BOILERMAKERS NATIONAL HEALTH & WELFARE FUND
Cite this
Plain text BOILERMAKERS NATIONAL HEALTH & WELFARE FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/boilermakers-national-health-and-welfare-fund-366090694. Retrieved 2026-10-29.
APA furp.org. (n.d.). BOILERMAKERS NATIONAL HEALTH & WELFARE FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/boilermakers-national-health-and-welfare-fund-366090694
MLA “BOILERMAKERS NATIONAL HEALTH & WELFARE FUND.” furp.org, tax years 2010–2024, https://furp.org/org/boilermakers-national-health-and-welfare-fund-366090694. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $224.6M · expenses $192.7M · assets $1.31B
- Also known as
- FUND
- EIN
- 36-6090694
- Address
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- Website
- WWW.BNF-KC.COM
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- June 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
TO PROVIDE HEALTH AND WELFARE BENEFITS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
8 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 |
|---|---|---|---|---|---|
| Mario Rodriquez | CHIEF INVESTMENT OFFICER | 2016-2024 | $574,112 | $3,923,749 | 1 |
| Laura Phelps | CHIEF LEGAL OFFICER | 2023-2024 | $475,673 | $959,190 | 1 |
| Christine King | RETIREMENT PLANS & MANAGING DIRECTOR | 2023-2024 | $463,178 | $939,931 | 1 |
| Bridget Hillebert | FUND EMPLOYEE | 2023-2024 | $256,293 | $525,575 | 1 |
| Cynthia Dekeyser | FUND EMPLOYEE | 2023-2024 | $211,011 | $428,284 | 1 |
| Kathy James | FUND EMPLOYEE | 2023-2024 | $201,955 | $415,144 | 1 |
| Margaret Shriver | FUND EMPLOYEE | 2023-2024 | $174,552 | $358,136 | 1 |
| Lori Jasperson (former) | CHIEF OPERATIONS OFFICER | 2010-2022 | $379,129 | $3,816,493 | 1 |
Officers and directors, no compensation reported
48 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 |
|---|---|---|---|---|---|
| Sheldon Traxler | MANAGEMENT TRUSTEE-VICE CH | 2016-2024 | 0 | $0 reported | 6 |
| John Fultz | SEE SCHEDULE O | 2010-2024 | 0 | $0 reported | 6 |
| Timothy Simmons | SEE SCHEDULE O | 2022-2024 | 0 | $0 reported | 8 |
| Ronnie Traxler | MANAGEMENT TRUSTEE - CHAIR | 2010-2024 | 1 | $0 reported | 4 |
| J Michael Carroll | MANAGEMENT TRUSTEE | 2011-2024 | 0 | $0 reported | 1 |
| Joseph Reynolds | MANAGEMENT TRUSTEE | 2010-2024 | 0 | $0 reported | 1 |
| William Mulconnery | SEE SCHEDULE O | 2017-2024 | 0 | $0 reported | 1 |
| Christopher O'Neill | SEE SCHEDULE O | 2017-2024 | 0 | $0 reported | 1 |
| Anthony Howell | SEE SCHEDULE O | 2018-2024 | 0 | $0 reported | 7 |
| Craig Belfatto | MANAGEMENT TRUSTEE | 2019-2024 | 0 | $0 reported | 2 |
| Aaron Landolt | MANAGEMENT TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| Ed Mcwhorter Iii | MANAGEMENT TRUSTEE | 2020-2024 | 0 | $0 reported | 1 |
| John Valvo | MANAGEMENT TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Timothy Jefferies | SEE SCHEDULE O | 2021-2024 | 0 | $0 reported | 1 |
| Luis Miramontes | SEE SCHEDULE O | 2023-2024 | 0 | $0 reported | 1 |
| Luke Voigt | SEE SCHEDULE O | 2023-2024 | 1 | $0 reported | 1 |
| Scott Ambrose | MANAGEMENT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Byron Carroll | MANAGEMENT TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Daniel Decarlo | SEE SCHEDULE O | 2024 | 1 | $0 reported | 1 |
| Michael Stanton | SEE SCHEDULE O | 2024 | 1 | $0 reported | 2 |
| Patrick Gallagher (former) | SEE SCHEDULE O | 2010-2023 | 1 | $0 reported | 1 |
| Clay Herford (former) | SEE SCHEDULE O | 2011-2023 | 0 | $0 reported | 4 |
| Michael West (former) | SEE SCHEDULE O | 2016-2022 | 0 | $0 reported | 1 |
| Mark Keffeler (former) | SEE SCHEDULE O | 2014-2021 | 0 | $0 reported | 2 |
| Nelson Jordan (former) | MANAGEMENT TRUSTEE-VICE | 2012-2019 | 0 | $0 reported | 1 |
| Mike Dolan (former) | MANAGEMENT TRUSTEE | 2010-2018 | 0 | $0 reported | 1 |
| Larry Mcmanamon (former) | MANAGEMENT TRUSTEE | 2018 | 0 | $0 reported | 1 |
| Jeffrey Hughes (former) | SEE SCHEDULE O | 2016-2017 | 1 | $0 reported | 3 |
| John Cammuso (former) | MANAGEMENT TRUSTEE | 2010-2017 | 0 | $0 reported | 2 |
| John Clark Jr (former) | SEE SCHEDULE O | 2014-2017 | 0 | $0 reported | 1 |
| Joseph Lewandowski (former) | SEE SCHEDULE O | 2016-2017 | 0 | $0 reported | 1 |
| Kenneth Wasilewski (former) | MANAGEMENT TRUSTEE | 2011-2016 | 0 | $0 reported | 3 |
| Tyler Brown (former) | SEE SCHEDULE O | 2011-2015 | 0 | $0 reported | 2 |
| Mark Vandiver (former) | SEE SCHEDULE O | 2010-2015 | 0 | $0 reported | 3 |
| Van Stephens (former) | SEE SCHEDULE O | 2010-2015 | 0 | $0 reported | 2 |
| John Clark (former) | TRUSTEE | 2013 | 0 | $0 reported | 3 |
| Randy B Robbins (former) | TRUSTEE - PAST | 2010-2013 | 0 | $0 reported | 1 |
| James W Banford Jr (former) | TRUSTEE - PAST | 2010-2013 | 0 | $0 reported | 2 |
| Mark Kefeler (former) | TRUSTEE | 2013 | 0 | $0 reported | 1 |
| See Schedule O For Compensation Pai (former) | BY RELATED ORGANIZATION | 2013 | 0 | $0 reported | 1 |
| Steven R Harbison (former) | TRUSTEE | 2010-2011 | 0 | $0 reported | 1 |
| Anthony N Jacobs (former) | TRUSTEE-PAST | 2010-2011 | 1 | $0 reported | 1 |
| Jimmy L Nelson (former) | VICE CHAIRMAN-PAST | 2010-2011 | 0 | $0 reported | 1 |
| Randall W Cruse (former) | TRUSTEE-PAST | 2010-2011 | 0 | $0 reported | 1 |
| Kenenth E Wasilewski (former) | TRUSTEE | 2010 | 1 | $0 reported | 1 |
| Michael J Carroll (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| Ronnie Keck (former) | TRUSTEE - PAST | 2010 | 0 | $0 reported | 1 |
| Fred Merkle (former) | TRUSTEE - PAST | 2010 | 0 | $0 reported | 1 |
People by year
2024 · 27 people listed · 7 paid, $2.4M · 0 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 12 | $135,121 | $288,102 | $150,889 | $574,112 | 1 |
| LAURA PHELPS | CHIEF LEGAL OFFICER | 26 | $220,942 | $121,027 | $133,704 | $475,673 | 1 |
| CHRISTINE KING | RETIREMENT PLANS & MANAGING DIRECTOR | 4 | $33,323 | $299,778 | $130,077 | $463,178 | 1 |
| BRIDGET HILLEBERT | FUND EMPLOYEE | 40 | $178,207 | $534 | $77,552 | $256,293 | 1 |
| CYNTHIA DEKEYSER | FUND EMPLOYEE | 12 | $47,405 | $100,319 | $63,287 | $211,011 | 1 |
| KATHY JAMES | FUND EMPLOYEE | 13 | $46,375 | $89,675 | $65,905 | $201,955 | 1 |
| MARGARET SHRIVER | FUND EMPLOYEE | 3 | $9,540 | $105,899 | $59,113 | $174,552 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH | 0 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| AARON LANDOLT | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN VALVO | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY SIMMONS | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 8 |
| LUIS MIRAMONTES | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| LUKE VOIGT | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT AMBROSE | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BYRON CARROLL | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DANIEL DECARLO | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL STANTON | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 25 people listed · 7 paid, $2.4M · 1 employee · 18 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $107,944 | $308,589 | $160,611 | $577,144 | 1 |
| LAURA PHELPS | CHIEF LEGAL OFFICER | 10 | $221,553 | $118,118 | $143,846 | $483,517 | 1 |
| CHRISTINE KING | RETIREMENT PLANS & MANAGING DIRECTOR | 10 | $34,241 | $302,221 | $140,291 | $476,753 | 1 |
| BRIDGET HILLEBERT | FUND EMPLOYEE | 40 | $180,097 | $174 | $89,011 | $269,282 | 1 |
| CYNTHIA DEKEYSER | FUND EMPLOYEE | 10 | $37,117 | $105,082 | $75,074 | $217,273 | 1 |
| KATHY JAMES | FUND EMPLOYEE | 10 | $46,198 | $89,353 | $77,638 | $213,189 | 1 |
| MARGARET SHRIVER | FUND EMPLOYEE | 10 | $5,864 | $106,735 | $70,985 | $183,584 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH | 0 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| AARON LANDOLT | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN VALVO | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY SIMMONS | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 8 |
| LUIS MIRAMONTES | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| LUKE VOIGT | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 19 people listed · 2 paid, $902K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $95,918 | $276,720 | $150,002 | $522,640 | 1 |
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $98,599 | $191,269 | $89,261 | $379,129 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH | 1 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| AARON LANDOLT | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN VALVO | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY SIMMONS | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 8 |
2021 · 19 people listed · 2 paid, $834K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $97,049 | $188,388 | $137,448 | $422,885 | 1 |
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $82,051 | $233,530 | $95,738 | $411,319 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 0 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CH | 0 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| AARON LANDOLT | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN VALVO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| TIMOTHY JEFFERIES | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 18 people listed · 2 paid, $852K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $103,228 | $199,058 | $125,623 | $427,909 | 1 |
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $80,976 | $254,137 | $89,351 | $424,464 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE-VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| AARON LANDOLT | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ED MCWHORTER III | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN VALVO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2019 · 16 people listed · 2 paid, $817K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $109,048 | $207,420 | $117,915 | $434,383 | 1 |
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $63,564 | $234,315 | $84,607 | $382,486 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE-VICE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 2 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 7 |
| CRAIG BELFATTO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2018 · 17 people listed · 2 paid, $722K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $95,318 | $183,697 | $84,014 | $363,029 | 1 |
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $56,453 | $224,446 | $78,402 | $359,301 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 2 | $0 | $0 | $0 | $0 | 1 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE-VICE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY HOWELL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 7 |
| LARRY MCMANAMON | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 19 people listed · 2 paid, $659K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $50,025 | $209,554 | $75,636 | $335,215 | 1 |
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $70,992 | $171,787 | $80,794 | $323,573 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN FULTZ | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN CAMMUSO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE-VICE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN CLARK JR | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY HUGHES | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 3 |
| JOSEPH LEWANDOWSKI | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MICHAEL WEST | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MULCONNERY | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER O'NEILL | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 18 people listed · 2 paid, $644K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIO RODRIQUEZ | CHIEF INVESTMENT OFFICER | 10 | $50,258 | $211,412 | $75,398 | $337,068 | 1 |
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $63,678 | $162,929 | $80,460 | $307,067 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| KENNETH WASILEWSKI | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| JOHN FULTZ | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN CAMMUSO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE-VICE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN CLARK JR | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
| JEFFREY HUGHES | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 3 |
| JOSEPH LEWANDOWSKI | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 1 |
| SHELDON TRAXLER | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MICHAEL WEST | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 16 people listed · 1 paid, $274K · 0 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | CHIEF OPERATIONS OFFICER | 23 | $84,307 | $100,984 | $88,683 | $273,974 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| KENNETH WASILEWSKI | MANAGEMENT TRUSTEE - VICE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN FULTZ | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 2 | $0 | $0 | $0 | $0 | 1 |
| MARK VANDIVER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 3 |
| JOHN CAMMUSO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN CLARK JR | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| TYLER BROWN | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| VAN STEPHENS | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 4 |
2014 · 16 people listed · 1 paid, $125K · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | LEAD / H&W DIRECTOR | 23 | $88,416 | $0 | $36,402 | $124,818 | 1 |
| RONNIE TRAXLER | MANAGEMENT TRUSTEE - CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 4 |
| KENNETH WASILEWSKI | MANAGEMENT TRUSTEE - VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN FULTZ | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 6 |
| PATRICK GALLAGHER | SEE SCHEDULE O | 2 | $0 | $0 | $0 | $0 | 1 |
| MARK VANDIVER | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN CAMMUSO | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| J MICHAEL CARROLL | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH REYNOLDS | MANAGEMENT TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NELSON JORDAN | MANAGEMENT TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK KEFFELER | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| JOHN CLARK JR | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 1 |
| TYLER BROWN | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 2 |
| VAN STEPHENS | SEE SCHEDULE O | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAY HERFORD | SEE SCHEDULE O | 0 | $0 | $0 | $0 | $0 | 4 |
2013 · 19 people listed · 1 paid, $209K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | H & W DIRECTOR | 70 | $162,570 | $0 | $46,384 | $208,954 | 1 |
| RONNIE L TRAXLER | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| JOHN T FULTZ | SECRETARY | 3 | $0 | $0 | $0 | $0 | 6 |
| KENNETH E WASILEWSKI | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
| NELSON JORDAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDY B ROBBINS | TRUSTEE - PAST | 0 | $0 | $0 | $0 | $0 | 1 |
| VAN G STEPHENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOHN CAMMUSO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH P REYNOLDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W BANFORD JR | TRUSTEE - PAST | 0 | $0 | $0 | $0 | $0 | 2 |
| MARK VANDIVER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| J MICHAEL CARROLL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TYLER BROWN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK GALLAGHER | ASSISTANT SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN CLARK | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| MARK KEFELER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SEE SCHEDULE O FOR COMPENSATION PAI | BY RELATED ORGANIZATION | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 16 people listed · 1 paid, $199K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | H & W DIRECTOR | 40 | $149,942 | $0 | $48,623 | $198,565 | 1 |
| RONNIE L TRAXLER | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| JOHN T FULTZ | SECRETARY | 2 | $0 | $0 | $0 | $0 | 6 |
| KENNETH E WASILEWSKI | VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
| NELSON JORDAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDY B ROBBINS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| VAN G STEPHENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOHN CAMMUSO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH P REYNOLDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W BANFORD JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MARK VANDIVER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| J MICHAEL CARROLL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| TYLER BROWN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PATRICK GALLAGHER | ASSISTANT SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 19 people listed · 1 paid, $191K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | H & W DIRECTOR | 40 | $148,404 | $0 | $42,746 | $191,150 | 1 |
| RONNIE L TRAXLER | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| JOHN T FULTZ | SECRETARY | 2 | $0 | $0 | $0 | $0 | 6 |
| KENNETH E WASILEWSKI | VICE CHAIRMAN/TRUSTEE-PAST | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN R HARBISON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDY B ROBBINS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| VAN G STEPHENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOHN CAMMUSO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH P REYNOLDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W BANFORD JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MARK VANDIVER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| J MICHAEL CARROLL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY N JACOBS | TRUSTEE-PAST | 1 | $0 | $0 | $0 | $0 | 1 |
| JIMMY L NELSON | VICE CHAIRMAN-PAST | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDALL W CRUSE | TRUSTEE-PAST | 0 | $0 | $0 | $0 | $0 | 1 |
| CLAY HERFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| TYLER BROWN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PATRICK GALLAGHER | ASSISTANT SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 19 people listed · 1 paid, $161K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORI JASPERSON | H & W DIRECTOR | 40 | $126,901 | $0 | $34,156 | $161,057 | 1 |
| RONNIE L TRAXLER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN T FULTZ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 6 |
| KENENTH E WASILEWSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN R HARBISON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY N JACOBS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JIMMY L NELSON | VICE-CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE DOLAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDY B ROBBINS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| VAN G STEPHENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOHN CAMMUSO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH P REYNOLDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W BANFORD JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MARK VANDIVER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL J CARROLL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RANDALL W CRUSE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PATRICK M GALLAGHER | ASSISTANT SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| RONNIE KECK | TRUSTEE - PAST | 0 | $0 | $0 | $0 | $0 | 1 |
| FRED MERKLE | TRUSTEE - PAST | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $11.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFILED, CT | ADMINITRATIVE SERVICES | $7,118,236 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, MO | MANAGEMENT SERVICES | $2,020,104 |
| NATIONAL INVESTMENT SERVICES INC | MILWAUKEE, WI | INVESTMENT MANAGER | $826,711 |
| CORBIN CAPITAL PARTNERS LP | NEW YORK, NY | INVESTMENT MANAGER | $625,173 |
| TUCKER ARENSBERG PC | NEW YORK, NY | LEGAL SERVICES | $597,382 |
2023 · 5 contractors · $11.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $7,144,462 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, MO | MANAGEMENT SERVICES | $1,983,226 |
| AMERICAN REALTY ADVISORS | CHICAGO, IL | INVESTMENT MANAGER | $786,291 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $762,947 |
| INVESCO ADVISORS | KANSAS CITY, KS | INVESTMENT MANAGER | $686,284 |
2022 · 5 contractors · $43.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| EXPRESS SCRIPTS | PHOENIX, AZ | ADMINISTRATIVE SERVICES | $33,611,882 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $6,475,059 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, MO | MANAGEMENT SERVICES | $2,190,254 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $771,895 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $741,900 |
2021 · 5 contractors · $45.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| EXPRESS SCRIPTS | PHOENIX, AZ | ADMINISTRATIVE SERVICES | $34,513,775 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $7,144,094 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, MO | MANAGEMENT SERVICES | $2,114,851 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $774,620 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $658,011 |
2020 · 5 contractors · $11.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $7,091,369 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, MO | MANAGEMENT SERVICES | $2,295,151 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $675,544 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $600,837 |
| EXPRESS SCRIPTS | PHOENIX, AZ | ADMINISTRATIVE SERVICES | $567,247 |
2019 · 5 contractors · $12.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $8,021,732 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,297,461 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $725,718 |
| EXPRESS SCRIPTS | PHOENIX, AZ | ADMINISTRATIVE SERVICES | $615,204 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $584,988 |
2018 · 5 contractors · $13.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $9,923,402 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,111,778 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $809,071 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $545,499 |
| AMERICAN CORE REALITY FUND | GLENDALE, CA | INVESTMENT MANAGER | $497,173 |
2017 · 5 contractors · $15.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $11,279,798 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,296,359 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $749,997 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $537,702 |
| AMERICAN CORE REALTY FUND LLC | GLENDALE, CA | INVESTMENT MANAGER | $463,187 |
2016 · 5 contractors · $14.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $10,599,811 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,181,548 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $694,272 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $521,735 |
| AMERICAN CORE REALTY FUND LLC | GLENDALE, CA | INVESTMENT MANAGER | $435,364 |
2015 · 5 contractors · $14.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $10,285,031 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,294,460 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | INVESTMENT MANAGER | $464,488 |
| INVESCO CORE REAL ESTATE | KANSAS CITY, KS | INVESTMENT MANAGER | $459,433 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGER | $453,925 |
2014 · 5 contractors · $13.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTH AND INSURANCE COMPANY | BLOOMFIELD, CT | ADMINISTRATIVE SERVICES | $9,504,896 |
| WILSON-MCSHANE CORPORATION | KANSAS CITY, KS | MANAGEMENT SERVICES | $2,493,020 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT | SAN FRANCISCO, CA | INVESTMENT MANAGER | $614,733 |
| BLAKE & UHLIG PA | KANSAS CITY, KS | PROFESSIONAL SERVICES | $416,665 |
| INVESCO | SAN FRANCISCO, CA | INVESTMENT MANAGER | $358,327 |
2013 · 5 contractors · $12.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CGLIC-CHATTANOONA EASC (CIGNA) | ADMINISTRATIVE SERVICES | $8,104,408 | |
| ZENITH AMERICAN SOLUTIONS | MANAGEMENT SERVICES | $1,817,998 | |
| FIRST EAGLE | INVESTMENT MANAGER | $1,012,862 | |
| WILSON MCSHANE | RECORD KEEPING | $913,200 | |
| CIGNA BEHAVIORAL HEALTH | CLAIMS ADMINISTRATION | $690,238 |
2012 · 5 contractors · $14.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CGLIC-CHATTANOOCG EASC (CIGNA) | HARTFORD, CT | ADMINISTRATIVE SERVICES | $11,192,857 |
| CIGNA BEHAVIORAL HEALTH | EDEN PRAIRIE, MN | CLAIMS ADMINISTRATION | $930,030 |
| WILSON MCSHANE | BLOOMINTON, MN | RECORD KEEPING | $853,274 |
| BLAKE & UHLIG PA | KANSAS CITY, KS | LEGAL | $802,725 |
| BRANDYWINE | PHILADELPHIA, PA | INVESTMENT MANAGER | $570,117 |
2011 · 5 contractors · $12.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CGLIC-CHATTANOOCG EASC (CIGNA) | HARTFORD, CT | ADMINISTRATIVE SERVICES | $9,447,927 |
| CIGNA BEHAVIORAL HEALTH | EDEN PRAIRIE, MN | CLAIMS ADMINISTRATION | $992,227 |
| BLAKE & UHLIG PA | KANSAS CITY, KS | LEGAL | $764,885 |
| BRANDYWINE | PHILADELPHIA, PA | INVESTMENT MANAGER | $524,087 |
| BATTERYMARCH | BOSTON, MA | INVESTMENT MANAGER | $446,254 |
2010 · 5 contractors · $7.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CGLIC-CHATTANOOGA EASC | HARTFORD, CT | HEALTHCARE NETWORK SERVICES | $5,649,589 |
| ASMED HEALTH PARTNERSHIP | FORT LAUDERDALE, FL | CASE MANAGEMENT | $641,740 |
| BLAKE & UHLIG PA | KANSAS CITY, KS | LEGAL | $489,752 |
| EMDEON BUSINESS SERVICES | NASHVILLE, TN | BUSINESS SERVICES | $482,420 |
| THE SEGAL COMPANY | GREENWOOD VILLAGE, CO | BUSINESS SERVICES | $364,040 |
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 | ||||||||
| $224,613,531 | $192,674,975 | $1,313,533,949 | $1,272,580,167 | $0 | $171,719,918 | $389,388 | 0 | 20 |
| 2023 · Form 990 | ||||||||
| $307,756,526 | $191,091,066 | $1,237,021,017 | $1,210,739,442 | $0 | $190,586,480 | $363,740 | 1 | 18 |
| 2022 · Form 990 | ||||||||
| $214,239,032 | $197,065,732 | $1,158,235,747 | $1,130,024,097 | $0 | $193,640,587 | $194,517 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $255,866,207 | $196,388,097 | $1,261,871,691 | $1,233,385,377 | $0 | $196,849,036 | $186,399 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $237,417,302 | $207,714,305 | $1,150,310,490 | $1,132,782,705 | $0 | $177,681,267 | $184,204 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $272,257,441 | $228,575,990 | $1,149,045,769 | $1,070,876,101 | $0 | $230,555,638 | $172,612 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $272,257,441 | $228,575,990 | $1,149,045,769 | $1,070,876,101 | $0 | $230,555,638 | $172,612 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $272,257,441 | $228,575,990 | $1,149,045,769 | $1,070,876,101 | $0 | $230,555,638 | $172,612 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $266,628,139 | $242,099,493 | $995,685,760 | $946,611,536 | $0 | $242,675,607 | $151,771 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $266,628,139 | $242,099,493 | $995,685,760 | $946,611,536 | $0 | $242,675,607 | $151,771 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $262,889,556 | $246,793,482 | $1,009,425,985 | $954,248,668 | $0 | $241,237,119 | $121,017 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $304,676,378 | $255,073,911 | $955,180,857 | $877,825,198 | $0 | $251,218,440 | $63,678 | 0 | 15 |
| 2015 · Form 990 | ||||||||
| $291,867,494 | $255,857,263 | $923,282,168 | $831,950,993 | $0 | $262,885,883 | $108,944 | 0 | 16 |
| 2015 · Form 990 | ||||||||
| $291,867,494 | $255,857,263 | $923,282,168 | $831,950,993 | $0 | $262,885,883 | $108,944 | 0 | 16 |
| 2014 · Form 990 | ||||||||
| $292,574,988 | $80,282,841 | $896,819,649 | $825,696,788 | $0 | $277,896,183 | $88,416 | 0 | 15 |
| 2013 · Form 990 | ||||||||
| $266,185,967 | $255,113,455 | $859,040,618 | $595,800,794 | $0 | $247,424,076 | $162,570 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $266,736,766 | $231,108,534 | $805,024,745 | $576,657,246 | $0 | $246,710,260 | $149,942 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $355,690,979 | $261,838,622 | $771,953,750 | $501,980,590 | $0 | $291,503,477 | $148,404 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $330,139,113 | $267,180,214 | $728,543,148 | $448,451,081 | $0 | $295,917,540 | $126,901 | 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.
- MOBILIZATION OPTIMIZATION STABILIZATION AND TRAINING Kansas City, MO · 4 people in common (Craig Belfatto, John Fultz, Sheldon Traxler)
- INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS Kansas City, MO · 3 people in common (Anthony Howell, John Fultz, Timothy Simmons)
- BOILERMAKERS NATIONAL APPRENTICE SHIP FUND Kansas City, MO · 3 people in common (John Fultz, Ronnie Traxler, Sheldon Traxler)
- BOILERMAKERS NORTHEAST AREA APPRENTICESHIP TRUST East Hartford, CT · 3 people in common (John Fultz, John Valvo, Michael Stanton)
- COMMON ARC Geneva, IL · 3 people in common (John Fultz, Sheldon Traxler, Timothy Simmons)
- CENTER FOR MILITARY RECRUITMENT ASSESSMENT AND VETERANS EMPLOYMENT Washington, DC · 2 people in common (Ronnie Traxler, Timothy Simmons)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Washington, DC · 1 person in common (Timothy Simmons)
- UNION SPORTSMENS ALLIANCE Spring Hill, TN · 1 person in common (Timothy Simmons)
- INTERNATIONAL BROTHERHOOD OF BOILMAKERS & IRON BUILDERS BLACKSM Slidell, LA · 1 person in common (Anthony Howell)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORG Washington, DC · 1 person in common (Timothy Simmons)
- NATIONAL ASSOCIATION OF CONSTRUCTION BOILERMAKER EMPLOYERS Rhineland, MO · 1 person in common (Sheldon Traxler)
- CONSTRUCTION LABOR RESEARCH COUNCIL Knoxville, TN · 1 person in common (Ronnie Traxler)
- BOILERMAKERS ASSOCIATION OF GREATER Brooklyn, NY · 1 person in common (Sheldon Traxler)
- INTERNATIONAL BROTHERHOOD OF Slidell, LA · 1 person in common (Anthony Howell)
- INTERNATIONAL BROTHERHOOD OF BOILER MAKERS IRON SHIP BUILDERS BLACKSMI Slidell, LA · 1 person in common (Anthony Howell)
- INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS Slidell, LA · 1 person in common (Anthony Howell)
- INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS Slidell, LA · 1 person in common (Anthony Howell)
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 |
|---|---|---|---|---|---|---|---|
| IATSE NATIONAL HEALTH & WELFARE FUND | NY | Not reported | $412,585,938 | $405,783,009 | EXECUTIVE DIRECTOR | $468,129 | Similar name, revenue within 2x |
| UFCW NATIONAL HEALTH AND WELFARE FUND | NJ | Not reported | $157,657,277 | $166,337,792 | FUND ADMINISTRATOR | $374,400 | Similar name, revenue within 2x |
| LABORERS NATIONAL HEALTH AND WELFARE FUND | DC | Not reported | $36,639,894 | $34,413,374 | TRUSTEE, CO-CHAIRMAN | $919,684 | Similar name, revenue within 10x |
| BOILERMAKERS-154 WELFARE FUND | MN | Not reported | $1,846,103 | $1,627,871 | TRUSTEE | $199,947 | Similar name, revenue differs more than 10x, same state |
| BAKERS HEALTH AND WELFARE FUND | CA | Not reported | $13,779,824 | $13,654,472 | Chair | $0 | Similar name, revenue differs more than 10x, similar mission |
| BOILERMAKERS WELFARE FUND | NY | Not reported | $487,581 | $200,122 | EMPLOYER TRUSTE | $0 | Similar name, revenue differs more than 10x |
| HAWAII BOILERMAKERS-204 HEALTH AND WELFARE FUND | HI | Not reported | $16,941 | $26,397 | CHAIRMAN | $0 | Similar name, revenue differs more than 10x |
| BOILERMAKERS LOCAL 83 SUPPLEMENTAL HEALTH AND WELFARE FUND | MO | Y43 | $917,427 | $835,522 | EMPLOYER TRU | $0 | Similar name, revenue differs more than 10x |
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 · $192,674,975 spent · pay $1,981,450 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $181,585,996 | - | - | - | 94.2% | |
| Fees: investment management | $5,279,614 | - | - | - | 2.7% | |
| Fees: management | $1,721,799 | - | - | - | 0.9% | |
| Pension plan contributions | $694,546 | - | - | - | 0.4% | |
| Other salaries and wages | $572,899 | - | - | - | 0.3% | |
| Fees: legal | $502,712 | - | - | - | 0.3% | |
| Fees: accounting | $411,471 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $389,388 | - | - | - | 0.2% | |
| Office expenses | $313,367 | - | - | - | 0.2% | |
| Other employee benefits | $295,695 | - | - | - | 0.2% | |
| Insurance | $256,751 | - | - | - | 0.1% | |
| Fees: other services | $245,210 | - | - | - | 0.1% | |
| Information technology | $171,055 | - | - | - | 0.1% | |
| Occupancy | $118,271 | - | - | - | 0.1% | |
| Travel | $53,156 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $34,103 | - | - | - | 0.0% | |
| Payroll taxes | $28,922 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $20 | - | - | - | 0.0% |
| Total | $192,674,975 | 100% |
2023 · Form 990 · $191,091,066 spent · pay $1,849,696 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $180,025,737 | - | - | - | 94.2% | |
| Fees: investment management | $5,806,731 | - | - | - | 3.0% | |
| Fees: management | $1,732,109 | - | - | - | 0.9% | |
| Pension plan contributions | $615,271 | - | - | - | 0.3% | |
| Other salaries and wages | $469,462 | - | - | - | 0.2% | |
| Other employee benefits | $383,849 | - | - | - | 0.2% | |
| Fees: accounting | $380,039 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $363,740 | - | - | - | 0.2% | |
| Office expenses | $300,482 | - | - | - | 0.2% | |
| Fees: legal | $229,962 | - | - | - | 0.1% | |
| Insurance | $208,493 | - | - | - | 0.1% | |
| Fees: other services | $202,569 | - | - | - | 0.1% | |
| Information technology | $166,765 | - | - | - | 0.1% | |
| Occupancy | $103,537 | - | - | - | 0.1% | |
| Travel | $59,115 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $25,830 | - | - | - | 0.0% | |
| Payroll taxes | $17,374 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $1 | - | - | - | 0.0% |
| Total | $191,091,066 | 100% |
2022 · Form 990 · $197,065,732 spent · pay $1,469,487 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $186,702,048 | - | - | - | 94.7% | |
| Fees: investment management | $5,533,113 | - | - | - | 2.8% | |
| Fees: management | $1,768,500 | - | - | - | 0.9% | |
| Other salaries and wages | $500,931 | - | - | - | 0.3% | |
| Pension plan contributions | $473,205 | - | - | - | 0.2% | |
| Fees: accounting | $360,115 | - | - | - | 0.2% | |
| Office expenses | $296,345 | - | - | - | 0.2% | |
| Other employee benefits | $279,737 | - | - | - | 0.1% | |
| Fees: other services | $261,091 | - | - | - | 0.1% | |
| Fees: legal | $252,546 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $194,517 | - | - | - | 0.1% | |
| Insurance | $155,206 | - | - | - | 0.1% | |
| Information technology | $104,103 | - | - | - | 0.1% | |
| Occupancy | $84,580 | - | - | - | 0.0% | |
| Travel | $66,958 | - | - | - | 0.0% | |
| Payroll taxes | $21,097 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $11,620 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $20 | - | - | - | 0.0% |
| Total | $197,065,732 | 100% |
2021 · Form 990 · $196,388,097 spent · pay $1,526,726 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $186,129,358 | - | - | - | 94.8% | |
| Fees: investment management | $5,651,001 | - | - | - | 2.9% | |
| Fees: management | $1,862,958 | - | - | - | 0.9% | |
| Other salaries and wages | $625,220 | - | - | - | 0.3% | |
| Pension plan contributions | $517,757 | - | - | - | 0.3% | |
| Fees: accounting | $392,196 | - | - | - | 0.2% | |
| Office expenses | $235,453 | - | - | - | 0.1% | |
| Fees: other services | $211,964 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $186,399 | - | - | - | 0.1% | |
| Other employee benefits | $172,999 | - | - | - | 0.1% | |
| Insurance | $102,628 | - | - | - | 0.1% | |
| Occupancy | $100,802 | - | - | - | 0.1% | |
| Information technology | $72,663 | - | - | - | 0.0% | |
| Fees: legal | $53,770 | - | - | - | 0.0% | |
| Travel | $42,559 | - | - | - | 0.0% | |
| Payroll taxes | $24,351 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $6,006 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $13 | - | - | - | 0.0% |
| Total | $196,388,097 | 100% |
2020 · Form 990 · $207,714,305 spent · pay $1,461,203 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $197,761,165 | - | - | - | 95.2% | |
| Fees: investment management | $5,150,240 | - | - | - | 2.5% | |
| Fees: management | $1,841,916 | - | - | - | 0.9% | |
| Other salaries and wages | $606,237 | - | - | - | 0.3% | |
| Pension plan contributions | $501,575 | - | - | - | 0.2% | |
| Fees: accounting | $377,214 | - | - | - | 0.2% | |
| Fees: legal | $354,743 | - | - | - | 0.2% | |
| Office expenses | $307,853 | - | - | - | 0.1% | |
| Fees: other services | $211,538 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $184,204 | - | - | - | 0.1% | |
| Other employee benefits | $137,655 | - | - | - | 0.1% | |
| Insurance | $106,197 | - | - | - | 0.1% | |
| Occupancy | $60,946 | - | - | - | 0.0% | |
| Information technology | $51,071 | - | - | - | 0.0% | |
| Payroll taxes | $31,532 | - | - | - | 0.0% | |
| Travel | $20,380 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $9,797 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $42 | - | - | - | 0.0% |
| Total | $207,714,305 | 100% |
2019 · Form 990 · $228,575,990 spent · pay $1,373,969 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $218,975,532 | - | - | - | 95.8% | |
| Fees: investment management | $4,866,324 | - | - | - | 2.1% | |
| Fees: management | $1,864,300 | - | - | - | 0.8% | |
| Other salaries and wages | $620,131 | - | - | - | 0.3% | |
| Fees: accounting | $377,649 | - | - | - | 0.2% | |
| Fees: legal | $290,495 | - | - | - | 0.1% | |
| Pension plan contributions | $278,449 | - | - | - | 0.1% | |
| Fees: other services | $273,780 | - | - | - | 0.1% | |
| Other employee benefits | $243,330 | - | - | - | 0.1% | |
| Office expenses | $229,172 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $172,612 | - | - | - | 0.1% | |
| Insurance | $84,770 | - | - | - | 0.0% | |
| Travel | $76,845 | - | - | - | 0.0% | |
| Payroll taxes | $59,447 | - | - | - | 0.0% | |
| Information technology | $58,240 | - | - | - | 0.0% | |
| Occupancy | $55,105 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $49,694 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $115 | - | - | - | 0.0% |
| Total | $228,575,990 | 100% |
2018 · Form 990 · $242,099,493 spent · pay $1,072,382 · grants $0 · events $41,746
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $233,374,017 | - | - | - | 96.4% | |
| Fees: investment management | $4,397,975 | - | - | - | 1.8% | |
| Fees: management | $1,858,949 | - | - | - | 0.8% | |
| Other salaries and wages | $479,352 | - | - | - | 0.2% | |
| Fees: accounting | $381,216 | - | - | - | 0.2% | |
| Fees: legal | $305,669 | - | - | - | 0.1% | |
| Fees: other services | $235,561 | - | - | - | 0.1% | |
| Pension plan contributions | $202,141 | - | - | - | 0.1% | |
| Other employee benefits | $188,104 | - | - | - | 0.1% | |
| Office expenses | $173,557 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $151,771 | - | - | - | 0.1% | |
| Insurance | $78,482 | - | - | - | 0.0% | |
| Information technology | $64,599 | - | - | - | 0.0% | |
| Travel | $61,977 | - | - | - | 0.0% | |
| Occupancy | $53,261 | - | - | - | 0.0% | |
| Payroll taxes | $51,014 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $41,746 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $102 | - | - | - | 0.0% |
| Total | $242,099,493 | 100% |
2017 · Form 990 · $246,793,482 spent · pay $899,536 · grants $0 · events $25,578
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $238,305,227 | - | - | - | 96.6% | |
| Fees: investment management | $3,681,793 | - | - | - | 1.5% | |
| Fees: management | $1,825,662 | - | - | - | 0.7% | |
| Fees: accounting | $1,002,970 | - | - | - | 0.4% | |
| Other salaries and wages | $406,904 | - | - | - | 0.2% | |
| Fees: legal | $306,223 | - | - | - | 0.1% | |
| Fees: other services | $274,291 | - | - | - | 0.1% | |
| Office expenses | $226,035 | - | - | - | 0.1% | |
| Pension plan contributions | $180,461 | - | - | - | 0.1% | |
| Other employee benefits | $146,126 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $121,017 | - | - | - | 0.0% | |
| Insurance | $77,325 | - | - | - | 0.0% | |
| Travel | $67,781 | - | - | - | 0.0% | |
| Information technology | $58,049 | - | - | - | 0.0% | |
| Payroll taxes | $45,028 | - | - | - | 0.0% | |
| Occupancy | $42,987 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $25,578 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $25 | - | - | - | 0.0% |
| Total | $246,793,482 | 100% |
2016 · Form 990 · $255,073,911 spent · pay $851,370 · grants $0 · events $51,169
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $246,190,945 | - | - | - | 96.5% | |
| Fees: investment management | $3,603,833 | - | - | - | 1.4% | |
| Fees: management | $1,830,177 | - | - | - | 0.7% | |
| Other (as described) | TRANSITIONAL REINSURANC | $1,123,956 | - | - | - | 0.4% |
| Other salaries and wages | $416,133 | - | - | - | 0.2% | |
| Fees: accounting | $371,800 | - | - | - | 0.1% | |
| Fees: legal | $330,783 | - | - | - | 0.1% | |
| Fees: other services | $315,390 | - | - | - | 0.1% | |
| Pension plan contributions | $170,766 | - | - | - | 0.1% | |
| Other employee benefits | $158,264 | - | - | - | 0.1% | |
| Office expenses | $137,205 | - | - | - | 0.1% | |
| Travel | $89,381 | - | - | - | 0.0% | |
| Insurance | $81,140 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $63,678 | - | - | - | 0.0% | |
| Information technology | $56,717 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $51,169 | - | - | - | 0.0% | |
| Payroll taxes | $42,529 | - | - | - | 0.0% | |
| Occupancy | $39,446 | - | - | - | 0.0% | |
| Other (as described) | JOINT COMMITTEE ON ADMI | $599 | - | - | - | 0.0% |
| Total | $255,073,911 | 100% |
2015 · Form 990 · $255,857,263 spent · pay $804,588 · grants $0 · events $25,921
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $246,667,369 | - | - | - | 96.4% | |
| Fees: investment management | $3,282,634 | - | - | - | 1.3% | |
| Fees: other services | $2,238,280 | - | - | - | 0.9% | |
| Other (as described) | TRANSITIONAL REINSURANC | $1,839,470 | - | - | - | 0.7% |
| Fees: accounting | $315,400 | - | - | - | 0.1% | |
| Fees: legal | $314,571 | - | - | - | 0.1% | |
| Other salaries and wages | $313,283 | - | - | - | 0.1% | |
| Other employee benefits | $192,866 | - | - | - | 0.1% | |
| Pension plan contributions | $149,449 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $108,944 | - | - | - | 0.0% | |
| Insurance | $103,992 | - | - | - | 0.0% | |
| Office expenses | $95,739 | - | - | - | 0.0% | |
| Travel | $86,606 | - | - | - | 0.0% | |
| Information technology | $52,262 | - | - | - | 0.0% | |
| Payroll taxes | $40,046 | - | - | - | 0.0% | |
| Occupancy | $30,431 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $25,921 | - | - | - | 0.0% | |
| Total | $255,857,263 | 100% |
2014 · Form 990 · $80,282,841 spent · pay $1,188,081 · grants $0 · events $32,394
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $70,237,085 | - | - | - | 87.5% | |
| Other (as described) | TRANSITIONAL REINSURANC | $2,796,192 | - | - | - | 3.5% |
| Fees: investment management | $2,216,409 | - | - | - | 2.8% | |
| Fees: management | $2,209,730 | - | - | - | 2.8% | |
| Other salaries and wages | $602,514 | - | - | - | 0.8% | |
| Fees: legal | $431,579 | - | - | - | 0.5% | |
| Fees: accounting | $368,255 | - | - | - | 0.5% | |
| Other employee benefits | $339,722 | - | - | - | 0.4% | |
| Fees: other services | $311,660 | - | - | - | 0.4% | |
| Pension plan contributions | $194,164 | - | - | - | 0.2% | |
| Office expenses | $184,168 | - | - | - | 0.2% | |
| Insurance | $130,385 | - | - | - | 0.2% | |
| Travel | $83,716 | - | - | - | 0.1% | |
| Information technology | $52,128 | - | - | - | 0.1% | |
| Payroll taxes | $51,681 | - | - | - | 0.1% | |
| Occupancy | $41,059 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $32,394 | - | - | - | 0.0% | |
| Total | $80,282,841 | 100% |
2013 · Form 990 · $255,113,455 spent · pay $1,470,120 · grants $0 · events $35,250
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $236,593,566 | - | - | - | 92.7% | |
| Fees: other services | $10,904,599 | - | - | - | 4.3% | |
| Fees: investment management | $3,175,776 | - | - | - | 1.2% | |
| Fees: management | $1,204,375 | - | - | - | 0.5% | |
| Other salaries and wages | $767,826 | - | - | - | 0.3% | |
| Fees: legal | $590,480 | - | - | - | 0.2% | |
| Fees: accounting | $561,798 | - | - | - | 0.2% | |
| Other employee benefits | $395,014 | - | - | - | 0.2% | |
| Pension plan contributions | $245,043 | - | - | - | 0.1% | |
| Office expenses | $203,995 | - | - | - | 0.1% | |
| Insurance | $124,073 | - | - | - | 0.0% | |
| Information technology | $105,197 | - | - | - | 0.0% | |
| Travel | $77,922 | - | - | - | 0.0% | |
| Occupancy | $66,304 | - | - | - | 0.0% | |
| Payroll taxes | $62,237 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $35,250 | - | - | - | 0.0% | |
| Total | $255,113,455 | 100% |
2012 · Form 990 · $231,108,534 spent · pay $2,369,122 · grants $0 · events $36,365
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $206,783,266 | - | - | - | 89.5% | |
| Fees: other services | $13,208,946 | - | - | - | 5.7% | |
| Fees: investment management | $2,739,703 | - | - | - | 1.2% | |
| Other (as described) | LOSS ON DISPOSAL OF FIX | $2,553,747 | - | - | - | 1.1% |
| Other salaries and wages | $1,563,622 | - | - | - | 0.7% | |
| Fees: management | $1,480,295 | - | - | - | 0.6% | |
| Fees: legal | $832,977 | - | - | - | 0.4% | |
| Office expenses | $395,825 | - | - | - | 0.2% | |
| Pension plan contributions | $371,721 | - | - | - | 0.2% | |
| Other employee benefits | $303,044 | - | - | - | 0.1% | |
| Fees: accounting | $278,969 | - | - | - | 0.1% | |
| Information technology | $135,872 | - | - | - | 0.1% | |
| Payroll taxes | $130,735 | - | - | - | 0.1% | |
| Occupancy | $112,232 | - | - | - | 0.0% | |
| Insurance | $110,335 | - | - | - | 0.0% | |
| Travel | $70,390 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $36,365 | - | - | - | 0.0% | |
| Interest | $490 | - | - | - | 0.0% | |
| Total | $231,108,534 | 100% |
2011 · Form 990 · $261,838,622 spent · pay $6,381,258 · grants $0 · events $51,027
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $240,143,096 | - | - | - | 91.7% | |
| Fees: other services | $10,258,659 | - | - | - | 3.9% | |
| Other salaries and wages | $4,503,477 | - | - | - | 1.7% | |
| Fees: investment management | $2,302,611 | - | - | - | 0.9% | |
| Fees: legal | $839,720 | - | - | - | 0.3% | |
| Pension plan contributions | $804,864 | - | - | - | 0.3% | |
| Office expenses | $708,020 | - | - | - | 0.3% | |
| Other employee benefits | $692,558 | - | - | - | 0.3% | |
| Information technology | $500,076 | - | - | - | 0.2% | |
| Payroll taxes | $380,359 | - | - | - | 0.1% | |
| Occupancy | $319,995 | - | - | - | 0.1% | |
| Fees: accounting | $142,429 | - | - | - | 0.1% | |
| Insurance | $104,348 | - | - | - | 0.0% | |
| Travel | $87,323 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $51,027 | - | - | - | 0.0% | |
| Interest | $60 | - | - | - | 0.0% | |
| Total | $261,838,622 | 100% |
2010 · Form 990 · $267,180,214 spent · pay $8,221,071 · grants $0 · events $54,926
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $251,645,412 | - | - | - | 94.2% | |
| Other salaries and wages | $5,733,245 | - | - | - | 2.1% | |
| Fees: investment management | $2,106,633 | - | - | - | 0.8% | |
| Fees: other services | $1,806,509 | - | - | - | 0.7% | |
| Office expenses | $1,323,121 | - | - | - | 0.5% | |
| Other employee benefits | $998,716 | - | - | - | 0.4% | |
| Pension plan contributions | $984,598 | - | - | - | 0.4% | |
| Information technology | $796,862 | - | - | - | 0.3% | |
| Fees: legal | $560,408 | - | - | - | 0.2% | |
| Payroll taxes | $504,512 | - | - | - | 0.2% | |
| Occupancy | $334,654 | - | - | - | 0.1% | |
| Fees: accounting | $134,772 | - | - | - | 0.1% | |
| Insurance | $106,892 | - | - | - | 0.0% | |
| Travel | $80,624 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $54,926 | - | - | - | 0.0% | |
| Depreciation and depletion | $7,991 | - | - | - | 0.0% | |
| Interest | $339 | - | - | - | 0.0% | |
| Total | $267,180,214 | 100% |
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