MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND
Cite this
Plain text MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/middletown-works-hourly-and-salaried-union-retirees-health-care-fund-367485085. Retrieved 2026-10-25.
APA furp.org. (n.d.). MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 25, 2026, from https://furp.org/org/middletown-works-hourly-and-salaried-union-retirees-health-care-fund-367485085
MLA “MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND.” furp.org, tax years 2010–2025, https://furp.org/org/middletown-works-hourly-and-salaried-union-retirees-health-care-fund-367485085. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $52.7M · expenses $97.7M · assets $671.3M
- Also known as
- UNION RETIREES HEALTH CARE FUND
- EIN
- 36-7485085
- Address
- CO WPAS INC 1201 CRAWFORD STREET, MIDDLETOWN, OH 45044-0000
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- April 2009 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
11 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 |
|---|---|---|---|---|---|
| Roger Mcclow | TRUSTEE | 2010-2025 | $37,500 | $510,750 | 1 |
| Brian Daley | TRUSTEE | 2010-2025 | $24,340 | $202,980 | 1 |
| Michael Bailey | CHAIRMAN | 2013-2025 | $29,340 | $182,855 | 1 |
| Francis J Martorana | CO-CHAIRMAN | 2022-2025 | $40,000 | $135,250 | 1 |
| Michael Stephenson | TRUSTEE | 2022-2025 | $24,340 | $77,030 | 1 |
| Jay Youngdahl (former) | TRUSTEE | 2010-2021 | $31,000 | $363,000 | 1 |
| Roger Minor (former) | TRUSTEE | 2015-2021 | $10,550 | $64,322 | 1 |
| Ronnie Banks (former) | TRUSTEE-PAST | 2010-2015 | $5,833 | $58,333 | 1 |
| Stephen Lawson (former) | TRUSTEE-PAST | 2010-2013 | $0 | $25,000 | 1 |
| Jay Youngdahl Resigned (former) | TRUSTEE | 2022 | $8,500 | $8,500 | 1 |
| Roger Minor Resigned (former) | TRUSTEE | 2022 | $2,375 | $2,375 | 1 |
People by year
2025 · 5 people listed · 5 paid, $156K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANCIS J MARTORANA | CO-CHAIRMAN | 12 | $40,000 | $0 | $0 | $40,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 10 | $37,500 | $0 | $0 | $37,500 | 1 |
| MICHAEL BAILEY | CHAIRMAN | 12 | $29,340 | $0 | $0 | $29,340 | 1 |
| BRIAN DALEY | TRUSTEE | 10 | $24,340 | $0 | $0 | $24,340 | 1 |
| MICHAEL STEPHENSON | TRUSTEE | 10 | $24,340 | $0 | $0 | $24,340 | 1 |
2024 · 5 people listed · 5 paid, $148K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANCIS J MARTORANA | CO-CHAIRMAN | 12 | $38,000 | $0 | $0 | $38,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 10 | $35,500 | $0 | $0 | $35,500 | 1 |
| MICHAEL BAILEY | CHAIRMAN | 12 | $28,000 | $0 | $0 | $28,000 | 1 |
| BRIAN DALEY | TRUSTEE | 10 | $23,000 | $0 | $0 | $23,000 | 1 |
| MICHAEL STEPHENSON | TRUSTEE | 10 | $23,000 | $0 | $0 | $23,000 | 1 |
2023 · 5 people listed · 5 paid, $146K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MCCLOW | TRUSTEE | 10 | $39,250 | $0 | $0 | $39,250 | 1 |
| FRANCIS J MARTORANA | CO-CHAIRMAN | 12 | $38,750 | $0 | $0 | $38,750 | 1 |
| MICHAEL BAILEY | CHAIRMAN | 12 | $25,140 | $0 | $0 | $25,140 | 1 |
| BRIAN DALEY | TRUSTEE | 10 | $21,515 | $0 | $0 | $21,515 | 1 |
| MICHAEL STEPHENSON | TRUSTEE | 10 | $21,515 | $0 | $0 | $21,515 | 1 |
2022 · 7 people listed · 7 paid, $98K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MCCLOW | CHAIRMAN | 12 | $36,500 | $0 | $0 | $36,500 | 1 |
| FRANCIS MARTORANA | TRUSTEE | 10 | $18,500 | $0 | $0 | $18,500 | 1 |
| MICHAEL BAILEY | CO-CHAIRMAN | 12 | $12,850 | $0 | $0 | $12,850 | 1 |
| BRIAN DALEY | TRUSTEE | 10 | $10,850 | $0 | $0 | $10,850 | 1 |
| JAY YOUNGDAHL RESIGNED | TRUSTEE | 10 | $8,500 | $0 | $0 | $8,500 | 1 |
| MICHAEL STEPHENSON | TRUSTEE | 10 | $8,175 | $0 | $0 | $8,175 | 1 |
| ROGER MINOR RESIGNED | TRUSTEE | 8 | $2,375 | $0 | $0 | $2,375 | 1 |
2021 · 5 people listed · 5 paid, $100K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MCCLOW | CHAIRMAN | 8 | $35,500 | $0 | $0 | $35,500 | 1 |
| JAY YOUNGDAHL | TRUSTEE | 8 | $31,000 | $0 | $0 | $31,000 | 1 |
| MICHAEL BAILEY | CO-CHAIRMAN | 8 | $12,550 | $0 | $0 | $12,550 | 1 |
| BRIAN DALEY | TRUSTEE | 8 | $10,550 | $0 | $0 | $10,550 | 1 |
| ROGER MINOR | TRUSTEE | 8 | $10,550 | $0 | $0 | $10,550 | 1 |
2020 · 5 people listed · 5 paid, $98K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger McClow | Chairman | 8 | $34,000 | $0 | $0 | $34,000 | 1 |
| Jay Youngdahl | Trustee | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| Michael Bailey | Co-Chairman | 8 | $11,600 | $0 | $0 | $11,600 | 1 |
| Brian Daley | Trustee | 8 | $10,600 | $0 | $0 | $10,600 | 1 |
| Roger Minor | Trustee | 8 | $10,100 | $0 | $0 | $10,100 | 1 |
2019 · 5 people listed · 5 paid, $92K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger McClow | Co-Chair | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| Jay Youngdahl | Trustee | 8 | $30,000 | $0 | $0 | $30,000 | 1 |
| Brian Daley | Chair | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
| Roger Minor | Trustee | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| Michael Bailey | Trustee | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
2018 · 5 people listed · 5 paid, $92K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger McClow | Co-Chair | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| Jay Youngdahl | Trustee | 8 | $30,000 | $0 | $0 | $30,000 | 1 |
| Brian Daley | Chair | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
| Roger Minor | Trustee | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| Michael Bailey | Trustee | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
2017 · 5 people listed · 5 paid, $92K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MCCLOW | CO-CHAIR | 8 | $31,000 | $0 | $0 | $31,000 | 1 |
| JAY YOUNGDAHL | TRUSTEE | 8 | $31,000 | $0 | $0 | $31,000 | 1 |
| BRIAN DALEY | CHAIR | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
| ROGER MINOR | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| MICHAEL BAILEY | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
2016 · 5 people listed · 5 paid, $72K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | CHAIR | 8 | $24,000 | $0 | $0 | $24,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $22,500 | $0 | $0 | $22,500 | 1 |
| ROGER MINOR | TRUSTEE | 8 | $9,875 | $0 | $0 | $9,875 | 1 |
| BRIAN DALEY | CO-CHAIR | 8 | $8,875 | $0 | $0 | $8,875 | 1 |
| MICHAEL BAILEY | TRUSTEE | 8 | $7,125 | $0 | $0 | $7,125 | 1 |
2015 · 6 people listed · 6 paid, $94K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | CHAIR | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $30,000 | $0 | $0 | $30,000 | 1 |
| BRIAN DALEY | CO-CHAIR | 8 | $11,250 | $0 | $0 | $11,250 | 1 |
| MICHAEL BAILEY | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| RONNIE BANKS | TRUSTEE-PAST | 8 | $5,833 | $0 | $0 | $5,833 | 1 |
| ROGER MINOR | TRUSTEE | 8 | $5,297 | $0 | $0 | $5,297 | 1 |
2014 · 5 people listed · 5 paid, $112K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | CHAIR | 8 | $38,750 | $0 | $0 | $38,750 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $36,250 | $0 | $0 | $36,250 | 1 |
| BRIAN DALEY | CO-CHAIR | 8 | $13,000 | $0 | $0 | $13,000 | 1 |
| RONNIE BANKS | TRUSTEE | 8 | $12,500 | $0 | $0 | $12,500 | 1 |
| MICHAEL BAILEY | TRUSTEE | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
2013 · 6 people listed · 5 paid, $90K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | TRUSTEE | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $30,000 | $0 | $0 | $30,000 | 1 |
| RONNIE BANKS | TRUSTEE | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
| BRIAN DALEY | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| MICHAEL BAILEY | TRUSTEE | 8 | $6,750 | $0 | $0 | $6,750 | 1 |
| STEPHEN LAWSON | TRUSTEE-PAST | 8 | $0 | $0 | $0 | $0 | 1 |
2012 · 5 people listed · 5 paid, $92K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | TRUSTEE | 8 | $32,000 | $0 | $0 | $32,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $30,000 | $0 | $0 | $30,000 | 1 |
| RONNIE BANKS | TRUSTEE | 8 | $11,500 | $0 | $0 | $11,500 | 1 |
| BRIAN DALEY | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
| STEPHEN LAWSON | TRUSTEE | 8 | $9,500 | $0 | $0 | $9,500 | 1 |
2011 · 5 people listed · 5 paid, $73K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | TRUSTEE | 8 | $25,250 | $0 | $0 | $25,250 | 1 |
| ROGER MCCLOW | TRUSTEE | 8 | $23,750 | $0 | $0 | $23,750 | 1 |
| RONNIE BANKS | TRUSTEE | 8 | $9,125 | $0 | $0 | $9,125 | 1 |
| BRIAN DALEY | TRUSTEE | 8 | $7,625 | $0 | $0 | $7,625 | 1 |
| STEPHEN LAWSON | TRUSTEE | 8 | $7,625 | $0 | $0 | $7,625 | 1 |
2010 · 5 people listed · 5 paid, $74K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAY YOUNGDAHL | TRUSTEE | 5 | $25,000 | $0 | $0 | $25,000 | 1 |
| ROGER MCCLOW | TRUSTEE | 5 | $25,000 | $0 | $0 | $25,000 | 1 |
| RONNIE BANKS | TRUSTEE | 5 | $7,875 | $0 | $0 | $7,875 | 1 |
| BRIAN DALEY | TRUSTEE | 5 | $7,875 | $0 | $0 | $7,875 | 1 |
| STEPHEN LAWSON | TRUSTEE | 5 | $7,875 | $0 | $0 | $7,875 | 1 |
Highest-paid independent contractors
2025 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CVS PHARMACY INC | IRVING, TX | PHARMACY BENEFIT MANAGER | $507,507 |
| WPAS | MERCER ISLAND, WA | THIRD PARTY ADMINISTRATOR | $488,984 |
| AMALGAMATED BANK | NEW YORK, NY | CUSTODIAN | $116,883 |
| BOLTON PARTNERS INC | BALTIMORE, MD | BENEFIT CONSULTANT | $115,441 |
| SEGALL BRYANT & HAMILL | CHICAGO, IL | INVESTMENT MANAGER | $110,643 |
2024 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WPAS | MERCER ISLAND, WA | THIRD PARTY ADMINISTRATOR | $519,996 |
| CVS PHARMACY INC | IRVING, TX | $453,640 | |
| RHUMBLINE | BOSTON, MA | INVESTMENT MANAGER | $133,172 |
| BOLTON PARTNERS INC | BALTIMORE, MD | BENEFIT CONSULTANT | $111,354 |
| UMR | WAUSAU, WI | MEDICAL CLAIMS ADMINISTRATOR | $105,531 |
2023 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | OAK BROOK, IL | THIRD PARTY ADMINISTRATOR | $695,150 |
| RHUMBLINE | BOSTON, MA | INVESTMENT MANAGER | $138,211 |
| UMR | WAUSAU, WI | MEDICAL CLAIMS ADMINISTRATOR | $137,736 |
| AMALGAMATED BANK | NEW YORK, NY | BANK AND CUSTODIAL SERVICES | $100,982 |
2022 · 3 contractors · $854K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | OAK BROOK, IL | THIRD PARTY ADMINISTRATOR | $545,803 |
| UMR | WAUSAU, WI | MEDICAL CLAIMS ADMINISTRATOR | $186,466 |
| RHUMBLINE | BOSTON, MA | INVESTMENT MANAGER | $121,863 |
2021 · 3 contractors · $933K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | OAK BROOK, IL | THIRD PARTY ADMINISTRATOR | $561,443 |
| UMR | WAUSAU, WI | MEDICAL CLAIMS ADMINISTRATOR | $222,856 |
| AMALGAMATED BANK | NEW YORK, NY | INVESTMENT MANAGER/CUSTODIAN | $148,408 |
2020 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Benefits Mangement Group Inc | Oak Brook, IL | TPA | $597,862 |
| United Healthcare | Hartford, CT | Medical Claims Administrator | $226,325 |
| Zenith Business Solutions Inc | Wauwatosa, WI | TPA | $144,959 |
| Amalgamated Bank | New York, NY | Investment Manager | $128,322 |
2019 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith Business Solutions Inc | Wauwatosa, WI | TPA | $816,967 |
| Express Scripts | Franklin Lakes, NJ | Pharmacy benefit manager | $603,090 |
| United Health Care | Hartford, CT | Medical network access | $202,772 |
| Keenan Associates | Torrance, CA | Consulting | $116,321 |
| Amalgamated Bank | New York, NY | Investment manager | $105,118 |
2018 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenit Business Solutions Inc | Wauwatosa, WI | TPA | $774,403 |
| Express Scripts | Franklin Lakes, NJ | Pharmacy benefit manager | $589,981 |
| Zelis Claims Integrity | Bedminster, NJ | Claims negotiation | $293,233 |
| United Health Care | Hartford, CT | Medical network access | $209,608 |
| Amalgamated Bank | New York, NY | Investment manager | $116,733 |
2017 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | WAUWATOSA, WI | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $783,315 |
| EXPRESS SCRIPTS | FRANKLIN LAKES, NJ | PHARMACY BENEFIT MANAGER | $555,446 |
| UNITED HEALTHCARE SERVICES INC | HARTFORD, CT | MEDICAL NETWORK ACCESS | $253,882 |
| AMALGAMATED BANK | NEW YORK, NY | INVESTMENT MANAGER | $160,322 |
| GALLAGHER FIDUCIARY ADVISORS | WASHINGTON, DC | INVESTMENT CONSULTANT | $106,895 |
2016 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | WAUWATOSA, WI | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $814,291 |
| EXPRESS SCRIPTS | FRANKLIN LAKES, NJ | PHARMACY BENEFIT MANAGER | $532,937 |
| UNITED HEALTHCARE SERVICES INC | HARTFORD, CT | MEDICAL NETWORK ACCESS | $393,781 |
| PIMCO | NEW YORK, NY | INVESTMENT MANAGER | $187,649 |
| WELLS FARGO | MINNEAPOLIS, MN | INVESTMENT MANAGER | $149,768 |
2015 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | WAUWATOSA, WI | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $806,621 |
| EXPRESS SCRIPTS | FRANKLIN LAKES, NJ | PHARMACY BENEFIT MANAGER | $530,636 |
| UNITED HEALTHCARE SERVICES INC | HARTFORD, CT | MEDICAL NETWORK ACCESS | $254,600 |
| VOYA INVESTMENT TRUST COMPANY | WINDSOR, CT | INVESTMENT MANAGER | $193,599 |
| STATE STREET GLOBAL ADVISORS | BOSTON, MA | INVESTMENT MANAGER | $157,444 |
2014 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | WAUWATOSA, WI | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $767,023 |
| EXPRESS SCRIPTS | FRANKLIN LAKES, NJ | PHARMACY BENEFIT MANAGER | $495,398 |
| UNITED HEALTHCARE SERVICES INC | HARTFORD, CT | MEDICAL NETWORK ACCESS | $334,600 |
| PIMCO | NEWPORT BEACH, CA | INVESTMENT MANAGER | $287,037 |
| VOYA INVESTMENT TRUST CO | WINDSOR, CT | INVESTMENT MANAGER | $215,220 |
2013 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $813,259 | |
| EXPRESS SCRIPTS | PHARMACY BENEFIT MANAGER | $586,339 | |
| UNITED HEALTHCARE SERVICES INC | MEDICAL NETWORK ACCESS | $390,329 | |
| PIMCO | INVESTMENT MANAGER | $269,270 | |
| WESTERN ASSET MANAGEMENT CO | INVESTMENT MANAGER | $263,763 |
2012 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR & CLAIMS PROCE | $812,331 |
| UNITED HEALTHCARE SERVICES INC | HARTFORD, CT | MEDICAL NETWORK ACCESS | $423,533 |
| EXPRESS SCRIPTS | FRANKLIN LAKES, NJ | PHARMACY BENEFIT MANAGER | $291,262 |
| PIMCO | NEWPORT BEACH, CA | INVESTMENT MANAGER | $278,187 |
| WESTERN ASSET MANAGEMENT CO | PASADENA, CA | INVESTMENT MANAGER | $276,070 |
2011 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | WORTHINGTON, OH | MEDICAL NETWORK PROVIDER | $1,549,509 |
| MEDCO HEALTH SOLUTIONS INC | DUBLIN, OH | PHARMACY BENEFIT MANAGER | $577,755 |
| ZENITH AMERICAN SOLUTIONS INC | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $325,061 |
| WESTERN ASSET MANAGEMENT CO | PASADENA, CA | INVESTMENT MANAGER | $312,853 |
| PIMCO | NEWPORT BEACH, CA | INVESTMENT MANAGER | $303,837 |
2010 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | WORTHINGTON, OH | MEDICAL NETWORK PROVIDER | $1,503,504 |
| MEDCO HEALTH SOLUTIONS INC | DUBLIN, OH | PHARMACY BENEFIT MANAGER | $561,575 |
| ZENITH ADMINISTRATORS INC | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $309,632 |
| PIMCO | NEWPORT BEACH, CA | INVESTMENT MANAGER | $273,357 |
| WESTERN ASSET MANAGEMENT CO | PASADENA, CA | INVESTMENT MANAGER | $272,498 |
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $52,725,460 | $97,715,528 | $671,264,487 | $666,608,047 | $0 | $19,414,375 | $149,520 | 0 | 0 |
| 2024 · Form 990 | ||||||||
| $92,236,257 | $53,960,077 | $680,762,002 | $677,998,044 | $0 | $22,729,061 | $153,500 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $31,093,978 | $34,635,901 | $645,729,638 | $643,985,856 | $0 | $2,818,957 | $155,520 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $19,917,175 | $38,478,416 | $597,444,803 | $595,759,687 | $0 | $3,151,278 | $100,650 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $37,616,244 | $42,412,345 | $736,520,021 | $734,647,113 | $0 | $3,288,267 | $97,250 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $19,079,807 | $37,236,992 | $716,577,546 | $716,111,091 | $0 | $4,512,994 | $98,300 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $46,943,648 | $51,365,334 | $674,421,418 | $674,154,209 | $0 | $14,553,134 | $79,525 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $55,693,871 | $51,798,294 | $614,265,909 | $614,037,443 | $0 | $13,551,312 | $92,500 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $36,489,223 | $52,729,473 | $675,366,551 | $675,125,859 | $0 | $13,959,870 | $92,500 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $45,966,404 | $52,088,916 | $641,611,730 | $641,334,051 | $0 | $12,947,247 | $92,500 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $17,993,365 | $49,710,091 | $635,943,460 | $635,563,786 | $0 | $12,879,676 | $95,500 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $31,412,114 | $47,792,639 | $682,710,149 | $682,275,957 | $0 | $15,532,254 | $92,500 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $34,612,348 | $49,457,631 | $673,550,190 | $673,195,033 | $0 | $12,521,237 | $89,750 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $27,599,025 | $48,544,378 | $631,367,881 | $631,015,925 | $0 | $9,743,743 | $92,500 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $92,544,848 | $49,652,487 | $595,614,055 | $595,363,134 | $0 | $75,020,260 | $92,500 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $96,475,135 | $50,587,502 | $560,295,610 | $559,976,503 | $0 | $77,506,303 | $74,000 | 0 | 0 |
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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PIPE FITTERS UNION HEALTH AND WELFARE FUND LOCAL 392 | OH | Y43 | $39,085,147 | $31,671,490 | TRUSTEE | $207,445 | Same NTEE code Y43, revenue within 2x, same state |
| KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN | OH | Y43 | $47,781,137 | $46,094,981 | TRUSTEE | $12,043 | Same NTEE code Y43, revenue within 2x, same state |
| CHAMBER BENEFIT ARRANGEMENT TRUST | OH | Y43 | $55,608,169 | $55,014,486 | PLAN ADMINISTRATOR/TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CLEVELAND-CLIFFS STEEL LLC VEBA TRUST | OH | Y43 | $31,403,786 | $39,436,208 | INST TRUSTEE | $25,000 | Same NTEE code Y43, revenue within 2x, same state |
| OKLAHOMA CITY FIREFIGHTERS HEALTH AND WELFARE TRUST VEBA | OK | Y43 | $36,436,226 | $31,444,022 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUND | NJ | Y43 | $35,255,907 | $34,877,052 | TRUSTEE | $225,058 | Same NTEE code Y43, revenue within 2x, similar mission |
| MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH TRUST FUND | MD | Y43 | $32,771,112 | $30,707,480 | TRUSTEE | $398,220 | Same NTEE code Y43, revenue within 2x, similar mission |
| WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST | WA | Y43 | $27,326,395 | $27,050,923 | ADMINISTRATOR | $275,677 | Same NTEE code Y43, revenue within 2x, similar mission |
| PEPCO HOLDINGS INC VEBA TRUST | IL | Y43 | $34,443,318 | $36,765,385 | TRUSTEE | $54,893 | Same NTEE code Y43, revenue within 2x, similar mission |
| HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TRUST | WA | Y43 | $35,826,674 | $36,237,635 | TRUSTEE | $89,613 | Same NTEE code Y43, revenue within 2x, similar mission |
| LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUST | NV | Y43 | $77,316,886 | $79,912,195 | EMPLOYEE | $105,609 | Same NTEE code Y43, revenue within 2x, similar mission |
| BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD | PA | Y43 | $35,415,586 | $25,902,007 | UNION TRUSTEE | $258,865 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, similar mission |
| ILWU LOCAL 142 HEALTH & WELFARE TR | HI | Y43 | $57,036,291 | $51,304,463 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| SERVICE EMPLOYEES BENEFIT FUND | NY | Y43 | $53,445,088 | $52,400,042 | FUND MANAGER | $155,188 | Same NTEE code Y43, revenue within 2x, similar mission |
| VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN | PA | Y43 | $56,104,317 | $47,697,484 | TRUSTEE (See Schedule O) | $74,512 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL 99 UNITE HEALTH AND WELFARE FUND | NJ | Y43 | $27,943,705 | $27,469,021 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| PIPE TRADES SERVICES MN RETIREE HEALTH FUND | MN | Y43 | $27,775,099 | $12,232,887 | CHAIR (THRU 12/2024) | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UFCW LOCAL 2013 HEALTH AND WELFARE FUND | NY | Y43 | $51,741,435 | $48,439,622 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| UNITED BENEFIT FUND | NY | Y43 | $35,497,062 | $31,721,286 | FUND ADMINIS | $166,403 | Same NTEE code Y43, revenue within 2x, similar mission |
| UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND | MN | Y43 | $34,841,879 | $27,135,889 | UNION TRUSTEE | $389,811 | Same NTEE code Y43, revenue within 2x, similar mission |
| DEERE & COMPANY WELFARE BENEFIT TRUST 2 | PA | Y43 | $61,551,553 | $61,551,553 | TRUSTEE (SEE SCHEDULE O) | $25 | Same NTEE code Y43, revenue within 2x, similar mission |
| IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND | NJ | Y43 | $31,470,152 | $27,032,346 | TRUSTEE | $395,059 | Same NTEE code Y43, revenue within 2x, similar mission |
| UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | PA | Y43 | $28,480,993 | $24,658,511 | COMMITTEE MEMBER | $112,879 | Same NTEE code Y43, revenue within 2x |
| UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUND | NJ | Y43 | $50,079,779 | $47,867,537 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
Who funds organizations like this
Grantors that funded the 100 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.
2025 · Form 990 · $97,715,528 spent · pay $149,520 · grants $0 · events $40,121
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $95,310,276 | - | - | - | 97.5% | |
| Fees: other services | $804,142 | - | - | - | 0.8% | |
| Fees: management | $661,584 | - | - | - | 0.7% | |
| Fees: investment management | $462,656 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $149,520 | - | - | - | 0.2% | |
| Office expenses | $119,706 | - | - | - | 0.1% | |
| Insurance | $69,317 | - | - | - | 0.1% | |
| Fees: legal | $42,789 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $40,121 | - | - | - | 0.0% | |
| Fees: accounting | $29,105 | - | - | - | 0.0% | |
| Travel | $18,380 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $7,932 | - | - | - | 0.0% |
| Total | $97,715,528 | 100% |
2024 · Form 990 · $53,960,077 spent · pay $153,500 · grants $0 · events $21,130
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $51,647,126 | - | - | - | 95.7% | |
| Fees: management | $718,070 | - | - | - | 1.3% | |
| Fees: other services | $699,119 | - | - | - | 1.3% | |
| Fees: investment management | $431,603 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $153,500 | - | - | - | 0.3% | |
| Office expenses | $106,521 | - | - | - | 0.2% | |
| Insurance | $64,850 | - | - | - | 0.1% | |
| Fees: legal | $44,273 | - | - | - | 0.1% | |
| Travel | $30,366 | - | - | - | 0.1% | |
| Fees: accounting | $26,939 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $21,130 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $16,580 | - | - | - | 0.0% |
| Total | $53,960,077 | 100% |
2023 · Form 990 · $34,635,901 spent · pay $155,520 · grants $0 · events $13,408
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,633,396 | - | - | - | 94.2% | |
| Fees: management | $865,312 | - | - | - | 2.5% | |
| Fees: investment management | $397,770 | - | - | - | 1.1% | |
| Office expenses | $199,039 | - | - | - | 0.6% | |
| Fees: other services | $195,740 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $155,520 | - | - | - | 0.4% | |
| Insurance | $66,830 | - | - | - | 0.2% | |
| Fees: legal | $54,024 | - | - | - | 0.2% | |
| Fees: accounting | $24,950 | - | - | - | 0.1% | |
| Travel | $21,576 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $13,408 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $8,336 | - | - | - | 0.0% |
| Total | $34,635,901 | 100% |
2022 · Form 990 · $38,478,416 spent · pay $100,650 · grants $0 · events $7,494
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $36,733,758 | - | - | - | 95.5% | |
| Fees: management | $732,269 | - | - | - | 1.9% | |
| Fees: investment management | $288,613 | - | - | - | 0.8% | |
| Office expenses | $237,621 | - | - | - | 0.6% | |
| Fees: other services | $185,294 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $100,650 | - | - | - | 0.3% | |
| Insurance | $66,065 | - | - | - | 0.2% | |
| Fees: accounting | $49,092 | - | - | - | 0.1% | |
| Fees: legal | $45,340 | - | - | - | 0.1% | |
| Travel | $23,250 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $8,970 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $7,494 | - | - | - | 0.0% | |
| Total | $38,478,416 | 100% |
2021 · Form 990 · $42,412,345 spent · pay $97,250 · grants $0 · events $15,600
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $40,708,922 | - | - | - | 96.0% | |
| Fees: management | $820,674 | - | - | - | 1.9% | |
| Fees: investment management | $294,418 | - | - | - | 0.7% | |
| Fees: other services | $185,896 | - | - | - | 0.4% | |
| Office expenses | $185,516 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $97,250 | - | - | - | 0.2% | |
| Insurance | $64,388 | - | - | - | 0.2% | |
| Fees: legal | $30,778 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $15,600 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $8,903 | - | - | - | 0.0% |
| Total | $42,412,345 | 100% |
2020 · Form 990 · $37,236,992 spent · pay $98,300 · grants $0 · events $15,162
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,574,216 | $35,574,216 | - | - | 95.5% | |
| Fees: management | $711,722 | $711,722 | $0 | $0 | 1.9% | |
| Fees: other services | $248,804 | $248,804 | $0 | $0 | 0.7% | |
| Office expenses | $203,823 | $203,823 | $0 | $0 | 0.5% | |
| Fees: investment management | $170,734 | $170,734 | $0 | $0 | 0.5% | |
| Pay: officers, directors, trustees, key employees | $98,300 | $98,300 | $0 | $0 | 0.3% | |
| Other (as described) | Consulting | $93,950 | $93,950 | $0 | $0 | 0.3% |
| Insurance | $62,160 | $62,160 | $0 | $0 | 0.2% | |
| Fees: legal | $28,319 | $28,319 | $0 | $0 | 0.1% | |
| Fees: accounting | $21,186 | $21,186 | $0 | $0 | 0.1% | |
| Conferences, conventions and meetings | $15,162 | $15,162 | $0 | $0 | 0.0% | |
| Other (as described) | PCORI fees | $8,616 | $8,616 | $0 | $0 | 0.0% |
| Total | $37,236,992 | 100% |
2019 · Form 990 · $51,365,334 spent · pay $79,525 · grants $0 · events $31,670
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $49,162,129 | $49,162,129 | - | - | 95.7% | |
| Fees: other services | $929,313 | $929,313 | $0 | $0 | 1.8% | |
| Fees: management | $646,635 | $646,635 | $0 | $0 | 1.3% | |
| Fees: investment management | $148,101 | $148,101 | $0 | $0 | 0.3% | |
| Office expenses | $127,854 | $127,854 | $0 | $0 | 0.2% | |
| Other (as described) | Consulting | $102,000 | $102,000 | $0 | $0 | 0.2% |
| Pay: officers, directors, trustees, key employees | $79,525 | $79,525 | $0 | $0 | 0.2% | |
| Insurance | $60,339 | $60,339 | $0 | $0 | 0.1% | |
| Fees: legal | $41,340 | $41,340 | $0 | $0 | 0.1% | |
| Conferences, conventions and meetings | $31,670 | $31,670 | $0 | $0 | 0.1% | |
| Fees: accounting | $23,852 | $23,852 | $0 | $0 | 0.0% | |
| Other (as described) | PCORI fees | $12,576 | $12,576 | $0 | $0 | 0.0% |
| Total | $51,365,334 | 100% |
2018 · Form 990 · $51,798,294 spent · pay $92,500 · grants $0 · events $21,161
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $49,110,908 | $49,110,908 | - | - | 94.8% | |
| Fees: other services | $1,290,463 | $1,290,463 | $0 | $0 | 2.5% | |
| Fees: management | $653,958 | $653,958 | $0 | $0 | 1.3% | |
| Fees: investment management | $281,336 | $281,336 | $0 | $0 | 0.5% | |
| Office expenses | $164,458 | $164,458 | $0 | $0 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $92,500 | $92,500 | $0 | $0 | 0.2% | |
| Other (as described) | Consulting | $64,450 | $0 | $0 | $0 | 0.1% |
| Insurance | $61,507 | $61,507 | $0 | $0 | 0.1% | |
| Fees: accounting | $25,500 | $25,500 | $0 | $0 | 0.0% | |
| Conferences, conventions and meetings | $21,161 | $21,161 | $0 | $0 | 0.0% | |
| Fees: legal | $19,295 | $19,295 | $0 | $0 | 0.0% | |
| Other (as described) | PCORI fees | $12,758 | $0 | $0 | $0 | 0.0% |
| Total | $51,798,294 | 100% |
2017 · Form 990 · $52,729,473 spent · pay $92,500 · grants $0 · events $37,406
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $50,303,457 | - | - | - | 95.4% | |
| Fees: other services | $1,316,424 | - | - | - | 2.5% | |
| Fees: management | $364,311 | - | - | - | 0.7% | |
| Fees: investment management | $345,933 | - | - | - | 0.7% | |
| Office expenses | $155,537 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $92,500 | - | - | - | 0.2% | |
| Insurance | $60,464 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $37,406 | - | - | - | 0.1% | |
| Fees: accounting | $23,883 | - | - | - | 0.0% | |
| Fees: legal | $14,851 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $12,552 | - | - | - | 0.0% |
| Other (as described) | RETIREE ASSISTANCE COMM | $2,141 | - | - | - | 0.0% |
| Other (as described) | CLAIMS ASSESSMENT TAX | $14 | - | - | - | 0.0% |
| Total | $52,729,473 | 100% |
2016 · Form 990 · $52,088,916 spent · pay $92,500 · grants $0 · events $33,334
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $48,709,997 | - | - | - | 93.5% | |
| Fees: other services | $1,459,170 | - | - | - | 2.8% | |
| Fees: investment management | $928,864 | - | - | - | 1.8% | |
| Fees: management | $324,047 | - | - | - | 0.6% | |
| Fees: legal | $205,777 | - | - | - | 0.4% | |
| Office expenses | $194,363 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $92,500 | - | - | - | 0.2% | |
| Insurance | $63,866 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $46,368 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $33,334 | - | - | - | 0.1% | |
| Fees: accounting | $23,320 | - | - | - | 0.0% | |
| Other (as described) | RETIREE ASSISTANCE COMM | $7,245 | - | - | - | 0.0% |
| Other (as described) | CLAIMS ASSESSMENT TAX | $65 | - | - | - | 0.0% |
| Total | $52,088,916 | 100% |
2015 · Form 990 · $49,710,091 spent · pay $95,500 · grants $0 · events $34,936
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $46,779,502 | - | - | - | 94.1% | |
| Fees: other services | $1,232,810 | - | - | - | 2.5% | |
| Fees: investment management | $830,288 | - | - | - | 1.7% | |
| Fees: management | $369,292 | - | - | - | 0.7% | |
| Office expenses | $165,764 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $95,500 | - | - | - | 0.2% | |
| Other (as described) | FEES MANDATED BY ACA | $85,350 | - | - | - | 0.2% |
| Insurance | $67,641 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $34,936 | - | - | - | 0.1% | |
| Fees: accounting | $22,555 | - | - | - | 0.0% | |
| Fees: legal | $15,585 | - | - | - | 0.0% | |
| Other (as described) | RETIREE ASSISTANCE COMM | $10,585 | - | - | - | 0.0% |
| Other (as described) | CLAIMS ASSESSMENT TAX | $283 | - | - | - | 0.0% |
| Total | $49,710,091 | 100% |
2014 · Form 990 · $47,792,639 spent · pay $92,500 · grants $0 · events $20,131
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $44,468,383 | - | - | - | 93.0% | |
| Fees: other services | $1,335,169 | - | - | - | 2.8% | |
| Fees: investment management | $1,050,268 | - | - | - | 2.2% | |
| Fees: management | $398,047 | - | - | - | 0.8% | |
| Office expenses | $168,356 | - | - | - | 0.4% | |
| Other (as described) | FEES MANDATED BY ACA | $123,438 | - | - | - | 0.3% |
| Pay: officers, directors, trustees, key employees | $92,500 | - | - | - | 0.2% | |
| Insurance | $80,523 | - | - | - | 0.2% | |
| Fees: legal | $31,251 | - | - | - | 0.1% | |
| Fees: accounting | $22,960 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $20,131 | - | - | - | 0.0% | |
| Other (as described) | RETIREE ASSISTANCE COMM | $1,613 | - | - | - | 0.0% |
| Total | $47,792,639 | 100% |
2013 · Form 990 · $49,457,631 spent · pay $89,750 · grants $0 · events $21,388
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $46,073,274 | - | - | - | 93.2% | |
| Fees: other services | $1,412,106 | - | - | - | 2.9% | |
| Fees: investment management | $1,199,498 | - | - | - | 2.4% | |
| Fees: management | $355,984 | - | - | - | 0.7% | |
| Office expenses | $168,753 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $89,750 | - | - | - | 0.2% | |
| Insurance | $81,779 | - | - | - | 0.2% | |
| Fees: legal | $25,492 | - | - | - | 0.1% | |
| Fees: accounting | $23,115 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $21,388 | - | - | - | 0.0% | |
| Other (as described) | PCORI TAX | $6,492 | - | - | - | 0.0% |
| Total | $49,457,631 | 100% |
2012 · Form 990 · $48,544,378 spent · pay $92,500 · grants $0 · events $16,885
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $45,273,105 | - | - | - | 93.3% | |
| Fees: other services | $1,411,503 | - | - | - | 2.9% | |
| Fees: investment management | $1,113,906 | - | - | - | 2.3% | |
| Fees: management | $370,967 | - | - | - | 0.8% | |
| Office expenses | $137,940 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $92,500 | - | - | - | 0.2% | |
| Insurance | $80,818 | - | - | - | 0.2% | |
| Fees: legal | $24,229 | - | - | - | 0.0% | |
| Fees: accounting | $22,525 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $16,885 | - | - | - | 0.0% | |
| Total | $48,544,378 | 100% |
2011 · Form 990 · $49,652,487 spent · pay $92,500 · grants $0 · events $15,823
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $48,029,940 | - | - | - | 96.7% | |
| Fees: investment management | $959,953 | - | - | - | 1.9% | |
| Fees: other services | $372,061 | - | - | - | 0.7% | |
| Pay: officers, directors, trustees, key employees | $92,500 | - | - | - | 0.2% | |
| Insurance | $86,094 | - | - | - | 0.2% | |
| Office expenses | $54,377 | - | - | - | 0.1% | |
| Fees: accounting | $21,790 | - | - | - | 0.0% | |
| Fees: legal | $19,949 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $15,823 | - | - | - | 0.0% | |
| Total | $49,652,487 | 100% |
2010 · Form 990 · $50,587,502 spent · pay $74,000 · grants $0 · events $22,112
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $46,954,329 | - | - | - | 92.8% | |
| Fees: other services | $2,414,993 | - | - | - | 4.8% | |
| Fees: investment management | $889,654 | - | - | - | 1.8% | |
| Insurance | $115,617 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $74,000 | - | - | - | 0.1% | |
| Office expenses | $67,322 | - | - | - | 0.1% | |
| Fees: legal | $27,970 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $22,112 | - | - | - | 0.0% | |
| Fees: accounting | $21,505 | - | - | - | 0.0% | |
| Total | $50,587,502 | 100% |
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