THE MEMBERS RETIREMENT PLAN

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text THE MEMBERS RETIREMENT PLAN. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-members-retirement-plan-362164320. Retrieved 2026-11-05.

APA furp.org. (n.d.). THE MEMBERS RETIREMENT PLAN [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 5, 2026, from https://furp.org/org/the-members-retirement-plan-362164320

MLA “THE MEMBERS RETIREMENT PLAN.” furp.org, tax years 2009–2024, https://furp.org/org/the-members-retirement-plan-362164320. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $31.9M · expenses $56.2M · assets $699.3M

EIN
36-2164320
Address
2075 FOXFIELD RD STE 201, SAINT CHARLES, IL 60174-1402
Website
WWW.TMRPLAN.ORG
NTEE code
-
Exempt type
501(c)(18): employee-funded pension trust (trust)
Ruling date
June 1971 (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

MULTIPLE UNION PENSION PROGRAM PROVIDING BENEFITS TO PARTICIPANTS BASED ON THEIR CONTRIBUTIONS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Maggie Peck EXECUTIVE DIRECTOR2022-2024 $215,364$587,226 1
Lawrence Mitchell (former) FORMER EXECUTIVE DIRECTOR2009-2021 $206,311$2,130,521 1
Carrie Paragon (former) FORMER OFFICE MANAGER2021-2023 $157,273$439,744 1

Officers and directors, no compensation reported

27 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Patrick Lopresti CHAIRMAN, BOARD OF TRUSTEE2009-2024 5 $0 reported 3
Marty Hallberg TRUSTEE2009-2024 5 $0 reported 5
Michael Stafford VICE CHAIRMAN, BOARD OF TR2010-2024 5 $0 reported 1
Kurt Freeman TRUSTEE2009-2024 5 $0 reported 3
Joseph Inemer Jr SECRETARY2016-2024 5 $0 reported 1
Michael Consolino TRUSTEE2019-2024 5 $0 reported 8
Israel Castro TRUSTEE2019-2024 5 $0 reported 7
Kevin Moore (former) VICE CHAIRMAN, BOARD OF TR2012-2022 5 $0 reported 5
Perry Kettner (former) TRUSTEE2014-2022 5 $0 reported 2
Greg Nowak (former) TRUSTEE2020-2022 5 $0 reported 1
Steve Nobles (former) TRUSTEE2009-2017 5 $0 reported 3
Paul Mancillas Jr (former) TRUSTEE2013-2017 5 $0 reported 1
John Agenbroad (former) FRMR CHAIRMAN BOARD OF TRUSTEES2009-2015 5 $0 reported 5
Michael Huggins (former) FRMR. TRUSTEE2013-2014 5 $0 reported 2
Michael Sippy (former) FRMR. TRUSTEE2009-2014 5 $0 reported 3
William Tull (former) FRMR. TRUSTEE2012-2014 5 $0 reported 1
Brian Earl (former) FRMR. TRUSTEE2009-2014 5 $0 reported 1
Robert Miller (former) FRMR. TRUSTEE2009-2014 5 $0 reported 4
Edward Williams (former) TRUSTEE2009-2012 5 $0 reported 2
Douglas Brown (former) TRUSTEE2009-2012 5 $0 reported 1
Martin Callaghan (former) TRUSTEE2010-2012 5 $0 reported 1
Mike Miller (former) TRUSTEE2010-2011 40 $0 reported 1
George Osgood (former) SECRETARY2009-2011 40 $0 reported 2
Christopher Farrand (former) TRUSTEE - PAST2009-2010 5 $0 reported 2
Robert Stanton (former) TRUSTEE - NEW2010 5 $0 reported 1
michael miller (former) tRUSTEE - NEW2009 5 $0 reported 1
mike stafford - new (former) Trustee2009 5 $0 reported 1

People by year

2024 · 8 people listed · 1 paid, $215K · 9 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAGGIE PECK EXECUTIVE DIRECTOR40 $177,066$0$38,298 $215,3641
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
MARTY HALLBERG TRUSTEE5 $0$0$0 $05
MICHAEL STAFFORD VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $01
KURT FREEMAN TRUSTEE5 $0$0$0 $03
JOSEPH INEMER JR SECRETARY5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
2023 · 9 people listed · 2 paid, $380K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MAGGIE PECK EXECUTIVE DIRECTOR40 $173,423$0$49,340 $222,7631
CARRIE PARAGON FORMER OFFICE MANAGER40 $124,599$0$32,674 $157,2731
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
MARTY HALLBERG TRUSTEE5 $0$0$0 $05
MICHAEL STAFFORD VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $01
KURT FREEMAN TRUSTEE5 $0$0$0 $03
JOSEPH INEMER JR SECRETARY5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
2022 · 10 people listed · 2 paid, $303K · 6 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CARRIE PARAGON OFFICE MANAGER40 $122,175$0$31,674 $153,8491
MAGGIE PECK EXECUTIVE DIRECTOR40 $117,481$0$31,618 $149,0991
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $05
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
GREG NOWAK TRUSTEE5 $0$0$0 $01
2021 · 10 people listed · 2 paid, $335K · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL FORMER EXECUTIVE DIRECTOR40 $165,894$0$40,417 $206,3111
CARRIE PARAGON INTERIM EXECUTIVE DIRECTOR40 $100,504$0$28,118 $128,6221
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $05
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
GREG NOWAK TRUSTEE5 $0$0$0 $01
2020 · 9 people listed · 1 paid, $227K · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $183,731$0$43,196 $226,9271
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $05
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
GREG NOWAK TRUSTEE5 $0$0$0 $01
2019 · 8 people listed · 1 paid, $219K · 6 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $177,534$0$41,941 $219,4751
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $05
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
MICHAEL CONSOLINO TRUSTEE5 $0$0$0 $08
ISRAEL CASTRO TRUSTEE5 $0$0$0 $07
2017 · 8 people listed · 1 paid, $213K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $172,153$0$41,005 $213,1581
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEE5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TR5 $0$0$0 $05
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PAUL MANCILLAS JR TRUSTEE5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
STEVE NOBLES TRUSTEE5 $0$0$0 $03
2016 · 9 people listed · 1 paid, $168K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $138,092$0$29,921 $168,0131
PATRICK LOPRESTI CHAIRMAN, BOARD OF TRUSTEES5 $0$0$0 $03
KEVIN MOORE VICE CHAIRMAN, BOARD OF TRUSTEES5 $0$0$0 $05
KURT FREEMAN FMR VICE CHAIRMAN, BOARD OF TRU5 $0$0$0 $03
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PAUL MANCILLAS JR TRUSTEE5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
JOSEPH INEMER JR TRUSTEE5 $0$0$0 $01
STEVE NOBLES TRUSTEE5 $0$0$0 $03
2015 · 8 people listed · 1 paid, $169K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $132,531$0$36,377 $168,9081
JOHN AGENBROAD FRMR CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $05
PATRICK LOPRESTI CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $03
KEVIN MOORE TRUSTEE5 $0$0$0 $05
KURT FREEMAN VICE CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $03
MICHAEL STAFFORD SECRETARY5 $0$0$0 $01
PAUL MANCILLAS JR TRUSTEE5 $0$0$0 $01
PERRY KETTNER TRUSTEE5 $0$0$0 $02
2014 · 15 people listed · 1 paid, $170K · 7 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $134,077$0$35,666 $169,7431
JOHN AGENBROAD CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $05
WILLIAM TULL FRMR. TRUSTEE5 $0$0$0 $01
PATRICK LOPRESTI VICE CHAIRMAN OF BOARD OF5 $0$0$0 $03
MICHAEL SIPPY FRMR. TRUSTEE5 $0$0$0 $03
KEVIN MOORE TRUSTEE5 $0$0$0 $05
MARTY HALLBERG FRMR. EXECUTIVE COMMITTEE5 $0$0$0 $05
KURT FREEMAN SECRETARY5 $0$0$0 $03
BRIAN EARL FRMR. TRUSTEE5 $0$0$0 $01
STEVE NOBLES FRMR. TRUSTEE5 $0$0$0 $03
MICHAEL STAFFORD TRUSTEE5 $0$0$0 $01
PAUL MANCILLAS JR TRUSTEE5 $0$0$0 $01
ROBERT MILLER FRMR. TRUSTEE5 $0$0$0 $04
MICHAEL HUGGINS FRMR. TRUSTEE5 $0$0$0 $02
PERRY KETTNER TRUSTEE5 $0$0$0 $02
2013 · 14 people listed · 1 paid, $166K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $130,849$0$34,894 $165,7431
JOHN AGENBROAD CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $05
WILLIAM TULL TRUSTEE5 $0$0$0 $01
PATRICK LOPRESTI VICE CHAIRMAN OF BOARD OF5 $0$0$0 $03
MICHAEL SIPPY TRUSTEE5 $0$0$0 $03
KEVIN MOORE TRUSTEE5 $0$0$0 $05
MARTY HALLBERG EXECUTIVE COMMITTEE5 $0$0$0 $05
KURT FREEMAN SECRETARY5 $0$0$0 $03
BRIAN EARL TRUSTEE5 $0$0$0 $01
STEVE NOBLES TRUSTEE5 $0$0$0 $03
MICHAEL STAFFORD TRUSTEE5 $0$0$0 $01
PAUL MANCILLAS JR TRUSTEE5 $0$0$0 $01
ROBERT MILLER TRUSTEE5 $0$0$0 $04
MICHAEL HUGGINS TRUSTEE5 $0$0$0 $02
2012 · 15 people listed · 1 paid, $161K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $132,277$0$28,430 $160,7071
JOHN AGENBROAD CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $05
WILLIAM TULL TRUSTEE5 $0$0$0 $01
PATRICK LOPRESTI VICE CHAIRMAN OF BOARD OF TRUSTEES5 $0$0$0 $03
MICHAEL SIPPY TRUSTEE5 $0$0$0 $03
KEVIN MOORE TRUSTEE5 $0$0$0 $05
EDWARD WILLIAMS TRUSTEE5 $0$0$0 $02
KURT FREEMAN SECRETARY5 $0$0$0 $03
BRIAN EARL TRUSTEE5 $0$0$0 $01
STEVE NOBLES TRUSTEE5 $0$0$0 $03
MARTY HALLBERG EXECUTIVE COMMITTEE5 $0$0$0 $05
MICHAEL STAFFORD TRUSTEE5 $0$0$0 $01
DOUGLAS BROWN TRUSTEE5 $0$0$0 $01
MARTIN CALLAGHAN TRUSTEE5 $0$0$0 $01
ROBERT MILLER TRUSTEE5 $0$0$0 $04
2011 · 15 people listed · 1 paid, $127K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $126,923$0$0 $126,9231
JOHN AGENBROAD CHAIRMAN BOARD OF TRUSTEES40 $0$0$0 $05
MIKE MILLER TRUSTEE40 $0$0$0 $01
PATRICK LOPRESTI VICE CHAIRMAN OF BOARD OF40 $0$0$0 $03
MICHAEL SIPPY TRUSTEE40 $0$0$0 $03
GEORGE OSGOOD SECRETARY40 $0$0$0 $02
EDWARD WILLIAMS TRUSTEE40 $0$0$0 $02
KURT FREEMAN EXECUTIVE COMMITTEE40 $0$0$0 $03
BRIAN EARL TRUSTEE40 $0$0$0 $01
STEVE NOBLES TRUSTEE40 $0$0$0 $03
MARTY HALLBERG TRUSTEE40 $0$0$0 $05
MICHAEL STAFFORD TRUSTEE40 $0$0$0 $01
DOUGLAS BROWN TRUSTEE40 $0$0$0 $01
MARTIN CALLAGHAN TRUSTEE40 $0$0$0 $01
ROBERT MILLER TRUSTEE40 $0$0$0 $04
2010 · 17 people listed · 1 paid, $153K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAWRENCE MITCHELL EXECUTIVE DIRECTOR40 $126,923$0$26,318 $153,2411
JOHN AGENBROAD CHAIRMAN BOARD OF TRUSTEES5 $0$0$0 $05
MIKE MILLER TRUSTEE5 $0$0$0 $01
PATRICK LOPRESTI VICE CHAIRMAN OF BOARD OF TRUSTEES5 $0$0$0 $03
MICHAEL SIPPY TRUSTEE5 $0$0$0 $03
ROBERT STANTON TRUSTEE - NEW5 $0$0$0 $01
EDWARD WILLIAMS TRUSTEE5 $0$0$0 $02
KURT FREEMAN SECRETARY5 $0$0$0 $03
CHRISTOPHER FARRAND TRUSTEE - PAST5 $0$0$0 $02
BRIAN EARL TRUSTEE5 $0$0$0 $01
STEVE NOBLES TRUSTEE5 $0$0$0 $03
MARTY HALLBERG TRUSTEE5 $0$0$0 $05
MICHAEL STAFFORD TRUSTEE5 $0$0$0 $01
DOUGLAS BROWN TRUSTEE5 $0$0$0 $01
MARTIN CALLAGHAN TRUSTEE - NEW5 $0$0$0 $01
GEORGE OSGOOD TRUSTEE - PAST5 $0$0$0 $02
ROBERT MILLER TRUSTEE5 $0$0$0 $04
2009 · 15 people listed · 1 paid, $151K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
lawrence mitchell executive director40 $125,381$0$25,991 $151,3721
john agenbroad chairMAN5 $0$0$0 $05
brian earl TRUSTEE5 $0$0$0 $01
marty hallberg TRUSTEE5 $0$0$0 $05
patrick lopresti trustee5 $0$0$0 $03
george osgood TRUSTEE5 $0$0$0 $02
kurt freeman trustee5 $0$0$0 $03
douglas brown CHAIRMAN5 $0$0$0 $01
michael miller tRUSTEE - NEW5 $0$0$0 $01
robert miller trustee5 $0$0$0 $04
edward williams Trustee5 $0$0$0 $02
mike stafford - new Trustee5 $0$0$0 $01
steve nobles Trustee5 $0$0$0 $03
christopher farrand trustee5 $0$0$0 $02
michael sippy trustee5 $0$0$0 $03

Highest-paid independent contractors

2024 · 5 contractors · $732K
NameLocationServicePaid
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$170,000
MOONEY GREEN SAINDON MURPHY & WELCHWASHINGTON, DCLEGAL FEES$167,238
STATE STREET GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGER$147,614
LORD ABBETT & COJERSEY CITY, NJINVESTMENT MANAGER$127,404
REAMS ASSET MANAGEMENTINDIANAPOLIS, ININVESTMENT MANAGER$119,753
2023 · 2 contractors · $313K
NameLocationServicePaid
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$180,000
MOONEY GREEN SAINDON MURPHY & WELCHWASHINGTON, DCLEGAL FEES$133,243
2022 · 5 contractors · $756K
NameLocationServicePaid
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$180,000
STATE STREET GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$170,248
MOONEY GREEN SAINDON MURPHY & WELCHWASHINGTON, DCLEGAL FEES$160,156
MOSIAC SALES SOLUTIONSDALLAS, TXMARKETING$126,279
THE SEGAL COMPANYCHICAGO, ILACTUARIAL$119,623
2021 · 5 contractors · $1.1M
NameLocationServicePaid
MEHLMAN CASTAGNETTI ROSEN & THOMASWASHINGTON, DCLOBBYING FIRM$300,000
STATE STREET GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$228,001
NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT MANAGEMENT$203,273
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$180,000
THE SEGAL COMPANYCHICAGO, ILACTUARIAL FIRM$173,343
2020 · 5 contractors · $771K
NameLocationServicePaid
STATE STREET GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$193,596
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$180,000
NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT MANAGEMENT$178,801
PIMCONEW YORK, NYINVESTMENT MANAGEMENT$115,846
LSV ASSET MANAGEMENTCHICAGO, ILINVESTMENT MANAGEMENT$103,211
2019 · 5 contractors · $848K
NameLocationServicePaid
LSV ASSET MANAGEMENTCHICAGO, ILINVESTMENT MANAGEMENT$203,213
STATE STREET GLOBAL ADVISORSBOSTON, MAINVESTMENT MANAGEMENT$193,863
MARQUETTE ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$180,000
NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT MANAGEMENT$144,842
PIMCONEW YORK, NYINVESTMENT MANAGEMENT$125,942
2017 · 5 contractors · $1.6M
NameLocationServicePaid
INVESTEC ASSET MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$475,116
MONDRIAN INVESTMENT PARTNERSPHILADELPHIA, PAINVESTMENT MANAGEMENT$352,725
WILLIAM BLAIRCHICAGO, ILINVESTMENT MANAGEMENT$317,217
THE SEGAL COMPANYCHICAGO, ILACTUARIAL SERVICES$300,343
EARNEST PARTNERS LLCATLANTA, GAINVESTMENT MANAGEMENT$203,245
2016 · 5 contractors · $1.5M
NameLocationServicePaid
INVESTEC ASSET MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$400,752
MONDRIAN INVESTMENT PARTNERSPHILADELPHIA, PAINVESTMENT MANAGEMENT$376,648
WILLIAM BLAIRCHICAGO, ILINVESTMENT MANAGEMENT$282,069
EARNEST PARTNERS LLCATLANTA, GAINVESTMENT MANAGEMENT$208,598
REAMS ASSET MANAGEMENTCOLUMBUS, ININVESTMENT MANAGEMENT$202,195
2015 · 5 contractors · $1.6M
NameLocationServicePaid
MONDRIAN INVESTMENT PARTNERSPHILADELPHIA, PAINVESTMENT MANAGEMENT$569,020
INVESTEC ASSET MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$346,759
WILLIAM BLAIRCHICAGO, ILINVESTMENT MANAGEMENT$279,797
REAMS ASSET MANAGEMENTCOLUMBUS, ININVESTMENT MANAGEMENT$219,766
EARNEST PARTNERS LLCATLANTA, GAINVESTMENT MANAGEMENT$209,808
2014 · 2 contractors · $426K
NameLocationServicePaid
THE SEGAL COMPANYCHICAGO, ILACTUARY CONULTANT$268,519
HEWITT ENNIS KNUPP & ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$157,692
2013 · 2 contractors · $385K
NameLocationServicePaid
THE SEGAL COMPANYACTUARY CONULTANT$218,078
HEWITT ENNIS KNUPP & ASSOCIATESINVESTMENT CONSULTANT$166,605
2012 · 1 contractor · $202K
NameLocationServicePaid
HEWITT ENNIS KNUPP & ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$201,710
2011 · 1 contractor · $139K
NameLocationServicePaid
HEWITT ENNIS KNUPP & ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$139,092
2010 · 1 contractor · $162K
NameLocationServicePaid
HEWITT ENNIS KNUPP & ASSOCIATESCHICAGO, ILINVESTMENT CONSULTANT$162,353
2009 · 5 contractors · $2.5M
NameLocationServicePaid
ADAMS STREET PARTNERSCHICAGO, ILINVESTMENT MANAGEMENT$788,250
TURNER INVESTMENT PARTNERSBERWYN, PAINVESTMENT MANAGEMENT$594,441
MONDRIAN INVESTMENT PARTNERSPHILADELPHIA, PAINVESTMENT MANAGEMENT$422,400
NORTHERN TRUST COMPANYCHICAGO, ILINVESTMENT MANAGEMENT & CUSTODY$339,084
INTERCONTINENTAL REAL ESTATEBOSTON, MAINVESTMENT MANAGEMENT$333,490

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$31,906,525$56,240,108 $699,316,210$693,526,896 $0$5,077,865 $215,36490
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$44,812,518$73,674,571 $673,942,012$673,371,335 $0$6,838,504 $222,76380
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$28,914,410$90,701,125 $674,007,457$673,741,317 $0$10,041,856 $149,09968
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$64,567,329$90,830,591 $709,032,698$708,244,844 $0$10,546,773 $206,31160
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$51,507,103$90,482,265 $851,661,289$837,064,675 $88,602$9,924,259 $226,92760
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$47,462,702$90,359,070 $731,418,183$731,090,089 $0$10,741,299 $219,47560
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$132,857,701$114,823,031 $862,953,904$859,476,794 $0$14,276,119 $213,69470
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$57,792,785$136,004,626 $888,853,675$886,630,991 $0$16,821,675 $197,79970
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$51,376,888$134,948,285 $907,277,066$901,359,512 $0$17,106,971 $167,66670
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$50,954,181$138,088,963 $1,016,248,695$1,006,915,118 $0$18,172,178 $172,03970
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$127,409,659$169,039,382 $1,097,786,832$1,088,578,395 $0$19,801,407 $130,84980
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$114,343,736$150,451,808 $1,090,622,684$1,075,118,474 $0$20,449,206 $133,60780
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$70,966,584$177,651,876 $1,112,259,812$1,109,260,238 $0$20,733,403 $125,23180
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$103,303,747$163,219,683 $1,251,418,413$1,231,385,774 $0$22,602,031 $126,92380
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$99,545,880$163,057,210 $1,152,883,903$1,149,586,466 $0$22,524,886 $151,64980

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

No similar organizations found.

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 · $56,240,108 spent · pay $614,959 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $54,036,228--- 96.1%
Fees: investment management $712,280--- 1.3%
Other salaries and wages $252,411--- 0.4%
Pay: officers, directors, trustees, key employees $215,364--- 0.4%
Office expenses $178,885--- 0.3%
Fees: legal $168,082--- 0.3%
Fees: other services $137,870--- 0.2%
Insurance $136,931--- 0.2%
Information technology $107,112--- 0.2%
Other employee benefits $84,375--- 0.2%
Fees: accounting $68,466--- 0.1%
Occupancy $59,444--- 0.1%
Payroll taxes $33,289--- 0.1%
Pension plan contributions $29,520--- 0.1%
Travel $18,749--- 0.0%
Depreciation and depletion $1,102--- 0.0%
Total$56,240,108100%

View the filing

2023 · Form 990 · $73,674,571 spent · pay $773,502 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $71,214,893--- 96.7%
Fees: investment management $676,144--- 0.9%
Other salaries and wages $383,096--- 0.5%
Fees: other services $356,177--- 0.5%
Pay: officers, directors, trustees, key employees $222,763--- 0.3%
Fees: legal $160,212--- 0.2%
Office expenses $159,883--- 0.2%
Insurance $136,851--- 0.2%
Information technology $101,816--- 0.1%
Other employee benefits $94,431--- 0.1%
Fees: accounting $60,000--- 0.1%
Payroll taxes $43,212--- 0.1%
Pension plan contributions $30,000--- 0.0%
Occupancy $19,785--- 0.0%
Travel $13,656--- 0.0%
Depreciation and depletion $1,652--- 0.0%
Total$73,674,571100%

View the filing

2022 · Form 990 · $90,701,125 spent · pay $723,617 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $88,476,554--- 97.5%
Fees: investment management $648,537--- 0.7%
Other salaries and wages $413,373--- 0.5%
Pay: officers, directors, trustees, key employees $149,099--- 0.2%
Fees: other services $148,808--- 0.2%
Fees: legal $148,489--- 0.2%
Insurance $132,591--- 0.1%
Office expenses $129,839--- 0.1%
Occupancy $126,943--- 0.1%
Information technology $91,767--- 0.1%
Other employee benefits $83,188--- 0.1%
Fees: accounting $53,460--- 0.1%
Payroll taxes $41,509--- 0.0%
Pension plan contributions $36,448--- 0.0%
Travel $18,705--- 0.0%
Depreciation and depletion $1,815--- 0.0%
Total$90,701,125100%

View the filing

2021 · Form 990 · $90,830,591 spent · pay $622,948 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $88,087,825--- 97.0%
Fees: investment management $832,579--- 0.9%
Other salaries and wages $297,766--- 0.3%
Office expenses $295,714--- 0.3%
Fees: lobbying $244,979--- 0.3%
Pay: officers, directors, trustees, key employees $206,311--- 0.2%
Fees: legal $195,243--- 0.2%
Information technology $160,176--- 0.2%
Fees: other services $152,997--- 0.2%
Insurance $132,094--- 0.1%
Other employee benefits $65,044--- 0.1%
Fees: accounting $62,828--- 0.1%
Payroll taxes $34,854--- 0.0%
Occupancy $25,897--- 0.0%
Pension plan contributions $18,973--- 0.0%
Travel $15,242--- 0.0%
Depreciation and depletion $2,069--- 0.0%
Total$90,830,591100%

View the filing

2020 · Form 990 · $90,482,265 spent · pay $695,527 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $87,780,443--- 97.0%
Fees: investment management $1,179,523--- 1.3%
Other salaries and wages $317,243--- 0.4%
Fees: other services $253,324--- 0.3%
Pay: officers, directors, trustees, key employees $226,927--- 0.3%
Fees: legal $140,082--- 0.2%
Insurance $122,837--- 0.1%
Office expenses $119,987--- 0.1%
Other employee benefits $83,775--- 0.1%
Fees: lobbying $60,000--- 0.1%
Fees: accounting $50,700--- 0.1%
Information technology $47,298--- 0.1%
Payroll taxes $36,247--- 0.0%
Pension plan contributions $31,335--- 0.0%
Occupancy $27,808--- 0.0%
Travel $3,131--- 0.0%
Depreciation and depletion $1,605--- 0.0%
Total$90,482,265100%

View the filing

2019 · Form 990 · $90,359,070 spent · pay $679,625 · grants $0 · events $3,117
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $87,591,729--- 96.9%
Fees: investment management $1,296,621--- 1.4%
Other salaries and wages $318,405--- 0.4%
Pay: officers, directors, trustees, key employees $219,475--- 0.2%
Office expenses $178,660--- 0.2%
Fees: legal $158,364--- 0.2%
Fees: other services $125,592--- 0.1%
Insurance $116,079--- 0.1%
Other employee benefits $78,494--- 0.1%
Information technology $75,166--- 0.1%
Fees: accounting $50,836--- 0.1%
Travel $43,622--- 0.0%
Occupancy $36,888--- 0.0%
Payroll taxes $35,902--- 0.0%
Pension plan contributions $27,349--- 0.0%
Conferences, conventions and meetings $3,117--- 0.0%
Depreciation and depletion $2,771--- 0.0%
Total$90,359,070100%

View the filing

2017 · Form 990 · $114,823,031 spent · pay $648,163 · grants $0 · events $264
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $110,865,072--- 96.6%
Fees: investment management $2,224,452--- 1.9%
Fees: other services $364,639--- 0.3%
Office expenses $314,247--- 0.3%
Other salaries and wages $303,590--- 0.3%
Pay: officers, directors, trustees, key employees $213,694--- 0.2%
Insurance $118,192--- 0.1%
Fees: legal $98,027--- 0.1%
Other employee benefits $71,747--- 0.1%
Travel $58,505--- 0.1%
Fees: accounting $54,671--- 0.0%
Information technology $47,539--- 0.0%
Payroll taxes $34,267--- 0.0%
Occupancy $27,320--- 0.0%
Pension plan contributions $24,865--- 0.0%
Depreciation and depletion $1,940--- 0.0%
Conferences, conventions and meetings $264--- 0.0%
Total$114,823,031100%

View the filing

2016 · Form 990 · $136,004,626 spent · pay $690,417 · grants $0 · events $4,411
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $132,319,226--- 97.3%
Fees: investment management $2,250,422--- 1.7%
Other salaries and wages $339,646--- 0.2%
Fees: other services $248,572--- 0.2%
Pay: officers, directors, trustees, key employees $197,799--- 0.1%
Office expenses $115,827--- 0.1%
Insurance $92,817--- 0.1%
Other employee benefits $88,268--- 0.1%
Fees: legal $77,013--- 0.1%
Travel $59,496--- 0.0%
Fees: accounting $56,777--- 0.0%
Information technology $48,746--- 0.0%
Payroll taxes $37,576--- 0.0%
Pension plan contributions $27,128--- 0.0%
Occupancy $25,438--- 0.0%
Depreciation and depletion $15,464--- 0.0%
Conferences, conventions and meetings $4,411--- 0.0%
Total$136,004,626100%

View the filing

2015 · Form 990 · $134,948,285 spent · pay $664,951 · grants $0 · events $3,838
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $131,133,842--- 97.2%
Fees: investment management $2,288,163--- 1.7%
Other salaries and wages $344,774--- 0.3%
Office expenses $271,143--- 0.2%
Pay: officers, directors, trustees, key employees $167,666--- 0.1%
Fees: other services $136,453--- 0.1%
Insurance $99,300--- 0.1%
Other employee benefits $86,981--- 0.1%
Fees: legal $85,440--- 0.1%
Information technology $67,923--- 0.1%
Fees: accounting $56,872--- 0.0%
Occupancy $55,372--- 0.0%
Travel $55,207--- 0.0%
Payroll taxes $36,360--- 0.0%
Depreciation and depletion $29,781--- 0.0%
Pension plan contributions $29,170--- 0.0%
Conferences, conventions and meetings $3,838--- 0.0%
Total$134,948,285100%

View the filing

2014 · Form 990 · $138,088,963 spent · pay $657,554 · grants $0 · events $19,087
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $134,121,918--- 97.1%
Fees: investment management $2,454,064--- 1.8%
Other salaries and wages $338,579--- 0.2%
Office expenses $193,344--- 0.1%
Fees: other services $191,635--- 0.1%
Pay: officers, directors, trustees, key employees $172,039--- 0.1%
Insurance $101,531--- 0.1%
Fees: legal $87,772--- 0.1%
Other employee benefits $82,632--- 0.1%
Information technology $79,889--- 0.1%
Travel $66,840--- 0.0%
Fees: accounting $52,327--- 0.0%
Occupancy $40,385--- 0.0%
Payroll taxes $36,011--- 0.0%
Pension plan contributions $28,293--- 0.0%
Depreciation and depletion $22,617--- 0.0%
Conferences, conventions and meetings $19,087--- 0.0%
Total$138,088,963100%

View the filing

2013 · Form 990 · $169,039,382 spent · pay $645,781 · grants $0 · events $8,954
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $163,876,891--- 96.9%
Fees: investment management $3,362,902--- 2.0%
Fees: other services $409,222--- 0.2%
Other salaries and wages $335,329--- 0.2%
Office expenses $181,965--- 0.1%
Pay: officers, directors, trustees, key employees $130,849--- 0.1%
Depreciation and depletion $117,067--- 0.1%
Travel $113,897--- 0.1%
Insurance $105,084--- 0.1%
Other employee benefits $94,909--- 0.1%
Fees: legal $87,420--- 0.1%
Information technology $72,283--- 0.0%
Fees: accounting $57,916--- 0.0%
Pension plan contributions $49,281--- 0.0%
Payroll taxes $35,413--- 0.0%
Conferences, conventions and meetings $8,954--- 0.0%
Total$169,039,382100%

View the filing

2012 · Form 990 · $150,451,808 spent · pay $643,841 · grants $0 · events $10,682
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $146,321,271--- 97.3%
Fees: investment management $2,500,053--- 1.7%
Other salaries and wages $334,148--- 0.2%
Office expenses $282,994--- 0.2%
Fees: other services $157,610--- 0.1%
Pay: officers, directors, trustees, key employees $133,607--- 0.1%
Depreciation and depletion $109,885--- 0.1%
Fees: legal $103,362--- 0.1%
Travel $100,384--- 0.1%
Insurance $98,759--- 0.1%
Other employee benefits $91,664--- 0.1%
Information technology $66,688--- 0.0%
Fees: accounting $56,279--- 0.0%
Pension plan contributions $49,153--- 0.0%
Payroll taxes $35,269--- 0.0%
Conferences, conventions and meetings $10,682--- 0.0%
Total$150,451,808100%

View the filing

2011 · Form 990 · $177,651,876 spent · pay $624,293 · grants $0 · events $14,411
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $172,035,822--- 96.8%
Fees: investment management $4,037,603--- 2.3%
Other salaries and wages $327,105--- 0.2%
Office expenses $247,073--- 0.1%
Fees: other services $140,040--- 0.1%
Fees: legal $131,380--- 0.1%
Pay: officers, directors, trustees, key employees $125,231--- 0.1%
Travel $107,974--- 0.1%
Depreciation and depletion $98,941--- 0.1%
Other employee benefits $90,890--- 0.1%
Information technology $87,812--- 0.0%
Insurance $77,184--- 0.0%
Fees: accounting $49,343--- 0.0%
Pension plan contributions $46,558--- 0.0%
Payroll taxes $34,509--- 0.0%
Conferences, conventions and meetings $14,411--- 0.0%
Total$177,651,876100%

View the filing

2010 · Form 990 · $163,219,683 spent · pay $591,759 · grants $0 · events $25,262
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $157,232,237--- 96.3%
Fees: investment management $4,537,324--- 2.8%
Other salaries and wages $308,992--- 0.2%
Office expenses $177,782--- 0.1%
Fees: legal $141,140--- 0.1%
Pay: officers, directors, trustees, key employees $126,923--- 0.1%
Travel $117,254--- 0.1%
Depreciation and depletion $99,532--- 0.1%
Information technology $92,659--- 0.1%
Other employee benefits $82,435--- 0.1%
Insurance $73,031--- 0.0%
Fees: other services $70,339--- 0.0%
Fees: accounting $61,364--- 0.0%
Pension plan contributions $40,573--- 0.0%
Payroll taxes $32,836--- 0.0%
Conferences, conventions and meetings $25,262--- 0.0%
Total$163,219,683100%

View the filing

2009 · Form 990 · $163,057,210 spent · pay $587,433 · grants $0 · events $21,212
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $156,453,504--- 96.0%
Fees: investment management $5,105,699--- 3.1%
Other salaries and wages $297,896--- 0.2%
Office expenses $281,159--- 0.2%
Fees: legal $164,576--- 0.1%
Pay: officers, directors, trustees, key employees $151,649--- 0.1%
Travel $107,040--- 0.1%
Depreciation and depletion $101,540--- 0.1%
Pension plan contributions $76,020--- 0.0%
Insurance $74,260--- 0.0%
Fees: other services $64,884--- 0.0%
Fees: accounting $58,920--- 0.0%
Information technology $36,983--- 0.0%
Payroll taxes $32,853--- 0.0%
Other employee benefits $29,015--- 0.0%
Conferences, conventions and meetings $21,212--- 0.0%
Total$163,057,210100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorTHE MEMBERS RETIREMENT PLAN (TMRP)ILForm 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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.