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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jose Silva TRUSTEE2021-2024 $246,487$847,495 3
James Thomas ALTERNATE TRUSTEE2022-2024 $286,792$761,614 3
Debra Simmons TRUSTEE2024 $332,895$332,895 3
Debra Simmons-Peterson (former) TRUSTEE2010-2023 $288,699$1,519,761 3
Robin Sullivan (former) FORMER TRUSTEE2019-2021 $199,523$567,887 3
Goleen Bradley (former) FORMER TRUSTEE2013-2019 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jay Sandler TRUSTEE2022-2024 2 $0 reported 1
David Kozin TRUSTEE2010-2024 2 $0 reported 1
David Goss (former) FORMER TRUSTEE2013-2021 2 $0 reported 1
Adrian Lopez (former) Trustee2013 5 $0 reported 1
Donnie Von Moore (former) Chairman2010-2012 1 $0 reported 3

People by year

2024 · 5 people listed · 3 paid, $866K · 29 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS TRUSTEE2 $0$245,866$87,029 $332,8953
JAMES THOMAS ALTERNATE TRUSTEE2 $0$197,156$89,636 $286,7923
JOSE SILVA TRUSTEE2 $0$166,576$79,911 $246,4873
JAY SANDLER TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2023 · 5 people listed · 3 paid, $754K · 31 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$227,082$61,617 $288,6993
JAMES THOMAS ALTERNATE TRUSTEE2 $0$186,199$63,380 $249,5793
JOSE SILVA TRUSTEE2 $0$155,371$60,208 $215,5793
JAY SANDLER TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2022 · 5 people listed · 3 paid, $662K · 40 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$203,222$36,132 $239,3543
JAMES THOMAS ALTERNATE TRUSTEE2 $0$164,862$60,381 $225,2433
JOSE SILVA TRUSTEE2 $0$143,572$53,833 $197,4053
JAY SANDLER TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2021 · 5 people listed · 3 paid, $623K · 59 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$204,526$30,719 $235,2453
ROBIN SULLIVAN FORMER TRUSTEE2 $0$146,566$52,957 $199,5233
JOSE SILVA TRUSTEE2 $0$137,642$50,382 $188,0243
DAVID KOZIN TRUSTEE2 $0$0$0 $01
DAVID GOSS FORMER TRUSTEE2 $0$0$0 $01
2020 · 4 people listed · 2 paid, $388K · 48 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$177,495$26,859 $204,3543
ROBIN SULLIVAN TRUSTEE2 $0$134,426$49,378 $183,8043
DAVID GOSS TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2019 · 5 people listed · 3 paid, $395K · 41 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$164,941$29,844 $194,7853
ROBIN SULLIVAN TRUSTEE2 $0$129,776$54,784 $184,5603
GOLEEN BRADLEY FORMER TRUSTEE2 $0$15,752$260 $16,0123
DAVID GOSS TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2018 · 4 people listed · 2 paid, $204K · 47 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$160,798$25,047 $185,8453
GOLEEN BRADLEY TRUSTEE2 $0$18,341$0 $18,3413
DAVID GOSS TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2017 · 4 people listed · 2 paid, $187K · 49 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON TRUSTEE2 $0$152,703$18,776 $171,4793
GOLEEN BRADLEY TRUSTEE2 $0$15,908$0 $15,9083
DAVID GOSS TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2016 · 4 people listed · none paid · 52 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON CHAIRPERSON2 $0$0$0 $03
GOLEEN BRADLEY TRUSTEE2 $0$0$0 $03
DAVID GOSS TRUSTEE2 $0$0$0 $01
DAVID KOZIN TRUSTEE2 $0$0$0 $01
2015 · 4 people listed · none paid · 57 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON CHAIRPERSON2 $0$0$0 $03
DAVID KOZIN TRUSTEE2 $0$0$0 $01
GOLEEN BRADLEY TRUSTEE2 $0$0$0 $03
DAVID GOSS TRUSTEE2 $0$0$0 $01
2014 · 4 people listed · none paid · 51 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DEBRA SIMMONS-PETERSON Chairperson2 $0$0$0 $03
DAVID KOZIN Trustee2 $0$0$0 $01
GOLEEN BRADLEY Trustee2 $0$0$0 $03
DAVID GOSS Trustee2 $0$0$0 $01
2013 · 5 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADRIAN LOPEZ Trustee5 $0$0$0 $01
DEBRA SIMMONS-PETERSON Chairperson1 $0$0$0 $03
DAVID KOZIN Trustee1 $0$0$0 $01
GOLEEN BRADLEY Trustee1 $0$0$0 $03
DAVID GOSS Trustee1 $0$0$0 $01
2012 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID KOZIN Trustee1 $0$0$0 $01
DEBRA SIMMONS-PETERSON Trustee1 $0$0$0 $03
DONNIE VON MOORE Chairman1 $0$0$0 $03
2011 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID KOZIN Trustee1 $0$0$0 $01
DEBRA SIMMONS-PETERSON Trustee1 $0$0$0 $03
DONNIE VON MOORE Chairman1 $0$0$0 $03
2010 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNIE VON MOORE Chairman1 $0$0$0 $03
DEBRA SIMMONS-PETERSON Trustee1 $0$0$0 $03
DAVID KOZIN Trustee1 $0$0$0 $01

Highest-paid independent contractors

2022 · 1 contractor · $113K
NameLocationServicePaid
SEGAL CONSULTINGCHICAGO, ILCONSULTING AND ACTUARIAL$112,664
2016 · 1 contractor · $8.7M
NameLocationServicePaid
BLUE CROSS BLUE SHEILDCHICAGO, ILHEALTH CARE PROVIDER$8,713,039
2015 · 1 contractor · $7.4M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILHEALTH CARE PROVIDER$7,399,093
2014 · 1 contractor · $6.9M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILHEALTH CARE PROVIDER$6,882,237
2013 · 1 contractor · $4.9M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDHEALTH CARE PROVIDER$4,898,065
2012 · 1 contractor · $4.5M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILHEALTH CARE PROVIDER$4,546,970
2011 · 1 contractor · $4.4M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILHEALTH CARE PROVIDER$4,436,531
2010 · 1 contractor · $3.1M
NameLocationServicePaid
BLUE CROSS BLUE SHIELDCHICAGO, ILHEALTH 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-02-28 · view filing · original 990 ↗
$7,067,540$7,997,436 $5,649,650$5,612,944 $0$6,904,044 $0290
2023 · Form 990 period ending 2024-02-29 · view filing · original 990 ↗
$7,481,302$7,806,452 $6,190,104$6,159,642 $0$7,328,609 $0310
2022 · Form 990 period ending 2023-02-28 · view filing · original 990 ↗
$7,412,192$7,160,680 $5,950,570$5,900,182 $0$7,323,693 $0400
2021 · Form 990 period ending 2022-02-28 · view filing · original 990 ↗
$8,563,914$8,450,930 $6,007,805$5,956,703 $0$8,420,380 $0590
2020 · Form 990 period ending 2021-02-28 · view filing · original 990 ↗
$9,990,928$9,227,967 $6,033,634$5,656,892 $0$9,914,817 $0480
2019 · Form 990 period ending 2020-02-29 · view filing · original 990 ↗
$10,114,610$9,318,696 $4,430,665$4,389,596 $0$10,026,954 $0410
2018 · Form 990 period ending 2019-02-28 · view filing · original 990 ↗
$9,778,334$9,839,987 $3,819,183$3,528,695 $0$9,568,496 $0470
2017 · Form 990 period ending 2018-02-28 · view filing · original 990 ↗
$9,475,046$9,006,805 $4,708,366$3,513,039 $0$9,435,947 $0490
2016 · Form 990 period ending 2017-02-28 · view filing · original 990 ↗
$9,091,160$9,217,156 $3,634,806$2,913,075 $0$9,009,533 $0520
2015 · Form 990 period ending 2016-02-29 · view filing · original 990 ↗
$8,365,913$8,424,488 $3,608,014$2,911,069 $0$8,306,803 $0570
2014 · Form 990 period ending 2015-02-28 · amended · view filing · original 990 ↗
$7,093,327$7,668,187 $3,938,042$3,043,980 $0$7,007,294 $051-
2014 · Form 990 period ending 2015-02-28 · superseded · view filing · original 990 ↗
$0$0 $0$0 $0$0 $00-
2013 · Form 990 period ending 2014-02-28 · amended · view filing · original 990 ↗
$5,628,852$5,914,083 $4,024,947$3,506,837 $0$5,532,763 $00-
2013 · Form 990 period ending 2014-02-28 · superseded · view filing · original 990 ↗
$5,388,983$5,480,985 $4,199,733$3,652,150 $0$5,323,652 $00-
2012 · Form 990 period ending 2013-02-28 · view filing · original 990 ↗
$5,388,983$5,480,985 $4,199,733$3,652,150 $0$5,323,652 $00-
2011 · Form 990 period ending 2012-02-29 · view filing · original 990 ↗
$4,802,302$5,134,817 $4,234,539$3,685,113 $0$4,778,056 $00-
2010 · Form 990 period ending 2011-02-28 · view filing · original 990 ↗
$3,926,709$4,235,882 $4,696,300$3,976,358 $0$3,918,774 $00-

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).

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UGSOA HEALTH AND WELFARE TRUST FUNDMAY43 $11,847,137$12,236,451 Chairman$0 Similar name, revenue within 2x, similar mission
APEA-AFT HEALTH AND WELFARE TRUSTAKY44 $5,821,430$5,912,111 CHAIRMAN$0 Similar name, revenue within 2x, similar mission
APAC HEALTH & WELFARE TRUSTINNot reported $4,619,544$5,097,741 CFO of Trustee$471,582 Similar name, revenue within 2x
WECA HEALTH AND WELFARE TRUSTCAY43 $7,658,733$8,639,524 EXECUTIVE DIRECTOR$185,532 Similar name, revenue within 2x
HAWAII TAPERS HEALTH AND WELFARE TRUST FUNDHINot reported $5,340,889$3,433,317 UNION TRUSTEE$0 Similar name, revenue within 2x, similar mission
GLAZING HEALTH AND WELFARE TRUSTCANot reported $10,461,973$5,307,880 CO-CHAIRMAN/LABOR TRUSTEE$0 Similar name, revenue within 2x
NO CAL TILE IND HEALTH & WELFARE TRUST FUNDCANot reported $9,567,901$11,283,030 TRUSTEE$12,000 Similar name, revenue within 2x, similar mission
LABORERS LOCAL 785 HEALTH & WELFARE TRUSTNYNot reported $5,448,793$4,093,233 TRUSTEE$0 Similar name, revenue within 2x, similar mission
LOCAL UNION 682 HEALTH & WELFARE TRUST FUNDMONot reported $12,839,472$14,831,931 MANAGEMENT TRUSTEE, SECRET$9,000 Similar name, revenue within 2x
DUDEK HEALTH AND WELFARE TRCAY43 $8,651,504$8,434,889 TRUSTEE$0 Similar name, revenue within 2x
NECA HEALTH TRUSTCANot reported $7,309,768$7,167,752 CHAIRMAN$0 Similar name, revenue within 2x
SCCP HEALTH AND WELFARE TRCAY43 $5,485,900$5,715,631 Trustee$0 Similar name, revenue within 2x
HAWAII GLAZIERS HEALTH & WELFARE TRUST FUNDCANot reported $3,565,961$5,406,458 EMPLOYER TRU$0 Similar name, revenue within 2x
WEST CARE HEALTH AND WELFARE BENEFIT TRUSTMTNot reported $7,761,768$8,253,615 Trustee/Plan Administrator$0 Similar name, revenue within 2x
MACHINISTS HEALTH AND WELFARE TRUST FUNDWANot reported $29,941,657$27,994,344 CHAIRMAN$0 Similar name, revenue within 5x, similar mission
MASONS HEALTH AND WELFARE TRUST FUNDHINot reported $15,438,764$14,444,718 LABOR TRUSTEE$0 Similar name, revenue within 5x
THE ERM GROUP HEALTH & WELFARE TRUSTPANot reported $29,217,705$28,439,740 Treasurer$0 Similar name, revenue within 5x
CEM HEALTH AND WELFARE BENEFIT TRUSTNCNot reported $3,476,349$3,773,889 Trustee/Officer$0 Similar name, revenue within 5x
MANTECH HEALTH & WELFARE TRVAY43 $2,378,735$2,287,527 Trustee$0 Similar name, revenue within 5x
IAFF LOCAL 726 HEALTH AND WELFARE TRUSTWAY44 $20,510,461$19,536,853 Trustee$0 Similar name, revenue within 5x
AERC HEALTH AND WELFARE BENEFITS TRUSTCANot reported $2,006,458$2,410,330 TRUSTEE$0 Similar name, revenue within 5x
ABHE & SVOBODA INC HEALTH AND WELFARE TRUSTMNY43 $1,660,074$1,636,417 TRUSTEE$0 Similar name, revenue within 5x
THE HEALTH TRUSTCAE99 $16,515,068$9,960,673 INTERIM CFO (START 07/24)$368,794 Similar name, revenue within 5x
LOCAL 106 HEALTH & WELFARE FUND TRUSTILNot reported $836,917$835,179 TRUSTEE$226,228 Similar name, revenue within 10x, same state, similar mission
AMEREN HEALTH & WELFARE TRUSTMONot 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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
SILICON VALLEY COMMUNITY FOUNDATION $2,812,86216 1DAF sponsor2010–2024 THE HEALTH TRUST
DAVID AND LUCILE PACKARD FOUNDATION $1,450,0005 1Private foundation2011–2016 THE HEALTH TRUST
SOBRATO FAMILY FOUNDATION $768,6509 1Private foundation2020–2024 THE HEALTH TRUST
DONOR ADVISED CHARITABLE GIVING $513,7198 1DAF sponsor2017–2024 THE HEALTH TRUST
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $406,7299 1DAF sponsor2016–2024 THE HEALTH TRUST
APPLIED MATERIALS FOUNDATION $350,0006 1Private foundation2010–2016 THE HEALTH TRUST
AMERICAN ONLINE GIVING FOUNDATION INC $336,16011 2DAF sponsor2019–2025 FMS WELFARE TRUST; THE HEALTH TRUST
FORGOOD INC $202,5535 1DAF sponsor2014–2018 THE HEALTH TRUST
THE MAC AIDS FUND $152,0006 1Private foundation2012–2018 THE HEALTH TRUST
LESLIE FAMILY FOUNDATION $130,0003 1Private foundation2020–2023 THE HEALTH TRUST
AMERICAN ENDOWMENT FOUNDATION $127,6263 1DAF sponsor2016–2022 THE HEALTH TRUST
VANGUARD CHARITABLE ENDOWMENT PROGRAM $112,0004 1DAF sponsor2020–2023 THE HEALTH TRUST
BANK OF AMERICA CHARITABLE FOUNDATION INC $87,83214 1Private foundation2020–2023 THE HEALTH TRUST
TIDES FOUNDATION $75,0001 1DAF sponsor2020–2020 THE HEALTH TRUST
JOHN S AND JAMES L KNIGHT FOUNDATION INC $75,0001 1Private foundation2015–2015 THE HEALTH TRUST

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
LineAs describedTotalProgramManagementFundraisingShare
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$7,997,436100%

View the filing

2023 · Form 990 · $7,806,452 spent · pay $0 · grants $0 · events $2,390
LineAs describedTotalProgramManagementFundraisingShare
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$7,806,452100%

View the filing

2022 · Form 990 · $7,160,680 spent · pay $0 · grants $0 · events $4,064
LineAs describedTotalProgramManagementFundraisingShare
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$7,160,680100%

View the filing

2021 · Form 990 · $8,450,930 spent · pay $0 · grants $0 · events $2,063
LineAs describedTotalProgramManagementFundraisingShare
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$8,450,930100%

View the filing

2020 · Form 990 · $9,227,967 spent · pay $0 · grants $0 · events $1,465
LineAs describedTotalProgramManagementFundraisingShare
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$9,227,967100%

View the filing

2019 · Form 990 · $9,318,696 spent · pay $0 · grants $0 · events $665
LineAs describedTotalProgramManagementFundraisingShare
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$9,318,696100%

View the filing

2018 · Form 990 · $9,839,987 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$9,839,987100%

View the filing

2017 · Form 990 · $9,006,805 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$9,006,805100%

View the filing

2016 · Form 990 · $9,217,156 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$9,217,156100%

View the filing

2015 · Form 990 · $8,424,488 spent · pay $0 · grants $0 · events $12,734
LineAs describedTotalProgramManagementFundraisingShare
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$8,424,488100%

View the filing

2014 · Form 990 · $7,668,187 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$7,668,187100%

View the filing

2013 · Form 990 · $5,914,083 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$5,914,083100%

View the filing

2012 · Form 990 · $5,480,985 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$5,480,985100%

View the filing

2011 · Form 990 · $5,134,817 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$5,134,817100%

View the filing

2010 · Form 990 · $4,235,882 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$4,235,882100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorBOARD OF TRUSTEES HEALTH AND WELFARE TRUST LOCAL NO. 743ILForm 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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