WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND
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Cite this
Plain text WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/wisconsin-sheet-metal-health-and-benefit-trust-fund-351638874. Retrieved 2026-11-04.
APA furp.org. (n.d.). WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 4, 2026, from https://furp.org/org/wisconsin-sheet-metal-health-and-benefit-trust-fund-351638874
MLA “WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND.” furp.org, tax years 2010–2024, https://furp.org/org/wisconsin-sheet-metal-health-and-benefit-trust-fund-351638874. Accessed 4 Nov. 2026.
Retrieved 2026-11-04; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $58.6M · expenses $56.7M · assets $56.8M
- Also known as
- AND BENEFIT FUND
- EIN
- 35-1638874
- Address
- 2201 SPRINGDALE RD, WAUKESHA, WI 53186-2855
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- January 1987 (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 FOR PARTICIPANTS AND THEIR BENEFICIARIES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
18 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 |
|---|---|---|---|---|---|
| Scott Knocke | SECRETARY | 2017-2024 | $229,507 | $1,379,411 | 9 |
| Craig Wagner | TRUSTEE | 2017-2024 | $172,223 | $1,283,522 | 3 |
| Brad Kalcic | TRUSTEE | 2018-2024 | $213,426 | $1,186,888 | 6 |
| Matt Van Der Puy | TRUSTEE | 2020-2024 | $170,243 | $855,665 | 2 |
| Steuart Wilson | TRUSTEE | 2022-2024 | $204,147 | $620,507 | 3 |
| Michael Thomas | TRUSTEE | 2023-2024 | $197,178 | $384,554 | 7 |
| Scott Bartz Thru 41124 | TRUSTEE | 2024 | $99,779 | $99,779 | 1 |
| Brian Neumaier Started 82224 | TRUSTEE | 2024 | $95,722 | $95,722 | 1 |
| Scott Bartz (former) | TRUSTEE | 2012-2023 | $192,315 | $1,801,301 | 5 |
| Mike Mooney (former) | CHAIRMAN | 2010-2021 | $226,743 | $1,564,924 | 7 |
| Don Athas (former) | TRUSTEE | 2017-2022 | $228,730 | $1,156,653 | 3 |
| Patrick Landgraf (former) | FORMER SECRETARY/TREASURER | 2011-2018 | $169,943 | $1,101,544 | 4 |
| Keith Kemper (former) | TRUSTEE | 2010-2017 | $150,283 | $814,674 | 6 |
| Brian Billman (former) | TRUSTEE | 2010-2016 | $131,472 | $600,949 | 4 |
| Craig Warner (former) | TRUSTEE | 2013-2016 | $129,907 | $497,473 | 1 |
| Roger Jackson (former) | TRUSTEE | 2010-2016 | $128,643 | $494,085 | 3 |
| Josh Garner (former) | TRUSTEE | 2018-2019 | $196,174 | $345,573 | 3 |
| Randall Krocka (former) | TRUSTEE | 2010-2012 | $112,572 | $112,572 | 2 |
Officers and directors, no compensation reported
26 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 |
|---|---|---|---|---|---|
| Jeffrey Gaecke | TRUSTEE | 2010-2024 | 1 | $0 reported | 6 |
| Jonathan Kowalski | TRUSTEE | 2019-2024 | 1 | $0 reported | 16 |
| Jack Schirpke | TRUSTEE | 2019-2024 | 1 | $0 reported | 6 |
| Robert Jossart | CHAIRMAN | 2010-2024 | 1 | $0 reported | 2 |
| David Aldag Thru 41124 | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Jan Green | TRUSTEE | 2017-2024 | 1 | $0 reported | 1 |
| Kenneth Groeschel Jr | TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| Rob Weise | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Brandon Langenfeld | TRUSTEE | 2023-2024 | 1 | $0 reported | 2 |
| Brad Aldag Started 82224 | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| David Aldag (former) | TRUSTEE | 2010-2023 | 1 | $0 reported | 2 |
| Greg Faust (former) | TRUSTEE | 2020-2022 | 1 | $0 reported | 7 |
| Kendall Richards (former) | TRUSTEE | 2011-2022 | 1 | $0 reported | 1 |
| Jeffrey Gaecka (former) | TRUSTEE | 2021 | 1 | $0 reported | 1 |
| Ryan Stern (former) | TRUSTEE (THROUGH 05/31/20) | 2013-2020 | 1 | $0 reported | 7 |
| Tim Braun (former) | TRUSTEE (THROUGH APRIL) | 2011-2019 | 1 | $0 reported | 5 |
| Lauri Rollings (former) | TRUSTEE | 2011-2018 | 1 | $0 reported | 14 |
| Kenneth Groeschel (former) | TRUSTEE | 2010-2016 | 1 | $0 reported | 2 |
| Richard Northrup (former) | TRUSTEE | 2010-2016 | 1 | $0 reported | 7 |
| Steven Harvala (former) | TRUSTEE | 2011-2012 | 1 | $0 reported | 1 |
| Todd Blair (former) | TRUSTEE | 2010-2011 | 1 | $0 reported | 3 |
| David Seitz (former) | TRUSTEE | 2010 | 1 | $0 reported | 12 |
| Pat Landgraf (former) | SECRETARY | 2010 | 1 | $0 reported | 4 |
| Peter Lentz (former) | TRUSTEE | 2010 | 1 | $0 reported | 8 |
| Roy Stern (former) | TRUSTEE | 2010 | 1 | $0 reported | 1 |
| David Bultman (former) | CHAIRMAN | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 18 people listed · 8 paid, $1.4M · 144 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | SECRETARY | 1 | $0 | $159,196 | $70,311 | $229,507 | 9 |
| BRAD KALCIC | TRUSTEE | 1 | $0 | $125,962 | $87,464 | $213,426 | 6 |
| STEUART WILSON | TRUSTEE | 1 | $0 | $142,404 | $61,743 | $204,147 | 3 |
| MICHAEL THOMAS | TRUSTEE | 1 | $0 | $113,508 | $83,670 | $197,178 | 7 |
| CRAIG WAGNER | TRUSTEE | 1 | $0 | $102,504 | $69,719 | $172,223 | 3 |
| MATT VAN DER PUY | TRUSTEE | 1 | $0 | $105,791 | $64,452 | $170,243 | 2 |
| SCOTT BARTZ THRU 41124 | TRUSTEE | 1 | $0 | $62,916 | $36,863 | $99,779 | 1 |
| BRIAN NEUMAIER STARTED 82224 | TRUSTEE | 1 | $0 | $60,720 | $35,002 | $95,722 | 1 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALDAG THRU 41124 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
| ROB WEISE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRANDON LANGENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRAD ALDAG STARTED 82224 | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 16 people listed · 7 paid, $1.3M · 130 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | SECRETARY | 1 | $150,857 | $0 | $68,353 | $219,210 | 9 |
| BRAD KALCIC | TRUSTEE | 1 | $119,564 | $0 | $83,904 | $203,468 | 6 |
| STEUART WILSON | TRUSTEE | 1 | $134,279 | $0 | $60,739 | $195,018 | 3 |
| SCOTT BARTZ | TRUSTEE | 1 | $118,593 | $0 | $73,722 | $192,315 | 5 |
| MICHAEL THOMAS | TRUSTEE | 1 | $107,120 | $0 | $80,256 | $187,376 | 7 |
| MATT VAN DER PUY | TRUSTEE | 1 | $102,370 | $0 | $66,341 | $168,711 | 2 |
| CRAIG WAGNER | TRUSTEE | 1 | $96,267 | $0 | $71,885 | $168,152 | 3 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
| ROB WEISE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRANDON LANGENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 16 people listed · 7 paid, $1.5M · 127 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | SECRETARY | 1 | $146,758 | $0 | $93,980 | $240,738 | 9 |
| DON ATHAS | TRUSTEE | 1 | $128,016 | $0 | $100,714 | $228,730 | 3 |
| STEUART WILSON | TRUSTEE | 1 | $128,016 | $0 | $93,326 | $221,342 | 3 |
| BRAD KALCIC | TRUSTEE | 1 | $107,820 | $0 | $96,506 | $204,326 | 6 |
| SCOTT BARTZ | TRUSTEE | 1 | $114,528 | $0 | $88,229 | $202,757 | 5 |
| MATT VAN DER PUY | TRUSTEE | 1 | $99,391 | $0 | $82,037 | $181,428 | 2 |
| CRAIG WAGNER | TRUSTEE | 1 | $91,093 | $0 | $87,960 | $179,053 | 3 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| GREG FAUST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
2021 · 16 people listed · 7 paid, $1.4M · 152 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | CHAIRMAN | 1 | $141,888 | $0 | $84,855 | $226,743 | 7 |
| DON ATHAS | TRUSTEE | 1 | $124,578 | $0 | $90,582 | $215,160 | 3 |
| SCOTT KNOCKE | TRUSTEE | 1 | $123,580 | $0 | $85,873 | $209,453 | 9 |
| SCOTT BARTZ | TRUSTEE | 1 | $111,329 | $0 | $83,667 | $194,996 | 5 |
| BRAD KALCIC | TRUSTEE | 1 | $97,657 | $0 | $90,507 | $188,164 | 6 |
| MATT VAN DER PUY | TRUSTEE | 1 | $96,521 | $0 | $78,479 | $175,000 | 2 |
| CRAIG WAGNER | TRUSTEE | 1 | $89,346 | $0 | $84,003 | $173,349 | 3 |
| GREG FAUST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 17 people listed · 7 paid, $1.3M · 124 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | SECRETARY/TREASURER | 1 | $0 | $139,087 | $82,173 | $221,260 | 7 |
| DON ATHAS | TRUSTEE | 1 | $0 | $122,076 | $83,289 | $205,365 | 3 |
| SCOTT KNOCKE | TRUSTEE | 1 | $0 | $121,738 | $81,507 | $203,245 | 9 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $110,343 | $80,395 | $190,738 | 5 |
| BRAD KALCIC | TRUSTEE | 1 | $0 | $99,300 | $87,197 | $186,497 | 6 |
| CRAIG WAGNER | TRUSTEE | 1 | $0 | $87,855 | $79,777 | $167,632 | 3 |
| MATT VAN DER PUY | TRUSTEE (STARTING 01/07/20) | 1 | $0 | $93,449 | $66,834 | $160,283 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| GREG FAUST | TRUSTEE (STARTING 06/01/20) | 1 | $0 | $0 | $0 | $0 | 7 |
| RYAN STERN | TRUSTEE (THROUGH 05/31/20) | 1 | $0 | $0 | $0 | $0 | 7 |
2019 · 17 people listed · 7 paid, $1.3M · 142 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | CHAIRMAN | 1 | $0 | $130,545 | $88,155 | $218,700 | 7 |
| DON ATHAS | TRUSTEE | 1 | $0 | $114,551 | $83,903 | $198,454 | 3 |
| JOSH GARNER | TRUSTEE | 1 | $0 | $103,715 | $92,459 | $196,174 | 3 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $103,153 | $82,491 | $185,644 | 5 |
| BRAD KALCIC | TRUSTEE | 1 | $0 | $93,700 | $87,050 | $180,750 | 6 |
| SCOTT KNOCKE | TRUSTEE | 1 | $0 | $91,734 | $77,914 | $169,648 | 9 |
| CRAIG WAGNER | TRUSTEE | 1 | $0 | $82,139 | $78,790 | $160,929 | 3 |
| ROBERT JOSSART | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE (THROUGH SEPT) | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE (THROUGH APRIL) | 1 | $0 | $0 | $0 | $0 | 5 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK SCHIRPKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JONATHAN KOWALSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 16 |
2018 · 17 people listed · 8 paid, $1.0M · 148 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | FORMER SECRETARY/TREASURER | 1 | $0 | $120,093 | $49,850 | $169,943 | 4 |
| MIKE MOONEY | CHAIRMAN | 1 | $0 | $108,433 | $56,319 | $164,752 | 7 |
| DON ATHAS | TRUSTEE | 1 | $0 | $103,633 | $53,520 | $157,153 | 3 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $95,223 | $61,308 | $156,531 | 5 |
| JOSH GARNER | TRUSTEE | 1 | $0 | $83,601 | $65,798 | $149,399 | 3 |
| CRAIG WAGNER | TRUSTEE | 1 | $0 | $75,612 | $56,595 | $132,207 | 3 |
| SCOTT KNOCKE | TRUSTEE | 1 | $0 | $44,606 | $51,628 | $96,234 | 9 |
| BRAD KALCIC | TRUSTEE | 1 | $0 | $0 | $10,257 | $10,257 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 16 people listed · 7 paid, $923K · 144 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $115,794 | $53,315 | $169,109 | 4 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $105,198 | $53,551 | $158,749 | 7 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $93,078 | $58,865 | $151,943 | 5 |
| DON ATHAS | TRUSTEE | 1 | $0 | $100,568 | $51,223 | $151,791 | 3 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $85,218 | $65,065 | $150,283 | 6 |
| CRAIG WAGNER | TRUSTEE | 1 | $0 | $75,894 | $54,083 | $129,977 | 3 |
| SCOTT KNOCKE | TRUSTEE | 1 | $0 | $4,594 | $6,782 | $11,376 | 9 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JAN GREEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 16 people listed · 7 paid, $1.0M · 138 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $111,685 | $51,262 | $162,947 | 4 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $102,204 | $50,830 | $153,034 | 7 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $92,153 | $56,423 | $148,576 | 5 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $84,408 | $62,669 | $147,077 | 6 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $84,482 | $46,990 | $131,472 | 4 |
| CRAIG WARNER | TRUSTEE | 1 | $0 | $78,535 | $51,372 | $129,907 | 1 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $79,222 | $49,421 | $128,643 | 3 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2015 · 16 people listed · 7 paid, $965K · 119 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $107,976 | $49,634 | $157,610 | 4 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $97,359 | $48,701 | $146,060 | 7 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $82,272 | $60,815 | $143,087 | 6 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $88,920 | $53,846 | $142,766 | 5 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $81,365 | $45,498 | $126,863 | 4 |
| CRAIG WARNER | TRUSTEE | 1 | $0 | $75,805 | $48,903 | $124,708 | 1 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $76,673 | $47,095 | $123,768 | 3 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2014 · 16 people listed · 7 paid, $944K · 115 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $109,171 | $48,198 | $157,369 | 4 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $81,462 | $58,413 | $139,875 | 6 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $93,080 | $46,521 | $139,601 | 7 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $87,710 | $51,755 | $139,465 | 5 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $80,509 | $44,182 | $124,691 | 4 |
| CRAIG WARNER | TRUSTEE | 1 | $0 | $75,158 | $46,727 | $121,885 | 1 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $76,226 | $44,925 | $121,151 | 3 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2013 · 16 people listed · 7 paid, $892K · 117 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $109,548 | $50,292 | $159,840 | 4 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $82,486 | $56,811 | $139,297 | 6 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $93,125 | $42,900 | $136,025 | 7 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $80,610 | $43,129 | $123,739 | 4 |
| CRAIG WARNER | TRUSTEE | 1 | $0 | $75,670 | $45,303 | $120,973 | 1 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $76,982 | $43,541 | $120,523 | 3 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $42,070 | $50,015 | $92,085 | 5 |
| RYAN STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2012 · 16 people listed · 5 paid, $430K · 106 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | SECRETARY/TREASURER | 1 | $0 | $108,252 | $16,474 | $124,726 | 4 |
| RANDALL KROCKA | TRUSTEE | 1 | $0 | $96,785 | $15,787 | $112,572 | 2 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $79,954 | $15,101 | $95,055 | 6 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $79,083 | $15,101 | $94,184 | 4 |
| SCOTT BARTZ | TRUSTEE | 1 | $0 | $0 | $3,485 | $3,485 | 5 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| STEVEN HARVALA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2011 · 16 people listed · none paid · 116 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TODD BLAIR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| RANDALL KROCKA | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| STEVEN HARVALA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICK LANDGRAF | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM BRAUN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KENDALL RICHARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| LAURI ROLLINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 14 |
2010 · 16 people listed · none paid · 137 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAT LANDGRAF | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| TODD BLAIR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ROGER JACKSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MOONEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KEITH KEMPER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| RANDALL KROCKA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROY STERN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID BULTMAN | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID ALDAG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENNETH GROESCHEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT JOSSART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER LENTZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| RICHARD NORTHRUP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID SEITZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,311,376 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $713,332 |
| EXPRESS SCRIPTS | FRANKLIN LANES, NJ | PRESCRIPTIONS | $427,305 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $188,294 |
| ZELIS HEALTHCARE | ATLANTA, GA | MEDICAL CLAIMS ADMINISTRATION | $147,882 |
2023 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,272,416 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $744,496 |
| EXPRESS SCRIPTS | FRANKLIN LANES, NJ | PRESCRIPTIONS | $572,110 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $157,584 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $139,726 |
2022 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,250,800 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $1,088,309 |
| EXPRESS SCRIPTS | FRANKLIN LANES, NJ | PRESCRIPTIONS | $320,770 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $168,405 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $129,263 |
2021 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,195,003 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $1,001,852 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $245,345 |
| EXPRESS SCRIPTS | FRANKLIN LANES, NJ | PRESCRIPTIONS | $197,491 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $147,760 |
2020 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,243,590 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $641,378 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $430,485 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $174,781 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $137,063 |
2019 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,250,818 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $655,008 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $439,036 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $240,269 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $147,806 |
2018 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,143,606 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $644,774 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $399,885 |
| REINHART BOERNER VAN DUEREN SC | MILWAUKEE, WI | LEGAL | $143,497 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $125,112 |
2017 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,148,457 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $666,160 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $388,418 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $151,145 |
| ZELIS HEALTHCARE | ATLANTA, GA | COST CONTAINMENT | $103,467 |
2016 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,121,354 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $651,839 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $376,472 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $209,016 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $127,240 |
2015 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,097,827 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $630,051 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $339,233 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICES | $151,963 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $144,051 |
2014 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | ADMINISTRATION SERVICES | $1,091,406 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $463,544 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $285,666 |
| CIGNA BEHAVIORAL HEALTH INC | OVERLAND, KS | COST CONTAINMENT/CASE MANAGEMENT | $162,380 |
| THE SEGAL COMPANY INC | CHICAGO, IL | ACTUARIAL/CONSULTING | $156,851 |
2013 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | ADMINISTRATION SERVICES | $1,003,563 | |
| UNITED HEALTHCARE | MEDICAL CLAIMS ADMINISTRATION | $482,856 | |
| ANTHEM BLUE CROSS AND BLUE SHIELD | MEDICAL CLAIMS ADMINISTRATION | $281,844 | |
| REINHART BOERNER VAN DEUREN | LEGAL SERVICES | $181,905 | |
| CARE ALLIES | COST CONTAINMENT/CASE MANAGEMENT | $167,771 |
2012 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | MILWAUKEE, WI | RECORDKEEPING AND PAYROLL AUDIT SERVICES | $1,048,381 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $507,781 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $294,691 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $260,070 |
| REINHART BOERNER VAN DEUREN | MILWAUKEE, WI | LEGAL SERVICES | $172,978 |
2011 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | MILWAUKEE, WI | RECORDKEEPING AND PAYROLL AUDIT SERVICES | $885,072 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $484,623 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $248,710 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES | $206,331 |
| CARE ALLIES | CHICAGO, IL | COST CONTAINMENT SERVICES | $151,734 |
2010 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS | MILWAUKEE, WI | RECORDKEEPING AND PAYROLL AUDIT SERVICES | $736,146 |
| UNITED HEALTHCARE | CHICAGO, IL | MEDICAL CLAIMS ADMINISTRATION | $560,921 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL SERVICES AND CONSULTING | $224,434 |
| ANTHEM BLUE CROSS AND BLUE SHIELD | INDIANAPOLIS, IN | MEDICAL CLAIMS ADMINISTRATION | $165,523 |
| REINHART BOERNER VAN DEUREN | MILWAUKEE, WI | LEGAL SERVICES | $107,805 |
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 | ||||||||
| $58,642,866 | $56,701,269 | $56,789,506 | $11,914,048 | $0 | $55,591,984 | $0 | 144 | 9 |
| 2023 · Form 990 | ||||||||
| $53,116,013 | $49,016,271 | $53,164,692 | $10,617,751 | $0 | $52,674,102 | $829,050 | 130 | 9 |
| 2022 · Form 990 | ||||||||
| $45,547,011 | $48,286,132 | $43,109,176 | $4,107,442 | $0 | $44,849,912 | $815,622 | 127 | 9 |
| 2021 · Form 990 | ||||||||
| $44,027,701 | $45,617,477 | $44,518,635 | $10,661,129 | $0 | $39,784,731 | $784,899 | 152 | 9 |
| 2020 · Form 990 | ||||||||
| $39,631,339 | $39,748,892 | $47,524,001 | $14,091,154 | $0 | $37,747,099 | $0 | 124 | 10 |
| 2019 · Form 990 | ||||||||
| $39,060,206 | $42,266,193 | $44,173,681 | $12,637,862 | $0 | $36,937,524 | $0 | 142 | 8 |
| 2018 · Form 990 | ||||||||
| $38,216,823 | $42,105,732 | $43,251,540 | $15,112,591 | $0 | $36,886,591 | $0 | 148 | 0 |
| 2017 · Form 990 | ||||||||
| $37,510,052 | $37,830,004 | $45,750,294 | $20,533,685 | $0 | $35,574,127 | $0 | 144 | 0 |
| 2016 · Form 990 | ||||||||
| $33,184,104 | $36,097,705 | $44,510,061 | $20,063,591 | $0 | $32,085,780 | $0 | 138 | 0 |
| 2015 · Form 990 | ||||||||
| $32,020,155 | $34,646,071 | $44,330,166 | $22,259,698 | $0 | $31,208,115 | $0 | 119 | 0 |
| 2014 · Form 990 | ||||||||
| $32,752,474 | $33,992,854 | $46,135,607 | $25,534,108 | $0 | $31,448,287 | $0 | 115 | 0 |
| 2013 · Form 990 | ||||||||
| $30,992,654 | $31,016,610 | $43,970,820 | $26,170,762 | $0 | $29,359,877 | $0 | 117 | 0 |
| 2012 · Form 990 | ||||||||
| $27,655,009 | $30,898,411 | $41,060,741 | $26,029,619 | $0 | $26,224,587 | $0 | 106 | 0 |
| 2011 · Form 990 | ||||||||
| $27,262,507 | $29,560,440 | $43,150,316 | $28,264,648 | $0 | $25,255,984 | $0 | 116 | 0 |
| 2010 · Form 990 | ||||||||
| $28,973,282 | $29,273,094 | $47,119,329 | $30,546,171 | $0 | $26,415,788 | $0 | 137 | 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.
- MILWAUKEE AREA SHEET METAL APPRENTICESHIP & TRAINING TR Waukesha, WI · 6 people in common (Brad Kalcic, Jack Schirpke, Kenneth Groeschel Jr)
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION Waukesha, WI · 4 people in common (Craig Wagner, Michael Thomas, Scott Knocke)
- SOUTHEASTERN SHEET METAL JOINT APPRENTICESHIP TRAINING FUND Kenosha, WI · 3 people in common (Brad Kalcic, Michael Thomas, Robert Jossart)
- WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST Waukesha, WI · 2 people in common (Jeffrey Gaecke, Scott Knocke)
- CONSTRUCTION LABOR MANAGEMENT COUNCIL OF SOUTHEAST WISCONSIN INC Milwaukee, WI · 2 people in common (Jonathan Kowalski, Scott Knocke)
- PLUMBING MECHANICAL SHEET METALCONTRACTORS ALLIANCE INC Wauwatosa, WI · 2 people in common (Jack Schirpke, Jonathan Kowalski)
- PLUMBING & MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE & SE WISC Wauwatosa, WI · 2 people in common (Jack Schirpke, Jonathan Kowalski)
- MECHANICAL CONTRACTORS DEVELOPMENT FUND INC Wauwatosa, WI · 2 people in common (Jack Schirpke, Jonathan Kowalski)
- SHEET METAL & AIR CONDITIONING CONTRACTORS ASSN OF MILWAUKEE INC Wauwatosa, WI · 2 people in common (Jack Schirpke, Jonathan Kowalski)
- SHEET METAL 18 LOCAL TRAINING FUND Waukesha, WI · 2 people in common (Matt Van Der Puy, Scott Knocke)
- KENOSHA UNION CLUB INC Kenosha, WI · 2 people in common (Brad Kalcic, Michael Thomas)
- SOUTHEASTERN WISCONSIN SHEET METAL LABOR-MANAGEMENT COOPERATION TR Kenosha, WI · 2 people in common (Brad Kalcic, Michael Thomas)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Kenosha, WI · 2 people in common (Brad Kalcic, Michael Thomas)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Milwaukee, WI · 1 person in common (Scott Knocke)
- SHEET METAL WORKERS LOCAL 18 EL&W Waukesha, WI · 1 person in common (Craig Wagner)
- WISCONSIN BUILDING TRADES COUNCIL Madison, WI · 1 person in common (Scott Knocke)
- MECHANICAL CONTRACTORS ASSOCIATION OF NW WISCONSIN INDUSTRY FUND INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION Madison, WI · 1 person in common (Scott Knocke)
- MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- WISCONSIN FOX VALLEY SHEET METAL CONTRACTORS ASSOCIATION INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST | CA | Y43 | $18,766,404 | $17,701,491 | CHAIR, TRUSTEE | $0 | Similar name, revenue within 5x |
| AGC HEALTH BENEFIT TRUST FUND | OR | Not reported | $7,606,413 | $7,585,967 | TRUSTEE CHAIR | $0 | Similar name, revenue within 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $56,701,269 spent · pay $47,893 · grants $0 · events $9,347
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $49,861,540 | - | - | - | 87.9% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $3,029,796 | - | - | - | 5.3% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,963,831 | - | - | - | 3.5% |
| Fees: management | $646,845 | - | - | - | 1.1% | |
| Insurance | $314,022 | - | - | - | 0.6% | |
| Fees: legal | $221,761 | - | - | - | 0.4% | |
| Fees: other services | $218,666 | - | - | - | 0.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $147,882 | - | - | - | 0.3% |
| Fees: investment management | $79,779 | - | - | - | 0.1% | |
| Information technology | $60,920 | - | - | - | 0.1% | |
| Payroll taxes | $47,893 | - | - | - | 0.1% | |
| Office expenses | $47,867 | - | - | - | 0.1% | |
| All other expenses | $28,813 | - | - | - | 0.1% | |
| Other (as described) | POSTAGE | $21,907 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $9,347 | - | - | - | 0.0% | |
| Depreciation and depletion | $400 | - | - | - | 0.0% | |
| Total | $56,701,269 | 100% |
2023 · Form 990 · $49,016,271 spent · pay $49,769 · grants $0 · events $7,389
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $42,382,498 | - | - | - | 86.5% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,850,976 | - | - | - | 5.8% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $2,108,010 | - | - | - | 4.3% |
| Fees: management | $629,106 | - | - | - | 1.3% | |
| Insurance | $268,089 | - | - | - | 0.5% | |
| Fees: other services | $224,006 | - | - | - | 0.5% | |
| Fees: legal | $196,551 | - | - | - | 0.4% | |
| Fees: investment management | $82,590 | - | - | - | 0.2% | |
| Information technology | $63,030 | - | - | - | 0.1% | |
| Payroll taxes | $49,769 | - | - | - | 0.1% | |
| Office expenses | $48,655 | - | - | - | 0.1% | |
| All other expenses | $39,245 | - | - | - | 0.1% | |
| Other (as described) | COST CONTAINMENT PROGRA | $36,199 | - | - | - | 0.1% |
| Other (as described) | POSTAGE | $29,705 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $7,389 | - | - | - | 0.0% | |
| Depreciation and depletion | $453 | - | - | - | 0.0% | |
| Total | $49,016,271 | 100% |
2022 · Form 990 · $48,286,132 spent · pay $49,180 · grants $0 · events $8,145
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $41,832,122 | - | - | - | 86.6% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,696,847 | - | - | - | 5.6% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $2,087,681 | - | - | - | 4.3% |
| Fees: management | $625,966 | - | - | - | 1.3% | |
| Insurance | $224,126 | - | - | - | 0.5% | |
| Fees: other services | $210,243 | - | - | - | 0.4% | |
| Fees: legal | $199,900 | - | - | - | 0.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $91,166 | - | - | - | 0.2% |
| Fees: investment management | $90,578 | - | - | - | 0.2% | |
| Information technology | $61,544 | - | - | - | 0.1% | |
| All other expenses | $51,590 | - | - | - | 0.1% | |
| Payroll taxes | $49,180 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $29,709 | - | - | - | 0.1% |
| Office expenses | $26,882 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $8,145 | - | - | - | 0.0% | |
| Depreciation and depletion | $453 | - | - | - | 0.0% | |
| Total | $48,286,132 | 100% |
2021 · Form 990 · $45,617,477 spent · pay $52,197 · grants $0 · events $21,702
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $39,247,517 | - | - | - | 86.0% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,702,297 | - | - | - | 5.9% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,912,882 | - | - | - | 4.2% |
| Fees: management | $645,203 | - | - | - | 1.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $294,395 | - | - | - | 0.6% |
| Fees: other services | $211,044 | - | - | - | 0.5% | |
| Fees: legal | $171,746 | - | - | - | 0.4% | |
| Insurance | $136,441 | - | - | - | 0.3% | |
| Fees: investment management | $102,720 | - | - | - | 0.2% | |
| Payroll taxes | $52,197 | - | - | - | 0.1% | |
| All other expenses | $42,412 | - | - | - | 0.1% | |
| Office expenses | $30,377 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $29,198 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $21,702 | - | - | - | 0.0% | |
| Information technology | $16,682 | - | - | - | 0.0% | |
| Depreciation and depletion | $664 | - | - | - | 0.0% | |
| Total | $45,617,477 | 100% |
2020 · Form 990 · $39,748,892 spent · pay $45,086 · grants $0 · events $2,258
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,110,292 | - | - | - | 83.3% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $3,317,519 | - | - | - | 8.3% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,737,071 | - | - | - | 4.4% |
| Fees: management | $652,009 | - | - | - | 1.6% | |
| Fees: other services | $251,051 | - | - | - | 0.6% | |
| Fees: legal | $156,165 | - | - | - | 0.4% | |
| Insurance | $133,633 | - | - | - | 0.3% | |
| Other (as described) | COST CONTAINMENT PROGRA | $118,923 | - | - | - | 0.3% |
| Fees: investment management | $108,823 | - | - | - | 0.3% | |
| Payroll taxes | $45,086 | - | - | - | 0.1% | |
| Office expenses | $39,518 | - | - | - | 0.1% | |
| All other expenses | $34,128 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $26,866 | - | - | - | 0.1% |
| Information technology | $14,888 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,258 | - | - | - | 0.0% | |
| Depreciation and depletion | $662 | - | - | - | 0.0% | |
| Total | $39,748,892 | 100% |
2019 · Form 990 · $42,266,193 spent · pay $50,651 · grants $0 · events $8,607
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $36,032,254 | - | - | - | 85.3% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,797,893 | - | - | - | 6.6% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,801,711 | - | - | - | 4.3% |
| Fees: management | $666,419 | - | - | - | 1.6% | |
| Fees: legal | $266,112 | - | - | - | 0.6% | |
| Fees: other services | $221,606 | - | - | - | 0.5% | |
| Insurance | $134,466 | - | - | - | 0.3% | |
| Fees: investment management | $107,849 | - | - | - | 0.3% | |
| Other (as described) | COST CONTAINMENT PROGRA | $59,351 | - | - | - | 0.1% |
| Payroll taxes | $50,651 | - | - | - | 0.1% | |
| All other expenses | $36,657 | - | - | - | 0.1% | |
| Office expenses | $32,535 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $25,039 | - | - | - | 0.1% |
| Information technology | $24,283 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $8,607 | - | - | - | 0.0% | |
| Depreciation and depletion | $760 | - | - | - | 0.0% | |
| Total | $42,266,193 | 100% |
2018 · Form 990 · $42,105,732 spent · pay $49,924 · grants $0 · events $16,025
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,825,749 | $35,825,749 | - | - | 85.1% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $3,035,566 | $3,035,566 | - | - | 7.2% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,725,725 | - | $1,725,725 | - | 4.1% |
| Fees: management | $602,117 | - | $602,117 | - | 1.4% | |
| Fees: legal | $170,409 | - | $170,409 | - | 0.4% | |
| Fees: other services | $125,113 | - | $125,113 | - | 0.3% | |
| Insurance | $119,620 | $100,470 | $19,150 | - | 0.3% | |
| Fees: investment management | $103,720 | - | $103,720 | - | 0.2% | |
| Other (as described) | COST CONTAINMENT PROGRA | $88,483 | $88,483 | - | - | 0.2% |
| Other (as described) | EMPLOYER WITHDRAWAL LIA | $74,967 | - | $74,967 | - | 0.2% |
| Fees: accounting | $71,213 | - | $71,213 | - | 0.2% | |
| All other expenses | $58,430 | - | $58,430 | - | 0.1% | |
| Payroll taxes | $49,924 | - | $49,924 | - | 0.1% | |
| Office expenses | $27,388 | - | $27,388 | - | 0.1% | |
| Conferences, conventions and meetings | $16,025 | - | $16,025 | - | 0.0% | |
| Information technology | $8,761 | - | $8,761 | - | 0.0% | |
| Depreciation and depletion | $2,522 | - | $2,522 | - | 0.0% | |
| Total | $42,105,732 | 100% |
2017 · Form 990 · $37,830,004 spent · pay $52,867 · grants $0 · events $7,705
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,894,992 | $31,894,992 | - | - | 84.3% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,760,875 | $2,760,875 | - | - | 7.3% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,659,453 | - | $1,659,453 | - | 4.4% |
| Fees: management | $601,843 | - | $601,843 | - | 1.6% | |
| Other (as described) | COST CONTAINMENT PROGRA | $177,915 | $177,915 | - | - | 0.5% |
| Fees: other services | $151,145 | - | $151,145 | - | 0.4% | |
| Insurance | $116,653 | $97,875 | $18,778 | - | 0.3% | |
| Fees: legal | $109,725 | - | $109,725 | - | 0.3% | |
| Fees: investment management | $105,378 | - | $105,378 | - | 0.3% | |
| Fees: accounting | $68,625 | - | $68,625 | - | 0.2% | |
| Payroll taxes | $52,867 | - | $52,867 | - | 0.1% | |
| Office expenses | $52,336 | - | $52,336 | - | 0.1% | |
| All other expenses | $35,238 | - | $35,238 | - | 0.1% | |
| Other (as described) | BANK FEES | $27,532 | - | $27,532 | - | 0.1% |
| Conferences, conventions and meetings | $7,705 | - | $7,705 | - | 0.0% | |
| Information technology | $4,251 | - | $4,251 | - | 0.0% | |
| Depreciation and depletion | $3,471 | - | $3,471 | - | 0.0% | |
| Total | $37,830,004 | 100% |
2016 · Form 990 · $36,097,705 spent · pay $45,060 · grants $0 · events $14,590
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $30,314,681 | $30,314,681 | - | - | 84.0% | |
| Other (as described) | MEDICARE PRESCRIPTION D | $2,623,100 | $2,623,100 | - | - | 7.3% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,621,210 | - | $1,621,210 | - | 4.5% |
| Fees: management | $584,249 | - | $584,249 | - | 1.6% | |
| Fees: legal | $228,948 | - | $228,948 | - | 0.6% | |
| Fees: other services | $127,240 | - | $127,240 | - | 0.4% | |
| Fees: investment management | $113,648 | - | $113,648 | - | 0.3% | |
| Other (as described) | OTHER GOVT FEES/TAXES | $105,786 | - | $105,786 | - | 0.3% |
| Other (as described) | COST CONTAINMENT PROGRA | $95,168 | $95,168 | - | - | 0.3% |
| Insurance | $76,301 | $55,897 | $20,404 | - | 0.2% | |
| Fees: accounting | $66,625 | - | $66,625 | - | 0.2% | |
| All other expenses | $52,513 | - | $52,513 | - | 0.1% | |
| Payroll taxes | $45,060 | - | $45,060 | - | 0.1% | |
| Office expenses | $19,435 | - | $19,435 | - | 0.1% | |
| Conferences, conventions and meetings | $14,590 | - | $14,590 | - | 0.0% | |
| Information technology | $5,890 | - | $5,890 | - | 0.0% | |
| Depreciation and depletion | $3,261 | - | $3,261 | - | 0.0% | |
| Total | $36,097,705 | 100% |
2015 · Form 990 · $34,646,071 spent · pay $34,891 · grants $0 · events $8,697
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $30,363,634 | $30,363,634 | - | - | 87.6% | |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,567,479 | - | $1,567,479 | - | 4.5% |
| Other (as described) | SMW PREMIUMS | $1,076,975 | $1,076,975 | - | - | 3.1% |
| Fees: management | $562,453 | - | $562,453 | - | 1.6% | |
| Fees: legal | $179,283 | - | $179,283 | - | 0.5% | |
| Other (as described) | OTHER GOVT FEES/TAXES | $164,289 | - | $164,289 | - | 0.5% |
| Insurance | $144,507 | $124,044 | $20,463 | - | 0.4% | |
| Fees: other services | $144,051 | - | $144,051 | - | 0.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $120,646 | $120,646 | - | - | 0.3% |
| Fees: investment management | $105,104 | - | $105,104 | - | 0.3% | |
| Fees: accounting | $64,507 | - | $64,507 | - | 0.2% | |
| All other expenses | $61,381 | - | $61,381 | - | 0.2% | |
| Payroll taxes | $34,891 | - | $34,891 | - | 0.1% | |
| Office expenses | $29,389 | - | $29,389 | - | 0.1% | |
| Information technology | $14,962 | - | $14,962 | - | 0.0% | |
| Conferences, conventions and meetings | $8,697 | - | $8,697 | - | 0.0% | |
| Depreciation and depletion | $3,823 | - | $3,823 | - | 0.0% | |
| Total | $34,646,071 | 100% |
2014 · Form 990 · $33,992,854 spent · pay $44,490 · grants $0 · events $9,807
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,785,996 | $27,785,996 | - | - | 81.7% | |
| Other (as described) | INSURANCE PREMIUMS FOR | $1,962,165 | $1,962,165 | - | - | 5.8% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,328,839 | - | $1,328,839 | - | 3.9% |
| Other (as described) | SMW PREMIUMS | $1,090,462 | $1,090,462 | - | - | 3.2% |
| Fees: management | $569,668 | - | $569,668 | - | 1.7% | |
| All other expenses | $288,713 | - | $288,713 | - | 0.8% | |
| Other (as described) | COST CONTAINMENT PROGRA | $264,855 | $264,855 | - | - | 0.8% |
| Fees: other services | $156,851 | - | $156,851 | - | 0.5% | |
| Fees: legal | $150,298 | - | $150,298 | - | 0.4% | |
| Insurance | $120,959 | $100,227 | $20,732 | - | 0.4% | |
| Fees: investment management | $103,919 | - | $103,919 | - | 0.3% | |
| Fees: accounting | $62,625 | - | $62,625 | - | 0.2% | |
| Payroll taxes | $44,490 | - | $44,490 | - | 0.1% | |
| Office expenses | $29,753 | - | $29,753 | - | 0.1% | |
| Information technology | $16,488 | - | $16,488 | - | 0.0% | |
| Conferences, conventions and meetings | $9,807 | - | $9,807 | - | 0.0% | |
| Depreciation and depletion | $6,966 | - | $6,966 | - | 0.0% | |
| Total | $33,992,854 | 100% |
2013 · Form 990 · $31,016,610 spent · pay $44,762 · grants $0 · events $8,120
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,634,425 | $24,634,425 | - | - | 79.4% | |
| Other (as described) | INSURANCE PREMIUMS FOR | $2,317,970 | $2,317,970 | - | - | 7.5% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,330,756 | - | $1,330,756 | - | 4.3% |
| Other (as described) | SMW PREMIUMS | $1,104,522 | $1,104,522 | - | - | 3.6% |
| Fees: management | $474,828 | - | $474,828 | - | 1.5% | |
| Other (as described) | COST CONTAINMENT PROGRA | $278,272 | $278,272 | - | - | 0.9% |
| Fees: legal | $220,276 | - | $220,276 | - | 0.7% | |
| Fees: other services | $153,872 | - | $153,872 | - | 0.5% | |
| Insurance | $122,206 | $101,269 | $20,937 | - | 0.4% | |
| Fees: investment management | $108,512 | - | $108,512 | - | 0.3% | |
| All other expenses | $75,514 | - | $75,514 | - | 0.2% | |
| Fees: accounting | $61,351 | - | $61,351 | - | 0.2% | |
| Payroll taxes | $44,762 | - | $44,762 | - | 0.1% | |
| Information technology | $38,014 | - | $38,014 | - | 0.1% | |
| Office expenses | $37,394 | - | $37,394 | - | 0.1% | |
| Conferences, conventions and meetings | $8,120 | - | $8,120 | - | 0.0% | |
| Depreciation and depletion | $5,816 | - | $5,816 | - | 0.0% | |
| Total | $31,016,610 | 100% |
2012 · Form 990 · $30,898,411 spent · pay $50,720 · grants $0 · events $9,462
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,600,531 | $24,600,531 | - | - | 79.6% | |
| Other (as described) | INSURANCE PREMIUMS FOR | $2,076,090 | $2,076,090 | - | - | 6.7% |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,316,977 | - | $1,316,977 | - | 4.3% |
| Other (as described) | SMW PREMIUMS | $1,132,613 | $1,132,613 | - | - | 3.7% |
| Fees: management | $465,922 | - | $465,922 | - | 1.5% | |
| Fees: other services | $294,691 | - | $294,691 | - | 1.0% | |
| Other (as described) | COST CONTAINMENT PROGRA | $251,659 | $251,659 | - | - | 0.8% |
| Fees: legal | $216,724 | - | $216,724 | - | 0.7% | |
| Insurance | $124,370 | $104,633 | $19,737 | - | 0.4% | |
| Fees: investment management | $96,745 | - | $96,745 | - | 0.3% | |
| Information technology | $91,299 | - | $91,299 | - | 0.3% | |
| All other expenses | $70,821 | - | $70,821 | - | 0.2% | |
| Fees: accounting | $60,701 | - | $60,701 | - | 0.2% | |
| Payroll taxes | $50,720 | - | $50,720 | - | 0.2% | |
| Office expenses | $33,670 | - | $33,670 | - | 0.1% | |
| Conferences, conventions and meetings | $9,462 | - | $9,462 | - | 0.0% | |
| Depreciation and depletion | $5,416 | - | $5,416 | - | 0.0% | |
| Total | $30,898,411 | 100% |
2011 · Form 990 · $29,560,440 spent · pay $50,100 · grants $0 · events $8,330
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,666,269 | $25,666,269 | - | - | 86.8% | |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,256,803 | - | $1,256,803 | - | 4.3% |
| Other (as described) | SMW PREMIUMS | $1,098,605 | $1,098,605 | - | - | 3.7% |
| Fees: management | $410,499 | - | $410,499 | - | 1.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $258,510 | $258,510 | - | - | 0.9% |
| Fees: other services | $206,331 | - | $206,331 | - | 0.7% | |
| Fees: legal | $147,003 | - | $147,003 | - | 0.5% | |
| Insurance | $114,704 | $94,722 | $19,982 | - | 0.4% | |
| Fees: investment management | $88,620 | - | $88,620 | - | 0.3% | |
| Fees: accounting | $59,926 | - | $59,926 | - | 0.2% | |
| Payroll taxes | $50,100 | - | $50,100 | - | 0.2% | |
| Office expenses | $46,219 | - | $46,219 | - | 0.2% | |
| Information technology | $42,110 | - | $42,110 | - | 0.1% | |
| All other expenses | $33,228 | - | $33,228 | - | 0.1% | |
| Occupancy | $31,121 | - | $31,121 | - | 0.1% | |
| Other (as described) | BANK FEES | $28,914 | - | $28,914 | - | 0.1% |
| Depreciation and depletion | $13,148 | - | $13,148 | - | 0.0% | |
| Conferences, conventions and meetings | $8,330 | - | $8,330 | - | 0.0% | |
| Total | $29,560,440 | 100% |
2010 · Form 990 · $29,273,094 spent · pay $43,052 · grants $0 · events $10,232
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,421,696 | $25,421,696 | - | - | 86.8% | |
| Other (as described) | CLAIMS ADMINISTRATOR FE | $1,344,548 | - | $1,344,548 | - | 4.6% |
| Other (as described) | SMW PREMIUMS | $936,756 | $936,756 | - | - | 3.2% |
| Fees: management | $408,766 | - | $408,766 | - | 1.4% | |
| Other (as described) | COST CONTAINMENT PROGRA | $271,983 | $271,983 | - | - | 0.9% |
| Fees: other services | $224,434 | - | $224,434 | - | 0.8% | |
| Fees: legal | $145,759 | - | $145,759 | - | 0.5% | |
| Insurance | $99,826 | $79,287 | $20,539 | - | 0.3% | |
| Fees: investment management | $90,905 | - | $90,905 | - | 0.3% | |
| Fees: accounting | $56,290 | - | $56,290 | - | 0.2% | |
| Other (as described) | HSA CONTRIBUTIONS | $44,513 | $44,513 | - | - | 0.2% |
| Payroll taxes | $43,052 | - | $43,052 | - | 0.1% | |
| All other expenses | $37,742 | - | $37,742 | - | 0.1% | |
| Information technology | $35,083 | - | $35,083 | - | 0.1% | |
| Other (as described) | BANK FEES | $33,291 | - | $33,291 | - | 0.1% |
| Occupancy | $30,064 | - | $30,064 | - | 0.1% | |
| Office expenses | $25,346 | - | $25,346 | - | 0.1% | |
| Depreciation and depletion | $12,808 | - | $12,808 | - | 0.0% | |
| Conferences, conventions and meetings | $10,232 | - | $10,232 | - | 0.0% | |
| Total | $29,273,094 | 100% |
State business registration
- WISCONSIN SHEET METAL WORKERS WI, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
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 | WISCONSIN SHEET METAL WORKERS | WI | 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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