HEALTH & WELFARE TRUST
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Cite this
Plain text HEALTH & WELFARE TRUST. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/health-and-welfare-trust-366076696. Retrieved 2026-11-08.
APA furp.org. (n.d.). HEALTH & WELFARE TRUST [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 8, 2026, from https://furp.org/org/health-and-welfare-trust-366076696
MLA “HEALTH & WELFARE TRUST.” furp.org, tax years 2010–2024, https://furp.org/org/health-and-welfare-trust-366076696. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $7.1M · expenses $8.0M · assets $5.6M
- Also known as
- LOCAL NO 743
- EIN
- 36-6076696
- Address
- 20 N MARTINGALE RD STE 290, SCHAUMBURG, IL 60173-2413
- NTEE code
- Y20 Insurance Providers (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- August 1956 (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
PROVIDING HEALTH, DENTAL, PRESCRIPTION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS WHO PERFORMED WORK UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH THE LOCAL UNION.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
6 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 |
|---|---|---|---|---|---|
| Jose Silva | TRUSTEE | 2021-2024 | $246,487 | $847,495 | 3 |
| James Thomas | ALTERNATE TRUSTEE | 2022-2024 | $286,792 | $761,614 | 3 |
| Debra Simmons | TRUSTEE | 2024 | $332,895 | $332,895 | 3 |
| Debra Simmons-Peterson (former) | TRUSTEE | 2010-2023 | $288,699 | $1,519,761 | 3 |
| Robin Sullivan (former) | FORMER TRUSTEE | 2019-2021 | $199,523 | $567,887 | 3 |
| Goleen Bradley (former) | FORMER TRUSTEE | 2013-2019 | $16,012 | $50,261 | 3 |
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 |
|---|---|---|---|---|---|
| Jay Sandler | TRUSTEE | 2022-2024 | 2 | $0 reported | 1 |
| David Kozin | TRUSTEE | 2010-2024 | 2 | $0 reported | 1 |
| David Goss (former) | FORMER TRUSTEE | 2013-2021 | 2 | $0 reported | 1 |
| Adrian Lopez (former) | Trustee | 2013 | 5 | $0 reported | 1 |
| Donnie Von Moore (former) | Chairman | 2010-2012 | 1 | $0 reported | 3 |
People by year
2024 · 5 people listed · 3 paid, $866K · 29 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS | TRUSTEE | 2 | $0 | $245,866 | $87,029 | $332,895 | 3 |
| JAMES THOMAS | ALTERNATE TRUSTEE | 2 | $0 | $197,156 | $89,636 | $286,792 | 3 |
| JOSE SILVA | TRUSTEE | 2 | $0 | $166,576 | $79,911 | $246,487 | 3 |
| JAY SANDLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · 3 paid, $754K · 31 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $227,082 | $61,617 | $288,699 | 3 |
| JAMES THOMAS | ALTERNATE TRUSTEE | 2 | $0 | $186,199 | $63,380 | $249,579 | 3 |
| JOSE SILVA | TRUSTEE | 2 | $0 | $155,371 | $60,208 | $215,579 | 3 |
| JAY SANDLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 5 people listed · 3 paid, $662K · 40 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $203,222 | $36,132 | $239,354 | 3 |
| JAMES THOMAS | ALTERNATE TRUSTEE | 2 | $0 | $164,862 | $60,381 | $225,243 | 3 |
| JOSE SILVA | TRUSTEE | 2 | $0 | $143,572 | $53,833 | $197,405 | 3 |
| JAY SANDLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 5 people listed · 3 paid, $623K · 59 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $204,526 | $30,719 | $235,245 | 3 |
| ROBIN SULLIVAN | FORMER TRUSTEE | 2 | $0 | $146,566 | $52,957 | $199,523 | 3 |
| JOSE SILVA | TRUSTEE | 2 | $0 | $137,642 | $50,382 | $188,024 | 3 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID GOSS | FORMER TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 4 people listed · 2 paid, $388K · 48 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $177,495 | $26,859 | $204,354 | 3 |
| ROBIN SULLIVAN | TRUSTEE | 2 | $0 | $134,426 | $49,378 | $183,804 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 5 people listed · 3 paid, $395K · 41 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $164,941 | $29,844 | $194,785 | 3 |
| ROBIN SULLIVAN | TRUSTEE | 2 | $0 | $129,776 | $54,784 | $184,560 | 3 |
| GOLEEN BRADLEY | FORMER TRUSTEE | 2 | $0 | $15,752 | $260 | $16,012 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 4 people listed · 2 paid, $204K · 47 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $160,798 | $25,047 | $185,845 | 3 |
| GOLEEN BRADLEY | TRUSTEE | 2 | $0 | $18,341 | $0 | $18,341 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 4 people listed · 2 paid, $187K · 49 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | TRUSTEE | 2 | $0 | $152,703 | $18,776 | $171,479 | 3 |
| GOLEEN BRADLEY | TRUSTEE | 2 | $0 | $15,908 | $0 | $15,908 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 4 people listed · none paid · 52 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 3 |
| GOLEEN BRADLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 4 people listed · none paid · 57 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID KOZIN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| GOLEEN BRADLEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOSS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 4 people listed · none paid · 51 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEBRA SIMMONS-PETERSON | Chairperson | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID KOZIN | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| GOLEEN BRADLEY | Trustee | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOSS | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ADRIAN LOPEZ | Trustee | 5 | $0 | $0 | $0 | $0 | 1 |
| DEBRA SIMMONS-PETERSON | Chairperson | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID KOZIN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| GOLEEN BRADLEY | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOSS | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID KOZIN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBRA SIMMONS-PETERSON | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| DONNIE VON MOORE | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
2011 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID KOZIN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| DEBRA SIMMONS-PETERSON | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| DONNIE VON MOORE | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
2010 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DONNIE VON MOORE | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| DEBRA SIMMONS-PETERSON | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVID KOZIN | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2022 · 1 contractor · $113K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEGAL CONSULTING | CHICAGO, IL | CONSULTING AND ACTUARIAL | $112,664 |
2016 · 1 contractor · $8.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHEILD | CHICAGO, IL | HEALTH CARE PROVIDER | $8,713,039 |
2015 · 1 contractor · $7.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | HEALTH CARE PROVIDER | $7,399,093 |
2014 · 1 contractor · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | HEALTH CARE PROVIDER | $6,882,237 |
2013 · 1 contractor · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | HEALTH CARE PROVIDER | $4,898,065 |
2012 · 1 contractor · $4.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | HEALTH CARE PROVIDER | $4,546,970 |
2011 · 1 contractor · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | HEALTH CARE PROVIDER | $4,436,531 |
2010 · 1 contractor · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD | CHICAGO, IL | HEALTH CARE PROVIDER | $3,115,942 |
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 | ||||||||
| $7,067,540 | $7,997,436 | $5,649,650 | $5,612,944 | $0 | $6,904,044 | $0 | 29 | 0 |
| 2023 · Form 990 | ||||||||
| $7,481,302 | $7,806,452 | $6,190,104 | $6,159,642 | $0 | $7,328,609 | $0 | 31 | 0 |
| 2022 · Form 990 | ||||||||
| $7,412,192 | $7,160,680 | $5,950,570 | $5,900,182 | $0 | $7,323,693 | $0 | 40 | 0 |
| 2021 · Form 990 | ||||||||
| $8,563,914 | $8,450,930 | $6,007,805 | $5,956,703 | $0 | $8,420,380 | $0 | 59 | 0 |
| 2020 · Form 990 | ||||||||
| $9,990,928 | $9,227,967 | $6,033,634 | $5,656,892 | $0 | $9,914,817 | $0 | 48 | 0 |
| 2019 · Form 990 | ||||||||
| $10,114,610 | $9,318,696 | $4,430,665 | $4,389,596 | $0 | $10,026,954 | $0 | 41 | 0 |
| 2018 · Form 990 | ||||||||
| $9,778,334 | $9,839,987 | $3,819,183 | $3,528,695 | $0 | $9,568,496 | $0 | 47 | 0 |
| 2017 · Form 990 | ||||||||
| $9,475,046 | $9,006,805 | $4,708,366 | $3,513,039 | $0 | $9,435,947 | $0 | 49 | 0 |
| 2016 · Form 990 | ||||||||
| $9,091,160 | $9,217,156 | $3,634,806 | $2,913,075 | $0 | $9,009,533 | $0 | 52 | 0 |
| 2015 · Form 990 | ||||||||
| $8,365,913 | $8,424,488 | $3,608,014 | $2,911,069 | $0 | $8,306,803 | $0 | 57 | 0 |
| 2014 · Form 990 | ||||||||
| $7,093,327 | $7,668,187 | $3,938,042 | $3,043,980 | $0 | $7,007,294 | $0 | 51 | - |
| 2014 · Form 990 | ||||||||
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $5,628,852 | $5,914,083 | $4,024,947 | $3,506,837 | $0 | $5,532,763 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $5,388,983 | $5,480,985 | $4,199,733 | $3,652,150 | $0 | $5,323,652 | $0 | 0 | - |
| 2012 · Form 990 | ||||||||
| $5,388,983 | $5,480,985 | $4,199,733 | $3,652,150 | $0 | $5,323,652 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $4,802,302 | $5,134,817 | $4,234,539 | $3,685,113 | $0 | $4,778,056 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $3,926,709 | $4,235,882 | $4,696,300 | $3,976,358 | $0 | $3,918,774 | $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.
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS Chicago, IL · 3 people in common (Debra Simmons, James Thomas, Jose Silva) · related organization (Schedule R)
- TEAMSTERS LOCAL 743 BUILDING CORP Chicago, IL · 3 people in common (Debra Simmons, James Thomas, Jose Silva)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
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 · More (51)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Similar name, revenue within 2x, similar mission |
| APEA-AFT HEALTH AND WELFARE TRUST | AK | Y44 | $5,821,430 | $5,912,111 | CHAIRMAN | $0 | Similar name, revenue within 2x, similar mission |
| APAC HEALTH & WELFARE TRUST | IN | Not reported | $4,619,544 | $5,097,741 | CFO of Trustee | $471,582 | Similar name, revenue within 2x |
| WECA HEALTH AND WELFARE TRUST | CA | Y43 | $7,658,733 | $8,639,524 | EXECUTIVE DIRECTOR | $185,532 | Similar name, revenue within 2x |
| HAWAII TAPERS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $5,340,889 | $3,433,317 | UNION TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| GLAZING HEALTH AND WELFARE TRUST | CA | Not reported | $10,461,973 | $5,307,880 | CO-CHAIRMAN/LABOR TRUSTEE | $0 | Similar name, revenue within 2x |
| NO CAL TILE IND HEALTH & WELFARE TRUST FUND | CA | Not reported | $9,567,901 | $11,283,030 | TRUSTEE | $12,000 | Similar name, revenue within 2x, similar mission |
| LABORERS LOCAL 785 HEALTH & WELFARE TRUST | NY | Not reported | $5,448,793 | $4,093,233 | TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| LOCAL UNION 682 HEALTH & WELFARE TRUST FUND | MO | Not reported | $12,839,472 | $14,831,931 | MANAGEMENT TRUSTEE, SECRET | $9,000 | Similar name, revenue within 2x |
| DUDEK HEALTH AND WELFARE TR | CA | Y43 | $8,651,504 | $8,434,889 | TRUSTEE | $0 | Similar name, revenue within 2x |
| NECA HEALTH TRUST | CA | Not reported | $7,309,768 | $7,167,752 | CHAIRMAN | $0 | Similar name, revenue within 2x |
| SCCP HEALTH AND WELFARE TR | CA | Y43 | $5,485,900 | $5,715,631 | Trustee | $0 | Similar name, revenue within 2x |
| HAWAII GLAZIERS HEALTH & WELFARE TRUST FUND | CA | Not reported | $3,565,961 | $5,406,458 | EMPLOYER TRU | $0 | Similar name, revenue within 2x |
| WEST CARE HEALTH AND WELFARE BENEFIT TRUST | MT | Not reported | $7,761,768 | $8,253,615 | Trustee/Plan Administrator | $0 | Similar name, revenue within 2x |
| MACHINISTS HEALTH AND WELFARE TRUST FUND | WA | Not reported | $29,941,657 | $27,994,344 | CHAIRMAN | $0 | Similar name, revenue within 5x, similar mission |
| MASONS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $15,438,764 | $14,444,718 | LABOR TRUSTEE | $0 | Similar name, revenue within 5x |
| THE ERM GROUP HEALTH & WELFARE TRUST | PA | Not reported | $29,217,705 | $28,439,740 | Treasurer | $0 | Similar name, revenue within 5x |
| CEM HEALTH AND WELFARE BENEFIT TRUST | NC | Not reported | $3,476,349 | $3,773,889 | Trustee/Officer | $0 | Similar name, revenue within 5x |
| MANTECH HEALTH & WELFARE TR | VA | Y43 | $2,378,735 | $2,287,527 | Trustee | $0 | Similar name, revenue within 5x |
| IAFF LOCAL 726 HEALTH AND WELFARE TRUST | WA | Y44 | $20,510,461 | $19,536,853 | Trustee | $0 | Similar name, revenue within 5x |
| AERC HEALTH AND WELFARE BENEFITS TRUST | CA | Not reported | $2,006,458 | $2,410,330 | TRUSTEE | $0 | Similar name, revenue within 5x |
| ABHE & SVOBODA INC HEALTH AND WELFARE TRUST | MN | Y43 | $1,660,074 | $1,636,417 | TRUSTEE | $0 | Similar name, revenue within 5x |
| THE HEALTH TRUST | CA | E99 | $16,515,068 | $9,960,673 | INTERIM CFO (START 07/24) | $368,794 | Similar name, revenue within 5x |
| LOCAL 106 HEALTH & WELFARE FUND TRUST | IL | Not reported | $836,917 | $835,179 | TRUSTEE | $226,228 | Similar name, revenue within 10x, same state, similar mission |
| AMEREN HEALTH & WELFARE TRUST | MO | Not reported | $57,701,223 | $34,982,135 | TRUSTEE | $73,589 | Similar name, revenue within 10x |
Who funds organizations like this
Grantors that funded the 51 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
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 · $7,997,436 spent · pay $0 · grants $0 · events $6,549
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,775,572 | - | - | - | 97.2% | |
| Fees: management | $57,622 | - | - | - | 0.7% | |
| Fees: other services | $40,171 | - | - | - | 0.5% | |
| Fees: accounting | $35,860 | - | - | - | 0.4% | |
| Fees: investment management | $31,305 | - | - | - | 0.4% | |
| Fees: legal | $16,579 | - | - | - | 0.2% | |
| Insurance | $14,384 | - | - | - | 0.2% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $10,146 | - | - | - | 0.1% |
| Office expenses | $9,248 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $6,549 | - | - | - | 0.1% | |
| Total | $7,997,436 | 100% |
2023 · Form 990 · $7,806,452 spent · pay $0 · grants $0 · events $2,390
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,521,023 | - | - | - | 96.3% | |
| Fees: other services | $55,483 | - | - | - | 0.7% | |
| Fees: management | $51,796 | - | - | - | 0.7% | |
| Office expenses | $43,397 | - | - | - | 0.6% | |
| Fees: accounting | $39,196 | - | - | - | 0.5% | |
| Fees: legal | $31,665 | - | - | - | 0.4% | |
| Fees: investment management | $31,608 | - | - | - | 0.4% | |
| Insurance | $15,530 | - | - | - | 0.2% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $14,364 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $2,390 | - | - | - | 0.0% | |
| Total | $7,806,452 | 100% |
2022 · Form 990 · $7,160,680 spent · pay $0 · grants $0 · events $4,064
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,860,576 | - | - | - | 95.8% | |
| Fees: other services | $112,809 | - | - | - | 1.6% | |
| Fees: management | $51,000 | - | - | - | 0.7% | |
| Fees: legal | $43,997 | - | - | - | 0.6% | |
| Fees: investment management | $29,646 | - | - | - | 0.4% | |
| Fees: accounting | $24,833 | - | - | - | 0.3% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $15,133 | - | - | - | 0.2% |
| Insurance | $12,573 | - | - | - | 0.2% | |
| Office expenses | $6,049 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,064 | - | - | - | 0.1% | |
| Total | $7,160,680 | 100% |
2021 · Form 990 · $8,450,930 spent · pay $0 · grants $0 · events $2,063
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,247,190 | - | - | - | 97.6% | |
| Fees: management | $47,556 | - | - | - | 0.6% | |
| Fees: other services | $38,609 | - | - | - | 0.5% | |
| Fees: legal | $35,382 | - | - | - | 0.4% | |
| Fees: investment management | $31,085 | - | - | - | 0.4% | |
| Fees: accounting | $26,003 | - | - | - | 0.3% | |
| Insurance | $9,231 | - | - | - | 0.1% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $7,644 | - | - | - | 0.1% |
| Office expenses | $6,167 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,063 | - | - | - | 0.0% | |
| Total | $8,450,930 | 100% |
2020 · Form 990 · $9,227,967 spent · pay $0 · grants $0 · events $1,465
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,036,428 | - | - | - | 97.9% | |
| Fees: management | $49,112 | - | - | - | 0.5% | |
| Fees: legal | $44,188 | - | - | - | 0.5% | |
| Fees: other services | $26,089 | - | - | - | 0.3% | |
| Fees: investment management | $22,957 | - | - | - | 0.2% | |
| Fees: accounting | $22,523 | - | - | - | 0.2% | |
| Insurance | $9,717 | - | - | - | 0.1% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $9,692 | - | - | - | 0.1% |
| Office expenses | $5,796 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,465 | - | - | - | 0.0% | |
| Total | $9,227,967 | 100% |
2019 · Form 990 · $9,318,696 spent · pay $0 · grants $0 · events $665
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,136,994 | - | - | - | 98.1% | |
| Fees: management | $45,091 | - | - | - | 0.5% | |
| Fees: legal | $42,618 | - | - | - | 0.5% | |
| Fees: accounting | $32,038 | - | - | - | 0.3% | |
| Fees: other services | $18,000 | - | - | - | 0.2% | |
| Fees: investment management | $16,616 | - | - | - | 0.2% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $14,537 | - | - | - | 0.2% |
| Insurance | $7,279 | - | - | - | 0.1% | |
| Office expenses | $4,858 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $665 | - | - | - | 0.0% | |
| Total | $9,318,696 | 100% |
2018 · Form 990 · $9,839,987 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,566,512 | - | - | - | 97.2% | |
| Other (as described) | SHARED ADMINISTRATIVE E | $72,552 | - | - | - | 0.7% |
| Fees: management | $49,023 | - | - | - | 0.5% | |
| Fees: legal | $36,942 | - | - | - | 0.4% | |
| Fees: other services | $27,351 | - | - | - | 0.3% | |
| Fees: accounting | $26,898 | - | - | - | 0.3% | |
| Office expenses | $19,875 | - | - | - | 0.2% | |
| Fees: investment management | $16,533 | - | - | - | 0.2% | |
| Travel | $15,377 | - | - | - | 0.2% | |
| Insurance | $8,924 | - | - | - | 0.1% | |
| Total | $9,839,987 | 100% |
2017 · Form 990 · $9,006,805 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,847,316 | - | - | - | 98.2% | |
| Fees: management | $46,950 | - | - | - | 0.5% | |
| Fees: accounting | $30,210 | - | - | - | 0.3% | |
| Travel | $23,301 | - | - | - | 0.3% | |
| Fees: investment management | $17,582 | - | - | - | 0.2% | |
| Fees: legal | $17,209 | - | - | - | 0.2% | |
| Fees: other services | $14,450 | - | - | - | 0.2% | |
| Office expenses | $4,732 | - | - | - | 0.1% | |
| Insurance | $4,030 | - | - | - | 0.0% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $1,025 | - | - | - | 0.0% |
| Total | $9,006,805 | 100% |
2016 · Form 990 · $9,217,156 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,047,702 | - | - | - | 98.2% | |
| Fees: other services | $75,488 | - | - | - | 0.8% | |
| Fees: accounting | $36,121 | - | - | - | 0.4% | |
| Fees: legal | $27,972 | - | - | - | 0.3% | |
| Fees: investment management | $17,317 | - | - | - | 0.2% | |
| Insurance | $6,101 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $5,460 | - | - | - | 0.1% |
| Other (as described) | DUES & SUBSCRIPTIONS | $995 | - | - | - | 0.0% |
| Total | $9,217,156 | 100% |
2015 · Form 990 · $8,424,488 spent · pay $0 · grants $0 · events $12,734
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,233,194 | - | - | - | 97.7% | |
| Fees: other services | $82,713 | - | - | - | 1.0% | |
| Fees: accounting | $31,927 | - | - | - | 0.4% | |
| Fees: legal | $29,117 | - | - | - | 0.3% | |
| Fees: investment management | $19,870 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $12,734 | - | - | - | 0.2% | |
| Other (as described) | BANK FEES | $7,975 | - | - | - | 0.1% |
| Insurance | $5,998 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $960 | - | - | - | 0.0% |
| Total | $8,424,488 | 100% |
2014 · Form 990 · $7,668,187 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,526,259 | - | - | - | 98.1% | |
| Fees: other services | $61,526 | - | - | - | 0.8% | |
| Fees: accounting | $27,591 | - | - | - | 0.4% | |
| Fees: investment management | $19,160 | - | - | - | 0.2% | |
| Fees: legal | $17,928 | - | - | - | 0.2% | |
| Other (as described) | BANK FEES | $6,713 | - | - | - | 0.1% |
| Insurance | $5,998 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $3,012 | - | - | - | 0.0% |
| Total | $7,668,187 | 100% |
2013 · Form 990 · $5,914,083 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,744,621 | - | - | - | 97.1% | |
| Fees: other services | $76,034 | - | - | - | 1.3% | |
| Fees: legal | $30,529 | - | - | - | 0.5% | |
| Fees: investment management | $27,230 | - | - | - | 0.5% | |
| Fees: accounting | $25,700 | - | - | - | 0.4% | |
| Insurance | $5,689 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $4,280 | - | - | - | 0.1% |
| Total | $5,914,083 | 100% |
2012 · Form 990 · $5,480,985 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,281,148 | - | - | - | 96.4% | |
| Fees: other services | $98,210 | - | - | - | 1.8% | |
| Fees: legal | $40,194 | - | - | - | 0.7% | |
| Fees: accounting | $29,874 | - | - | - | 0.5% | |
| Fees: investment management | $21,937 | - | - | - | 0.4% | |
| Insurance | $5,689 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $3,153 | - | - | - | 0.1% |
| Other (as described) | DUES AND SUBSCRIPTIONS | $780 | - | - | - | 0.0% |
| Total | $5,480,985 | 100% |
2011 · Form 990 · $5,134,817 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,961,046 | - | - | - | 96.6% | |
| Fees: other services | $65,765 | - | - | - | 1.3% | |
| Fees: legal | $50,823 | - | - | - | 1.0% | |
| Fees: accounting | $21,441 | - | - | - | 0.4% | |
| Fees: investment management | $21,163 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $7,498 | - | - | - | 0.1% |
| Insurance | $6,326 | - | - | - | 0.1% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $755 | - | - | - | 0.0% |
| Total | $5,134,817 | 100% |
2010 · Form 990 · $4,235,882 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,089,178 | - | - | - | 96.5% | |
| Fees: other services | $67,390 | - | - | - | 1.6% | |
| Fees: legal | $36,420 | - | - | - | 0.9% | |
| Fees: accounting | $26,952 | - | - | - | 0.6% | |
| Other (as described) | BANK FEES | $9,135 | - | - | - | 0.2% |
| Insurance | $5,600 | - | - | - | 0.1% | |
| Other (as described) | CONFERENCE EXPENSE | $1,000 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $207 | - | - | - | 0.0% |
| Total | $4,235,882 | 100% |
State business registration
- BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743 IL, Employee benefit plan sponsor (Form 5500), Filed for plan year 2024
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | BOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743 | IL | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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