IBEW 82 HEALTH AND WELFARE FUND
Cite this
Plain text IBEW 82 HEALTH AND WELFARE FUND. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/ibew-82-health-and-welfare-fund-316084151. Retrieved 2026-10-31.
APA furp.org. (n.d.). IBEW 82 HEALTH AND WELFARE FUND [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 31, 2026, from https://furp.org/org/ibew-82-health-and-welfare-fund-316084151
MLA “IBEW 82 HEALTH AND WELFARE FUND.” furp.org, tax years 2009–2024, https://furp.org/org/ibew-82-health-and-welfare-fund-316084151. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $23.0M · expenses $19.3M · assets $41.3M
- Also known as
- C/O AMERICAN BENEFIT CORP
- EIN
- 31-6084151
- Address
- 9200 US ROUTE 60, ONA, WV 25545-7417
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- May 1968 (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, PRESCRIPTION AND DEATH BENEFITS TO COVERED MEMBERS, RETIREES AND 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 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 |
|---|---|---|---|---|---|
| Keybank | INSTITUTIONAL TRUSTEE | 2016-2024 | $2,482 | $95,603 | 1 |
| Mark Poeppelmeier | CHAIRMAN | 2012-2024 | $0 | $15,273 | 2 |
Officers and directors, no compensation reported
23 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 |
|---|---|---|---|---|---|
| Andrew Hudson | ALT. TRUSTEE | 2023-2024 | 2 | $0 reported | 4 |
| Jeff Mcguffey | TRUSTEE | 2016-2024 | 2 | $0 reported | 7 |
| Tom Anderson | ALT. TRUSTEE | 2023-2024 | 2 | $0 reported | 3 |
| Shannon Mayenschein | TRUSTEE | 2023-2024 | 2 | $0 reported | 4 |
| Jack Lohbeck | SECRETARY | 2009-2024 | 2 | $0 reported | 1 |
| James A Fortkamp | TRUSTEE | 2017-2024 | 2 | $0 reported | 1 |
| Jerome Welling | TRUSTEE | 2016-2024 | 2 | $0 reported | 4 |
| Carter Harrison | TRUSTEE | 2018-2024 | 2 | $0 reported | 6 |
| Warren Craport | TRUSTEE | 2019-2024 | 2 | $0 reported | 1 |
| Jeffrey Serrer | ALT. TRUSTEE | 2019-2024 | 2 | $0 reported | 2 |
| Justin Welling | ALT. TRUSTEE | 2022-2024 | 2 | $0 reported | 1 |
| Greg Gust (former) | Trustee | 2014-2022 | 2 | $0 reported | 5 |
| Kevin Broxterman (former) | Trustee | 2021 | 2 | $0 reported | 1 |
| Michael Gebhart (former) | Trustee | 2009-2018 | 2 | $0 reported | 3 |
| Curtis Evans (former) | Trustee | 2014-2017 | 2 | $0 reported | 3 |
| Jim Fortkamp (former) | Trustee | 2009-2016 | 2 | $0 reported | 2 |
| Michael Evans (former) | Trustee | 2016 | 2 | $0 reported | 1 |
| Mike Evans (former) | ALTERNATE TRUSTEE | 2013 | 2 | $0 reported | 6 |
| Nicholas Comstock (former) | LABOR TRUSTEE | 2009-2013 | 2 | $0 reported | 4 |
| Dan Neal (former) | EMPLOYER TRUSTEE | 2013 | 2 | $0 reported | 1 |
| Danal Neal (former) | EMPLOYER TRUSTEE | 2009-2012 | 2 | $0 reported | 6 |
| William Melke (former) | LABOR TRUSTEE (RETIRED) | 2009-2012 | 2 | $0 reported | 2 |
| Scott Rairden (former) | LABOR TRUSTEE-ALTERNATE | 2009-2011 | 2 | $0 reported | 1 |
People by year
2024 · 13 people listed · 1 paid, $2K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEYBANK | INSTITUTIONAL TRUSTEE | 1 | $2,482 | $0 | $0 | $2,482 | 1 |
| MARK POEPPELMEIER | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| JACK LOHBECK | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES A FORTKAMP | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JEFF MCGUFFEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| JEROME WELLING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHANNON MAYENSCHEIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| CARTER HARRISON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WARREN CRAPORT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY SERRER | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN WELLING | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ANDREW HUDSON | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOM ANDERSON | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2023 · 13 people listed · 1 paid, $6K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEYBANK | INSTITUTIONAL TRUSTEE | 1 | $5,933 | $0 | $0 | $5,933 | 1 |
| MARK POEPPELMEIER | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| JACK LOHBECK | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES A FORTKAMP | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JEFF MCGUFFEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| JEROME WELLING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHANNON MAYENSCHEIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| CARTER HARRISON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WARREN CRAPORT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY SERRER | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JUSTIN WELLING | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ANDREW HUDSON | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOM ANDERSON | ALT. TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2022 · 11 people listed · 1 paid, $22K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $22,410 | $0 | $0 | $22,410 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Jeffrey Serrer | Alt. Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Poeppelmeier | Chairman | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| Carter Harrison | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Warren Craport | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Justin Welling | Alt. Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 11 people listed · 1 paid, $14K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $14,231 | $0 | $0 | $14,231 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jeffrey Serrer | Alt. Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Poeppelmeier | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| Carter Harrison | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Warren Craport | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Kevin Broxterman | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 1 paid, $13K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $12,681 | $0 | $0 | $12,681 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jeffrey Serrer | Alt. Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Mark Poeppelmeier | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| Carter Harrison | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Warren Craport | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 10 people listed · 1 paid, $11K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $11,231 | $0 | $0 | $11,231 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Warren Craport | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Mark Poeppelmeier | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| Carter Harrison | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| Jeffrey Serrer | Alt. Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 9 people listed · 1 paid, $10K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $10,384 | $0 | $0 | $10,384 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Michael Gebhart | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Mark Poeppelmeier | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| Carter Harrison | Trustee | 2 | $0 | $0 | $0 | $0 | 6 |
2017 · 9 people listed · 1 paid, $9K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KeyBank | Institutional Trustee | 1 | $9,047 | $0 | $0 | $9,047 | 1 |
| James A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Evans | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Michael Gebhart | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Mark Poeppelmeier | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
2016 · 9 people listed · 2 paid, $22K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mark Poeppelmeier | Trustee | 2 | $15,273 | $0 | $0 | $15,273 | 2 |
| KeyBank | Institutional Trustee | 1 | $7,204 | $0 | $0 | $7,204 | 1 |
| Jim A Fortkamp | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jack Lohbeck | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Greg Gust | Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Michael Gebhart | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Jeff McGuffey | Trustee | 2 | $0 | $0 | $0 | $0 | 7 |
| Michael Evans | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Jerome Welling | Trustee | 2 | $0 | $0 | $0 | $0 | 4 |
2015 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jim A Fortkamp | Employer Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jack Lohbeck | Employer Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Evans | Employer Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Greg Gust | Union Trustee | 2 | $0 | $0 | $0 | $0 | 5 |
| Michael Gebhart | Union Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| Mark Poeppelmeier | Union Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
2014 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JIM A FORTKAMP | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JACK LOHBECK | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS EVANS | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| GREG GUST | UNION TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL GEBHART | UNION TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| MARK POEPPELMEIER | UNION TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAN NEAL | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MARK POEPPELMEIER | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS COMSTOCK | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL GEBHART | LABOR TRUSTEE - VICE-CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK LOHBECK | EMPLOYER TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM FORTKAMP | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| MIKE EVANS | ALTERNATE TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
2012 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANAL NEAL | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| MARK POEPPELMEIER | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS COMSTOCK | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL GEBHART | LABOR TRUSTEE - VICE-CHAIR | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK LOHBECK | EMPLOYER TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM FORTKAMP | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM MELKE | LABOR TRUSTEE (RETIRED) | 2 | $0 | $0 | $0 | $0 | 2 |
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANAL NEAL | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| SCOTT RAIRDEN | LABOR TRUSTEE-ALTERNATE | 2 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS COMSTOCK | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL GEBHART | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK LOHBECK | EMPLOYER TRUSTEE - VICE-CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM FORTKAMP | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM MELKE | LABOR TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
2010 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANAL NEAL | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| SCOTT RAIRDEN | LABOR TRUSTEE-ALTERNATE | 2 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS COMSTOCK | LABOR TRUSTEE - VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL GEBHART | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK LOHBECK | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM FORTKAMP | EMPLOYER TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM MELKE | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2009 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANAL NEAL | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| scott rairden | LABOR TRUSTEE-ALTERNATE | 2 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS COMSTOCK | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| Michael Gebhart | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| jack lohbeck | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Fortkamp | EMPLOYER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM MELKE | LABOR TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 3 contractors · $758K
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $541,073 |
| CONIFER VALUE BASED CARE | FRISCO, TX | HEALTH BENEFIT MANAGEMENT | $115,190 |
| UNITED ACTUARIAL SERVICES | CARMEL, IN | PLAN ACTUARIAL SERVICES | $101,672 |
2023 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES | FREMONT, NE | HEALTH INSURANCE SERVICES | $1,459,252 |
| THE UNION LABOR LIFE INSURANCE COMPANY | SILVER SPRING, MD | HEALTH INSURANCE SERVICES | $554,019 |
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $507,169 |
| PRUDENTIAL FINANCIAL | NEWARK, NJ | LIFE INSURANCE SERVICES | $224,566 |
| LABOR FIRST | MOUNT LAUREL, NJ | HEALTH INSURANCE SERVICES | $216,046 |
2022 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,208,210 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $532,274 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $476,606 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $231,899 |
| United Healthcare Serives Inc | Cincinnati, OH | Health Insurance Services | $169,023 |
2021 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,183,553 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $483,620 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $464,695 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $238,042 |
| United Healthcare Serives Inc | Cincinnati, OH | Health Insurance Services | $181,181 |
2020 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,268,459 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $459,617 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $441,881 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $330,795 |
| United Healthcare Serives Inc | Cincinnati, OH | Health Insurance Services | $196,975 |
2019 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,243,646 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $477,327 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $452,664 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $333,826 |
| United HealthCare Services Inc | Cincinnati, OH | Health Insurance Services | $205,886 |
2018 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,186,625 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $473,133 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $454,541 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $411,319 |
| United HealthCare Services Inc | Cincinnati, OH | Health Insurance Services | $219,487 |
2017 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,270,794 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $454,362 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $439,966 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $416,953 |
| United HealthCare Services Inc | Cincinnati, OH | Health Insurance Services | $234,900 |
2016 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SAV-RX Prescription Services | Fremont, NE | Health Insurance Services | $1,413,152 |
| Labor First | Mount Laurel, NJ | Health Insurance Services | $434,868 |
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $420,947 |
| The Union Labor Life Insurance Company | Silver Spring, MD | Health Insurance Services | $409,997 |
| United HealthCare Services Inc | Cincinnati, OH | Health Insurance Services | $243,691 |
2015 · 2 contractors · $635K
| Name | Location | Service | Paid |
|---|---|---|---|
| American Benefit Corporation | Ona, WV | Plan Management and Operation | $348,480 |
| Anthem (Well Point) | Indianapolis, IN | Medical Network Fees | $286,784 |
2014 · 2 contractors · $578K
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $317,284 |
| ANTHEM (WELL POINT) | INDIANAPOLIS, IN | MEDICAL NETWORK FEES | $260,739 |
2013 · 2 contractors · $536K
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | PLAN MANAGEMENT AND OPERATION | $287,701 | |
| ANTHEM (WELL POINT) | MEDICAL NETWORK FEES | $248,127 |
2012 · 2 contractors · $557K
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $295,970 |
| ANTHEM (WELL POINT) | INDIANAPOLIS, IN | MEDICAL NETWORK FEES | $261,055 |
2011 · 2 contractors · $527K
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $268,166 |
| ANTHEM (WELL POINT) | INDIANAPOLIS, IN | MEDICAL NETWORK FEES | $258,583 |
2010 · 4 contractors · $541K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT SERVICES INC | AKRON, OH | PLAN MANAGEMENT AND OPERATION | $189,808 |
| MEDICAL MUTUAL OF OHIO | CLEVELAND, OH | MEDICAL NETWORK FEES | $127,376 |
| AMERICAN BENEFIT CORPORATION | ONA, WV | PLAN MANAGEMENT AND OPERATION | $116,127 |
| ANTHEM (WELL POINT) | INDIANAPOLIS, IN | MEDICAL NETWORK FEES | $107,378 |
2009 · 2 contractors · $443K
| Name | Location | Service | Paid |
|---|---|---|---|
| MEDICAL MUTUAL OF OHIO | CLEVELAND, OH | MEDICAL NETWORK FEES | $222,014 |
| BENEFIT SERVICES INC | AKRON, OH | PLAN MANAGEMENT AND OPERATION | $221,122 |
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 | ||||||||
| $23,028,630 | $19,298,744 | $41,276,135 | $40,827,696 | $0 | $20,251,265 | $2,482 | 0 | 12 |
| 2023 · Form 990 | ||||||||
| $19,084,498 | $17,354,050 | $36,581,496 | $36,345,753 | $0 | $17,320,474 | $5,933 | 0 | 12 |
| 2022 · Form 990 | ||||||||
| $17,228,827 | $14,600,037 | $33,174,101 | $33,038,240 | $0 | $16,392,570 | $22,410 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $15,436,874 | $12,032,757 | $29,138,971 | $29,040,472 | $0 | $14,638,452 | $14,231 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $15,523,776 | $13,556,699 | $29,602,405 | $29,469,881 | $0 | $14,595,344 | $12,681 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $14,828,227 | $14,479,321 | $24,292,204 | $24,117,673 | $0 | $14,157,310 | $11,231 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $15,616,259 | $14,976,907 | $23,445,578 | $23,345,604 | $0 | $14,783,140 | $10,384 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $15,440,621 | $12,303,339 | $23,271,178 | $22,064,657 | $0 | $14,537,671 | $9,047 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $13,284,571 | $10,733,328 | $18,886,079 | $18,607,371 | $0 | $12,864,011 | $22,477 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $9,742,955 | $9,418,297 | $14,462,030 | $14,320,555 | $0 | $9,468,881 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $8,880,815 | $8,639,800 | $13,777,735 | $13,746,168 | $0 | $8,467,068 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $9,183,107 | $8,478,351 | $13,581,968 | $13,492,007 | $0 | $8,076,432 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $9,007,054 | $7,984,536 | $12,496,468 | $12,473,167 | $0 | $8,466,259 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $9,079,299 | $8,167,283 | $11,143,834 | $11,098,225 | $0 | $8,952,406 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $9,376,371 | $9,628,542 | $10,200,122 | $10,133,048 | $0 | $9,073,994 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $9,189,789 | $9,632,758 | $9,368,554 | $9,328,580 | $0 | $8,879,346 | $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.
- ELECTRICAL LMCC OF DAYTON OHIO INC Kettering, OH · 3 people in common (Carter Harrison, Shannon Mayenschein, Tom Anderson)
- IBEW LOCAL 648 HEALTH PLAN Cincinnati, OH · 3 people in common (Andrew Hudson, Jeff Mcguffey, Jerome Welling)
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Dayton, OH · 2 people in common (Mark Poeppelmeier, Shannon Mayenschein)
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Liberty Twp, OH · 2 people in common (Andrew Hudson, Jeff Mcguffey)
- DAYTON ELECTICAL JOINT APPRENTICE COMMITTEE Dayton, OH · 2 people in common (Carter Harrison, Jeffrey Serrer)
- BUTLER WARREN COUNTY ELECTRICAL JOINT APPRENTICESHIP AND TRNG TRUS Liberty Twp, OH · 2 people in common (Jeff Mcguffey, Jerome Welling)
- ELECTRICAL WORKERS HEADQUARTERS LOCAL 82 DAYTON OHIO IBEW Dayton, OH · 2 people in common (Shannon Mayenschein, Tom Anderson)
- SCHRODER CORPORATION Liberty Twp, OH · 2 people in common (Andrew Hudson, Jeff Mcguffey)
- LIMA AREA JOINT APPRENTICESHIP & TRAINING COMMITTEE Lima, OH · 1 person in common (Carter Harrison)
- NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION CINCINNATI CHAPTER Cincinnati, OH · 1 person in common (Jerome Welling)
- WESTERN OHIO CHAPTER NATIONAL ELECTRICAL CONTRACTORS ASSOC Kettering, OH · 1 person in common (Carter Harrison)
- LIMA OHIO ELECTRICAL LABOR MANAGEMENT COOPERATION COMMITTEE I Kettering, OH · 1 person in common (Carter Harrison)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Liberty Twp, OH · 1 person in common (Jeff Mcguffey)
- IBEW LOCAL 648 CINCINNATI Cincinnati, OH · 1 person in common (Jeff Mcguffey)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (65)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| IBEW-654 HEALTH AND WELFARE FUND | NJ | Not reported | $12,316,677 | $9,539,234 | MANAGEMENT TRUSTEE | $723,574 | Similar name, revenue within 2x, similar mission |
| PIPEFITTERS HEALTH AND WELFARE FUND | MO | Not reported | $33,573,223 | $22,261,869 | TRUSTEE | $273,893 | Similar name, revenue within 2x, similar mission |
| IBEW NECA HEALTH AND WELFARE FUND | NE | Not reported | $41,638,416 | $39,536,952 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| IBEW LOCAL 915 HEALTH AND WELFARE FUND | TN | Not reported | $15,823,207 | $13,950,476 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| BAKERS HEALTH AND WELFARE FUND | CA | Not reported | $13,779,824 | $13,654,472 | Chair | $0 | Similar name, revenue within 2x, similar mission |
| LOCAL 94 IBEW HEALTH AND WELFARE FUND | NJ | Y43 | $14,585,945 | $15,806,809 | TRUSTEE | $0 | Similar name, revenue within 2x |
| NECA-IBEW LOCAL 176 HEALTH AND WELFARE TRUST FUND | IL | Not reported | $33,320,575 | $40,145,435 | TRUSTEE | $264,580 | Similar name, revenue within 2x, similar mission |
| HEALTH & WELFARE FUND | MA | Not reported | $43,572,194 | $41,515,049 | EMPLOYEE | $245,805 | Similar name, revenue within 2x |
| LOCAL 338 HEALTH AND WELFARE FUND | NY | Not reported | $45,367,399 | $47,706,920 | TRUSTEE | $425,402 | Similar name, revenue within 2x, similar mission |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Similar name, revenue within 2x, similar mission |
| IRONWORKERS HEALTH AND WELFARE FUND | UT | Not reported | $25,881,468 | $26,612,148 | Trustee | $0 | Similar name, revenue within 2x |
| MASONS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $15,438,764 | $14,444,718 | LABOR TRUSTEE | $0 | Similar name, revenue within 2x |
| LOCAL 99 UNITE HEALTH AND WELFARE FUND | NJ | Y43 | $27,943,705 | $27,469,021 | TRUSTEE | $0 | Similar name, revenue within 2x |
| HEALTH & WELFARE FUND LOCAL 456 IB | NJ | Not reported | $29,460,962 | $25,325,875 | TRUSTEE | $390,375 | Similar name, revenue within 2x |
| IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND | CA | Not reported | $40,441,700 | $35,355,483 | Secretary | $0 | Similar name, revenue within 2x |
| IBEW LOCAL UNION NO 347 HEALTH & WELFARE FUND | MI | Not reported | $42,976,690 | $36,944,414 | TRUSTEE&SECR | $0 | Similar name, revenue within 2x |
| IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND | IL | Not reported | $24,312,156 | $23,035,483 | TRUSTEE | $188,423 | Similar name, revenue within 2x |
| UNION ROOFERS HEALTH AND WELFARE FUND | CA | Not reported | $24,398,448 | $18,581,214 | FUND MANAGER | $142,116 | Similar name, revenue within 2x |
| HEALTH & WELFARE FUND IBEW 96 | CT | Not reported | $7,508,865 | $6,378,325 | UNION TRUSTEE (P) | $147,332 | Similar name, revenue within 5x, similar mission |
| TCWH 35 HEALTH AND WELFARE FUND | NJ | Not reported | $8,701,129 | $9,624,065 | TRUSTEE | $203,164 | Similar name, revenue within 5x, similar mission |
| IBEW LOCAL 143 HEALTH & WELFARE FUND | PA | Not reported | $10,708,630 | $9,903,718 | UNION TRUSTEE | $104,915 | Similar name, revenue within 5x, similar mission |
| TEAMSTERS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $52,342,345 | $48,987,477 | UNION TRUSTEE | $0 | Similar name, revenue within 5x, similar mission |
| LOCAL 1478-2 ILA HEALTH AND WELFARE FUND | NJ | Not reported | $5,676,033 | $7,394,790 | TRUSTEE | $331,203 | Similar name, revenue within 5x, similar mission |
| LOCAL 274 HEALTH AND WELFARE FUND | NJ | Not reported | $9,782,317 | $8,840,562 | UNION TRUSTEE | $83,467 | Similar name, revenue within 5x, similar mission |
| I B E W-607 HEALTH & WELFARE FUND | NJ | Not reported | $4,849,885 | $3,969,104 | TRUSTEE | $0 | Similar name, revenue within 5x, similar mission |
Who funds organizations like this
Grantors that funded the 65 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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| ROBERT & MARY JANE HEKEMIAN FOUNDATION INC | Private foundation | $10,000 | 2 | 1 | 2023–2024 | TROOP B HEALTH & WELFARE FUND |
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 · $19,298,744 spent · pay $2,482 · grants $0 · events $45,525
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,687,248 | - | - | - | 91.6% | |
| Other (as described) | CLAIMS ADMIN FEES | $1,102,408 | - | - | - | 5.7% |
| Other (as described) | CASE MANAGEMENT | $115,190 | - | - | - | 0.6% |
| Fees: other services | $101,672 | - | - | - | 0.5% | |
| Fees: legal | $62,044 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $45,525 | - | - | - | 0.2% | |
| Fees: investment management | $42,729 | - | - | - | 0.2% | |
| Other (as described) | PRINTING | $34,905 | - | - | - | 0.2% |
| Fees: accounting | $30,280 | - | - | - | 0.2% | |
| All other expenses | $29,862 | - | - | - | 0.2% | |
| Insurance | $28,822 | - | - | - | 0.1% | |
| Other (as described) | TRUSTEE FEES | $15,577 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $2,482 | - | - | - | 0.0% | |
| Total | $19,298,744 | 100% |
2023 · Form 990 · $17,354,050 spent · pay $5,933 · grants $0 · events $36,701
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,988,630 | - | - | - | 92.1% | |
| Other (as described) | CLAIMS ADMIN FEES | $1,047,452 | - | - | - | 6.0% |
| Fees: other services | $69,000 | - | - | - | 0.4% | |
| Fees: legal | $63,010 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $36,701 | - | - | - | 0.2% | |
| Fees: investment management | $34,234 | - | - | - | 0.2% | |
| Fees: accounting | $28,998 | - | - | - | 0.2% | |
| Insurance | $25,049 | - | - | - | 0.1% | |
| Other (as described) | PRINTING | $16,120 | - | - | - | 0.1% |
| All other expenses | $15,008 | - | - | - | 0.1% | |
| Other (as described) | CASE MANAGEMENT | $12,770 | - | - | - | 0.1% |
| Other (as described) | MISCELLANEOUS | $11,145 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $5,933 | - | - | - | 0.0% | |
| Total | $17,354,050 | 100% |
2022 · Form 990 · $14,600,037 spent · pay $0 · grants $0 · events $8,460
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,363,161 | - | - | - | 91.5% | |
| Other (as described) | Claims Admin Fees | $963,216 | - | - | - | 6.6% |
| Fees: other services | $72,050 | - | - | - | 0.5% | |
| Fees: legal | $38,853 | - | - | - | 0.3% | |
| Insurance | $34,382 | - | - | - | 0.2% | |
| Fees: investment management | $32,420 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $29,353 | - | - | - | 0.2% |
| Fees: accounting | $29,139 | - | - | - | 0.2% | |
| Other (as described) | Printing | $10,656 | - | - | - | 0.1% |
| All other expenses | $10,034 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $8,460 | - | - | - | 0.1% | |
| Other (as described) | Miscellaneous | $8,313 | - | - | - | 0.1% |
| Total | $14,600,037 | 100% |
2021 · Form 990 · $12,032,757 spent · pay $0 · grants $0 · events $10,527
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,758,599 | - | - | - | 89.4% | |
| Other (as described) | Claims Admin Fees | $953,414 | - | - | - | 7.9% |
| Fees: legal | $80,959 | - | - | - | 0.7% | |
| Fees: other services | $75,175 | - | - | - | 0.6% | |
| Fees: accounting | $34,430 | - | - | - | 0.3% | |
| Fees: investment management | $31,283 | - | - | - | 0.3% | |
| Other (as described) | Trustee Fees | $30,402 | - | - | - | 0.3% |
| Insurance | $23,488 | - | - | - | 0.2% | |
| Other (as described) | Bank Fees | $12,020 | - | - | - | 0.1% |
| All other expenses | $11,532 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $10,527 | - | - | - | 0.1% | |
| Other (as described) | Printing | $10,321 | - | - | - | 0.1% |
| Office expenses | $607 | - | - | - | 0.0% | |
| Total | $12,032,757 | 100% |
2020 · Form 990 · $13,556,699 spent · pay $0 · grants $0 · events $1,769
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,287,705 | - | - | - | 90.6% | |
| Other (as described) | Claims Admin Fees | $994,159 | - | - | - | 7.3% |
| Fees: legal | $62,124 | - | - | - | 0.5% | |
| Fees: other services | $53,838 | - | - | - | 0.4% | |
| Fees: accounting | $33,003 | - | - | - | 0.2% | |
| Other (as described) | Printing | $32,134 | - | - | - | 0.2% |
| Fees: investment management | $29,081 | - | - | - | 0.2% | |
| Insurance | $21,002 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $19,912 | - | - | - | 0.1% |
| Other (as described) | Bank Fees | $11,440 | - | - | - | 0.1% |
| All other expenses | $9,782 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,769 | - | - | - | 0.0% | |
| Office expenses | $750 | - | - | - | 0.0% | |
| Total | $13,556,699 | 100% |
2019 · Form 990 · $14,479,321 spent · pay $0 · grants $0 · events $9,836
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,241,588 | - | - | - | 91.5% | |
| Other (as described) | Claims Admin Fees | $979,899 | - | - | - | 6.8% |
| Fees: other services | $59,450 | - | - | - | 0.4% | |
| Fees: legal | $43,200 | - | - | - | 0.3% | |
| Insurance | $28,778 | - | - | - | 0.2% | |
| Fees: investment management | $27,231 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $25,870 | - | - | - | 0.2% |
| Fees: accounting | $23,095 | - | - | - | 0.2% | |
| Other (as described) | Bank Fees | $14,279 | - | - | - | 0.1% |
| Other (as described) | Miscellaneous | $13,146 | - | - | - | 0.1% |
| All other expenses | $12,577 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,836 | - | - | - | 0.1% | |
| Office expenses | $372 | - | - | - | 0.0% | |
| Total | $14,479,321 | 100% |
2018 · Form 990 · $14,976,907 spent · pay $0 · grants $0 · events $19,821
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,772,175 | - | - | - | 92.0% | |
| Other (as described) | Claims Admin Fees | $927,890 | - | - | - | 6.2% |
| Fees: other services | $58,050 | - | - | - | 0.4% | |
| Fees: legal | $57,829 | - | - | - | 0.4% | |
| Fees: accounting | $35,278 | - | - | - | 0.2% | |
| Fees: investment management | $30,385 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $19,834 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $19,821 | - | - | - | 0.1% | |
| Other (as described) | Printing | $18,733 | - | - | - | 0.1% |
| Insurance | $15,511 | - | - | - | 0.1% | |
| Other (as described) | Bank Fees | $11,759 | - | - | - | 0.1% |
| All other expenses | $8,791 | - | - | - | 0.1% | |
| Office expenses | $851 | - | - | - | 0.0% | |
| Total | $14,976,907 | 100% |
2017 · Form 990 · $12,303,339 spent · pay $0 · grants $0 · events $22,908
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,151,940 | - | - | - | 90.6% | |
| Other (as described) | Claims Admin Fees | $885,237 | - | - | - | 7.2% |
| Fees: legal | $71,868 | - | - | - | 0.6% | |
| Fees: other services | $68,390 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $22,908 | - | - | - | 0.2% | |
| Fees: investment management | $21,047 | - | - | - | 0.2% | |
| Fees: accounting | $20,500 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $18,573 | - | - | - | 0.2% |
| Insurance | $15,405 | - | - | - | 0.1% | |
| Other (as described) | Bank Fees | $10,344 | - | - | - | 0.1% |
| Other (as described) | Printing | $9,965 | - | - | - | 0.1% |
| All other expenses | $6,664 | - | - | - | 0.1% | |
| Office expenses | $498 | - | - | - | 0.0% | |
| Total | $12,303,339 | 100% |
2016 · Form 990 · $10,733,328 spent · pay $0 · grants $0 · events $14,433
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,618,520 | - | - | - | 89.6% | |
| Other (as described) | Claims Admin Fees | $857,107 | - | - | - | 8.0% |
| Fees: legal | $77,231 | - | - | - | 0.7% | |
| Fees: other services | $46,650 | - | - | - | 0.4% | |
| Other (as described) | Printing | $25,900 | - | - | - | 0.2% |
| Fees: accounting | $22,286 | - | - | - | 0.2% | |
| Fees: investment management | $19,804 | - | - | - | 0.2% | |
| Insurance | $18,198 | - | - | - | 0.2% | |
| Other (as described) | Trustee Fees | $15,273 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $14,433 | - | - | - | 0.1% | |
| Other (as described) | Bank Fees | $10,272 | - | - | - | 0.1% |
| All other expenses | $7,129 | - | - | - | 0.1% | |
| Office expenses | $525 | - | - | - | 0.0% | |
| Total | $10,733,328 | 100% |
2015 · Form 990 · $9,418,297 spent · pay $0 · grants $0 · events $18,075
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,541,063 | - | - | - | 90.7% | |
| Other (as described) | Claims Admin Fees | $623,744 | - | - | - | 6.6% |
| Fees: legal | $74,657 | - | - | - | 0.8% | |
| Fees: other services | $73,463 | - | - | - | 0.8% | |
| Fees: accounting | $23,000 | - | - | - | 0.2% | |
| Fees: investment management | $19,923 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $18,075 | - | - | - | 0.2% | |
| Insurance | $12,362 | - | - | - | 0.1% | |
| Other (as described) | Bank Fees | $10,360 | - | - | - | 0.1% |
| Other (as described) | Trustee Fees | $8,795 | - | - | - | 0.1% |
| Other (as described) | Printing | $7,385 | - | - | - | 0.1% |
| All other expenses | $4,990 | - | - | - | 0.1% | |
| Office expenses | $480 | - | - | - | 0.0% | |
| Total | $9,418,297 | 100% |
2014 · Form 990 · $8,639,800 spent · pay $0 · grants $0 · events $5,814
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,865,405 | - | - | - | 91.0% | |
| Other (as described) | CLAIMS ADMIN FEES | $578,023 | - | - | - | 6.7% |
| Fees: other services | $55,540 | - | - | - | 0.6% | |
| Fees: legal | $41,055 | - | - | - | 0.5% | |
| Fees: accounting | $24,304 | - | - | - | 0.3% | |
| Fees: investment management | $20,669 | - | - | - | 0.2% | |
| Other (as described) | PRINTING | $16,537 | - | - | - | 0.2% |
| Insurance | $12,362 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $10,368 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $5,814 | - | - | - | 0.1% | |
| Other (as described) | TRUSTEE FEES | $5,730 | - | - | - | 0.1% |
| All other expenses | $3,030 | - | - | - | 0.0% | |
| Office expenses | $963 | - | - | - | 0.0% | |
| Total | $8,639,800 | 100% |
2013 · Form 990 · $8,478,351 spent · pay $0 · grants $0 · events $10,544
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,752,649 | - | - | - | 91.4% | |
| Other (as described) | CLAIMS ADMIN FEES | $535,828 | - | - | - | 6.3% |
| Fees: other services | $49,000 | - | - | - | 0.6% | |
| Fees: legal | $44,767 | - | - | - | 0.5% | |
| Fees: investment management | $21,072 | - | - | - | 0.2% | |
| Fees: accounting | $21,008 | - | - | - | 0.2% | |
| All other expenses | $20,320 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $10,544 | - | - | - | 0.1% | |
| Insurance | $10,200 | - | - | - | 0.1% | |
| Office expenses | $7,060 | - | - | - | 0.1% | |
| Other (as described) | FIDELITY BOND | $2,777 | - | - | - | 0.0% |
| Other (as described) | DATA PROCESSING | $2,180 | - | - | - | 0.0% |
| Other (as described) | OFFICE OPERATIONS | $946 | - | - | - | 0.0% |
| Total | $8,478,351 | 100% |
2012 · Form 990 · $7,984,536 spent · pay $0 · grants $0 · events $10,814
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,217,181 | - | - | - | 90.4% | |
| Other (as described) | CLAIMS ADMIN FEES | $557,025 | - | - | - | 7.0% |
| Fees: other services | $60,204 | - | - | - | 0.8% | |
| Fees: legal | $57,111 | - | - | - | 0.7% | |
| Fees: investment management | $23,339 | - | - | - | 0.3% | |
| Fees: accounting | $21,257 | - | - | - | 0.3% | |
| All other expenses | $18,678 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $10,814 | - | - | - | 0.1% | |
| Insurance | $10,200 | - | - | - | 0.1% | |
| Office expenses | $4,167 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $2,180 | - | - | - | 0.0% |
| Other (as described) | FIDELITY BOND | $1,500 | - | - | - | 0.0% |
| Other (as described) | INTERN. FOUNDATION MEMB | $880 | - | - | - | 0.0% |
| Total | $7,984,536 | 100% |
2011 · Form 990 · $8,167,283 spent · pay $0 · grants $0 · events $12,203
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,435,418 | - | - | - | 91.0% | |
| Other (as described) | CLAIMS ADMIN FEES | $526,749 | - | - | - | 6.4% |
| Fees: other services | $59,908 | - | - | - | 0.7% | |
| Fees: legal | $38,948 | - | - | - | 0.5% | |
| Other (as described) | OTHER | $26,134 | - | - | - | 0.3% |
| Fees: accounting | $24,651 | - | - | - | 0.3% | |
| Fees: investment management | $22,124 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $12,203 | - | - | - | 0.1% | |
| Insurance | $10,200 | - | - | - | 0.1% | |
| Office expenses | $6,413 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $2,180 | - | - | - | 0.0% |
| Other (as described) | FIDELITY BOND | $1,500 | - | - | - | 0.0% |
| All other expenses | $855 | - | - | - | 0.0% | |
| Total | $8,167,283 | 100% |
2010 · Form 990 · $9,628,542 spent · pay $0 · grants $0 · events $17,100
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,836,483 | - | - | - | 91.8% | |
| Other (as described) | CLAIMS ADMIN FEES | $540,689 | - | - | - | 5.6% |
| Fees: other services | $75,798 | - | - | - | 0.8% | |
| Fees: legal | $69,194 | - | - | - | 0.7% | |
| Fees: accounting | $26,827 | - | - | - | 0.3% | |
| Office expenses | $22,133 | - | - | - | 0.2% | |
| Fees: investment management | $19,691 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $17,100 | - | - | - | 0.2% | |
| Insurance | $10,200 | - | - | - | 0.1% | |
| Other (as described) | OTHER | $5,912 | - | - | - | 0.1% |
| Other (as described) | DATA PROCESSING | $2,180 | - | - | - | 0.0% |
| Other (as described) | FIDELITY BOND | $1,500 | - | - | - | 0.0% |
| Other (as described) | INTERN. FOUNDATION MEMB | $835 | - | - | - | 0.0% |
| Total | $9,628,542 | 100% |
2009 · Form 990 · $9,632,758 spent · pay $0 · grants $0 · events $19,314
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,922,997 | - | - | - | 92.6% | |
| Other (as described) | CLAIMS ADMIN FEES | $443,136 | - | - | - | 4.6% |
| Fees: other services | $99,552 | - | - | - | 1.0% | |
| Fees: legal | $52,031 | - | - | - | 0.5% | |
| Fees: investment management | $22,145 | - | - | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $19,999 | - | - | - | 0.2% |
| Fees: accounting | $19,803 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $19,314 | - | - | - | 0.2% | |
| Office expenses | $12,060 | - | - | - | 0.1% | |
| Insurance | $7,695 | - | - | - | 0.1% | |
| Occupancy | $7,200 | - | - | - | 0.1% | |
| Other (as described) | DATA PROCESSING | $3,154 | - | - | - | 0.0% |
| Other (as described) | Bank Fees | $2,872 | - | - | - | 0.0% |
| Other (as described) | INTERN. FOUNDATION memb | $800 | - | - | - | 0.0% |
| Total | $9,632,758 | 100% |
Comments