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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Brett Large SECRETARY/TREASURER2014-2024 $210,707$1,914,768 4
Jeremy Wicke TRUSTEE2016-2024 $113,334$429,556 4
Jason Parnau TRUSTEE2023-2024 $27,869$48,141 3
Frank Rodriguez (former) TRUSTEE2014-2021 $191,520$1,375,028 3
Frank Rodriguez Thru 0822 (former) TRUSTEE2022 $176,655$176,655 2
Jason Parnau Start 822 (former) TRUSTEE2022 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
William Naretta TRUSTEE2014-2024 0 $0 reported 1
Scott Parnau CHAIRMAN2023-2024 0 $0 reported 2
Tony Walter TRUSTEE2024 0 $0 reported 2
Erica Schneider TRUSTEE2024 0 $0 reported 3
Jim Bartelt Thru 731 (former) TRUSTEE2023 0 $0 reported 1
Erica Schneider Start 81 (former) TRUSTEE2023 0 $0 reported 1
Jim Bartelt (former) TRUSTEE2014-2022 0 $0 reported 1
Mark Borchardt Thru 1222 (former) TRUSTEE2022 0 $0 reported 1
Scott Parnau Start 0123 (former) TRUSTEE2022 0 $0 reported 1
Mark Borchardt (former) TRUSTEE2014-2021 0 $0 reported 1
Mark Selby (former) TRUSTEE2015-2016 0 $0 reported 3
Richard Van Roy (former) TRUSTEE2014 0 $0 reported 2

People by year

2024 · 7 people listed · 3 paid, $352K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRETT LARGE SECRETARY/TREASURER0 $0$109,127$101,580 $210,7074
JEREMY WICKE TRUSTEE0 $0$113,334$0 $113,3344
JASON PARNAU TRUSTEE0 $0$17,988$9,881 $27,8693
WILLIAM NARETTA TRUSTEE0 $0$0$0 $01
SCOTT PARNAU CHAIRMAN0 $0$0$0 $02
ERICA SCHNEIDER TRUSTEE0 $0$0$0 $03
TONY WALTER TRUSTEE0 $0$0$0 $02
2023 · 7 people listed · 3 paid, $334K · 13 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRETT LARGE SECRETARY/TREASURER0 $0$103,608$96,474 $200,0824
JEREMY WICKE TRUSTEE0 $0$113,334$0 $113,3344
JASON PARNAU TRUSTEE0 $0$13,037$7,235 $20,2723
WILLIAM NARETTA TRUSTEE0 $0$0$0 $01
JIM BARTELT THRU 731 TRUSTEE0 $0$0$0 $01
SCOTT PARNAU CHAIRMAN0 $0$0$0 $02
ERICA SCHNEIDER START 81 TRUSTEE0 $0$0$0 $01
2022 · 8 people listed · 4 paid, $481K · 25 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRETT LARGE SECRETARY/TREASURER0 $0$99,011$94,097 $193,1084
FRANK RODRIGUEZ THRU 0822 TRUSTEE0 $0$81,636$95,019 $176,6552
JEREMY WICKE TRUSTEE0 $0$104,624$0 $104,6244
JASON PARNAU START 822 TRUSTEE0 $0$4,881$1,891 $6,7722
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT THRU 1222 TRUSTEE0 $0$0$0 $01
SCOTT PARNAU START 0123 TRUSTEE0 $0$0$0 $01
2021 · 6 people listed · 3 paid, $474K · 21 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$93,766$97,754 $191,5203
BRETT LARGE SECRETARY/TREASURER0 $0$95,036$89,241 $184,2774
JEREMY WICKE TRUSTEE0 $0$98,264$0 $98,2644
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
2020 · 6 people listed · 2 paid, $365K · 16 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$91,377$94,834 $186,2113
BRETT LARGE SECRETARY/TREASURER0 $0$91,931$86,481 $178,4124
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
JEREMY WICKE TRUSTEE0 $0$0$0 $04
2019 · 6 people listed · 2 paid, $354K · 23 employees · 4 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$89,752$91,430 $181,1823
BRETT LARGE SECRETARY/TREASURER0 $0$90,245$83,052 $173,2974
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
JEREMY WICKE TRUSTEE0 $0$0$0 $04
2018 · 6 people listed · 2 paid, $338K · 19 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$84,570$88,807 $173,3773
BRETT LARGE SECRETARY/TREASURER0 $0$83,912$80,529 $164,4414
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
JEREMY WICKE TRUSTEE0 $0$0$0 $04
2017 · 6 people listed · 2 paid, $320K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$83,950$80,563 $164,5133
BRETT LARGE SECRETARY/TREASURER0 $0$82,277$73,158 $155,4354
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
JEREMY WICKE TRUSTEE0 $0$0$0 $04
2016 · 7 people listed · 2 paid, $319K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$83,568$80,563 $164,1313
BRETT LARGE SECRETARY/TREASURER0 $0$82,185$73,158 $155,3434
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
JEREMY WICKE TRUSTEE0 $0$0$0 $04
MARK SELBY TRUSTEE0 $0$0$0 $03
2015 · 6 people listed · 2 paid, $303K · 20 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$81,418$73,634 $155,0523
BRETT LARGE SECRETARY/TREASURER0 $0$80,569$67,123 $147,6924
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
MARK SELBY TRUSTEE0 $0$0$0 $03
2014 · 6 people listed · 2 paid, $311K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK RODRIGUEZ TRUSTEE0 $0$84,373$74,669 $159,0423
BRETT LARGE SECRETARY/TREASURER0 $0$84,202$67,772 $151,9744
WILLIAM NARETTA CHAIRMAN0 $0$0$0 $01
JIM BARTELT TRUSTEE0 $0$0$0 $01
MARK BORCHARDT TRUSTEE0 $0$0$0 $01
RICHARD VAN ROY TRUSTEE0 $0$0$0 $02

Highest-paid independent contractors

2024 · 2 contractors · $524K
NameLocationServicePaid
BENESYS INCMILWAUKEE, WIADMINISTRATION$285,858
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$237,882
2023 · 2 contractors · $503K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$283,970
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$219,108
2022 · 2 contractors · $597K
NameLocationServicePaid
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$310,102
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$286,864
2021 · 2 contractors · $517K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$268,531
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$248,289
2020 · 2 contractors · $488K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$271,799
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$216,393
2019 · 2 contractors · $478K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$271,324
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$206,963
2018 · 2 contractors · $497K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$284,636
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$212,442
2017 · 2 contractors · $516K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$305,818
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$209,710
2016 · 2 contractors · $556K
NameLocationServicePaid
BENEFIT PLAN ADMINISTRATION OF WISCONSINMILWAUKEE, WIADMINISTRATION$280,501
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$275,856
2015 · 2 contractors · $698K
NameLocationServicePaid
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$433,599
BENEFIT PLAN OF WISCONSINMILWAUKEE, WIADMINISTRATION$264,669
2014 · 2 contractors · $455K
NameLocationServicePaid
UNITED HEALTHCAREWAUSAU, WICLAIMS PROCESSING$241,773
LEE JOST & ASSOCIATESMILWAUKEE, WICONSULTING$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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-03-31 · view filing · original 990 ↗
$11,639,869$10,346,717 $12,332,289$5,832,744 $0$11,330,427 $0170
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$11,173,018$8,216,837 $10,014,383$4,374,410 $0$10,993,041 $0134
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$9,442,376$8,674,503 $5,909,731$1,104,657 $0$9,396,502 $0254
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$9,222,695$8,810,342 $5,120,951$430,937 $0$9,151,502 $0214
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$9,047,253$8,636,707 $4,215,584$47,615 $0$9,021,288 $0164
2019 · Form 990 period ending 2020-03-31 · view filing · original 990 ↗
$9,206,910$8,690,736 $3,935,842-$508,103 $0$9,099,275 $0234
2018 · Form 990 period ending 2019-03-31 · view filing · original 990 ↗
$8,950,197$8,065,689 $3,003,710-$1,014,958 $0$8,921,850 $0190
2017 · Form 990 period ending 2018-03-31 · view filing · original 990 ↗
$8,642,993$9,327,683 $2,276,700-$1,947,326 $0$8,620,651 $000
2016 · Form 990 period ending 2017-03-31 · view filing · original 990 ↗
$7,868,841$8,639,053 $2,148,240-$1,283,423 $0$7,797,281 $000
2015 · Form 990 period ending 2016-03-31 · view filing · original 990 ↗
$7,611,375$7,696,235 $2,817,248-$510,091 $0$7,536,085 $0200
2014 · Form 990 period ending 2015-03-31 · view filing · original 990 ↗
$6,634,604$8,690,638 $2,963,199-$373,083 $0$6,777,963 $0170

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (82)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
STAGEHANDS UNION LOCAL NO 2 HEALTH AND WELFARE FUNDILNot reported $13,022,193$10,116,967 TRUSTEE$475,282 Similar name, revenue within 2x, similar mission
LOCAL 373 UA HEALTH & WELFARE FUNDNYE81 $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 FUNDTNNot reported $9,799,812$8,511,848 Union Trustee$0 Similar name, revenue within 2x, similar mission
LOCAL UNION 682 HEALTH & WELFARE TRUST FUNDMONot reported $12,839,472$14,831,931 MANAGEMENT TRUSTEE, SECRET$9,000 Similar name, revenue within 2x, similar mission
TEAMSTERS UNION LOCAL NO 115 HEALTH AND WELFARE FUNDPANot 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 PLANCAY43 $6,655,332$6,447,941 trustee - CHAIRMAN$0 Similar name, revenue within 2x, similar mission
IBEW LOCAL 915 HEALTH AND WELFARE FUNDTNNot reported $15,823,207$13,950,476 CHAIRMAN$0 Similar name, revenue within 2x, similar mission
UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUNDMOY43 $17,113,333$14,273,944 SECRETARY$0 Similar name, revenue within 2x, similar mission
ROOFERS LOCAL NO 20 HEALTH & WELFARE FUNDMONot reported $10,062,794$11,836,400 Chairman$0 Similar name, revenue within 2x, similar mission
LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUNDILNot reported $12,593,564$12,215,929 TRUSTEE$0 Similar name, revenue within 2x, similar mission
LOCAL 274 HEALTH AND WELFARE FUNDNJNot reported $9,782,317$8,840,562 UNION TRUSTEE$83,467 Similar name, revenue within 2x, similar mission
LOCAL 94 IBEW HEALTH AND WELFARE FUNDNJY43 $14,585,945$15,806,809 TRUSTEE$0 Similar name, revenue within 2x, similar mission
UAW LOCAL 2326 HEALTH & WELFARE FUNDNJY43 $15,537,323$19,627,367 EMPLOYER TRUSTEE$20,000 Similar name, revenue within 2x, similar mission
TEAMSTERS LOCAL UNION 348 HEALTH & WELFARE FUNDOHNot reported $10,001,727$7,843,608 EMPLOYER TRU$0 Similar name, revenue within 2x, similar mission
LABORERS LOCAL UNION-158 HEALTH & WELFARE FUNDPANot reported $14,507,174$13,165,314 EMPLOYER TRUSTEE$0 Similar name, revenue within 2x
LOCAL UNION 808 I B T HEALTH AND WELFARE FUNDNYNot 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 313PANot reported $18,856,129$21,080,020 CHAIRMAN$256,363 Similar name, revenue within 2x
PIPEFITTERS LOCAL UNION NO 524 HEALTH AND WELFARE FUNDPANot reported $10,606,199$7,812,696 TRUSTEE$281,930 Similar name, revenue within 2x
LABORERS UNION HEALTH AND WELFARE FUND-1174PANot reported $7,880,164$6,993,816 UNION TRUSTEE$0 Similar name, revenue within 2x
IBEW LOCAL 143 HEALTH & WELFARE FUNDPANot reported $10,708,630$9,903,718 UNION TRUSTEE$104,915 Similar name, revenue within 2x
TEAMSTERS LOCAL UNION 491 HEALTH AND WELFARE FUNDPANot reported $8,652,621$7,080,652 TRUSTEE$3,600 Similar name, revenue within 2x
PLUMBERS LOCAL 210 HEALTH AND WELFARE FUNDINY43 $6,549,064$5,621,492 TRUSTEE$220,434 Similar name, revenue within 2x
PLUMBERS AND PIPEFITTERS LOCAL UNION 333 HEALTH & WELFARE FUNDMIY43 $22,232,779$19,147,325 CHAIRMAN$222,091 Similar name, revenue within 2x
DECORATORS UNION LOCAL 17 U HEALTH AND WELFARE FUNDILNot reported $5,959,912$2,947,006 TRUSTEE$276,216 Similar name, revenue within 2x
TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND TROHY43 $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
LineAs describedTotalProgramManagementFundraisingShare
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$10,346,717100%

View the filing

2023 · Form 990 · $8,216,837 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,216,837100%

View the filing

2022 · Form 990 · $8,674,503 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,674,503100%

View the filing

2021 · Form 990 · $8,810,342 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,810,342100%

View the filing

2020 · Form 990 · $8,636,707 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,636,707100%

View the filing

2019 · Form 990 · $8,690,736 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,690,736100%

View the filing

2018 · Form 990 · $8,065,689 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,065,689100%

View the filing

2017 · Form 990 · $9,327,683 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$9,327,683100%

View the filing

2016 · Form 990 · $8,639,053 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$8,639,053100%

View the filing

2015 · Form 990 · $7,696,235 spent · pay $0 · grants $0 · events $3,991
LineAs describedTotalProgramManagementFundraisingShare
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$7,696,235100%

View the filing

2014 · Form 990 · $8,690,638 spent · pay $0 · grants $0 · events $3,549
LineAs describedTotalProgramManagementFundraisingShare
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$8,690,638100%

View the filing

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