUART MARCUS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2013 · 8 people listed · 4 paid, $611K · 1,279 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $229,142 | $12,619 | $241,761 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $145,682 | $12,619 | $158,301 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $102,078 | $11,419 | $113,497 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 4 | $0 | $85,708 | $11,419 | $97,127 | 1 |
| IAN ADAMS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
| STUART MARCUS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2012 · 8 people listed · none paid · 1,368 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER BARTH | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 2 |
| STUART MARCUS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| AUTUMN MITCHELL | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2011 · 8 people listed · none paid · 1,201 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER BARTH | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 2 |
| STUART MARCUS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| MARTIN HERNANDEZ | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JACOB SEDILLO | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2010 · 8 people listed · none paid · 989 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER BARTH | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 2 |
| STUART MARCUS | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES NYGREN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| FRANK STEGMAN | EMPLOYER TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN MCCARTHY | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JAMES MCLAUGHLIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL RUBIN | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JACOB SEDILLO | UNION TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $12.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $8,252,507 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,222,487 |
| EPLAN | PHOENIX, AZ | ADMIN SUPPORT SVCS | $1,094,131 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $515,586 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $481,587 |
2023 · 5 contractors · $12.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $8,582,705 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,190,510 |
| EPLAN | PHOENIX, AZ | ADMIN SUPPORT SVCS | $813,307 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $491,250 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $490,261 |
2022 · 5 contractors · $12.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $8,623,274 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,405,928 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $512,450 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $482,962 |
| NATIONAL INVESTMENT SERVICES INC | MILWAUKEE, WI | INVESTMENT SERVICES | $267,156 |
2021 · 5 contractors · $14.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $10,630,951 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,566,271 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $513,839 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $488,706 |
| NATIONAL INVESTMENT SERVICES INC | MILWAUKEE, WI | INVESTMENT SERVICES | $303,639 |
2020 · 5 contractors · $13.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $9,722,564 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,549,818 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $528,052 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $517,237 |
| MILLER KAPLAN ARASE LLP | NORTH HOLLYWOOD, CA | AUDITING SERVICES | $360,150 |
2019 · 5 contractors · $15.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $11,323,927 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,528,559 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $536,132 |
| UNITED HEALTHCARE | LEXINGTON, KY | ADMIN SUPPORT SVCS | $510,897 |
| OPTUM RX | IRVINE, CA | ADMIN SUPPORT SVCS | $329,260 |
2018 · 5 contractors · $13.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $9,603,216 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $2,544,167 |
| OPTUM RX | IRVINE, CA | ADMIN SUPPORT SVCS | $574,003 |
| AMERICAN HEALTH GROUP | MESA, AZ | ADMIN SUPPORT SVCS | $522,718 |
| MILLER KAPLAN ARASE LLP | NORTH HOLLYWOOD, CA | AUDITING SERVICES | $385,300 |
2017 · 5 contractors · $11.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $6,634,469 |
| CIGNA HEALTH LIFE INSURANCE CO | PHOENIX, AZ | ADMIN SUPPORT SVCS | $1,831,652 |
| BLUE CROSS BLUE SHIELD OF AZ | PHOENIX, AZ | ADMIN SUPPORT SVCS | $1,807,834 |
| IHN INC | CARMEL, IN | COST CONTAINMENT | $1,032,204 |
| CATAMARAN INC | SCHAUMBURG, IL | ADMIN. SUPPORT SVCS | $461,788 |
2016 · 5 contractors · $9.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $5,798,858 |
| CIGNA health life insurance co | PHOENIX, AZ | admin support svcs | $2,928,394 |
| ihn inc | CARMEL, IN | COST CONTAINMENT | $497,655 |
| MILLER KAPLAN ARASE LLP | NORTH HOLLYWOOD, CA | AUDIT & PAYROLL FEES | $350,940 |
| catamaran inc | SCHAUMBURG, IL | admin. support svcs | $330,220 |
2015 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $4,806,593 |
| CIGNA | OVERLAND PARK, KS | COST CONTAINMENT | $2,396,892 |
| BLUECROSS BLUESHIELD OF ARIZONA IN | PHOENIX, AZ | COST CONTAINMENT | $402,779 |
| EMDEON BUSINESS SERVICES | SCOTTSDALE, AZ | POSTAGE & PRINTING | $312,297 |
| MILLER KAPLAN ARASE LLP | NORTH HOLLYWOOD, CA | AUDIT PAYROLL FEES | $311,080 |
2014 · 5 contractors · $7.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $5,198,244 |
| BLUECROSS BLUESHIELD OF ARIZONA IN | PHOENIX, AZ | COST CONTAINMENT | $1,359,303 |
| PATIENT CARE PARTNERSHIP | PHOENIX, AZ | MEDICAL BILLING REV. | $707,157 |
| EMDEON BUSINESS SERVICES | SCOTTSDALE, AZ | POSTAGE & PRINTING | $306,197 |
| SAFEWAY HEALTH INC | PLEASANTON, CA | COST CONTAINMENT | $281,235 |
2013 · 5 contractors · $8.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | ADMIN. SERVICES | $6,003,755 | |
| BLUECROSS BLUESHIELD OF ARIZONA IN | COST CONTAINMENT | $1,418,210 | |
| PATIENT CARE PARTNERSHIP | MEDICAL BILLING REV. | $650,676 | |
| MILLER KAPLAN ARASE LLP | FS & PAYROLL AUDITS | $174,080 | |
| CREWS MACQUARRIE ASSOCIATES INC | ACTUARIAL SEVICES | $155,112 |
2012 · 5 contractors · $8.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $5,589,873 |
| BLUECROSS BLUESHIELD OF ARIZONA | PHOENIX, AZ | COST CONTAINMENT | $1,587,600 |
| PATIENT CARE PARTNERSHIP | PHOENIX, AZ | MEDICAL BILLING REV. | $937,155 |
| RAEL LETSON | PASADENA, CA | ACTUARIAL SERVICES | $168,939 |
| MILLER KAPLAN ARASE LLP | NORTH HOLLYWOOD, CA | FS & PAYROLL AUDITS | $157,080 |
2011 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $5,208,711 |
| BLUECROSS BLUESHIELD OF ARIZONA | PHOENIX, AZ | COST CONTAINMENT | $1,677,935 |
| PATIENT CARE PARTNERSHIP | PHOENIX, AZ | MEDICAL BILLING REV. | $812,572 |
| NAT'L MEDICAL HEALTH CARD SYSTEMS | LATHAN, NY | PHARMACY BENEFIT MGM | $346,952 |
| RAEL LETSON | PASADENA, CA | ACTUARIAL SERVICES | $175,506 |
2010 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS IN | PHOENIX, AZ | ADMIN. SERVICES | $5,166,600 |
| BLUE CROSS BLUE SHIELD OF ARIZONA | PHOENIX, AZ | COST CONTAINMENT | $1,720,194 |
| PATIENT CARE PARTNERSHIP | PHOENIX, AZ | MEDICAL BILLING REV. | $493,811 |
| NAT'L MEDICAL HEALTH CARD SYSTEMS | LATHAN, NY | PHARMACY BENEFIT MGM | $312,347 |
| RYAN RAPP UNDERWOOD PLC | PHOENIX, AZ | LEGAL SERVICES | $140,705 |
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 | ||||||||
| $130,445,358 | $178,138,993 | $178,665,378 | $112,736,285 | $0 | $125,919,101 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $172,496,317 | $157,382,462 | $208,190,496 | $154,150,292 | $0 | $164,999,037 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $199,517,838 | $155,906,263 | $183,210,848 | $132,819,206 | $0 | $198,464,619 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $114,391,174 | $162,839,528 | $142,595,036 | $91,698,943 | $0 | $109,177,441 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $214,292,498 | $159,136,162 | $193,114,410 | $141,989,735 | $0 | $212,053,536 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $197,372,087 | $156,723,154 | $139,601,376 | $84,789,489 | $0 | $195,164,366 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $190,692,893 | $159,948,975 | $97,360,031 | $43,343,416 | $0 | $189,867,915 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $183,238,267 | $158,599,114 | $74,128,835 | $13,269,332 | $0 | $182,690,152 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $165,083,036 | $172,037,676 | $51,614,334 | -$11,602,738 | $0 | $164,794,650 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $150,219,143 | $155,874,870 | $51,335,120 | -$5,690,297 | $0 | $149,836,041 | $0 | 1,156 | 0 |
| 2014 · Form 990 | ||||||||
| $136,071,510 | $131,388,269 | $38,771,548 | -$5,005,661 | $0 | $135,130,202 | $0 | 1,239 | 0 |
| 2013 · Form 990 | ||||||||
| $137,185,344 | $133,635,205 | $33,753,930 | -$9,555,989 | $0 | $136,629,133 | $0 | 1,279 | 0 |
| 2012 · Form 990 | ||||||||
| $135,465,712 | $142,888,570 | $27,243,854 | -$12,751,228 | $0 | $134,835,759 | $0 | 1,368 | 0 |
| 2011 · Form 990 | ||||||||
| $132,630,651 | $141,527,130 | $33,935,264 | -$5,765,527 | $0 | $132,774,314 | $0 | 1,201 | 0 |
| 2010 · Form 990 | ||||||||
| $123,049,278 | $125,607,239 | $38,778,590 | $3,029,537 | $0 | $123,183,519 | $0 | 989 | 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.
- ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND Arvada, CO · 4 people in common (Andy Lukes, Brent Bohn, Ian Adams)
- UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BEN FUND Cypress, CA · 3 people in common (Brent Bohn, Ian Adams, Leroy Westmoreland)
- UNITED FOOD & COMMERCIAL WORKERS UNION 711 FOOD EMPLYRS BENE FUND Phoenix, AZ · 3 people in common (Andy Lukes, Brent Bohn, Ian Adams)
- INTERMOUNTAIN UNITED FOOD & COMMERCIAL Murray, UT · 3 people in common (Andy Lukes, Brent Bohn, Ian Adams)
- TEAMSTERS AND FOOD EMPLOYERS SECURITY TRUST FUND West Covina, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS UNION Pasadena, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- FOOD EMPLOYERS & SERVICE EMPLOYEES Covina, CA · 2 people in common (Brent Bohn, Leroy Westmoreland)
- TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND Phoenix, AZ · 1 person in common (Brent Bohn)
- SOUND HEALTH & WELLNESS TRUST Bothell, WA · 1 person in common (Brent Bohn)
- OREGON TEAMSTER EMPLOYERS TRUST Portland, OR · 1 person in common (Brent Bohn)
- UFCW LOCAL 555 EMPLOYERS HEALTH TRUST Tualatin, OR · 1 person in common (Brent Bohn)
- Portland Area UFCW Local 555- Tualatin, OR · 1 person in common (Brent Bohn)
- RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU Spokane, WA · 1 person in common (Brent Bohn)
- ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST Tualatin, OR · 1 person in common (Brent Bohn)
- MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST Spokane, WA · 1 person in common (Brent Bohn)
- UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION Phoenix, AZ · 1 person in common (Kaitlyn Piazza) · related organization (Schedule R)
- ALLIED EMPLOYERS INC Kirkland, WA · 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)
- SOUND HEALTH & WELLNESS RETIREE TRUST Bothell, WA · 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 · More (28)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UNITED FOOD AND COMMERCIAL WORKERS LOCAL 152 HEALTH AND WELFARE FUND | NJ | Not reported | $130,331,437 | $119,216,666 | FORMER UNION TRUSTEE | $862,547 | Similar name, revenue within 2x |
| UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLYS HEALTH & WLFARE FD | GA | Not reported | $210,347,302 | $189,779,389 | CHAIRMAN | $324,196 | Similar name, revenue within 2x |
| UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND | OH | Not reported | $124,777,635 | $123,237,997 | EMPLOYER TRU | $0 | Similar name, revenue within 2x |
| UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR | TN | Not reported | $29,213,117 | $30,781,583 | TRUSTEE | $307,688 | Similar name, revenue within 5x |
| UNITED FOOD & COMMERCIAL WORKERS EMPLYS HEALTH & WELFARE FUND | GA | Not reported | $32,205,670 | $32,230,635 | UNION TRUSTEE | $185,418 | Similar name, revenue within 5x |
| UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 1546 HEALTH & WELFARE | IL | Not reported | $41,862,022 | $36,740,546 | DENTAL MANAGER/DENTIST | $275,259 | Similar name, revenue within 5x |
| UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN | WI | Not reported | $4,066,858 | $3,312,237 | CHAIRMAN/UNION TRUSTEE | $187,070 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | PA | Not reported | $286,983 | $325,596 | PRESIDENT | $48,411 | Similar name, revenue differs more than 10x |
| UNITED FOOD & COMMERCIAL WKRS UNION & PRTICPTG EMP HEALTH & WELFARE FD | MD | Not reported | $9,828,474 | $10,898,127 | UNION TRUSTEE | $418,010 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | OR | Not reported | $374,708 | $402,204 | PRESIDENT UF | $0 | Similar name, revenue differs more than 10x |
| MICHIGAN UNITED FOOD-COMMERCIAL WRKRS UNION-EMP HEALTH-WELFARE FND | OH | Not reported | $330,404 | $1,755,770 | TRUSTEE & SECRETARY | $358,706 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | NY | Not reported | $135,359 | $119,543 | SECRETARY | $6,439 | Similar name, revenue differs more than 10x |
| UNITED FOOD & COMMERCIAL WORKERS | WI | Not reported | $62,823 | $58,001 | VICE PRESIDE | $6,838 | Similar name, revenue differs more than 10x |
| UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND | FL | Y43 | $9,938,354 | $9,677,216 | Union Trustee | $0 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1625 AND EMPLOYERS HEALTH AN | FL | Not reported | $8,425,223 | $7,040,969 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | CA | Not reported | $19,157 | $18,494 | President | $4,800 | Similar name, revenue differs more than 10x |
| United Food and Commercial Workers | UT | Not reported | $225,098 | $111,517 | NONE | $0 | Similar name, revenue differs more than 10x |
| UNITED FOOD & COMMERCIAL WORKERS | IL | Not reported | $28,070 | $27,961 | TRUSTEE | $168,702 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | WA | Not reported | $609,927 | $8,617,589 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | NJ | Not reported | $2,044,637 | $2,163,157 | PRESIDENT | $267,798 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | NJ | Not reported | $181,583 | $181,583 | SECRETARY TRESURER | $27,600 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | MN | Not reported | $2,634,978 | $3,433,139 | PRESIDENT - PAST | $160,048 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | MN | Not reported | $1,122,709 | $1,040,313 | SECRETARY/TREASURER - PAST | $98,648 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | MN | Not reported | $553,347 | $599,429 | SEC-TREAS/BUSINESS AGENT - PAST | $57,961 | Similar name, revenue differs more than 10x |
| UNITED FOOD AND COMMERCIAL WORKERS | MN | Not reported | $100,861 | $82,770 | FINANCIAL SE | $4,080 | 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 · $178,138,993 spent · pay $0 · grants $0 · events $115,298
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $162,742,457 | - | - | - | 91.4% | |
| Fees: management | $6,989,470 | - | - | - | 3.9% | |
| Fees: other services | $2,974,645 | - | - | - | 1.7% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,663,661 | - | - | - | 1.5% |
| Office expenses | $1,065,144 | - | - | - | 0.6% | |
| Fees: investment management | $476,181 | - | - | - | 0.3% | |
| Other (as described) | UTILIZATION REVIEW FEES | $281,403 | - | - | - | 0.2% |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $275,573 | - | - | - | 0.2% |
| Fees: legal | $228,416 | - | - | - | 0.1% | |
| Fees: accounting | $198,588 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $115,298 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $73,500 | - | - | - | 0.0% |
| Insurance | $48,323 | - | - | - | 0.0% | |
| Travel | $6,334 | - | - | - | 0.0% | |
| Total | $178,138,993 | 100% |
2023 · Form 990 · $157,382,462 spent · pay $0 · grants $0 · events $88,751
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $141,789,849 | - | - | - | 90.1% | |
| Fees: management | $6,762,084 | - | - | - | 4.3% | |
| Fees: other services | $3,475,635 | - | - | - | 2.2% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,638,138 | - | - | - | 1.7% |
| Office expenses | $928,801 | - | - | - | 0.6% | |
| Fees: investment management | $508,817 | - | - | - | 0.3% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $283,270 | - | - | - | 0.2% |
| Other (as described) | UTILIZATION REVIEW FEES | $277,637 | - | - | - | 0.2% |
| Fees: accounting | $255,533 | - | - | - | 0.2% | |
| Fees: legal | $218,831 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $88,751 | - | - | - | 0.1% | |
| Insurance | $77,278 | - | - | - | 0.0% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $72,072 | - | - | - | 0.0% |
| Travel | $5,766 | - | - | - | 0.0% | |
| Total | $157,382,462 | 100% |
2022 · Form 990 · $155,906,263 spent · pay $0 · grants $0 · events $71,756
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $140,397,039 | - | - | - | 90.1% | |
| Fees: management | $6,423,913 | - | - | - | 4.1% | |
| Fees: other services | $3,701,981 | - | - | - | 2.4% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,619,138 | - | - | - | 1.7% |
| Office expenses | $1,169,660 | - | - | - | 0.8% | |
| Fees: investment management | $382,914 | - | - | - | 0.2% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $299,240 | - | - | - | 0.2% |
| Other (as described) | UTILIZATION REVIEW FEES | $292,427 | - | - | - | 0.2% |
| Fees: legal | $232,232 | - | - | - | 0.1% | |
| Fees: accounting | $170,000 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $72,643 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $71,756 | - | - | - | 0.0% | |
| Insurance | $70,130 | - | - | - | 0.0% | |
| Travel | $3,190 | - | - | - | 0.0% | |
| Total | $155,906,263 | 100% |
2021 · Form 990 · $162,839,528 spent · pay $0 · grants $0 · events $19,277
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $145,880,295 | - | - | - | 89.6% | |
| Fees: other services | $5,851,106 | - | - | - | 3.6% | |
| Fees: management | $5,826,281 | - | - | - | 3.6% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,758,424 | - | - | - | 1.7% |
| Office expenses | $840,264 | - | - | - | 0.5% | |
| Fees: investment management | $418,469 | - | - | - | 0.3% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $353,934 | - | - | - | 0.2% |
| Other (as described) | UTILIZATION REVIEW FEES | $316,214 | - | - | - | 0.2% |
| Fees: accounting | $241,000 | - | - | - | 0.1% | |
| Fees: legal | $220,498 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $72,325 | - | - | - | 0.0% |
| Insurance | $38,562 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $19,277 | - | - | - | 0.0% | |
| Travel | $2,879 | - | - | - | 0.0% | |
| Total | $162,839,528 | 100% |
2020 · Form 990 · $159,136,162 spent · pay $0 · grants $0 · events $15,401
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $141,874,549 | - | - | - | 89.2% | |
| Fees: other services | $6,240,058 | - | - | - | 3.9% | |
| Fees: management | $5,694,775 | - | - | - | 3.6% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,768,196 | - | - | - | 1.7% |
| Office expenses | $840,427 | - | - | - | 0.5% | |
| Fees: investment management | $377,298 | - | - | - | 0.2% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $366,098 | - | - | - | 0.2% |
| Other (as described) | UTILIZATION REVIEW FEES | $327,807 | - | - | - | 0.2% |
| Fees: accounting | $321,630 | - | - | - | 0.2% | |
| Fees: legal | $195,749 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $70,205 | - | - | - | 0.0% |
| Insurance | $41,684 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $15,401 | - | - | - | 0.0% | |
| Travel | $2,285 | - | - | - | 0.0% | |
| Total | $159,136,162 | 100% |
2019 · Form 990 · $156,723,154 spent · pay $0 · grants $0 · events $40,294
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $139,315,533 | - | - | - | 88.9% | |
| Fees: other services | $6,842,718 | - | - | - | 4.4% | |
| Fees: management | $5,429,059 | - | - | - | 3.5% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,739,143 | - | - | - | 1.7% |
| Office expenses | $770,987 | - | - | - | 0.5% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $366,205 | - | - | - | 0.2% |
| Other (as described) | UTILIZATION REVIEW FEES | $331,311 | - | - | - | 0.2% |
| Fees: accounting | $315,340 | - | - | - | 0.2% | |
| Fees: investment management | $231,432 | - | - | - | 0.1% | |
| Fees: legal | $220,637 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $70,704 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $40,294 | - | - | - | 0.0% | |
| Insurance | $38,584 | - | - | - | 0.0% | |
| Travel | $11,207 | - | - | - | 0.0% | |
| Total | $156,723,154 | 100% |
2018 · Form 990 · $159,948,975 spent · pay $0 · grants $0 · events $31,222
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $142,893,343 | - | - | - | 89.3% | |
| Fees: other services | $6,615,650 | - | - | - | 4.1% | |
| Fees: management | $5,119,282 | - | - | - | 3.2% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,844,308 | - | - | - | 1.8% |
| Office expenses | $939,667 | - | - | - | 0.6% | |
| Fees: accounting | $469,849 | - | - | - | 0.3% | |
| Other (as described) | UTILIZATION REVIEW FEES | $335,699 | - | - | - | 0.2% |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $227,373 | - | - | - | 0.1% |
| Fees: legal | $214,760 | - | - | - | 0.1% | |
| Fees: investment management | $111,532 | - | - | - | 0.1% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $68,294 | - | - | - | 0.0% |
| Insurance | $48,303 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $31,222 | - | - | - | 0.0% | |
| Travel | $29,693 | - | - | - | 0.0% | |
| Total | $159,948,975 | 100% |
2017 · Form 990 · $158,599,114 spent · pay $0 · grants $0 · events $46,228
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $143,740,830 | - | - | - | 90.6% | |
| Fees: other services | $5,432,636 | - | - | - | 3.4% | |
| Fees: management | $5,022,949 | - | - | - | 3.2% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,450,739 | - | - | - | 1.5% |
| Office expenses | $813,433 | - | - | - | 0.5% | |
| Fees: accounting | $303,120 | - | - | - | 0.2% | |
| Other (as described) | UTILIZATION REVIEW FEES | $216,313 | - | - | - | 0.1% |
| Fees: legal | $199,531 | - | - | - | 0.1% | |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $175,478 | - | - | - | 0.1% |
| Fees: investment management | $73,187 | - | - | - | 0.0% | |
| Other (as described) | PAT-CENTERED OUTCOME FEES | $64,732 | - | - | - | 0.0% |
| Insurance | $50,542 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $46,228 | - | - | - | 0.0% | |
| Travel | $9,396 | - | - | - | 0.0% | |
| Total | $158,599,114 | 100% |
2016 · Form 990 · $172,037,676 spent · pay $0 · grants $0 · events $56,129
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $158,030,699 | - | - | - | 91.9% | |
| Fees: management | $4,525,232 | - | - | - | 2.6% | |
| Fees: other services | $4,305,208 | - | - | - | 2.5% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $2,117,608 | - | - | - | 1.2% |
| Office expenses | $833,386 | - | - | - | 0.5% | |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $732,725 | - | - | - | 0.4% |
| All other expenses | $301,567 | - | - | - | 0.2% | |
| Fees: accounting | $297,190 | - | - | - | 0.2% | |
| Fees: legal | $268,825 | - | - | - | 0.2% | |
| Other (as described) | PARTNERSHIP PLAN COMP PRGM FEE | $261,952 | - | - | - | 0.2% |
| Other (as described) | DENTAL NETWORK ACCESS FEES | $170,796 | - | - | - | 0.1% |
| Fees: investment management | $71,389 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $56,129 | - | - | - | 0.0% | |
| Insurance | $47,837 | - | - | - | 0.0% | |
| Travel | $17,133 | - | - | - | 0.0% | |
| Total | $172,037,676 | 100% |
2015 · Form 990 · $155,874,870 spent · pay $0 · grants $0 · events $78,396
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $143,844,357 | - | - | - | 92.3% | |
| Fees: management | $3,782,499 | - | - | - | 2.4% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,773,155 | - | - | - | 1.1% |
| All other expenses | $1,724,296 | - | - | - | 1.1% | |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $1,158,240 | - | - | - | 0.7% |
| Office expenses | $799,778 | - | - | - | 0.5% | |
| Other (as described) | CIGNA REPRICING CLAIM FEE | $720,307 | - | - | - | 0.5% |
| Other (as described) | SAVE PROGRAM FEES | $681,982 | - | - | - | 0.4% |
| Fees: other services | $592,916 | - | - | - | 0.4% | |
| Fees: legal | $323,530 | - | - | - | 0.2% | |
| Fees: accounting | $311,080 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $78,396 | - | - | - | 0.1% | |
| Insurance | $63,887 | - | - | - | 0.0% | |
| Fees: investment management | $20,447 | - | - | - | 0.0% | |
| Total | $155,874,870 | 100% |
2014 · Form 990 · $131,388,269 spent · pay $0 · grants $0 · events $54,955
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $120,032,750 | - | - | - | 91.4% | |
| Fees: management | $3,758,623 | - | - | - | 2.9% | |
| Other (as described) | ACA TRANSITIONAL REINSURANCE | $1,627,674 | - | - | - | 1.2% |
| All other expenses | $1,364,472 | - | - | - | 1.0% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,359,303 | - | - | - | 1.0% |
| Other (as described) | SAVE PROGRAM FEES | $762,936 | - | - | - | 0.6% |
| Other (as described) | MAYO HEALTH NW PPO FEES | $707,157 | - | - | - | 0.5% |
| Office expenses | $685,614 | - | - | - | 0.5% | |
| Fees: other services | $485,909 | - | - | - | 0.4% | |
| Fees: accounting | $254,190 | - | - | - | 0.2% | |
| Fees: legal | $231,627 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $54,955 | - | - | - | 0.0% | |
| Insurance | $48,644 | - | - | - | 0.0% | |
| Fees: investment management | $14,415 | - | - | - | 0.0% | |
| Total | $131,388,269 | 100% |
2013 · Form 990 · $133,635,205 spent · pay $0 · grants $0 · events $46,809
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $123,707,724 | - | - | - | 92.6% | |
| Fees: management | $3,932,717 | - | - | - | 2.9% | |
| Other (as described) | SAVE PROGRAM FEES | $1,443,145 | - | - | - | 1.1% |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,418,210 | - | - | - | 1.1% |
| Office expenses | $695,708 | - | - | - | 0.5% | |
| Other (as described) | MAYO HEALTH NW PPO FEES | $650,676 | - | - | - | 0.5% |
| Fees: other services | $509,090 | - | - | - | 0.4% | |
| Other (as described) | CASE MANAGEMENT FEES | $445,444 | - | - | - | 0.3% |
| All other expenses | $391,906 | - | - | - | 0.3% | |
| Fees: accounting | $174,080 | - | - | - | 0.1% | |
| Fees: legal | $160,920 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $46,809 | - | - | - | 0.0% | |
| Insurance | $44,525 | - | - | - | 0.0% | |
| Fees: investment management | $14,251 | - | - | - | 0.0% | |
| Total | $133,635,205 | 100% |
2012 · Form 990 · $142,888,570 spent · pay $0 · grants $0 · events $35,708
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $132,899,953 | - | - | - | 93.0% | |
| Fees: management | $4,460,566 | - | - | - | 3.1% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,587,600 | - | - | - | 1.1% |
| Fees: other services | $1,077,612 | - | - | - | 0.8% | |
| Other (as described) | MAYO HEALTH NW PPO FEES | $937,155 | - | - | - | 0.7% |
| Office expenses | $765,018 | - | - | - | 0.5% | |
| Other (as described) | CASE MANAGEMENT FEES | $426,318 | - | - | - | 0.3% |
| Other (as described) | SAVE PROGRAM | $165,442 | - | - | - | 0.1% |
| Fees: legal | $161,562 | - | - | - | 0.1% | |
| Fees: accounting | $157,080 | - | - | - | 0.1% | |
| All other expenses | $150,458 | - | - | - | 0.1% | |
| Insurance | $44,525 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $35,708 | - | - | - | 0.0% | |
| Fees: investment management | $19,573 | - | - | - | 0.0% | |
| Total | $142,888,570 | 100% |
2011 · Form 990 · $141,527,130 spent · pay $0 · grants $0 · events $37,355
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $131,905,940 | - | - | - | 93.2% | |
| Fees: management | $4,503,962 | - | - | - | 3.2% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,677,935 | - | - | - | 1.2% |
| Other (as described) | MAYO HEALTH NW PPO FEES | $812,572 | - | - | - | 0.6% |
| Fees: other services | $781,956 | - | - | - | 0.6% | |
| Office expenses | $701,090 | - | - | - | 0.5% | |
| Other (as described) | PRESCRIPTION ADMIN FEES | $346,952 | - | - | - | 0.2% |
| Other (as described) | CASE MANAGEMENT FEES | $330,131 | - | - | - | 0.2% |
| All other expenses | $123,212 | - | - | - | 0.1% | |
| Fees: legal | $116,837 | - | - | - | 0.1% | |
| Fees: accounting | $109,020 | - | - | - | 0.1% | |
| Insurance | $44,525 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $37,355 | - | - | - | 0.0% | |
| Fees: investment management | $35,643 | - | - | - | 0.0% | |
| Total | $141,527,130 | 100% |
2010 · Form 990 · $125,607,239 spent · pay $0 · grants $0 · events $53,843
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,373,762 | - | - | - | 92.6% | |
| Fees: management | $4,473,661 | - | - | - | 3.6% | |
| Other (as described) | MEDICAL NETWORK ACCESS FEES | $1,720,194 | - | - | - | 1.4% |
| Office expenses | $770,348 | - | - | - | 0.6% | |
| Fees: other services | $731,600 | - | - | - | 0.6% | |
| Other (as described) | MAYO HEALTH NW PPO FEES | $493,811 | - | - | - | 0.4% |
| Other (as described) | PRESCRIPTION ADMIN. FEES | $312,347 | - | - | - | 0.2% |
| Other (as described) | CASE MANAGEMENT FEES | $286,566 | - | - | - | 0.2% |
| Fees: legal | $140,705 | - | - | - | 0.1% | |
| Other (as described) | VISION ADMINISTRATION FEES | $103,537 | - | - | - | 0.1% |
| Fees: investment management | $59,976 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $53,843 | - | - | - | 0.0% | |
| Insurance | $46,023 | - | - | - | 0.0% | |
| Fees: accounting | $40,866 | - | - | - | 0.0% | |
| Total | $125,607,239 | 100% |
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