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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
The Northern Trust Company Institution INSTITUTIONAL TRUSTEE2011-2024 $37,713$1,902,351 544

People by year

2024 · 1 person listed · 1 paid, $38K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $37,713$0$0 $37,713544
2023 · 1 person listed · 1 paid, $89K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $89,237$0$0 $89,237544
2022 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $198,259$0$0 $198,259544
2021 · 1 person listed · 1 paid, $149K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $148,868$0$0 $148,868544
2020 · 1 person listed · 1 paid, $175K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $174,812$0$0 $174,812544
2019 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $150,453$0$0 $150,453544
2018 · 1 person listed · 1 paid, $145K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $145,395$0$0 $145,395544
2017 · 1 person listed · 1 paid, $163K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $163,199$0$0 $163,199544
2016 · 1 person listed · 1 paid, $231K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $230,962$0$0 $230,962544
2015 · 1 person listed · 1 paid, $169K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $168,845$0$0 $168,845544
2013 · 1 person listed · 1 paid, $161K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $160,968$0$0 $160,968544
2012 · 1 person listed · 1 paid, $143K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $142,850$0$0 $142,850544
2011 · 1 person listed · 1 paid, $91K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THE NORTHERN TRUST COMPANY Institution INSTITUTIONAL TRUSTEE1 $90,790$0$0 $90,790544

Highest-paid independent contractors

2024 · 5 contractors · $1.3M
NameLocationServicePaid
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$552,784
EXELON BUSINESS SERVICES COMPANYCHICAGO, ILADMINISTRATOR$301,350
LSV ASSET MANAGEMENTCHICAGO, ILINVESTMENT MANAGEMENT$191,040
ACADIAN ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$163,013
SEGALL BRYANT & HAMILL INV COUNSELCHICAGO, ILINVESTMENT MANAGEMENT$127,310
2023 · 5 contractors · $1.5M
NameLocationServicePaid
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$589,110
EXELON BUSINESS SERVICES COMPANYCHICAGO, ILADMINISTRATOR$286,980
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$225,148
MORGAN STANLEY INVESTMENT MGMT LTDNEW YORK, NYINVESTMENT MANAGEMENT$201,004
SEGALL BRYANT & HAMILL INV COUNSELCHICAGO, ILINVESTMENT MANAGEMENT$159,546
2022 · 5 contractors · $1.1M
NameLocationServicePaid
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$535,666
EXELON BUSINESS SERVICE COMPANYCHICAGO, ILADMINISTRATOR$218,110
SEGALL BRYANT & HAMILL INV COUNSELCHICAGO, ILINVESTMENT MANAGEMENT$173,412
ARIEL CAPITAL MANAGEMENT LLCCHICAGO, ILINVESTMENT MANAGEMENT$113,970
BLACKROCK FINANCIAL MANAGMENTCHICAGO, ILINVESTMENT MANAGEMENT$104,290
2021 · 5 contractors · $3.0M
NameLocationServicePaid
CAMDEN ASSET MANAGEMENT LPLOS ANGELES, CAINVESTMENT MANAGEMENT$896,900
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$871,531
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$613,396
MORGAN STANLEY INVESTMENT MGMT LTDNEW YORK, NYINVESTMENT MANAGEMENT$360,377
SEGALL BRYANT & HAMILL INV COUNSELCHICAGO, ILINVESTMENT MANAGEMENT$291,448
2020 · 5 contractors · $3.1M
NameLocationServicePaid
CAMDEN ASSET MANAGEMENT LPLOS ANGELES, CAINVESTMENT MANAGEMENT$1,124,352
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$824,888
BLACKROCK INSTITUTIONAL TRUST COMPANY NNEW YORK, NYINVESTMENT MANAGEMENT$558,160
MORGAN STANLEY INVESTMENT MGMT LTDNEW YORK, NYINVESTMENT MANAGEMENT$384,019
EXELON BUSINESS SERVICES COMPANYCHICAGO, ILADMINISTRATOR$250,652
2019 · 5 contractors · $2.9M
NameLocationServicePaid
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$1,157,107
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILRECORD KEEPING$905,095
MORGAN STANLEY INVESTMENT MGMT LTDNEW YORK, NYINVESTMENT MANAGEMENT$465,742
EXELON BUSINESS SERVICES COMPANYCHICAGO, ILADMINISTRATOR$221,840
ACADIAN ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$156,577
2018 · 5 contractors · $2.8M
NameLocationServicePaid
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$1,015,489
ALIGHT SOLUTIONS LLCLINCOLNSHIRE, ILBENEFIT ADMINISTRATION$925,044
MORGAN STANLEY INVESTMENT MGMT LTDNEW YORK, NYINVESTMENT MANAGEMENT$476,443
EXELON BUSINESS SERVICES COMPANYCHICAGO, ILBUSINESS SUPPORT SERVICES$200,294
AMERICAN SPECIALTY HEALTH MANAGEMENT INCCARMEL, INHEALTH CARE MANAGEMENT$187,786
2017 · 5 contractors · $2.6M
NameLocationServicePaid
ALIGHTLINCOLNSHIRE, ILBENEFIT ADMINISTRATION$915,145
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$853,662
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$482,126
AMERICAN SPECIALTY HEALTH MANAGEMENT INCCARMEL, INHEALTH CARE MANAGEMENT$175,497
NORTHERN TRUSTCHICAGO, ILINVESTMENT MANAGEMENT$163,199
2016 · 5 contractors · $1.7M
NameLocationServicePaid
AONSOUTHFIELD, MIRECORDKEEPER$673,091
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$473,147
HEALTHYROADS INCSAN DIEGO, CAHEALTH PROGRAM$202,579
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$196,333
INTECH INVESTMENT MANAGEMENT LLCWEST PALM BEACH, FLINVESTMENT MANAGEMENT$185,194
2015 · 5 contractors · $2.0M
NameLocationServicePaid
AONSOUTHFIELD, MIRECORDKEEPER$738,754
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$458,826
TOWERS PERRINCHICAGO, ILACTUARIAL SERVICES$334,278
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$328,819
ACADIAN ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT MANAGEMENT$173,235
2013 · 5 contractors · $2.0M
NameLocationServicePaid
AONRECORDKEEPER$811,148
BLACKROCK FINANCIAL MANAGEMENTINVESTMENT MANAGEMENT$354,884
MORGAN STANLEYINVESTMENT MANAGEMENT$307,111
ROBECOINVESTMENT MANAGEMENT$284,146
INTECHINVESTMENT MANAGEMENT$210,021
2012 · 5 contractors · $1.2M
NameLocationServicePaid
BLACKROCK FINANCIAL MANAGEMENTNEW YORK, NYINVESTMENT MANAGEMENT$369,735
MORGAN STANLEY INVESTMENT MGNT LTDNEW YORK, NYINVESTMENT MANAGEMENT$319,538
INTECH INVESTMENT MANAGEMENT LLCWEST PALM BEACH, FLINVESTMENT MANAGEMENT$216,342
HOLLAND CAPITAL MANAGEMENT LLCCHICAGO, ILINVESTMENT MANAGEMENT$143,533
ACADIAN ASSET MANAGEMENT LLCBOSTON, MAINVESTMENT 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$36,402,093$59,210,196 $709,236,121$702,568,925 $0$7,503,672 $37,71300
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$25,377,440$56,322,294 $706,656,097$700,887,788 $0$7,561,611 $89,23700
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$13,628,461$53,267,174 $711,105,979$697,799,404 $0$9,837,086 $198,25900
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
-$13,082,698$84,964,262 $1,320,710,962$1,293,270,131 $0$11,714,773 $148,86800
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$27,807,580$82,057,411 $1,271,321,160$1,252,353,844 $0$11,685,483 $174,81200
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
-$16,173,599$79,117,200 $1,222,823,077$1,220,314,054 $0$11,308,742 $150,45300
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$26,297,116$77,868,310 $1,146,884,124$1,130,437,945 $0$10,823,196 $145,39500
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$11,223,546$73,980,671 $1,242,513,461$1,234,908,886 $0$9,549,630 $163,19900
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$42,062,593$71,846,443 $1,145,476,280$1,141,245,767 $0$9,806,411 $230,96200
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$11,050,125$70,206,796 $1,136,958,165$1,132,586,451 $0$12,872,795 $168,84500
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$51,693,433$64,318,339 $1,046,364,308$1,042,975,267 $0$8,148,347 $160,96800
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$156,917,121$63,181,035 $988,802,116$987,699,285 $0$119,966,996 $142,85000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$127,761,545$60,579,313 $836,717,262$836,107,077 $0$113,037,298 $90,79000

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

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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
EXELON CORP EMPLOYEES BENEFIT TR FOR MANAGEMENT EMPLOYEESILNot 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 TRUSTNYNot reported $47,368,126$47,368,130 TRUSTEE$0 Similar name, revenue within 2x
UNITED EMPLOYEES BENEFIT TRUSTWANot reported $37,536,060$35,094,472 ADMINISTRATOR$185,582 Similar name, revenue within 2x
BANCFIRST CORPORATION EMPLOYEES BENEFIT TRUSTOKNot reported $20,401,122$19,641,550 TRUSTEE$0 Similar name, revenue within 2x
EXELON CORPORATION MUTUAL BENEFIT ASSOCIATION TRUSTILNot reported $9,310,355$11,113,147 INSTITUTIONAL TRUSTEE$7,500 Similar name, revenue within 5x, same state
MITRE CORPORATION EMPLOYEE BENEFITS TRUSTVANot reported $7,419,020$7,559,819 TRUSTEE$105,844 Similar name, revenue within 5x, similar mission
CONSTELLATION EMPLOYEES BENEFIT TRUST FOR UNION EMPLOYEESPAY43 $13,008,639$26,561,014 INSTITUTIONAL TRUSTEE$331,045 Similar name, revenue within 5x
MARCUS CORPORATION EMPLOYEE BENEFITS TRUWINot 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 CORPORATIONPAY43 $165,628,248$73,077,378 TRUSTEE (SEE SCHEDULE O)$144,916 Similar name, revenue within 5x
CONSTELLATION EMPLOYEES BENEFIT TRUST FOR MANAGEMENT EMPLOYEESPANot reported $11,114,284$57,732,428 INSTITUTIONAL TRUSTEE$80,815 Similar name, revenue within 5x
EXELON CORPORATION EMPLOYEES BENEFIT TRUSTILNot reported $345,734,529$353,598,525 INSTITUTIONAL TRUSTEE$60,074 Similar name, revenue within 10x, same state
HINKLE CORPORATION EMPLOYEE BENEFIT TRUSTKYNot reported $4,314,137$4,314,137 trustee$440,254 Similar name, revenue within 10x
CONSTELLATION EMPLOYEES BENEFIT TRUSTPAY43 $230,284,840$232,072,953 INSTITUTIONAL TRUSTEE$48,270 Similar name, revenue within 10x
USG CORPORATION EMPLOYEE BENEFIT TRUSTILNot 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 TrustMNNot reported $828,869,122$825,505,856 Trustee$5,562 Similar name, revenue differs more than 10x
BASF CORPORATION EMPLOYEE WELFARE BENEFIT TRUSTPANot 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
LineAs describedTotalProgramManagementFundraisingShare
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$59,210,196100%

View the filing

2023 · Form 990 · $56,322,294 spent · pay $89,237 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$56,322,294100%

View the filing

2022 · Form 990 · $53,267,174 spent · pay $198,259 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$53,267,174100%

View the filing

2021 · Form 990 · $84,964,262 spent · pay $148,868 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$84,964,262100%

View the filing

2020 · Form 990 · $82,057,411 spent · pay $174,812 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$82,057,411100%

View the filing

2019 · Form 990 · $79,117,200 spent · pay $150,453 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$79,117,200100%

View the filing

2018 · Form 990 · $77,868,310 spent · pay $145,395 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$77,868,310100%

View the filing

2017 · Form 990 · $73,980,671 spent · pay $163,199 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$73,980,671100%

View the filing

2016 · Form 990 · $71,846,443 spent · pay $230,962 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$71,846,443100%

View the filing

2015 · Form 990 · $70,206,796 spent · pay $168,845 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$70,206,796100%

View the filing

2013 · Form 990 · $64,318,339 spent · pay $160,968 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$64,318,339100%

View the filing

2012 · Form 990 · $63,181,035 spent · pay $142,850 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$63,181,035100%

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2011 · Form 990 · $60,579,313 spent · pay $90,790 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$60,579,313100%

View the filing

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