WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST
Cite this
Plain text WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/wisconsin-fox-river-valley-sheet-metal-workers-welfare-trust-396095127. Retrieved 2026-11-02.
APA furp.org. (n.d.). WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 2, 2026, from https://furp.org/org/wisconsin-fox-river-valley-sheet-metal-workers-welfare-trust-396095127
MLA “WISCONSIN FOX RIVER VALLEY SHEET METAL WORKERS WELFARE TRUST.” furp.org, tax years 2009–2024, https://furp.org/org/wisconsin-fox-river-valley-sheet-metal-workers-welfare-trust-396095127. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $15.8M · expenses $16.9M · assets $19.2M
- EIN
- 39-6095127
- Address
- 2201 SPRINGDALE RD, WAUKESHA, WI 53186-2855
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- February 1968 (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 WELFARE BENEFITS, SUCH AS LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT, LOSS OF TIME, DISABILITY, DENTAL, VISION, HOSPITAL, AND SURGICAL BENEFITS FOR UNION MEMBERS AND THEIR SPOUSE AND/OR DEPENDENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
12 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 |
|---|---|---|---|---|---|
| Daniel Wippich | SECRETARY | 2021-2024 | $176,986 | $696,158 | 2 |
| Scott Knocke | UNION TRUSTEE | 2022-2024 | $229,489 | $692,630 | 9 |
| Dan Novak Start 9924 | UNION TRUSTEE | 2024 | $5,059 | $5,059 | 1 |
| Patrick Landgraf (former) | UNION TRUSTEE | 2009-2018 | $169,943 | $1,101,544 | 4 |
| Dan Wippich (former) | CHAIRMAN THROUGH 5/09/21/SECRETARY | 2014-2020 | $131,884 | $624,913 | 3 |
| Mike Mooney (former) | UNION TRUSTEE | 2018-2020 | $188,840 | $529,934 | 7 |
| Michael Mooney (former) | UNION TRUSTEE (THRU 09/01/22) | 2021-2022 | $161,375 | $365,806 | 5 |
| Brian Billman (former) | SECRETARY | 2014-2015 | $126,863 | $251,554 | 4 |
| Nicholas Liesch (former) | SECRETARY | 2009-2013 | $124,034 | $217,263 | 3 |
| Greg Post (former) | UNION TRUSTEE (THRU 8/12/21) | 2016-2021 | $0 | $143,232 | 1 |
| Matthew Forster (former) | UNION TRUSTEE | 2021-2023 | $0 | $7,070 | 2 |
| Paul Hansen (former) | UNION TRUSTEE | 2009-2013 | $0 | $3,980 | 2 |
Officers and directors, no compensation reported
10 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 |
|---|---|---|---|---|---|
| Carven Blanck | CHAIRMAN | 2013-2024 | 1 | $0 reported | 2 |
| Jeffrey Gaecke | EMPLOYER TRUSTEE | 2010-2024 | 1 | $0 reported | 6 |
| Jodi Miller-Larson | EMPLOYER TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| Matthew Forster Until 9924 | UNION TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Jodi Miller (former) | EMPLOYER TRUSTEE | 2020-2021 | 1 | $0 reported | 1 |
| Mark Hill (former) | EMPLOYER TRUSTEE THROUGH 12/13/20 | 2014-2020 | 1 | $0 reported | 2 |
| Tom Feldmann (former) | EMPLOYER TRUSTEE | 2010-2013 | 1 | $0 reported | 1 |
| Charles Schuster (former) | FORMER CHAIRMAN | 2009-2013 | 1 | $0 reported | 2 |
| David Seitz (former) | TRUSTEE | 2009 | 1 | $0 reported | 12 |
| Phil Steinhofer (former) | TRUSTEE | 2009 | 1 | $0 reported | 1 |
People by year
2024 · 7 people listed · 3 paid, $412K · 0 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE | 1 | $0 | $159,196 | $70,293 | $229,489 | 9 |
| DANIEL WIPPICH | SECRETARY | 1 | $0 | $112,807 | $64,179 | $176,986 | 2 |
| DAN NOVAK START 9924 | UNION TRUSTEE | 1 | $0 | $5,059 | $0 | $5,059 | 1 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW FORSTER UNTIL 9924 | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 6 people listed · 2 paid, $434K · 33 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE | 1 | $0 | $150,857 | $93,999 | $244,856 | 9 |
| DANIEL WIPPICH | SECRETARY | 1 | $0 | $108,195 | $81,308 | $189,503 | 2 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW FORSTER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 7 people listed · 3 paid, $550K · 37 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT KNOCKE | UNION TRUSTEE (START 9/1/22) | 1 | $0 | $146,758 | $71,527 | $218,285 | 9 |
| DANIEL WIPPICH | SECRETARY (START 5/8/23) | 1 | $0 | $102,962 | $66,946 | $169,908 | 2 |
| MICHAEL MOONEY | UNION TRUSTEE (THRU 09/01/22) | 1 | $0 | $100,501 | $60,874 | $161,375 | 5 |
| CARVEN BLANCK | CHAIRMAN (START 5/8/23) | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JODI MILLER-LARSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW FORSTER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 7 people listed · 3 paid, $371K · 47 employees · 3 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL MOONEY | UNION TRUSTEE | 1 | $0 | $141,888 | $62,543 | $204,431 | 5 |
| DANIEL WIPPICH | SECRETARY THROUGH 5/9/22/CHAIRMAN | 1 | $0 | $98,208 | $61,553 | $159,761 | 2 |
| MATTHEW FORSTER | UNION TRUSTEE (START 8/12/21) | 1 | $0 | $7,070 | $0 | $7,070 | 2 |
| CARVEN BLANCK | CHAIRMAN THROUGH 5/9/22/SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| GREG POST | UNION TRUSTEE (THRU 8/12/21) | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JODI MILLER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 7 people listed · 2 paid, $321K · 39 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | UNION TRUSTEE | 1 | $0 | $130,546 | $58,294 | $188,840 | 7 |
| DAN WIPPICH | CHAIRMAN THROUGH 5/09/21/SECRETARY | 1 | $0 | $91,209 | $40,675 | $131,884 | 3 |
| GREG POST | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARVEN BLANCK | SECRETARY THROUGH 5/09/21/CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JODI MILLER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK HILL | EMPLOYER TRUSTEE THROUGH 12/13/20 | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · 2 paid, $303K · 34 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE MOONEY | UNION TRUSTEE | 1 | $0 | $118,884 | $57,458 | $176,342 | 7 |
| DAN WIPPICH | SECRETARY(THRU 5/4/20)/CHAIRMAN | 1 | $0 | $86,583 | $40,161 | $126,744 | 3 |
| GREG POST | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARVEN BLANCK | CHAIRMAN (THRU 5/4/20)/SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE (THU DEC 2020) | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 7 people listed · 4 paid, $482K · 37 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $120,093 | $49,850 | $169,943 | 4 |
| MIKE MOONEY | UNION TRUSTEE | 1 | $0 | $108,433 | $56,319 | $164,752 | 7 |
| DAN WIPPICH | SECRETARY | 1 | $0 | $83,589 | $56,743 | $140,332 | 3 |
| GREG POST | UNION TRUSTEE | 1 | $0 | $6,540 | $0 | $6,540 | 1 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 6 people listed · 3 paid, $311K · 31 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $115,794 | $53,315 | $169,109 | 4 |
| DAN WIPPICH | CHAIRMAN | 1 | $0 | $83,298 | $53,671 | $136,969 | 3 |
| GREG POST | UNION TRUSTEE | 1 | $0 | $5,220 | $0 | $5,220 | 1 |
| CARVEN BLANCK | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 6 people listed · 3 paid, $383K · 43 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $111,685 | $51,262 | $162,947 | 4 |
| GREG POST | UNION TRUSTEE | 1 | $0 | $84,482 | $46,990 | $131,472 | 1 |
| DAN WIPPICH | CHAIRMAN | 1 | $0 | $39,100 | $49,884 | $88,984 | 3 |
| CARVEN BLANCK | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 6 people listed · 2 paid, $284K · 37 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $107,976 | $49,634 | $157,610 | 4 |
| BRIAN BILLMAN | SECRETARY | 1 | $0 | $81,365 | $45,498 | $126,863 | 4 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| DAN WIPPICH | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 6 people listed · 2 paid, $282K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $109,171 | $48,198 | $157,369 | 4 |
| BRIAN BILLMAN | SECRETARY | 1 | $0 | $80,509 | $44,182 | $124,691 | 4 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| DAN WIPPICH | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK HILL | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2013 · 7 people listed · 2 paid, $284K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $109,548 | $50,292 | $159,840 | 4 |
| NICHOLAS LIESCH | SECRETARY | 1 | $0 | $77,817 | $46,217 | $124,034 | 3 |
| CARVEN BLANCK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM FELDMANN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| PAUL HANSEN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES SCHUSTER | FORMER CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
2012 · 6 people listed · 3 paid, $222K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $108,252 | $16,474 | $124,726 | 4 |
| NICHOLAS LIESCH | SECRETARY | 1 | $0 | $76,527 | $16,702 | $93,229 | 3 |
| PAUL HANSEN | UNION TRUSTEE | 1 | $0 | $3,980 | $0 | $3,980 | 2 |
| CHARLES SCHUSTER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM FELDMANN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2011 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLES SCHUSTER | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS LIESCH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| PATRICK LANDGRAF | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| PAUL HANSEN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM FELDMANN | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICHOLAS LIESCH | CHAIRMAN/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| CHARLES SCHUSTER | SECRETARY/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK LANDGRAF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| PAUL HANSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM FELDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY GAECKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2009 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICHOLAS LIESCH | CHAIRMAN/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| CHARLES SCHUSTER | SECRETARY/TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK LANDGRAF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| PAUL HANSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL STEINHOFER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID SEITZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
Highest-paid independent contractors
2024 · 1 contractor · $264K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $263,887 |
2023 · 1 contractor · $254K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $254,325 |
2022 · 1 contractor · $239K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $239,282 |
2021 · 1 contractor · $229K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $229,098 |
2020 · 1 contractor · $223K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $222,716 |
2019 · 1 contractor · $210K
| Name | Location | Service | Paid |
|---|---|---|---|
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $209,601 |
2018 · 2 contractors · $533K
| Name | Location | Service | Paid |
|---|---|---|---|
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $336,627 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $196,125 |
2017 · 3 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $551,535 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $269,480 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $199,736 |
2016 · 4 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $404,502 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $302,585 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $200,718 |
| THE SEGAL COMPANY INC | CHICAGO, IL | CONSULTING | $103,044 |
2015 · 3 contractors · $944K
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $497,440 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $266,091 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $180,117 |
2014 · 3 contractors · $930K
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $486,652 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $269,881 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $173,764 |
2013 · 3 contractors · $942K
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $534,821 | |
| UNITED HEALTH CARE INSURANCE COMPANY | CLAIMS PROCESSING | $245,551 | |
| BENEFIT PLAN ADMINISTRATION | THIRD PARTY ADMINISTRATOR | $161,439 |
2012 · 3 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $649,966 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $235,174 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $149,843 |
2011 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | MINNEAPOLIS, MN | STOP LOSS, LIFE AND ACCIDENTAL DEATH & D | $585,400 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $206,748 |
| BENEFIT PLAN ADMINISTRATION | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $175,528 |
| THE SEGAL COMPANY | CHICAGO, IL | CONSULTING | $108,196 |
2010 · 3 contractors · $924K
| Name | Location | Service | Paid |
|---|---|---|---|
| RELIASTAR LIFE INSUARNCE COMPANY | CHICAGO, IL | STOP-LOSS, LIFE, AND ACCIDENTAL DEATH | $564,640 |
| BENEFIT PLAN ADMINISTRATION OF WI INC | MILWAUKEE, WI | THIRD PARTY ADMINISTRATOR | $224,143 |
| UNITED HEALTH CARE INSURANCE COMPANY | MILWAUKEE, WI | CLAIMS PROCESSING | $135,415 |
2009 · 3 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CAREMARK | DALLAS, TX | PRESCRIPTION DRUG PROVIDER | $833,849 |
| RELIASTAR LIFE INSURANCE COMPANY | CHICAGO, IL | STOP-LOSS AND LIFE AND ACCIDENTAL DEATH | $649,895 |
| ZENITH ADMINISTRATORS | MOKENA, IL | THIRD PARTY ADMINISTRATOR | $152,286 |
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 | ||||||||
| $15,770,319 | $16,945,269 | $19,203,022 | $17,113,062 | $0 | $14,597,562 | $0 | 0 | 3 |
| 2023 · Form 990 | ||||||||
| $14,909,741 | $13,851,388 | $19,805,022 | $18,283,078 | $0 | $14,558,353 | $0 | 33 | 3 |
| 2022 · Form 990 | ||||||||
| $14,522,945 | $13,509,816 | $18,187,113 | $16,316,168 | $0 | $14,154,773 | $0 | 37 | 3 |
| 2021 · Form 990 | ||||||||
| $12,962,825 | $11,857,417 | $17,147,311 | $15,632,678 | $0 | $12,548,679 | $0 | 47 | 3 |
| 2020 · Form 990 | ||||||||
| $12,197,673 | $10,749,371 | $16,705,797 | $15,561,668 | $0 | $11,810,173 | $0 | 39 | 4 |
| 2019 · Form 990 | ||||||||
| $12,066,361 | $9,983,295 | $15,192,504 | $13,365,589 | $0 | $11,840,340 | $0 | 34 | 4 |
| 2018 · Form 990 | ||||||||
| $11,254,058 | $6,009,534 | $12,449,881 | $10,894,317 | $0 | $11,035,493 | $0 | 37 | 0 |
| 2017 · Form 990 | ||||||||
| $11,189,719 | $10,481,735 | $11,620,676 | $5,499,198 | $0 | $11,033,659 | $0 | 31 | 0 |
| 2016 · Form 990 | ||||||||
| $9,516,157 | $11,204,450 | $9,676,846 | $4,717,217 | $0 | $9,005,498 | $0 | 43 | 0 |
| 2015 · Form 990 | ||||||||
| $9,041,738 | $10,375,918 | $10,861,124 | $6,414,493 | $0 | $8,788,011 | $0 | 37 | 0 |
| 2014 · Form 990 | ||||||||
| $8,579,527 | $8,736,175 | $11,950,509 | $7,822,244 | $0 | $8,226,341 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $9,092,787 | $8,544,051 | $12,215,237 | $7,958,014 | $0 | $8,116,332 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $8,277,183 | $8,749,864 | $11,375,854 | $7,710,872 | $0 | $7,728,811 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $8,594,333 | $8,573,138 | $11,414,148 | $8,372,311 | $0 | $8,028,119 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $7,889,160 | $6,783,700 | $10,946,522 | $8,175,631 | $0 | $7,557,310 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $6,962,949 | $7,732,452 | $9,665,846 | $6,800,646 | $0 | $6,631,415 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- WISCONSIN SHEET METAL HEALTH AND BENEFIT TRUST FUND Waukesha, WI · 2 people in common (Jeffrey Gaecke, Scott Knocke) · related organization (Schedule R)
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION Waukesha, WI · 2 people in common (Daniel Wippich, Scott Knocke) · related organization (Schedule R)
- MILWAUKEE AREA SHEET METAL APPRENTICESHIP & TRAINING TR Waukesha, WI · 1 person in common (Scott Knocke)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Milwaukee, WI · 1 person in common (Scott Knocke)
- FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING F Waukesha, WI · 1 person in common (Carven Blanck) · related organization (Schedule R)
- CONSTRUCTION LABOR MANAGEMENT COUNCIL OF SOUTHEAST WISCONSIN INC Milwaukee, WI · 1 person in common (Scott Knocke)
- WISCONSIN BUILDING TRADES COUNCIL Madison, WI · 1 person in common (Scott Knocke)
- MECHANICAL CONTRACTORS ASSOCIATION OF NW WISCONSIN INDUSTRY FUND INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION Madison, WI · 1 person in common (Scott Knocke)
- SHEET METAL 18 LOCAL TRAINING FUND Waukesha, WI · 1 person in common (Scott Knocke)
- MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- WISCONSIN FOX VALLEY SHEET METAL CONTRACTORS INDUSTRY FUND INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- WISCONSIN FOX VALLEY SHEET METAL CONTRACTORS ASSOCIATION INC Appleton, WI · 1 person in common (Jeffrey Gaecke)
- SHEET METAL WORKER LOCAL 98 WELFARE FUND Ona, WV · related organization (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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SHEET METAL WORKERS-1 WELFARE TRUST FUND | IL | Not reported | $9,315,865 | $9,713,430 | TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
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 · $16,945,269 spent · pay $0 · grants $0 · events $749
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,328,476 | - | - | - | 96.4% | |
| Fees: management | $263,887 | - | - | - | 1.6% | |
| Fees: legal | $75,149 | - | - | - | 0.4% | |
| Fees: investment management | $64,214 | - | - | - | 0.4% | |
| Fees: other services | $57,703 | - | - | - | 0.3% | |
| Fees: accounting | $33,175 | - | - | - | 0.2% | |
| Office expenses | $31,337 | - | - | - | 0.2% | |
| Other (as described) | TRANSPARENCY COMPLIANCE | $28,275 | - | - | - | 0.2% |
| Other (as described) | BANK CHARGES | $20,531 | - | - | - | 0.1% |
| Information technology | $19,261 | - | - | - | 0.1% | |
| Insurance | $16,967 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $4,317 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $1,228 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $749 | - | - | - | 0.0% | |
| Total | $16,945,269 | 100% |
2023 · Form 990 · $13,851,388 spent · pay $0 · grants $0 · events $685
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,209,081 | - | - | - | 95.4% | |
| Fees: management | $254,325 | - | - | - | 1.8% | |
| Fees: legal | $91,604 | - | - | - | 0.7% | |
| Fees: other services | $90,522 | - | - | - | 0.7% | |
| Fees: investment management | $59,444 | - | - | - | 0.4% | |
| Fees: accounting | $31,915 | - | - | - | 0.2% | |
| Other (as described) | TRANSPARENCY COMPLIANCE | $28,031 | - | - | - | 0.2% |
| Office expenses | $27,944 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $20,086 | - | - | - | 0.1% |
| Insurance | $16,587 | - | - | - | 0.1% | |
| Information technology | $16,125 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,873 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $1,166 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $685 | - | - | - | 0.0% | |
| Total | $13,851,388 | 100% |
2022 · Form 990 · $13,509,816 spent · pay $0 · grants $0 · events $619
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,915,009 | - | - | - | 95.6% | |
| Fees: management | $239,282 | - | - | - | 1.8% | |
| Fees: legal | $84,076 | - | - | - | 0.6% | |
| Fees: other services | $80,758 | - | - | - | 0.6% | |
| Fees: investment management | $59,647 | - | - | - | 0.4% | |
| Fees: accounting | $30,700 | - | - | - | 0.2% | |
| Other (as described) | TRANSPARENCY COMPLIANCE | $20,039 | - | - | - | 0.1% |
| Office expenses | $19,929 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $19,851 | - | - | - | 0.1% |
| Information technology | $18,508 | - | - | - | 0.1% | |
| Insurance | $12,824 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $4,919 | - | - | - | 0.0% |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,655 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $619 | - | - | - | 0.0% | |
| Total | $13,509,816 | 100% |
2021 · Form 990 · $11,857,417 spent · pay $0 · grants $0 · events $776
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,322,383 | - | - | - | 95.5% | |
| Fees: management | $229,098 | - | - | - | 1.9% | |
| Fees: legal | $71,935 | - | - | - | 0.6% | |
| Fees: other services | $69,272 | - | - | - | 0.6% | |
| Fees: investment management | $61,328 | - | - | - | 0.5% | |
| Fees: accounting | $29,955 | - | - | - | 0.3% | |
| Other (as described) | BANK CHARGES | $19,664 | - | - | - | 0.2% |
| Office expenses | $16,073 | - | - | - | 0.1% | |
| Information technology | $13,266 | - | - | - | 0.1% | |
| Insurance | $10,203 | - | - | - | 0.1% | |
| Other (as described) | MISCELLANEOUS | $9,971 | - | - | - | 0.1% |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,493 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $776 | - | - | - | 0.0% | |
| Total | $11,857,417 | 100% |
2020 · Form 990 · $10,749,371 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,203,027 | - | - | - | 94.9% | |
| Fees: management | $222,716 | - | - | - | 2.1% | |
| Fees: legal | $97,013 | - | - | - | 0.9% | |
| Fees: other services | $80,390 | - | - | - | 0.7% | |
| Fees: investment management | $59,176 | - | - | - | 0.6% | |
| Fees: accounting | $29,117 | - | - | - | 0.3% | |
| Other (as described) | BANK CHARGES | $18,216 | - | - | - | 0.2% |
| Office expenses | $16,329 | - | - | - | 0.2% | |
| Information technology | $11,039 | - | - | - | 0.1% | |
| Insurance | $6,565 | - | - | - | 0.1% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,281 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $1,437 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $1,065 | - | - | - | 0.0% |
| Total | $10,749,371 | 100% |
2019 · Form 990 · $9,983,295 spent · pay $0 · grants $0 · events $475
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,472,084 | - | - | - | 94.9% | |
| Fees: management | $209,601 | - | - | - | 2.1% | |
| Fees: other services | $91,017 | - | - | - | 0.9% | |
| Fees: legal | $63,322 | - | - | - | 0.6% | |
| Fees: investment management | $53,077 | - | - | - | 0.5% | |
| Fees: accounting | $27,617 | - | - | - | 0.3% | |
| Information technology | $23,952 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $17,172 | - | - | - | 0.2% |
| Office expenses | $13,254 | - | - | - | 0.1% | |
| Other (as described) | LIFE INSURANCE PREMIUMS | $6,239 | - | - | - | 0.1% |
| Other (as described) | GOVERNMENTAL FEES AND A | $3,105 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $2,380 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $475 | - | - | - | 0.0% | |
| Total | $9,983,295 | 100% |
2018 · Form 990 · $6,009,534 spent · pay $0 · grants $0 · events $619
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,600,381 | - | - | - | 76.6% | |
| Other (as described) | STOP LOSS PREMIUMS | $580,570 | - | - | - | 9.7% |
| Fees: other services | $403,004 | - | - | - | 6.7% | |
| Fees: management | $196,901 | - | - | - | 3.3% | |
| Fees: legal | $78,088 | - | - | - | 1.3% | |
| Fees: investment management | $47,809 | - | - | - | 0.8% | |
| Fees: accounting | $26,467 | - | - | - | 0.4% | |
| Office expenses | $17,504 | - | - | - | 0.3% | |
| Other (as described) | BANK CHARGES | $16,781 | - | - | - | 0.3% |
| Other (as described) | LIFE INSURANCE PREMIUMS | $16,033 | - | - | - | 0.3% |
| Other (as described) | FICA PAID ON DISABILITY | $10,968 | - | - | - | 0.2% |
| All other expenses | $7,020 | - | - | - | 0.1% | |
| Insurance | $6,279 | - | - | - | 0.1% | |
| Information technology | $1,110 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $619 | - | - | - | 0.0% | |
| Total | $6,009,534 | 100% |
2017 · Form 990 · $10,481,735 spent · pay $0 · grants $0 · events $425
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,172,666 | - | - | - | 87.5% | |
| Other (as described) | STOP LOSS PREMIUMS | $535,914 | - | - | - | 5.1% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $269,480 | - | - | - | 2.6% |
| Fees: management | $190,029 | - | - | - | 1.8% | |
| Fees: other services | $116,288 | - | - | - | 1.1% | |
| Fees: investment management | $47,386 | - | - | - | 0.5% | |
| Fees: legal | $44,385 | - | - | - | 0.4% | |
| Fees: accounting | $25,740 | - | - | - | 0.2% | |
| All other expenses | $23,707 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $17,178 | - | - | - | 0.2% |
| Other (as described) | LIFE INSURANCE PREMIUMS | $15,621 | - | - | - | 0.1% |
| Office expenses | $10,518 | - | - | - | 0.1% | |
| Insurance | $6,289 | - | - | - | 0.1% | |
| Information technology | $6,109 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $425 | - | - | - | 0.0% | |
| Total | $10,481,735 | 100% |
2016 · Form 990 · $11,204,450 spent · pay $0 · grants $0 · events $450
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,946,170 | - | - | - | 88.8% | |
| Other (as described) | STOP LOSS PREMIUMS | $389,295 | - | - | - | 3.5% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $302,585 | - | - | - | 2.7% |
| Fees: management | $184,884 | - | - | - | 1.7% | |
| Fees: other services | $133,617 | - | - | - | 1.2% | |
| Fees: legal | $61,909 | - | - | - | 0.6% | |
| Fees: investment management | $48,939 | - | - | - | 0.4% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $35,175 | - | - | - | 0.3% |
| All other expenses | $33,507 | - | - | - | 0.3% | |
| Fees: accounting | $25,200 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $19,326 | - | - | - | 0.2% |
| Information technology | $8,679 | - | - | - | 0.1% | |
| Office expenses | $8,530 | - | - | - | 0.1% | |
| Insurance | $6,184 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $450 | - | - | - | 0.0% | |
| Total | $11,204,450 | 100% |
2015 · Form 990 · $10,375,918 spent · pay $0 · grants $0 · events $3,165
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,106,122 | - | - | - | 87.8% | |
| Other (as described) | STOP LOSS PREMIUMS | $482,533 | - | - | - | 4.7% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $266,091 | - | - | - | 2.6% |
| Fees: management | $172,093 | - | - | - | 1.7% | |
| Fees: other services | $101,555 | - | - | - | 1.0% | |
| Fees: investment management | $53,657 | - | - | - | 0.5% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $50,511 | - | - | - | 0.5% |
| Fees: legal | $46,805 | - | - | - | 0.5% | |
| All other expenses | $35,644 | - | - | - | 0.3% | |
| Fees: accounting | $23,733 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $19,952 | - | - | - | 0.2% |
| Office expenses | $6,688 | - | - | - | 0.1% | |
| Insurance | $5,428 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,165 | - | - | - | 0.0% | |
| Information technology | $1,941 | - | - | - | 0.0% | |
| Total | $10,375,918 | 100% |
2014 · Form 990 · $8,736,175 spent · pay $0 · grants $0 · events $518
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,413,968 | $7,413,968 | - | - | 84.9% | |
| Other (as described) | STOP LOSS PREMIUMS | $472,270 | $472,270 | - | - | 5.4% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $269,881 | $269,881 | - | - | 3.1% |
| Fees: management | $167,397 | - | $167,397 | - | 1.9% | |
| Fees: other services | $118,667 | - | $118,667 | - | 1.4% | |
| Other (as described) | GOVERNMENTAL FEES AND A | $67,091 | - | $67,091 | - | 0.8% |
| All other expenses | $55,846 | $31,490 | $24,356 | - | 0.6% | |
| Fees: investment management | $54,180 | - | $54,180 | - | 0.6% | |
| Fees: legal | $53,335 | - | $53,335 | - | 0.6% | |
| Other (as described) | EMPLOYEE ASSISTANCE PRO | $26,603 | $26,603 | - | - | 0.3% |
| Fees: accounting | $22,542 | - | $22,542 | - | 0.3% | |
| Office expenses | $7,489 | - | $7,489 | - | 0.1% | |
| Insurance | $6,388 | - | $6,388 | - | 0.1% | |
| Conferences, conventions and meetings | $518 | - | $518 | - | 0.0% | |
| Total | $8,736,175 | 100% |
2013 · Form 990 · $8,544,051 spent · pay $0 · grants $0 · events $3,700
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,282,246 | $7,282,246 | - | - | 85.2% | |
| Other (as described) | STOP LOSS PREMIUMS | $520,923 | $520,923 | - | - | 6.1% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $245,923 | $245,923 | - | - | 2.9% |
| Fees: management | $150,530 | - | $150,530 | - | 1.8% | |
| Fees: other services | $107,626 | - | $107,626 | - | 1.3% | |
| Fees: legal | $61,403 | - | $61,403 | - | 0.7% | |
| Fees: investment management | $43,230 | - | $43,230 | - | 0.5% | |
| All other expenses | $38,558 | $30,507 | $8,051 | - | 0.5% | |
| Fees: accounting | $25,490 | - | $25,490 | - | 0.3% | |
| Other (as described) | EMPLOYEE ASSISTANCE PRO | $23,320 | $23,320 | - | - | 0.3% |
| Other (as described) | BANK CHARGES | $23,004 | - | $23,004 | - | 0.3% |
| Office expenses | $12,305 | - | $12,305 | - | 0.1% | |
| Insurance | $5,793 | - | $5,793 | - | 0.1% | |
| Conferences, conventions and meetings | $3,700 | - | $3,700 | - | 0.0% | |
| Total | $8,544,051 | 100% |
2012 · Form 990 · $8,749,864 spent · pay $0 · grants $0 · events $942
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,268,842 | $7,268,842 | - | - | 83.1% | |
| Other (as described) | STOP LOSS PREMIUMS | $636,244 | $636,244 | - | - | 7.3% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $236,152 | $236,152 | - | - | 2.7% |
| Other (as described) | HRA CLAIMS PAID | $184,124 | $184,124 | - | - | 2.1% |
| Fees: management | $139,575 | - | $139,575 | - | 1.6% | |
| Fees: other services | $79,716 | - | $79,716 | - | 0.9% | |
| All other expenses | $63,799 | $53,654 | $10,145 | - | 0.7% | |
| Fees: legal | $45,972 | - | $45,972 | - | 0.5% | |
| Fees: investment management | $37,125 | - | $37,125 | - | 0.4% | |
| Other (as described) | BANK CHARGES | $23,660 | - | $23,660 | - | 0.3% |
| Fees: accounting | $22,358 | - | $22,358 | - | 0.3% | |
| Insurance | $5,793 | - | $5,793 | - | 0.1% | |
| Office expenses | $5,562 | - | $5,562 | - | 0.1% | |
| Conferences, conventions and meetings | $942 | - | $942 | - | 0.0% | |
| Total | $8,749,864 | 100% |
2011 · Form 990 · $8,573,138 spent · pay $0 · grants $0 · events $487
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,094,115 | $7,094,115 | - | - | 82.7% | |
| Other (as described) | STOP LOSS PREMIUMS | $572,576 | $572,576 | - | - | 6.7% |
| Other (as described) | PPO SERVICE ADMINISTRAT | $206,748 | $206,748 | - | - | 2.4% |
| Other (as described) | HRA CLAIMS PAID | $158,362 | $158,362 | - | - | 1.8% |
| Fees: management | $130,217 | - | $130,217 | - | 1.5% | |
| All other expenses | $117,608 | $50,949 | $66,659 | - | 1.4% | |
| Fees: other services | $108,196 | - | $108,196 | - | 1.3% | |
| Other (as described) | RECIPROCITY PAYMENTS TO | $53,135 | $53,135 | - | - | 0.6% |
| Fees: legal | $49,038 | - | $49,038 | - | 0.6% | |
| Fees: investment management | $42,211 | - | $42,211 | - | 0.5% | |
| Fees: accounting | $21,375 | - | $21,375 | - | 0.2% | |
| Office expenses | $13,201 | - | $13,201 | - | 0.2% | |
| Insurance | $5,869 | - | $5,869 | - | 0.1% | |
| Conferences, conventions and meetings | $487 | - | $487 | - | 0.0% | |
| Total | $8,573,138 | 100% |
2010 · Form 990 · $6,783,700 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,984,780 | - | - | - | 88.2% | |
| Fees: other services | $358,121 | - | - | - | 5.3% | |
| Other (as described) | PPO SERVICE ADMINISTRAT | $169,779 | - | - | - | 2.5% |
| Other (as described) | MISCELLANEOUS EXPENSES | $81,262 | - | - | - | 1.2% |
| Other (as described) | PAYMENTS TO LOCALS | $65,470 | - | - | - | 1.0% |
| Fees: legal | $60,724 | - | - | - | 0.9% | |
| Fees: accounting | $27,484 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $25,562 | - | - | - | 0.4% |
| Insurance | $5,954 | - | - | - | 0.1% | |
| Other (as described) | FICA PAID ON DISABILITY | $4,564 | - | - | - | 0.1% |
| Total | $6,783,700 | 100% |
2009 · Form 990 · $7,732,452 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,272,222 | - | - | - | 94.0% | |
| Fees: other services | $214,128 | - | - | - | 2.8% | |
| Other (as described) | PPO SERVICE ADMINISTRAT | $74,495 | - | - | - | 1.0% |
| Other (as described) | MISCELLANEOUS EXPENSES | $50,992 | - | - | - | 0.7% |
| Fees: legal | $48,751 | - | - | - | 0.6% | |
| Other (as described) | PAYMENTS TO LOCALS | $23,392 | - | - | - | 0.3% |
| Fees: accounting | $22,489 | - | - | - | 0.3% | |
| Other (as described) | FICA PAID ON DISABILITY | $13,010 | - | - | - | 0.2% |
| Other (as described) | BANK FEES | $7,145 | - | - | - | 0.1% |
| Insurance | $5,643 | - | - | - | 0.1% | |
| All other expenses | $185 | - | - | - | 0.0% | |
| Total | $7,732,452 | 100% |
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