INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD

Cite this

Plain text INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/international-brthd-of-elec-wrkrs-and-outside-cntrctrs-hlth-and-wlfr-tr-fd-362261990. Retrieved 2026-10-25.

APA furp.org. (n.d.). INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 25, 2026, from https://furp.org/org/international-brthd-of-elec-wrkrs-and-outside-cntrctrs-hlth-and-wlfr-tr-fd-362261990

MLA “INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD.” furp.org, tax years 2010–2024, https://furp.org/org/international-brthd-of-elec-wrkrs-and-outside-cntrctrs-hlth-and-wlfr-tr-fd-362261990. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $34.2M · expenses $32.4M · assets $277.7M

Also known as
CONTRACTORS HEALTH & WELFARE TRUST FUND
EIN
36-2261990
Address
7840 GRAPHICS DR STE 100, TINLEY PARK, IL 60477-6279
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
September 1954 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

10 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
william niesman Trustee2010-2024 $319,605$3,562,402 5
John C Burkard Trustee2010-2024 $279,745$3,332,705 4
John D Dowling Trustee2011-2024 $287,606$3,269,714 6
Kevin B Schuster Trustee2014-2024 $277,761$2,451,078 4
Thomas McClusky trustee2022-2024 $342,194$1,000,899 4
Joseph Notaro (former) former trustee2011-2022 $0$1,990,658 5
Rebecca Thames-Simmons (former) Fund Administrator2010-2019 $200,615$1,857,490 3
Robert W Pierson (former) Former Trustee2010-2014 $226,330$878,735 4
Teresa Jesionowski (former) Benefits Administrator2017-2019 $127,831$413,591 3
Samantha Posluszny (former) Benefits Administrator2017-2018 $145,504$285,127 2

Officers and directors, no compensation reported

14 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
John Jamicich trustee2024 2 $0 reported 5
Frank Lizzadro Trustee2010-2024 2 $0 reported 5
Matt Turk Trustee2020-2024 2 $0 reported 4
Art Burke Trustee2010-2024 2 $0 reported 4
Stephen Aldridge trustee2015-2024 2 $0 reported 4
john janicich (former) trustee2021-2023 2 $0 reported 2
Karen Erbach (former) former trustee2020-2021 2 $0 reported 5
William R Darnstadt (former) former trustee2010-2020 2 $0 reported 4
Lance Rosenmayer (former) former trustee2014-2020 2 $0 reported 5
William T Divane (former) Trustee2010-2013 2 $0 reported 2
Louie S Veneziano (former) Trustee2010-2013 2 $0 reported 2
Daniel J Divane IV (former) Trustee2010-2013 2 $0 reported 4
Gerald R Byrne (former) TRUSTEE2010 2 $0 reported 2
Paul J Kane (former) TRUSTEE2010 2 $0 reported 2

People by year

2024 · 10 people listed · 5 paid, $1.5M · 30 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
thomas mcclusky trustee2 $0$191,316$150,878 $342,1944
William Niesman Trustee2 $0$225,257$94,348 $319,6055
John D Dowling Trustee2 $0$203,318$84,288 $287,6066
John C Burkard Trustee2 $0$195,457$84,288 $279,7454
Kevin B Schuster Trustee2 $0$193,473$84,288 $277,7614
Matt Turk Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
john jamicich trustee2 $0$0$0 $05
2023 · 10 people listed · 5 paid, $1.5M · 41 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
thomas mcclusky trustee2 $0$185,692$152,026 $337,7184
William Niesman Trustee2 $0$218,868$94,746 $313,6145
John C Burkard Trustee2 $0$195,848$84,629 $280,4774
John D Dowling Trustee2 $0$185,492$84,629 $270,1216
Kevin B Schuster Trustee2 $0$183,932$84,629 $268,5614
Matt Turk Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
john janicich trustee2 $0$0$0 $02
2022 · 11 people listed · 5 paid, $1.5M · 42 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
thomas mcclusky trustee2 $0$192,332$128,655 $320,9874
William Niesman Trustee2 $0$224,523$94,619 $319,1425
John D Dowling Trustee2 $0$204,217$84,504 $288,7216
John C Burkard Trustee2 $0$199,737$84,504 $284,2414
Kevin B Schuster Trustee2 $0$189,707$84,504 $274,2114
Matt Turk Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
joseph notaro former trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
john janicich trustee2 $0$0$0 $02
2021 · 11 people listed · 5 paid, $1.4M · 34 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$224,523$94,619 $319,1425
John C Burkard Trustee2 $0$210,412$84,504 $294,9164
John D Dowling Trustee2 $0$191,460$84,504 $275,9646
Kevin B Schuster Trustee2 $0$189,707$84,504 $274,2114
joseph notaro trustee2 $0$183,809$84,504 $268,3135
Matt Turk Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Karen Erbach former trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
john janicich trustee2 $0$0$0 $02
2020 · 12 people listed · 5 paid, $1.2M · 33 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$185,476$90,633 $276,1095
John C Burkard Trustee2 $0$164,073$80,938 $245,0114
John D Dowling Trustee2 $0$162,359$80,938 $243,2976
Kevin B Schuster Trustee2 $0$160,822$80,938 $241,7604
joseph notaro trustee2 $0$160,711$80,938 $241,6495
Matt Turk Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Karen Erbach Trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
william darnstadt former trustee2 $0$0$0 $04
lance rosenmayer former trustee2 $0$0$0 $05
2019 · 12 people listed · 7 paid, $1.6M · 51 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$177,593$84,879 $262,4725
John C Burkard Trustee2 $0$181,545$75,813 $257,3584
John D Dowling Trustee2 $0$165,739$75,813 $241,5526
joseph notaro trustee2 $0$163,580$75,813 $239,3935
Kevin B Schuster Trustee2 $0$162,170$75,813 $237,9834
Rebecca Thames-Simmons Fund Administrator13 $183,390$0$17,225 $200,6153
Teresa Jesionowski Benefits Administrator8 $110,606$0$17,225 $127,8313
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Lance Rosenmayer Trustee2 $0$0$0 $05
stephen aldridge trustee2 $0$0$0 $04
2018 · 11 people listed · 7 paid, $1.5M · 46 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$173,314$78,976 $252,2905
John C Burkard Trustee2 $0$163,512$70,556 $234,0684
Kevin B Schuster Trustee2 $0$162,426$70,556 $232,9824
John D Dowling Trustee2 $0$162,115$70,556 $232,6716
Rebecca Thames-Simmons Fund Administrator13 $184,694$0$38,784 $223,4783
Teresa Jesionowski Benefits Administrator8 $106,720$0$38,784 $145,5043
Samantha Posluszny Benefits Administrator31 $106,720$0$38,784 $145,5042
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Lance Rosenmayer Trustee2 $0$0$0 $05
2017 · 11 people listed · 7 paid, $1.4M · 38 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$167,901$74,878 $242,7795
Kevin B Schuster Trustee2 $0$156,526$66,903 $223,4294
John C Burkard Trustee2 $0$156,317$66,903 $223,2204
John D Dowling Trustee2 $0$154,847$66,903 $221,7506
Rebecca Thames-Simmons Fund Administrator13 $174,369$0$34,012 $208,3813
Teresa Jesionowski Benefits Administrator8 $106,244$0$34,012 $140,2563
Samantha Posluszny Benefits Administrator31 $105,611$0$34,012 $139,6232
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Lance Rosenmayer Trustee2 $0$0$0 $05
2016 · 11 people listed · 6 paid, $1.4M · 36 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Joseph Notaro Trustee2 $0$154,884$92,104 $246,9885
William Niesman Trustee2 $0$173,545$71,166 $244,7115
John C Burkard Trustee2 $0$163,002$64,104 $227,1064
John D Dowling Trustee2 $0$159,421$64,104 $223,5256
Rebecca Thames-Simmons Administrator10 $187,033$0$34,225 $221,2583
Kevin B Schuster Trustee2 $0$151,982$58,108 $210,0904
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Lance Rosenmayer Trustee2 $0$0$0 $05
STEPHEN ALDRIDGE Trustee2 $0$0$0 $04
2015 · 11 people listed · 6 paid, $1.3M · 30 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Niesman Trustee2 $0$149,366$63,563 $212,9295
John C Burkard Trustee2 $0$146,805$63,563 $210,3684
John D Dowling Trustee2 $0$146,650$63,563 $210,2136
Joseph Notaro Trustee2 $0$146,542$63,563 $210,1055
Kevin B Schuster Trustee2 $0$151,982$58,108 $210,0904
Rebecca Thames-Simmons Administrator10 $168,065$0$33,011 $201,0763
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Lance Rosenmayer Trustee2 $0$0$0 $05
STEPHEN ALDRIDGE Trustee2 $0$0$0 $04
2014 · 11 people listed · 6 paid, $1.2M · 42 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert W Pierson Former Trustee2 $0$157,205$69,125 $226,3304
William Niesman Trustee2 $0$145,069$61,677 $206,7465
Joseph Notaro Trustee2 $0$143,509$61,677 $205,1865
John D Dowling Trustee2 $0$142,260$61,677 $203,9376
John C Burkard Trustee2 $0$140,107$61,677 $201,7844
Rebecca Thames-Simmons Administrator10 $169,404$0$0 $169,4043
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Kevin B Schuster Trustee2 $0$0$0 $04
Lance Rosenmayer Trustee2 $0$0$0 $05
2013 · 12 people listed · 6 paid, $1.2M · 28 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert W Pierson Trustee2 $0$152,098$67,039 $219,1374
John C Burkard Trustee2 $0$139,373$62,761 $202,1344
JOHN D DOWLING Trustee2 $0$141,274$59,171 $200,4456
William Niesman Trustee2 $0$139,643$59,171 $198,8145
JOSEPH NOTARO Trustee2 $0$137,411$56,419 $193,8305
Rebecca Thames-Simmons Administrator10 $159,385$0$0 $159,3853
William T Divane Trustee2 $0$0$0 $02
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Louie S Veneziano Trustee2 $0$0$0 $02
Daniel J Divane IV Trustee2 $0$0$0 $04
2012 · 12 people listed · 6 paid, $1.1M · 4 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert W Pierson Trustee2 $0$148,855$66,331 $215,1864
JOHN D DOWLING Trustee2 $0$136,093$59,256 $195,3496
William Niesman Trustee2 $0$134,709$59,256 $193,9655
John C Burkard Trustee2 $0$134,210$59,256 $193,4664
JOSEPH NOTARO Trustee2 $0$138,729$54,200 $192,9295
Rebecca Thames-Simmons Administrator10 $158,918$0$0 $158,9183
William T Divane Trustee2 $0$0$0 $02
William R Darnstadt Trustee2 $0$0$0 $04
Art Burke Trustee2 $0$0$0 $04
Frank Lizzadro Trustee2 $0$0$0 $05
Louie S Veneziano Trustee2 $0$0$0 $02
Daniel J Divane IV Trustee2 $0$0$0 $04
2011 · 12 people listed · 6 paid, $1.2M · 4 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT W PIERSON TRUSTEE2 $0$152,757$65,325 $218,0824
WILLIAM NIESMAN TRUSTEE2 $0$141,730$58,354 $200,0845
JOHN C BURKARD TRUSTEE2 $0$140,457$58,354 $198,8114
JOSEPH NOTARO TRUSTEE2 $0$150,319$41,946 $192,2655
JOHN D DOWLING TRUSTEE2 $0$126,144$48,419 $174,5636
REBECCA THAMES-SIMMONS ADMINISTRATOR10 $144,268$0$26,439 $170,7073
WILLIAM T DIVANE TRUSTEE2 $0$0$0 $02
WILLIAM R DARNSTADT TRUSTEE2 $0$0$0 $04
ART BURKE TRUSTEE2 $0$0$0 $04
FRANK LIZZADRO TRUSTEE2 $0$0$0 $05
LOUIE S VENEZIANO TRUSTEE2 $0$0$0 $02
DANIEL J DIVANE IV TRUSTEE2 $0$0$0 $04
2010 · 12 people listed · 1 paid, $144K · 31 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA THAMES-SIMMONS ADMINISTRATOR12 $144,268$0$0 $144,2683
WILLIAM T DIVANE TRUSTEE2 $0$0$0 $02
ROBERT W PIERSON TRUSTEE2 $0$0$0 $04
WILLIAM R DARNSTADT TRUSTEE2 $0$0$0 $04
JOHN C BURKARD TRUSTEE2 $0$0$0 $04
ART BURKE TRUSTEE2 $0$0$0 $04
FRANK LIZZADRO TRUSTEE2 $0$0$0 $05
GERALD R BYRNE TRUSTEE2 $0$0$0 $02
PAUL J KANE TRUSTEE2 $0$0$0 $02
WILLIAM NIESMAN TRUSTEE2 $0$0$0 $05
LOUIE S VENEZIANO TRUSTEE2 $0$0$0 $02
DANIEL J DIVANE IV TRUSTEE2 $0$0$0 $04

Highest-paid independent contractors

2024 · 4 contractors · $1.8M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO network provider$774,957
BENESYS INCPEWAUKEE, WIPlan administrator$560,529
CASE MANAGEMENT SPECIALISTSHARTLAND, WIClaims management$246,757
INVESCO ADVISORSATLANTA, GAinvestment management$196,151
2023 · 5 contractors · $1.9M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILPPO network provider$868,414
BENESYS INCPEWAUKEE, WIPlan administrator$455,068
CASE MANAGEMENT SPECIALISTSHARTLAND, WIClaims management$193,904
CALIBRE CPA GROUP PLLCCHICAGO, ILAccountant$182,300
INVESCO ADVISORSATLANTA, GAinvestment management$153,639
2022 · 5 contractors · $1.5M
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILPPO network provider$721,040
benesys incpewaukee, WIPlan administrator$326,950
Case Mgmt SpecialistsHartland, WIClaims management$177,169
calibre cpa group pllcchicago, ILaccountant$174,197
invesco advisorsatlanta, GAinvestment management$131,027
2021 · 5 contractors · $985K
NameLocationServicePaid
benesys incpewaukee, WIPlan administrator$327,614
calibre cpa group pllcchicago, ILaccountant$215,197
Blue Cross Blue ShieldChicago, ILPPO network provider$190,315
Case Mgmt SpecialistsHartland, WIClaims management$139,672
invesco advisorsatlanta, GAinvestment management$112,488
2020 · 5 contractors · $988K
NameLocationServicePaid
benesys incpewaukee, WIPlan administrator$247,075
Basys IncBaltimore, MDIT software services$242,469
Blue Cross Blue ShieldChicago, ILPPO network provider$200,577
Case Mgmt SpecialistsHartland, WIClaims management$162,078
Segal ConsultingNew York, NYConsulting services$136,091
2019 · 5 contractors · $1.2M
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILPPO network provider$427,031
Carday and AssociatesColumbia, MDClaims administrator$240,836
Basys IncBaltimore, MDIT software services$235,762
Calibre CPA Group PLLCChicago, ILAuditing and payroll audits$135,646
Segal ConsultingNew York, NYConsulting services$114,608
2018 · 5 contractors · $1.3M
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILPPO network provider$530,214
Basys IncBaltimore, MDIT software services$296,469
Carday and AssociatesColumbia, MDClaims administrator$226,124
Calibre CPA Group PLLCChicago, ILAuditing and payroll audits$143,984
Segal ConsultingNew York, NYConsulting services$116,257
2017 · 5 contractors · $1.3M
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILPPO network provider$563,758
Carday and AssociatesColumbia, MDClaims administrator$274,210
Calibre CPA Group PLLCChicago, ILAuditing and payroll audits$178,920
Basys IncBaltimore, MDIT software services$155,147
Segal ConsultingNew York, NYConsulting services$124,132
2016 · 3 contractors · $644K
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILClaims Administrator$278,984
Carday and AssociatesColumbia, MDThird Party Administrator$262,351
Segal ConsultingChicago, ILConsulting services$103,077
2015 · 2 contractors · $476K
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILClaims Administrator$256,954
Carday and AssociatesColumbia, MDThird Party Administrator$218,650
2014 · 3 contractors · $599K
NameLocationServicePaid
Blue Cross Blue ShieldChicago, ILClaims Administrator$220,730
Carday and AssociatesColumbia, MDThird Party Administrator$196,389
The Segal CompanyChicago, ILActuarial$182,299
2013 · 2 contractors · $361K
NameLocationServicePaid
Sav-Rx Presciption ServicesContract Administration$194,711
The Segal CompanyActuarial$166,490
2012 · 3 contractors · $1.7M
NameLocationServicePaid
Sav-Rx Presciption ServicesFreemont, NEContract Administration$1,438,919
Carday Associates IncColumbia, MDContract Administration$177,535
The Segal CompanyChicago, ILActuarial$123,882
2011 · 2 contractors · $1.0M
NameLocationServicePaid
SAV-RX PRESCIPTION SERVICESFREEMONT, NECONTRACT ADMINISTRATION$884,084
CARDAY ASSOCIATES INCCOLUMBIA, MDCONTRACT ADMINISTRATION$159,760

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 2025-10-31 · view filing · original 990 ↗
$34,212,161$32,360,771 $277,699,828$275,220,567 $0$28,915,271 $0300
2023 · Form 990 period ending 2024-10-31 · view filing · original 990 ↗
$31,014,590$32,016,579 $255,055,289$253,309,161 $0$28,555,692 $0410
2022 · Form 990 period ending 2023-10-31 · view filing · original 990 ↗
$28,197,696$29,331,614 $223,187,688$221,292,882 $0$31,945,333 $0420
2021 · Form 990 period ending 2022-10-31 · view filing · original 990 ↗
$34,269,419$28,735,114 $213,814,236$211,651,401 $0$32,581,290 $0340
2020 · Form 990 period ending 2021-10-31 · view filing · original 990 ↗
$36,729,981$25,761,405 $232,308,687$230,065,252 $0$32,252,612 $0330
2019 · Form 990 period ending 2020-10-31 · view filing · original 990 ↗
$38,849,511$22,943,924 $195,730,890$192,826,551 $0$33,596,821 $293,996510
2018 · Form 990 period ending 2019-10-31 · view filing · original 990 ↗
$39,600,509$21,215,317 $174,578,758$173,865,548 $0$29,997,520 $398,134460
2017 · Form 990 period ending 2018-10-31 · view filing · original 990 ↗
$27,970,750$20,684,059 $152,756,703$150,703,073 $0$26,632,239 $386,224380
2016 · Form 990 period ending 2017-10-31 · view filing · original 990 ↗
$31,606,310$20,851,939 $144,549,166$141,853,255 $0$29,937,668 $175,077360
2015 · Form 990 period ending 2016-10-31 · view filing · original 990 ↗
$31,085,158$15,996,859 $125,022,906$123,204,072 $0$30,721,595 $183,873300
2014 · Form 990 period ending 2015-10-31 · view filing · original 990 ↗
$31,774,006$14,890,128 $106,334,498$105,394,093 $0$29,237,631 $165,340420
2013 · Form 990 period ending 2014-10-31 · view filing · original 990 ↗
$26,426,372$14,278,970 $90,032,692$89,493,010 $0$22,696,657 $159,385280
2012 · Form 990 period ending 2013-10-31 · view filing · original 990 ↗
$21,614,192$13,353,696 $80,112,808$77,033,092 $0$19,991,494 $159,38540
2011 · Form 990 period ending 2012-10-31 · view filing · original 990 ↗
$19,337,214$12,611,684 $67,026,234$66,742,980 $0$17,830,547 $175,53240
2010 · Form 990 period ending 2011-10-31 · view filing · original 990 ↗
$17,628,126$13,188,602 $58,651,451$58,605,376 $0$16,425,205 $144,268310

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).

Similar organizations

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 · $32,360,771 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $30,422,321--- 94.0%
Fees: management $720,927--- 2.2%
Fees: investment management $701,983--- 2.2%
Fees: accounting $179,464--- 0.6%
Office expenses $144,420--- 0.4%
Fees: other services $106,770--- 0.3%
Fees: legal $40,620--- 0.1%
Insurance $21,240--- 0.1%
Information technology $20,142--- 0.1%
Depreciation and depletion $2,884--- 0.0%
Total$32,360,771100%

View the filing

2023 · Form 990 · $32,016,579 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $29,873,444--- 93.3%
Fees: management $866,213--- 2.7%
Fees: investment management $737,850--- 2.3%
Fees: accounting $171,985--- 0.5%
Office expenses $137,695--- 0.4%
Fees: other services $124,224--- 0.4%
Fees: legal $53,570--- 0.2%
Insurance $17,921--- 0.1%
Information technology $17,253--- 0.1%
Depreciation and depletion $16,424--- 0.1%
Total$32,016,579100%

View the filing

2022 · Form 990 · $29,331,614 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $27,734,201--- 94.6%
Fees: management $606,254--- 2.1%
Fees: investment management $497,963--- 1.7%
Fees: accounting $173,885--- 0.6%
Office expenses $112,355--- 0.4%
Fees: other services $104,372--- 0.4%
Fees: legal $52,864--- 0.2%
Depreciation and depletion $24,978--- 0.1%
Insurance $20,252--- 0.1%
Information technology $4,490--- 0.0%
Total$29,331,614100%

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2021 · Form 990 · $28,735,114 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $27,258,329--- 94.9%
Fees: investment management $508,642--- 1.8%
Fees: management $494,489--- 1.7%
Fees: accounting $167,632--- 0.6%
Office expenses $108,759--- 0.4%
Fees: other services $85,185--- 0.3%
Depreciation and depletion $35,605--- 0.1%
Fees: legal $30,414--- 0.1%
Insurance $25,093--- 0.1%
Information technology $17,372--- 0.1%
Occupancy $3,594--- 0.0%
Total$28,735,114100%

View the filing

2020 · Form 990 · $25,761,405 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $24,093,428--- 93.5%
Fees: management $614,554--- 2.4%
Fees: investment management $446,678--- 1.7%
Fees: accounting $191,665--- 0.7%
Office expenses $135,452--- 0.5%
Fees: other services $94,091--- 0.4%
Occupancy $73,281--- 0.3%
Depreciation and depletion $42,456--- 0.2%
Fees: legal $28,756--- 0.1%
Insurance $23,630--- 0.1%
Information technology $17,414--- 0.1%
Total$25,761,405100%

View the filing

2019 · Form 990 · $22,943,924 spent · pay $260,673 · grants $0 · events $2,132
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $21,325,476--- 92.9%
Information technology $310,272--- 1.4%
Fees: investment management $262,488--- 1.1%
Fees: management $217,650--- 0.9%
Other salaries and wages $204,667--- 0.9%
Fees: other services $135,573--- 0.6%
Fees: accounting $120,516--- 0.5%
Office expenses $86,982--- 0.4%
Insurance $73,807--- 0.3%
Occupancy $72,729--- 0.3%
Depreciation and depletion $40,529--- 0.2%
Fees: legal $35,097--- 0.2%
Payroll taxes $27,088--- 0.1%
Pension plan contributions $26,334--- 0.1%
Other employee benefits $2,584--- 0.0%
Conferences, conventions and meetings $2,132--- 0.0%
Total$22,943,924100%

View the filing

2018 · Form 990 · $21,215,317 spent · pay $658,143 · grants $0 · events $18,268
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $19,053,266--- 89.8%
Other salaries and wages $473,438--- 2.2%
Fees: investment management $311,988--- 1.5%
Information technology $272,637--- 1.3%
Fees: management $240,310--- 1.1%
Fees: accounting $136,774--- 0.6%
Pension plan contributions $131,371--- 0.6%
Fees: other services $130,204--- 0.6%
Occupancy $109,242--- 0.5%
Office expenses $96,732--- 0.5%
Insurance $82,903--- 0.4%
Depreciation and depletion $73,471--- 0.3%
Payroll taxes $49,510--- 0.2%
Fees: legal $30,714--- 0.1%
Conferences, conventions and meetings $18,268--- 0.1%
Other employee benefits $3,824--- 0.0%
Other (as described)REPAIRS AND MAINTENANCE $665--- 0.0%
Total$21,215,317100%

View the filing

2017 · Form 990 · $20,684,059 spent · pay $646,251 · grants $0 · events $25,565
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $18,684,080--- 90.3%
Other salaries and wages $467,631--- 2.3%
Fees: investment management $253,132--- 1.2%
Fees: management $229,917--- 1.1%
Information technology $212,829--- 1.0%
Office expenses $132,371--- 0.6%
Pension plan contributions $127,827--- 0.6%
Fees: accounting $125,933--- 0.6%
Fees: other services $121,934--- 0.6%
Occupancy $78,534--- 0.4%
Insurance $72,260--- 0.3%
Depreciation and depletion $68,799--- 0.3%
Fees: legal $32,454--- 0.2%
Payroll taxes $28,541--- 0.1%
Conferences, conventions and meetings $25,565--- 0.1%
Other employee benefits $22,252--- 0.1%
Total$20,684,059100%

View the filing

2016 · Form 990 · $20,851,939 spent · pay $637,689 · grants $0 · events $18,738
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $18,885,454--- 90.6%
Fees: other services $340,565--- 1.6%
Other salaries and wages $282,123--- 1.4%
Other (as described)Claims processing fees $275,449--- 1.3%
Information technology $187,530--- 0.9%
Pay: officers, directors, trustees, key employees $175,077--- 0.8%
Insurance $168,566--- 0.8%
Pension plan contributions $143,195--- 0.7%
Fees: investment management $134,477--- 0.6%
Office expenses $79,650--- 0.4%
Occupancy $62,054--- 0.3%
Depreciation and depletion $61,693--- 0.3%
Payroll taxes $37,294--- 0.2%
Conferences, conventions and meetings $18,738--- 0.1%
Other (as described)Reimbursable Expense $74--- 0.0%
Total$20,851,939100%

View the filing

2015 · Form 990 · $15,996,859 spent · pay $595,255 · grants $0 · events $11,583
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $14,256,250--- 89.1%
Fees: other services $272,725--- 1.7%
Other (as described)Claims processing fees $258,319--- 1.6%
Other salaries and wages $255,911--- 1.6%
Pay: officers, directors, trustees, key employees $183,873--- 1.1%
Information technology $180,224--- 1.1%
Fees: investment management $167,544--- 1.0%
Pension plan contributions $114,490--- 0.7%
Office expenses $87,211--- 0.5%
Depreciation and depletion $67,388--- 0.4%
Occupancy $66,017--- 0.4%
Insurance $31,743--- 0.2%
Payroll taxes $29,639--- 0.2%
Conferences, conventions and meetings $11,583--- 0.1%
Other employee benefits $11,342--- 0.1%
Other (as described)Loss on disposal of ass $2,441--- 0.0%
Other (as described)Repairs and maintenance $159--- 0.0%
Total$15,996,859100%

View the filing

2014 · Form 990 · $14,890,128 spent · pay $548,968 · grants $0 · events $14,739
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,101,194--- 88.0%
Other salaries and wages $256,351--- 1.7%
Other (as described)Claims processing fees $239,124--- 1.6%
Fees: investment management $226,181--- 1.5%
Fees: other services $211,893--- 1.4%
Information technology $166,337--- 1.1%
Pay: officers, directors, trustees, key employees $165,340--- 1.1%
Insurance $142,643--- 1.0%
Office expenses $99,796--- 0.7%
Pension plan contributions $91,998--- 0.6%
Depreciation and depletion $77,583--- 0.5%
Occupancy $51,676--- 0.3%
Payroll taxes $28,993--- 0.2%
Conferences, conventions and meetings $14,739--- 0.1%
Other (as described)Loss on disposal of ass $9,671--- 0.1%
Other employee benefits $6,286--- 0.0%
Other (as described)Repairs and maintenance $323--- 0.0%
Total$14,890,128100%

View the filing

2013 · Form 990 · $14,278,970 spent · pay $533,060 · grants $0 · events $9,768
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $12,561,787--- 88.0%
Fees: other services $286,767--- 2.0%
Other salaries and wages $248,282--- 1.7%
Insurance $207,303--- 1.5%
Fees: investment management $196,782--- 1.4%
Other (as described)Claims processing fees $194,771--- 1.4%
Pay: officers, directors, trustees, key employees $159,385--- 1.1%
Information technology $110,446--- 0.8%
Pension plan contributions $97,595--- 0.7%
Office expenses $73,064--- 0.5%
Occupancy $55,057--- 0.4%
Depreciation and depletion $49,125--- 0.3%
Payroll taxes $27,798--- 0.2%
Conferences, conventions and meetings $9,768--- 0.1%
Other (as described)Repairs and maintenance $583--- 0.0%
Travel $457--- 0.0%
Total$14,278,970100%

View the filing

2012 · Form 990 · $13,353,696 spent · pay $528,387 · grants $0 · events $16,450
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,954,630--- 89.5%
Other salaries and wages $237,025--- 1.8%
Other (as described)Claims processing fees $177,535--- 1.3%
Pay: officers, directors, trustees, key employees $159,385--- 1.2%
Fees: other services $124,690--- 0.9%
Information technology $122,609--- 0.9%
Fees: investment management $110,202--- 0.8%
Office expenses $95,267--- 0.7%
Fees: accounting $93,878--- 0.7%
Pension plan contributions $88,578--- 0.7%
Depreciation and depletion $40,017--- 0.3%
Payroll taxes $37,508--- 0.3%
Fees: legal $33,696--- 0.3%
Occupancy $32,203--- 0.2%
Conferences, conventions and meetings $16,450--- 0.1%
Insurance $15,967--- 0.1%
Travel $6,842--- 0.1%
Other employee benefits $5,891--- 0.0%
Other (as described)Repairs and maintenance $1,020--- 0.0%
Other (as described)Loss on disposal of ass $303--- 0.0%
Total$13,353,696100%

View the filing

2011 · Form 990 · $12,611,684 spent · pay $487,367 · grants $0 · events $8,416
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,377,281--- 90.2%
Other salaries and wages $222,110--- 1.8%
Pay: officers, directors, trustees, key employees $175,532--- 1.4%
Other (as described)CLAIMS PROCESSING FEES $154,765--- 1.2%
Fees: accounting $105,683--- 0.8%
Information technology $104,400--- 0.8%
Fees: other services $101,171--- 0.8%
Fees: investment management $77,684--- 0.6%
Office expenses $76,114--- 0.6%
Other employee benefits $59,884--- 0.5%
Depreciation and depletion $45,740--- 0.4%
Occupancy $30,363--- 0.2%
Payroll taxes $25,752--- 0.2%
Fees: legal $24,588--- 0.2%
Insurance $14,767--- 0.1%
Conferences, conventions and meetings $8,416--- 0.1%
Pension plan contributions $4,089--- 0.0%
Travel $3,345--- 0.0%
Total$12,611,684100%

View the filing

2010 · Form 990 · $13,188,602 spent · pay $278,583 · grants $0 · events $14,551
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,973,190--- 90.8%
Payments to affiliates $194,318--- 1.5%
Other (as described)CLAIMS PROCESSING FEES $159,418--- 1.2%
Pay: officers, directors, trustees, key employees $144,268--- 1.1%
Information technology $127,721--- 1.0%
Fees: accounting $100,658--- 0.8%
Pension plan contributions $79,907--- 0.6%
Office expenses $76,550--- 0.6%
Fees: other services $65,729--- 0.5%
Fees: investment management $63,518--- 0.5%
Other salaries and wages $48,967--- 0.4%
Depreciation and depletion $47,402--- 0.4%
Occupancy $38,526--- 0.3%
Fees: legal $33,704--- 0.3%
Insurance $14,734--- 0.1%
Conferences, conventions and meetings $14,551--- 0.1%
Other employee benefits $5,441--- 0.0%
Total$13,188,602100%

View the filing

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