4TH DISTRICT IBEW HEALTH FUND

Cite this

Plain text 4TH DISTRICT IBEW HEALTH FUND. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/4th-district-ibew-health-fund-316068797. Retrieved 2026-10-29.

APA furp.org. (n.d.). 4TH DISTRICT IBEW HEALTH FUND [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 29, 2026, from https://furp.org/org/4th-district-ibew-health-fund-316068797

MLA “4TH DISTRICT IBEW HEALTH FUND.” furp.org, tax years 2013–2024, https://furp.org/org/4th-district-ibew-health-fund-316068797. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $126.8M · expenses $99.9M · assets $147.9M

EIN
31-6068797
Address
9200 US ROUTE 60, ONA, WV 25545-7417
NTEE code
Y43
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
March 1967 (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 INSURANCE BENEFITS TO MEMBERS BY PAYMENT OF CLAIMS FOR HEALTH, ACCIDENT, SICKNESS, DENTAL AND LIFE INSURANCE FOR MEMBERS 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 22 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

22 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
John Young TRUSTEE2024 1 $0 reported 5
Bill Hamilton CHAIRMAN TRUSTEE2020-2024 1 $0 reported 4
James Bane TRUSTEE2017-2024 1 $0 reported 8
Ted Brady TRUSTEE2013-2024 1 $0 reported 5
John Frantz TRUSTEE2013-2024 1 $0 reported 3
Mike Dishon TRUSTEE2018-2024 1 $0 reported 1
Michael E Haught TRUSTEE2023-2024 1 $0 reported 5
Doug Giffin TRUSTEE2024 1 $0 reported 1
Chris Samples (former) TRUSTEE2021-2023 1 $0 reported 7
Shane Wolfe (former) TRUSTEE2021-2023 1 $0 reported 6
Dan Shirey (former) TRUSTEE2022 0 $0 reported 5
Troy Ferrell (former) TRUSTEE2013-2021 0 $0 reported 9
Shane Ferguson (former) TRUSTEE2018-2020 0 $0 reported 9
Jeff Burge (former) TRUSTEE2020 0 $0 reported 1
William Hamilton (former) TRUSTEE2013-2019 0 $0 reported 7
Jim Gillette (former) TRUSTEE2013-2019 0 $0 reported 2
Dana Joe Samples (former) EMPLOYEE TRUSTEE2013-2017 0 $0 reported 3
Curtis Evans (former) EMPLOYER TRUSTEE2013-2017 0 $0 reported 3
Steven Allred (former) EMPLOYER TRUSTEE2013-2016 0 $0 reported 5
John Gingell (former) ACTUARY2013-2014 0 $0 reported 1
Francoise Price (former) ACTUARY2013-2014 0 $0 reported 1
Michael Ledbetter (former) ATTORNEY2013-2014 0 $0 reported 1

People by year

2024 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL HAMILTON CHAIRMAN TRUSTEE1 $0$0$0 $04
JOHN YOUNG TRUSTEE1 $0$0$0 $05
DOUG GIFFIN TRUSTEE1 $0$0$0 $01
JAMES BANE TRUSTEE1 $0$0$0 $08
TED BRADY TRUSTEE1 $0$0$0 $05
JOHN FRANTZ TRUSTEE1 $0$0$0 $03
MIKE DISHON TRUSTEE1 $0$0$0 $01
MICHAEL HAUGHT TRUSTEE1 $0$0$0 $05
2023 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL HAMILTON CHAIRMAN TRUSTEE1 $0$0$0 $04
CHRIS SAMPLES TRUSTEE1 $0$0$0 $07
SHANE WOLFE TRUSTEE1 $0$0$0 $06
JAMES BANE TRUSTEE1 $0$0$0 $08
TED BRADY TRUSTEE1 $0$0$0 $05
JOHN FRANTZ TRUSTEE1 $0$0$0 $03
MIKE DISHON TRUSTEE1 $0$0$0 $01
MICHAEL HAUGHT TRUSTEE1 $0$0$0 $05
2022 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL HAMILTON CHAIRMAN TRUSTEE1 $0$0$0 $04
CHRIS SAMPLES TRUSTEE0 $0$0$0 $07
DAN SHIREY TRUSTEE0 $0$0$0 $05
JAMES BANE TRUSTEE0 $0$0$0 $08
TED BRADY TRUSTEE1 $0$0$0 $05
JOHN FRANTZ TRUSTEE0 $0$0$0 $03
MIKE DISHON TRUSTEE0 $0$0$0 $01
SHANE WOLFE TRUSTEE1 $0$0$0 $06
2021 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL HAMILTON CHAIRMAN TRUSTEE0 $0$0$0 $04
CHRIS SAMPLES TRUSTEE0 $0$0$0 $07
TROY FERRELL TRUSTEE0 $0$0$0 $09
JAMES BANE TRUSTEE0 $0$0$0 $08
TED BRADY TRUSTEE0 $0$0$0 $05
JOHN FRANTZ TRUSTEE0 $0$0$0 $03
MIKE DISHON TRUSTEE0 $0$0$0 $01
SHANE WOLFE TRUSTEE0 $0$0$0 $06
2020 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL HAMILTON CHAIRMAN TRUSTEE0 $0$0$0 $04
JEFF BURGE TRUSTEE0 $0$0$0 $01
TROY FERRELL TRUSTEE0 $0$0$0 $09
JAMES BANE TRUSTEE0 $0$0$0 $08
TED BRADY TRUSTEE0 $0$0$0 $05
JOHN FRANTZ TRUSTEE0 $0$0$0 $03
MIKE DISHON TRUSTEE0 $0$0$0 $01
SHANE FERGUSON TRUSTEE0 $0$0$0 $09
2019 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM HAMILTON TRUSTEE0 $0$0$0 $07
JIM GILLETTE TRUSTEE0 $0$0$0 $02
TROY FERRELL TRUSTEE0 $0$0$0 $09
JAMES BANE TRUSTEE0 $0$0$0 $08
TED BRADY TRUSTEE0 $0$0$0 $05
JOHN FRANTZ TRUSTEE0 $0$0$0 $03
MIKE DISHON TRUSTEE0 $0$0$0 $01
SHANE FERGUSON TRUSTEE0 $0$0$0 $09
2018 · 8 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM HAMILTON TRUSTEE0 $0$0$0 $07
JIM GILLETTE TRUSTEE0 $0$0$0 $02
TROY FERRELL TRUSTEE0 $0$0$0 $09
JAMES BANE TRUSTEE0 $0$0$0 $08
TED BRADY TRUSTEE0 $0$0$0 $05
JOHN FRANTZ TRUSTEE0 $0$0$0 $03
MIKE DISHON TRUSTEE0 $0$0$0 $01
SHANE FERGUSON TRUSTEE0 $0$0$0 $09
2017 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANA JOE SAMPLES EMPLOYEE TRUSTEE0 $0$0$0 $03
WILLIAM HAMILTON EMPLOYEE TRUSTEE/CHAIRMAN0 $0$0$0 $07
JIM GILLETTE EMPLOYEE TRUSTEE0 $0$0$0 $02
TROY FERRELL EMPLOYEE TRUSTEE0 $0$0$0 $09
JAMES BANE EMPLOYER TRUSTEE0 $0$0$0 $08
TED BRADY EMPLOYER TRUSTEE/SECRETARY0 $0$0$0 $05
JOHN FRANTZ EMPLOYER TRUSTEE0 $0$0$0 $03
CURTIS EVANS EMPLOYER TRUSTEE0 $0$0$0 $03
2016 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANA JOE SAMPLES EMPLOYEE TRUSTEE0 $0$0$0 $03
WILLIAM HAMILTON EMPLOYEE TRUSTEE/CHAIRMAN0 $0$0$0 $07
JIM GILLETTE EMPLOYEE TRUSTEE0 $0$0$0 $02
TROY FERRELL EMPLOYEE TRUSTEE0 $0$0$0 $09
STEVEN ALLRED EMPLOYER TRUSTEE0 $0$0$0 $05
TED BRADY EMPLOYER TRUSTEE/SECRETARY0 $0$0$0 $05
JOHN FRANTZ EMPLOYER TRUSTEE0 $0$0$0 $03
CURTIS MICHAEL EVANS EMPLOYER TRUSTEE0 $0$0$0 $03
2015 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANA JOE SAMPLES EMPLOYEE TRUSTEE0 $0$0$0 $03
WILLIAM HAMILTON EMPLOYEE TRUSTEE/CHAIRMAN0 $0$0$0 $07
JIM GILLETTE EMPLOYEE TRUSTEE0 $0$0$0 $02
TROY FERRELL EMPLOYEE TRUSTEE0 $0$0$0 $09
STEVEN ALLRED EMPLOYER TRUSTEE0 $0$0$0 $05
TED BRADY EMPLOYER TRUSTEE/SECRETARY0 $0$0$0 $05
JOHN FRANTZ EMPLOYER TRUSTEE0 $0$0$0 $03
CURTIS MICHAEL EVANS EMPLOYER TRUSTEE0 $0$0$0 $03
2014 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANA JOE SAMPLES EMPLOYEE TRUSTEE0 $0$0$0 $03
WILLIAM HAMILTON EMPLOYEE TRUSTEE/CHAIRMAN0 $0$0$0 $07
JIM GILLETTE EMPLOYEE TRUSTEE0 $0$0$0 $02
TROY FERRELL EMPLOYEE TRUSTEE0 $0$0$0 $09
STEVEN ALLRED EMPLOYER TRUSTEE0 $0$0$0 $05
TED BRADY EMPLOYER TRUSTEE/SECRETARY0 $0$0$0 $05
JOHN FRANTZ EMPLOYER TRUSTEE0 $0$0$0 $03
CURTIS MICHAEL EVANS EMPLOYER TRUSTEE0 $0$0$0 $03
JOHN GINGELL ACTUARY0 $0$0$0 $01
FRANCOISE PRICE ACTUARY0 $0$0$0 $01
MICHAEL LEDBETTER ATTORNEY0 $0$0$0 $01
2013 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANA JOE SAMPLES EMPLOYEE TRUSTEE0 $0$0$0 $03
WILLIAM HAMILTON EMPLOYEE TRUSTEE/CHAIRMAN0 $0$0$0 $07
JIM GILLETTE EMPLOYEE TRUSTEE0 $0$0$0 $02
TROY FERRELL EMPLOYEE TRUSTEE0 $0$0$0 $09
STEVEN ALLRED EMPLOYER TRUSTEE0 $0$0$0 $05
TED BRADY EMPLOYER TRUSTEE/SECRETARY-TREASURER0 $0$0$0 $05
JOHN FRANTZ EMPLOYER TRUSTEE0 $0$0$0 $03
CURTIS MICHAEL EVANS EMPLOYER TRUSTEE0 $0$0$0 $03
JOHN GINGELL ACTUARY0 $0$0$0 $01
FRANCOISE PRICE ACTUARY0 $0$0$0 $01
MICHAEL LEDBETTER ATTORNEY0 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $4.9M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$2,585,825
HIGHMARK WEST VIRGINIAPARKERSBURG, WVCLAIMS PROCESSING$1,170,648
THE SEGAL COMPANYNEW YORK, NYACTUARY$518,856
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE CERTIFICATIONS$328,281
LYRA HEALTHBURLINGAME, CAPRE CERTIFICATIONS$276,943
2023 · 5 contractors · $4.5M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$2,531,374
HIGHMARK WEST VIRGINIAPARKERSBURG, WVCLAIMS PROCESSING$786,186
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE-CERTIFICATIONS$529,184
THE SEGAL COMPANYNEW YORK, NYACTUARY$452,983
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$241,816
2022 · 5 contractors · $5.1M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$2,212,176
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,646,282
THE SEGAL COMPANYNEW YORK, NYACTUARY$666,198
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE-CERTIFICATIONS$427,276
NAVIHEALTH INCATLANTA, GATRANSITION CARE PROGRAM$139,425
2021 · 5 contractors · $5.0M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$2,062,759
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,664,445
THE SEGAL COMPANYNEW YORK, NYACTUARY$533,893
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE-CERTIFICATIONS$512,126
DELTA DENTALMECHANICSBURG, PADENTAL CLAIMS PROCESSING$265,293
2020 · 5 contractors · $5.0M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$1,910,326
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,782,278
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE-CERTIFICATIONS$593,481
THE SEGAL COMPANYNEW YORK, NYACTUARY$471,377
DELTA DENTALMECHANICSBURG, PADENTAL CLAIMS PROCESSING$287,930
2019 · 5 contractors · $4.8M
NameLocationServicePaid
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,804,440
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$1,776,968
AMERICAN HEALTH HOLDINGNEW ALBANY, OHPRE-CERTIFICATIONS$576,126
THE SEGAL COMPANYNEW YORK, NYACTUARY$392,301
DELTA DENTALMECHANICSBURG, PADENTAL CLAIMS PROCESSING$288,867
2018 · 5 contractors · $4.2M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$1,793,985
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,732,997
THE SEGAL COMPANYNEW YORK, NYACTUARY$407,126
INNOVATIVE HEALTHCARE DELIVERY LLCLAS VEGAS, NVTRANSITION CARE$164,787
LEDBETTER PARISI SOLLARS LLCMIAMISBURG, OHATTORNEY$107,533
2017 · 5 contractors · $3.7M
NameLocationServicePaid
AMERICAN BENEFIT CORPORATIONONA, WVTHIRD PARTY ADMINISTRATOR$1,545,871
COMMUNITY INSURANCE CO DBA ANTHEMATLANTA, GACLAIMS PROCESSING$1,544,137
THE SEGAL COMPANYNEW YORK, NYACTUARY$355,028
INNOVATIVE HEALTHCARE DELIVERY LLCLAS VEGAS, NVTRANSITION CARE$168,062
LEDBETTER PARISI SOLLARS LLCMIAMISBURG, OHATTORNEY$135,739

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-09-30 · view filing · original 990 ↗
$126,806,572$99,930,156 $147,913,654$144,016,299 $0$120,448,219 $008
2023 · Form 990 period ending 2024-09-30 · view filing · original 990 ↗
$101,419,741$83,771,560 $118,105,890$114,313,827 $0$98,483,572 $008
2022 · Form 990 period ending 2023-09-30 · view filing · original 990 ↗
$88,205,041$69,756,620 $92,399,445$88,393,159 $0$85,750,572 $008
2021 · Form 990 period ending 2022-09-30 · view filing · original 990 ↗
$85,309,236$69,267,574 $71,153,074$68,824,701 $0$83,678,553 $008
2020 · Form 990 period ending 2021-09-30 · view filing · original 990 ↗
$82,305,035$87,095,944 $62,184,887$60,230,051 $0$79,094,103 $008
2019 · Form 990 period ending 2020-09-30 · view filing · original 990 ↗
$75,048,795$80,316,154 $64,671,464$63,338,969 $0$73,547,432 $008
2018 · Form 990 period ending 2019-09-30 · view filing · original 990 ↗
$74,862,370$73,092,466 $68,094,778$66,343,297 $0$71,026,444 $008
2017 · Form 990 period ending 2018-09-30 · view filing · original 990 ↗
$64,786,285$61,955,718 $66,824,427$65,496,321 $0$62,329,036 $000
2016 · Form 990 period ending 2017-09-30 · view filing · original 990 ↗
$54,968,132$56,875,916 $64,514,656$62,851,461 $0$52,524,032 $000
2015 · Form 990 period ending 2016-09-30 · view filing · original 990 ↗
$54,008,764$54,688,682 $64,372,881$63,259,934 $0$52,521,658 $000
2014 · Form 990 period ending 2015-09-30 · view filing · original 990 ↗
$53,311,269$51,978,919 $63,610,820$61,534,106 $0$50,780,551 $000
2013 · Form 990 period ending 2014-09-30 · view filing · original 990 ↗
$52,424,215$47,271,053 $70,602,957$63,507,919 $0$49,870,271 $000

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.

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 (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UFCW LOCAL ONE HEALTH CARE FUNDNYY43 $73,394,829$61,191,827 TRUSTEE$373,746 Same NTEE code Y43, revenue within 2x, similar mission
FELRA AND UFCW HEALTH AND WELFARE FUNDMDY43 $139,405,998$132,978,144 UNION TRUSTEE$415,443 Same NTEE code Y43, revenue within 2x, similar mission
NEW YORK STATE TEAMSTERS COUNCIL HEALTH & HOSPITAL FUNDNYY43 $222,691,743$215,362,678 EXECUTIVE ADMINISTRATOR$352,020 Same NTEE code Y43, revenue within 2x, similar mission
SOUTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE FUNDCAY43 $190,107,098$185,314,159 CO-CHAIR - UNION$338,289 Same NTEE code Y43, revenue within 2x, similar mission
DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUSCAY43 $135,040,383$137,214,646 TRUSTEE - CHAIRMAN$0 Same NTEE code Y43, revenue within 2x
BUSINESS HEALTH TRWAY43 $152,934,586$152,269,083 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUNDILY43 $149,997,885$132,280,698 ADMINISTRATOR$227,266 Same NTEE code Y43, revenue within 2x
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TRNYY43 $229,254,406$227,738,752 UNION TRUSTEE$1,338,877 Same NTEE code Y43, revenue within 2x, similar mission
KRAFT FOODS GLOBAL INC RETIREE HEALTH AND LIFE BENEFIT TRILY43 $82,278,135$70,922,521 Trustee$45,365 Same NTEE code Y43, revenue within 2x, similar mission
INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CACAY43 $243,363,556$216,930,588 COO$454,777 Same NTEE code Y43, revenue within 2x, similar mission
LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUSTNVY43 $77,316,886$79,912,195 EMPLOYEE$105,609 Same NTEE code Y43, revenue within 2x, similar mission
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WEPAY43 $82,412,610$53,226,065 EMPLOYER TRUSTEE$723,574 Same NTEE code Y43, revenue within 2x
JACKSONVILLE POLICE OFFICERS AND FIRE FIGHTERS HEALTH INS TRFLY43 $90,975,723$83,614,624 EXECUTIVE DIRECTOR$97,558 Same NTEE code Y43, revenue within 2x
MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST INYY43 $153,048,371$158,228,408 TRUSTEE$5,130 Same NTEE code Y43, revenue within 2x, similar mission
CNH WELFARE BENEFIT TRUSTWIY43 $161,476,719$178,284,120 TRUSTEE$55,133 Same NTEE code Y43, revenue within 2x, similar mission
RBC USA HEALTH & WELFARE BENEFIT PL INTRVS TRNJY43 $196,372,711$192,294,663 See Schedule O$0 Same NTEE code Y43, revenue within 2x
KANSAS BANKERS ASSOCIATION WELFARE BENEFIT FUNDKSY43 $75,780,436$75,425,876 TRUSTEE$120,207 Same NTEE code Y43, revenue within 2x
PUBLIC EDUCATION HEALTH TRUSTAKY43 $92,998,148$99,755,855 CFO/PLAN ADMINISTRATOR$384,171 Same NTEE code Y43, revenue within 2x
ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUSTWAY43 $193,260,298$204,555,792 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x
UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TRDCY43 $65,602,179$29,195,811 CHAIRPERSON$112,879 Same NTEE code Y43, revenue within 2x, similar mission
AMEREN ACTIVE EMPLOYEE HEALTHCARE TRMOY43 $164,639,960$164,756,997 TRUSTEE$3,919 Same NTEE code Y43, revenue within 2x
HCA SHORT-TERM DISABILITY BENEFITS PLAN TRUSTTNY43 $129,682,161$129,364,167 TRUSTEE$10,590 Same NTEE code Y43, revenue within 2x
AGFIRST-FCBT EMPLOYEE WELFARE BENEFIT TRSCY43 $74,202,686$74,314,432 Inst Trustee Through 10/1/24$1,313 Same NTEE code Y43, revenue within 2x, similar mission
AT&T CORP MANAGEMENT & NONREPRESENT EMPLOYEES POSTRETIREMENT WELFARETXY43 $202,267,193$81,369,381 TRUSTEE$16,250 Same NTEE code Y43, revenue within 2x, similar mission
FIRST NATIONAL OF NEBRASKA INC WELFARE BENEFIT PLAN TRUSTNEY43 $72,177,569$72,622,715 TRUSTEE$7,029 Same NTEE code Y43, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$43,2231 12016–2016 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST

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 · $99,930,156 spent · pay $0 · grants $0 · events $39,747
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $94,200,415--- 94.3%
Other (as described)ADMINISTRATION FEES $2,485,852--- 2.5%
Other (as described)CLAIMS PAYING SERVICE $1,244,572--- 1.2%
Other (as described)PRE-CERTIFICATIONS/CASE $602,704--- 0.6%
Other (as described)ACTUARIAL AND CONSULTIN $518,856--- 0.5%
All other expenses $375,948--- 0.4%
Fees: investment management $245,357--- 0.2%
Fees: accounting $112,708--- 0.1%
Fees: legal $103,997--- 0.1%
Conferences, conventions and meetings $39,747--- 0.0%
Total$99,930,156100%

View the filing

2023 · Form 990 · $83,771,560 spent · pay $0 · grants $0 · events $35,269
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $78,063,340--- 93.2%
Other (as described)ADMINISTRATION FEES $2,444,313--- 2.9%
Other (as described)CLAIMS PAYING SERVICE $1,028,002--- 1.2%
All other expenses $817,589--- 1.0%
Other (as described)PRE-CERTIFICATIONS/CASE $529,184--- 0.6%
Other (as described)ACTUARIAL AND CONSULTIN $452,983--- 0.5%
Fees: investment management $234,907--- 0.3%
Fees: legal $88,383--- 0.1%
Fees: accounting $77,590--- 0.1%
Conferences, conventions and meetings $35,269--- 0.0%
Total$83,771,560100%

View the filing

2022 · Form 990 · $69,756,620 spent · pay $0 · grants $0 · events $18,386
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $64,013,570--- 91.8%
Other (as described)ADMINISTRATION FEES $2,143,928--- 3.1%
Other (as described)CLAIMS PAYING SERVICE $1,646,282--- 2.4%
Other (as described)ACTUARIAL AND CONSULTIN $666,198--- 1.0%
All other expenses $451,998--- 0.6%
Other (as described)PRE-CERTIFICATIONS/CASE $427,276--- 0.6%
Fees: investment management $207,499--- 0.3%
Fees: legal $102,032--- 0.1%
Fees: accounting $79,451--- 0.1%
Conferences, conventions and meetings $18,386--- 0.0%
Total$69,756,620100%

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2021 · Form 990 · $69,267,574 spent · pay $0 · grants $0 · events $16,449
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $63,624,181--- 91.9%
Other (as described)ADMINISTRATION FEES $2,099,148--- 3.0%
Other (as described)CLAIMS PAYING SERVICE $1,664,445--- 2.4%
Other (as described)ACTUARIAL AND CONSULTIN $533,893--- 0.8%
Other (as described)PRE-CERTIFICATIONS/CASE $512,126--- 0.7%
All other expenses $464,212--- 0.7%
Fees: investment management $194,489--- 0.3%
Fees: legal $107,146--- 0.2%
Fees: accounting $51,485--- 0.1%
Conferences, conventions and meetings $16,449--- 0.0%
Total$69,267,574100%

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2020 · Form 990 · $87,095,944 spent · pay $0 · grants $0 · events $13,836
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $81,399,925--- 93.5%
Other (as described)ADMINISTRATION FEES $1,945,247--- 2.2%
Other (as described)CLAIMS PAYING SERVICE $1,782,278--- 2.0%
Other (as described)PRE-CERTIFICATIONS/CASE $593,481--- 0.7%
All other expenses $507,118--- 0.6%
Other (as described)ACTUARIAL AND CONSULTIN $471,377--- 0.5%
Fees: investment management $232,194--- 0.3%
Fees: legal $105,462--- 0.1%
Fees: accounting $45,026--- 0.1%
Conferences, conventions and meetings $13,836--- 0.0%
Total$87,095,944100%

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2019 · Form 990 · $80,316,154 spent · pay $0 · grants $0 · events $25,573
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $74,777,213--- 93.1%
Other (as described)ADMINISTRATION FEES $1,809,683--- 2.3%
Other (as described)CLAIMS PAYING SERVICE $1,804,440--- 2.2%
Other (as described)PRE-CERTIFICATIONS/CASE $576,126--- 0.7%
All other expenses $528,404--- 0.7%
Other (as described)ACTUARIAL AND CONSULTIN $392,301--- 0.5%
Fees: investment management $249,868--- 0.3%
Fees: legal $102,912--- 0.1%
Fees: accounting $49,634--- 0.1%
Conferences, conventions and meetings $25,573--- 0.0%
Total$80,316,154100%

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2018 · Form 990 · $73,092,466 spent · pay $0 · grants $0 · events $30,370
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $67,752,731--- 92.7%
Other (as described)ADMINISTRATION FEES $1,793,985--- 2.5%
Other (as described)CLAIMS PAYING SERVICE $1,732,997--- 2.4%
Other (as described)PRE-CERTIFICATIONS/CASE $489,102--- 0.7%
All other expenses $455,203--- 0.6%
Other (as described)ACTUARIAL AND CONSULTIN $407,126--- 0.6%
Fees: investment management $270,568--- 0.4%
Fees: legal $107,533--- 0.1%
Fees: accounting $52,851--- 0.1%
Conferences, conventions and meetings $30,370--- 0.0%
Total$73,092,466100%

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2017 · Form 990 · $61,955,718 spent · pay $0 · grants $0 · events $35,954
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $57,268,482--- 92.4%
Other (as described)ADMINISTRATION FEES $1,565,414--- 2.5%
Other (as described)CLAIMS PAYING SERVICE $1,544,137--- 2.5%
Other (as described)PRE-CERTIFICATIONS/CASE $472,766--- 0.8%
Other (as described)ACTUARIAL AND CONSULTIN $355,028--- 0.6%
All other expenses $320,526--- 0.5%
Fees: investment management $216,824--- 0.3%
Fees: legal $108,412--- 0.2%
Fees: accounting $68,175--- 0.1%
Conferences, conventions and meetings $35,954--- 0.1%
Total$61,955,718100%

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2016 · Form 990 · $56,875,916 spent · pay $0 · grants $0 · events $15,655
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $52,685,493--- 92.6%
Other (as described)ADMINISTRATION FEES $1,501,560--- 2.6%
Other (as described)CLAIMS PAYING SERVICE $1,427,966--- 2.5%
Other (as described)ACTUARIAL AND CONSULTIN $305,143--- 0.5%
Fees: investment management $303,985--- 0.5%
All other expenses $263,027--- 0.5%
Other (as described)PRE-CERTIFICATIONS/CASE $208,564--- 0.4%
Fees: legal $114,663--- 0.2%
Fees: accounting $49,860--- 0.1%
Conferences, conventions and meetings $15,655--- 0.0%
Total$56,875,916100%

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2015 · Form 990 · $54,688,682 spent · pay $0 · grants $0 · events $31,299
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $50,637,330--- 92.6%
Other (as described)ADMINISTRATION FEES $1,407,010--- 2.6%
Other (as described)CLAIMS PAYING SERVICE $1,392,571--- 2.5%
All other expenses $275,732--- 0.5%
Fees: investment management $251,479--- 0.5%
Other (as described)PRE-CERTIFICATIONS/CASE $231,139--- 0.4%
Other (as described)ACTUARIAL AND CONSULTIN $214,914--- 0.4%
Fees: accounting $131,140--- 0.2%
Fees: legal $116,068--- 0.2%
Conferences, conventions and meetings $31,299--- 0.1%
Total$54,688,682100%

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2014 · Form 990 · $51,978,919 spent · pay $0 · grants $0 · events $34,569
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $48,184,064$48,184,064-- 92.7%
Other (as described)ADMINISTRATION FEES $1,374,444-$1,374,444- 2.6%
Other (as described)CLAIMS PAYING SERVICE $1,331,631-$1,331,631- 2.6%
Fees: investment management $285,165-$285,165- 0.5%
All other expenses $250,681-$250,681- 0.5%
Other (as described)ACTUARIAL AND CONSULTIN $207,489-$207,489- 0.4%
Other (as described)PRE-CERTIFICATIONS/CASE $193,428-$193,428- 0.4%
Fees: legal $74,838-$74,838- 0.1%
Fees: accounting $42,610-$42,610- 0.1%
Conferences, conventions and meetings $34,569-$34,569- 0.1%
Total$51,978,919100%

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2013 · Form 990 · $47,271,053 spent · pay $0 · grants $0 · events $24,649
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $43,709,031$43,709,031-- 92.5%
Other (as described)ADMINISTRATION FEES $1,280,133-$1,280,133- 2.7%
Other (as described)CLAIMS PAYING SERVICE $1,244,761-$1,244,761- 2.6%
All other expenses $305,280-$305,280- 0.6%
Fees: investment management $254,530-$254,530- 0.5%
Other (as described)PRE-CERTIFICATIONS/CASE $211,991-$211,991- 0.4%
Other (as described)ACTUARIAL AND CONSULTIN $144,954-$144,954- 0.3%
Fees: legal $69,394-$69,394- 0.1%
Fees: accounting $26,330-$26,330- 0.1%
Conferences, conventions and meetings $24,649-$24,649- 0.1%
Total$47,271,053100%

View the filing

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