UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND
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Cite this
Plain text UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/united-food-and-commercial-workers-union-employer-hlth-and-welfare-fund-346726563. Retrieved 2026-11-10.
APA furp.org. (n.d.). UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 10, 2026, from https://furp.org/org/united-food-and-commercial-workers-union-employer-hlth-and-welfare-fund-346726563
MLA “UNITED FOOD & COMMERCIAL WORKERS UNION-EMPLOYER HLTH & WELFARE FUND.” furp.org, tax years 2009–2024, https://furp.org/org/united-food-and-commercial-workers-union-employer-hlth-and-welfare-fund-346726563. Accessed 10 Nov. 2026.
Retrieved 2026-11-10; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $124.8M · expenses $123.2M · assets $123.6M
- Also known as
- HEALTH & WELFARE FUND
- EIN
- 34-6726563
- Address
- 9199 MARKET PL STE 1, BROADVIEW HTS, OH 44147-2870
- NTEE code
- Y20 Insurance Providers (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- February 1959 (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
PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 23 people listed on these returns reported compensation from the organization. They are listed below.
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 |
|---|---|---|---|---|---|
| Carl Green | UNION TRUSTE | 2022-2024 | Not reported | $0 reported | 5 |
| Carl Ivka | UNION TRUSTE | 2009-2024 | Not reported | $0 reported | 6 |
| Michael Dancy | UNION TRUSTE | 2022-2024 | Not reported | $0 reported | 2 |
| Christine Darrow | UNION TRUSTE | 2024 | Not reported | $0 reported | 2 |
| Sasha Phillips | EMPLOYER TRU | 2017-2024 | Not reported | $0 reported | 1 |
| Nick Albrecht | EMPLOYER TRU | 2022-2024 | Not reported | $0 reported | 1 |
| Thomas Heinen | EMPLOYER TRU | 2009-2024 | Not reported | $0 reported | 2 |
| Miles Anderson | UNION TRUSTE | 2022-2024 | Not reported | $0 reported | 2 |
| Eric Polischak | EMPLOYER TRU | 2022-2024 | Not reported | $0 reported | 2 |
| Suzy Scullin | UNION TRUSTE | 2024 | Not reported | $0 reported | 1 |
| Jim Trout (former) | EMPLOYER TRU | 2018-2022 | Not reported | $0 reported | 1 |
| Gary Owen (former) | UNION TRUSTE | 2020-2021 | Not reported | $0 reported | 2 |
| Kevin Mikolsky (former) | EMPLOYER TRU | 2021 | Not reported | $0 reported | 1 |
| Barb Caruso (former) | UNION TRUSTE | 2012-2020 | Not reported | $0 reported | 2 |
| Mike Martino (former) | UNION TRUSTE | 2013-2020 | Not reported | $0 reported | 1 |
| Jean Colarik (former) | EMPLOYER TRU | 2009-2020 | Not reported | $0 reported | 2 |
| Jill Adam (former) | UNION TRUSTE | 2009-2019 | Not reported | $0 reported | 3 |
| David Hicks (former) | EMPLOYER TRU | 2009-2018 | Not reported | $0 reported | 1 |
| Ray Huber (former) | EMPLOYER TRU | 2009-2017 | Not reported | $0 reported | 3 |
| Robert W Grauvogl (former) | UNION TRUSTE | 2009-2012 | Not reported | $0 reported | 1 |
| Timothy Fergus (former) | UNION TRUSTE | 2010-2011 | 1 | $0 reported | 3 |
| Thomas H Robertson (former) | UNION TRUSTE | 2009-2010 | 1 | $0 reported | 2 |
| Michael A Krzys (former) | UNION TRUSTEE | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 10 people listed · none paid · 22 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| NICK ALBRECHT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| MILES ANDERSON | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
| ERIC POLISCHAK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| CARL GREEN | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 5 |
| MICHAEL DANCY | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE DARROW | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| SUZY SCULLIN | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
2023 · 8 people listed · none paid · 24 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | 0 | $0 | $0 | $0 | $0 | 1 |
| NICK ALBRECHT | EMPLOYER TRU | 0 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | 0 | $0 | $0 | $0 | $0 | 2 |
| MILES ANDERSON | UNION TRUSTE | 0 | $0 | $0 | $0 | $0 | 2 |
| CARL IVKA | UNION TRUSTE | 0 | $0 | $0 | $0 | $0 | 6 |
| ERIC POLISCHAK | EMPLOYER TRU | 0 | $0 | $0 | $0 | $0 | 2 |
| CARL GREEN | UNION TRUSTE | 0 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL DANCY | UNION TRUSTE | 0 | $0 | $0 | $0 | $0 | 2 |
2022 · 9 people listed · none paid · 28 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| NICK ALBRECHT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| JIM TROUT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| MILES ANDERSON | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
| ERIC POLISCHAK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| CARL GREEN | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 5 |
| MICHAEL DANCY | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
2021 · 6 people listed · none paid · 26 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| KEVIN MIKOLSKY | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| JIM TROUT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| GARY OWEN | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2020 · 8 people listed · none paid · 31 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| JIM TROUT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| JEAN COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| GARY OWEN | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2019 · 8 people listed · none paid · 33 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| JIM TROUT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| JEAN COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2018 · 9 people listed · none paid · 32 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| JIM TROUT | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · none paid · 33 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | 2 | $0 | $0 | $0 | $0 | 6 |
| SASHA PHILLIPS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
2016 · 8 people listed · none paid · 34 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2015 · 8 people listed · none paid · 37 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2014 · 8 people listed · none paid · 40 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2013 · 8 people listed · none paid · 39 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| MIKE MARTINO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2012 · 8 people listed · none paid · 44 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| BARB CARUSO | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 2 |
| ROBERT W GRAUVOGL | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | - | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | - | $0 | $0 | $0 | $0 | 6 |
2011 · 8 people listed · none paid · 46 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN M COLARIK | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY FERGUS | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT W GRAUVOGL | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 6 |
2010 · 9 people listed · none paid · 49 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS H ROBERTSON | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 2 |
| JEAN M COLARIK | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY FERGUS | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 3 |
| ROBERT W GRAUVOGL | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRU | 1 | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTE | 1 | $0 | $0 | $0 | $0 | 6 |
2009 · 9 people listed · none paid · 46 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS H ROBERTSON | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JEAN M COLARIK | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL A KRZYS | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT W GRAUVOGL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID HICKS | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS HEINEN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RAY HUBER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JILL ADAM | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| CARL IVKA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WAINBLAT LAW | CHAGRIN FALLS, OH | LEGAL FEES | $389,015 |
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $332,018 |
| BRIDGEWAY TECHNOLOGIES | BALTIMORE, MD | COMPUTER COSULT | $326,328 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $142,500 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $116,859 |
2023 · 5 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $333,332 |
| WAINBLAT LAW | CHAGRIN FALLS, OH | LEGAL FEES | $264,001 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $138,200 |
| BRIDGEWAY TECHNOLOGIES | BALTIMORE, MD | COMPUTER COSULT | $135,249 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $130,520 |
2022 · 4 contractors · $916K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $356,954 |
| WAINBLAT LAW LLC | CHAGRIN FALLS, OH | LEGAL FEES | $265,820 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $146,700 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $146,313 |
2021 · 4 contractors · $915K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $398,648 |
| WAINBLAT LAW LLC | CHAGRIN FALLS, OH | LEGAL FEES | $239,508 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $148,770 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $127,614 |
2020 · 4 contractors · $894K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $401,996 |
| WAINBLAT LAW LLC | CHAGRIN FALLS, OH | LEGAL FEES | $200,636 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $146,295 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $145,515 |
2019 · 4 contractors · $858K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $333,312 |
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $256,989 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $143,165 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $124,584 |
2018 · 5 contractors · $974K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $314,259 |
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $297,610 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $145,777 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $108,956 |
| KEYBANK | CLEVELAND, OH | BANKING | $107,547 |
2017 · 4 contractors · $882K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $322,498 |
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $283,633 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $140,010 |
| INFOSTORE | BROOKLYN HTS, OH | RECORDS | $136,288 |
2016 · 3 contractors · $661K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $314,648 |
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $203,353 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $142,550 |
2015 · 3 contractors · $761K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $362,235 |
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $251,164 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $147,380 |
2014 · 3 contractors · $680K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $285,728 |
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $247,060 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $147,698 |
2013 · 3 contractors · $569K
| Name | Location | Service | Paid |
|---|---|---|---|
| MERRILL LYNCH | INVESTMENT | $227,577 | |
| LITTLER MENDELSON | LEGAL FEES | $187,782 | |
| CUNNINGHAM & ASSOCIATES | ACCOUNTING FEES | $154,102 |
2012 · 3 contractors · $560K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $223,527 |
| MERRILL LYNCH | CHAGRIN FALLS, OH | INVESTMENT | $188,833 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $147,665 |
2011 · 2 contractors · $319K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $168,392 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $150,730 |
2010 · 2 contractors · $317K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL FEES | $168,392 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | ACCOUNTING FEES | $148,565 |
2009 · 2 contractors · $324K
| Name | Location | Service | Paid |
|---|---|---|---|
| LITTLER MENDELSON | CLEVELAND, OH | LEGAL SERVICES | $168,538 |
| CUNNINGHAM & ASSOCIATES | BROADVIEW HTS, OH | AUDITING AND ACCOUNTING SERVICES | $155,771 |
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 | ||||||||
| $124,777,635 | $123,237,997 | $123,580,281 | $98,326,662 | $0 | $115,487,394 | - | 22 | - |
| 2023 · Form 990 | ||||||||
| $127,845,439 | $114,794,424 | $117,476,779 | $87,934,056 | $0 | $118,027,838 | - | 24 | - |
| 2022 · Form 990 | ||||||||
| $125,102,821 | $120,482,215 | $90,040,152 | $62,926,801 | $0 | $116,814,817 | - | 28 | - |
| 2021 · Form 990 | ||||||||
| $119,500,989 | $115,229,389 | $81,396,996 | $48,882,724 | $0 | $113,743,446 | - | 26 | - |
| 2020 · Form 990 | ||||||||
| $121,893,833 | $130,099,529 | $93,075,703 | $60,070,594 | $0 | $112,082,570 | - | 31 | - |
| 2019 · Form 990 | ||||||||
| $118,535,736 | $120,827,259 | $96,238,363 | $57,372,650 | $0 | $112,865,964 | - | 33 | - |
| 2018 · Form 990 | ||||||||
| $121,503,045 | $121,485,251 | $85,815,301 | $56,576,740 | $0 | $116,337,840 | - | 32 | - |
| 2017 · Form 990 | ||||||||
| $124,315,967 | $117,279,629 | $78,166,883 | $54,004,626 | $0 | $118,882,909 | - | 33 | - |
| 2016 · Form 990 | ||||||||
| $121,817,317 | $124,883,289 | $67,647,487 | $45,476,799 | $0 | $116,973,024 | - | 34 | - |
| 2015 · Form 990 | ||||||||
| $121,625,074 | $124,296,470 | $69,633,598 | $44,644,394 | $0 | $117,209,132 | - | 37 | - |
| 2014 · Form 990 | ||||||||
| $119,172,705 | $111,839,121 | $64,024,852 | $43,979,916 | $0 | $114,865,590 | - | 40 | - |
| 2013 · Form 990 | ||||||||
| $113,659,332 | $115,752,055 | $62,184,248 | $38,283,654 | $0 | $109,824,012 | - | 39 | - |
| 2012 · Form 990 | ||||||||
| $113,440,067 | $108,077,996 | $55,211,633 | $37,802,053 | $0 | $105,042,687 | - | 44 | - |
| 2011 · Form 990 | ||||||||
| $111,017,830 | $107,849,705 | $52,034,093 | $34,304,228 | $0 | $102,269,575 | - | 46 | - |
| 2010 · Form 990 | ||||||||
| $104,074,520 | $108,226,603 | $52,162,837 | $31,136,103 | $0 | $99,824,232 | - | 49 | - |
| 2009 · Form 990 | ||||||||
| $92,201,156 | $101,167,354 | $50,461,650 | $35,288,186 | $0 | $89,203,645 | $0 | 46 | 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.
- UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION Broadview Hts, OH · 4 people in common (Carl Green, Carl Ivka, Christine Darrow)
- UFCW REGION 4 CENTRAL STATES COUNCIL Erlanger, KY · 3 people in common (Carl Green, Carl Ivka, Miles Anderson)
- CLEVELAND BAKERS LOCAL NO 19 HEALTH AND WELFARE FUND Valley View, OH · 2 people in common (Eric Polischak, Thomas Heinen)
- UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 SCHOLARSHIP FUND Broadview Hts, OH · 2 people in common (Carl Green, Carl Ivka)
- 622 UFCW UNION LOCAL 880 CREDIT UNI Cleveland, OH · 1 person in common (Carl Ivka)
- UFCW LOCAL 880 REALTY CORPORATION Broadview Heights, OH · 1 person in common (Carl Ivka)
- ALLIANCE OF UFCW LOCAL UNIONS Southfield, MI · 1 person in common (Carl Green)
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WHOLESALERS GROUP LIFE AND HEALTH BENEFIT PLAN TRUST | OH | Y20 | $68,553,747 | $65,335,957 | TRUSTEE | $12,790 | Same NTEE code Y20, revenue within 2x, same state, similar mission |
| CLEVELAND BAKERS LOCAL NO 19 HEALTH AND WELFARE FUND | OH | Y20 | $80,658,619 | $71,639,752 | Health and Welfare Manager | $165,973 | Same NTEE code Y20, revenue within 2x, same state |
| UNITED CHURCH INSURANCE ASSOCIATION | OH | Y20 | $87,827,463 | $80,050,957 | PRESIDENT/ CEO | $605,688 | Same NTEE code Y20, revenue within 2x, same state |
| BOILERMAKERS NATIONAL HEALTH & WELFARE FUND | MN | Y20 | $224,613,531 | $192,674,975 | CHIEF INVESTMENT OFFICER | $574,112 | Same NTEE code Y20, revenue within 2x, similar mission |
| IRON WORKERS LOCALS 40 361 & 417 WELFARE FUND | NY | Y20 | $112,371,776 | $113,208,307 | FUND ADMINISTRATOR | $385,103 | Same NTEE code Y20, revenue within 2x, similar mission |
| MID CENTRAL OPERATING ENGINEERS HEALTH & WELFARE FUND | IN | Y20 | $153,441,974 | $127,465,023 | Executive Admin | $184,809 | Same NTEE code Y20, revenue within 2x, similar mission |
| MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | MN | Y20 | $75,218,410 | $63,873,051 | SECRETARY | $179,981 | Same NTEE code Y20, revenue within 2x, similar mission |
| GREATER ST LOUIS CONSTRUCTION LABORERS WELFARE FUND | MO | Y20 | $68,928,683 | $62,031,395 | WELFARE DIRECTOR | $185,852 | Same NTEE code Y20, revenue within 2x, similar mission |
| UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND | MO | Y20 | $65,414,835 | $64,060,178 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, similar name |
| WESTERN TEAMSTERS WELFARE TRUST | WA | Y20 | $73,253,134 | $83,934,401 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x, similar mission |
| UNITED FURNITURE WORKERS INSURANCE FUND | TN | Y20 | $65,442,764 | $70,069,906 | TRUSTEE | $93,239 | Same NTEE code Y20, revenue within 2x |
| UFCW NATIONAL HEALTH AND WELFARE FUND | NJ | Y20 | $157,657,277 | $166,337,792 | FUND ADMINISTRATOR | $374,400 | Same NTEE code Y20, revenue within 2x |
| OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND | WA | Y20 | $125,268,149 | $123,459,429 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| OREGON TEAMSTER EMPLOYERS TRUST | OR | Y20 | $228,515,136 | $215,452,185 | TRUSTEE/CHAIR | $0 | Same NTEE code Y20, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND | NY | Y20 | $152,799,256 | $122,341,303 | FUND ADMINISTRATOR | $476,916 | Same NTEE code Y20, revenue within 2x |
| P G & E POST RETIREMENT MED PL TR NON-MGMT EMPLOYEES & RETIREES | PA | Y20 | $84,500,203 | $120,839,655 | TRUSTEE (SEE SCHEDULE O) | $446,290 | Same NTEE code Y20, revenue within 2x, similar mission |
| AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND | HI | Y20 | $159,468,470 | $125,522,342 | LABOR TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| TRANSPORT WORKERS MTA HEALTH AND WELFARE TR | TX | Y20 | $71,861,102 | $71,529,730 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC | WI | Y20 | $112,225,671 | $101,946,022 | CHAIRMAN | $219,809 | Same NTEE code Y20, revenue within 2x, similar mission |
| ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW | MA | Y20 | $162,904,434 | $181,129,769 | FUND ADMINISTRATOR | $423,677 | Same NTEE code Y20, revenue within 2x |
| INTERNATIONAL BROTHERHOOD OF ELETRL WORKERS HLTH & WLFR FND LOCAL 124 | MO | Y20 | $75,256,345 | $65,263,919 | CHAIRMAN, TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| BURLINGTON NORTHERN SANTA FE CORP WELFARE BENEFIT TRUST | TX | Y20 | $111,978,595 | $108,393,243 | Trustee | $20,000 | Same NTEE code Y20, revenue within 2x |
| PIPE TRADES SERVICES MN WELFARE FUND | MN | Y20 | $140,356,260 | $132,732,539 | CHAIR (EFF MAR. 2025) | $0 | Same NTEE code Y20, revenue within 2x |
| DISTRICT COUNCIL 47 HEALTH AND WELFARE FUND | PA | Y20 | $102,018,903 | $102,848,856 | TRUSTEE | $0 | Same NTEE code Y20, revenue within 2x |
| CITGO EMPLOYEES BENEFIT TRUST | OK | Y20 | $112,014,705 | $120,839,633 | TRUSTEE | $16,677 | Same NTEE code Y20, revenue within 2x |
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).
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 · $123,237,997 spent · pay $1,706,095 · grants $0 · events $34,888
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $119,646,414 | - | - | - | 97.1% | |
| Other salaries and wages | $1,125,950 | - | - | - | 0.9% | |
| Information technology | $429,351 | - | - | - | 0.3% | |
| Other employee benefits | $377,387 | - | - | - | 0.3% | |
| Fees: investment management | $339,427 | - | - | - | 0.3% | |
| Fees: legal | $236,620 | - | - | - | 0.2% | |
| Office expenses | $211,850 | - | - | - | 0.2% | |
| Occupancy | $205,644 | - | - | - | 0.2% | |
| Fees: accounting | $142,500 | - | - | - | 0.1% | |
| Pension plan contributions | $126,151 | - | - | - | 0.1% | |
| Payroll taxes | $76,607 | - | - | - | 0.1% | |
| Other (as described) | UTILITIES AND OFFICE MAIN | $63,587 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $62,326 | - | - | - | 0.1% |
| All other expenses | $51,239 | - | - | - | 0.0% | |
| Other (as described) | PATIENT RESEARCH FEE TAX | $44,452 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $34,888 | - | - | - | 0.0% | |
| Other (as described) | TELEPHONE | $31,185 | - | - | - | 0.0% |
| Insurance | $16,501 | - | - | - | 0.0% | |
| Fees: other services | $15,918 | - | - | - | 0.0% | |
| Total | $123,237,997 | 100% |
2023 · Form 990 · $114,794,424 spent · pay $1,682,252 · grants $0 · events $21,051
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $111,046,905 | - | - | - | 96.7% | |
| Other salaries and wages | $1,028,470 | - | - | - | 0.9% | |
| Other employee benefits | $427,541 | - | - | - | 0.4% | |
| Fees: investment management | $342,180 | - | - | - | 0.3% | |
| Information technology | $323,379 | - | - | - | 0.3% | |
| Fees: legal | $273,822 | - | - | - | 0.2% | |
| Office expenses | $248,954 | - | - | - | 0.2% | |
| Occupancy | $210,208 | - | - | - | 0.2% | |
| Depreciation and depletion | $162,548 | - | - | - | 0.1% | |
| Pension plan contributions | $142,420 | - | - | - | 0.1% | |
| Fees: accounting | $137,850 | - | - | - | 0.1% | |
| Payroll taxes | $83,821 | - | - | - | 0.1% | |
| Other (as described) | TEMPORARY AGENCT FEES | $69,993 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $69,770 | - | - | - | 0.1% |
| Other (as described) | UTILITIES AND OFFICE MAIN | $62,426 | - | - | - | 0.1% |
| All other expenses | $52,879 | - | - | - | 0.0% | |
| Other (as described) | PATIENT RESEARCH FEE TAX | $43,995 | - | - | - | 0.0% |
| Fees: other services | $25,759 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $21,051 | - | - | - | 0.0% | |
| Insurance | $20,453 | - | - | - | 0.0% | |
| Total | $114,794,424 | 100% |
2022 · Form 990 · $120,482,215 spent · pay $1,684,463 · grants $0 · events $28,056
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,958,612 | - | - | - | 97.1% | |
| Other salaries and wages | $1,031,012 | - | - | - | 0.9% | |
| Other employee benefits | $422,992 | - | - | - | 0.4% | |
| Fees: investment management | $318,212 | - | - | - | 0.3% | |
| Information technology | $283,548 | - | - | - | 0.2% | |
| Fees: legal | $267,866 | - | - | - | 0.2% | |
| Occupancy | $265,686 | - | - | - | 0.2% | |
| Office expenses | $255,510 | - | - | - | 0.2% | |
| Pension plan contributions | $146,573 | - | - | - | 0.1% | |
| Fees: accounting | $132,250 | - | - | - | 0.1% | |
| Other (as described) | RETIREMENT PLAN ADMIN | $83,950 | - | - | - | 0.1% |
| Payroll taxes | $83,886 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $45,986 | - | - | - | 0.0% |
| Other (as described) | PATIENT RESEARCH FEE TAX | $43,770 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $36,026 | - | - | - | 0.0% |
| Insurance | $34,628 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $28,056 | - | - | - | 0.0% | |
| All other expenses | $22,449 | - | - | - | 0.0% | |
| Fees: other services | $21,203 | - | - | - | 0.0% | |
| Total | $120,482,215 | 100% |
2021 · Form 990 · $115,229,389 spent · pay $1,743,683 · grants $0 · events $10,388
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $111,507,299 | - | - | - | 96.8% | |
| Other salaries and wages | $1,088,766 | - | - | - | 0.9% | |
| Other employee benefits | $416,062 | - | - | - | 0.4% | |
| Fees: investment management | $347,685 | - | - | - | 0.3% | |
| Office expenses | $347,192 | - | - | - | 0.3% | |
| Occupancy | $266,728 | - | - | - | 0.2% | |
| Fees: legal | $241,808 | - | - | - | 0.2% | |
| Depreciation and depletion | $146,114 | - | - | - | 0.1% | |
| Fees: accounting | $141,920 | - | - | - | 0.1% | |
| Information technology | $140,657 | - | - | - | 0.1% | |
| Pension plan contributions | $140,641 | - | - | - | 0.1% | |
| Payroll taxes | $98,214 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $84,566 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $75,922 | - | - | - | 0.1% |
| All other expenses | $48,560 | - | - | - | 0.0% | |
| Other (as described) | PATIENT RESEARCH FEE TAX | $46,326 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $38,427 | - | - | - | 0.0% |
| Fees: other services | $21,525 | - | - | - | 0.0% | |
| Insurance | $20,589 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $10,388 | - | - | - | 0.0% | |
| Total | $115,229,389 | 100% |
2020 · Form 990 · $130,099,529 spent · pay $1,720,300 · grants $0 · events $145
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $126,201,127 | - | - | - | 97.0% | |
| Other salaries and wages | $1,054,248 | - | - | - | 0.8% | |
| Other employee benefits | $433,190 | - | - | - | 0.3% | |
| Fees: investment management | $419,069 | - | - | - | 0.3% | |
| Information technology | $365,005 | - | - | - | 0.3% | |
| Office expenses | $316,249 | - | - | - | 0.2% | |
| Fees: legal | $247,141 | - | - | - | 0.2% | |
| Occupancy | $245,982 | - | - | - | 0.2% | |
| Pension plan contributions | $147,604 | - | - | - | 0.1% | |
| Fees: accounting | $138,665 | - | - | - | 0.1% | |
| Depreciation and depletion | $110,325 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $90,317 | - | - | - | 0.1% |
| Payroll taxes | $85,258 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $63,745 | - | - | - | 0.0% |
| Fees: other services | $56,889 | - | - | - | 0.0% | |
| Other (as described) | PATIENT RESEARCH FEE TAX | $47,280 | - | - | - | 0.0% |
| Other (as described) | TEMPORARY AGENCT FEES | $30,189 | - | - | - | 0.0% |
| All other expenses | $25,879 | - | - | - | 0.0% | |
| Insurance | $21,222 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $145 | - | - | - | 0.0% | |
| Total | $130,099,529 | 100% |
2019 · Form 990 · $120,827,259 spent · pay $1,765,387 · grants $0 · events $25,173
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $117,143,343 | - | - | - | 97.0% | |
| Other salaries and wages | $1,112,726 | - | - | - | 0.9% | |
| Other employee benefits | $434,229 | - | - | - | 0.4% | |
| Fees: investment management | $297,367 | - | - | - | 0.2% | |
| Office expenses | $261,064 | - | - | - | 0.2% | |
| Fees: legal | $260,782 | - | - | - | 0.2% | |
| Information technology | $219,355 | - | - | - | 0.2% | |
| Occupancy | $201,431 | - | - | - | 0.2% | |
| Fees: accounting | $135,000 | - | - | - | 0.1% | |
| Pension plan contributions | $126,549 | - | - | - | 0.1% | |
| All other expenses | $114,636 | - | - | - | 0.1% | |
| Payroll taxes | $91,883 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $87,542 | - | - | - | 0.1% |
| Other (as described) | TEMPORARY AGENCT FEES | $81,819 | - | - | - | 0.1% |
| Other (as described) | TELEPHONE | $76,257 | - | - | - | 0.1% |
| Depreciation and depletion | $49,858 | - | - | - | 0.0% | |
| Other (as described) | PATIENT RESEARCH FEE TAX | $47,098 | - | - | - | 0.0% |
| Insurance | $33,456 | - | - | - | 0.0% | |
| Fees: other services | $27,691 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $25,173 | - | - | - | 0.0% | |
| Total | $120,827,259 | 100% |
2018 · Form 990 · $121,485,251 spent · pay $1,770,197 · grants $0 · events $25,256
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $117,420,003 | - | - | - | 96.7% | |
| Other salaries and wages | $1,119,912 | - | - | - | 0.9% | |
| Other employee benefits | $443,020 | - | - | - | 0.4% | |
| Office expenses | $433,107 | - | - | - | 0.4% | |
| Information technology | $386,458 | - | - | - | 0.3% | |
| Fees: legal | $303,770 | - | - | - | 0.3% | |
| Fees: investment management | $282,353 | - | - | - | 0.2% | |
| Occupancy | $193,635 | - | - | - | 0.2% | |
| Fees: accounting | $135,625 | - | - | - | 0.1% | |
| Pension plan contributions | $117,177 | - | - | - | 0.1% | |
| All other expenses | $115,878 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $107,547 | - | - | - | 0.1% |
| Other (as described) | TEMPORARY AGENCT FEES | $106,993 | - | - | - | 0.1% |
| Payroll taxes | $90,088 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $70,975 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $57,503 | - | - | - | 0.0% |
| Fees: other services | $29,468 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $25,256 | - | - | - | 0.0% | |
| Depreciation and depletion | $23,801 | - | - | - | 0.0% | |
| Insurance | $22,682 | - | - | - | 0.0% | |
| Total | $121,485,251 | 100% |
2017 · Form 990 · $117,279,629 spent · pay $1,824,694 · grants $0 · events $22,982
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $113,136,826 | - | - | - | 96.5% | |
| Other salaries and wages | $1,172,979 | - | - | - | 1.0% | |
| Office expenses | $486,351 | - | - | - | 0.4% | |
| Other employee benefits | $450,382 | - | - | - | 0.4% | |
| Information technology | $363,747 | - | - | - | 0.3% | |
| Fees: legal | $331,398 | - | - | - | 0.3% | |
| Fees: investment management | $293,945 | - | - | - | 0.3% | |
| Occupancy | $182,200 | - | - | - | 0.2% | |
| Fees: accounting | $129,945 | - | - | - | 0.1% | |
| All other expenses | $124,473 | - | - | - | 0.1% | |
| Pension plan contributions | $115,407 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $96,962 | - | - | - | 0.1% |
| Payroll taxes | $85,926 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $74,041 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $63,693 | - | - | - | 0.1% |
| Other (as described) | TEMPORARY AGENCT FEES | $61,149 | - | - | - | 0.1% |
| Depreciation and depletion | $46,612 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $22,982 | - | - | - | 0.0% | |
| Insurance | $22,802 | - | - | - | 0.0% | |
| Fees: other services | $17,809 | - | - | - | 0.0% | |
| Total | $117,279,629 | 100% |
2016 · Form 990 · $124,883,289 spent · pay $1,756,128 · grants $0 · events $16,118
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $120,874,121 | - | - | - | 96.8% | |
| Other salaries and wages | $1,116,119 | - | - | - | 0.9% | |
| Office expenses | $519,740 | - | - | - | 0.4% | |
| Other employee benefits | $444,465 | - | - | - | 0.4% | |
| Information technology | $371,735 | - | - | - | 0.3% | |
| Fees: investment management | $274,510 | - | - | - | 0.2% | |
| Fees: legal | $223,366 | - | - | - | 0.2% | |
| Occupancy | $187,753 | - | - | - | 0.2% | |
| Fees: accounting | $131,400 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $121,117 | - | - | - | 0.1% |
| All other expenses | $108,109 | - | - | - | 0.1% | |
| Pension plan contributions | $106,090 | - | - | - | 0.1% | |
| Payroll taxes | $89,454 | - | - | - | 0.1% | |
| Depreciation and depletion | $64,803 | - | - | - | 0.1% | |
| Other (as described) | RETIREMENT PLAN ADMIN | $57,236 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $56,046 | - | - | - | 0.0% |
| Other (as described) | PATIENT RESEARCH FEE TAX | $50,474 | - | - | - | 0.0% |
| Insurance | $39,232 | - | - | - | 0.0% | |
| Fees: other services | $31,401 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $16,118 | - | - | - | 0.0% | |
| Total | $124,883,289 | 100% |
2015 · Form 990 · $124,296,470 spent · pay $1,819,792 · grants $0 · events $12,406
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $120,133,376 | - | - | - | 96.7% | |
| Other salaries and wages | $1,156,230 | - | - | - | 0.9% | |
| Office expenses | $535,338 | - | - | - | 0.4% | |
| Other employee benefits | $457,119 | - | - | - | 0.4% | |
| Fees: legal | $366,297 | - | - | - | 0.3% | |
| Information technology | $340,671 | - | - | - | 0.3% | |
| Fees: investment management | $261,477 | - | - | - | 0.2% | |
| Occupancy | $170,533 | - | - | - | 0.1% | |
| Fees: accounting | $147,380 | - | - | - | 0.1% | |
| Pension plan contributions | $112,852 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $107,939 | - | - | - | 0.1% |
| Payroll taxes | $93,591 | - | - | - | 0.1% | |
| All other expenses | $80,577 | - | - | - | 0.1% | |
| Depreciation and depletion | $73,745 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $62,199 | - | - | - | 0.1% |
| Other (as described) | PATIENT RESEARCH FEE TAX | $55,409 | - | - | - | 0.0% |
| Insurance | $53,951 | - | - | - | 0.0% | |
| Other (as described) | RETIREMENT PLAN ADMIN | $53,660 | - | - | - | 0.0% |
| Fees: other services | $21,720 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $12,406 | - | - | - | 0.0% | |
| Total | $124,296,470 | 100% |
2014 · Form 990 · $111,839,121 spent · pay $1,769,200 · grants $0 · events $33
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $107,764,369 | - | - | - | 96.4% | |
| Other salaries and wages | $1,115,646 | - | - | - | 1.0% | |
| Office expenses | $598,476 | - | - | - | 0.5% | |
| Other employee benefits | $459,891 | - | - | - | 0.4% | |
| Information technology | $314,334 | - | - | - | 0.3% | |
| Fees: legal | $298,419 | - | - | - | 0.3% | |
| Fees: investment management | $256,919 | - | - | - | 0.2% | |
| Occupancy | $166,112 | - | - | - | 0.1% | |
| Fees: accounting | $140,868 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $116,644 | - | - | - | 0.1% |
| Pension plan contributions | $105,617 | - | - | - | 0.1% | |
| Payroll taxes | $88,046 | - | - | - | 0.1% | |
| All other expenses | $84,675 | - | - | - | 0.1% | |
| Depreciation and depletion | $76,922 | - | - | - | 0.1% | |
| Other (as described) | RETIREMENT PLAN ADMIN | $59,309 | - | - | - | 0.1% |
| Other (as described) | PATIENT RESEARCH FEE TAX | $54,234 | - | - | - | 0.0% |
| Insurance | $52,664 | - | - | - | 0.0% | |
| Other (as described) | TELEPHONE | $51,844 | - | - | - | 0.0% |
| Fees: other services | $34,099 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $33 | - | - | - | 0.0% | |
| Total | $111,839,121 | 100% |
2013 · Form 990 · $115,752,055 spent · pay $1,938,715 · grants $0 · events $15,464
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $111,702,353 | - | - | - | 96.5% | |
| Other salaries and wages | $1,208,574 | - | - | - | 1.0% | |
| Office expenses | $468,258 | - | - | - | 0.4% | |
| Other employee benefits | $455,636 | - | - | - | 0.4% | |
| Information technology | $319,872 | - | - | - | 0.3% | |
| Fees: investment management | $236,839 | - | - | - | 0.2% | |
| Fees: legal | $199,009 | - | - | - | 0.2% | |
| Pension plan contributions | $174,732 | - | - | - | 0.2% | |
| Occupancy | $166,734 | - | - | - | 0.1% | |
| Fees: accounting | $146,809 | - | - | - | 0.1% | |
| All other expenses | $107,727 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $105,320 | - | - | - | 0.1% |
| Payroll taxes | $99,773 | - | - | - | 0.1% | |
| Depreciation and depletion | $73,104 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $65,376 | - | - | - | 0.1% |
| Other (as described) | HEALTHWISE HANDBOOKS | $63,828 | - | - | - | 0.1% |
| Other (as described) | RETIREMENT PLAN ADMIN | $53,994 | - | - | - | 0.0% |
| Insurance | $50,517 | - | - | - | 0.0% | |
| Fees: other services | $38,136 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $15,464 | - | - | - | 0.0% | |
| Total | $115,752,055 | 100% |
2012 · Form 990 · $108,077,996 spent · pay $2,222,800 · grants $0 · events $8,431
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $103,750,639 | - | - | - | 96.0% | |
| Other salaries and wages | $1,399,114 | - | - | - | 1.3% | |
| Office expenses | $545,990 | - | - | - | 0.5% | |
| Other employee benefits | $454,769 | - | - | - | 0.4% | |
| Information technology | $289,406 | - | - | - | 0.3% | |
| Pension plan contributions | $251,484 | - | - | - | 0.2% | |
| Fees: investment management | $238,077 | - | - | - | 0.2% | |
| Fees: legal | $223,527 | - | - | - | 0.2% | |
| Occupancy | $171,844 | - | - | - | 0.2% | |
| Fees: accounting | $137,665 | - | - | - | 0.1% | |
| Payroll taxes | $117,433 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $112,696 | - | - | - | 0.1% |
| Fees: other services | $62,999 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $59,435 | - | - | - | 0.1% |
| Depreciation and depletion | $54,570 | - | - | - | 0.1% | |
| All other expenses | $52,463 | - | - | - | 0.0% | |
| Insurance | $52,014 | - | - | - | 0.0% | |
| Other (as described) | UTILITIES AND OFFICE MAIN | $50,955 | - | - | - | 0.0% |
| Other (as described) | RETIREMENT PLAN ADMIN | $44,485 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $8,431 | - | - | - | 0.0% | |
| Total | $108,077,996 | 100% |
2011 · Form 990 · $107,849,705 spent · pay $2,562,756 · grants $0 · events $6,640
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $103,196,540 | - | - | - | 95.7% | |
| Other salaries and wages | $1,743,620 | - | - | - | 1.6% | |
| Office expenses | $537,486 | - | - | - | 0.5% | |
| Other employee benefits | $446,462 | - | - | - | 0.4% | |
| Information technology | $303,934 | - | - | - | 0.3% | |
| Fees: investment management | $273,620 | - | - | - | 0.3% | |
| Fees: legal | $243,762 | - | - | - | 0.2% | |
| Pension plan contributions | $230,267 | - | - | - | 0.2% | |
| Occupancy | $155,592 | - | - | - | 0.1% | |
| Payroll taxes | $142,407 | - | - | - | 0.1% | |
| Fees: accounting | $138,850 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $102,653 | - | - | - | 0.1% |
| Other (as described) | TELEPHONE | $59,269 | - | - | - | 0.1% |
| Insurance | $50,387 | - | - | - | 0.0% | |
| All other expenses | $47,721 | - | - | - | 0.0% | |
| Other (as described) | RETIREMENT PLAN ADMIN | $46,719 | - | - | - | 0.0% |
| Other (as described) | UTILITIES AND OFFICE MAIN | $44,950 | - | - | - | 0.0% |
| Depreciation and depletion | $39,785 | - | - | - | 0.0% | |
| Fees: other services | $39,041 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,640 | - | - | - | 0.0% | |
| Total | $107,849,705 | 100% |
2010 · Form 990 · $108,226,603 spent · pay $2,348,133 · grants $0 · events $10,040
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $101,125,527 | - | - | - | 93.4% | |
| Other (as described) | INVESTMENT DEPRECIATION | $2,428,450 | - | - | - | 2.2% |
| Other salaries and wages | $1,615,361 | - | - | - | 1.5% | |
| Office expenses | $526,653 | - | - | - | 0.5% | |
| Other employee benefits | $391,563 | - | - | - | 0.4% | |
| Fees: investment management | $288,764 | - | - | - | 0.3% | |
| Information technology | $264,382 | - | - | - | 0.2% | |
| Occupancy | $237,950 | - | - | - | 0.2% | |
| Pension plan contributions | $216,207 | - | - | - | 0.2% | |
| Fees: legal | $206,482 | - | - | - | 0.2% | |
| All other expenses | $168,407 | - | - | - | 0.2% | |
| Fees: accounting | $148,565 | - | - | - | 0.1% | |
| Payroll taxes | $125,002 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $100,190 | - | - | - | 0.1% |
| Other (as described) | RELOCATION EXPENSE | $95,279 | - | - | - | 0.1% |
| Other (as described) | UTILITIES AND OFFICE MAIN | $87,806 | - | - | - | 0.1% |
| Insurance | $59,292 | - | - | - | 0.1% | |
| Other (as described) | TELEPHONE | $54,199 | - | - | - | 0.1% |
| Depreciation and depletion | $39,450 | - | - | - | 0.0% | |
| Fees: other services | $37,034 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $10,040 | - | - | - | 0.0% | |
| Total | $108,226,603 | 100% |
2009 · Form 990 · $101,167,354 spent · pay $2,089,137 · grants $0 · events $1,975
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $97,002,381 | - | - | - | 95.9% | |
| Other salaries and wages | $1,507,014 | - | - | - | 1.5% | |
| Other (as described) | POSTAGE | $345,949 | - | - | - | 0.3% |
| Occupancy | $242,661 | - | - | - | 0.2% | |
| Other employee benefits | $236,974 | - | - | - | 0.2% | |
| Information technology | $236,174 | - | - | - | 0.2% | |
| Fees: investment management | $233,122 | - | - | - | 0.2% | |
| Pension plan contributions | $222,379 | - | - | - | 0.2% | |
| Fees: legal | $211,076 | - | - | - | 0.2% | |
| All other expenses | $174,409 | - | - | - | 0.2% | |
| Fees: accounting | $148,422 | - | - | - | 0.1% | |
| Payroll taxes | $122,770 | - | - | - | 0.1% | |
| Other (as described) | bank charges | $98,815 | - | - | - | 0.1% |
| Other (as described) | PRINTING | $93,998 | - | - | - | 0.1% |
| Depreciation and depletion | $76,386 | - | - | - | 0.1% | |
| Office expenses | $74,841 | - | - | - | 0.1% | |
| Other (as described) | fiduciary liability ins | $61,680 | - | - | - | 0.1% |
| Other (as described) | retirement plan service | $39,915 | - | - | - | 0.0% |
| Fees: other services | $29,644 | - | - | - | 0.0% | |
| Insurance | $6,769 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,975 | - | - | - | 0.0% | |
| Total | $101,167,354 | 100% |
State business registration
- UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FU OH, Employee benefit plan sponsor (Form 5500), Filed for plan year 2024
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | UNITED FOOD & COMMERCIAL WORKERS UNION EMPLOYER HEALTH & WELFARE FU | OH | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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