CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND
Cite this
Plain text CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/chicago-area-i-b-of-t-health-and-welfare-trust-fund-362187389. Retrieved 2026-10-29.
APA furp.org. (n.d.). CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/chicago-area-i-b-of-t-health-and-welfare-trust-fund-362187389
MLA “CHICAGO AREA I B OF T HEALTH & WELFARE TRUST FUND.” furp.org, tax years 2010–2024, https://furp.org/org/chicago-area-i-b-of-t-health-and-welfare-trust-fund-362187389. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $23.8M · expenses $21.3M · assets $106.1M
- Also known as
- WELFARE TRUST FUND
- EIN
- 36-2187389
- Address
- 1333 BUTTERFIELD RD STE 110, DOWNERS GROVE, IL 60515-5639
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- April 1952 (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
HEALTH BENEFIT FUND
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
5 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 |
|---|---|---|---|---|---|
| Laura Caballero | ASSISTANT FUND MANAGER | 2010-2024 | $239,512 | $2,918,911 | 2 |
| Thomas Stiede | FUND MANAGER | 2010-2024 | $224,259 | $2,250,426 | 3 |
| Patrick Bruno | TRUSTEE | 2010-2024 | $175,383 | $2,003,976 | 5 |
| Howard Murdoch | TRUSTEE | 2010-2024 | $0 | $1,756,617 | 5 |
| Denise Lukaszewski | COMPTROLLER | 2022-2024 | $167,913 | $493,922 | 1 |
Officers and directors, no compensation reported
5 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 |
|---|---|---|---|---|---|
| Ronald Sandack | TRUSTEE | 2010-2024 | 1 | $0 reported | 1 |
| Michael Philipp | TRUSTEE | 2013-2024 | 1 | $0 reported | 1 |
| Joseph Burke | TRUSTEE | 2019-2024 | 1 | $0 reported | 1 |
| Stephen Lamb (former) | TRUSTEE | 2019 | 1 | $0 reported | 2 |
| James Russ Jr (former) | TRUSTEE (PAST) | 2010-2012 | 1 | $0 reported | 1 |
People by year
2024 · 8 people listed · 4 paid, $807K · 7 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $193,488 | $0 | $46,024 | $239,512 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $27,859 | $128,871 | $67,529 | $224,259 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $124,059 | $51,324 | $175,383 | 5 |
| DENISE LUKASZEWSKI | COMPTROLLER | 40 | $121,889 | $0 | $46,024 | $167,913 | 1 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 8 people listed · 5 paid, $853K · 9 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $191,523 | $0 | $45,875 | $237,398 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $7,767 | $116,956 | $66,359 | $191,082 | 3 |
| DENISE LUKASZEWSKI | COMPTROLLER | 40 | $122,473 | $0 | $45,875 | $168,348 | 1 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $112,584 | $51,075 | $163,659 | 5 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $54,958 | $37,874 | $92,832 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · 5 paid, $905K · 9 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $180,109 | $0 | $45,311 | $225,420 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $22,272 | $113,035 | $67,406 | $202,713 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $110,473 | $52,711 | $163,184 | 5 |
| DENISE LUKASZEWSKI | COMPTROLLER | 40 | $112,350 | $0 | $45,311 | $157,661 | 1 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $103,769 | $52,711 | $156,480 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 7 people listed · 4 paid, $692K · 7 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $169,993 | $0 | $45,126 | $215,119 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $20,415 | $98,145 | $59,267 | $177,827 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $104,939 | $45,126 | $150,065 | 5 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $103,509 | $45,126 | $148,635 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 7 people listed · 4 paid, $674K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $159,494 | $0 | $44,583 | $204,077 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $10,285 | $100,156 | $58,179 | $168,620 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $106,764 | $44,583 | $151,347 | 5 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $105,413 | $44,583 | $149,996 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 8 people listed · 4 paid, $671K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $164,661 | $0 | $43,632 | $208,293 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $16,627 | $95,645 | $56,949 | $169,221 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $103,430 | $43,632 | $147,062 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $103,009 | $43,632 | $146,641 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 6 people listed · 4 paid, $630K · 17 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $154,630 | $0 | $40,995 | $195,625 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $14,024 | $86,695 | $53,555 | $154,274 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $99,321 | $40,994 | $140,315 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $98,749 | $40,994 | $139,743 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 6 people listed · 4 paid, $616K · 27 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $156,032 | $0 | $40,301 | $196,333 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $4,567 | $85,351 | $52,378 | $142,296 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $98,545 | $40,301 | $138,846 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $97,957 | $40,301 | $138,258 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 6 people listed · 4 paid, $597K · 25 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $135,865 | $0 | $39,601 | $175,466 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $7,333 | $86,145 | $51,212 | $144,690 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $99,617 | $39,601 | $139,218 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $98,304 | $39,601 | $137,905 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 6 people listed · 4 paid, $596K · 26 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $141,491 | $0 | $38,703 | $180,194 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $7,333 | $85,288 | $49,876 | $142,497 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $98,536 | $38,703 | $137,239 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $97,144 | $38,703 | $135,847 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 6 people listed · 4 paid, $562K · 28 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $137,548 | $0 | $36,918 | $174,466 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $13,383 | $74,495 | $45,044 | $132,922 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $90,346 | $36,917 | $127,263 | 5 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $90,100 | $36,917 | $127,017 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · 4 paid, $551K · 46 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $130,529 | $0 | $35,905 | $166,434 | 2 |
| THOMAS STIEDE | FUND MANAGER | 4 | $14,844 | $78,605 | $35,905 | $129,354 | 3 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $92,314 | $35,905 | $128,219 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $90,680 | $35,905 | $126,585 | 5 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL PHILIPP | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · 4 paid, $549K · 41 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $141,010 | $0 | $33,394 | $174,404 | 2 |
| HOWARD MURDOCH | TRUSTEE | 1 | $0 | $92,058 | $33,394 | $125,452 | 5 |
| THOMAS STIEDE | FUND MANAGER | 4 | $12,778 | $78,548 | $33,394 | $124,720 | 3 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $90,814 | $33,394 | $124,208 | 5 |
| JAMES RUSS JR | TRUSTEE (PAST) | 1 | $0 | $0 | $0 | $0 | 1 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 6 people listed · 4 paid, $541K · 69 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $132,212 | $0 | $32,804 | $165,016 | 2 |
| THOMAS STIEDE | FUND MANAGER | 16 | $15,977 | $78,359 | $32,804 | $127,140 | 3 |
| HOWARD C MURDOCH | TRUSTEE | 1 | $0 | $92,502 | $32,804 | $125,306 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $91,084 | $32,804 | $123,888 | 5 |
| JAMES RUSS JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · 2 paid, $180K · 57 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LAURA CABALLERO | ASSISTANT FUND MANAGER | 40 | $130,083 | $0 | $31,071 | $161,154 | 2 |
| THOMAS STIEDE | FUND MANAGER | 16 | $18,811 | $0 | $0 | $18,811 | 3 |
| HOWARD C MURDOCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| PATRICK BRUNO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JAMES RUSS JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RONALD SANDACK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $870K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $625,438 |
| THE SEGAL COMPANY | CHICAGO, IL | BENEFIT CONSULTANT | $133,178 |
| LANER MUCHIN LTD | CHICAGO, IL | LEGAL | $111,686 |
2023 · 1 contractor · $672K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $672,353 |
2022 · 2 contractors · $792K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $685,872 |
| LANER MUCHIN LTD | CHICAGO, IL | ATTORNEY | $106,126 |
2021 · 1 contractor · $655K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $654,728 |
2020 · 1 contractor · $589K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $588,818 |
2019 · 1 contractor · $642K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $641,556 |
2018 · 1 contractor · $288K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $287,956 |
2017 · 2 contractors · $431K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $329,023 |
| DOWD BLOCH BENNETT CERVONE | CHICAGO, IL | LAW FIRM | $102,042 |
2016 · 1 contractor · $255K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $254,952 |
2015 · 1 contractor · $277K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $276,777 |
2014 · 1 contractor · $324K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $324,008 |
2013 · 1 contractor · $370K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | PPO PROVIDER | $369,590 |
2012 · 1 contractor · $402K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $402,410 |
2011 · 1 contractor · $425K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $425,342 |
2010 · 1 contractor · $469K
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | PPO PROVIDER | $468,591 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $23,758,393 | $21,308,381 | $106,095,971 | $105,953,507 | $0 | $21,044,156 | $114,387 | 7 | 0 |
| 2023 · Form 990 | ||||||||
| $20,787,076 | $20,960,142 | $96,138,327 | $96,005,319 | $0 | $19,613,907 | $105,580 | 9 | 0 |
| 2022 · Form 990 | ||||||||
| $20,930,428 | $20,111,470 | $92,111,044 | $91,480,004 | $0 | $19,031,901 | $118,079 | 9 | 0 |
| 2021 · Form 990 | ||||||||
| $39,107,186 | $19,222,860 | $97,597,594 | $97,305,367 | $0 | $18,031,813 | $110,688 | 7 | 0 |
| 2020 · Form 990 | ||||||||
| $19,833,464 | $16,629,719 | $93,015,096 | $92,628,508 | $0 | $18,116,180 | $102,008 | 8 | 0 |
| 2019 · Form 990 | ||||||||
| $19,600,525 | $17,427,720 | $84,854,647 | $84,292,412 | $0 | $17,914,054 | $129,758 | 8 | 0 |
| 2018 · Form 990 | ||||||||
| $8,991,817 | $8,731,383 | $79,218,258 | $76,940,999 | $0 | $8,267,842 | $75,665 | 17 | 0 |
| 2017 · Form 990 | ||||||||
| $9,472,843 | $9,952,483 | $35,395,119 | $35,002,306 | $0 | $7,918,146 | $80,664 | 27 | 0 |
| 2016 · Form 990 | ||||||||
| $8,863,793 | $7,740,926 | $34,636,577 | $34,038,162 | $0 | $8,223,511 | $9,856 | 25 | 0 |
| 2015 · Form 990 | ||||||||
| $8,358,837 | $8,800,487 | $32,159,799 | $31,571,521 | $0 | $7,600,321 | $14,819 | 26 | 0 |
| 2014 · Form 990 | ||||||||
| $9,930,260 | $11,283,199 | $32,969,746 | $32,661,522 | $0 | $8,209,341 | $12,566 | 28 | 0 |
| 2013 · Form 990 | ||||||||
| $10,892,824 | $11,498,226 | $33,933,303 | $33,623,451 | $0 | $10,282,796 | $98,495 | 46 | 0 |
| 2012 · Form 990 | ||||||||
| $12,977,039 | $12,308,149 | $33,136,704 | $32,696,336 | $0 | $10,119,908 | $103,493 | 41 | 0 |
| 2011 · Form 990 | ||||||||
| $12,137,752 | $13,419,387 | $33,924,011 | $32,691,613 | $0 | $10,459,582 | $96,454 | 69 | 0 |
| 2010 · Form 990 | ||||||||
| $12,929,195 | $14,006,966 | $34,758,782 | $34,151,586 | $0 | $11,099,548 | $108,302 | 57 | 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.
- LOCAL 703 IB OF T GROCERY & FOOD Downers Grove, IL · 3 people in common (Howard Murdoch, Laura Caballero, Patrick Bruno)
- BEER INDUSTRY-LOCAL UNION NO 703 HEALTH AND WELFARE FUND Tinley Park, IL · 3 people in common (Howard Murdoch, Patrick Bruno, Thomas Stiede)
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS Downers Grove, IL · 3 people in common (Howard Murdoch, Patrick Bruno, Thomas Stiede)
- TEAMSTERS LOCAL 703 LABOR-MANAGEMENT COOPERATION COMMI Downers Grove, IL · 2 people in common (Howard Murdoch, Patrick Bruno)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CHICAGO GRAPHIC ARTS HEALTH AND WELFARE FUND | IL | Not reported | $22,746,679 | $24,924,247 | TRUSTEE | $142,622 | Similar name, revenue within 2x, same state |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Similar name, revenue within 5x |
| HEALTH AND WELFARE FUND OF | NY | Not reported | $111,738 | $259,957 | Trustee | $0 | Similar name, revenue differs more than 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 · $21,308,381 spent · pay $448,753 · grants $0 · events $3,944
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,166,862 | - | - | - | 89.9% | |
| Fees: other services | $924,755 | - | - | - | 4.3% | |
| Other salaries and wages | $195,674 | - | - | - | 0.9% | |
| Fees: legal | $171,936 | - | - | - | 0.8% | |
| Office expenses | $149,978 | - | - | - | 0.7% | |
| Fees: investment management | $126,792 | - | - | - | 0.6% | |
| Information technology | $117,580 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $114,387 | - | - | - | 0.5% | |
| Fees: accounting | $81,410 | - | - | - | 0.4% | |
| Pension plan contributions | $66,347 | - | - | - | 0.3% | |
| Occupancy | $57,767 | - | - | - | 0.3% | |
| Insurance | $37,194 | - | - | - | 0.2% | |
| Other employee benefits | $37,150 | - | - | - | 0.2% | |
| Payroll taxes | $35,195 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $11,557 | - | - | - | 0.1% |
| Depreciation and depletion | $9,853 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,944 | - | - | - | 0.0% | |
| Total | $21,308,381 | 100% |
2023 · Form 990 · $20,960,142 spent · pay $464,534 · grants $0 · events $7,561
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,897,683 | - | - | - | 90.2% | |
| Fees: other services | $896,793 | - | - | - | 4.3% | |
| Other salaries and wages | $210,405 | - | - | - | 1.0% | |
| Fees: legal | $150,898 | - | - | - | 0.7% | |
| Office expenses | $136,029 | - | - | - | 0.6% | |
| Information technology | $122,713 | - | - | - | 0.6% | |
| Fees: investment management | $118,088 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $105,580 | - | - | - | 0.5% | |
| Fees: accounting | $81,976 | - | - | - | 0.4% | |
| Pension plan contributions | $69,661 | - | - | - | 0.3% | |
| Other employee benefits | $47,357 | - | - | - | 0.2% | |
| Insurance | $41,247 | - | - | - | 0.2% | |
| Payroll taxes | $31,531 | - | - | - | 0.2% | |
| Occupancy | $21,836 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $11,016 | - | - | - | 0.1% |
| Depreciation and depletion | $9,768 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $7,561 | - | - | - | 0.0% | |
| Total | $20,960,142 | 100% |
2022 · Form 990 · $20,111,470 spent · pay $492,093 · grants $0 · events $7,642
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,062,181 | - | - | - | 89.8% | |
| Fees: other services | $925,065 | - | - | - | 4.6% | |
| Other salaries and wages | $214,779 | - | - | - | 1.1% | |
| Fees: legal | $140,019 | - | - | - | 0.7% | |
| Fees: investment management | $119,853 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $118,079 | - | - | - | 0.6% | |
| Information technology | $98,669 | - | - | - | 0.5% | |
| Office expenses | $95,086 | - | - | - | 0.5% | |
| Fees: accounting | $88,485 | - | - | - | 0.4% | |
| Pension plan contributions | $77,848 | - | - | - | 0.4% | |
| Other employee benefits | $46,684 | - | - | - | 0.2% | |
| Insurance | $38,459 | - | - | - | 0.2% | |
| Payroll taxes | $34,703 | - | - | - | 0.2% | |
| Occupancy | $31,260 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $10,490 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $7,642 | - | - | - | 0.0% | |
| Depreciation and depletion | $2,168 | - | - | - | 0.0% | |
| Total | $20,111,470 | 100% |
2021 · Form 990 · $19,222,860 spent · pay $517,275 · grants $0 · events $4,276
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,119,927 | - | - | - | 89.1% | |
| Fees: other services | $902,746 | - | - | - | 4.7% | |
| Other salaries and wages | $223,678 | - | - | - | 1.2% | |
| Fees: legal | $178,319 | - | - | - | 0.9% | |
| Fees: investment management | $151,954 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $110,688 | - | - | - | 0.6% | |
| Pension plan contributions | $94,313 | - | - | - | 0.5% | |
| Information technology | $91,676 | - | - | - | 0.5% | |
| Office expenses | $84,913 | - | - | - | 0.4% | |
| Fees: accounting | $69,715 | - | - | - | 0.4% | |
| Occupancy | $54,595 | - | - | - | 0.3% | |
| Other employee benefits | $52,538 | - | - | - | 0.3% | |
| Payroll taxes | $36,058 | - | - | - | 0.2% | |
| Insurance | $35,299 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $10,286 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $4,276 | - | - | - | 0.0% | |
| Depreciation and depletion | $1,879 | - | - | - | 0.0% | |
| Total | $19,222,860 | 100% |
2020 · Form 990 · $16,629,719 spent · pay $460,692 · grants $0 · events $2,815
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,715,738 | - | - | - | 88.5% | |
| Fees: other services | $840,946 | - | - | - | 5.1% | |
| Other salaries and wages | $188,018 | - | - | - | 1.1% | |
| Fees: investment management | $136,704 | - | - | - | 0.8% | |
| Fees: legal | $117,845 | - | - | - | 0.7% | |
| Pay: officers, directors, trustees, key employees | $102,008 | - | - | - | 0.6% | |
| Office expenses | $90,457 | - | - | - | 0.5% | |
| Information technology | $88,946 | - | - | - | 0.5% | |
| Pension plan contributions | $82,699 | - | - | - | 0.5% | |
| Fees: accounting | $71,541 | - | - | - | 0.4% | |
| Occupancy | $54,333 | - | - | - | 0.3% | |
| Other employee benefits | $52,344 | - | - | - | 0.3% | |
| Insurance | $36,747 | - | - | - | 0.2% | |
| Payroll taxes | $35,623 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $9,967 | - | - | - | 0.1% |
| Depreciation and depletion | $2,988 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,815 | - | - | - | 0.0% | |
| Total | $16,629,719 | 100% |
2019 · Form 990 · $17,427,720 spent · pay $486,823 · grants $0 · events $12,358
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,346,285 | - | - | - | 88.1% | |
| Fees: other services | $865,809 | - | - | - | 5.0% | |
| Other salaries and wages | $205,019 | - | - | - | 1.2% | |
| Fees: legal | $140,448 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $129,758 | - | - | - | 0.7% | |
| Fees: investment management | $128,831 | - | - | - | 0.7% | |
| Office expenses | $119,139 | - | - | - | 0.7% | |
| Fees: accounting | $111,451 | - | - | - | 0.6% | |
| Information technology | $77,928 | - | - | - | 0.4% | |
| Pension plan contributions | $66,831 | - | - | - | 0.4% | |
| Occupancy | $53,686 | - | - | - | 0.3% | |
| Other employee benefits | $45,271 | - | - | - | 0.3% | |
| Other (as described) | TEMPORARY LABOR SERVICE | $41,203 | - | - | - | 0.2% |
| Payroll taxes | $39,944 | - | - | - | 0.2% | |
| Insurance | $35,547 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $12,358 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $4,613 | - | - | - | 0.0% |
| Depreciation and depletion | $3,599 | - | - | - | 0.0% | |
| Total | $17,427,720 | 100% |
2018 · Form 990 · $8,731,383 spent · pay $186,730 · grants $0 · events $7,264
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,417,916 | - | - | - | 85.0% | |
| Fees: other services | $442,626 | - | - | - | 5.1% | |
| Fees: legal | $156,881 | - | - | - | 1.8% | |
| Fees: investment management | $147,414 | - | - | - | 1.7% | |
| Other (as described) | TEMPORARY LABOR SERVICE | $135,934 | - | - | - | 1.6% |
| Pay: officers, directors, trustees, key employees | $75,665 | - | - | - | 0.9% | |
| Fees: accounting | $75,470 | - | - | - | 0.9% | |
| Office expenses | $49,502 | - | - | - | 0.6% | |
| Other salaries and wages | $47,980 | - | - | - | 0.5% | |
| Information technology | $45,101 | - | - | - | 0.5% | |
| Occupancy | $34,422 | - | - | - | 0.4% | |
| Pension plan contributions | $33,077 | - | - | - | 0.4% | |
| Other employee benefits | $17,059 | - | - | - | 0.2% | |
| Insurance | $15,623 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $13,398 | - | - | - | 0.2% |
| Payroll taxes | $12,949 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,264 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,102 | - | - | - | 0.0% | |
| Total | $8,731,383 | 100% |
2017 · Form 990 · $9,952,483 spent · pay $271,934 · grants $0 · events $11,368
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,541,355 | - | - | - | 85.8% | |
| Fees: other services | $511,349 | - | - | - | 5.1% | |
| Fees: legal | $193,867 | - | - | - | 1.9% | |
| Fees: investment management | $119,285 | - | - | - | 1.2% | |
| Other salaries and wages | $102,193 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $80,664 | - | - | - | 0.8% | |
| Fees: accounting | $80,087 | - | - | - | 0.8% | |
| Other (as described) | TEMPORARY LABOR SERVICE | $68,307 | - | - | - | 0.7% |
| Pension plan contributions | $47,145 | - | - | - | 0.5% | |
| Office expenses | $45,965 | - | - | - | 0.5% | |
| Occupancy | $36,607 | - | - | - | 0.4% | |
| Information technology | $34,607 | - | - | - | 0.3% | |
| Insurance | $29,161 | - | - | - | 0.3% | |
| Other employee benefits | $25,249 | - | - | - | 0.3% | |
| Payroll taxes | $16,683 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $11,368 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $4,515 | - | - | - | 0.0% |
| Depreciation and depletion | $4,076 | - | - | - | 0.0% | |
| Total | $9,952,483 | 100% |
2016 · Form 990 · $7,740,926 spent · pay $269,181 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,605,471 | - | - | - | 85.3% | |
| Fees: other services | $411,217 | - | - | - | 5.3% | |
| Other salaries and wages | $176,772 | - | - | - | 2.3% | |
| Fees: legal | $138,230 | - | - | - | 1.8% | |
| Fees: investment management | $78,807 | - | - | - | 1.0% | |
| Fees: accounting | $64,733 | - | - | - | 0.8% | |
| Information technology | $55,185 | - | - | - | 0.7% | |
| Office expenses | $44,250 | - | - | - | 0.6% | |
| Occupancy | $34,404 | - | - | - | 0.4% | |
| Other employee benefits | $33,671 | - | - | - | 0.4% | |
| Pension plan contributions | $32,983 | - | - | - | 0.4% | |
| Insurance | $24,434 | - | - | - | 0.3% | |
| Payroll taxes | $15,899 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $9,856 | - | - | - | 0.1% | |
| Depreciation and depletion | $7,605 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $4,028 | - | - | - | 0.1% |
| Travel or entertainment for public officials | $3,381 | - | - | - | 0.0% | |
| Total | $7,740,926 | 100% |
2015 · Form 990 · $8,800,487 spent · pay $328,021 · grants $0 · events $2,536
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,474,083 | - | - | - | 84.9% | |
| Fees: other services | $455,989 | - | - | - | 5.2% | |
| Other salaries and wages | $188,648 | - | - | - | 2.1% | |
| Fees: legal | $130,274 | - | - | - | 1.5% | |
| Fees: investment management | $120,892 | - | - | - | 1.4% | |
| Pension plan contributions | $72,612 | - | - | - | 0.8% | |
| Fees: accounting | $68,596 | - | - | - | 0.8% | |
| Information technology | $56,942 | - | - | - | 0.6% | |
| Occupancy | $50,640 | - | - | - | 0.6% | |
| Office expenses | $50,618 | - | - | - | 0.6% | |
| Other employee benefits | $35,238 | - | - | - | 0.4% | |
| Other (as described) | FEES MANDATED BY ACA | $25,700 | - | - | - | 0.3% |
| Insurance | $23,492 | - | - | - | 0.3% | |
| Payroll taxes | $16,704 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $14,819 | - | - | - | 0.2% | |
| Depreciation and depletion | $12,704 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,536 | - | - | - | 0.0% | |
| Total | $8,800,487 | 100% |
2014 · Form 990 · $11,283,199 spent · pay $337,915 · grants $0 · events $2,558
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,893,551 | - | - | - | 87.7% | |
| Fees: other services | $470,224 | - | - | - | 4.2% | |
| Other salaries and wages | $197,070 | - | - | - | 1.7% | |
| Fees: legal | $129,580 | - | - | - | 1.1% | |
| Other (as described) | FEES MANDATED BY ACA | $97,965 | - | - | - | 0.9% |
| Fees: investment management | $96,026 | - | - | - | 0.9% | |
| Pension plan contributions | $73,671 | - | - | - | 0.7% | |
| Fees: accounting | $62,579 | - | - | - | 0.6% | |
| Information technology | $52,532 | - | - | - | 0.5% | |
| Office expenses | $51,378 | - | - | - | 0.5% | |
| Occupancy | $50,369 | - | - | - | 0.4% | |
| Other employee benefits | $35,979 | - | - | - | 0.3% | |
| Insurance | $22,727 | - | - | - | 0.2% | |
| Payroll taxes | $18,629 | - | - | - | 0.2% | |
| Depreciation and depletion | $15,795 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $12,566 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,558 | - | - | - | 0.0% | |
| Total | $11,283,199 | 100% |
2013 · Form 990 · $11,498,226 spent · pay $333,487 · grants $0 · events $5,213
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,134,545 | - | - | - | 88.1% | |
| Fees: other services | $562,118 | - | - | - | 4.9% | |
| Other salaries and wages | $130,312 | - | - | - | 1.1% | |
| Fees: legal | $115,831 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $98,495 | - | - | - | 0.9% | |
| Fees: investment management | $78,753 | - | - | - | 0.7% | |
| Fees: accounting | $75,627 | - | - | - | 0.7% | |
| Pension plan contributions | $56,373 | - | - | - | 0.5% | |
| Office expenses | $53,408 | - | - | - | 0.5% | |
| Occupancy | $51,041 | - | - | - | 0.4% | |
| Information technology | $48,925 | - | - | - | 0.4% | |
| Other employee benefits | $27,177 | - | - | - | 0.2% | |
| Insurance | $22,935 | - | - | - | 0.2% | |
| Payroll taxes | $21,130 | - | - | - | 0.2% | |
| Depreciation and depletion | $16,343 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,213 | - | - | - | 0.0% | |
| Total | $11,498,226 | 100% |
2012 · Form 990 · $12,308,149 spent · pay $342,856 · grants $0 · events $910
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,906,264 | - | - | - | 88.6% | |
| Fees: other services | $584,810 | - | - | - | 4.8% | |
| Other salaries and wages | $135,340 | - | - | - | 1.1% | |
| Fees: legal | $117,476 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $103,493 | - | - | - | 0.8% | |
| Fees: accounting | $86,787 | - | - | - | 0.7% | |
| Fees: investment management | $79,927 | - | - | - | 0.6% | |
| Office expenses | $59,591 | - | - | - | 0.5% | |
| Pension plan contributions | $55,028 | - | - | - | 0.4% | |
| Occupancy | $47,185 | - | - | - | 0.4% | |
| Information technology | $42,347 | - | - | - | 0.3% | |
| Other employee benefits | $24,912 | - | - | - | 0.2% | |
| Insurance | $24,590 | - | - | - | 0.2% | |
| Payroll taxes | $24,083 | - | - | - | 0.2% | |
| Depreciation and depletion | $15,368 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $910 | - | - | - | 0.0% | |
| Travel | $38 | - | - | - | 0.0% | |
| Total | $12,308,149 | 100% |
2011 · Form 990 · $13,419,387 spent · pay $358,447 · grants $0 · events $2,503
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,968,051 | - | - | - | 89.2% | |
| Fees: other services | $617,957 | - | - | - | 4.6% | |
| Pay: disqualified persons | $151,281 | - | - | - | 1.1% | |
| Fees: legal | $128,394 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $96,454 | - | - | - | 0.7% | |
| Fees: investment management | $81,279 | - | - | - | 0.6% | |
| Fees: accounting | $76,511 | - | - | - | 0.6% | |
| Office expenses | $59,204 | - | - | - | 0.4% | |
| Pension plan contributions | $51,923 | - | - | - | 0.4% | |
| Occupancy | $50,735 | - | - | - | 0.4% | |
| Information technology | $39,242 | - | - | - | 0.3% | |
| Payroll taxes | $33,999 | - | - | - | 0.3% | |
| Other employee benefits | $24,790 | - | - | - | 0.2% | |
| Insurance | $23,574 | - | - | - | 0.2% | |
| Depreciation and depletion | $11,397 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,503 | - | - | - | 0.0% | |
| Travel | $2,093 | - | - | - | 0.0% | |
| Total | $13,419,387 | 100% |
2010 · Form 990 · $14,006,966 spent · pay $359,476 · grants $0 · events $7,440
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,537,781 | - | - | - | 89.5% | |
| Fees: other services | $671,408 | - | - | - | 4.8% | |
| Pay: disqualified persons | $145,338 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $108,302 | - | - | - | 0.8% | |
| Fees: legal | $96,339 | - | - | - | 0.7% | |
| Fees: accounting | $88,284 | - | - | - | 0.6% | |
| Fees: investment management | $83,977 | - | - | - | 0.6% | |
| Office expenses | $55,157 | - | - | - | 0.4% | |
| Pension plan contributions | $50,361 | - | - | - | 0.4% | |
| Occupancy | $43,279 | - | - | - | 0.3% | |
| Information technology | $34,325 | - | - | - | 0.2% | |
| Payroll taxes | $30,810 | - | - | - | 0.2% | |
| Other employee benefits | $24,665 | - | - | - | 0.2% | |
| Insurance | $20,306 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,440 | - | - | - | 0.1% | |
| Depreciation and depletion | $6,246 | - | - | - | 0.0% | |
| Travel | $2,948 | - | - | - | 0.0% | |
| Total | $14,006,966 | 100% |
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