LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND
Cite this
Plain text LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/local-unions-no-19-and-127-health-and-welfare-fund-396048209. Retrieved 2026-10-30.
APA furp.org. (n.d.). LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 30, 2026, from https://furp.org/org/local-unions-no-19-and-127-health-and-welfare-fund-396048209
MLA “LOCAL UNIONS NO 19 & 127 HEALTH AND WELFARE FUND.” furp.org, tax years 2014–2024, https://furp.org/org/local-unions-no-19-and-127-health-and-welfare-fund-396048209. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $11.6M · expenses $10.3M · assets $12.3M
- Also known as
- AND WELFARE FUND
- EIN
- 39-6048209
- Address
- 11270 W PARK PL STE 950, MILWAUKEE, WI 53224-3632
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- July 1955 (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 ACCIDENT, HEALTH, DENTAL, PRESCRIPTION DRUG, AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND CERTAIN RETIREES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Brett Large | SECRETARY/TREASURER | 2014-2024 | $210,707 | $1,914,768 | 4 |
| Jeremy Wicke | TRUSTEE | 2016-2024 | $113,334 | $429,556 | 4 |
| Jason Parnau | TRUSTEE | 2023-2024 | $27,869 | $48,141 | 3 |
| Frank Rodriguez (former) | TRUSTEE | 2014-2021 | $191,520 | $1,375,028 | 3 |
| Frank Rodriguez Thru 0822 (former) | TRUSTEE | 2022 | $176,655 | $176,655 | 2 |
| Jason Parnau Start 822 (former) | TRUSTEE | 2022 | $6,772 | $6,772 | 2 |
Officers and directors, no compensation reported
12 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 |
|---|---|---|---|---|---|
| William Naretta | TRUSTEE | 2014-2024 | 0 | $0 reported | 1 |
| Scott Parnau | CHAIRMAN | 2023-2024 | 0 | $0 reported | 2 |
| Tony Walter | TRUSTEE | 2024 | 0 | $0 reported | 2 |
| Erica Schneider | TRUSTEE | 2024 | 0 | $0 reported | 3 |
| Jim Bartelt Thru 731 (former) | TRUSTEE | 2023 | 0 | $0 reported | 1 |
| Erica Schneider Start 81 (former) | TRUSTEE | 2023 | 0 | $0 reported | 1 |
| Jim Bartelt (former) | TRUSTEE | 2014-2022 | 0 | $0 reported | 1 |
| Mark Borchardt Thru 1222 (former) | TRUSTEE | 2022 | 0 | $0 reported | 1 |
| Scott Parnau Start 0123 (former) | TRUSTEE | 2022 | 0 | $0 reported | 1 |
| Mark Borchardt (former) | TRUSTEE | 2014-2021 | 0 | $0 reported | 1 |
| Mark Selby (former) | TRUSTEE | 2015-2016 | 0 | $0 reported | 3 |
| Richard Van Roy (former) | TRUSTEE | 2014 | 0 | $0 reported | 2 |
People by year
2024 · 7 people listed · 3 paid, $352K · 17 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $109,127 | $101,580 | $210,707 | 4 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $113,334 | $0 | $113,334 | 4 |
| JASON PARNAU | TRUSTEE | 0 | $0 | $17,988 | $9,881 | $27,869 | 3 |
| WILLIAM NARETTA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PARNAU | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| ERICA SCHNEIDER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
| TONY WALTER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2023 · 7 people listed · 3 paid, $334K · 13 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $103,608 | $96,474 | $200,082 | 4 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $113,334 | $0 | $113,334 | 4 |
| JASON PARNAU | TRUSTEE | 0 | $0 | $13,037 | $7,235 | $20,272 | 3 |
| WILLIAM NARETTA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT THRU 731 | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PARNAU | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 2 |
| ERICA SCHNEIDER START 81 | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · 4 paid, $481K · 25 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $99,011 | $94,097 | $193,108 | 4 |
| FRANK RODRIGUEZ THRU 0822 | TRUSTEE | 0 | $0 | $81,636 | $95,019 | $176,655 | 2 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $104,624 | $0 | $104,624 | 4 |
| JASON PARNAU START 822 | TRUSTEE | 0 | $0 | $4,881 | $1,891 | $6,772 | 2 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT THRU 1222 | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PARNAU START 0123 | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · 3 paid, $474K · 21 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $93,766 | $97,754 | $191,520 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $95,036 | $89,241 | $184,277 | 4 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $98,264 | $0 | $98,264 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 6 people listed · 2 paid, $365K · 16 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $91,377 | $94,834 | $186,211 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $91,931 | $86,481 | $178,412 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2019 · 6 people listed · 2 paid, $354K · 23 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $89,752 | $91,430 | $181,182 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $90,245 | $83,052 | $173,297 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2018 · 6 people listed · 2 paid, $338K · 19 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $84,570 | $88,807 | $173,377 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $83,912 | $80,529 | $164,441 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2017 · 6 people listed · 2 paid, $320K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $83,950 | $80,563 | $164,513 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $82,277 | $73,158 | $155,435 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2016 · 7 people listed · 2 paid, $319K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $83,568 | $80,563 | $164,131 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $82,185 | $73,158 | $155,343 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JEREMY WICKE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| MARK SELBY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
2015 · 6 people listed · 2 paid, $303K · 20 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $81,418 | $73,634 | $155,052 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $80,569 | $67,123 | $147,692 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK SELBY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 3 |
2014 · 6 people listed · 2 paid, $311K · 17 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FRANK RODRIGUEZ | TRUSTEE | 0 | $0 | $84,373 | $74,669 | $159,042 | 3 |
| BRETT LARGE | SECRETARY/TREASURER | 0 | $0 | $84,202 | $67,772 | $151,974 | 4 |
| WILLIAM NARETTA | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM BARTELT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARK BORCHARDT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD VAN ROY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 2 contractors · $524K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENESYS INC | MILWAUKEE, WI | ADMINISTRATION | $285,858 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $237,882 |
2023 · 2 contractors · $503K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $283,970 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $219,108 |
2022 · 2 contractors · $597K
| Name | Location | Service | Paid |
|---|---|---|---|
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $310,102 |
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $286,864 |
2021 · 2 contractors · $517K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $268,531 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $248,289 |
2020 · 2 contractors · $488K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $271,799 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $216,393 |
2019 · 2 contractors · $478K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $271,324 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $206,963 |
2018 · 2 contractors · $497K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $284,636 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $212,442 |
2017 · 2 contractors · $516K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $305,818 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $209,710 |
2016 · 2 contractors · $556K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $280,501 |
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $275,856 |
2015 · 2 contractors · $698K
| Name | Location | Service | Paid |
|---|---|---|---|
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $433,599 |
| BENEFIT PLAN OF WISCONSIN | MILWAUKEE, WI | ADMINISTRATION | $264,669 |
2014 · 2 contractors · $455K
| Name | Location | Service | Paid |
|---|---|---|---|
| UNITED HEALTHCARE | WAUSAU, WI | CLAIMS PROCESSING | $241,773 |
| LEE JOST & ASSOCIATES | MILWAUKEE, WI | CONSULTING | $213,050 |
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 | ||||||||
| $11,639,869 | $10,346,717 | $12,332,289 | $5,832,744 | $0 | $11,330,427 | $0 | 17 | 0 |
| 2023 · Form 990 | ||||||||
| $11,173,018 | $8,216,837 | $10,014,383 | $4,374,410 | $0 | $10,993,041 | $0 | 13 | 4 |
| 2022 · Form 990 | ||||||||
| $9,442,376 | $8,674,503 | $5,909,731 | $1,104,657 | $0 | $9,396,502 | $0 | 25 | 4 |
| 2021 · Form 990 | ||||||||
| $9,222,695 | $8,810,342 | $5,120,951 | $430,937 | $0 | $9,151,502 | $0 | 21 | 4 |
| 2020 · Form 990 | ||||||||
| $9,047,253 | $8,636,707 | $4,215,584 | $47,615 | $0 | $9,021,288 | $0 | 16 | 4 |
| 2019 · Form 990 | ||||||||
| $9,206,910 | $8,690,736 | $3,935,842 | -$508,103 | $0 | $9,099,275 | $0 | 23 | 4 |
| 2018 · Form 990 | ||||||||
| $8,950,197 | $8,065,689 | $3,003,710 | -$1,014,958 | $0 | $8,921,850 | $0 | 19 | 0 |
| 2017 · Form 990 | ||||||||
| $8,642,993 | $9,327,683 | $2,276,700 | -$1,947,326 | $0 | $8,620,651 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $7,868,841 | $8,639,053 | $2,148,240 | -$1,283,423 | $0 | $7,797,281 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $7,611,375 | $7,696,235 | $2,817,248 | -$510,091 | $0 | $7,536,085 | $0 | 20 | 0 |
| 2014 · Form 990 | ||||||||
| $6,634,604 | $8,690,638 | $2,963,199 | -$373,083 | $0 | $6,777,963 | $0 | 17 | 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.
- HEAT & FROST INSULATORS LOCAL 19 TRAINING FUND Pewaukee, WI · 4 people in common (Brett Large, Jason Parnau, Scott Parnau)
- INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS Pewaukee, WI · 2 people in common (Brett Large, Jason Parnau) · related organization (Schedule R)
- INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS Clintonville, WI · 2 people in common (Erica Schneider, Jeremy Wicke)
- NORTHERN WI ASBESTOS WORKERS JOINT APPRENTICESHIP FUND Appleton, WI · 2 people in common (Erica Schneider, Jeremy Wicke)
- INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS Clintonville, WI · 2 people in common (Brett Large, Jeremy Wicke)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (82)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| STAGEHANDS UNION LOCAL NO 2 HEALTH AND WELFARE FUND | IL | Not reported | $13,022,193 | $10,116,967 | TRUSTEE | $475,282 | Similar name, revenue within 2x, similar mission |
| LOCAL 373 UA HEALTH & WELFARE FUND | NY | E81 | $8,986,914 | $8,492,477 | LABOR TRUSTEE | $227,528 | Similar name, revenue within 2x, similar mission |
| STEAMFITTERS LOCAL UNION NO 614 HEALTH AND WELFARE FUND | TN | Not reported | $9,799,812 | $8,511,848 | Union Trustee | $0 | Similar name, revenue within 2x, similar mission |
| LOCAL UNION 682 HEALTH & WELFARE TRUST FUND | MO | Not reported | $12,839,472 | $14,831,931 | MANAGEMENT TRUSTEE, SECRET | $9,000 | Similar name, revenue within 2x, similar mission |
| TEAMSTERS UNION LOCAL NO 115 HEALTH AND WELFARE FUND | PA | Not reported | $15,578,865 | $12,759,757 | UNION TRUSTEE/ADMINISTRATOR | $187,767 | Similar name, revenue within 2x, similar mission |
| UA LOCAL NO 159 HEALTH AND WELFARE PLAN | CA | Y43 | $6,655,332 | $6,447,941 | trustee - CHAIRMAN | $0 | Similar name, revenue within 2x, similar mission |
| IBEW LOCAL 915 HEALTH AND WELFARE FUND | TN | Not reported | $15,823,207 | $13,950,476 | CHAIRMAN | $0 | Similar name, revenue within 2x, similar mission |
| UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND | MO | Y43 | $17,113,333 | $14,273,944 | SECRETARY | $0 | Similar name, revenue within 2x, similar mission |
| ROOFERS LOCAL NO 20 HEALTH & WELFARE FUND | MO | Not reported | $10,062,794 | $11,836,400 | Chairman | $0 | Similar name, revenue within 2x, similar mission |
| LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND | IL | Not reported | $12,593,564 | $12,215,929 | TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| LOCAL 274 HEALTH AND WELFARE FUND | NJ | Not reported | $9,782,317 | $8,840,562 | UNION TRUSTEE | $83,467 | Similar name, revenue within 2x, similar mission |
| LOCAL 94 IBEW HEALTH AND WELFARE FUND | NJ | Y43 | $14,585,945 | $15,806,809 | TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| UAW LOCAL 2326 HEALTH & WELFARE FUND | NJ | Y43 | $15,537,323 | $19,627,367 | EMPLOYER TRUSTEE | $20,000 | Similar name, revenue within 2x, similar mission |
| TEAMSTERS LOCAL UNION 348 HEALTH & WELFARE FUND | OH | Not reported | $10,001,727 | $7,843,608 | EMPLOYER TRU | $0 | Similar name, revenue within 2x, similar mission |
| LABORERS LOCAL UNION-158 HEALTH & WELFARE FUND | PA | Not reported | $14,507,174 | $13,165,314 | EMPLOYER TRUSTEE | $0 | Similar name, revenue within 2x |
| LOCAL UNION 808 I B T HEALTH AND WELFARE FUND | NY | Not reported | $16,207,388 | $11,377,533 | UNION TRUSTEE | $224,597 | Similar name, revenue within 2x |
| IBEW HEALTH & WELFARE TRUST FUND NECA LOCAL UNION NO 313 | PA | Not reported | $18,856,129 | $21,080,020 | CHAIRMAN | $256,363 | Similar name, revenue within 2x |
| PIPEFITTERS LOCAL UNION NO 524 HEALTH AND WELFARE FUND | PA | Not reported | $10,606,199 | $7,812,696 | TRUSTEE | $281,930 | Similar name, revenue within 2x |
| LABORERS UNION HEALTH AND WELFARE FUND-1174 | PA | Not reported | $7,880,164 | $6,993,816 | UNION TRUSTEE | $0 | Similar name, revenue within 2x |
| IBEW LOCAL 143 HEALTH & WELFARE FUND | PA | Not reported | $10,708,630 | $9,903,718 | UNION TRUSTEE | $104,915 | Similar name, revenue within 2x |
| TEAMSTERS LOCAL UNION 491 HEALTH AND WELFARE FUND | PA | Not reported | $8,652,621 | $7,080,652 | TRUSTEE | $3,600 | Similar name, revenue within 2x |
| PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND | IN | Y43 | $6,549,064 | $5,621,492 | TRUSTEE | $220,434 | Similar name, revenue within 2x |
| PLUMBERS AND PIPEFITTERS LOCAL UNION 333 HEALTH & WELFARE FUND | MI | Y43 | $22,232,779 | $19,147,325 | CHAIRMAN | $222,091 | Similar name, revenue within 2x |
| DECORATORS UNION LOCAL 17 U HEALTH AND WELFARE FUND | IL | Not reported | $5,959,912 | $2,947,006 | TRUSTEE | $276,216 | Similar name, revenue within 2x |
| TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND TR | OH | Y43 | $9,471,045 | $9,446,431 | CHAIR/TRUSTE | $0 | Similar name, revenue within 2x |
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 · $10,346,717 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,945,054 | - | - | - | 96.1% | |
| Fees: management | $203,674 | - | - | - | 2.0% | |
| Fees: other services | $64,625 | - | - | - | 0.6% | |
| Fees: legal | $37,784 | - | - | - | 0.4% | |
| Fees: investment management | $23,801 | - | - | - | 0.2% | |
| Fees: accounting | $20,530 | - | - | - | 0.2% | |
| Information technology | $13,239 | - | - | - | 0.1% | |
| Office expenses | $11,443 | - | - | - | 0.1% | |
| Other (as described) | BANK SERVICE FEES | $7,733 | - | - | - | 0.1% |
| Insurance | $5,725 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $4,900 | - | - | - | 0.0% |
| Other (as described) | CLEARINGHOUSE FEES | $3,300 | - | - | - | 0.0% |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,009 | - | - | - | 0.0% |
| All other expenses | $1,900 | - | - | - | 0.0% | |
| Total | $10,346,717 | 100% |
2023 · Form 990 · $8,216,837 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,846,369 | - | - | - | 95.5% | |
| Fees: management | $203,351 | - | - | - | 2.5% | |
| Fees: other services | $47,175 | - | - | - | 0.6% | |
| Fees: legal | $34,851 | - | - | - | 0.4% | |
| Fees: accounting | $19,655 | - | - | - | 0.2% | |
| Fees: investment management | $16,819 | - | - | - | 0.2% | |
| Information technology | $13,118 | - | - | - | 0.2% | |
| Office expenses | $11,183 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $5,880 | - | - | - | 0.1% |
| Insurance | $4,771 | - | - | - | 0.1% | |
| Other (as described) | TRUSTEE CONFERENCE & ME | $4,700 | - | - | - | 0.1% |
| Other (as described) | CLEARINGHOUSE FEES | $3,300 | - | - | - | 0.0% |
| Other (as described) | GOVERNMENTAL FEES AND A | $2,846 | - | - | - | 0.0% |
| All other expenses | $2,819 | - | - | - | 0.0% | |
| Total | $8,216,837 | 100% |
2022 · Form 990 · $8,674,503 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,320,961 | - | - | - | 95.9% | |
| Fees: management | $205,052 | - | - | - | 2.4% | |
| Fees: other services | $55,685 | - | - | - | 0.6% | |
| Fees: legal | $43,248 | - | - | - | 0.5% | |
| Information technology | $14,750 | - | - | - | 0.2% | |
| Office expenses | $8,190 | - | - | - | 0.1% | |
| Fees: investment management | $7,686 | - | - | - | 0.1% | |
| Insurance | $5,055 | - | - | - | 0.1% | |
| Other (as described) | TRUSTEE CONFERENCE & ME | $3,821 | - | - | - | 0.0% |
| Other (as described) | CLEARINGHOUSE FEES | $3,300 | - | - | - | 0.0% |
| Other (as described) | GOVERNMENTAL FEES AND A | $2,945 | - | - | - | 0.0% |
| All other expenses | $2,091 | - | - | - | 0.0% | |
| Other (as described) | BANK SERVICE FEES | $1,719 | - | - | - | 0.0% |
| Total | $8,674,503 | 100% |
2021 · Form 990 · $8,810,342 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,466,631 | - | - | - | 96.1% | |
| Fees: management | $204,922 | - | - | - | 2.3% | |
| Fees: other services | $60,589 | - | - | - | 0.7% | |
| Information technology | $35,470 | - | - | - | 0.4% | |
| Office expenses | $17,579 | - | - | - | 0.2% | |
| Fees: legal | $9,856 | - | - | - | 0.1% | |
| Fees: investment management | $5,004 | - | - | - | 0.1% | |
| Insurance | $4,590 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $2,858 | - | - | - | 0.0% |
| Other (as described) | BANK SERVICE FEES | $1,661 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $1,074 | - | - | - | 0.0% |
| Other (as described) | TRUSTEE CONFERENCE & ME | $108 | - | - | - | 0.0% |
| Total | $8,810,342 | 100% |
2020 · Form 990 · $8,636,707 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,253,107 | - | - | - | 95.6% | |
| Fees: management | $205,775 | - | - | - | 2.4% | |
| Fees: other services | $75,748 | - | - | - | 0.9% | |
| Information technology | $62,587 | - | - | - | 0.7% | |
| Fees: legal | $12,256 | - | - | - | 0.1% | |
| Office expenses | $10,839 | - | - | - | 0.1% | |
| Insurance | $5,860 | - | - | - | 0.1% | |
| Fees: investment management | $4,081 | - | - | - | 0.0% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $2,788 | - | - | - | 0.0% |
| Other (as described) | BANK SERVICE FEES | $2,302 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $1,065 | - | - | - | 0.0% |
| Other (as described) | TRUSTEE CONFERENCE & ME | $299 | - | - | - | 0.0% |
| Total | $8,636,707 | 100% |
2019 · Form 990 · $8,690,736 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,375,471 | - | - | - | 96.4% | |
| Fees: management | $204,880 | - | - | - | 2.4% | |
| Fees: other services | $62,590 | - | - | - | 0.7% | |
| Office expenses | $14,312 | - | - | - | 0.2% | |
| Other (as described) | WEBSITE EXPENSE | $9,978 | - | - | - | 0.1% |
| Fees: legal | $7,327 | - | - | - | 0.1% | |
| Insurance | $6,492 | - | - | - | 0.1% | |
| Fees: investment management | $3,794 | - | - | - | 0.0% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $2,715 | - | - | - | 0.0% |
| Other (as described) | BANK SERVICE FEES | $1,914 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $1,054 | - | - | - | 0.0% |
| All other expenses | $209 | - | - | - | 0.0% | |
| Total | $8,690,736 | 100% |
2018 · Form 990 · $8,065,689 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,727,875 | - | - | - | 95.8% | |
| Fees: management | $209,613 | - | - | - | 2.6% | |
| Fees: other services | $48,007 | - | - | - | 0.6% | |
| Fees: legal | $22,248 | - | - | - | 0.3% | |
| Fees: accounting | $14,700 | - | - | - | 0.2% | |
| Office expenses | $11,694 | - | - | - | 0.1% | |
| Other (as described) | TRUSTEE CONFERENCE & ME | $7,882 | - | - | - | 0.1% |
| Other (as described) | WEBSITE EXPENSE | $6,576 | - | - | - | 0.1% |
| Insurance | $6,053 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $4,075 | - | - | - | 0.1% |
| Fees: investment management | $3,588 | - | - | - | 0.0% | |
| Other (as described) | BANK SERVICE FEES | $2,347 | - | - | - | 0.0% |
| All other expenses | $1,031 | - | - | - | 0.0% | |
| Total | $8,065,689 | 100% |
2017 · Form 990 · $9,327,683 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,013,727 | - | - | - | 96.6% | |
| Fees: management | $211,763 | - | - | - | 2.3% | |
| Fees: other services | $47,786 | - | - | - | 0.5% | |
| Fees: accounting | $14,135 | - | - | - | 0.2% | |
| Other (as described) | BANK SERVICE FEES | $7,897 | - | - | - | 0.1% |
| Office expenses | $7,591 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $6,092 | - | - | - | 0.1% |
| Insurance | $5,796 | - | - | - | 0.1% | |
| Other (as described) | WEBSITE EXPENSE | $4,717 | - | - | - | 0.1% |
| Fees: investment management | $3,572 | - | - | - | 0.0% | |
| Fees: legal | $2,437 | - | - | - | 0.0% | |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $1,166 | - | - | - | 0.0% |
| All other expenses | $1,004 | - | - | - | 0.0% | |
| Total | $9,327,683 | 100% |
2016 · Form 990 · $8,639,053 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,298,685 | - | - | - | 96.1% | |
| Fees: management | $214,212 | - | - | - | 2.5% | |
| Fees: other services | $46,868 | - | - | - | 0.5% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $24,652 | - | - | - | 0.3% |
| Fees: accounting | $13,775 | - | - | - | 0.2% | |
| Fees: legal | $9,627 | - | - | - | 0.1% | |
| Other (as described) | BANK SERVICE FEES | $9,210 | - | - | - | 0.1% |
| Office expenses | $8,563 | - | - | - | 0.1% | |
| Insurance | $5,495 | - | - | - | 0.1% | |
| Fees: investment management | $5,006 | - | - | - | 0.1% | |
| Other (as described) | WEBSITE EXPENSE | $2,000 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $960 | - | - | - | 0.0% |
| Total | $8,639,053 | 100% |
2015 · Form 990 · $7,696,235 spent · pay $0 · grants $0 · events $3,991
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,357,618 | - | - | - | 95.6% | |
| Fees: management | $206,653 | - | - | - | 2.7% | |
| Fees: other services | $45,051 | - | - | - | 0.6% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $38,679 | - | - | - | 0.5% |
| Fees: accounting | $13,450 | - | - | - | 0.2% | |
| Other (as described) | BANK SERVICE FEES | $9,901 | - | - | - | 0.1% |
| Insurance | $5,385 | - | - | - | 0.1% | |
| Fees: investment management | $4,966 | - | - | - | 0.1% | |
| Office expenses | $4,575 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,991 | - | - | - | 0.1% | |
| Fees: legal | $3,100 | - | - | - | 0.0% | |
| Other (as described) | WEBSITE EXPENSE | $2,000 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $866 | - | - | - | 0.0% |
| Total | $7,696,235 | 100% |
2014 · Form 990 · $8,690,638 spent · pay $0 · grants $0 · events $3,549
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,328,164 | - | - | - | 95.8% | |
| Fees: management | $198,838 | - | - | - | 2.3% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $53,856 | - | - | - | 0.6% |
| Fees: other services | $53,789 | - | - | - | 0.6% | |
| Fees: accounting | $13,150 | - | - | - | 0.2% | |
| Other (as described) | BANK SERVICE FEES | $10,713 | - | - | - | 0.1% |
| Fees: legal | $7,843 | - | - | - | 0.1% | |
| Office expenses | $7,719 | - | - | - | 0.1% | |
| Insurance | $5,198 | - | - | - | 0.1% | |
| Fees: investment management | $5,003 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,549 | - | - | - | 0.0% | |
| Other (as described) | WEBSITE EXPENSE | $2,000 | - | - | - | 0.0% |
| Other (as described) | EDUCATIONAL PROGRAM FEE | $816 | - | - | - | 0.0% |
| Total | $8,690,638 | 100% |
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