EXELON CORPORATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES
Cite this
Plain text EXELON CORPORATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/exelon-corporation-employees-benefit-trust-for-union-employees-363978080. Retrieved 2026-10-28.
APA furp.org. (n.d.). EXELON CORPORATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 28, 2026, from https://furp.org/org/exelon-corporation-employees-benefit-trust-for-union-employees-363978080
MLA “EXELON CORPORATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES.” furp.org, tax years 2011–2024, https://furp.org/org/exelon-corporation-employees-benefit-trust-for-union-employees-363978080. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $36.4M · expenses $59.2M · assets $709.2M
- Also known as
- FOR UNION EMPLOYEES
- EIN
- 36-3978080
- Address
- 10 SOUTH DEARBORN 53RD FLOOR, CHICAGO, IL 60603-2398
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- March 1996 (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
THE CORPORATION HAS CREATED THIS 501(C)(9) TAX-EXEMPT TRUST OF A VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION (VEBA). THE FUNDAMENTAL PURPOSE OF THE ASSOCIATION IS TO PROVIDE HEALTH BENEFITS TO RETIRED ELIGIBLE UNION EMPLOYEES OF THE CORPORATION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
1 person 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 |
|---|---|---|---|---|---|
| The Northern Trust Company Institution | INSTITUTIONAL TRUSTEE | 2011-2024 | $37,713 | $1,902,351 | 544 |
People by year
2024 · 1 person listed · 1 paid, $38K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $37,713 | $0 | $0 | $37,713 | 544 |
2023 · 1 person listed · 1 paid, $89K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $89,237 | $0 | $0 | $89,237 | 544 |
2022 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $198,259 | $0 | $0 | $198,259 | 544 |
2021 · 1 person listed · 1 paid, $149K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $148,868 | $0 | $0 | $148,868 | 544 |
2020 · 1 person listed · 1 paid, $175K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $174,812 | $0 | $0 | $174,812 | 544 |
2019 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $150,453 | $0 | $0 | $150,453 | 544 |
2018 · 1 person listed · 1 paid, $145K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $145,395 | $0 | $0 | $145,395 | 544 |
2017 · 1 person listed · 1 paid, $163K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $163,199 | $0 | $0 | $163,199 | 544 |
2016 · 1 person listed · 1 paid, $231K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $230,962 | $0 | $0 | $230,962 | 544 |
2015 · 1 person listed · 1 paid, $169K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $168,845 | $0 | $0 | $168,845 | 544 |
2013 · 1 person listed · 1 paid, $161K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $160,968 | $0 | $0 | $160,968 | 544 |
2012 · 1 person listed · 1 paid, $143K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $142,850 | $0 | $0 | $142,850 | 544 |
2011 · 1 person listed · 1 paid, $91K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY Institution | INSTITUTIONAL TRUSTEE | 1 | $90,790 | $0 | $0 | $90,790 | 544 |
Highest-paid independent contractors
2024 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $552,784 |
| EXELON BUSINESS SERVICES COMPANY | CHICAGO, IL | ADMINISTRATOR | $301,350 |
| LSV ASSET MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGEMENT | $191,040 |
| ACADIAN ASSET MANAGEMENT LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $163,013 |
| SEGALL BRYANT & HAMILL INV COUNSEL | CHICAGO, IL | INVESTMENT MANAGEMENT | $127,310 |
2023 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $589,110 |
| EXELON BUSINESS SERVICES COMPANY | CHICAGO, IL | ADMINISTRATOR | $286,980 |
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $225,148 |
| MORGAN STANLEY INVESTMENT MGMT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $201,004 |
| SEGALL BRYANT & HAMILL INV COUNSEL | CHICAGO, IL | INVESTMENT MANAGEMENT | $159,546 |
2022 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $535,666 |
| EXELON BUSINESS SERVICE COMPANY | CHICAGO, IL | ADMINISTRATOR | $218,110 |
| SEGALL BRYANT & HAMILL INV COUNSEL | CHICAGO, IL | INVESTMENT MANAGEMENT | $173,412 |
| ARIEL CAPITAL MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MANAGEMENT | $113,970 |
| BLACKROCK FINANCIAL MANAGMENT | CHICAGO, IL | INVESTMENT MANAGEMENT | $104,290 |
2021 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CAMDEN ASSET MANAGEMENT LP | LOS ANGELES, CA | INVESTMENT MANAGEMENT | $896,900 |
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $871,531 |
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $613,396 |
| MORGAN STANLEY INVESTMENT MGMT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $360,377 |
| SEGALL BRYANT & HAMILL INV COUNSEL | CHICAGO, IL | INVESTMENT MANAGEMENT | $291,448 |
2020 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| CAMDEN ASSET MANAGEMENT LP | LOS ANGELES, CA | INVESTMENT MANAGEMENT | $1,124,352 |
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $824,888 |
| BLACKROCK INSTITUTIONAL TRUST COMPANY N | NEW YORK, NY | INVESTMENT MANAGEMENT | $558,160 |
| MORGAN STANLEY INVESTMENT MGMT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $384,019 |
| EXELON BUSINESS SERVICES COMPANY | CHICAGO, IL | ADMINISTRATOR | $250,652 |
2019 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,157,107 |
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | RECORD KEEPING | $905,095 |
| MORGAN STANLEY INVESTMENT MGMT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $465,742 |
| EXELON BUSINESS SERVICES COMPANY | CHICAGO, IL | ADMINISTRATOR | $221,840 |
| ACADIAN ASSET MANAGEMENT LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $156,577 |
2018 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,015,489 |
| ALIGHT SOLUTIONS LLC | LINCOLNSHIRE, IL | BENEFIT ADMINISTRATION | $925,044 |
| MORGAN STANLEY INVESTMENT MGMT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $476,443 |
| EXELON BUSINESS SERVICES COMPANY | CHICAGO, IL | BUSINESS SUPPORT SERVICES | $200,294 |
| AMERICAN SPECIALTY HEALTH MANAGEMENT INC | CARMEL, IN | HEALTH CARE MANAGEMENT | $187,786 |
2017 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALIGHT | LINCOLNSHIRE, IL | BENEFIT ADMINISTRATION | $915,145 |
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $853,662 |
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT MANAGEMENT | $482,126 |
| AMERICAN SPECIALTY HEALTH MANAGEMENT INC | CARMEL, IN | HEALTH CARE MANAGEMENT | $175,497 |
| NORTHERN TRUST | CHICAGO, IL | INVESTMENT MANAGEMENT | $163,199 |
2016 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| AON | SOUTHFIELD, MI | RECORDKEEPER | $673,091 |
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT MANAGEMENT | $473,147 |
| HEALTHYROADS INC | SAN DIEGO, CA | HEALTH PROGRAM | $202,579 |
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $196,333 |
| INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH, FL | INVESTMENT MANAGEMENT | $185,194 |
2015 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| AON | SOUTHFIELD, MI | RECORDKEEPER | $738,754 |
| MORGAN STANLEY | NEW YORK, NY | INVESTMENT MANAGEMENT | $458,826 |
| TOWERS PERRIN | CHICAGO, IL | ACTUARIAL SERVICES | $334,278 |
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $328,819 |
| ACADIAN ASSET MANAGEMENT LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $173,235 |
2013 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| AON | RECORDKEEPER | $811,148 | |
| BLACKROCK FINANCIAL MANAGEMENT | INVESTMENT MANAGEMENT | $354,884 | |
| MORGAN STANLEY | INVESTMENT MANAGEMENT | $307,111 | |
| ROBECO | INVESTMENT MANAGEMENT | $284,146 | |
| INTECH | INVESTMENT MANAGEMENT | $210,021 |
2012 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGEMENT | $369,735 |
| MORGAN STANLEY INVESTMENT MGNT LTD | NEW YORK, NY | INVESTMENT MANAGEMENT | $319,538 |
| INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH, FL | INVESTMENT MANAGEMENT | $216,342 |
| HOLLAND CAPITAL MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MANAGEMENT | $143,533 |
| ACADIAN ASSET MANAGEMENT LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $117,960 |
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 | ||||||||
| $36,402,093 | $59,210,196 | $709,236,121 | $702,568,925 | $0 | $7,503,672 | $37,713 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $25,377,440 | $56,322,294 | $706,656,097 | $700,887,788 | $0 | $7,561,611 | $89,237 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $13,628,461 | $53,267,174 | $711,105,979 | $697,799,404 | $0 | $9,837,086 | $198,259 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| -$13,082,698 | $84,964,262 | $1,320,710,962 | $1,293,270,131 | $0 | $11,714,773 | $148,868 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $27,807,580 | $82,057,411 | $1,271,321,160 | $1,252,353,844 | $0 | $11,685,483 | $174,812 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| -$16,173,599 | $79,117,200 | $1,222,823,077 | $1,220,314,054 | $0 | $11,308,742 | $150,453 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $26,297,116 | $77,868,310 | $1,146,884,124 | $1,130,437,945 | $0 | $10,823,196 | $145,395 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $11,223,546 | $73,980,671 | $1,242,513,461 | $1,234,908,886 | $0 | $9,549,630 | $163,199 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $42,062,593 | $71,846,443 | $1,145,476,280 | $1,141,245,767 | $0 | $9,806,411 | $230,962 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $11,050,125 | $70,206,796 | $1,136,958,165 | $1,132,586,451 | $0 | $12,872,795 | $168,845 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $51,693,433 | $64,318,339 | $1,046,364,308 | $1,042,975,267 | $0 | $8,148,347 | $160,968 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $156,917,121 | $63,181,035 | $988,802,116 | $987,699,285 | $0 | $119,966,996 | $142,850 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $127,761,545 | $60,579,313 | $836,717,262 | $836,107,077 | $0 | $113,037,298 | $90,790 | 0 | 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.
- EXELON CORPORATION EMPLOYEES BENEFIT TRUST Chicago, IL · related organization (Schedule R)
- EXELON CORP EMPLOYEES BENEFIT TR FOR MANAGEMENT EMPLOYEES Chicago, IL · related organization (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
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 |
|---|---|---|---|---|---|---|---|
| EXELON CORP EMPLOYEES BENEFIT TR FOR MANAGEMENT EMPLOYEES | IL | Not reported | $28,976,245 | $17,482,147 | INSTITUTIONAL TRUSTEE | $53,601 | Similar name, revenue within 2x, same state, similar mission |
| THE GOLUB CORPORATION EMPLOYEES BENEFIT TRUST | NY | Not reported | $47,368,126 | $47,368,130 | TRUSTEE | $0 | Similar name, revenue within 2x |
| UNITED EMPLOYEES BENEFIT TRUST | WA | Not reported | $37,536,060 | $35,094,472 | ADMINISTRATOR | $185,582 | Similar name, revenue within 2x |
| BANCFIRST CORPORATION EMPLOYEES BENEFIT TRUST | OK | Not reported | $20,401,122 | $19,641,550 | TRUSTEE | $0 | Similar name, revenue within 2x |
| EXELON CORPORATION MUTUAL BENEFIT ASSOCIATION TRUST | IL | Not reported | $9,310,355 | $11,113,147 | INSTITUTIONAL TRUSTEE | $7,500 | Similar name, revenue within 5x, same state |
| MITRE CORPORATION EMPLOYEE BENEFITS TRUST | VA | Not reported | $7,419,020 | $7,559,819 | TRUSTEE | $105,844 | Similar name, revenue within 5x, similar mission |
| CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEES | PA | Y43 | $13,008,639 | $26,561,014 | INSTITUTIONAL TRUSTEE | $331,045 | Similar name, revenue within 5x |
| MARCUS CORPORATION EMPLOYEE BENEFITS TRU | WI | Not reported | $8,029,877 | $8,824,575 | TRUSTEE | $2,530,989 | Similar name, revenue within 5x, similar mission |
| VEBA TRUST FOR UNION EMPLOYEES OF KEYSPAN CORPORATION | PA | Y43 | $165,628,248 | $73,077,378 | TRUSTEE (SEE SCHEDULE O) | $144,916 | Similar name, revenue within 5x |
| CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEES | PA | Not reported | $11,114,284 | $57,732,428 | INSTITUTIONAL TRUSTEE | $80,815 | Similar name, revenue within 5x |
| EXELON CORPORATION EMPLOYEES BENEFIT TRUST | IL | Not reported | $345,734,529 | $353,598,525 | INSTITUTIONAL TRUSTEE | $60,074 | Similar name, revenue within 10x, same state |
| HINKLE CORPORATION EMPLOYEE BENEFIT TRUST | KY | Not reported | $4,314,137 | $4,314,137 | trustee | $440,254 | Similar name, revenue within 10x |
| CONSTELLATION EMPLOYEES BENEFIT TRUST | PA | Y43 | $230,284,840 | $232,072,953 | INSTITUTIONAL TRUSTEE | $48,270 | Similar name, revenue within 10x |
| USG CORPORATION EMPLOYEE BENEFIT TRUST | IL | Not reported | $1,976,908 | $1,982,274 | Senior Vice President | $804,022 | Similar name, revenue differs more than 10x, same state |
| Target Corporation Employee Benefit Trust | MN | Not reported | $828,869,122 | $825,505,856 | Trustee | $5,562 | Similar name, revenue differs more than 10x |
| BASF CORPORATION EMPLOYEE WELFARE BENEFIT TRUST | PA | Not reported | - | - | TRUSTEE (SEE SCHEDULE O) | $0 | Similar name |
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 · $59,210,196 spent · pay $37,713 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $56,000,927 | - | - | - | 94.6% | |
| Other (as described) | CONTRACT ADMINISTRATOR | $1,133,688 | - | - | - | 1.9% |
| Fees: investment management | $994,628 | - | - | - | 1.7% | |
| Other (as described) | RECORD KEEPING | $552,784 | - | - | - | 0.9% |
| Other (as described) | ADMINISTRATOR | $301,350 | - | - | - | 0.5% |
| Fees: other services | $113,671 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $37,713 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $31,736 | - | - | - | 0.1% |
| Fees: legal | $29,355 | - | - | - | 0.0% | |
| Fees: accounting | $14,344 | - | - | - | 0.0% | |
| Total | $59,210,196 | 100% |
2023 · Form 990 · $56,322,294 spent · pay $89,237 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $53,003,932 | - | - | - | 94.1% | |
| Other (as described) | CONTRACT ADMINSTRATOR | $1,205,518 | - | - | - | 2.1% |
| Fees: investment management | $998,427 | - | - | - | 1.8% | |
| Other (as described) | RECORD KEEPING | $589,110 | - | - | - | 1.0% |
| Other (as described) | ADMINISTRATOR | $286,980 | - | - | - | 0.5% |
| Pay: officers, directors, trustees, key employees | $89,237 | - | - | - | 0.2% | |
| Fees: other services | $84,235 | - | - | - | 0.1% | |
| Fees: legal | $30,835 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $19,676 | - | - | - | 0.0% |
| Fees: accounting | $14,344 | - | - | - | 0.0% | |
| Total | $56,322,294 | 100% |
2022 · Form 990 · $53,267,174 spent · pay $198,259 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $49,675,648 | - | - | - | 93.3% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $1,370,071 | - | - | - | 2.6% |
| Fees: investment management | $859,341 | - | - | - | 1.6% | |
| Other (as described) | RECORD KEEPING | $535,666 | - | - | - | 1.0% |
| Other (as described) | OTHER EXPENSES | $274,570 | - | - | - | 0.5% |
| Other (as described) | ADMINISTRATOR | $218,110 | - | - | - | 0.4% |
| Pay: officers, directors, trustees, key employees | $198,259 | - | - | - | 0.4% | |
| Fees: legal | $62,310 | - | - | - | 0.1% | |
| Fees: other services | $59,538 | - | - | - | 0.1% | |
| Fees: accounting | $13,661 | - | - | - | 0.0% | |
| Total | $53,267,174 | 100% |
2021 · Form 990 · $84,964,262 spent · pay $148,868 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $77,932,567 | - | - | - | 91.7% | |
| Fees: investment management | $3,228,870 | - | - | - | 3.8% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $2,036,359 | - | - | - | 2.4% |
| Other (as described) | RECORD KEEPING | $871,531 | - | - | - | 1.0% |
| Other (as described) | OTHER EXPENSES | $281,464 | - | - | - | 0.3% |
| Other (as described) | ADMINISTRATOR | $252,464 | - | - | - | 0.3% |
| Pay: officers, directors, trustees, key employees | $148,868 | - | - | - | 0.2% | |
| Fees: other services | $138,427 | - | - | - | 0.2% | |
| Fees: legal | $60,702 | - | - | - | 0.1% | |
| Fees: accounting | $13,010 | - | - | - | 0.0% | |
| Total | $84,964,262 | 100% |
2020 · Form 990 · $82,057,411 spent · pay $174,812 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $75,665,277 | - | - | - | 92.2% | |
| Fees: investment management | $2,911,117 | - | - | - | 3.5% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $2,066,151 | - | - | - | 2.5% |
| Other (as described) | RECORD KEEPING | $824,888 | - | - | - | 1.0% |
| Other (as described) | ADMINISTRATOR | $250,652 | - | - | - | 0.3% |
| Pay: officers, directors, trustees, key employees | $174,812 | - | - | - | 0.2% | |
| Fees: other services | $115,403 | - | - | - | 0.1% | |
| Fees: legal | $28,635 | - | - | - | 0.0% | |
| Fees: accounting | $13,125 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $7,351 | - | - | - | 0.0% |
| Total | $82,057,411 | 100% |
2019 · Form 990 · $79,117,200 spent · pay $150,453 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $73,233,042 | - | - | - | 92.6% | |
| Fees: investment management | $2,231,797 | - | - | - | 2.8% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $2,164,037 | - | - | - | 2.7% |
| Other (as described) | RECORD KEEPING | $905,095 | - | - | - | 1.1% |
| Other (as described) | ADMINISTRATOR | $221,840 | - | - | - | 0.3% |
| Fees: other services | $162,618 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $150,453 | - | - | - | 0.2% | |
| Fees: legal | $29,008 | - | - | - | 0.0% | |
| Fees: accounting | $11,675 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $7,635 | - | - | - | 0.0% |
| Total | $79,117,200 | 100% |
2018 · Form 990 · $77,868,310 spent · pay $145,395 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $71,991,148 | - | - | - | 92.5% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $3,177,033 | - | - | - | 4.1% |
| Fees: investment management | $2,358,399 | - | - | - | 3.0% | |
| Pay: officers, directors, trustees, key employees | $145,395 | - | - | - | 0.2% | |
| Other (as described) | ACTUARIAL FEES | $114,736 | - | - | - | 0.1% |
| Other (as described) | ADMINISTRATIVE EXPENSES | $51,792 | - | - | - | 0.1% |
| Fees: accounting | $16,084 | - | - | - | 0.0% | |
| Fees: legal | $13,723 | - | - | - | 0.0% | |
| Total | $77,868,310 | 100% |
2017 · Form 990 · $73,980,671 spent · pay $163,199 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $68,095,542 | - | - | - | 92.0% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | $3,196,327 | - | - | - | 4.3% |
| Fees: investment management | $2,167,314 | - | - | - | 2.9% | |
| Pay: officers, directors, trustees, key employees | $163,199 | - | - | - | 0.2% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $151,800 | - | - | - | 0.2% |
| Other (as described) | ACTUARIAL FEES | $111,522 | - | - | - | 0.2% |
| Fees: legal | $83,023 | - | - | - | 0.1% | |
| Fees: accounting | $11,944 | - | - | - | 0.0% | |
| Total | $73,980,671 | 100% |
2016 · Form 990 · $71,846,443 spent · pay $230,962 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $66,601,559 | - | - | - | 92.7% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $3,264,950 | - | - | - | 4.5% |
| Fees: investment management | $1,640,179 | - | - | - | 2.3% | |
| Pay: officers, directors, trustees, key employees | $230,962 | - | - | - | 0.3% | |
| Other (as described) | ACTUARIAL FEES | $92,115 | - | - | - | 0.1% |
| Fees: legal | $32,543 | - | - | - | 0.0% | |
| Fees: accounting | $4,233 | - | - | - | 0.0% | |
| Other (as described) | CONTRACT ADMINSTRATOR F | -$20,098 | - | - | - | -0.0% |
| Total | $71,846,443 | 100% |
2015 · Form 990 · $70,206,796 spent · pay $168,845 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $63,886,435 | - | - | - | 91.0% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $2,981,787 | - | - | - | 4.2% |
| Fees: investment management | $1,848,069 | - | - | - | 2.6% | |
| Fees: other services | $1,265,108 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $168,845 | - | - | - | 0.2% | |
| Fees: legal | $49,393 | - | - | - | 0.1% | |
| Fees: accounting | $7,159 | - | - | - | 0.0% | |
| Total | $70,206,796 | 100% |
2013 · Form 990 · $64,318,339 spent · pay $160,968 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $57,564,680 | - | - | - | 89.5% | |
| Other (as described) | ADMINISTRATIVE EXPENSES | $4,388,102 | - | - | - | 6.8% |
| Fees: investment management | $2,156,902 | - | - | - | 3.4% | |
| Pay: officers, directors, trustees, key employees | $160,968 | - | - | - | 0.3% | |
| Fees: legal | $40,723 | - | - | - | 0.1% | |
| Fees: accounting | $6,964 | - | - | - | 0.0% | |
| Total | $64,318,339 | 100% |
2012 · Form 990 · $63,181,035 spent · pay $142,850 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $58,332,732 | - | - | - | 92.3% | |
| Fees: other services | $3,143,715 | - | - | - | 5.0% | |
| Fees: investment management | $1,561,738 | - | - | - | 2.5% | |
| Pay: officers, directors, trustees, key employees | $142,850 | - | - | - | 0.2% | |
| Total | $63,181,035 | 100% |
2011 · Form 990 · $60,579,313 spent · pay $90,790 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $58,754,131 | - | - | - | 97.0% | |
| Fees: investment management | $1,348,398 | - | - | - | 2.2% | |
| Fees: other services | $385,994 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $90,790 | - | - | - | 0.1% | |
| Total | $60,579,313 | 100% |
Comments